The Aussie market ended October on a flat and uninspired note, slipping by around four points on Friday to mark a fourth straight day of losses. That left the ASX 200 down roughly 1.4% for the week — its worst since April — as investors digested hotter-than-expected inflation data and reassessed expectations for future rate cuts. Despite the late-month pullback, the index still managed a 0.4% gain for October overall. Energy and materials helped limit losses, while consumer discretionary and utilities weighed most heavily, with Wesfarmers and Origin Energy both under pressure. Resmed was among the day’s bright spots, lifting after a solid quarterly update. Looking ahead, attention turns to the RBA’s rate decision on Melbourne Cup Day, US inflation data tonight, and next week’s bank earnings from Westpac, NAB, and Macquarie.

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U.S. stocks fell overnight, with the S&P 500 and Nasdaq dragged lower by Meta and Microsoft amid renewed Fed rate concerns. Investors rotated out of tech and into bank and healthcare stocks, while rising Treasury yields reflected uncertainty over further Fed cuts. In Europe, the ECB kept rates unchanged amid resilient economic growth. In commodities, oil prices held steady amid optimism over a U.S.–China trade truce, and gold gained after the Fed’s latest trim. Back home, Aussie shares are set to snap a three-day losing streak to end the month on a stronger note.

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The Aussie sharemarket extended losses to a third straight day, weighed down by fading hopes of another RBA rate cut this year after yesterday’s hotter-than-expected inflation data. The ASX200 slipped about half a percent, trimming October’s monthly gain to just 0.5%. Overnight, the US Fed delivered another 25-basis-point rate cut but signalled caution about further easing, while Nvidia hit a record US$5 trillion valuation. Locally, healthcare and energy stocks led modest gains, but sharp falls in consumer discretionary shares — dragged by Wesfarmers — kept the broader market under pressure. Investors also watched a high-stakes meeting between US and Chinese leaders, their first face-to-face since Trump’s re-election, aimed at easing trade tensions.

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US stocks gave up early gains after Jerome Powell signalled the central bank may not cut rates again this year. U.S. Treasuries slumped after Powell clarified that a December cut isn’t guaranteed. Nvidia became the first company to reach a $5 trillion market value, while Caterpillar hit a record high as strength in its energy business lifted shares. In commodities, copper reached a record high due to supply shortages, and oil prices rose following a sharp decline in US stockpiles. Elsewhere, the Bank of Canada cut interest rates, and back home, Aussie shares are set to open lower on Thursday as rate cut hopes are dashed.

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The ASX200 slipped almost 1% to its worst daily drop since 3 Sept, spurred by September CPI showing headline 3.2% and core at 3%, topping the RBA’s target. Markets now see only a 5% chance of a rate cut at the Melbourne Cup meeting. Energy and gold miners led modest gains, while financials and CSL fell sharply.

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Wall Street hit fresh record highs, with the S&P 500 rising above 6,900 points on AI optimism. Apple reached a $4 trillion market value, while Microsoft gained from its OpenAI partnership. US bond yields edged lower ahead of the Fed’s rate decision, while in Europe, the FTSE 100 touched a new peak, lifted by HSBC. In commodities, oil fell 2% as traders weighed Russian sanctions, gold slipped to a three-week low amid signs of progress in US–China trade talks, and aluminium rose on concerns over Australian smelter output. Back home, Aussie shares are set to open higher ahead of key inflation data.

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The ASX200 fell about 0.5% today, erasing Monday’s gains, but stays up 2% for October and just 1% below a record high. Financials rallied, with the big four banks hitting record levels, while CSL and WiseTech drove the decline, dropping 16% and 15% respectively. Look ahead to tomorrow’s CPI release and the RBA’s likely rate cut on Melbourne Cup Day.

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Wall Street climbed to record highs on renewed US-China trade optimism, with the S&P 500 on track for its first-ever close above 6,800 points. European markets also extended their winning streak, marking a third straight session of record finishes, while Argentine assets rallied following Javier Milei’s election victory. Elsewhere, Qualcomm shares surged after the company unveiled new AI chips aimed at competing with Nvidia. In commodities, copper reached a 17-month high on hopes of a trade deal, while gold slipped below $4,000 per ounce. Back home, Aussie shares are set to fall amid renewed interest rate jitters, after RBA Governor Michele Bullock warned that a 0.9% rise in core CPI would represent a material miss.

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The ASX200 nudged up 0.4 % on Monday, keeping the market within striking distance of last week’s record. Financials powered the rise, with three of the big four banks near all‑time highs and energy and tech also in the green. Gold fell 1.3 % after a sharp profit‑taking rally, dragging miners down. Looking ahead, US‑China trade talks, the “Magnificent Seven” earnings and a key CPI release will drive sentiment, while markets price a 60 % chance of an RBA cut before the Melbourne Cup.

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Wall Street notched record highs after cooler-than-expected US inflation data, with the Dow closing above 47,000 points for the first time. European markets followed suit, also finishing at record levels. Bonds, however, erased their post-CPI gains. Looking ahead, a busy week awaits with a Federal Reserve meeting and mega-cap earnings in focus. In commodities, oil steadied as traders weighed sanctions, while gold ended its nine-week winning streak. Back home, Aussie shares are expected to rise on rate-cut bets in what’s shaping up to be a pivotal week for markets, while the Aussie dollar lifted following the softer US inflation print.

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