CommSec
CommSec Market Update
Stay across key moves in the Australian and global share markets with the CommSec Market Update. Brought to you by CommSec’s expert team, join us for two, 10-minute episodes every weekday to keep your finger on the pulse. Start your morning at 7am with James Gruber and Gillian Bowen for a comprehensive analysis of overnight international moves and a look at what to expect for the day ahead. Then, once the ASX closes, join Steve Daghlian and Laura Besarati for a thorough wrap-up of the day’s trade. Whether you're a seasoned investor or just starting out, we keep you up to date on the what, and...
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Episodes
Market Close 13 Oct 25: US‑China trade war keeps investors guessing 13.10.2025 10:00
Today the ASX200 fell about 0.8%, its biggest slide in weeks, as all 11 sectors traded red. Tech led the losses while gold miners rose two to three percent on a jump in metal price. ANZ outperformed with a 3.3% gain after its strategy update, whereas Treasury Wines plunged 15% after pulling guidance. Investors watch US inflation, Australian jobs data and the Qantas breach fallout. The content in t...
Morning Report 13 Oct 25: Wall Street slumps as tariff woes return 12.10.2025 9:59
US stocks suffered their steepest drop in five months as tensions between Beijing and the White House escalated. The Trump administration’s threat of an additional 100% tariff on Chinese imports sent markets into a tailspin, with the Magnificent Seven slumping nearly 4% and tech heavyweights Nvidia, Tesla, and Amazon each falling about 2%. Elsewhere, safe-haven assets gained favour as bond y...
Market Close 10 Oct 25: Miners drag ASX to weekly loss 10.10.2025 9:48
Despite more green shoots than red across the market, the ASX 200 couldn’t keep its momentum, slipping for a fourth time in five sessions. A 2% fall in materials proved too heavy to shake off, wiping out Thursday’s gains as gold and iron ore prices cooled. Tech and retail names kept things interesting — JB Hi-Fi, Flight Centre and Temple & Webster all in the winner’s ci...
Morning Report 10 Oct 25: ASX to fall as Wall Street rally stalls 09.10.2025 9:36
Wall Street pulled back from record highs with the S&P 500 facing another heat check as the rally faltered. Albemarle shares rose after a broker upgrade on cash flow prospects, while rare earth stocks surged after China tightened its grip on global supplies. Delta Airlines reported robust demand heading into 2026, and PepsiCo announced a portfolio overhaul under activist pressure. In Europe, F...
Market Close 09 Oct 25: Miners hit best level in history 09.10.2025 9:48
The Aussie market managed its first lift of the week, though momentum was modest and buyer enthusiasm remained subdued. The ASX200 edged higher despite weakness across financials and tech stocks, with materials the clear standout, hitting a record high thanks to gains from gold and rare earth miners. Lynas Rare Earth surged to a 14-year peak while BHP, Rio Tinto and Fortescue also advanced. Meanwh...
Morning Report 09 Oct 25: Tech buyers step in to fuel Wall Street rally 08.10.2025 9:16
Wall Street looked past government shutdown worries, with the S&P 500 and Nasdaq hitting fresh record highs. Technology led the charge, boosted by Nvidia on renewed demand hopes. Meanwhile, Fed minutes showed policymakers remain cautious on rate cuts amid ongoing inflation concerns. In Europe, French stocks bounced back after recent turmoil. In commodities, gold shattered the $4,000 mark, whil...
Market Close 08 Oct 25: Gold rises to key milestone 08.10.2025 9:26
The ASX200 edged lower, down about 0.1 % and marking a third consecutive losing session. Weakness came from tech, retail and telco stocks, while energy fell and materials gave modest support. Gold broke the $4,000‑a‑ounce milestone, driving a surge in the precious‑metal sector. Looking ahead, markets will watch the US Federal Reserve minutes, upcoming US crude‑oil inventory data and tomorrow&rsquo...
