CommSec Market Update

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...

The ASX 200 ended a three-day winning streak on Tuesday as Middle East developments created conflicting signals for investors. Uncertainty over the Strait of Hormuz and ongoing negotiations kept energy and materials volatile. ASX Limited plunged on cost warnings, while Fisher and Paykel Healthcare soared. Aussie inflation data looms as a major catalyst ahead of the RBA's next rate decision. Steve...

A US-Iran peace deal has yet to be confirmed, but investor optimism continues to build. Oil prices have tumbled despite a key maritime route remaining closed, so what could all this 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 distributed in Australia by Common...

The Australian share market extended its winning streak to a third consecutive session, rising modestly as cautious optimism over Middle East negotiations offset energy sector losses. Coal miners surged on supply concerns, while airlines benefited from falling oil prices. Investors await Wednesday's inflation data and focus on RBA policy signals ahead of a quiet week. Steve Daghlian and Laura Besa...

The Australian share market is poised to open lower as investors digest Middle East developments and await key inflation data this week. Wall Street finished Friday with modest gains, buoyed by strong corporate earnings and semiconductor momentum, while the Dow posted a record closing high. Oil prices remain elevated amid ongoing peace negotiations, and the ASX 200 futures suggest a cautious start...

The Australian share market edged higher on Friday to post a weekly gain after a volatile stretch. Softer employment figures have tempered expectations for another interest rate rise, while US-Iran negotiations remain uncertain. Energy and mining sectors led gains, though defensive stocks retreated. Company-specific moves dominated, with fast food chain Guzman surging after exiting US operations....

The Australian share market is poised to build on yesterday's best day in six weeks, driven by cooling labour market data that eased rate hike concerns. Meanwhile, speculation is growing that a US-Iran agreement could be revealed within hours, sending markets and oil prices on another wild ride. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, a...

The Australian share market rallied strongly on Thursday, gaining around one and a half percent, as weaker employment data shifted expectations away from further interest rate hikes. Materials and property trusts led gains across most sectors. NVIDIA's earnings underwhelmed despite beating forecasts, while Webjet rebounded on renewed takeover interest. Next week's inflation report looms as the nex...

The Australian share market is poised to open higher after US President Donald Trump's comments on Iran negotiations boosted global sentiment overnight. However, the day's direction will likely depend on how investors digest Nvidia's earnings results, which could signal demand for chips and the AI supply chain. Oil prices tumbled while base metals rallied on deal hopes, and the Aussie dollar stren...

The local market plunged 1.3% to a seven-week low, dropping beneath the critical 8,500 psychological barrier. Sentiment broke after US President Trump warned he was "an hour away" from ordering strikes on Iran, sparking global war fears and a heavy 2% drop in mining stocks. Webjet cratered 11% as Virgin Australia slashed its travel commissions, while tech competitor Flight Centre fell 3.5%. Meanwh...

Thirty-year US government bond yields have climbed to their highest levels in almost 20 years, weighing on sentiment and sending both US stocks and ASX futures lower. Plus, a closer look at whether we’re in the midst of an unheralded commodities bull market. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, appro...

The local market rebounded sharply from a seven-week low, lifting 1.1% in its best session for a fortnight. Investor sentiment flipped positively on reports that US President Trump halted fresh military strikes on Iran to allow Gulf allies time for diplomacy. Consumer Staples jumped 3% and Financials recovered 1.7% to lead the broad bounce. Tuas skyrocketed 18.7% following its recent 62% regulator...

US markets pared losses after Donald Trump paused any immediate escalation in the Iran conflict. The Australian share market is expected to open in the black, while a closer look at how inner London property prices have stalled over the past decade. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distrib...

The ASX 200 fell sharply on Monday, hitting a seven-week low as weak economic data from China and rising US bond yields weighed on investor sentiment. Almost all sectors declined, with industrials and materials hardest hit, though energy stocks found support from higher oil prices. Key upcoming events include Nvidia earnings and Australian jobs data later in the week. Steve Daghlian and Laura Besa...

Wall Street has retreated from record highs as investors weigh what’s driving the latest sell-off. The Australian share market is heading for a lower open, while attention is also turning to Nvidia’s key results later in the week. James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, take you through all the key numbers. The content in this po...

The local market faded late to finish 0.1% lower, marking a 1.3% loss for the week. This represents the fourth weekly decline in five weeks, driven largely by a "War Toll" on financials and healthcare. Sentiment soured after President Trump stated there was "no rush" to reopen the Strait of Hormuz, causing oil prices to spike and equities to retreat. While the materials sector gained 2% this week,...

The Australian share market is poised for gains on Friday as US technology stocks continue their record-breaking rally, driven by AI and semiconductor strength. Investors are monitoring the Trump-Xi summit in Beijing alongside solid US economic data, while keeping watch on upcoming mega IPOs that could reshape tech sector demand. Locally, QBE and Auckland Airport earnings are in focus. James Grube...

The Australian share market ended a four-day losing streak Thursday despite a mixed session where banks rebounded strongly following heavy losses, while tech stocks and consumer staples faced pressure. Key moves included Coles falling on court ruling, Megaport surging on AI contracts, and miners hitting fresh highs on strong commodity prices. Investors remain watchful of Trump-Xi summit trade talk...

The Australian share market is poised to drop at the open as strong gains in US tech fail to lift local sentiment. Investors are also weighing mixed global signals, with uncertainty around Donald Trump’s Beijing visit and trade relations keeping pressure on the ASX. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepare...