The ASX200 hit a new record high, up 0.7%, marking the second record this week, despite stronger-than-expected jobs data. The Australian labor market added 64,100 jobs, far exceeding expectations and dampening hopes for an imminent rate cut, now more likely in early 2024. While most sectors performed well, materials and tech stocks saw declines, though financials provided solid support, with AMP surging 17%. Uranium miners also rallied. Key events to watch include upcoming US and China economic reports, likely influencing tomorrow's market. 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.

Wall Street recovers as buyers return to the market following yesterday's retreat. The transport sector saw significant gains, with Morgan Stanley's United Airlines surging after strong earnings, marking its biggest rise since 2020. Tech stocks remained flat after yesterday's plunge, with ASML, which led the chip stock decline, dropping another 7%. Meanwhile, the U.S. dollar hit a 10-week high on the Fed outlook and potential Trump win. Closer to home, Australian shares are expected to rise ahead of key jobs 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.

The Australian market pulled back slightly from its recent record high, following a decline in U.S. markets. Financial and property sectors were the only ones in positive territory, buoyed by strong earnings from U.S. banks. Bank of Queensland shares surged 6% despite mixed results, while Baby Bunting rose after brokers raised their price targets. The tech sector took a hit, driven by concerns over U.S. AI chip export restrictions. Meanwhile, energy stocks fell due to declining oil prices, and gold miners thrived as the price of gold neared record highs. Key economic data, including jobs growth, could influence the RBA's interest rate decisions in the coming months.   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.

Wall Street ended lower yesterday, weighed down by a sharp decline in chip stocks, with ASML logging its largest one-day drop in 26 years. According to a BofA survey, global equity optimism is rising, with expectations of avoiding a recession. Meanwhile, Apple shares reached a record high following the announcement of a new iPad mini. Oil plunged 4% as concerns over Iran supply disruptions eased, and iron ore prices fell due to a weaker global steel outlook. Locally, Aussie shares are expected to retreat from record highs on Wednesday. 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.

The Australian stock market reached new record highs, driven by gains in the materials and financial sectors. Financials have been a standout performer, up 25%, while miners continue to lag behind, down 8%. Energy stocks struggled, reflecting a global easing in oil price fears. Notable company performances include HUB24, which hit an all-time high due to record inflows, and Baby Bunting, which despite recent losses, saw a 7% gain after a positive quarterly update. Upcoming US earnings reports and speeches from key financial figures are events to watch. 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.

Technology stocks lead Wall Street higher as investors await earnings reports. In the U.S., bond markets are closed Monday for Columbus Day. Nvidia has reached new record highs, boosting chip stocks, while oil prices slumped as OPEC lowered its demand forecast. The U.S. dollar hit a nine-week high after China’s lending and trade data fell short of expectations. Closer to home, Australia’s AGM season steps up, with Telstra in the spotlight. 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.

The week has started off well coming close to a record high following a strong performance from US markets.  Laura and Stevie unpack the mixed performance of the sectors with mining stocks the standouts today and look to what to watch in the week ahead with a lot of data and information that could impact local markets.  They discuss the company announcements that came out today including news out on Ansell and Lifestyle Communities and the stocks that saw the largest moves. 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.

The broader U.S. market has reached a new record high for the 45th time this year, driven by gains in bank stocks. JP Morgan rose 4% on encouraging earnings, providing a boost to Wall Street. In corporate news, Tesla shares plunged nearly 9% after a disappointing Robotaxi event, while Uber surged 11% on a surprise earnings report, hitting an all-time high. Meanwhile, investors remain cautious after Chinese stimulus measures fell short of expectations. Despite mixed commodity prices, the Aussie dollar strengthened, and futures suggest solid gains for the ASX 200. 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.

It was a quiet session today but the week still looks set to finish higher.  Unpacking the session solo Laura reflects on a week that has seen record performances, following suit with US markets which were fuelled by inflation numbers that came in higher than anticipated.  Laura deep-dives into these inflation figures, the stocks that caught her attention today, and looks to 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.See omnystudio.com/listener for privacy information.

U.S. CPI rises more than forecast, stalling inflation progress, while jobless claims hit a yearly high due to Hurricane Helene. AMD launches an AI chip to rival Nvidia. Oil prices surge 4% amid U.S. storm impacts and Israel-Iran tensions, while copper rebounds ahead of expected China stimulus. Meanwhile, Aussie shares are likely to end the week lower due to uncertainty around China's fiscal policies. 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.