Morning Report 08 Oct 25: ASX to slip as Wall Street rally loses momentum 07.10.2025 8:59
US stocks paused their record-breaking run as Oracle shares slid on reports its cloud margins were weaker than expected. Trilogy Metals jumped after the US government took a 10% stake, while Ford slipped following a fire at an aluminium plant. Constellation Brands topped sales forecasts on strong beer demand, and a New York Fed survey showed growing concern about the job market. Gold futures hit t...
Market Close 07 Oct 25: Aussie stocks tread water near record highs 07.10.2025 9:45
ASX200 down ~1.4% as markets stay cautious amid US government shutdown and mixed tech news. Gold miners lead gains, with Greatland Resources +10% and gold sector up 20‑24% month‑on‑month. DroneShield still up 700% YTD despite 3% dip. Financials, materials, utilities marginally positive; consumer discretionary and telecom fall over 1%. Upcoming Fed, ECB, RBNZ speeches and NZ rate‑cut expected. The...
Morning Report 07 Oct 25: Stocks rise as chipmakers surge after AMD deal 06.10.2025 9:34
Wall Street shook off an unsteady start to close higher, led by a powerful rally in chipmakers after AMD announced a new chip deal with OpenAI. Financials were also in focus, with Fifth Third agreeing to buy Comerica in the year’s biggest U.S. bank deal, while Tesla shares climbed after teasing an upcoming product unveiling. Overseas, French political turmoil pushed bond yields higher. In co...
Market Close 06 Oct 25: Bitcoin and gold surge to record highs 06.10.2025 9:22
The Aussie market started the holiday-shortened week quietly, trading with lighter volumes but briefly topping 9,000 points for the first time in six weeks before easing in the afternoon. Gold miners stood out as the precious metal hit fresh record highs, while Bitcoin also surged to a new all-time high above $125,000. Gains came through from energy stocks after OPEC raised output by less than exp...
Morning Report 06 Oct 25: Rate cut hopes sustain Wall Street amid government shutdown 05.10.2025 10:00
Wall Street ended the week on a mixed footing as the government shutdown entered its third day. Healthcare led the gains, with pharma stocks rising for a second day, while Palantir shares slumped amid renewed doubts over the company’s technology. Elsewhere, oil was in focus after OPEC announced a smaller-than-expected production increase. Back home, Aussie shares are set to open modestly hig...
Market Close 03 Oct 25: Best week since early May for ASX 03.10.2025 9:46
The Aussie share market finished the week strongly, up 0.5% on Friday and 2.3% across the week, marking its best weekly performance since early May. Tech stocks led gains with Live360 and Block, Inc. among the top performers, while energy lagged as oil prices slipped to four-month lows. Eagers Automotive surged nearly 18% after announcing a major Canadian acquisition, while DroneShield climbed 50%...
Morning Report 03 Oct 25: Tech stock buyers emerge as shutdown extends 02.10.2025 8:53
Stocks closed at record highs as investors shrugged off concerns about the government shutdown. Technology remained in focus with OpenAI’s valuation climbing to 500 billion US dollars, Intel surging 50% over the past month, and Tesla reporting a 7% rise in deliveries ahead of expiring EV tax credits. In commodities, oil fell 2% to a four-month low while copper touched a 16-month high. Back h...
Market Close 02 Oct 25: Gold fuels ASX one-month high 02.10.2025 8:26
The ASX200 rose 1.2% to a one-month high, edging closer to 9,000 points in a broad rally led by gold, banks and healthcare. Gold miners surged as prices hit fresh records near US$3,900 an ounce, while CSL bounced almost 4% and the big four banks all advanced. Globally, investors weighed the US government shutdown, weaker jobs data and strong US pharma gains, while dividend season picked up with pa...
Morning Report 02 Oct 25: Healthcare pushes stocks to record highs 01.10.2025 9:30
Join Tom and Ryan as they discuss the week ahead in Aussie and global markets. US stocks hit fresh record highs despite the government shutdown, as investors increasingly bet on near-term rate cuts following the biggest fall in private payrolls since 2023. Healthcare stocks led gains, lifted by eased pricing fears after the Trump deal, while Nike surprised with stronger sales. In commodities...
