Swingfolio Daily
ASX briefings — Thursday 12 November 2026
Morning setup and afternoon close recap for Thursday 12 November 2026. Observations only — no trade advice.
Thursday 12 November 2026
ASX 200 futures -0.5% on 12 November as gold slips below US$4,000 despite a 1.31% S&P 500 gain
ASX 200 futures fell 45 points, or 0.5%, to 9,148 on 12 November 2026 while the S&P 500 rose 1.31% to 7,619.38 and the Philadelphia Semiconductor index 5.66% after CRWV.US jumped 24.71% on its results. December gold fell 0.96% to US$3,991.50/oz, iron ore 0.6% to US$92.00/t and AUD/USD 0.33% to 0.6848. XRO.AU reported first-half revenue up 46% to NZ$1.7 billion, raised FY27 guidance and announced a buyback of up to A$1 billion.
ASX 200 -0.07% to 9,146.8 as gold and lithium miners fall; XRO.AU +6.08%, DMP.AU +12.93%
The S&P/ASX 200 closed at 9,146.8 on 12 November 2026, down 6.4 points or 0.07%, after a 9,100.5 low. Materials fell 2.08% as the All Ords Gold index lost 3.59% and PLS.AU 8.06%, while Financials rose 1.10% with CBA.AU up 2.89%. XRO.AU gained 6.08% on higher FY27 revenue guidance and an A$1 billion buyback; DMP.AU rose 12.93%. Decliners outnumbered advancers 126 to 88.