Swingfolio Daily
ASX briefings — Friday 25 September 2026
Morning setup and afternoon close recap for Friday 25 September 2026. Observations only — no trade advice.
Friday 25 September 2026
ASX 200 futures point 0.3% lower as the US 30-year yield reaches 5.46%
ASX SPI 200 futures point to a 28-point, 0.3% fall after the US 30-year Treasury yield rose 6 basis points to 5.461%, its highest since 2004, and the 10-year reached 5.162%. Brent settled 3.4% higher at US$106.60 after Iran threatened to widen the conflict. ORCL.US fell 3.47%, META.US rose 4.50%, and the AUD fell 0.36% to US$0.7015.
ASX 200 Falls 0.43% to 8,665, Its Lowest Close Since June, as Tech, Lithium and Wealth Platforms Drop
The S&P/ASX 200 closed at 8,665.0 on 25 September 2026, down 0.43% and at its lowest close since 12 June. Materials, tech and discretionary led the fall after a two-month Trump-Xi truce and a 4.8% drop in Chinese lithium futures; NWL.AU fell 8.15% on a class action while the big four banks rose.