Market Close 01 Oct 25: Aussie Market flat as US government shuts down 01.10.2025 9:39
The ASX200 slipped only a few points, staying near flat after a 1.4 % September loss and an 8 % YTD gain. Drivers were the first US government shutdown in seven years and mixed sector moves – utilities and industrials led, while consumer discretionary lagged. DroneShield exploded 600 % YTD, while lithium miners fell. Look ahead to US payroll data, the RBA stability report and Chinese holiday...
Morning Report 01 Oct 25: Stocks end strong quarter with moderate gains 30.09.2025 9:12
Join Tom and Ryan as they discuss the week ahead in Aussie and global markets. US markets closed the quarter with modest gains despite concerns over a looming government shutdown. The S&P 500 recorded its biggest third-quarter advance since 2020, while the Nasdaq notched its strongest September quarter since 2012. The Dow Jones also closed at a record high, shrugging off political uncert...
Market Close 30 Sep 25: Gold miners buoy ASX as RBA holds rates 30.09.2025 9:18
The ASX200 slipped about 0.2 % in the final September session, erasing most of the month’s 1.3 % fall. Materials led, with gold miners supplying the top‑ten performers and DroneShield up 37 %. Energy fell roughly 10 % as oil prices dropped. The RBA held the cash rate at 3.6 %, cutting market odds of a November cut to about 40 %. Upcoming: Oct 29 inflation report and jobs data. The content in...
Morning Report 30 Sep 25: US stocks hold small gains as shutdown worries linger 29.09.2025 9:28
Join Tom and Ryan as they discuss the week ahead in Aussie and global markets. Tech stocks led Wall Street higher as investors weighed the risk of a potential government shutdown, with US bond yields easing on the uncertainty. Robinhood shares climbed on strong prediction market volumes, while Barrick and Newmont announced leadership changes as gold surged to a fresh record high amid growing...
Market Close 29 Sep 25: A third day of gains ahead of RBA decision 29.09.2025 8:39
The ASX200 jumped about 0.85% on Monday, extending a three‑day winning streak driven by strong gains in the big four banks and a surge in gold miners, while energy and tech lagged. DroneShield spiked 19% to a fresh record. Market focus shifts to tomorrow’s RBA interest‑rate decision, upcoming US jobs data, a hefty $8.5 billion dividend payout week and the October 16 Australian jobs report. T...
Morning Report 29 Sep 25: Latest inflation data ends Wall Street’s losing streak 28.09.2025 9:26
Wall Street ended a three-day losing streak after the latest inflation report, with the Fed’s preferred measure of inflation coming in line with economists’ expectations. This relief saw buyers push most sectors higher. Pharma stocks jumped on tariff news and game maker Electronic Arts surged on reports of a potential $50 billion buyout. Energy shares also led weekly gains ahead of the...
Market Close 26 Sep 25: Trump tariff threats rattle healthcare stocks 26.09.2025 9:08
The ASX200 closed modestly higher on Friday, up about 0.08% and breaking a three‑week losing streak, while September remains down roughly 2%. Stronger‑than‑expected August inflation trimmed market expectations for a November RBA rate cut to about 50%. US President Trump’s 100% tariff on pharma imports dragged healthcare stocks such as CSL, Pro Medicus and Mesoblast lower, whereas miners (+0....
Morning Report 26 Sep 25: S&P 500 posts longest losing streak in a month 25.09.2025 9:18
Wall Street retreated for a third straight session as stronger growth figures cast doubt on the likelihood of a November rate cut. The US economy recorded its fastest pace of growth in two years, while Treasuries gained as the data clouded the Fed’s policy outlook. In company news, CoreWeave expanded its deals with OpenAI, while Oracle extended its slide on AI concerns, marking a third day o...
Market Close 25 Sep 25: Commodities boost miners as dividends roll in 25.09.2025 8:44
The ASX200 ended Thursday more or less flat after a choppy session, with mining and energy stocks leading gains on stronger oil and copper prices. Woodside and Santos rose with crude oil at seven-week highs, while copper miners like Sandfire and BHP climbed after supply disruptions in Indonesia. Billions in dividends were paid out by BHP, Rio Tinto, Telstra and others, and Premier Investments deli...
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