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US stocks are surging to record highs, fuelled by strong performance in technology and AI-driven sectors. Netflix shares have also soared to new record highs following its largest quarterly subscriber gain in history, while Salesforce is gaining momentum on an encouraging outlook. Elsewhere, Johnson & Johnson has cautioned investors about the risks posed by a strong US dollar, and Procter & Gamble has paused price hikes on its goods. Meanwhile, oil prices have declined for a fifth consecutive day, and tariff uncertainties are weighing on metal markets. In contrast, safe-haven gold is nearing all-time highs as investors seek stability. Looking ahead, Aussie shares are expected to retreat from six-week highs, with trading updates from Fortescue and Santos 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. Consid

The Aussie market extended its gains for a third consecutive day, nearing record highs, but it wasn't all wins with mining stocks taking a hit on fresh fears that China could be facing tariffs. Energy stocks also struggled, with Woodside declining on falling oil prices and weaker production figures. Meanwhile, Qantas reached an all-time high, buoyed by strong US airline performance and lower fuel costs. Netflix also stunned markets with record-breaking subscriber growth, adding 19 million users in the last quarter. As global markets await updates from the ECB and major US companies’ earnings, Aussie stocks are cautiously optimistic heading into the remainder of 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 profes

Wall Street traded higher on the first day following Donald Trump’s admission, while U.S. bond yields sank as markets remained cautious amid tariff uncertainty. The U.S. dollar showed signs of recovery after Trump proposed tariffs on Canada and Mexico, causing their currencies to weaken. In corporate news, Oracle shares surged 6% following an announcement regarding AI infrastructure. Meanwhile, oil prices declined due to oversupply concerns, and aluminium prices fell in response to the threat of U.S. import tariffs. Looking ahead, Aussie shares are expected to open higher on Wednesday, with key mining and energy production results 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.See omnyst

The Aussie market had a choppy day with the ASX 200 rising by 0.6%, after starting strong but cooling off. Global market uncertainty continues with U.S. President Trump stepping into office, sparking both optimism and volatility. Key sectors were mixed, with financials and materials performing well, while utilities lagged. Netflix’s subscriber growth remains a key focus for the US tech sector, with their quarterly results set to be released soon.    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 remains closed for the Martin Luther King Jr. holiday, but futures moved higher. The US dollar moderated following recent tariff developments, while the FTSE 100 hit another record high as investors monitored Trump's policies. In Europe, shares edged up, with Trump's inauguration taking center stage and resource stocks leading the gains. Oil prices dipped as the market awaits Trump's executive orders on energy. Quarterly updates are anticipated from BHP and Northern Star today. Looking ahead, Aussie shares are expected to open higher on reports of a delayed US tariff rollout, and the Australian dollar has strengthened against the US 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 omnyst

The Australian share market kicked off the week on a positive note, recovering from Friday's minor losses with a 0.5% gain, supported by strength across most sectors, excluding energy. Financials, tech stocks, and consumer discretionary led the charge, with banks and tech names like Life360 and Megaport performing well. Globally, markets are abuzz with Trump's impending inauguration and improved US economic data. Investors are eyeing quarterly updates from miners like BHP and Fortescue, along with global events such as the Bank of Japan’s interest rate decision and Netflix’s earnings later in 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 in

Wall Street advanced on Friday, marking its best weekly improvement since the last US election. Moderating interest rates and improving growth pushed the S&P 500 3% higher over the week, with all sectors ending in positive territory. The Dow Jones led the charge, posting a 3.7% weekly increase. As markets anticipate policy announcements ahead of Donald Trump’s inauguration, attention is also turning to local developments. Closer to home, futures indicate a solid gain for the AXS 200, driven by upcoming production updates from major miners. Meanwhile, the Aussie dollar is trading just above 62 US cents, signalling steady performance amidst global economic shifts. 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 profession

The Aussie market experienced a rollercoaster week, with sharp swings and rebounds as investors digested key local and global developments. Chinese economic data surprised to the upside, with retail sales and production beating expectations. Insignia Financial surged 6.3% amid an ongoing bidding war, while Rio Tinto slipped on weaker production and reports of potential merger talks with Glencore. Globally, attention turns to Donald Trump’s upcoming inauguration, with market uncertainty around trade policies, and US reporting season kicks off with major updates from Netflix, Intel, and Johnson & Johnson. Locally, top miners like BHP and Fortescue are set to release updates next 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,

Wall Street consolidated after yesterday's surge, as investors digested comments from Fed Governor Waller, who suggested that rate cuts might be possible in the first half of 2025. Meanwhile, U.S. retail sales advanced, capping off a solid holiday season, while the U.S. dollar slipped ahead of the Trump inauguration. In the commodities market, oil retreated from a five-month high amid expectations of a halt to Houthi shipping attacks. Copper climbed to a five-week peak on China stimulus hopes, and iron ore hit a four-week high due to lower shipments. Gold also surged to a one-month high, driven by weaker bond yields. Looking ahead, Aussie shares are expected to inch higher, with Chinese economic growth data coming into 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 befo

US inflation data fuelled optimism across markets, with softer-than-expected core inflation restoring hopes for rate cuts in the US this year. The ASX 200 surged 1.3%, marking its best day of the year, buoyed by US market gains and a strong local jobs report, albeit mostly part-time. Financials and tech stocks rebounded sharply after recent losses, while commodity prices rose on a weaker US dollar. Iron ore miners saw mixed performance, with Rio Tinto noting higher production costs but strong copper output. Buy-now-pay-later firm Zip also made gains amid lower US borrowing costs and positive broker sentiment. Looking ahead, key data from the US, China, and major corporate earnings could shape market movements into the week’s close. 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 info

