Swingfolio Daily
ASX briefings — Monday 21 September 2026
Morning setup and afternoon close recap for Monday 21 September 2026. Observations only — no trade advice.
Monday 21 September 2026
ASX 200 futures fall 0.7% as two of the big four pull their RBA hike calls forward to September
ASX 200 futures fell 0.7% to 8,711 by 7am AEST after Commonwealth Bank and Westpac brought their RBA rate-hike calls forward from November to September. Markets now imply a 93% chance the cash rate moves from 4.35% to 4.60% on 29 September. Wall Street closed mixed on a triple-witching Friday: the Nasdaq rose 0.39% on semiconductor strength, the Dow fell 0.18%, and the US 10-year Treasury yield closed back above 5% at 4.998%.
ASX 200 flat at 8,731.9 as banks and healthcare offset miners and tech
The S&P/ASX 200 closed at 8,731.9 on 21 September 2026, up 0.01%, as the big four banks (+0.56% on average) and healthcare (+0.51%) offset falls in materials (-0.66%) and technology (-1.60%). PPT.AU fell 15.10% after its board rejected EQT's $22.50-a-share proposal, and all four major banks now forecast a 25 bp RBA hike on 29 September.