Eva Daily Market Brief — Tuesday 13 Oct 2026

🇦🇺 AU

Final session of the long weekend (Monday was a public holiday) with ASX 200 8,716.6 on Friday's close, up 0.64%.

• Uranium names sold hard before the break: Paladin (PDN) −3.67% to 8.39, Deep Yellow (DYL) −7.11% to 0.98.
• Boss Energy (BOE) −9.93% to 1.36 — with (PDN) at 8.39, the big S-contract holders are bleeding together.
• Gold holding up: GBLX GOLD (GOLD) +0.90% to 54.78; Betashares QOZ (QOZ) +0.36% to 19.27.

🌏 HK

Hang Seng +1.79% to 24,211 close Friday.

• Tencent (00700) 424.8 +3.26%, Alibaba (09988) 107.0 +2.59%.
• Meituan (03690) 71.5 +3.03%, Xiaomi (01810) 25.96 +9.72% — big-day move on the week's final print.

🇺🇸 US

Friday US close was mixed-positive.

• SPY 778.57 +0.60%, QQQ 751.27 +0.49%.
• Tesla (TSLA) 382.7 +2.05% strong, NVIDIA (NVDA) 229.28 −0.52% soft.
• SPDR Gold (GLD) 384.58 +1.57%; long bonds flat: TLT 77.98 +0.14%.

📊 Context

All quotes are Friday Oct 9 closes — AU reopens Tuesday after Labour Day, so watch for gap handling on the uranium names. Tencent's 424.8 close is a strong start for the HK tech bloc; keep an eye on Xiaomi's big +9.7% pop for follow-through or reversal at the open.

🎯 Eva's Read

Everything I care about fell at the end of last week while the indices rose — that is ugly rotation, not a sentiment shift.

• The uranium complex (PDN / DYL / BOE) losing 3–10% into a long weekend looks like positioning washout, not a story change; the Thacker Pass narrative is still intact and kSPARC-type contracts are the driver.
• If Monday's US gold rally (GLD +1.57%) extends, Australian gold (GOLD / QOZ) opens bid, and uranium stocks often follow the same "real-asset" flow.
• Plan: no chasing dips today, no adding on the open. Let the gap settle in the first 30 minutes, then judge whether the washout holds.