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Join Tom and Ryan as they analyse a challenging start to the new month on Wall Street, driven by a moderation in U.S. manufacturing and expectations for rate cuts by the Federal Reserve. The Dow Jones dipped by 0.5%, while the S&P 500 hovered just below the positive line, and the NASDAQ managed a modest gain of 0.3%. There was a fall in oil prices following a less-than-convincing promise from OPEC to adjust output over the next year. European markets showed mixed results, with a particular focus on the anticipation of an interest rate cut from the European Central Bank. In the local market, shares are set to open lower due to slipping iron ore prices, which fell by over 6%. Plus, the first quarter current account figures and business inventories are expected, which will influence tomorrow's GDP 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, fi

The first trading day of the month started off with some solid improvements today.  Laura and Stevie unpack the international stocks that saw big moves across last month, and reflect on our local performance which has seen more timid growth.  They look at the performance of each of the sectors, why Lovisa shares took a tumble, the factors that impacted gold prices, and what to watch in the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Wall Street surged with the Dow Jones up 1.5%, its best session since last November, following benign inflation figures, while the S&P 500 rose 0.8% and the NASDAQ ended slightly negative. U.S. inflation data showed modest increases, easing concerns and prompting modest bond yield declines. European markets were buoyed by the positive U.S. inflation news, although European inflation figures presented mixed signals. Aussie shares are expected to start the week positively as Sydney home prices hit record highs. In commodities, OPEC extended production cuts, supporting crude prices, while gold and iron ore prices saw minor 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 f

The market has finished the month on a positive note, ending the most recent losing streak by being up around 0.9% today.  Some economic data out of China saw local markets dip momentary but this was quickly recovered.  Laura and Stevie reflect on the performance of the local market over the month, and discuss interest rates, economic data that we are expecting next week, and the stocks which performed above and beyond 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.

US stocks ended lower due to investor caution ahead of key inflation data, with declines in the Dow, S&P 500, and Nasdaq. Bond yields saw modest drops, and US GDP growth for Q1 was revised down. Salesforce suffered its worst decline in nearly 20 years, while other tech stocks also fell. Oil prices dropped due to larger-than-expected stockpile declines, and gold prices inched up. The ASX 200 is expected to rebound after recent losses, supported by a stronger 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 market inches closer to a four-week low today.  Laura and Stevie discuss the factors likely to impact how we round out the month, and the part that interest rate discussions, upcoming economic data, and market sentiment are likely to play in the coming days.  They look at how each of the sectors performed today and discuss the stocks that caught their eye. 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.

Tom and Ryan dissect a turbulent day on Wall Street and its ripple effects on the Aussie market after yesterday's poor performance. Sticky inflation is in the spotlight, plus BHP’s decision to withdraw its $75 billion bid for Anglo-American, exploring the implications for the mining sector and what it means for global 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.

Steve and Laura delve into a tough day for the Australian market as investors grapple with unexpected inflation data. The ASX200 plunged 1.3%, marking its worst performance in months. They analyse the factors behind this decline, focusing on the surprise jump in April's inflation rate to 3.6%, which has fuelled concerns over prolonged high interest rates.  There were broad market losses across all 11 sectors, with significant hits to consumer staples, discretionary, industrials, and financial stocks.   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 markets didn’t return refreshed from their long weekend.  Tom and Ryan discuss this sluggish performance, the lift in treasury yields, and the part that discussions around interest rate ‘hikes’ played in pushing interest rates higher.  They look at the economic data set to influence local markets today, and the current standing for 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 market has remained cautious today.  This could partly be down to closed international markets but is also likely the result of upcoming inflation data.  Laura and Stevie discuss this sentiment, and how tomorrow’s data could move markets.  They look at the market moving stocks from today and what to expect as the markets that have remained closed internationally reopen. 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.

Despite muted trading in the US overnight by virtue of a public holiday, US futures were up slightly. Plus, Ryan and Tom break down a key change in the US stock settlement process, moving from a two-day to a one-day settlement cycle, aimed at reducing risk and increasing market liquidity. European markets rose, buoyed by positive business sentiment and expectations of future interest rate cuts from the European Central Bank. In Australia, the ASX200 is set to rise, supported by commodity price movements and April retail sales 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.

While the market ended down last week it is today back on the incline.  Laura and Stevie reflect on what has been a positive last few months for the market, and talk through the stocks that aided the rebound today.  They look at the upcoming economic data to expect as the US and UK market are set to remain closed, and what to expect locally tomorrow. 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 ended on record highs last week helped by the outlook for inflation. With a public holiday for the US on Monday, the main focus this week is on inflation, with expectations for a small rise in the personal consumption expenditures price index. European markets reflect on higher inflation numbers in the UK and uncertainty over interest rate cuts. Australian shares end down, but the market seems more focused on the moderation in different parts of the economy rather than the challenging inflation outlook. Commodity prices are mixed, with oil and iron ore prices under pressure. Lend Lease plans to sell $4 billion worth of international assets and end its overseas construction divisions. 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. Consi

It was another rough session for the Aussie market as interest rate concerns remain on the radar.  Laura and Crag reflect on the week, and the impact that US economic data had on the Aussie market today.  They discuss the stocks that caught their interest today and what the weekend could bring to the table. 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 declined as stronger-than-expected economic data raised concerns about prolonged high interest rates, with the S&P 500, Dow Jones, and NASDAQ all falling. Market volatility continues as investors react daily to new data, particularly the US Purchasing Managers Index showing the highest business activity in over two years, potentially increasing inflation. Rising US bond yields and a repricing of rate futures reflect expectations of limited rate cuts in late 2024. Sector-specific news saw Boeing's negative forecast impact the Dow, while Nvidia's strong performance buoyed tech stocks. 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 is down leading into the close.  Laura and Stevie look at what could have been behind this drop by diving into the two sectors that drove the decline, and the part that the US central bank minutes played as well.  They look at the stocks that were the biggest movers today and look at the economic data to come in the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Join Tom and Ryan as they break the news on the highly anticipated earnings results of Nvidia released just minutes ago. Plus, they delve into the recent market movements influenced by the US Federal Reserve's latest meeting minutes, which indicated a more hawkish stance on inflation and interest rates, leading to a sell-off in US stocks. Target was the big looser of the night, as well as outlooks for two rate cuts this year, with analysts projecting just one on the horizon this year. Tom and Ryan also give the latest updated on BHP's takeover bid for Anglo-American, having been given one more chance to put together a more attractive binding offer. 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 market remains cautious this week.  Laura and Stevie reflect on this breather and look at how it performed today.  They look at the New Zealand interest rate decision, the performance of each of the sectors and the stocks that received attention.  Telstra and Webjet are among those discussed, and they also look at what could be on the cards in the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Join Tom and Ryan as they discuss Wall Street's latest record highs, with the Dow, S&P 500, and NASDAQ posting modest gains. They explore Nvidia's upcoming earnings report, which is anticipated to show substantial revenue growth driven by high demand in the data-center business. They also highlights the Federal Reserve's cautious stance on inflation, the latest movements in commodity prices, and updates from major companies like Amazon, IBM, Tesla, and Palo Alto. Additionally, they touch on the Reserve Bank of New Zealand's interest rate decision and the economic landscape in Europe and Canada, offering insights into various market dynamics and expectations for the local Australian 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

The market ran out of steam today following a run toward record highs.  Laura and Stevie reflect on the strong run that we have seen, and how the lack of economic news is fuelling this wait and see moment for the market.  They explain the impact of the recent budget announcement, the performance of stocks in the materials sector which have seen a drop back following recent highs, and why Star Entertainment and Telstra made headlines 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.