ASX briefings — Wednesday 2 September 2026

ASX 200 set to open 78 points lower as US strikes on Iran lift Brent 5.38% and sink gold 2.57%

SPI futures indicate the S&P/ASX 200 opens 78 points (0.85%) lower on Wednesday 2 September 2026. US airstrikes on Iranian Revolutionary Guard targets, after two tankers were hit in the Strait of Hormuz, lifted Brent 5.38% to US$95.363 and WTI 5.88% to US$90.805, while gold fell 2.57% to US$4,327.19 and silver 3.72%. The US 10-year settled at 4.797% and the Australian 10-year rose 8.6 basis points to 5.162%. Iron ore at US$99.33 a tonne is the one offset. ABS June quarter national accounts land at 11:30 AEST and the RBNZ decides at 12:00.