U.S stocks surged as investors celebrated easing inflation figures, marking the first decline in American core inflation in six months. Broad gains were seen across U.S. markets, buoyed by strong earnings reports from the banking sector. Leading technology stocks also rallied, driven by a fall in long-term interest rates. In the commodities market, oil prices jumped as U.S. crude inventories fell to their lowest levels since 2022, while gold extended its gains following inflation figures that came in below expectations. Looking ahead, Aussie shares are set to open higher, bolstered by positive sentiment from cooler U.S. inflation. The Aussie dollar strengthened in response, as investors anticipate key jobs data that will help shape the outlook for 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 a

It has been a somewhat volatile session today with the market starting strong but dropping as the day went on.  Laura and Stevie unpack this performance as investors brace for a busy 24 hours ahead with a multitude of US banks set to report on their results, and inflation data also being released which could impact interest rate decisions.  They discuss the performance of each of the sectors with many seeing declines and look at the stocks that saw the largest moves with Pilbara Minerals and Telstra gaining attention. 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 saw an advance as U.S wholesale inflation eased unexpectedly, driven by a drop in food prices. Utilities led the markets higher, boosted by increased energy demand fuelled by AI innovations. Bank stocks lifted ahead of upcoming earnings reports, while shares of Eli Lilly, a weight loss drug company, declined due to cuts in revenue guidance. U.S Treasury yields dipped following tame producer prices. Meanwhile, iron ore extended its gains on reduced shipments, and oil prices slipped as sanctions on Russia remained a key focus. Closer to home, Aussie shares are expected to open slightly higher on Wednesday, supported by rising metals prices, though the Aussie dollar remains under pressure despite positive data 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

The market has ended in positive territory today following several sessions of losses.  Laura and Stevie discuss this performance fuelled by a myriad of factors in the US, and the upcoming data that could shift their market in the days ahead.  Back home City Chic was one of the best performers following an announcement around sales figures, most of the sectors saw growth today, and Star Entertainment continued to see gains following the recent substantial 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.See omnystudio.com/listener for privacy information.

Wall Street faces mounting pressure amid rising interest rates, with the US 10-year Treasury yield hitting a 14-month high, causing stocks to tumble. Moderna shares plunged 20% after the company lowered its 2025 sales forecast, while Eli Lilly also saw a decline following its announcement to acquire Scorpion Therapeutics' experimental cancer therapy. Retailers' post-holiday results left Wall Street unimpressed, and higher interest rates have driven investors away from gold, causing the yellow metal to drop more than 1%. Meanwhile, oil prices have surged to a four-month high as traders anticipate expanded sanctions and iron ore prices have risen on renewed hopes of Chinese stimulus. Looking ahead, Aussie shares are expected to rise in anticipation of upcoming consumer confidence 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

The Aussie market has seen its biggest decline today in around 3 weeks wiping out all the gains of last week.  Laura and Stevie unpack this performance which was largely fuelled by the US sharemarket which performed poorly on Friday following jobs and unemployment data that could result in a US rate cut being pushed out.  Locally energy stocks have been the winners today, but the financial sector has continued to drag on the market.  Myer gained attention today as did NRW Holdings, and Stevie and Laura look at what could be to expect as the week continues. 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 slumped following the latest job data, as US employment rose more than expected in December. This unexpected growth has narrowed expectations for interest rate changes, suggesting they may remain on hold for the foreseeable future. US interest rates, meanwhile, reached their highest level since November 2023. In the stock market, tech stocks led the retreat, while energy stocks were largely spared due to rising oil prices. Looking ahead, futures indicate solid selling for the ASX 200 on Monday, which faces additional challenges from underperformance in the Chinese 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.

The session started optimistically but has fallen into negative territory today.  Laura and Stevie unpack this performance, with materials the only sector seeing improvements.  The big 4 banks have played their part in dragging on the market and so they discuss this, but also acknowledge that the market is on track to see improvements overall across the week.  Interest rate movements are back in the conversation as are Star Entertainment and Mesoblast. 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 is closed in observance of the passing of former President Jimmy Carter, but investors continue to monitor U.S. economic news closely. U.S. Treasury yields are declining as markets remain focused on Trump-era policies, while bond traders anticipate that the upcoming jobs report will test the Federal Reserve's pricing strategies. In the UK, investor confidence in the government is waning, with bond market turmoil stirring memories of the 1976 debt crisis. Meanwhile, European markets are on the rise, driven by a surge in mining stocks. Oil prices have climbed 1% due to cold weather in the northern hemisphere. Looking ahead, Aussie shares have snapped a five-day winning streak but are expected to rebound and the Aussie dollar is nearing a five-year low, reflecting broader market pressures. 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, financia

Aussie stocks ended their winning streak with the ASX 200 down after a strong start to 2025. November’s retail sales data showed a 0.8% increase, softer than expected, reflecting cautious consumer spending despite heavy promotional activities. This adds weight to the possibility of an interest rate cut in February, though key data like employment stats and inflation updates later this month will be pivotal. Meanwhile, Star Entertainment hit an all-time low amid cash flow concerns, and Avita Medical struggled after cutting revenue goals. Bright spots included gold miners and lithium stocks, with Arcadium Lithium surging 8% after regulatory progress in its Rio Tinto takeover deal. Investors now await U.S. employment reports and Chinese inflation data for further 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.