CommSec Market Update

Join Tom and Ryan as they delve into the impact of rate cut expectations on Northern Hemisphere stock markets, dissecting the implications of jobless claims and employment trends for investor sentiment. Despite reporting strong quarterly performance, including a near-doubling of earnings per share and record-high bookings, Airbnb's stock fell by 7%, highlighting the market's sensitivity to forward guidance from companies. The ASX is expected to end the week higher, driven partly by positive earnings results from companies like Life360 and QB Insurance

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.

 

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It has been an ugly day for the market today with declines across the board.  Laura and Stevie discuss this abrupt end to the gains, look at the international economic data that could impact markets overnight, and pre-empt the week ahead which will be rife with local data.  They look at the winners and losers in each of the sectors with a quarter of the market’s losses related to one company, and what could move markets tonight.

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.

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As US markets tread cautiously in anticipation of forthcoming inflation data, the spotlight shifts to Sweden's unexpected interest rate cut by the Riksbank, signalling potential ripples across commodities and mining sectors.

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.

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The market has remained stagnant today following several days of gains that saw the market up 3%.  Laura and Stevie discuss the slow to this winning streak, look at some of the big movers both internationally and at home, and unpack what to expect overnight.

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.

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 With US stocks consolidating and Aussie shares expected to build on recent gains, the focus is on the Reserve Bank of Australia's surprising decision regarding interest rates. Despite an upgrade in inflation forecasts, the RBA maintained a neutral stance, leaving investors grappling with mixed signals. Tom and Ryan dissect the complexities of the RBA's messaging and its implications for market sentiment.

 

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.

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Craig and Steve today deep dive into the data that came out of the reserve bank board decision and how that data impacted the local market as interest rates remained on hold.  With us ultimately seeing a third day of gains for the Aussie market Craig and Steve look at the winners across each of the sectors - with 9 in every 10 companies seeing increases, and look at the economic indicators expected overnight.

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.

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 US investors return with optimism, driving a positive start to the week with the Dow Jones, S&P 500, and NASDAQ all posting gains. The Philadelphia Semiconductor Index also sees a notable rise. Amidst discussions on potential interest rate cuts by the US Federal Reserve, Tom and Ryan navigate through the intricacies of market sentiment, buoyed by solid earnings reports and geopolitical developments, including a ceasefire proposal in the Israel-Hamas conflict. And attention shifts to Australia's Reserve Bank today, set to announce its interest rate decision against a backdrop of strong domestic inflation and tightening job market conditions.

 

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.

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There has been another small lift for Aussie investors to start the week – a third consecutive trading day of gains.  Craig and Steve unpack this and discuss the market sentiment as an interest rate decision nears.  They look at the performance of each of the sectors, talk through the stand out stocks that have caught their eye, and look at the economic data to expect in the coming day.

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.

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Join Tom and Ryan as they deep dive into the impact of falling bond yields and interest rate expectations on Australian shares, particularly emphasising the potential implications for property, technology, and consumer discretionary stocks. They analyse Wall Street's recent surge following hints of a potential softening stance on US inflation in the wake of Friday's job data, and speculate on the Reserve Bank's stance at this week's meeting. Additionally, they discuss corporate earnings reports, focusing on Westpac's anticipated results and the broader performance of the financial sector. 

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.

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Craig joins Laura once again today on a day that was positive for the Aussie market with a second straight run of gains following the mid-week falls.  They unpack the latest economic data, look at the stocks that saw large movements today, and pre-empt what could be on the cards across the weekend.

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.