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Wall Street surged to new record highs as investors celebrated subdued goods inflation, with two-year US Treasury yields falling after the release of the consumer price data. Meanwhile, Airline stocks jumped as airfares lifted, while in commodities, oil prices dipped ahead of inventory reports. Back home, Aussie shares are expected to extend gains from all-time highs, and the Aussie dollar has strengthened despite yesterday's rate cut from the RBA. Today, earnings reports from CBA, AGL Energy and Treasury Wine Estates will be 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.

It has been an interesting day for the Aussie market as the session got off to a timid start.  Steve joins us to reflect on the performance which picked up following the RBA decision to cut rates and sending the market to hit a new record high.  He discusses the RBA decision and what could be expected around further rate cuts, the big winners with Life360 and JB Hi-fi gaining attention, and he looks to the day ahead with US inflation data set to precede the opening of US markets, and more earnings data from stocks including CBA and Computershare. 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 gave up early gains as investors turned cautious ahead of key U.S. inflation data. Micron shares surged on a profit upgrade, while Hershey plunged as cocoa prices climbed. Nvidia shares were in focus after President Trump signaled he was open to the company selling scaled-back Blackwell chips to China. Trump also extended the China tariff truce for 90 days and urged them to quadruple their U.S. soybean purchases, sending soybean prices higher. Elsewhere, gold slipped after Trump said imports wouldn’t be tariffed. Back home, Aussie shares are expected to edge lower from record highs on Tuesday ahead of the RBA’s interest rate decision. Local earnings remain in focus with market favourite Life360 set to 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 informati

The Aussie market kicked off the week on a positive note, with the ASX200 touching another record high before settling about a third of a percent higher, supported by strength in miners and major banks. Lithium stocks surged after reports the world’s biggest EV battery maker may pause operations, while IDP Education jumped on broker upgrades and policy changes for foreign students. JB Hi-Fi slipped despite strong results amid a leadership change. Investors now look ahead to a busy week featuring the RBA’s expected third rate cut of the year, key local jobs and wages data, US inflation figures, and results from major names including CBA, Cochlear, IAG, and Telstra. 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 shook off growth and trade concerns to close at new record highs, with the tech sector leading gains. The S&P 500 notched its 18th record close of the year, finishing the week up 2.4%, as growing calls for interest rate cuts continued to drive stocks higher. In commodities, oil prices remained in focus ahead of a highly anticipated meeting between U.S. President Donald Trump and Russian President Vladimir Putin. Back home, Aussie shares are poised to edge higher on Monday as the local earnings season gathers pace, with results due from CarSales and JB Hi-Fi. Local investors are also turning their attention to the RBA, which is widely expected to deliver a rate cut 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 ap

The market has slipped slightly today marking two days of declines but still remains up overall across the month.  Steve is solo today to reflect on a week which has seen more record highs, and to discuss the tariff rollout and how that alongside sluggish economic data has impacted markets.  Mining stocks have seen some gains today minimising the losses on the ASX, Iress and Nick Scali caught attention today, and Steve unpacks what could move markets in the days ahead including the upcoming Reserve Bank meeting and US inflation 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.

Wall Street closed lower as rising rates and weak bond demand pressured markets. Treasury yields rose after soft bond auction results, dragging equities down. Healthcare stocks declined, with Eli Lilly falling on disappointing weight-loss drug data. Tech also struggled, with Fortinet plunging over 20% after a weak refresh cycle. Meanwhile, Trump announced tariffs on imported chips and urged Intel’s CEO to resign, unsettling the semiconductor space. In commodities, oil fell on news of a planned Trump-Putin meeting, easing geopolitical tensions. Elsewhere, the Bank of England cut rates to 4% in response to cooling inflation. Back home, Aussie shares are tracking lower for the week, though QBE is expected to report higher profits despite yield headwinds. 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 appropr

Following the record-breaking session yesterday, the market seems to have taken a breather today.  Laura and Stevie reflect on the session, and tariffs continue to make headlines as a number of them come into play today.  The sectors saw mixed performance locally with financials being dragged by the ASX amid recent criticism, Newscorp gained attention following their earnings data, and they look to the day ahead with US earnings season continuing. 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 rebounded overnight as investors digested a wave of corporate earnings. Apple helped lift the Nasdaq, boosted by optimism around increased investment in domestic manufacturing. McDonald’s shares rose after the fast food giant returned to sales growth, thanks to popular budget meal deals. Yet not all earnings impressed. AMD slipped as China concerns overshadowed its upbeat AI outlook while Walt Disney also dropped, forecasting lower earnings ahead. Match Group announced a $50 million investment, citing a rosy outlook for the online dating market. In commodities, oil prices slid to an eight-week low on continued uncertainty around US-Russia relations. Back home, the ASX is expected to ease from record highs, as falling commodity prices weigh on local shares. 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. Con

