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
Morning Report 06 Mar 26: ASX to tumble as Iran war lifts oil 05.03.2026 7:04
The ASX is set to tumble as escalating conflict in Iran sends oil prices higher. Elsewhere, US bonds sold off for a fourth straight session as doubts grow over the timing of rate cuts, while Wall Street also fell amid reports of new chipmaker restrictions. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and...
Market Close 05 Mar 26: ASX rebounds after back-to-back declines 05.03.2026 9:01
The Australian share market rebounded on Thursday, recovering roughly half of the previous session's losses as investors shrugged off geopolitical tensions and bought back into oversold stocks. Technology led the gains with a strong four percent rise, while energy stocks recovered despite earlier weakness. The positive lead came from Wall Street, where major US indices rose on signs of economic re...
Morning Report 05 Mar 26: ASX to surge amid hopes of Iran talks 04.03.2026 7:26
The Aussie market is set to rebound amid hopes of de-escalation in the conflict involving Iran, while on Wall Street, the Nasdaq led a broader rally, buoyed by strength in technology stocks. In commodities, oil edged higher amid another volatile trading session. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approve...
Market Close 04 Mar 26: Worst day for ASX in a month 04.03.2026 9:28
The Australian share market suffered its worst day in a month, extending losses for a second straight session with all 11 sectors in negative territory. The conflict in the Middle East has heightened volatility, overshadowing stronger-than-expected GDP data showing 2.6% annual growth. Energy prices surged as Trump directed the US Navy to escort tankers through the Strait of Hormuz, while gold mine...
Morning Report 04 Mar 26: Aussie shares to drop on Wall Street slump 03.03.2026 7:42
Aussie shares are tipped to slide at the open, following heavy losses on Wall Street where the Dow Jones fell by as much as 1,200 points at one stage. So what are investors abandoning, and where is the money flowing? 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 Australia by Commonwealth...
Market Close 03 Mar 26: Energy lifts amid a sea of red 03.03.2026 9:58
The Aussie market stumbled today, posting one of its worst sessions in weeks as escalating Middle East tensions unnerved investors. The ASX 200 retreated sharply, weighed down by widespread caution, though the Energy sector provided a rare bright spot. Oil prices soared after reports of a blockade at the Strait of Hormuz, pushing local coal miners higher. In contrast, it was a "sea of red" elsewhe...
Morning Report 03 Mar 26: ASX to open lower after fresh record 02.03.2026 8:04
Aussie shares are expected to open lower after setting another fresh record while on Wall Street, investors are reacting to the escalating conflict in the Middle East. We also take a look at the US dollar and gold as investors flock into traditional safe havens. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approve...
Market Close 02 Mar 26: Energy sector hits 1.5-year high 02.03.2026 9:58
The ASX 200 ended Monday little changed as escalating Middle East tensions sparked sharp sector swings. Energy stocks soared 5.5% to a 1.5-year high, while gold miners jumped on safe-haven demand. Defensive staples gained, but banks and tech fell amid global uncertainty. Investors await potential US-Iran talks and key economic data including Australian GDP and US jobs figures this week. Steve Dagh...
Morning Report 02 Mar 26: ASX set for rocky start after strikes on Iran 01.03.2026 9:49
A rocky start to the ASX is expected after weekend strikes on Iran rattled sentiment. Oil, gold and defence stocks are tipped to gain as investors price in geopolitical risk, while Wall Street slumped on the news, setting a cautious tone for the local open. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key num...
Market Close 27 Feb 26: Aussie market's best February since 2019 27.02.2026 10:00
The ASX wrapped up a strong February with a 1.3% weekly gain, its best monthly performance in nearly a year. Mining and financials led the charge while consumer staples lagged after Coles underwhelmed compared to Woolworths. Block surged despite announcing 40% workforce cuts, while Harvey Norman rose despite Jerry Harvey's disappointment. Investors now watch ex-dividend stocks and key US data ahea...
Morning Report 27 Feb 26: ASX to open flat as US slumps 26.02.2026 7:05
The ASX is set to open flat as overseas markets slump. Despite strong results from Nvidia, Wall Street investors remained unconvinced, with fresh concerns emerging around the AI trade. Locally, attention now turns to Coles’ earnings and whether it can match Woolworths’ strong showing from earlier in the week. James Gruber, Equity Market Strategist at CommSec takes you through all the k...
Market Close 26 Feb 26: Record-breaking day for Aussie stocks 26.02.2026 10:00
The ASX200 hit a fresh record above 9,200 points, driven by strong gains in tech and healthcare sectors. Energy lagged, down 1.5%. Earnings season saw Qantas and Super Retail Group report mixed results. The market remains resilient despite inflation concerns and upcoming rate decisions. Tomorrow marks the final day of reporting season with key stocks like Coles and The Star Entertainment Group rel...
Morning Report 26 Feb 26: ASX to rise ahead of key earnings 25.02.2026 7:54
The Aussie market is poised for a positive open after climbing to a fresh record high. Wall Street also extended its gains overnight, while investors now turn their attention to what the latest inflation reading could mean for interest rates. 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...
