Episodios
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The market has reversed the recent gains today as it took a breather following yesterdays near record high. Laura and Stevie discuss the session which has seen the week ultimately remain flat, and unpack the sectors with all but materials dropping into the red. A number of stocks have caught attention today including IAG, Mayne Pharma, and Orica and they look at what to expect 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 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 retreated as mounting deficit fears triggered a sell-off in bonds and equities. In company news, Apple shares declined after its lead designer became entangled in a partnership with OpenAI, while Target stumbled as tariffs weighed on its earnings. Meanwhile, banks also pulled back amid renewed jitters over rising interest rates. In commodities, oil prices fell on news of US-Iran nuclear talks, even as geopolitical uncertainty continued to push gold prices higher. Closer to home, Aussie shares are expected to open lower on Thursday, tracking global bond market volatility.
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.
See omnystudio.com/listener for privacy information.
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The Aussie market has continued to push higher today following both the interest rate cut that happened yesterday and talks of further cuts in the coming months. Stevie is solo to discuss this near 13-week high for the Aussie market, break down local performance with most of the sectors seeing growth, and unpack the recent US market gains. He talks through the biggest movers today including Nufarm who has seen a drop of around 30% and looks at what could happen to markets in the days 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.
See omnystudio.com/listener for privacy information.
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Wall Street snapped a six-day winning streak as investors searched for fresh catalysts to drive momentum. Technology stocks led the decline, weighed down by rising bond yields, which edged higher amid ongoing fiscal concerns in the U.S. In corporate news, Home Depot said it doesn’t expect to raise prices in response to new tariffs, while Elon Musk confirmed Tesla’s plans for a robo-taxi rollout—though the announcement lifted shares only modestly. Meanwhile, Moderna saw its stock jump on stronger-than-expected COVID-related guidance. In commodities, oil prices slipped slightly due to geopolitical uncertainty, while gold prices firmed as the U.S. dollar continued to weaken. Closer to home, Aussie shares are set to open higher on Wednesday following the Reserve Bank’s decision to cut interest rates to a two-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.
See omnystudio.com/listener for privacy information.
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The Aussie share market rebounded on Tuesday, rising 0.7% after breaking a nine-month winning streak, with 10 of 11 sectors posting gains. The Reserve Bank of Australia delivered its second rate cut of 2025, lowering interest rates by 25 basis points to 3.85% — the lowest level since May 2023. Looking ahead, earnings from James Hardie, New Farm, Webjet, and Seek are in focus, with international eyes on Canada’s inflation data and Home Depot results.
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US markets closed almost unchanged on Monday, despite underlying volatility. The S&P 500 notched its sixth winning session, as investors appeared to look past the recent US credit downgrade. UnitedHealth shares extended their rally after the CEO bought into a beaten-down stock, while Reddit shares slipped amid concerns over a potential threat from Google’s AI developments. Meanwhile, the US dollar weakened following Moody’s downgrade, helping gold prices surge. Closer to home, Australian shares are set to open higher on Tuesday, with attention turning to the RBA and its widely expected interest rate cut.
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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The winning run for the Aussie market has come to an abrupt end today. Stevie is solo to reflect on what has been a decent run over the past couple of weeks, look at the recent performance of international markets, and to unpack what could be on the cards with an interest rate decision expected for Australia tomorrow. The sectors mostly saw declines today with mining and energy stocks making some sizable moves, and Stevie discusses the stocks which caught attention including Domino’s.
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.
See omnystudio.com/listener for privacy information.
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Wall Street ended the week on a high note, marking its fifth consecutive day of gains despite US consumer sentiment sinking to its second-lowest level on record. Inflation expectations among consumers have surged to their highest since the early 1980s, adding to market jitters. Meanwhile, after-hours trading remains in focus as Moody’s downgraded the US credit rating, while commodities faced pressure from a strengthening US dollar. Oil prices managed to secure a second straight week of gains, but gold suffered its worst weekly decline since November. Closer to home, Aussie shares are set to start the week lower on Monday as investors keep a close watch on the Reserve Bank’s upcoming policy decisions.
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.
See omnystudio.com/listener for privacy information.
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The Aussie share market notched its eighth straight day of gains—its longest winning streak in nine months. Locally, strong wages and jobs figures haven’t shifted expectations for a possible rate cut when the RBA meets next week—though some speculate rates could remain on hold. Key sectors like materials and tech led the charge, while financials wobbled despite CBA briefly hitting a record high. Investors will be watching next week’s RBA decision closely, along with China’s major economic data release on Monday.
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.
See omnystudio.com/listener for privacy information.
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Wall Street delivered a mixed performance as leading technology stocks lost some ground. However, broader markets gained amid falling US bond yields driven by shifting Federal Reserve expectations. Retail sales growth slowed, contributing to a dip in both bond yields and the US dollar. In company news, Cisco shares rose on a positive sales forecast, while Walmart warned of impending price hikes due to Trump-era tariffs. Meanwhile, in Europe, defense stocks gained following a deadlock in Russian-Ukraine negotiations. In commodities, oil prices dropped 2% amid renewed expectations of a US-Iran nuclear deal, while gold prices climbed 1% on weak US economic data. Closer to home, Aussie shares are poised to extend their winning streak to an eighth consecutive session to close out the week.
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.
See omnystudio.com/listener for privacy information.
