Swingfolio Daily
ASX briefings — Thursday 3 September 2026
Morning setup and afternoon close recap for Thursday 3 September 2026. Observations only — no trade advice.
Thursday 3 September 2026
ASX 200 set to open 39 points higher as the US 10-year backs off a two-year high
SPI futures point to a 39 point (0.45%) higher ASX 200 open. The S&P 500 rose 0.46% to 7,666.60 after the US 10-year Treasury yield touched 4.818%, its highest since November 2023, then eased to 4.78%, ending a three-session slide. Australia's own 10-year set a 15-year high of 5.223% on Wednesday after June quarter GDP beat, and BHP.AU, WDS.AU, COL.AU, RHC.AU and AMC.AU trade ex-dividend today. Iron ore held under US$100 at US$97.72/t.
ASX 200 snaps a three-day slide to 9,020.1 as banks rebound and BHP's dividend hides a gain
The S&P/ASX 200 finished at 9,020.1 on Thursday 3 September 2026, up 41.7 points or 0.46%, ending a three-day slide. The Australian 10-year yield eased 4 basis points to 5.16% off a 15-year high and all four major banks rose, worth about 28 basis points. Six constituents traded ex-dividend and cost the index about 17 basis points: BHP fell 1.35% against a A$1.38 payout, so its shares gained about 51 cents once the dividend is added back. Regis Healthcare fell 26.99% to $4.30 after the government set the aged care funding rate 2.55% higher against award wage growth of 4.75%.