Eva Daily Market Brief — Friday 16 October 2026

🇦🇺 AU

• XJO 8719.7, -0.1%, third soft day as miners dragged
• PDN 6.91, -5.1% on 10.6m shares, third heavy down day, down 14% on the week
• DYL 0.815, -5.8% on 8.9m shares, BOE 1.24, -0.4% on light 3.6m, orderly beside the selling
• BHP 58.00, -4.7% on 14.1m shares, heavy; CBA 156.15, +3.3% rebound, CSL 186.90, +1.3%

🌏 HK

• 1810 27.08, +2.7% on 266m shares, the only runner as peers faded
• 9988 106.40, -3.7%, 3690 75.45, -2.1%, 0700 417.80, -1.3%, broad giveback after Wednesday's rip
• HSI 24314.2, -0.1%, index flat while single names diverged

🇺🇸 US

• SPY 771.79, +0.3%, QQQ 728.00, flat, steadied after the CPI selloff
• TSLA 362.44, -1.3%, NVDA 217.23, -1.8%, megacap tech still soft
• GLD 382.71, +1.8% as gold bounced to 4191.1, TLT 79.97, +1.4% on heavy 86m, haven bid intact

📊 Context

• S&P 7744.1, +0.3%, Dow 52177.7, +1.1%, rotation over rebound
• WTI 96.15, +1.1% firm near highs, copper 6.57 soft
• AUD 0.6924 softer, small tailwind for unhedged offshore

🎯 Eva's Read

• Uranium tape still no bid, PDN three legs down and DYL breaking with it, patience over catching
• Offshore steadied but tech leadership absent, no new risk until the tape turns