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The Aussie share market managed to carve out another small gain, extending its winning streak to seven sessions, though overall moves remain cautious as investors eye record highs. Stronger-than-expected jobs data surprised economists, with 89,000 new roles added in April—most of them full-time positions for women—fuelling speculation about the Reserve Bank’s next move. Investors now turn to a busy night in the US for key data on business inflation, retail sales, and commentary from Fed Chair Jerome Powell.
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.
See omnystudio.com/listener for privacy information.
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The S&P 500 has shown signs of exhaustion following a substantial rebound, while rising bond yields weigh on market sentiment and strengthen the US dollar. Technology stocks have gained at the expense of the broader market, with Middle East deals propelling SuperMicro higher. Boeing has secured a record deal with Qatar and is expected to create significant jobs, while healthcare stocks continue to underperform. Meanwhile, commodities are slumping as the US dollar surges. Closer to home, Aussie shares are set to open lower on Thursday, snapping a six-day winning streak ahead of key employment data.
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.
See omnystudio.com/listener for privacy information.
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The market has held strong on the recent winning streak – even if only just. Laura and Stevie discuss these 6 days of gains that have seen the market at the best levels in around eleven weeks. They start by looking at international markets as the recent volatility continues to keep markets tense ahead of a possible rate cut decision and upcoming jobs data, unpack the sectors with energy stocks remaining standouts, and they look at the stocks that saw the biggest moves including Aristocrat Leisure and Life360.
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.
See omnystudio.com/listener for privacy information.
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Technology stocks are driving Wall Street higher, recovering previous losses, while US bond yields hold steady following a slower-than-expected rise in inflation. Meanwhile, the US and Saudi Arabia have announced a $1 trillion trade pledge, with Nvidia and AMD set to supply chips for AI data centres in the kingdom. In commodities, oil prices are climbing amid tariff cuts, and copper has hit a six-week high following a US-China trade truce. Closer to home, Australian shares are poised to extend gains for a sixth consecutive session on Wednesday, with investors eyeing upcoming wage data. Aristocrat Leisure and CBA shares will also be in focus ahead of key trading updates.
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.
See omnystudio.com/listener for privacy information.
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The Aussie share market climbed for a fifth straight session, lifted by optimism over a temporary US-China trade deal that saw both countries reduce tariffs for 90 days. Global markets surged in response, with US stocks rising sharply and Australian stocks following suit—though gains faded slightly by close. Breville and Life360 soared on positive trade implications and strong earnings, respectively. Meanwhile, consumer confidence rebounded modestly, and all eyes now turn to upcoming US inflation data and Australia’s jobs report, with a local rate cut potentially on the horizon.
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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Global equity markets surged as investors cheered the US-China trade deal, with the Dow Jones jumping over 1,100 points and the S&P 500 closing at its highest level since March 3rd. Technology stocks, particularly those with significant exposure to China, saw strong gains. Apple is poised to implement iPhone price hikes, while NRG Energy is betting on the future of gas with a $12 billion LS deal. Meanwhile, Treasury yields rose as the US-China trade agreement pushed investors away from safe havens, causing oil prices to climb to a two-week high amid tariff reductions. Gold, however, slumped nearly 3% as its appeal dimmed. Closer to home, Aussie shares are expected to open higher on Tuesday after hitting two-month highs. The Aussie dollar continues to slide against the US dollar, while investors keep a close eye on Life 360’s earnings update and upcoming sentiment surveys
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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The Aussie market has seen further gains today as trade talks once again demand attention. Laura and Stevie reflect on this session which lost some steam as the afternoon went on but ultimately stayed in the green. With an update on trade discussions expected in the day ahead some volatility could be on the cards, they address the increase in oil prices along with the flow through to our energy sector and unpack the mixed bag across the other sectors with healthcare seeing declines.
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 eased ahead of the upcoming US-China trade talks, with energy stocks leading gains in the S&P 500 after a rebound in oil prices. Pharmaceutical stocks remained under pressure amid ongoing regulatory concerns, while Tesla shares staged a notable recovery despite prior underperformance. Meanwhile, weaker-than-expected Chinese inflation data created headwinds for AXS miners, adding further uncertainty to the market. Locally, SPI futures suggest a modest gain for the ASX200, while the Aussie dollar holds steady as investors await more details on trade negotiations.
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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The Australian share market ended the week flat despite a slight lift on Friday. Investors remained cautious as global trade tensions dominated headlines, with a new US-UK trade deal sparking optimism and US-China tariff talks looming over the weekend. The market’s biggest movers included tech stocks, financials, and energy shares, while materials lagged due to falling gold prices. Looking ahead, key data releases from China and Australia—including inflation, jobs, and wages—alongside major events like the RBA interest rate decision and US economic reports, are set to drive market sentiment 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.
See omnystudio.com/listener for privacy information.
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Northern Hemisphere investors are upbeat as the US-UK trade deal is hailed as a significant milestone, boosting the US dollar but sending US bonds lower as Trump pushes for riskier investments. Airline stocks climb as British Airways' parent plans to acquire 30 Boeing jets, while Tapestry gains on an improved outlook. Meanwhile, Krispy Kreme plunges 25% to a record low after cutting dividends. In Europe, stocks remain mixed following Trump's tariff deal with the UK. In commodities, oil rises 3% on US-China trade optimism, but gold and iron ore slip. Closer to home, Aussie shares are poised for a modest lift on Friday ahead of Macquarie Group’s earnings release.
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.
See omnystudio.com/listener for privacy information.
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