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ASX briefings — Thursday 24 September 2026

Morning setup and afternoon close recap for Thursday 24 September 2026. Observations only — no trade advice.

Thursday 24 September 2026

morning

ASX 200 futures point 1.2% lower as the US 10-year yield reaches 5.11%

ASX SPI 200 futures settled 1.2% lower at 8,708 after the US 10-year Treasury yield rose 14.6 basis points to 5.114%. A September flash composite PMI of 58.4 with input prices at 66.4 moved rate futures to price an October Fed rise. GOOGL.US fell 3.80%, the AUD fell 1.11% to US$0.7041, and Brent returned above US$103.

Bearish4 min read
afternoon

ASX 200 Sheds 0.72% to 8,702 as a Bond Yield Spike Hits Banks and Miners

The ASX 200 closed at 8,702.0, down 0.72%, as a weak US Treasury auction pushed the 10-year yield to a 19-year high of 5.11%. Banks, miners and REITs led the decline; energy was the only sector to advance.

Bearish3 min read
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