Wall Street traded higher on the first day following Donald Trump’s admission, while U.S. bond yields sank as markets remained cautious amid tariff uncertainty. The U.S. dollar showed signs of recovery after Trump proposed tariffs on Canada and Mexico, causing their currencies to weaken. In corporate news, Oracle shares surged 6% following an announcement regarding AI infrastructure. Meanwhile, oil prices declined due to oversupply concerns, and aluminium prices fell in response to the threat of U.S. import tariffs. Looking ahead, Aussie shares are expected to open higher on Wednesday, with key mining and energy production results on the horizon.

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The Aussie market had a choppy day with the ASX 200 rising by 0.6%, after starting strong but cooling off. Global market uncertainty continues with U.S. President Trump stepping into office, sparking both optimism and volatility. Key sectors were mixed, with financials and materials performing well, while utilities lagged. Netflix’s subscriber growth remains a key focus for the US tech sector, with their quarterly results set to be released soon. 

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Wall Street remains closed for the Martin Luther King Jr. holiday, but futures moved higher. The US dollar moderated following recent tariff developments, while the FTSE 100 hit another record high as investors monitored Trump's policies. In Europe, shares edged up, with Trump's inauguration taking center stage and resource stocks leading the gains. Oil prices dipped as the market awaits Trump's executive orders on energy. Quarterly updates are anticipated from BHP and Northern Star today. Looking ahead, Aussie shares are expected to open higher on reports of a delayed US tariff rollout, and the Australian dollar has strengthened against the US dollar.

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The Australian share market kicked off the week on a positive note, recovering from Friday's minor losses with a 0.5% gain, supported by strength across most sectors, excluding energy. Financials, tech stocks, and consumer discretionary led the charge, with banks and tech names like Life360 and Megaport performing well. Globally, markets are abuzz with Trump's impending inauguration and improved US economic data. Investors are eyeing quarterly updates from miners like BHP and Fortescue, along with global events such as the Bank of Japan’s interest rate decision and Netflix’s earnings later in the week.

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Wall Street advanced on Friday, marking its best weekly improvement since the last US election. Moderating interest rates and improving growth pushed the S&P 500 3% higher over the week, with all sectors ending in positive territory. The Dow Jones led the charge, posting a 3.7% weekly increase. As markets anticipate policy announcements ahead of Donald Trump’s inauguration, attention is also turning to local developments. Closer to home, futures indicate a solid gain for the AXS 200, driven by upcoming production updates from major miners. Meanwhile, the Aussie dollar is trading just above 62 US cents, signalling steady performance amidst global economic shifts.

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The Aussie market experienced a rollercoaster week, with sharp swings and rebounds as investors digested key local and global developments. Chinese economic data surprised to the upside, with retail sales and production beating expectations. Insignia Financial surged 6.3% amid an ongoing bidding war, while Rio Tinto slipped on weaker production and reports of potential merger talks with Glencore. Globally, attention turns to Donald Trump’s upcoming inauguration, with market uncertainty around trade policies, and US reporting season kicks off with major updates from Netflix, Intel, and Johnson & Johnson. Locally, top miners like BHP and Fortescue are set to release updates next week.

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Wall Street consolidated after yesterday's surge, as investors digested comments from Fed Governor Waller, who suggested that rate cuts might be possible in the first half of 2025. Meanwhile, U.S. retail sales advanced, capping off a solid holiday season, while the U.S. dollar slipped ahead of the Trump inauguration. In the commodities market, oil retreated from a five-month high amid expectations of a halt to Houthi shipping attacks. Copper climbed to a five-week peak on China stimulus hopes, and iron ore hit a four-week high due to lower shipments. Gold also surged to a one-month high, driven by weaker bond yields. Looking ahead, Aussie shares are expected to inch higher, with Chinese economic growth data coming into focus.

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US inflation data fuelled optimism across markets, with softer-than-expected core inflation restoring hopes for rate cuts in the US this year. The ASX 200 surged 1.3%, marking its best day of the year, buoyed by US market gains and a strong local jobs report, albeit mostly part-time. Financials and tech stocks rebounded sharply after recent losses, while commodity prices rose on a weaker US dollar. Iron ore miners saw mixed performance, with Rio Tinto noting higher production costs but strong copper output. Buy-now-pay-later firm Zip also made gains amid lower US borrowing costs and positive broker sentiment. Looking ahead, key data from the US, China, and major corporate earnings could shape market movements into the week’s close.

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U.S stocks surged as investors celebrated easing inflation figures, marking the first decline in American core inflation in six months. Broad gains were seen across U.S. markets, buoyed by strong earnings reports from the banking sector. Leading technology stocks also rallied, driven by a fall in long-term interest rates. In the commodities market, oil prices jumped as U.S. crude inventories fell to their lowest levels since 2022, while gold extended its gains following inflation figures that came in below expectations. Looking ahead, Aussie shares are set to open higher, bolstered by positive sentiment from cooler U.S. inflation. The Aussie dollar strengthened in response, as investors anticipate key jobs data that will help shape the outlook for interest rates.

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It has been a somewhat volatile session today with the market starting strong but dropping as the day went on.  Laura and Stevie unpack this performance as investors brace for a busy 24 hours ahead with a multitude of US banks set to report on their results, and inflation data also being released which could impact interest rate decisions.  They discuss the performance of each of the sectors with many seeing declines and look at the stocks that saw the largest moves with Pilbara Minerals and Telstra gaining attention.

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