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The Aussie market had a quiet start to May, trading in a tight range but holding above the key 8,100-point level. Tech stocks led gains, lifted by strong earnings from Microsoft and Meta, while data centre firms like HMC Capital and DigiCo surged on AI-related investment news. In contrast, energy and materials dragged due to falling oil prices and BHP’s decline. Looking ahead, investors are eyeing US earnings from Apple and Amazon, local retail sales, and producer price data.
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After disappointing economic growth figures, US stocks slumped in early trade, though falling long-term interest rates helped spark a late-session recovery. After hours, Microsoft shares surged on stronger-than-expected earnings, while Meta also gained following an earnings beat. In commodities, oil prices posted their sharpest monthly drop in four years, and industrial metals fell on signs of weaker Chinese manufacturing activity. Closer to home, the ASX is expected to open lower on the first day of the new month, even as the Australian dollar strengthened.
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Aussie markets wrapped up April on a high, with the ASX 200 closing in on an eight-week peak after five consecutive days of gains. Fresh inflation data showed headline and underlying inflation easing, boosting hopes for a potential interest rate cut in May. Looking ahead, investors are eyeing key US inflation numbers and earnings from tech giants like Microsoft, Meta, and Amazon, plus local updates on trade and home prices to kick off May.
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Investor confidence continues to build, with Wall Street rising for a sixth consecutive session. Sherwin-Williams shares climbed after a strong first-quarter performance, while UPS fell as the company announced plans to cut 20,000 jobs this year. Meanwhile, Wells Fargo added to the positive sentiment, unveiling a share buyback program of up to $40 billion. In the bond market, US yields slipped to a three-week low amid weakening economic data, while the US dollar strengthened on signs of easing trade tensions. European shares also posted a sixth straight day of gains, echoing the upbeat mood in global markets. In commodities, oil dropped 2% to a two-week low, and gold futures extended their decline. Closer to home, Aussie shares are poised to notch a fifth consecutive day of gains, with investors closely watching upcoming inflation data.
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The market has extended the winning streak today for a fourth consecutive session. Steve is solo to unpack this performance with the market going from strength to strength and reaching the best level in around 8 weeks. Steve discusses the data that is expected tomorrow that could influence local rate cut discussions and looks at international markets with the US also expecting a busy week amid jobs updates and earnings data. Consumer staples was the only sector to not push higher, and Steve discusses the stocks that moved the most including Boss Energy and Mineral Resources.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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US stocks ended mixed overnight as investors look ahead to a busy week of company earnings. Interest rates eased as markets anticipated key inflation and growth figures due later in the week. Tech giant Nvidia slipped more than 2% after reports that Huawei is preparing to launch a competing chip. In Europe, stocks closed higher, led by gains in healthcare and banking sectors. Meanwhile, the US dollar moderated, although commodities generally weakened, with oil sliding 1.5% amid concerns over global growth and supply risks. Closer to home, the Aussie share market is set to open modestly higher on Tuesday, while the Aussie dollar firmed against a softer Greenback.
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The market has lifted for a third straight day with the market cracking the 8000-point mark once again. Steve is solo to unpack this encouraging performance and to look at the position of each of the sectors with 9 of them seeing gains, tech and energy being the standouts. Steve discusses the stocks that saw both positive and negative reactions to the ongoing tariff conversations, the companies that caught attention including Flight Centre and Telix Pharmaceuticals, and what to watch in the week ahead.
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Wall Street advanced last week, buoyed by the latest earnings reports, with the Nasdaq rising 1.3% to signal a positive trend. Alphabet shares gained 1.7% on the back of encouraging results, while investors now turn their attention to upcoming reports from Meta, Microsoft, and Apple. Meanwhile, trade negotiations between the US and China remain ongoing and complex. In commodities, prices lagged as the US dollar strengthened. Closer to home, the ASX 200 is poised for a flat start on Monday, with investors eyeing quarterly inflation data due on Wednesday.
