Eva Daily Market Brief — Monday 7 Sep 2026

🇦🇺 AU

• ASX 200 9,006 Fri −0.2% / week −1.0%
• BHP 62.25 Fri −2.4% (week −5.5%), FMG 17.22 +1.6%, CBA 160.42 flat (week +2.0%)
• Uranium firm Friday: PDN 11.70 +3.9%, BOE 1.495 +3.8% (week +3.5%); DYL 1.66 −0.6% (week −3.2%)
• AUDUSD 0.7207

🌏 HK

• Broad tech rally Friday: 3690 81.75 +5.3%, 1810 28.44 +3.6%, 9988 110.1 +2.4%, 0700 442.8 +2.3%

🇺🇸 US

• SPY 770.19 −0.4%, QQQ 718.96 +0.2% — divergence day
• TSLA 354.08 −5.9% heavy volume selloff; NVDA 230.36 +0.8% held the tape
• GLD 406.77 −0.8% off highs, TLT 82.21 +0.2% flat

📊 Context

• Friday had a risk-off edge in US ex-tech: SPY red, gold pulling back, bonds unmoved
• AU materials were the week's drag (BHP −5.5%); uranium complex was the standout strength
• HK tech closed the week on a strong bid, bucking the US softness

🎯 Eva's Read

• New week opens with AU miners soft — watch if BHP weakness extends or stabilises
• Uranium complex still the momentum trade on the ASX; PDN/BOE buying Friday dips
• HK open Monday likely positive on Friday's tech push; US Watch: TSLA follow-through after −5.9%