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...
Be sure to visit the podcast's website and support the creator: www.commsec.com.au
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Episodes
AM 27 Aug 26: Breaking News: Nvidia results just out 26.08.2026 7:55
Nvidia has delivered its highly anticipated results, beating expectations on both its quarterly result and forecast, although shares slipped in after-hours trade. The ASX is poised to open slightly lower after a steady session on Wall Street, with another busy day of local company results ahead. Plus, a closer look at how key global climate indicators continue to deteriorate. James Gruber, Equity...
PM 26 Aug 26: Nvidia Results ahead 26.08.2026 10:01
The Australian share market gave back early gains on Wednesday as inflation data disappointed expectations. While headline inflation eased, underlying measures remained sticky and well above the Reserve Bank's target, prompting a market reassessment of rate hike odds. Earnings season continued with mixed results across consumer, technology and energy stocks, while strong showings from retailers Wo...
AM 26 Aug 26: ASX to gain ahead of big results day 25.08.2026 7:27
The ASX is set for a stronger open ahead of another busy day of company results and the latest Australian inflation figures. Wall Street gained overnight as investors took a closer look at the new US sanctions on Iran, sending oil prices and bond yields sharply lower as inflation concerns eased. Plus, why the S&P 500’s dividend yield has fallen to its lowest level on record. James Gruber...
PM 25 Aug 26: Best day in three weeks for ASX 25.08.2026 9:54
The Australian share market delivered its strongest session in three weeks, with gains across most sectors led by technology and consumer staples. Energy stocks tracked lower oil prices, while supermarket giant Coles and defence contractor Electro Optics Systems featured among notable movers. With inflation data and earnings from major retailers expected tomorrow, investors remain focused on econo...
AM 25 Aug 26: ASX set to rise, Iran sanctions revealed 24.08.2026 8:15
The ASX is set to edge higher as another busy day of company earnings gets underway, with Coles, Woodside and Scentre Group among those reporting. A stern warning from the US for countries with trade ties to Iran has put geopolitical tensions back in focus, but what has it meant for Wall Street and global oil prices? Plus, the latest RBA meeting minutes and a fresh read on US consumer confidence a...
PM 24 Aug 26: Mining Stocks keep ASX Positive 24.08.2026 9:57
The Australian share market rebounded on Monday after two weeks of declines, with the ASX 200 rising as the mining sector led gains on a weaker US dollar and rising commodity prices. Key earnings results from healthcare, energy, and retail stocks delivered mixed outcomes, while inflation data and NVIDIA results loom as major catalysts this week. Steve Daghlian is a Market Analyst at CommSec. Each...
AM 24 Aug 26: ASX set to open stronger, more earnings ahead 23.08.2026 8:05
The ASX is set for a stronger open as another big week of company results gets underway and August reporting season enters its final stretch. Wall Street closed higher on Friday but finished the week lower as investors weighed volatile bond yields and uncertainty in the Middle East, while commodity prices continued to climb following the US government’s surprise intervention in the bond mark...
PM 21 Aug 26: ASX dips ahead of earnings bonanza 21.08.2026 9:59
The Australian share market retreated for a second consecutive week as a deluge of earnings results and softer employment data weighed on sentiment. Energy stocks found support from geopolitical tensions, while financials struggled after banks flagged softer mortgage applications. Key upcoming events include Australian inflation data and US earnings from major tech firms, with another busy week of...
AM 21 Aug 26: Wall Street in the red, ASX set to drop 20.08.2026 8:38
Wall Street fell overnight as disappointing results from a major US retailer and rising bond yields weighed on sentiment. The ASX is set to follow US markets lower, while oil prices climbed to a more than three-week high as tensions between the US and Iran escalated. Plus, concerns linger over rising long-term borrowing costs as the US Treasury considers expanding its bond buyback program. Join Ja...
PM 20 Aug 26: First Gains in 7 Sessions 20.08.2026 9:54
The Australian share market recovered from its longest losing streak since April as investors digested weaker employment data and a flurry of company earnings. Materials and gold stocks led gains, while financials continued to struggle. Key upcoming data on inflation next week could shift interest rate expectations further. Laura Besarati is a Market Analyst at CommSec. Each episode, she breaks do...
AM 20 Aug 26: US stocks rise as bond yields ease 19.08.2026 9:08
US stocks rebounded overnight as government bond yields eased, while a weaker US dollar helped lift commodities. The ASX is poised for a stronger open, with miners likely to benefit from higher commodity prices as another busy day of company results gets underway. Plus, Australian labour force figures are due today as investors assess the outlook for interest rates. James Gruber, Equity Market Str...
PM 19 Aug 26: ASX Falls for the 6th Straight Day 19.08.2026 10:00
The Australian share market extended its longest losing streak since April, with six consecutive days of declines driven by falling US tech stocks and rising oil price concerns. Despite the weakness, the market remains up for the month and year-to-date. Reporting season volatility continues with significant individual stock swings, while healthcare rebounds strongly and financials struggle for a f...
