The Stock Scoop ⚡️ Defence spotlight

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🧨 Trending

• ✂️ Inflation spike casts doubt on future rate cuts

  Australia’s headline inflation increased to 3.0% in August, up from 2.8% in July and 1.9% in June, largely driven by a 24.6% annual lift in household electricity bills. This spike raises doubts about the likelihood of further interest rate cuts in 2025, considering the RBA’s decision in late September to keep rates on hold.

• 🟡 Precious metals continue to rally

  Gold reached a new all-time high after breaking through US$3,800 per ounce for the first time. Silver also hit its highest level in 14 years, rising by roughly 60% so far this year. And the platinum price has now surged by nearly 80% since early January.

• 🩺 New healthcare tariff pressures 

  The ASX healthcare sector entered the spotlight after President Trump announced a 100% tariff on pharmaceutical imports into the US, unless produced domestically. The US is Australia’s largest market for pharmaceutical exports.

📈 Charts on fire

• 💳 Stakk Limited (ASX: SKK) soars on banking deal

  The Aussie fintech rocketed by 500% after trading company Robinhood Markets chose Stakk’s solutions to power a critical component of its new banking offering. Stakk also just announced a three-year agreement with T-Mobile USA.

• 🔋 1414 Degrees Limited (ASX: 14D) surges on commercialisation push

  Shares in the thermal energy storage specialist jumped by more than 350% after announcing that its SiBrick system designed to replace gas in industrial processes is progressing towards mass production.

• ⚒️ Dateline Resources Limited (ASX: DTR) lifts on Trump bump

  US-focused mineral explorer continued its ascent after reporting government support for its Colosseum rare earths and gold project in California, including public endorsement from President Trump. Shares in the company are up by more than 4,500% in the past six months.

🔮 Watchlist preview 

• 🏛️ Key economic data

  The Australian Bureau of Statistics is scheduled to release various economic indicators throughout October. In particular, data on Australian consumer spending, employment, and inflation could play an influential role in driving market sentiment. 

• 🔍 RBA interest rate policy

  Commentary from the RBA’s latest monetary policy board meeting is set to shape discussion on the central bank’s likely interest rate moves over the balance of 2025. Minutes from the meeting are due for release in mid-October.

• ⚖️ US-Australia summit

  US President Donald Trump is due to meet Australian Prime Minister Anthony Albanese in Washington on October 20. Discussions are expected to focus on the AUKUS security pact, Australia’s defence spending, and other bilateral issues that could influence sentiment for certain ASX sectors.

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