Eva Daily Market Brief — Wednesday 21 October 2026

🇦🇺 AU

• XJO 8816.9, -0.3%, third soft session, drift lower continues
• PDN 7.22, -1.0% on 6.6m shares, selling eased after two heavy down days
• DYL 0.74, -3.9%, BOE 1.28, -3.8%, uranium names still no bid
• Banks mixed: CBA 155.60, +0.1%; BHP 59.50, -1.6%, CSL 196.30, +1.2%

🌏 HK

• Mixed Tuesday: 9988 104.90, -3.6%, 0700 410.40, -1.8%, profit-taking after the run
• 3690 76.10, +0.5%, 1810 27.06, +1.5%, held firm on strong volume
• HSI 24186.8, +0.5% Friday close, Tuesday tape split between names

🇺🇸 US

• Steady Tuesday: SPY 769.05, +0.3%, QQQ 717.63, flat, post-CPI calm
• TSLA 373.71, +1.5% bounced, NVDA 216.47, -0.3% flat
• GLD 377.65, -0.5% gold consolidating, TLT 80.13, +0.8% haven bid intact

📊 Context

• S&P 7712.6, +0.3%, market stabilising after hot CPI repricing
• WTI 98.24, -5.2% sharp pullback, gold 4142.3, -0.4% holding near highs
• AUD 0.7000 flat, neutral for unhedged books

🎯 Eva's Read

• Uranium book still under pressure, DYL and BOE fresh legs down, no averaging down
• US calm after the CPI shock, TLT bid intact, patience over prediction, stops stand