CommSec Market Update

*UPDATE: Since recording this episode, the US President and mediators announced that the US and Iran have reached a peace deal, including the end of military operations.* Investor optimism lifted stocks and sent oil prices lower on hopes of an Iran peace deal, though doubts are growing by the hour over whether a US-Iran agreement will be announced today. So how might markets react? Plus, a closer...

The Australian share market rallied strongly on Friday, delivering its best day in more than two months as Middle East peace developments boosted investor sentiment. Materials and gold miners led gains, while energy stocks retreated on softer commodity prices. Next week brings four major central bank meetings, including the RBA on Tuesday, plus key Chinese economic data. Steve Daghlian is a Market...

Investor optimism returned overnight as stocks surged on fresh claims that a peace deal could be imminent. Crude oil prices also plunged on cancelled military strikes, while the Aussie share market is poised for a strong open following Wall Street’s rally. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the ke...

The Australian share market fell for the fourth time in five days as Middle East tensions and mixed US inflation data created uncertainty. While miners recovered and energy rallied, financials and tech weighed heavily. The ASX 200 remains well below February's record high, with upcoming ECB decisions and US jobless claims data set to influence sentiment. Steve Daghlian is a Market Analyst at CommS...

The ASX is poised to open lower today as investors react to renewed tensions in the Middle East, which sent share markets lower overnight. Oil prices rose while most other commodities fell, plus a closer look at why gold has become the asset of choice for central banks around the world. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this pod...

The Australian share market closed marginally higher on Wednesday as investors navigated Middle East tensions and growing expectations of US interest rate hikes. Mining and energy stocks fell on commodity weakness, while defensive sectors like consumer staples and utilities gained ground. Key upcoming catalysts include US inflation data and domestic updates on inflation expectations and retail per...

US stocks fell overnight after a sell-off in technology shares and rising tensions between the US and Iran. Oil prices have fallen to seven-week lows, while a Dutch chipmaker has overtaken its rivals to become Europe's most valuable company ever. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distribute...

The Australian share market fell for a third consecutive session as investors caught up with heavy US and Asian losses. A stronger than expected US jobs report sparked concerns about interest rate hikes, weighing on commodities and mining stocks. Energy and materials sectors led declines, though defensive areas and some banks offered support. Key events to watch this week include corporate briefin...

US stocks recovered after Friday’s sharp sell-off, with the Australian share market set to open higher. Investors are now looking ahead to a busy week featuring a closely watched IPO and key economic data from the US and Europe. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Austral...

Australian stocks fell for a second consecutive day as mining and energy sectors declined sharply. The ASX 200 shed value despite US strength, with geopolitical tensions and iron ore supply concerns weighing on major miners. Healthcare emerged as the day's bright spot. Investors await US jobs data and key retailer strategy updates next week. Steve Daghlian is a Market Analyst at CommSec. Each epis...

The Australian share market is expected to open higher on Friday following overnight ceasefire developments in the Middle East. US markets were mixed, with the Dow Jones reaching record levels while technology shares fell after Broadcom disappointed investors. Plus, what's behind the recent tumble in iron ore prices? James Gruber, Equity Market Strategist at CommSec takes you through all the key n...

The Australian share market fell sharply on Thursday as US weakness and geopolitical tensions weighed on investor sentiment. Mining stocks posted their largest decline in weeks, while energy benefited from Middle East developments. The session erased Wednesday's gains and pushed the year's performance slightly into negative territory, though some standout performers like Treasury Wine Estates gain...

Fresh fighting between the US and Iran has pushed oil prices higher and sent global share markets lower, with renewed tensions rattling investor sentiment overnight. The ASX is set to open lower, while attention will also turn to RBA Governor Michele Bullock as she appears before a Senate committee today. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The...

The Australian share market rose for the first time this week, climbing to near four-week highs after softer economic growth data suggested interest rate pressures may ease. Energy and mining stocks led gains, with copper continuing its strong run. Uranium miners surged on international supply news, while retail stocks retreated on spending concerns. US markets hit record highs overnight, providin...

AI optimism continued to fuel markets overnight, with the S&P 500 reaching a fresh record high and commodity prices moving higher. Plus, the remarkable profit margins behind Nvidia's dominance of the AI boom and the company its CEO believes could be the next trillion-dollar tech giant. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this...

The Australian share market finished flat on Tuesday as investors navigated conflicting signals from US and Iran peace talks. Tech stocks surged to four month highs, while mining giant BHP set fresh records. However, retailers faced pressure following a minimum wage increase decision. Markets await Wednesday's GDP figures and other key economic updates this week. Laura Besarati is a Market Analyst...

Conflicting signals around the Iran war have sent both stocks and oil prices higher, while major AI developments put a rocket under tech shares. Plus, why an activist investor has taken a significant stake in Northern Star Resources and what it could mean for the gold miner. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prep...

The Australian share market opened June on a softer note, edging marginally lower as investors await developments in US-Iran negotiations. Tech stocks delivered strong gains following Friday's US rally, while healthcare extended May's weakness. Key catalysts this week include Australian GDP, RBA testimony, and US employment data. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Ea...

Australian investors will be closely watching a busy week of local economic data, while Wall Street continues to push to fresh record highs despite the ongoing conflict in the Middle East. Plus, what do the latest auction clearance rates tell us about the state of the housing market? Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take...

The Australian share market rallied on Friday, delivering its best day in weeks as tentative ceasefire negotiations between the US and Iran boosted investor sentiment. Materials and financials led gains across a broad-based session. Investors should watch next week's economic calendar, including property prices, inflation data, and job advertisements, alongside potential RBA commentary. Steve Dagh...

More twists in the Middle East conflict have sent global markets on another wild ride with reports of progress towards peace helping push Wall Street towards fresh highs. So what could all this mean for the Australian share market? Plus, the story behind the .tv domain name and what it means for a tiny Pacific Island nation. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of M...

The Australian share market fell sharply on Thursday as escalating US-Iran tensions weighed heavily on sentiment. Despite broad losses across materials, technology and healthcare, pockets of strength emerged in software and AI infrastructure plays. Gold miners faced particular pressure amid a stronger US dollar. Key US economic data and earnings reports tonight may provide direction ahead. Steve D...

The Australian share market is poised to open lower as oil prices fell following draft peace talks between the US and Iran. Overnight, Wall Street remained muted with mixed momentum across sectors, while local inflation data yesterday supported rate hold expectations. Plus, are the Magnificent Seven stocks looking cheap again, or are investors piling back into bubble territory? James Gruber, Equit...

The Australian share market rallied on softer inflation data, reversing early losses to close near session highs. Tech and consumer discretionary stocks led gains as investors priced in a likely pause at the next RBA meeting. Banks recovered from morning weakness, while most sectors participated in the advance. Key upcoming catalysts include US tech earnings and Middle East developments. Steve Dag...

Global oil prices are on the rise again after fresh strikes on Iran dented hopes for a peace deal. Yet despite the renewed tensions, optimism around AI continues to support Wall Street, so what could this all mean for the Australian share market? Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. The content in this podcast is prepared, approved and distrib...