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ASX:ANZ 30 September 2025 - 1 December 2025

Westpac’s $7 Billion Windfall Ignites ASX Rally Despite Mining Slump – Nov 3, 2025

ASX Pre‑Open: Futures Point Higher as Dow Hits New Record; Oil Slumps, Gold Holds Firm; Jobs Data, Xero, Orica & GrainCorp in Focus (13 Nov 2025)

Australia’s sharemarket looks set for a mildly positive start on Thursday, with S&P/ASX 200 SPI futures up 14 points around 8:30am AEDT. That follows a mixed Wall Street session where the Dow Jones closed at a fresh record above 48,000, while tech lagged. Locally, attention turns to the October labour force report at 11:30am AEDT and a heavy corporate docket led by Xero’s interim results, Orica’s full‑year, and GrainCorp’s FY25 print. Market Index+2The Wall Street Journal+2
Westpac’s $7 Billion Windfall Ignites ASX Rally Despite Mining Slump – Nov 3, 2025

Australian sharemarket today: S&P/ASX 200 closes at 8,799.5, down 0.22% — CBA extends slide, Life360 tumbles; energy and materials firm

Australia’s sharemarket edged lower on Wednesday, with the benchmark S&P/ASX 200 finishing down 19.3 points at 8,799.5, as losses in the big banks and technology names offset strength across miners and defensives. The broader All Ordinaries also eased 0.21% to 9,079.4. Investing.com+1
Shutdown Drags On But Wall Street Hits Records – Here’s What’s Driving Markets

Asian Stocks Rebound on Tech Surge: Nikkei and Kospi Jump as U.S. Shutdown Breakthrough Lifts Sentiment—China Lags Despite CPI Tick-Up (Nov. 10, 2025)

Asian equities kicked off the week higher, led by a broad rebound in technology shares that powered gains in Japan and South Korea. The positive tone followed signs of progress in Washington toward ending a record U.S. government shutdown, a development that lifted global risk appetite and U.S. equity futures. Meanwhile, Chinese markets trailed despite fresh data showing inflation turning positive. ABC News+1
Westpac’s $7 Billion Windfall Ignites ASX Rally Despite Mining Slump – Nov 3, 2025

ASX Today: Lithium surge and tech rebound push S&P/ASX 200 to 8,835 (+0.75%); ANZ hits record despite profit slide — 10 Nov 2025

Sydney — Monday, 10 November 2025. Australia’s sharemarket opened the new week on the front foot as miners, lithium names and tech led a broad-based rally. The S&P/ASX 200 closed up 0.75% at 8,835.9, its best daily gain in nearly a month, while market breadth was emphatically positive. Risk appetite improved alongside firmer commodity prices, upbeat global cues on a possible end to the U.S. government shutdown, and a hawkish-but-steady Reserve Bank backdrop. Reuters+2Market Index+2
10 November 2025
Commodities Rollercoaster: Oil Dips as OPEC+ Plans Output Hike, Gold Rockets to Records, Grain Markets Slip (Sept 29–30, 2025)

Commodities Rollercoaster: Oil Dips as OPEC+ Plans Output Hike, Gold Rockets to Records, Grain Markets Slip (Sept 29–30, 2025)

Key analysts’ views & forecasts: A range of experts highlighted the mixed outlook. Jay Pelosky argued on Sept 29 that traditional bearish oil forecasts are overstated – OPEC+ may under-deliver on planned hikes, Ukraine strikes have cut 25% of Russia’s refining capacity, and China’s crude stockpiling could soak up surplus reuters.com reuters.com. In metals, Goldman Sachs now predicts copper returning to long-term bull territory after revising down 2025-26 supply reuters.com. Citi sees a 2026 copper deficit and even higher prices if demand holds reuters.com. For oil, the U.S. EIA has cut its price outlook – forecasting Brent ~$51/bbl in 2026 as inventories rebuild reuters.com – though many traders remain skeptical given the prevailing risk-on tone.
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