CommSec Market Update

Despite starting strong, markets wilted towards the session's end, with the Dow Jones, the S&P 500, and the NASDAQ down. The ASX 200 is expected to follow suit with a 0.5% decline. Notable market movements include Walmart's historic day, Chubb's stock rise after Berkshire Hathaway's stake revelation, and John Deere's profit forecast trim affecting machinery sector stocks. Looking ahead, attent...

Craig joins us solo today on a day when the market is at record highs.  He unpacks the data overnight that catapulted local markets deep diving into interest rate cuts, higher than expected jobs figures, and what to watch in the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The informatio...

US indices soar to unprecedented heights on the heels of surprising CPI figures, signaling potential rate adjustments according to Tom and Ryan. With tech surges and retail eyes on Walmart, markets react to US economic data. European markets remain steady as commodities gain ground amid a dollar dip. Anticipation mounts for the Aussie market as the ASX 200 is poised for gains and the Aussie dollar...

Aussie job figures and US inflation has investors watching closely today.  Craig and Steve look at how this upcoming data could impact the local market and of course deep dive into the outcome of the federal budget.  They discuss how the market reacted, what the outcomes could do to inflation, and the state of the Aussie market as a result.  They also look at the day ahead, discuss the stocks that...

 Join Tom & Ryan as they dissect how markets shrugged off hotter-than-expected producer inflation numbers in the US, focusing instead on Jerome Powell's hints of a potential inflation decline. Attention will now turn to the CPI report tonight for further insights. European markets show mixed responses, influenced by discussions of rate cuts and corporate news. Locally, the focus is on the fede...

The market has remained quiet today as investors wait for the coming data influx later this week.  Craig and Steve chat through those upcoming market movers, in particular the federal budget and US inflation data.  They discuss some of the speculations, the stocks that caught their eyes today, and what to watch in the hours ahead. The content in this podcast is prepared, approved and distributed i...

US investors tread cautiously ahead of pivotal inflation figures, setting the tone for a mixed start in Australia where BHP faces rejection from Anglo-American for the second time. Hosts Tom and Ryan navigate through the day's market movements, from modest shifts in US indices to European markets' softness, unpacking corporate highlights including Apple's tech ambitions and Walgreens' strategic mo...

Last week was great for Aussie investors but this week has kicked off a touch more cautiously.  Craig and Steve discuss this breather and look at the meaningful market movers that are going to come through in the days ahead including the federal budget.  They discuss if rate cuts are still on the agenda, the two companies that most heavily weighed on the Aussie market, and what to expect in the da...

From Wall Street's cautious optimism to the European markets' record highs, Tom and Ryan cover it all, including intriguing tidbits like McDonald's $5 meal deal and China's economic indicators. With the Aussie shares poised for a dip and key inflation data looming, this week is set to have analysts on their toes! The content in this podcast is prepared, approved and distributed in Australia by Com...

The market managed to claw back some of yesterday’s losses today.  Laura and Stevie reflect on what overall has been a positive week – the best since late March and look at the performance of each of the sectors.  They discuss the big movers of the week, the data that has come out that has influenced these shifts, and look at what could be on the cards for the local market across the weekend. The...

Join Tom and Ryan as they delve into the impact of rate cut expectations on Northern Hemisphere stock markets, dissecting the implications of jobless claims and employment trends for investor sentiment. Despite reporting strong quarterly performance, including a near-doubling of earnings per share and record-high bookings, Airbnb's stock fell by 7%, highlighting the market's sensitivity to forward...

It has been an ugly day for the market today with declines across the board.  Laura and Stevie discuss this abrupt end to the gains, look at the international economic data that could impact markets overnight, and pre-empt the week ahead which will be rife with local data.  They look at the winners and losers in each of the sectors with a quarter of the market’s losses related to one company, and...

As US markets tread cautiously in anticipation of forthcoming inflation data, the spotlight shifts to Sweden's unexpected interest rate cut by the Riksbank, signalling potential ripples across commodities and mining sectors. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take...

The market has remained stagnant today following several days of gains that saw the market up 3%.  Laura and Stevie discuss the slow to this winning streak, look at some of the big movers both internationally and at home, and unpack what to expect overnight. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238...

 With US stocks consolidating and Aussie shares expected to build on recent gains, the focus is on the Reserve Bank of Australia's surprising decision regarding interest rates. Despite an upgrade in inflation forecasts, the RBA maintained a neutral stance, leaving investors grappling with mixed signals. Tom and Ryan dissect the complexities of the RBA's messaging and its implications for market se...

Craig and Steve today deep dive into the data that came out of the reserve bank board decision and how that data impacted the local market as interest rates remained on hold.  With us ultimately seeing a third day of gains for the Aussie market Craig and Steve look at the winners across each of the sectors - with 9 in every 10 companies seeing increases, and look at the economic indicators expecte...

 US investors return with optimism, driving a positive start to the week with the Dow Jones, S&P 500, and NASDAQ all posting gains. The Philadelphia Semiconductor Index also sees a notable rise. Amidst discussions on potential interest rate cuts by the US Federal Reserve, Tom and Ryan navigate through the intricacies of market sentiment, buoyed by solid earnings reports and geopolitical develo...

There has been another small lift for Aussie investors to start the week – a third consecutive trading day of gains.  Craig and Steve unpack this and discuss the market sentiment as an interest rate decision nears.  They look at the performance of each of the sectors, talk through the stand out stocks that have caught their eye, and look at the economic data to expect in the coming day. The conten...

Join Tom and Ryan as they deep dive into the impact of falling bond yields and interest rate expectations on Australian shares, particularly emphasising the potential implications for property, technology, and consumer discretionary stocks. They analyse Wall Street's recent surge following hints of a potential softening stance on US inflation in the wake of Friday's job data, and speculate on the...

Craig joins Laura once again today on a day that was positive for the Aussie market with a second straight run of gains following the mid-week falls.  They unpack the latest economic data, look at the stocks that saw large movements today, and pre-empt what could be on the cards across the weekend. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Secur...

Tom and Ryan delve into the resurgent technology sector leading Wall Street higher, with a focus on US Federal Reserve Chair Jerome Powell's reassuring message to markets. They dissect the impact on rate-sensitive technology shares, Glencore's rumoured interest in entering the Anglo-American takeover discussion, and the release of US non-farm payroll figures.  The content in this podcast is prepar...

The US markets caught attention last night with interest rate discussions suggesting that it isn’t all doom and gloom.  Laura and Craig discuss this announcement which ruled out rate hikes, how the jobs figures could shift the Aussie market at the end of the week, and the performance that we saw today. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth S...

In a whirlwind day on Wall Street, investors hang on every word from Jerome Powell, causing a roller coaster of market reactions. Meanwhile, Aussie shares brace for a lower opening amidst anticipation for National Australia Bank's key earnings report.    The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814....

The market has declined today following in the footsteps of international movements.  Laura and Stevie recap the sector performances of the past month and then look to their performance today.  They talk through some of the big market movers for the day and look to what could lie ahead for the Aussie market ahead of upcoming international announcements. The content in this podcast is prepared, app...

US stocks faced downward pressure overnight due to reinvigorated inflation concerns, leading to expectations of a similar trend in Aussie shares, anticipated to start May on a negative note after experiencing their worst month since October. Stronger wages data in the US fuelled fears of inflation and prompted a downturn in the stock market, which could result in a hawkish pivot by the US Federal...