Aussie stocks rebounded today with the ASX200 up by roughly a third of a percent, nearing a record high, despite some midday fading. Mining and energy sectors led the charge, fuelled by hopes for Chinese stimulus and Rio Tinto's $10 billion acquisition of Arcadium Lithium, its biggest deal in 17 years. Lithium miners surged, with Arcadium's shares up 39% and optimism spreading across the sector. In the US, all eyes are on inflation data, which could influence upcoming interest rate decisions. Meanwhile, companies like Netwealth and Cochlear made gains on positive updates and dividend payments.   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.

The S&P 500 is steadily approaching record highs, driven by gains in technology stocks as investors largely shrugged off geopolitical concerns in the Middle East. The Federal Reserve's meeting minutes revealed a robust debate over the size of the September rate cut, while U.S. 10-year Treasury yields have risen for six consecutive sessions. In corporate news, Alphabet shares dropped amid a historic Big Tech antitrust case, and Tesla shares also fell ahead of its Robotaxi launch. Meanwhile, Rio Tinto is making a significant move into lithium, and oil prices have declined as U.S. crude inventories increased. On the other side, Australian shares are expected to rise, supported by a rebound in iron ore prices, while the Australian dollar has weakened against a stronger U.S. dollar. 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.

The market has edged slightly higher today with declines coinciding with those seen on the Chinese market.  Laura and Stevie unpack this performance which saw local markets run out of steam as the session went on, and how the resource space was impacted.  Many of the sectors saw improvements today in excess of 1%, oil and iron ore prices are in focus, and they look to the things to watch including dividend payments and another speech from the RBA. 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.

A rally in the world’s largest tech companies is driving stocks higher today, with the market rebounding from its worst session in a month. U.S. Treasury yields have stabilised as traders anticipate gradual Fed rate cuts. Meanwhile, PepsiCo has lowered its revenue outlook as North American consumers cut back on snacks. Oil prices have dropped amid the prospect of a ceasefire in Lebanon, while Chinese stocks and metal prices slump due to disappointment over China’s stimulus efforts. Closer to home, a muted start is expected for Australian trade ahead of the Reserve Bank of New Zealand's rate decision, and the Australian dollar has weakened following dovish RBA meeting minutes. 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.

The Aussie market started flat today before progressing into a ‘choppy’ session.  US markets were down overnight in response to jobs data, Laura reflects on this and the impact that this had on local markets, and China is in focus once more amid disappointment around further stimulus packages.  Laura unpacks the performance of each of the sectors, the latest RBA minutes regarding interest rate cuts, and the upcoming economic data that could move markets. 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.

Wall Street technology stocks are under pressure as expectations for Fed rate cuts diminish. Oil prices rise 3% due to increased Middle East war risks, while insurance stocks plunge as Hurricane Milton intensifies to Category 5 near Florida. In China, markets reopen after Golden Week, with iron ore advancing on hopes for further China stimulus. Locally, the RBA is set to release its September meeting minutes, while Aussie shares and the dollar are weighed down by risk-off sentiment. 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.

The market started off flat today but has shot higher as the session went on ultimately recouping many of the losses of last week.  US data at the end of last week gave a positive lead in to the session and Laura and Stevie unpack this.  Four of the 11 sectors have seen declines but these are being counteracted by the performance of the financial sector, lithium miners are among the best performers today, and interest rates remain in focus. 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.

The Dow Jones closed at a record high on Friday and the NASDAQ rose over 1% following a stronger-than-expected jobs report. This report has lowered expectations for rate cuts and pushed the US dollar to a seven-week high. US bank stocks also hit record highs ahead of their earnings reports later this week, while US bond yields saw their largest increase since April. Meanwhile, Rio Tinto is in talks to acquire lithium miner Arcadium. Closer to home, Aussie shares are expected to open higher, supported by rising 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.See omnystudio.com/listener for privacy information.

It's been a rollercoaster week for the Aussie sharemarket, ending with a drop of around 55 points, breaking a recent winning streak. Despite early-week gains, the market finished down, with mining and banking sectors leading the losses. However, the energy sector was the standout, surging nearly 7% over the week, driven by rising oil prices amid geopolitical tensions in the Middle East. Dividends were also a highlight, with over $11 billion paid out, including major players like BHP and CSL. Looking ahead, key events include US job data, Australian RBA minutes, and more dividend payouts. 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.

