The Aussie market has lifted modestly today in a week that has finished only slightly higher than it started.  Laura and Stevie reflect on the recent performance where the market has remained cautious but crept higher each week, discuss the latest happenings out of the US regarding tax and tariffs, and unpack the sectors where materials held the market back from bigger gains.  They discuss the winners and losers of the day with Nufarm having a challenging week, and look to the days ahead.

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Aussie shares are tipped to rise as easing U.S. bond yields provide relief to global markets, and Bitcoin hits a new record high. Long-term bond yields briefly hit multi-month highs before retreating, helped by Federal Reserve comments hinting at potential rate cuts later this year. Locally, the ASX200 is expected to inch higher after a rocky session, with eyes on the resources sector as oil and iron ore prices soften and the Aussie dollar retreats under U.S. dollar pressure.

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The market has reversed the recent gains today as it took a breather following yesterdays near record high.  Laura and Stevie discuss the session which has seen the week ultimately remain flat, and unpack the sectors with all but materials dropping into the red.  A number of stocks have caught attention today including IAG, Mayne Pharma, and Orica and they look at what to expect in the day ahead.

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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Wall Street retreated as mounting deficit fears triggered a sell-off in bonds and equities. In company news, Apple shares declined after its lead designer became entangled in a partnership with OpenAI, while Target stumbled as tariffs weighed on its earnings. Meanwhile, banks also pulled back amid renewed jitters over rising interest rates. In commodities, oil prices fell on news of US-Iran nuclear talks, even as geopolitical uncertainty continued to push gold prices higher. Closer to home, Aussie shares are expected to open lower on Thursday, tracking global bond market volatility.

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The Aussie market has continued to push higher today following both the interest rate cut that happened yesterday and talks of further cuts in the coming months.  Stevie is solo to discuss this near 13-week high for the Aussie market, break down local performance with most of the sectors seeing growth, and unpack the recent US market gains.  He talks through the biggest movers today including Nufarm who has seen a drop of around 30% and looks at what could happen to markets in the days ahead.

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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Wall Street snapped a six-day winning streak as investors searched for fresh catalysts to drive momentum. Technology stocks led the decline, weighed down by rising bond yields, which edged higher amid ongoing fiscal concerns in the U.S. In corporate news, Home Depot said it doesn’t expect to raise prices in response to new tariffs, while Elon Musk confirmed Tesla’s plans for a robo-taxi rollout—though the announcement lifted shares only modestly. Meanwhile, Moderna saw its stock jump on stronger-than-expected COVID-related guidance. In commodities, oil prices slipped slightly due to geopolitical uncertainty, while gold prices firmed as the U.S. dollar continued to weaken. Closer to home, Aussie shares are set to open higher on Wednesday following the Reserve Bank’s decision to cut interest rates to a two-year low.

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The Aussie share market rebounded on Tuesday, rising 0.7% after breaking a nine-month winning streak, with 10 of 11 sectors posting gains. The Reserve Bank of Australia delivered its second rate cut of 2025, lowering interest rates by 25 basis points to 3.85% — the lowest level since May 2023. Looking ahead, earnings from James Hardie, New Farm, Webjet, and Seek are in focus, with international eyes on Canada’s inflation data and Home Depot results.

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US markets closed almost unchanged on Monday, despite underlying volatility. The S&P 500 notched its sixth winning session, as investors appeared to look past the recent US credit downgrade. UnitedHealth shares extended their rally after the CEO bought into a beaten-down stock, while Reddit shares slipped amid concerns over a potential threat from Google’s AI developments. Meanwhile, the US dollar weakened following Moody’s downgrade, helping gold prices surge. Closer to home, Australian shares are set to open higher on Tuesday, with attention turning to the RBA and its widely expected interest rate cut.

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The winning run for the Aussie market has come to an abrupt end today.  Stevie is solo to reflect on what has been a decent run over the past couple of weeks, look at the recent performance of international markets, and to unpack what could be on the cards with an interest rate decision expected for Australia tomorrow.  The sectors mostly saw declines today with mining and energy stocks making some sizable moves, and Stevie discusses the stocks which caught attention including Domino’s.

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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Wall Street ended the week on a high note, marking its fifth consecutive day of gains despite US consumer sentiment sinking to its second-lowest level on record. Inflation expectations among consumers have surged to their highest since the early 1980s, adding to market jitters. Meanwhile, after-hours trading remains in focus as Moody’s downgraded the US credit rating, while commodities faced pressure from a strengthening US dollar. Oil prices managed to secure a second straight week of gains, but gold suffered its worst weekly decline since November. Closer to home, Aussie shares are set to start the week lower on Monday as investors keep a close watch on the Reserve Bank’s upcoming policy decisions.

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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