CommSec Market Update

The Australian share market suffered its worst session in seven weeks as US-Iran escalation triggered broad-based selling across all sectors. Financials led declines while energy stocks fell despite rising oil prices. Macquarie Group outperformed with record earnings, while Tabcorp plunged on regulatory concerns. Investors await the federal budget next week and CBA results.

Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.

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.

Australian shares face headwinds on Friday as Middle East peace negotiations between the US and Iran stall, weighing on global markets. Wall Street retreated from record highs as semiconductor stocks pulled back after an extraordinary year. Local earnings from Macquarie, QBE, REA and News Corp will guide the ASX, with the federal budget looming next week.

Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers.

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.

The local market surged for a second straight day, lifting 1% to a two-week high. Sentiment was bolstered by a record lead from Wall Street and fresh optimism for a US-Iran peace deal. With President Trump claiming a truce is "very possible," oil prices tumbled 7% back toward 100 USD, providing broad market relief. Mining stocks led the charge, jumping 3.7%, while Orica rocketed 8% on a narrowed loss and dividend hike. Conversely, Tabcorp cratered 23% following regulatory concerns, and Super Retail Group fell 3.5% after warning that "War Fatigue" and high fuel costs have dented discretionary spending.

Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.

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.

There are growing signs an Iran peace deal may be close, sending stocks soaring and oil prices plunging. Plus, what has happened to Berkshire Hathaway one year after Warren Buffett retired?

James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers.

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.

The Australian share market rallied on Wednesday, posting its strongest session in about a month. Banks and materials led the charge, together accounting for roughly 60% of the index. Easing Middle East tensions, falling oil prices, and strong US earnings results buoyed sentiment. However, outside the two dominant sectors, gains were modest. Key upcoming events include US employment data tonight and continued corporate earnings reports.

Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.

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.

US markets hit fresh record highs as semiconductors surged. Oil prices fell as the Iran ceasefire held, while attention now turns to the fallout from the RBA’s latest rate hike.

James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers.

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.

The local market slid by 0.2% today as investors juggled a hawkish Reserve Bank and a dangerous escalation in the Middle East. Overnight, oil prices jumped 5% following missile exchanges in the Strait of Hormuz, including reports of Iranian strikes on a UAE port and the US sinking Iranian boats. This "oil shock" pushed the RBA to raise interest rates to 4.35%—a third consecutive hike that effectively undoes all of 2025’s rate cuts. Westpac fell 2.3% after missing half-year profit expectations, while Flight Centre defied the gloom, surging 4% despite a $10 million hit from war-related disruptions. Energy stocks rose 1% as crude prices climbed.

Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.

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.

Iran attacks have escalated tensions in the Middle East, sending oil soaring and stocks and bonds lower. Plus, we take a closer look at the Aussie market’s recent underperformance.

James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers.

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.

The Australian share market opened the week in the red as investors brace for the Reserve Bank's interest rate decision tomorrow. Key themes include energy sector weakness amid oil price declines, tech strength tracking US gains, and company earnings warnings tied to Middle East conflict impacts. Bank results and the Macquarie Conference also loom ahead.

Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.

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.

Wall Street has pushed back to record highs on the back of strong corporate earnings. Meanwhile, the Australian share market is expected to open lower, with the US and Iran still engaged in ongoing talks over the Middle East conflict.

Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers.

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.