October has had a rocky start, with Middle East conflicts raising concerns over oil supply. Strong U.S. services sector data has pushed the U.S. dollar to a six-week high. In company news, Levi Strauss shares fell after delivering a disappointing revenue outlook, though the company hopes its new campaign for Levi's Jeans featuring Beyoncé will boost sales. Meanwhile, Tesla's top data executive is departing ahead of their upcoming Robotaxi event. Locally, Australian shares are expected to slip as material stocks decline, with home lending data set to be released today. 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.

The Australian market remained flat today, with the ASX200 barely moving despite earlier declines. Investors were cautious due to escalating Middle East tensions, which drove mixed performances across sectors. Energy stocks, typically buoyed by rising oil prices, saw sluggish performance due to weak coal stocks like New Hope, which also traded ex-dividend. Real estate stocks outshone others, while financials and materials dipped. A major highlight was the $7.5 billion in dividend payouts from BHP and Woodside, contributing to one of the year’s biggest days for dividends. Despite market volatility, companies like Fletcher Building and Sigma Healthcare saw strong gains due to positive broker outlooks and merger news.   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.

US investors remain cautious, reflecting on recent economic and geopolitical developments. Strong job data has dashed hopes for a second major Fed rate cut. In corporate news, Nike shares declined after postponing its investor day due to an upcoming CEO change. Salesforce gained on AI initiatives while Tesla shares fell after the EV maker misses delivery estimates. In Australia, markets are expected to open flat, pressured by tensions in the Middle East. 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.

The market has closed slightly down again today.  Laura and Stevie discuss this performance and the international news which may have aided this move.  Energy stocks were the clear winners today recouping some of their recent losses and with only three sectors seeing gains they reflect on how those sectors impacted the overall market performance.  They discuss the stocks that saw significant moves today with KMD Brands and Sigma Healthcare getting attention, and look to 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.

Global equity markets have retreated amid escalating Middle Eastern tensions, with oil prices surging 5% after Iran's missile attack on Israel. The tensions have also driven bond yields lower, boosted gold, and strengthened the US dollar. Meanwhile, a major US port strike could cause inflation. Technology stocks saw a sharp decline, with Apple shares falling as analysts and investors debate demand for the latest iPhone. Closer to home, Australian shares are set to edge modestly higher as the new quarter begins. 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.

We have ended the three-day winning streak today as the market looks set to close with one of the worst days in a month.  Laura and Stevie reflect on this recent solid performance thanks in part to the first US rate cart and stimulus out of China and look to what could be ahead for this month based on historic data.  Interest rates remain in focus with hopes of a significant cut in November dulled, they unpack the latest consumer spending data, and look at the performance of individual stocks and sectors. 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.

It’s the first day of a new month and Wall Street has seen modest gains following Fed Chair Jerome Powell’s comments. The S&P 500 secured its fourth consecutive quarter of gains, marking its longest winning streak since 2021. In company news, Tesla shares surged ahead of its Robotaxi debut. Meanwhile, Chinese markets are closed for Golden Week. Locally, the ASX 200 posted its best September quarter since 2013, though Aussie shares are expected to slip from record highs on Tuesday. 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.

It was a strong close for Australian stocks at the end of the month and quarter, with the ASX 200 rising 0.7%, marking three consecutive days of gains. The materials sector outshone others, bolstered by China's economic stimulus, pushing miners like BHP and Rio Tinto up by 11% over September. Key drivers of market performance included easing U.S. inflation and the potential for another interest rate cut in the U.S. in November. A2 Milk’s stock surged, driven by China's economic stimulus and expansion talks, while energy stocks rebounded following recent dips. Investors also closely monitored commodities, with gold falling despite a strong 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.

Join Tom and Ryan as they discuss the week ahead in Aussie and global markets.US markets rose for the third consecutive week, with the Dow Jones closing at a record high, driven by a strong performance in energy stocks. In corporate news, US retailer Costco dropped nearly 2% following weaker earnings. Oil prices increased on Friday as investors weighed Chinese stimulus measures against rising Middle Eastern supply. Chinese interest rate cuts also boosted iron ore prices. Meanwhile, the ASX 200 is expected to open higher on Monday, ahead of key Chinese manufacturing data and earnings reports from Liontown 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.See omnystudio.com/listener for privacy information.