AM 19 Aug 26: Tech selloff sends Wall Street lower 18.08.2026 8:31
Technology stocks dragged Wall Street lower overnight as rising bond yields fuelled concerns about borrowing costs and company valuations. The ASX is poised to open slightly lower ahead of another busy day of company results, while weaker commodity prices could weigh on miners. Plus, a closer look at the sharp rebound in Australian healthcare and tech stocks. James Gruber, Equity Market Strategist...
PM 17 Aug 27: CSL surges on latest results 18.08.2026 10:00
The Australian share market edged higher on Tuesday as investors digested a slew of company earnings from major listed firms. Healthcare stocks led gains following strong results, while weak Chinese economic data raised concerns about commodity demand. Key reporting season themes included dividend payouts, transformation progress, and commodity sector resilience amid global uncertainties. Steve Da...
AM 18 Aug 26: ASX set to drop ahead of BHP and CSL results 17.08.2026 8:11
The ASX is poised to open lower as earnings season hits top gear, with heavyweight results from BHP, CSL, Pro Medicus and Cochlear in focus. Wall Street dipped overnight as stalled Iran peace talks pushed oil prices higher and fuelled fresh inflation concerns. Plus, why Australia’s $12.4 trillion property market continues to dwarf shares and superannuation. James Gruber, Equity Market Strate...
PM 17 Aug 26: Bank Slump Outweighs Mining Gains 17.08.2026 8:46
The Australian share market fell for a fourth consecutive session on Monday, though remains on track for its fifth consecutive month of gains. A weak consumer spending trend emerged as major earnings disappointed, with retailer JB HiFi plunging after flagging softer July sales. Banking results continued to pressure the financials sector, while materials recovered earlier losses. Tomorrow brings ma...
AM 17 Aug 26: ASX set to fall as earnings season heats up 16.08.2026 9:36
The Australian share market is set to open lower after its worst week since April, as a busy reporting season gathers pace with results from some of the country’s biggest companies. Wall Street also dipped on weaker-than-expected retail sales, while oil prices climbed as hopes of an Iran peace deal faded. Plus, a closer look at the little-known chipmaker that has become China’s largest...
PM 14 Aug 26: Worst week for ASX since April 14.08.2026 9:30
The Australian share market fell for a third consecutive day, dragging the week into negative territory as materials and financial stocks retreated. Despite US markets hitting record highs overnight, local weakness in mining and banking offset gains in technology. With reporting season intensifying next week and around sixty companies set to deliver results, investors will be scrutinising outlooks...
AM 14 Aug 26: Soaring tech stocks send S&P 500 to fresh highs 13.08.2026 7:07
The S&P 500 hit a fresh record high overnight as tame US inflation data and another surge in tech stocks fuelled optimism. Closer to home, the ASX is poised to dip at the open as weaker commodity prices weigh on miners, while RBA Governor Michele Bullock is set to appear before a government committee today. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers...
PM 13 Aug 26: Mixed profit results keep ASX subdued 13.08.2026 9:50
The Australian share market declined for the third time this week as most sectors retreated in a subdued session. Earnings season continues to dominate, with mixed results from major banks, insurers, and energy companies. Key themes include dividend impacts, natural disaster claims weighing on insurers, and strategic shifts toward battery investments. US inflation data and upcoming RBA testimony p...
AM 13 Aug 26: Tame inflation lifts US markets 12.08.2026 7:32
The Australian share market is poised to open lower on Thursday ahead of a busy day of company results, including Telstra, Transurban and Origin. Wall Street mostly rose overnight on tame US inflation data and strong AI-related earnings, while gold climbed to its highest level in more than two months. Plus, can you guess which has been the best performing commodity this year? Hint: it’s not...
PM 12 Aug 26: Profit results weigh on ASX 12.08.2026 9:55
The Australian share market edged lower on Wednesday as earnings season intensifies. While some companies beat expectations, cautious outlooks and softer growth guidance sparked broad-based selling. Banks, retailers, and job platforms faced particular pressure, though utilities and insurers found support. Investor sentiment remained fragile amid weak US leads and mixed economic signals. Steve Dagh...
AM 12 Aug 26: ASX set to dip ahead of key company earnings 11.08.2026 7:57
The Australian share market is poised to open lower after the RBA kept rates on hold yesterday but warned inflation remains too high. Wall Street reversed early gains as hopes of an Iran peace deal faded, sending oil prices back towards one-week highs. Locally, a busy day of earnings includes Commonwealth Bank, AGL and SEEK, while key US inflation data will also be in focus. James Gruber, Equity M...
PM 11 Aug 26: ASX lifts as RBA stays on hold 11.08.2026 9:58
The Australian share market rose on Tuesday as energy stocks surged on higher oil prices amid US-Iran tensions, while the Reserve Bank kept interest rates on hold. Reporting season dominance saw mixed results: Austol soared on a takeover offer despite losses, while Live360 and SGH fell on weak outlooks. Commonwealth Bank and other major reporters headline tomorrow's agenda. Steve Daghlian and Laur...
AM 11 Aug 26: ASX set to open steady ahead of RBA call 10.08.2026 8:14
The ASX is set for a steady open ahead of the RBA’s interest rate decision this afternoon, as investors weigh Governor Michele Bullock’s latest comments on inflation and economic conditions. Overnight, oil prices surged on Middle East tensions, while US markets edged lower after recent gains. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check...
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