Tomorrow's trading on the ASX?

Industry ETFs​

Key Events​

• Trading ex-div: New Hope Corp (NHC) – $0.30
• Dividends paid: None
• Listing: None

Australia Reaches A Wine Deal With China​

• Since the successful removal of duties on Australian barley, we have engaged actively to secure a similar process to resolve our WTO wine dispute with China
• We have now reached an agreement with China to move forward to resolve this dispute
• We welcome China's agreement to undertake an expedited review of its duties
• This process is expected to take five months
• If the duties are not removed at the end of the review, Australia will resume the dispute in the WTO

China Restricts Graphite Exports​

• "China dominates graphite mining, processing, and anode production, and is set to produce 67% of global natural graphite this year."
• "In the short term the policy could make it more difficult for overseas companies to buy Chinese graphite feedstock products."
• "Longer term, however, the policy could accelerate a build-out of the battery anode supply chain in the West."

ndustry ETFs​

Key Events​

• Trading ex-div: None
• Dividends paid: None
• Listing: None

• 9:00 am: Australia Manufacturing and Services PMI
• 5:00 pm: Germany Consumer Confidence
• 6:30 pm: Germany Manufacturing PMI
• 12:45 am: US Manufacturing and Services PMI

Ackman's Short Covering​

• "There is too much risk in the world to remain short bonds at current long-term rates."
• The economy is slowing faster than what recent data is suggesting

CENTRAL BANKS​

• ECB set to pause rate rises as focus shifts to shrinking balance sheet (FT)
• Bank of England rate has peaked (Reuters)
• Bank of Japan conducts unscheduled bond-buying operation (Reuters)
• RBA's Bullock says further rate hikes possible (Bloomberg)

GEOPOLITICS​

• Israel willing to delay Gaza invasion to discuss large release of hostages (Axios)
• Ukraine says Israel-Hamas war shows West must ramp up arms production (Politico)
• US and China discuss macroeconomic developments in meeting (Reuters)
• China's Foreign Minister Wang to visit Washington this week (Bloomberg)

ECONOMY​

• Eurozone PMI lowest in three years as services sector stagnates (Reuters)
• US manufacturing PMI highest in six months, services PMI highest in three months inflation indicators easing (Reuters)
• UK PMIs remain in contraction for a third month running (Reuters)

Industry ETFs​

Key Events​

• Trading ex-div: GQG Partners (GQG) – $0.02, Lion Selection Group (LSX) – $0.01
• Dividends paid: Horizon Oil (HZN) – $0.02, Reece (REH) – $0.17
• Listing: None

• 11:30 am: Australia Inflation Rate
• 7:00 pm: Germany IFO Business Climate
• 1:00 am: Canada Interest Rate Decision
• 7:35 am: Fed Chair Powell Speech

Industry ETFs​

Pilbara Minerals September Quarter​

• Production of 144.2kt, down 2% and below the 159.4kt expected
• Unit operating cost of $747 a tonne, up 18% and below the $609 expected
• Realised prices of US$2,240 a tonne, down 47%
• Cash balance of $3.0bn, up 121%

Pilbara Minerals 12-month price chart (Source: Market Index)​

Key Events​

• Trading ex-div: Bank of Queensland (BOQ) – $0.21, Morphic Ethical Equities Fund (MEC) – $0.03, Acrow Formwork and Construction Services (ACF) – $0.02
• Dividends paid: A2B Australia (A2B) – $0.05, Ridley Corp (RIC) – $0.04, Australian Unity Office (AOF) – $0.01
• Listing: None

• 9:00 am: RBA Bullock Speech
• 11:15 pm: ECB Interest Rate Decision
• 11:30 pm: US Durable Goods Orders
• 11:30 pm: US Q3 GDP
• 11:45 pm: ECB Press Conference

Industry ETFs​

Key Events​

• Trading ex-div: None
• Dividends paid: A2B Australia (A2B) – $0.05, Ridley Corp (RIC) – $0.04, Australian Unity Office Fund (AOF) – $0.01
• Listing: Newmont (NEM) – 11:00 am, Chariot Corp (CC9) – 12:00 pm

• 11:30 am: Australia Producer Price Index
• 11:30 pm: US Personal Consumption Expenditures Index
• 11:30 pm: US Personal Income and Spending

Industry ETFs​

Key Events​

• Trading ex-div: 360 Capital Mortgage REIT (TCF) – $0.035, Gryphon Capital Income Trust GCI) – $0.015, EZZ Life Science Holdings (EZZ) – $0.01, KKR Credit Income (KKC) – $0.01, Perpetual Credit Income Trust (PCI) – $0.07
• Dividends paid: None
• Listing: None

• 11:30 am: Australia Retail Sales
• 8:00 pm: Germany Q3 GDP
• 12:00 am: Germany Inflation

Industry ETFs​

Key Events​

• Trading ex-div: Namoi Cotton (NAM) – $0.05, Brickworks (BKW) – $0.42, Autosports Group (ASG) – $0.10
• Dividends paid: Magontec (MGL) – $0.006, Steamships Trading (SST) – $0.12, Rural Funds (RFF) –$0.02, Kelly Partners Group (KPG) – 0.004
• Listing: None

• 11:30 am: Australia Housing Credit
• 12:30 pm: China NBS Manufacturing and Services PMI
• 2:00 pm: Bank of Japan Interest Rate Decision
• 9:00 pm: Eurozone Q3 GDP and Inflation

CENTRAL BANKS​

• Fed expected to hold rates at 22-year high but leave hikes on the table (FT)
• Yen set for big swing as BOJ discusses its next step (FT)
• ECB's Simkus says central bank unlikely to lift rates for rest of year (Bloomberg)
• BoE seen keeping rates unchanged as inflationary pressures remain strong (FT)

ECONOMY​

• German inflation comes in cooler than expected (Reuters)
• German economic contraction better than feared (Bloomberg)
• Australia Sept retail sales climb at fastest pace in 8 months (Reuters)
• World Bank warns crude could rise to US$150 if Middle East conflict escalates (

Industry ETFs​