Market Brief: January 11, 2026
Summary
Global markets were dominated by the news of a criminal investigation into US Federal Reserve Chair Jerome Powell, sending the US dollar lower and gold to record highs. The ASX 200 closed 0.5% higher, supported by banks and gold miners, despite weakness in the major mining stocks. Domestically, the ACCC announced plans to sue supermarket giants Coles and Woolworths for alleged price gouging.
Key Points
- Powell Probe: Fed Chair Jerome Powell confirmed a criminal investigation by the U.S. Department of Justice, related to his congressional testimony. He denounced it as unprecedented pressure from the Trump administration.
- Market Impact: The US dollar fell, breaking a five-day rally. Spot gold jumped over 1.3%, briefly surpassing $4,600/ounce. US stock futures pointed to a lower open.
- ASX Performance: The ASX 200 gained 0.5% to close at 8,759. Banks (NAB +1.5%) and gold miners rose, while major miners (BHP -2.5%) fell despite stronger commodity prices.
- Supermarket Lawsuit: The ACCC will use new powers to sue Coles and Woolworths for price gouging. Both supermarket stocks closed higher (Coles +2.4%).
- Top Movers: Light & Wonder surged 18% after a $190m IP settlement with Aristocrat. Super Retail Group fell 5.3% on weak sales.
- Economic Data: Household spending surged 1% in November. ANZ-Indeed job ads fell 0.5%, marking the sixth consecutive monthly decline.
- Critical Minerals: Rare earth and critical mineral stocks rallied ahead of G7 talks on supply chains. Australia’s strategic reserve plan was highlighted.
- Company News: Parcel delivery service Sendle halted all new bookings. The Insurance Council declared Victorian bushfires a “significant event.”
市场简报：2026年1月11日
摘要
全球市场主要受到美国联邦储备委员会主席杰罗姆·鲍威尔面临刑事调查的消息影响，导致美元走低，黄金创下历史新高。尽管主要矿业股疲软，但在银行和黄金矿商的支撑下，澳大利亚ASX 200指数收盘上涨0.5%。国内方面，澳大利亚竞争与消费者委员会（ACCC）宣布计划起诉超市巨头Coles和Woolworths涉嫌价格欺诈。
关键点
- 鲍威尔被调查：美联储主席鲍威尔证实，美国司法部因其国会证词对其展开刑事调查。他谴责这是特朗普政府施加的前所未有的压力。
- 市场影响：美元下跌，结束了连续五天的涨势。现货黄金跳涨超过1.3%，一度突破每盎司4600美元。美国股指期货预示市场将低开。
- 澳股表现：ASX 200指数上涨0.5%，收于8759点。银行股（澳洲国民银行 +1.5%）和黄金矿商上涨，而主要矿业股（必和必拓 -2.5%）在大宗商品价格上涨的情况下反而下跌。
- 超市面临诉讼：ACCC将运用新权力起诉Coles和Woolworths进行价格欺诈。两家超市股价均收高（Coles +2.4%）。
- 主要异动股：Light & Wonder 在与 Aristocrat 达成1.9亿澳元的知识产权和解后飙升18%。Super Retail Group因销售疲软下跌5.3%。
- 经济数据：11月家庭支出激增1%。ANZ-Indeed招聘广告数量下降0.5%，为连续第六个月下降。
- 关键矿物：在七国集团（G7）讨论供应链问题之前，稀土和关键矿物类股票上涨。澳大利亚的战略储备计划受到关注。
- 公司动态：包裹递送服务公司Sendle已停止所有新订单预订。保险委员会宣布维多利亚州丛林大火为”重大事件”。
Original Article Link: https://www.abc.net.au/news/2026-01-12/asx-markets-business-news-live-updates/106218522