Swingfolio Daily
ASX briefings — Friday 4 September 2026
Morning setup and afternoon close recap for Friday 4 September 2026. Observations only — no trade advice.
Friday 4 September 2026
ASX 200 set to open 22 points higher as Waller's hold signal cuts Fed hike odds to 48.4%
Wall Street rallied on Thursday after Fed Governor Christopher Waller said he is inclined to hold rates steady in September, cutting CME hike odds to 48.4% and sending the US 10-year down 3.4 basis points to 4.762%. The S&P 500 rose 1.06%, spot gold 1.97% and iron ore 1.74%. SPI futures point the ASX 200 22 points higher, with APE.AU, ALD.AU, VEA.AU and ABB.AU trading ex-dividend and no local data due.
ASX 200 slips to 9,005.9 as BHP outweighs a two-to-one advance
The S&P/ASX 200 closed at 9,005.9 on Friday 4 September 2026, down 14.2 points or 0.16%. BHP.AU fell 2.40% to $62.25, worth about 19 basis points at roughly 8% of the index and more than the index lost in total. Advancers beat decliners 177 to 92 and six of the 11 sectors closed higher, with technology up 1.00% and telcos 0.98% after the Nasdaq rose 1.40% overnight. Nine Entertainment NEC.AU fell 8.50% to $0.915, the weakest in the index, after Birketu disclosed lifting its voting power to 25.94%. Ampol ALD.AU and Viva Energy VEA.AU both traded ex-dividend.