The Aussie share market experienced a volatile week, with a modest 0.03% weekly gain, narrowly missing a new record high. Mining stocks surged due to Chinese stimulus, but financials struggled as funds flowed out of banks and into materials. Inflation data in Australia was in line with expectations, but core inflation remains above target, keeping rate cuts in focus. The Reserve Bank held rates steady, while US inflation and upcoming jobs data are key indicators for the next moves in interest rates. A2 Milk stood out with a sharp stock price rise, halted due to speculation of a potential 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.See omnystudio.com/listener for privacy information.

Improved earnings and economic news drove Wall Street to record highs, with Micron Technology posting its largest gain in 13 years due to AI-driven demand. Positive U.S. economic data has reinforced expectations of a soft landing, while China accelerated its stimulus efforts. Gold reached record levels, but silver stood out, hitting a 12-year high. In contrast, oil slipped 3% on the prospect of increased output. Meanwhile, Australian shares are set to rise as iron ore prices surpass $100 USD. 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.

The ASX 200 saw its first rise of the week, nearly recouping earlier losses and approaching a record high. The materials sector, benefiting from China's stimulus, surged, while financials rebounded slightly after a rough start to the week. Consumer discretionary stocks also performed well, led by Aristocrat Leisure, which hit an all-time high. Meanwhile, the energy sector struggled due to falling oil prices. Brickworks saw significant gains despite posting a loss, largely due to its long-standing dividend growth. Tomorrow will be a major day for dividend payments, with CBA and Fortescue leading the pack. 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.

The S&P 500 has retreated from its record highs, with information technology among the most improved sectors. Meta Platforms shares rose after unveiling a new VR headset, entering competition with Apple's device released in February. Meanwhile, oil stocks dropped more than 2% on concerns about Libyan supply. Closer to home, Australian shares are expected to open higher on Thursday, as miners look to China for further gains. However, Australian inflation hit a three-year low, putting pressure on the Aussie dollar 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.

The ASX experienced volatility today, initially opening higher before declining by 0.25% as softer inflation data briefly boosted the market. Australia's headline inflation fell to 2.7%, a three-year low, but core inflation remains above the RBA's target. Mining stocks surged, driven by China's significant stimulus measures, with iron ore prices rising and BHP up 3.5%. The Australian dollar also hit a 69-cent high, influenced by China’s stimulus and the RBA's stance on interest rates.   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.

Wall Street hit new record highs, led by the S&P 500, as mining stocks surged. However, U.S. consumer confidence dropped to its lowest in three years amid concerns about the labour market and broader economy. Meanwhile, China announced its largest stimulus since the pandemic, lifting oil prices by 2% and driving copper to a 10-week high. Locally, Aussie inflation is set to hit a 3 year low but don’t expect a 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.See omnystudio.com/listener for privacy information.

The Aussie market remained flat today amid a decision to leave interest rates unchanged.  Laura and Stevie unpack this expected move and how the local market reacted as a result.  They look at the performance of the sectors with materials seeing huge gains, but financials dropping a similar amount and offsetting the gains.  Iron ore is in focus, Coles and Woolworths continue to struggle following the headlines of yesterday, and uranium miners are seeing 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.See omnystudio.com/listener for privacy information.

Wall Street consolidates last week's gains with Fed officials leaving the door open to further rate cuts. Intel shares rose on speculation of a Qualcomm takeover, while ASX lithium stocks will be in focus today following Albemarle's 3% gain. Hopes for China stimulus increase after the PBOC cut rates. Oil prices tumbled on weaker manufacturing data, while gold hit another record high. Meanwhile, a flat start is expected in Australia on Tuesday ahead of the RBA'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.

Steve is rolling solo today as the market slips ahead of what will be a data heavy week.  Reflecting on the recent record highs Steve deep-dives into why we could be seeing this breather and unpacks each of the sectors with several still seeing gains.  Coles and Woolworths are in the news today and their share prices came under pressure as a result, Webjet is seeing some changes, and REA Group continue with their takeover attempts.  A number of mining companies performed well today, and Steve looks at what to expect in the week ahead both locally and internationally. 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.

The Dow Jones closed at a fresh record high following a winning week, with investors still digesting the significant Fed rate cut. In company news, FedEx raised concerns about U.S. economic growth as their customers are shifting to cheaper and slower delivery options. Nike shares surged 7% after announcing a new CEO, while Intel shares climbed on reports of a Qualcomm takeover approach. Gold hit a fresh record high, and oil prices rose, though questions remain about the sustainability of its recovery. Locally, Australian shares are under pressure ahead of the RBA meeting and inflation data release this 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.

