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The Australian market continued its downward streak, with the ASX hitting a four-week low amidst weak Chinese retail data and falling commodity prices. China's slower-than-expected retail growth raised concerns over consumption and the country's ability to meet its 5% annual growth target, which impacted resource stocks like BHP and Rio Tinto. Mining and energy sectors remain some of the year's worst performers, down 15% and 20%, respectively. Meanwhile, corporate news saw mixed reactions, with HMC Capital suffering steep losses after backing DigiCo’s underwhelming ASX debut, while Star Entertainment rose following a management shake-up. Looking ahead, key events include global manufacturing data, U.S. retail sales, and the Federal Reserve's inflation update, alongside local updates on consumer confidence and AGMs from major banks like NAB and ANZ.
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Wall Street consolidates as investors await the Federal Reserve's upcoming decision. On Friday, the Dow Jones marked its seventh consecutive day of losses, its longest losing streak since 2020. Meanwhile, AI-related stocks surged on optimistic forecasts, with Broadcom reaching a historic milestone by hitting a $1 trillion market cap for the first time. Tesla shares also gained momentum as the regulatory outlook for automated driving systems improved. Looking ahead, Aussie shares are poised to decline for a fifth straight day.
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The Aussie market faced a downturn this week, dropping for four consecutive sessions and reaching a one-month low, despite hitting record highs just last week. The Reserve Bank of Australia’s dovish tone signalled potential rate cuts in early 2025, while unexpected jobs data added complexity to rate predictions. Chinese stimulus hopes buoyed materials stocks early in the week, but declines in most sectors, led by tech and gold miners, overshadowed gains. Key market movers included Insignia Financial, buoyed by a Bain Capital buyout offer, and Ventia Services, which faced sharp losses. Looking ahead, investors will focus on AGMs, economic data from China, and the U.S. Federal Reserve’s pivotal interest rate decision
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US producer prices have seen a notable jump, driven by higher egg costs, though categories closely monitored by the Federal Reserve showed softer increases. Weekly jobless claims in the US rose unexpectedly, signaling potential shifts in the labor market. In corporate news, Adobe shares dropped as slower subscription spending weighed on investor sentiment. Meanwhile, in Europe, a trifecta of central banks cut interest rates in response to evolving economic conditions. Over in China, the government pledged further debt and rate cuts as looming tariffs from the Trump era raise concerns. Gold prices slid from a five-week high, while the US dollar strengthened on the back of fresh inflation data. Looking ahead, Aussie shares are expected to edge lower, pressured by declining commodity 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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The market has taken a tumble today coinciding with an update on Aussie jobs growth with results which caught the market off guard and dropped expectations of a February rate cut. Steve is solo today unpacking this data, and the upcoming data that could make all the difference around this decision. There is a plethora of international happening including rate cuts internationally which Steve discusses, and he looks at the performance of local sectors with tech seeing some 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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Wall Street experienced a strong rally as investors reacted positively to U.S. inflation data showing the largest consumer price gain in seven months. The NASDAQ reached a record high of 20,000 points, buoyed by impressive year-to-date gains in stocks like Nvidia and Tesla. Meanwhile, the European Union agreed on a new sanctions package against Russia, underscoring geopolitical tensions. In Canada, the central bank aggressively cut interest rates to bolster its economy. Closer to home, the ASX 200 futures signalled a solid gain as investors focused on upcoming Australian jobs data, even as the Aussie dollar faced downward pressure.
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 market had a sluggish day, with the ASX down 0.8% for the week so far. Despite a lackluster performance, markets are awaiting key economic data, particularly U.S. inflation figures, which could influence share prices ahead of next week's interest rate decision. In Australia, the Reserve Bank's recent decision to hold rates has sparked speculation about potential rate cuts in early 2025, particularly after upcoming job data. Sector performance was mixed, with property trusts rising, while tech and industrial stocks lagged. South32 saw a significant drop due to operational challenges in Mozambique, while Sigma Healthcare's merger with Chemist Warehouse is on track for completion. The outlook remains uncertain, with several major economic updates and interest rate decisions expected in the coming days.
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 markets remain stable as investors await key CPI figures, while Google makes headlines by claiming a significant quantum computing milestone. In contrast, Oracle shares are experiencing their worst trading day of the year following an earnings miss. Walgreens shares surged on reports that Sycamore Partners, a private equity firm, is exploring a potential acquisition of the pharmacy chain. Across the Atlantic, European markets ended an eight-day winning streak, weighed down by rising economic concerns. Meanwhile, China reported a slowdown in November export growth, signalling potential headwinds for the global economy. Looking ahead, Aussie shares are expected to decline, pressured by falling iron ore prices and a weakening Aussie dollar amid the Reserve Bank of Australia’s dovish outlook.
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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Join Steve and Laura as they unpack the day’s market movements, starting with a modest 0.3% dip on the ASX amidst a tug-of-war between sectors. Mining stocks surged 3% on optimism over potential Chinese stimulus, while tech and financials dragged the market down. The Reserve Bank of Australia held rates steady at 4.35% but hinted at possible cuts in early 2025, sending the Aussie dollar tumbling. Investors are now eyeing upcoming inflation and jobs data for clues on future rate moves. Meanwhile, stock-specific news saw Perpetual plummet due to unexpected tax liabilities, while Treasury Wine Estates soared 4% following a strategic Chinese acquisition.
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 saw consolidation as investors awaited key inflation data while geopolitical and corporate developments drove market dynamics. Chipmaker Nvidia faced scrutiny amid a China probe, highlighting the escalating global tech war. In corporate news, Hershey's shares surged on speculation of a potential takeover by Mondelez. Across the Atlantic, European markets closed at a six-week high, buoyed by optimism surrounding anticipated Chinese economic stimulus. This sentiment also supported commodity prices, which firmed on the prospect of improved Chinese growth. Meanwhile, oil prices climbed sharply following news of the ousting of Syria's President Assad. Looking ahead, Aussie shares are expected to lift on Tuesday as markets gear up for the final Reserve Bank of Australia board meeting of 2024.