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Steve is solo again today with the Aussie market continuing to hold onto some solid gains that have accumulated across this short week. Steve reflects on this two-week streak following a challenging February and March, looks at the performance of US markets which saw gains amid softening tariff conversations, and unpacks the standout performers today with many seeing gains despite energy and consumer staples coming under pressure. Uranium stocks have attracted attention, and Steve looks at what could move markets in the week 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 information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Wall Street surged overnight as investor sentiment improved following President Trump's softened stance on trade, fueling hopes for a deal with China. Technology stocks led the rally, with notable gains across the sector. Tesla shares rose after Elon Musk signalled a pullback from DOGE-related activity, while Boeing reported a smaller-than-expected loss despite ongoing trade war concerns. US bond yields were mixed amid Trump's latest pivot on the Federal Reserve and tariffs, while the US dollar rebounded as the White House moved to ease tensions with China. In commodities, oil prices retreated more than 2%, and gold slid as demand for safe-haven assets waned. Closer to home, futures point to a flat start for the ASX, following yesterday’s gains.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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It has been an encouraging session on the Aussie market which shook off the sizable declines that started the week. Steve is solo today to unpack the session where tariff discussions continue to drive market reactions, discuss the standout performers which included energy, tech, and mining stocks, and the hefty declines seen across gold miners. Steve also looks at what is on the cards for the remainder of the holiday shortened week including US property sales data and profit results for the likes of Boeing and IBM.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Wall Street rebounded overnight, with major indexes ending higher as investors responded positively to corporate earnings and growing optimism around easing tariff tensions. Industrial giant 3M held steady, maintaining its full-year outlook, while Tesla reported a 20% decline in automotive revenue. In commodities, oil prices surged 2% following the announcement of new sanctions on Iran, while gold briefly hit a fresh record high before pulling back. Copper also edged higher, defying a generally downbeat outlook for global demand. Closer to home, Aussie shares are poised to rise on Wednesday, despite a downward revision to global growth forecasts from the IMF. Meanwhile, the strong US dollar continues to pressure the Aussie dollar, which has weakened in response.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Aussie markets held their ground after a rough night on Wall Street, where US indices plunged following Donald Trump’s fiery social media post attacking Fed Chair Jerome Powell. Despite the global jitters, the ASX 200 steadied, thanks in large part to a 3.8% surge in CBA shares. Gold stocks sparkled on safe haven demand, while tech and energy lagged amid interest rate fears and falling oil prices.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Wall Street fell sharply, with the S&P 500 shedding 2.5% after President Trump criticised the Fed’s pace of interest rate cuts. Tesla also came under pressure ahead of its earnings release, facing heightened scrutiny. In commodities, oil prices dropped more than 2% on mounting global growth concerns, while gold surged to another record high as investors sought safe-haven assets. Looking ahead, Aussie shares are poised to open lower on Tuesday, and the Aussie dollar has strengthened as the US dollar slumped to a three-year low.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Aussie shares defied expectations and finished the week on a high, with the ASX200 lifting despite sharp overnight losses on Wall Street. The unexpected strength came after weaker-than-expected March jobs data—just over 32,000 jobs added and a rise in the unemployment rate boosted hopes of a rate cut when the RBA meets on May 20. Energy and mining stocks led the gains, helped by a rebound in oil, gold, and iron ore prices, while BHP and Pilbara Minerals faced pressure from underwhelming quarterly results. With markets now closed for the Easter long weekend, all eyes turn to global earnings, including Netflix, and ongoing trade tensions that could stir things up before trading resumes Tuesday.
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Wall Street returned to volatility overnight as investors weighed the impact of Jerome Powell’s latest comments on interest rates. Tech stocks led the decline, with Nvidia tumbling 8% following a massive write-down, dragging the broader sector lower. The Philadelphia Semiconductor Index shed more than 5% in response. In contrast, retail sales surged ahead of an expected tariff increase, offering a rare bright spot in an otherwise turbulent session. Meanwhile, the US dollar slumped, boosting commodities — oil climbed 2%, while gold surged to record highs. Closer to home, ASX 200 futures point to a weaker open on Thursday, with local investors eyeing upcoming employment data. The Aussie dollar gained ground on US dollar weakness, adding to the global currency market shifts.
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The Aussie share market started strong but lost steam by the close, ending slightly lower and breaking its winning streak—despite upbeat economic data from China. Energy, mining, and healthcare stocks dragged the market down, while major banks and gold stocks lifted. On the flip side, Mineral Resources tumbled after two board resignations, and Rio Tinto dropped on weak quarterly results. Investors are eyeing key U.S. economic data and an interest rate decision from Canada tonight, while tomorrow’s Australian jobs report will be crucial in shaping expectations for a potential RBA rate cut in May.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Markets experienced mixed fortunes overnight, as investors weighed the latest developments on tariffs. Sentiment was shaped by reports that the White House may suspend tariffs on auto parts—a move that helped lift European car makers. Meanwhile, bank stocks continued their upward momentum on the back of improved earnings. Johnson & Johnson posted better-than-expected results, though its shares slipped amid lingering tariff concerns. In currency and commodity markets, the US dollar has rebounded, while prices remain volatile—oil held steady, and gold edged back toward record highs. Closer to home, futures point to a flat open for the ASX 200, and the Aussie dollar has eased slightly.
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The session has been relatively subdued today and remained mostly flat. Laura and Stevie discuss the session which saw some slight gains around midday and a mixed performance across the sectors with materials and financials helping to keep the market in the green. They discuss the dividend payments occurring today including Hub24, the mixed performance of gold miners, and the names that made headlines including Collins Food.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Both US and European stocks posted gains, buoyed by the news of potential tariff exemptions. Bank stocks advanced on the back of better-than-expected earnings reports, while carmakers also benefited from the easing trade tensions. In commodities, prices were mixed. A softer US dollar supported firmer copper prices, while gold pulled back from record highs and oil prices edged lower. Closer to home, futures are pointing to modest gains for the ASX 200, and the Aussie dollar has firmed overnight.
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 into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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