Swingfolio Daily
ASX briefings — Wednesday 30 September 2026
Morning setup and afternoon close recap for Wednesday 30 September 2026. Observations only — no trade advice.
Wednesday 30 September 2026
ASX 200 futures down 0.05% as the Australian dollar drops below 70 US cents before August CPI
ASX 200 futures were down 5 points, or 0.05%, at 08:25 AEST after the S&P 500 fell 0.17% to 7,670.84 as the US 30-year yield rose to 5.62%, its highest since 2002. AUD/USD fell 0.48% to 0.6987, a two-month low, a day after the RBA lifted the cash rate to 4.60%. November WTI fell 4.22% to US$88.69 and gold futures rose 1.12% to US$4,215.10/oz. August CPI prints at 11:30 AEST against a 4.0% forecast.
ASX 200 rises 0.92% to 8,789.3 as property trusts gain 3.6% after the RBA hike
The S&P/ASX 200 closed at 8,789.3 on 30 September 2026, up 80 points or 0.92%. Property trusts rose 3.6% and consumer discretionary 2.27% as the three-year bond yield fell to 4.88%, 17 bps below its level before the RBA lifted the cash rate to 4.60%. August CPI rose to 4.0% annual, with monthly prices up 0.4%. NST.AU gained 6.35% on reports Gold Fields may add cash to its rejected approach. Financials fell 0.27%.