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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.

Wall Street snapped a six-day winning streak overnight, as investors turned cautious ahead of the highly anticipated Federal Reserve meeting. Industrials led the declines on the S&P 500, with UPS plunging after a disappointing earnings miss. The Dow Jones was weighed down by UnitedHealth, which slumped following a downbeat outlook, while Whirlpool shares tumbled amid delays to expected tariff relief. Back home, Aussie shares are set to fall on Wednesday, with attention turning to the release of quarterly inflation data. The Aussie dollar also slipped, as the US dollar climbed to a one-month high. 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 tread water again today only inching slightly higher toward the end of the session, likely fuelled by the fact that we are in for a huge amount of potentially market moving events to end the week.  Among those events are trade deals and deadlines as negotiations continue, and more company news.  The majority of sectors saw modest gains with the energy sector the best performer despite the sector including one of the worst performers of the day, and they look to the days ahead with more US earnings expected. 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 a cautious mood, US stocks held near record highs, while the US dollar recorded its biggest jump since May as trade jitters eased. Super Micro Computer surged on optimism around China-US trade relations, and Nike shares climbed following a broker upgrade, with analysts urging investors to "just buy it" ahead of the Soccer World Cup. In Europe, Heineken shares slipped after the company flagged flat sales volumes for the year. Meanwhile, in commodities, gold fell to a three-week low, while oil prices rose 2% on the back of a new US-EU trade agreement. Back home, Aussie shares are expected to open lower on Tuesday, with mining stocks still under pressure. Ryan and Tom also preview the upcoming US interest rate decision and what it could mean for 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 appro

The Aussie market edged higher to kick off what's shaping up to be one of the biggest weeks of the year, with major earnings, inflation data and a US rate decision all on the radar. Boss Energy crashed 43% after a shock downgrade, while lithium miners tumbled despite bullish broker calls. WiseTech named a new CEO, Helloworld soared 14% on a surprise upgrade, and Bellevue Gold fizzled after early gains. Laura breaks down the key moves and what’s coming next in a jam-packed 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.

Wall Street closed the week at fresh record highs, driven by strong corporate earnings and easing concerns about interest rates. Among the earnings standouts, gold miner Newmont surged after posting record quarterly results. Meanwhile, interest rates continued to moderate ahead of key jobs and inflation data due later this week. Back home, Aussie shares are expected to open the week lower, with investors digesting the latest global trends. 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 slipped on Friday as miners gave back gains and financials dragged, capping a choppy week that saw markets flirt with record highs. Energy outperformed thanks to rising oil prices, while Newmont hit a fresh high and CSL lifted healthcare back into positive territory for the year. AMP pulled back despite strong earlier gains. With inflation data, retail trade, central bank decisions and earnings from Microsoft, Meta and Amazon all ahead, next week is set to be one of the biggest of the year. 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 mixed bag of earnings overnight.  Tom and Ryan unpack the US session with bond yields increasing while the US dollar dropped, and the S&P 500 and Nasdaq closing at record highs.  Alphabet and Tesla again dominated the conversation, and energy stocks have seen gains amid a climb in oil prices.  Ryan shares expectations around upcoming rate cuts amid unexpected employment numbers, Chipotle shares saw a significant cut, as did IBM and United Healthcare, and tech stocks saw gains potentially fuelled by Alphabet’s 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.

The Aussie market snapped its winning streak despite a strong US lead, with the ASX200 turning lower after RBA Governor Michele Bullock warned inflation may not fall as quickly as hoped. That cast doubt over an August rate cut, even as markets still expect it. Fortescue jumped on record iron ore shipments, while Bapcor plunged 29% on a profit warning. CSL helped lift healthcare, the only sector in the green, and Macquarie fell on leadership changes. We also cover moves from PEXA, Boss Energy, and Lynas Rare Earths, plus results from Alphabet and Tesla. 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.

Encouraging trade news and earnings numbers that have bettered expectations have resulted in new record highs for the US market overnight. Tom and Ryan reflect on the earnings and updates from Tesla, and the performance of Alphabet.  Lamb Weston was a top performer overnight, and GoPro and Krispy Kreme seem to be being fuelled by retail obsessed Reddit investors.  NVIDIA beat earnings expectations, European markets saw car makers gain ground, and the Aussie dollar has continued to rise.  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 climbed around 0.75% on Wednesday, edging closer to another all-time high. Gains were broad-based, with banks rebounding and miners extending their rally to a fifth straight day. Materials are on track for their best week since September last year, while energy stocks rose on strong results from Woodside. Ampol and Iluka also impressed, while Paladin sank 11% on ambitious guidance. Globally, optimism around US trade deals boosted sentiment, and attention now turns to earnings from Alphabet and Tesla, along with local updates from Fortescue, Karoon, and Lynas. 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.

