Swingfolio Daily
ASX briefings — Tuesday 29 September 2026
Morning setup and afternoon close recap for Tuesday 29 September 2026. Observations only — no trade advice.
Tuesday 29 September 2026
ASX 200 futures up 0.1% as the US 10-year yield hits 5.24% before the RBA decision
ASX 200 futures rose 0.1% to 8,727 after the S&P 500 fell 0.77% to 7,683.69 as the US 10-year yield closed at 5.24%, its highest since 2007. Gold futures fell 3.54% to US$4,168.40/oz and NEM.US dropped 4.43%. November Brent rose 0.92% to US$105.28 after President Trump rejected Iran's Hormuz plan, and money markets price a 25 bp RBA hike to 4.60% at 14:30 AEST.
ASX 200 Rises 0.34% to 8,709.3 as Codan Lifts Tech 4.6% on RBA Hike Day
The S&P/ASX 200 closed at 8,709.3 on 29 September 2026, up 0.34%, as Info Tech (+4.61%) and Materials (+1.02%) outweighed a 0.82% fall in CBA.AU after the RBA lifted the cash rate 25 bp to 4.60%. CDA.AU rose 23.93% to a record $64.43 on first-half profit guidance, and MP1.AU gained 9.44% on three AI contracts worth $978.6 million.