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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 a

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 ne

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 profes

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