The ASX200 closed essentially flat, down only three points, after a volatile November that saw the index fall about three percent for the month but climb 2.4 percent this week, snapping a four‑week losing streak. Rate‑cut hopes were dented by hotter‑than‑expected inflation, while sector performance was mixed. Tech, finance and property fell, but healthcare, consumer staples and WiseTech rose. Upcoming drivers include the OPEC+ meeting, Black Friday sales and Australian economic data on building approvals and September‑quarter growth.

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US financial markets are closed for the Thanksgiving holiday on Thursday, while European stocks are heading for a muted finish to November. Bitcoin topped 90,000 on shifting sentiment, and China’s ANTA Sports is reportedly weighing a potential bid for Puma. In commodities, gold slipped from two-week highs while iron ore inched higher on a softer US dollar. Back home, Aussie shares are expected to open lower, snapping a four-day winning streak.

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ASX200 was flat after a 0.4% rise early, keeping a 2.3% weekly gain and ending a four week losing streak. Tech stocks outperformed, up about 2%, while energy fell 1.3% on oil price drops ahead of the OPEC meeting. With US markets closed for Thanksgiving, focus shifts to European cues and the upcoming Black Friday Cyber Monday retail surge.

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Technology stocks continued to lift Wall Street, helping the market recover ground lost in last Thursday’s sell-off as falling bond yields supported sentiment. The Philadelphia Semiconductor Index jumped nearly 3%, while Dell Technologies rose 6% on strong data-centre demand. Elsewhere, Robinhood shares surged 10% on acquisition developments, whereas John Deere slipped on a grim agriculture outlook. Back home, futures point to gains ahead of today’s business investment data.

Farewell, Tom! Your market insights and sharp sense of humour will be greatly missed.

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The ASX200 closed up about 0.7%, marking three consecutive days of gains and a weekly rise of roughly 2.2% after last week’s 2.5% slump. Hotter‑than‑expected inflation (headline 3.8%, core 3.3%) pushed RBA rate‑cut odds down to 24% for May. Materials, health and consumer stocks led the upswing while tech, telcos and utilities fell. Zip jumped 7% and DroneShield 8% after a European defence contract; Temple & Webster slumped 33% on a weak trading update. Looking ahead, US inflation, jobless claims and durable‑goods data, plus the RBNZ, UK budget and Beige Book, will shape market sentiment.

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Wall Street extended its rebound overnight as investors looked ahead to the Thanksgiving holiday and grew more confident in a December rate cut. US Treasury yields eased, with the 10-year slipping below 4% as Hassett emerged as the frontrunner for the Fed’s top job. In stocks, Nvidia fell as its rivalry with Google intensified, while Abercrombie's stock surged despite a general retail pullback. In commodities, oil declined as ongoing Ukraine–Russia talks raised expectations of improved supply. Back home, Aussie shares are expected to extend gains on Wednesday, with key inflation data and New Zealand’s rate decision in focus.

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The Aussie market caught its breath today after yesterday’s strong rebound. We traded in a tight range for most of the session and finished up a touch, enough to make it two days of gains. Miners did the heavy lifting, rising about 1.7% thanks to firmer iron ore and stronger gold prices, while financials slipped roughly 0.7%. Bendigo and Adelaide Bank tumbled more than 7% after flagging deficiencies in money-laundering risk systems while on the other hand, Webjet impressed with record results and lifted 9%. Tonight is packed with US economic data, and tomorrow’s local inflation numbers at 11:30 a.m. will be the major focus, with headline annual inflation expected to push towards 3.9%.

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Wall Street surged overnight as technology stocks powered higher and rate-cut optimism strengthened, with bond yields falling after dovish comments from Fed officials. Elsewhere, Broadcom joined Alphabet in leading the AI-driven rally, while Novo Nordisk slipped on disappointing Alzheimer’s trial results. Oil and gold rose as a weaker US dollar provided support. Back home, Aussie shares are set to extend gains on rising commodity prices. Meanwhile, Trump said he plans to visit China.

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The ASX200 jumped 1.3% on Monday, snapping a week of declines and lifting the index to within 6.5% of its October record high. Tech and industrial stocks led the rise, while energy fell as oil slipped. Notable moves included Qube soaring 19.5% on a $11.6 bn Macquarie offer and DroneShield edging higher despite a steep MTD loss. Investors will watch Wednesday’s inflation print, the US Fed rate decision on 10 Dec, and a busy roster of AGMs later in the week.

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US stocks staged a spirited recovery following Thursday’s drubbing, helped by comments from the New York Fed governor that signalled support for interest-rate cuts. Healthcare stocks led sector gains, with Eli Lilly up 1.6%, while Nvidia climbed on renewed optimism for its China sales outlook. In commodities, oil prices ended lower on Friday, settling at one-month lows. Back home, Aussie shares are expected to rebound on Monday from five-month lows.

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