Tech names underperformed last night but there was ultimately little change across the broader market.  Tariffs continued to gain attention with the US and Philippines coming to a tariff agreement and General Motors seeing a hefty decline, and earnings data has investors on tenterhooks with Alphabet and Tesla set to be examined closely.  Lockheed Martin made headlines following their earnings data, as did D.R. Horton, and Kohl’s more than doubled their share price. 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 tread water today with the banking and mining sector heading in opposite directions.  Laura and Stevie reflect on a session which started in the green, but quickly faded as the day went on.  They discuss the part that trade deals may be playing in the consistent market performance, and how upcoming profit reporting could move markets.  Insignia Financial caught attention with a healthy boost to their shares, Fletcher Building has been under pressure, and they look to the day ahead with US earnings 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 briefly touched new record highs overnight, but those gains faded by the close as investor sentiment shifted on renewed trade uncertainty. Communication stocks led early momentum, boosted by better-than-expected earnings, with Alphabet climbing nearly 3% ahead of its results. However, energy stocks dragged on the broader market, plunging as oil prices declined. In contrast, iron ore prices hit five-month highs following news of a major megadam project in China. Back home, the Aussie share market is set for a flat open as investors await the release of the 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 professional advice.See omnystudio.com/listener for privacy information.

The Aussie sharemarket kicked off the week on the back foot, with a sharp decline wiping out much of Friday’s record-setting rally. Financials were the biggest drag, particularly the big four banks, while energy and materials helped cushion the fall. Block, Inc. surged over 11% after news of its addition to the S&P 500, and AMP shares rallied following positive superannuation inflows. Liontown overtook Block as the day’s top performer, riding the lithium price wave, while Insignia Financial slipped amid takeover fatigue. Investors now turn their attention to a busy week of quarterly updates from US and Aussie heavyweights, RBA minutes, and central bank moves in Europe and the US. 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, see

U.S. stocks closed the week on a mixed note as investors weighed the next steps on trade tariffs. In company news, 3M slumped on concerns about the impact of tariffs, Charles Schwab slipped despite reporting higher earnings, and Netflix fell 5% as investors looked past its strong results. Across Europe, talk of higher tariffs weighed on sentiment and dragged stock prices lower. Back home, futures point to a weaker open for the ASX 200, with market attention turning to upcoming updates from AMP and South32. 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 has done it again!  Laura and Stevie excitedly join us today for an update that saw the Aussie market continue to push higher following the record already set yesterday.  They speak through the session which marks the best in around three months with all 11 sectors in positive territory, healthcare, materials, and financials saw the largest gains, and Mesoblast was the best performer with a 35% increase.  Yancoal lost ground following disappointing sales numbers, and Laura and Stevie look to the days ahead with a number of earnings results 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 to new record highs overnight, buoyed by strong earnings results and upbeat economic data. Better-than-expected retail sales figures lifted investor sentiment, while financial stocks led gains on the back of improved earnings. The world’s largest chipmaker, TSMC, also rose after posting stronger-than-forecast results, adding further momentum to the rally. Meanwhile, European markets recovered from the previous session’s losses, mirroring the positive tone in the U.S., and oil prices edged higher, clawing back ground lost earlier in the week. Back home, the ASX 200 is poised for another day of gains. 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 p

The market has set a new record high today with a boost that recovered the losses of yesterday.  Laura and Stevie monitor this record move in real time, discuss the session, and the upcoming days with a number of companies set to release earnings results including Netflix.  Locally all eleven sectors saw improvements today with financials and interest rate sensitive areas seeing gains, and they unpack how unexpected jobs data could impact markets and future interest rate decisions.  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 after mid-session volatility, buoyed by reports that President Trump has discussed replacing Fed Chair Jerome Powell. In corporate news, Johnson & Johnson shares surged after the company posted better-than-expected earnings, while bank stocks were mixed despite also reporting strong results. On the data front, producer inflation came in below market expectations, prompting a dip in interest rates as investors priced in a more dovish outlook. Back home, ASX 200 futures point to a positive open, with investors awaiting key employment figures due later this 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.