CommSec Market Update

It’s been a rollercoaster week for global markets, with Aussie investors caught in the crossfire of escalating trade tensions between the US and China. The back-and-forth, led by unpredictable moves from President Trump, has triggered some of the most extreme market volatility since the GFC and COVID era. Despite the chaos, the Aussie sharemarket is surprisingly set to finish the week only half a percent lower, thanks to a couple of strong sessions mid-week.

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.

After a historic rally, Wall Street has posted significant declines amid escalating trade tensions, as the Trump administration raised tariffs on Chinese imports for a second consecutive day. The S&P 500 gave back gains from its best single-day performance in 17 years, while technology stocks—especially in the semiconductor sector—suffered steep losses. Investor sentiment turned risk-averse, with many moving away from the US dollar in search of safe-haven assets. Gold surged 3.5%, while oil prices slipped lower. Closer to home, SPI futures suggest the ASX 200 is set to open lower on Friday.

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.

Global share markets have been on a rollercoaster, with Aussie shares on track for their best day since 2020. On news that Trumps tariffs would be delayed for everyone except China, the Dow surged almost 8%, the S&P 500 jumped 9.5% — its best day since 2008 — and the Nasdaq soared 12.2%, its second-biggest gain ever. While uncertainty remains with China preparing stimulus measures and tensions far from resolved, markets are riding the wave of optimism — at least for now.

 

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.

It was a historic day on Wall Street as the Trump administration paused reciprocal tariffs with several key trading partners, sparking a broad market rally. All sectors of the S&P 500 closed higher, led by strong gains in information technology, while the NASDAQ logged its second-biggest gain on record. Investor speculation is building that the Federal Reserve may step in if the bond sell-off intensifies, adding further fuel to market optimism. Commodities surged on the news, with oil jumping 4% and gold soaring 3% to hit fresh record highs. Looking ahead, Aussie shares are expected to rally sharply, with futures pointing to a 6% surge at the open.

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 Aussie market has taken a tumble once more today following the short-lived improvements of yesterday amid the introduction of further reciprocal tariffs.  Laura reflects on the recent turbulent performance both locally and globally as the highest tariffs in more than 100 years have been introduced, unpacks the sectors with all but one falling - some substantially, and she looks at the few stocks that have managed gains.

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 surrendered early gains overnight as the US-China trade war intensified. Long-term interest rates surged as investors shifted their focus to the inflationary impact of rising tariffs. Apple shares have plunged more than 20% in recent days, while US defence stocks climbed on hopes of increased government spending. In Europe, share markets rebounded slightly from 14-month lows after four consecutive sessions of heavy selling. Commodities also took a hit, with prices slumping amid growing concerns over global growth. Meanwhile, Aussie shares are expected to open lower on Wednesday, giving up the previous day’s gains and the Aussie dollar remains at five-year lows.

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.

It is a sea of green today as Laura unpacks the performance of the local market following the steep declines of yesterday.  Laura reflects on this best day locally since November 2022 and recaps the performance of international markets overnight.  Tariffs continue to dominate the headlines with China refusing to back down on their retaliatory tariffs and Trump set to impose further tariffs in response.  Locally interest rate cuts are becoming more likely, and Laura talks through the companies that caught attention including Star Entertainment.

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 attempted to consolidate overnight, but ongoing tensions between the US and China did little to calm investor nerves. Bond markets surged higher, defying expectations of a potential rate cut in May. Apple shares were caught in the geopolitical crossfire, while communication stocks found pockets of support. In Europe, markets slumped on Monday, dragged down by weakness in energy and financial stocks. Meanwhile, commodity prices continued their retreat, with both gold and oil slipping lower. And despite the global uncertainty, futures are pointing to a gain for the ASX 200 when local trade begins.

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.

It has been a rough day for the Aussie market today as it mirrored global markets and dropped substantially with declines not seen since 2020.  Trump’s tariffs have sparked discussions of a global recession and Laura unpacks the global market moves being made amid these events.  Laura unpacks the performance of the local sectors with declines happening across the board, both the Aussie dollar and gold prices have dropped, and Laura talks through the stocks that did manage to see some gains amid a sea of red.

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 and European markets plunged as investors reacted to the deepening US-China trade war and rising global growth concerns. Panicked investors pushed the fear gauge to its highest level since April 2020, while interest rates fell to lows not seen since September 2022. Commodities also sank, led by copper’s biggest one-day drop since 2020. The Aussie dollar retreated, weighed down by fears of a slowdown in China, and local markets are bracing for impact, with Aussie shares expected to post their worst single-day performance in five years on Monday.

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.