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ASX briefings — Thursday 16 July 2026

Morning setup and afternoon close recap for Thursday 16 July 2026. Observations only — no trade advice.

Thursday 16 July 2026

morning

ASX 200 set to open 0.15% higher as softer US inflation lifts tech and gold: 16 July 2026

Wall Street closed higher on a softer US wholesale inflation print, the S&P 500 up 0.38% and the Nasdaq up 0.62% as Apple hit a record high on China AI approval. ASX SPI 200 futures point to a 0.15% higher open. Gold held near US$4,069, iron ore stayed firm near US$99 a tonne, and AUD/USD climbed above 0.70, a mild headwind for offshore earners.

Bullish3 min read
afternoon

ASX 200 ends flat at 8,840.7 as CBA cancels out BHP's copper guidance cut

The S&P/ASX 200 finished at 8,840.7 on 16 July 2026, down 0.4 points, as a 1.84% gain in CBA.AU offset a 2.34% fall in BHP.AU after the miner guided FY27 copper output 12% below FY26 at the midpoint. Financials rose in 19 of 26 names priced; critical minerals and energy fell. Breadth was positive at 116 advancers to 91 decliners despite the flat close.

Mixed4 min read
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