Steve is solo again today with the Aussie market continuing to hold onto some solid gains that have accumulated across this short week.  Steve reflects on this two-week streak following a challenging February and March, looks at the performance of US markets which saw gains amid softening tariff conversations, and unpacks the standout performers today with many seeing gains despite energy and consumer staples coming under pressure.  Uranium stocks have attracted attention, and Steve looks at what could move markets in the week ahead.

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Wall Street surged overnight as investor sentiment improved following President Trump's softened stance on trade, fueling hopes for a deal with China. Technology stocks led the rally, with notable gains across the sector. Tesla shares rose after Elon Musk signalled a pullback from DOGE-related activity, while Boeing reported a smaller-than-expected loss despite ongoing trade war concerns. US bond yields were mixed amid Trump's latest pivot on the Federal Reserve and tariffs, while the US dollar rebounded as the White House moved to ease tensions with China. In commodities, oil prices retreated more than 2%, and gold slid as demand for safe-haven assets waned. Closer to home, futures point to a flat start for the ASX, following yesterday’s gains.

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It has been an encouraging session on the Aussie market which shook off the sizable declines that started the week.  Steve is solo today to unpack the session where tariff discussions continue to drive market reactions, discuss the standout performers which included energy, tech, and mining stocks, and the hefty declines seen across gold miners.  Steve also looks at what is on the cards for the remainder of the holiday shortened week including US property sales data and profit results for the likes of Boeing and IBM.

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Wall Street rebounded overnight, with major indexes ending higher as investors responded positively to corporate earnings and growing optimism around easing tariff tensions. Industrial giant 3M held steady, maintaining its full-year outlook, while Tesla reported a 20% decline in automotive revenue. In commodities, oil prices surged 2% following the announcement of new sanctions on Iran, while gold briefly hit a fresh record high before pulling back. Copper also edged higher, defying a generally downbeat outlook for global demand. Closer to home, Aussie shares are poised to rise on Wednesday, despite a downward revision to global growth forecasts from the IMF. Meanwhile, the strong US dollar continues to pressure the Aussie dollar, which has weakened in response.

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Aussie markets held their ground after a rough night on Wall Street, where US indices plunged following Donald Trump’s fiery social media post attacking Fed Chair Jerome Powell. Despite the global jitters, the ASX 200 steadied, thanks in large part to a 3.8% surge in CBA shares. Gold stocks sparkled on safe haven demand, while tech and energy lagged amid interest rate fears and falling oil prices.

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Wall Street fell sharply, with the S&P 500 shedding 2.5% after President Trump criticised the Fed’s pace of interest rate cuts. Tesla also came under pressure ahead of its earnings release, facing heightened scrutiny. In commodities, oil prices dropped more than 2% on mounting global growth concerns, while gold surged to another record high as investors sought safe-haven assets. Looking ahead, Aussie shares are poised to open lower on Tuesday, and the Aussie dollar has strengthened as the US dollar slumped to a three-year low.

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Aussie shares defied expectations and finished the week on a high, with the ASX200 lifting despite sharp overnight losses on Wall Street. The unexpected strength came after weaker-than-expected March jobs data—just over 32,000 jobs added and a rise in the unemployment rate boosted hopes of a rate cut when the RBA meets on May 20. Energy and mining stocks led the gains, helped by a rebound in oil, gold, and iron ore prices, while BHP and Pilbara Minerals faced pressure from underwhelming quarterly results. With markets now closed for the Easter long weekend, all eyes turn to global earnings, including Netflix, and ongoing trade tensions that could stir things up before trading resumes Tuesday.

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Wall Street returned to volatility overnight as investors weighed the impact of Jerome Powell’s latest comments on interest rates. Tech stocks led the decline, with Nvidia tumbling 8% following a massive write-down, dragging the broader sector lower. The Philadelphia Semiconductor Index shed more than 5% in response. In contrast, retail sales surged ahead of an expected tariff increase, offering a rare bright spot in an otherwise turbulent session. Meanwhile, the US dollar slumped, boosting commodities — oil climbed 2%, while gold surged to record highs. Closer to home, ASX 200 futures point to a weaker open on Thursday, with local investors eyeing upcoming employment data. The Aussie dollar gained ground on US dollar weakness, adding to the global currency market shifts.

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The Aussie share market started strong but lost steam by the close, ending slightly lower and breaking its winning streak—despite upbeat economic data from China. Energy, mining, and healthcare stocks dragged the market down, while major banks and gold stocks lifted. On the flip side, Mineral Resources tumbled after two board resignations, and Rio Tinto dropped on weak quarterly results. Investors are eyeing key U.S. economic data and an interest rate decision from Canada tonight, while tomorrow’s Australian jobs report will be crucial in shaping expectations for a potential RBA rate cut in May.

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Markets experienced mixed fortunes overnight, as investors weighed the latest developments on tariffs. Sentiment was shaped by reports that the White House may suspend tariffs on auto parts—a move that helped lift European car makers. Meanwhile, bank stocks continued their upward momentum on the back of improved earnings. Johnson & Johnson posted better-than-expected results, though its shares slipped amid lingering tariff concerns. In currency and commodity markets, the US dollar has rebounded, while prices remain volatile—oil held steady, and gold edged back toward record highs. Closer to home, futures point to a flat open for the ASX 200, and the Aussie dollar has eased slightly.

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