ASX 200 fell another 81 points to 6475 (-1.2%) as September quarter ends in negativity. For the week, the index is down 100 points and for the quarter a mere 93 points. Some rebalancing taking place and nerves ahead of a long weekend in NSW and a week-long holiday in China. Banks well and truly in the doghouse today with the Big Bank Basket down to $162.95 (-2.4%). MQG continuing under pressure down 4.2% with insurers flat. Defensives in healthcare and industrials sold off, CSL down 0.6%, COH off 6.6% and PME being hit hard on profit taking down 5.6%. REITS eased, tech whacked WTC down 5.6% and XRO falling 4.3%. The All-Tech Index down big time following Nasdaq, off 3.1%. Industrials like TCL eased, BXB down 2.2% and TLS fell 0.8%. Resources though were a bright spot especially in the heavily sold off gold miners. NCM up 2.7% NST up 4.5% and SBM up 6.5%. BHP better too up 0.9% with RIO up 2.7%. Base metals and lithium stocks eased.
 
In corporate news, CXO revealed a $100m placement, TGR recommended takeover scheme, Nick Falloon exits NEC and RBA meeting next week. TPG response to ACCC views.

Nothing on the economic front but China data showed the economy is still failing to fire. Asian markets weaker slightly but Japan down over 2% . 10-year yields at 3.89%. Dow Futures down eight points.

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