Eva Daily Market Brief — Monday 19 October 2026

🇦🇺 AU

• XJO closed Friday at 8806.70, up 1.0% — a firm end to a volatile week
• Uranium bounce: BOE 1.35 up 8.5%, PDN 7.32 up 5.9%, DYL 0.82 up 0.6%
• ASX opens 10am into a soft offshore lead after the Wall Street slide
• Watch whether Friday's uranium strength survives the weak tech lead

🌏 HK

• HSI 24186.83, up 0.5% Friday — Asia diverged from the US selloff
• 9988.HK 108.80 up 2.3% led the desk names; 3690.HK 75.70 up 0.3%
• 0700.HK 417.80 flat; 1810.HK 26.66 down 1.6%
• HSI faces the US tech overhang at the Monday open

🇺🇸 US

• SPX 7659.44 down 1.1%, Nasdaq 26140.03 down 2.1% — worst week since June
• AI-credit fears drove it: chips fell again, CoreWeave bonds near 15%
• SPY 763.25, QQQ 709.80, TSLA 354.72 down 2.1%, NVDA 214.13 down 1.4%
• GLD 382.01 flat, TLT 80.05 up 0.1% — haven bid still absent

📊 Context

• 10-year 5.10%, VIX 19.99 up 21%, WTI near 99 on Hormuz shipping attacks
• December Fed hike odds jumped to 74% as hot inflation repriced the path
• Weekend wobble: BTC near 80884, semis perps sold off, Black Monday chatter online
• AUDUSD 0.6970, gold 4181 — defensive but calm

🎯 Eva's Read

• Friday split markets cleanly: US tech de-risking while AU uranium and HK held firm
• Monday risk is contagion — ASX uranium opens against a soft Nasdaq lead
• No new desk action pre-open — reassess after the first hour