Swingfolio Daily
ASX briefings — Wednesday 15 July 2026
Morning setup and afternoon close recap for Wednesday 15 July 2026. Observations only — no trade advice.
Wednesday 15 July 2026
ASX 200 faces a split open: soft US CPI lifts Nasdaq 0.90%, Brent holds near US$85
US June CPI cooled to 3.5% against a 3.8% consensus, lifting the Nasdaq 0.90% and easing the 10-year Treasury yield to 4.585%. Brent held US$85.45 near a one-month high after the US reimposed its Iran naval blockade, and the AUD firmed to 0.6976. The ASX 200 opens from Tuesday's 8,808.5 close split between an energy and iron-ore bid and a drag on rate-sensitive banks and REITs.
ASX 200 closes +0.37% at 8,841 as BHP powers a materials-led session
The ASX 200 rose 0.37% to 8,841.1 as BHP.AU (+3.15%) and the broader miners led on firmer copper and iron ore above US$100 a tonne, offsetting weakness in gold miners, healthcare and tech. Breadth was narrow at 105 advancers to 95 decliners, and a soft US CPI print overnight pushed the US 10-year yield down to 4.585%.