The market has closed in on a record high once again today kicking off the holiday shortened week with a strong performance.  Stevie is solo to reflect on what we saw over the long weekend including data out of China and further trade discussions, and he discusses the sectors that saw sizable gains, with the banks, consumer discretionary, and tech home to some of the big winners.  Metcash and Zip caught attention today, and Stevie looks at what could move markets in the days ahead.

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Cautious optimism prevails on Wall Street as trade talks between the US and China progress. In corporate news, Apple disappointed investors with its recent event, dragging its shares down, while Qualcomm announced a $2.4 billion deal to acquire chipmaker Alphawave. Topgolf Callaway saw its stock jump 11%, and Tesla shares edged higher, clawing back last week's losses. Meanwhile, it was a mixed session for commodities, though iron ore stood out with a decline amid renewed deflation concerns in China. Closer to home, Aussie shares are poised to open modestly lower on Tuesday following the long weekend and the Aussie dollar has held firm above 65 US cents, buoyed by ongoing weakness in the greenback.

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Following a flat performance yesterday the market has again had an underwhelming day today despite somehow managing to hold onto the overall weekly winning streak.  Laura and Stevie reflect on this holiday shortened week, this choppy session, and the part that President Trump may be playing in markets remining cautious.  Only two sectors saw gains today and they talk through the stocks that caught attention including Iluka Resources Ltd and Skycity Entertainment Group.

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US stocks ended lower despite a wave of early optimism, sparked by news that U.S. President Donald Trump and China’s Xi Jinping have agreed to resume trade talks. In corporate news, Brown-Forman — the maker of Jack Daniel’s — suffered its steepest share price drop since 2008 following weaker-than-expected earnings. Meanwhile, consumer goods giant Procter & Gamble announced plans to cut 7,000 jobs as part of a restructuring effort. Across the Atlantic, the European Central Bank cut interest rates once again but signaled a possible pause in future easing. Oil prices climbed on renewed hopes surrounding U.S.-China trade negotiations. Back home, Australian shares are set to finish the week in the red ahead of the long weekend.

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Most sectors have fallen back today despite a positive start to the session.  Laura and Stevie discuss this session which saw the market fading following the gains of yesterday, reflect on international news with Trump introducing travel bans, and they look at the stocks that moved the most.  The materials sector did see some stand outs today as did the tech space, lithium stocks continued to gain attention amid news out of the US, and they look to the day ahead.

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US stocks struggled to advance as fresh data pointed to a slowing economy, with sentiment dented by a soft US jobs report that snapped the Dow Jones’ four-day winning streak. Interest rates fell as investors bet on potential Fed rate cuts, fueling a surge in home builder stocks. Meanwhile, DollarTree has warned of a looming profit hit tied to possible Trump tariffs, while Tesla shares declined after weak sales data in Germany and China. In Europe, markets ended higher, with German stocks boosted by a newly announced tax relief package. Closer to home, Aussie shares are expected to open flat, hovering just shy of record highs.

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The market has neared record levels once again today as it cracked through a three-month high.  Laura and Stevie unpack the local session and discuss international markets with the US having seen a bounce back from recent lows.  Interest rate cuts could be on the cards sooner than expected amid data out today, most of the sectors gained ground with energy being an outperformer, and they look at the stocks that gained attention including Commonwealth Bank which continues to set records.

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Wall Street was boosted by gains in technology stocks, with Nvidia reclaiming its title as the world’s most valuable company. Chipmakers also rallied on renewed hopes around US-China trade talks. Meanwhile, US job openings rebounded in April, suggesting resilience in the labour market. In corporate news, shares in dating app Bumble fell amid growing concerns over its market share. In commodities, oil rose 1.5% on rising geopolitical tensions, while gold eased from a four-week high. Closer to home, Aussie shares are expected to open higher on Wednesday ahead of the release of key economic growth figures.

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The local market has had the largest lift in a month today.  Laura and Stevie discuss the recent performance where the market has largely remained stagnant despite the session today, unpack the likeliness of further rate cuts following the release of the RBA minutes, and discuss the latest in tariff headlines.  A number of stocks caught attention including IDP Education, Treasury Wine Estates, and Bluescope, and they look to the days ahead.

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US stocks have posted modest gains to start June, as investors largely shrugged off renewed global trade tensions. Steel and aluminium shares jumped after President Trump pledged to double tariffs on the metals, though the move is expected to raise production costs for automakers. Elsewhere, European markets stumbled in response to the latest tariff threats, while energy shares in North America rose more than 1% as wildfires threatened Canadian oil supply. Meanwhile, the US dollar slipped, providing support for commodities—gold climbed to a three-week high and US copper futures surged amid growing tariff concerns. Closer to home, Aussie shares are set to open higher ahead of the Reserve Bank’s meeting minutes, with the Aussie dollar edging closer to 65 US cents.

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