Aussie stocks cracked fresh record highs today, with the ASX 200 lifting past 8,800 points for the first time ever. Markets are buoyed by optimism around US rate cuts and easing trade uncertainty, even as Trump’s new tariffs come into effect tomorrow. Meanwhile, a tagging error by the ASX sparked confusion for TPG Telecom, and gold stocks rallied on the final day of the Diggers and Dealers forum. Plus, REA Group soared on strong earnings, IDP Education bounced, and Pinnacle and News Corp surged.  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 overnight, surrendering early gains as investors weighed fresh signs of ‘stagflation’. In corporate news, Caterpillar revealed the impact of tariffs on its earnings, while Donald Trump announced plans to lift tariffs on pharmaceutical and semiconductor imports. Meanwhile, Tesla shares dipped on weaker sales in Europe, and oil prices fell for a fourth straight session amid cooling demand. Locally, the ASX is expected to approach record highs on Wednesday. Ryan and Tom also preview REA’s upcoming earnings.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 the best day in two weeks for the Aussie market as it once again neared a record high.  Laura and Stevie reflect on this session that saw all 11 sectors with improvements, the part that US jobs data may have played in investor sentiment and discuss the winners and losers with 9 in every 10 stocks seeing gains.  Telix Pharmaceuticals fell the most today, Austal gained attention and lifted strongly, and they look to the day ahead with a large number of earnings still to be reported on. 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 notched its best day since May, with the S&P 500 jumping 1.5% as weaker US payrolls boosted hopes for rate cuts. Investors took the soft jobs data as a sign that the Fed may ease policy sooner than expected. Meanwhile, Tesla rallied after news of a $30 billion pay deal for Elon Musk, while Spotify shares climbed on news of premium subscription price hikes. In retail, American Eagle soared over 20%, driven by Sydney Sweeney’s viral campaign and a surprise endorsement from Donald Trump. On the commodities front, oil prices fell as OPEC raised output, easing supply concerns and pressuring energy stocks. Back home, the ASX is set to open higher, with investors awaiting job ads and spending data for local economic cues. 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 infor

A quiet start to the week on the Aussie market as a bank holiday in NSW keeps trade light, but gold miners shine as the price of the precious metal surges. With reporting season now underway, Beach Energy stood out after announcing a record dividend, while BlueScope Steel slipped despite outlining plans for a potential green steel play in Whyalla. Meanwhile, ANZ led the big banks lower, and energy stocks struggled as oil prices dropped following fresh OPEC+ output moves. Plus, we look ahead to a week of earnings and data, including results from Credit Corp and updates on household spending and Chinese services activity. 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 inf

Wall Street ended the week sharply lower, dragged down by weak economic data and renewed concerns over U.S. growth. July’s jobs report disappointed, with just 73,000 positions added, well below expectations and fueling fears of a slowdown. Markets are now increasingly pricing in a possible Fed rate cut in September. In corporate news, Amazon shares slid after quarterly earnings failed to meet high expectations, while homebuilding stocks gained on falling interest rates. Back home, Aussie shares are set to open the week lower as investors brace for earnings season. 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 long-awaited tariff deadline has landed today, and the market has dropped in response.  This decline has wiped out the gains from prior in the week, and Laura and Stevie unpack what unfolded with the Trump administration revealing multiple tariffs.  Australia’s tariff was low compared to other countries, even New Zealand being given a higher tariff, and Canada has seen a tariff in excess of 30%.  The financial sector has declined today weighing on the market, and utilities was the only sector to see gains.  Resmed has been one of the winners on the market today, while Star Entertainment hit an all-time low, and Laura and Stevie look to 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 p

Wall Street retreated overnight despite upbeat earnings from major tech stocks. Microsoft hit a $4 trillion market cap after beating earnings expectations, while Meta seized the moment to ramp up its aggressive AI spending. Elsewhere, eBay shares jumped on signs of consumer resilience, but Amazon's gloomy earnings forecast weighed on its stock. Adding to the cautious sentiment, US inflation picked up in June, and copper prices tumbled on fresh tariff concerns. Back home, Australian home prices rose for a sixth straight month, but local shares are expected to open August lower after gaining 2% through July. 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 month has ended up overall.  Laura and Stevie reflect on four months of improvements despite the local market dropping slightly today.  US interest rates are back in the conversation and trade deals remain in focus with South Korea the latest to make a deal and the deadline set for tomorrow with many still to announce deals.  Locally, only two of the sectors fell today, and it was largely mining that weighed on the market following data out of China and talk of copper tariffs from President Trump.  Flight Centre saw significant declines today, the tech sector hit record highs, and Laura and Stevie look to 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/

Wall Street closed lower as Fed Chair Jerome Powell tempered expectations for a September rate cut. The Federal Reserve held interest rates steady despite pressure from President Trump, reinforcing a cautious stance amid resilient economic data. In corporate news, Microsoft and Meta both surged in after-hours trading following stronger-than-expected earnings results. In contrast, Freeport-McMoRan shares slid after the announcement of new copper tariffs. Meanwhile, jobs data surprised to the upside, highlighting ongoing strength in the U.S. labor market, and the U.S. dollar extended its rally for a fifth straight day. Back home, Aussie shares are set to open lower ahead of the release of retail spending figures. 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 i

The Aussie market surged after quarterly inflation came in softer than expected, pushing interest rate cut odds beyond 100% and leaving the ASX just four points shy of a record high. Property trusts, consumer stocks, and financials rallied, while standout moves included gains for PolyNovo, Pilbara, and DroneShield. On the flip side, IGO tumbled on production issues. Plus, we look ahead to US rate decisions, Jerome Powell’s speech, and earnings from Meta, Microsoft, Amazon, and Apple. 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.