The ASX 200 continued its winning streak today amid news of Japan holding rates steady and U.S tech stocks surging on hopes of further cuts. Locally, commodity prices rose due to a weaker U.S. dollar, benefiting miners and energy stocks, though lithium miners struggled. The August jobs report showed strong part-time job growth, while RBA economists pushed rate cut expectations to December. Next week, investors will be watching the RBA's rate decision, inflation updates, and significant dividend payouts from major companies.   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.

Wall Street celebrates as stocks surge, with the S&P 500 notching its 39th record in 2024 and the Dow Jones reaching 42,000 points for the first time. U.S. jobless claims have fallen to their lowest level since May, signalling a strong labour market. In Europe, the Bank of England has held interest rates steady. In commodities, copper, oil, gold, and iron ore all rose, with iron ore boosted by hopes for a China stimulus. Locally, Australian shares are on track to hit a fourth record high. 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.

The ASX 200 hit a fresh record high today after the US Federal Reserve announced a mammoth 50 basis-point rate cut. While U.S. markets initially surged on the news, they later dipped when Fed Chair Jerome Powell hinted at smaller rate cuts ahead. Australia's jobs data surprised with higher-than-expected part-time job growth, though full-time jobs fell. Mining and energy stocks rebounded, but healthcare and industrials struggled, with ALS Ltd dropping sharply after a disappointing trading update.   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.

Wall Street ended lower despite the US Federal Reserve announcing a 50 basis point interest rate cut, the first in four and a half years. Join Tom and Ryan as they discuss the market's response, including the S&P 500 and Dow Jones hitting record highs, with small caps and regional banks outperforming, while utilities and technology stocks weighed down Wall Street. Closer to home, Aussie shares are expected to dip ahead of a key jobs report 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.

The ASX saw modest movement today, briefly hitting a new record high but largely treading water ahead of key events. The US Federal Reserve's much-anticipated decision on a potential rate cut is expected to significantly impact global markets, with a possible 50 basis point reduction under consideration. Australian jobs data, set to release tomorrow, will also be closely monitored. On the corporate front, Harvey Norman is facing legal action over allegedly selling unnecessary warranties, while Synlait narrowly avoided bankruptcy through a shareholder-backed capital raise. The materials and healthcare sectors struggled, with miners like BHP and Rio Tinto hit by falling iron ore prices, while utilities and energy stocks performed better due to rising 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.See omnystudio.com/listener for privacy information.

Anxiety is building ahead of the U.S. Federal Reserve's upcoming rate cut decision, which Ryan has liken to a ‘coin toss’. U.S. Treasury yields rose after a strong retail sales report, while both the S&P 500 and Dow Jones notch all time highs. Microsoft shares surged following the announcement of a $60 billion share buyback program. In contrast, Accenture, the worst performer on the S&P 500, faced setbacks after delaying staff promotions. Locally, the Australian market is expected to dip, ending a four-day winning streak as investors await China's rate announcement. 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.

Stevie joins Laura again today as the Aussie market improved for a fourth straight day that broke record highs.  With a US rate cut imminent they discuss the impact that this is having on the market, break down the performance of the sectors with most seeing only slight gains, and talk through the companies trading ex-dividend.  They look at the stocks that were on the winners and losers list for today, and they look to the night 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.

Wall Street braces as US interest rate futures indicate higher odds of a supersized Fed move. US two-year Treasury yields hit their lowest level since September 2022. Technology stocks were under significant pressure last night, with Apple being the worst performer on the Dow Jones, as its shares fell due to signs of soft demand for the new iPhone 16. In commodities, Goldman Sachs cut its iron ore forecast, while oil prices surged due to hurricane impacts. Locally, Aussie shares are poised to reach a record high. 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.

Laura is solo today on a positive start to the week for the Aussie market as it has continued to flirt with a record high.  Laura reflects on the session which did lose steam as the day went on, discussing investor sentiment amid a sea of international volatility, and unpacks the economic data that we saw out of China this weekend.  She talks through the stocks that saw the biggest movements today, the performance of the sectors with four seeing declines, and pre-emptively discusses what we could see 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.

Join Tom and Ryan as they discuss the upcoming week in Australian and global markets. Last week, Wall Street had its best performance of 2024, following its worst week just prior. The world now braces for a potential Fed easing after a 36-hour rate rollercoaster. Meanwhile, Walmart shares rallied to an all-time high. Locally, gold hit a record high and Aussie shares are expected to test their own record today, although Chinese economic data may weigh on the market. 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.