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 stocks started the week cautiously, with markets still hovering near record highs. Key drivers include US job data fuelling speculation of a fourth consecutive rate cut, and upcoming US inflation figures that could shift expectations. Locally, all eyes are on the RBA’s decision, with economists unanimously predicting rates will remain unchanged. Commodity sectors struggled, while property stocks rebounded, led by Goodman Group. Meanwhile, Life360 was the worst performer, shedding 8%, despite strong year-to-date gains. Globally, trade data from China, jobs figures in Australia, and rate decisions in Canada and Europe are set to round out a pivotal week for investors.
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 experienced mixed outcomes as November jobs data has given the Federal Reserve room to consider cutting interest rates. The S&P 500 notched its 57th record high of the year, while the Dow Jones lagged, with investors showing a preference for technology stocks. In company news, Lululemon shares soared following upgraded forecasts. Meanwhile, European markets advanced despite ongoing political uncertainty. Closer to home, Australian futures pointed to a lower open for the ASX 200, weighed down by a drop in iron ore prices and the RBA has kicked off its two-day policy meeting ahead of Tuesday’s interest rate decision.
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 Australian share market experienced a challenging week, with most sectors in the red and the ASX 200 down nearly two-thirds of a percent. Key factors include investor caution ahead of U.S. jobs data, which could influence interest rate decisions, and a postponed OPEC+ production increase due to weaker demand. Notable company movements included Iluka's 10% drop following cost blowouts, Collins Foods' ex-dividend dip, and a broker downgrade for Domino’s Pizza. On the brighter side, utilities showed resilience, APA Group gained on favorable regulatory news, and gold stocks rallied on merger announcements. The RBA's meeting next week and U.S. job figures remain pivotal for market direction.
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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Bitcoin has surged to a new record high, buoyed by news of Trump’s appointment, while U.S. jobless claims climbed to a one-month high during Thanksgiving week. In corporate news, Disney announced an increase in dividends, yet its stock price declined. Conversely, Brown-Forman, the maker of Jack Daniels, saw its shares soar on a stronger-than-expected forecast. However, Synopsys faced a downturn as its sales outlook fell short of estimates. Across the Atlantic, European stocks reached a one-month high, with Germany's DAX index setting another record. Meanwhile, oil prices held steady as investors weighed the impact of a delayed OPEC output hike. Looking ahead, the ASX200 is expected to dip as markets await potential stimulus measures from China.
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 saw a modest uptick today, gaining 10 points as it recovered a third of Wednesday's losses. Bitcoin made headlines, surpassing $100,000 USD amid hopes for lighter regulation, rising 40% since early November. Meanwhile, the U.S. markets hit new records across all major indices, fuelled by strong economic confidence. Locally, energy and mining stocks struggled, with lithium miners like Liontown down sharply due to weaker prices, while gold stocks outperformed thanks to rising prices. Attention also turned to the upcoming OPEC+ meetings and upcoming U.S. job data, both poised to shape market movements 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.
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Wall Street is reaching new record highs, fueled by a surge in technology stocks, as optimism grows about the economy. Federal Reserve Chair Jerome Powell expressed confidence in the strength of the U.S. economy, adding to the positive sentiment. In company news, Salesforce shares soared following an earnings report that exceeded revenue expectations, while Foot Locker shares plunged due to a bleak holiday outlook. Across the Atlantic, Germany's DAX index closed above the 20,000-point mark, highlighting resilience in European markets despite political challenges. Meanwhile, iron ore prices rose on hopes of Chinese stimulus, contrasting with a decline in oil prices as markets anticipate the upcoming OPEC decision. Looking ahead, Aussie markets are expected to open flat. The Aussie dollar, however, has fallen to a four-month low after weaker-than-expected economic data.
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The market has dropped back slightly today following another record high yesterday. Laura and Stevie reflect on this performance comparative to US markets and look at the international news which impacted overseas markets. Rate cuts are back in conversation after expectations have been moved forward following economic data around household consumption, energy, mining, and tech were the only sectors that saw gains, and real estate has seen some losses due to Goodman Group.
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 Korean Won has depreciated sharply following South Korea’s president's declaration of martial law, adding to political uncertainty that has weighed on major companies like Samsung and Hyundai. Meanwhile, the S&P 500’s $11 trillion rally is beginning to show signs of fatigue. In Australia, public spending continues to support economic growth, though local shares are expected to slip after recently reaching a record high of 8,500 points. Commodity markets remain dynamic, with iron ore nearing a two-month high on hopes of Chinese stimulus, and oil prices climbing amid concerns over the situation in Lebanon.
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 market has improved for a second straight day today with Stevie assuming that Santa has come early as he reflects on the recent local performance. Laura addresses the state of the local sectors, and they unpack the stocks that caught attention with Star Entertainment being the top performer following their recent less than impressive performance. They look at what to expect overnight ahead of economic growth figures tomorrow and the data coming out of China and the US.
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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Technology stocks are back in favour, driving Wall Street higher on the first trading day of the new month. Apple reached a fresh record high, while Super Micro Computers led gains in the Semiconductor Index. Meanwhile, Cyber Monday and robust online sales have provided a boost to the US retail sector. In Europe, political uncertainty, particularly in France, weighs on investor sentiment. Commodities were a key focus on the ASX, with a stronger US dollar and encouraging Chinese factory data supporting iron ore prices. Looking ahead, futures indicate a solid start for Australian shares, with the ASX200 poised to challenge record highs.
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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