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The AI boom is continuing to move markets according to Tom and Ryan, with anticipation mounting for Nvidea's earnings report due tomorrow. Across the board, US stocks showed mixed outcomes with the Dow Jones and S&P 500 down slightly while tech stocks like the Nasdaq and Philadelphia Semiconductor Index rose. European markets saw moderate gains, led by aerospace and defense sectors amid geopolitical tensions, with miners benefiting from rising copper and gold prices. The Reserve Bank of Australia's meeting minutes highlighted inflation risks and a high bar for rate hikes, while the Australian dollar fell despite higher iron ore 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/list

Laura is back alongside Stevie today on a day where the market is in the positive.  The ASX was today within half of a percent of a record high.  They unpack the catalysts for this including US inflation data and look at the performance of each of the sectors.  Star entertainment has skyrocketed around 20% today, they discuss this and some of the other big movers while looking at what could be on the way for 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.

The Aussie market is opening to mixed signals from Wall Street, where the Dow closed above 40,000 for the first time. Excitement surged as Reddit's stock jumped 10% following a new AI partnership with OpenAI, and Nvidia's sky-high earnings expectations underscored the booming AI sector. European markets softened amid stable inflation but anticipated rate cuts, while the Australian market edges towards record highs driven by positive Chinese industrial production and massive government intervention in its property sector. Amid rising oil and gold prices and a slightly stronger Aussie dollar, all eyes are on the earnings reports from Elders and Xero, set to steer the tech sector's course. 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 appropr

The market has ended the week with a pause.  Craig joins us solo to look at the international data that likely drove this stall, and to reflect on a week which saw impressive highs yesterday.  Craig looks at the big movers from today, the company reports which influenced these moves, and what could be on the horizon before 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, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Despite starting strong, markets wilted towards the session's end, with the Dow Jones, the S&P 500, and the NASDAQ down. The ASX 200 is expected to follow suit with a 0.5% decline. Notable market movements include Walmart's historic day, Chubb's stock rise after Berkshire Hathaway's stake revelation, and John Deere's profit forecast trim affecting machinery sector stocks. Looking ahead, attention shifts to Chinese economic data, with indicators suggesting a pullout from a lull as the economy heads into the second quarter.  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.

Craig joins us solo today on a day when the market is at record highs.  He unpacks the data overnight that catapulted local markets deep diving into interest rate cuts, higher than expected jobs figures, 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.

US indices soar to unprecedented heights on the heels of surprising CPI figures, signaling potential rate adjustments according to Tom and Ryan. With tech surges and retail eyes on Walmart, markets react to US economic data. European markets remain steady as commodities gain ground amid a dollar dip. Anticipation mounts for the Aussie market as the ASX 200 is poised for gains and the Aussie dollar hits a four-month high, closing strong   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 job figures and US inflation has investors watching closely today.  Craig and Steve look at how this upcoming data could impact the local market and of course deep dive into the outcome of the federal budget.  They discuss how the market reacted, what the outcomes could do to inflation, and the state of the Aussie market as a result.  They also look at the day ahead, discuss the stocks that saw the most attention today, and unpack the performance of each of the 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.

 Join Tom & Ryan as they dissect how markets shrugged off hotter-than-expected producer inflation numbers in the US, focusing instead on Jerome Powell's hints of a potential inflation decline. Attention will now turn to the CPI report tonight for further insights. European markets show mixed responses, influenced by discussions of rate cuts and corporate news. Locally, the focus is on the federal budget's impact, with anticipation around the wage price index indicating ongoing wage growth. Commodity markets experienced fluctuations, notably in oil, gold, and iron ore prices, influenced by various factors including supply concerns and defaults in China's property 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 profes

The market has remained quiet today as investors wait for the coming data influx later this week.  Craig and Steve chat through those upcoming market movers, in particular the federal budget and US inflation data.  They discuss some of the speculations, the stocks that caught their eyes today, and what to watch in the hours 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.

US investors tread cautiously ahead of pivotal inflation figures, setting the tone for a mixed start in Australia where BHP faces rejection from Anglo-American for the second time. Hosts Tom and Ryan navigate through the day's market movements, from modest shifts in US indices to European markets' softness, unpacking corporate highlights including Apple's tech ambitions and Walgreens' strategic moves. The spotlight shines on the Australian budget forecast, revealing a clash between Treasury and Reserve Bank on inflation outlooks.  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.

Last week was great for Aussie investors but this week has kicked off a touch more cautiously.  Craig and Steve discuss this breather and look at the meaningful market movers that are going to come through in the days ahead including the federal budget.  They discuss if rate cuts are still on the agenda, the two companies that most heavily weighed on the Aussie market, and what to expect 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.

From Wall Street's cautious optimism to the European markets' record highs, Tom and Ryan cover it all, including intriguing tidbits like McDonald's $5 meal deal and China's economic indicators. With the Aussie shares poised for a dip and key inflation data looming, this week is set to have analysts on their toes! 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 managed to claw back some of yesterday’s losses today.  Laura and Stevie reflect on what overall has been a positive week – the best since late March and look at the performance of each of the sectors.  They discuss the big movers of the week, the data that has come out that has influenced these shifts, and look at what could be on the cards for the local market across the weekend. 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 delve into the impact of rate cut expectations on Northern Hemisphere stock markets, dissecting the implications of jobless claims and employment trends for investor sentiment. Despite reporting strong quarterly performance, including a near-doubling of earnings per share and record-high bookings, Airbnb's stock fell by 7%, highlighting the market's sensitivity to forward guidance from companies. The ASX is expected to end the week higher, driven partly by positive earnings results from companies like Life360 and QB Insurance 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 has been an ugly day for the market today with declines across the board.  Laura and Stevie discuss this abrupt end to the gains, look at the international economic data that could impact markets overnight, and pre-empt the week ahead which will be rife with local data.  They look at the winners and losers in each of the sectors with a quarter of the market’s losses related to one company, and what could move markets tonight. 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.

As US markets tread cautiously in anticipation of forthcoming inflation data, the spotlight shifts to Sweden's unexpected interest rate cut by the Riksbank, signalling potential ripples across commodities and mining 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.

The market has remained stagnant today following several days of gains that saw the market up 3%.  Laura and Stevie discuss the slow to this winning streak, look at some of the big movers both internationally and at home, and unpack what to expect overnight. 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.

 With US stocks consolidating and Aussie shares expected to build on recent gains, the focus is on the Reserve Bank of Australia's surprising decision regarding interest rates. Despite an upgrade in inflation forecasts, the RBA maintained a neutral stance, leaving investors grappling with mixed signals. Tom and Ryan dissect the complexities of the RBA's messaging and its implications for market 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.

Craig and Steve today deep dive into the data that came out of the reserve bank board decision and how that data impacted the local market as interest rates remained on hold.  With us ultimately seeing a third day of gains for the Aussie market Craig and Steve look at the winners across each of the sectors - with 9 in every 10 companies seeing increases, and look at the economic indicators expected overnight. 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.