Market Close 25 Feb 26: Record ASX high despite strong inflation 25.02.2026 10:00
The ASX 200 climbed to a fresh record today, shrugging off stronger-than-expected inflation data. Markets followed positive leads from Wall Street despite volatility around Trump's State of the Union address. Key sectors included technology, consumer staples, and materials which hit its own record high. Investors await Coles' results and NVIDIA's overnight earnings, with RBA rate decisions still o...
Morning Report 25 Feb 26: Aussie shares to follow US gains 24.02.2026 7:24
The ASX is set to open strongly as investors brace for a fresh round of earnings reports. On Wall Street, stocks rebounded as technology shares recovered, with markets looking ahead to Nvidia’s results. In commodities, gold slipped from three-week highs as a firmer US dollar weighed on prices. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The conten...
Market Close 24 Feb 26: Trump tariffs take hold as Aussie markets flatline 24.02.2026 9:48
Aussie stocks stalled today, drifting lower for a third session as global uncertainty took hold. Despite an early climb, the index succumbed to a late fade, echoing a weak Wall Street lead where the S&P 500 slumped on AI disruption fears and the official start of President Trump’s trade tariffs. A 10% levy on all global imports took effect this afternoon. Energy and Materials sectors pro...
Morning Report 24 Feb 26: ASX set to rise despite US drop 23.02.2026 7:38
ASX futures are pointing to a positive start, despite a sharp sell-off on Wall Street overnight as investors grappled with fresh uncertainty around tariffs. In commodities, gold spiked on safe-haven demand while broader prices eased, setting up a mixed backdrop for the local session. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcas...
Market Close 23 Feb 26: ASX falls from record high 23.02.2026 10:00
The ASX200 fell 0.6% as tech stocks underperformed, dragged down by US futures. Inflation data and Trump's tariff uncertainty dominated, with gold miners like Ramelius Resources leading gains. Profit season begins with mixed results, including Fisher & Paykel's guidance lift. Key events include Wednesday's inflation data and Friday's ex-dividend announcements. Steve Daghlian and Laura Besarati...
Morning Report 23 Feb 26: ASX to react to Trump’s latest tariff move 22.02.2026 9:00
All eyes will be on the Australian market’s reaction, after further fallout over the weekend from a key US Supreme Court decision that struck down President Trump’s tariffs. The legal ruling was welcomed by investors on Wall Street and European markets, but the ride isn’t over yet. Locally, earnings season is continued to ramp up. James Gruber, Equity Market Strategist...
Market Close 20 Feb 26: ASX locks in second straight weekly gain 20.02.2026 10:00
The Aussie market caught its breath on Friday, finishing almost completely flat after a massive week that saw the ASX 200 finally scale new record heights. While the index took a minor five-point dip today, it still locked in a nearly 2% gain for the week—its best performance since May. Reporting season remained the primary driver of volatility. QBE Insurance surged after a profit jump, whil...
Morning Report 20 Feb 26: ASX to fall from record highs 19.02.2026 9:35
Wall Street pulled back overnight, led lower by a slide in Nvidia and sharp losses across private equity stocks. Meanwhile, Walmart flagged worrying economic signals in a cautious outlook and European markets also retreated from record highs after a mixed batch of earnings. In commodities, oil climbed to a six-month high on concerns over a potential US–Iran conflict, while gold eased as inve...
Market Close 19 Feb 26: ASX records high on busy earnings day 19.02.2026 9:57
CommSec hosts Steve Daghlian and Laura Besarati report the ASX 200 hit a fresh record high, extending its winning streak to four days. Earnings season drove gains, with banks and resources leading. Jobs data showed 17,800 new jobs, supporting rate hike bets. Upcoming: inflation data and more results. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Sec...
Morning Report 19 Feb 26: ASX surges toward fourth straight win 18.02.2026 9:35
Wall Street finished higher, with tech stocks recouping recent losses and broader markets holding gains following the latest Federal Reserve minutes. Elsewhere, Nvidia climbed as Meta deepened ties with the chipmaker. In Europe, stocks closed at fresh record highs, extending the global risk-on tone. In commodities, oil prices jumped 4% amid escalating tensions between Iran and the US, while gold p...
Market Close 18 Feb 26: ASX approaches record high 18.02.2026 9:54
The Aussie market extended its winning streak for a third session, with the ASX 200 briefly scaling the 9,000-point peak for the first time in a week. The Financials and Property sectors led the charge, while Materials lagged due to a retreat in gold prices and profit-taking in BHP. NAB was a standout, surging to a record high on the back of a strong quarterly profit lift. Both Superloop and Netwe...
Morning Report 18 Feb 26: Volatility grips Wall Street 17.02.2026 9:37
Volatility gripped Wall Street as tech stocks wavered amid renewed concerns about AI, although gains in financials helped steady the broader market. In company news, Warner Bros. reopened talks after Paramount signalled a higher bid, while in Europe, the FTSE 100 edged higher as softer jobs data bolstered rate-cut expectations. In commodities, oil prices slipped on signs of progress in US-Iran tal...
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