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The market has slipped slightly today marking two days of declines but still remains up overall across the month. Steve is solo today to reflect on a week which has seen more record highs, and to discuss the tariff rollout and how that alongside sluggish economic data has impacted markets. Mining stocks have seen some gains today minimising the losses on the ASX, Iress and Nick Scali caught attention today, and Steve unpacks what could move markets in the days ahead including the upcoming Reserve Bank meeting and US inflation data. 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 closed lower as rising rates and weak bond demand pressured markets. Treasury yields rose after soft bond auction results, dragging equities down. Healthcare stocks declined, with Eli Lilly falling on disappointing weight-loss drug data. Tech also struggled, with Fortinet plunging over 20% after a weak refresh cycle. Meanwhile, Trump announced tariffs on imported chips and urged Intel’s CEO to resign, unsettling the semiconductor space. In commodities, oil fell on news of a planned Trump-Putin meeting, easing geopolitical tensions. Elsewhere, the Bank of England cut rates to 4% in response to cooling inflation. Back home, Aussie shares are tracking lower for the week, though QBE is expected to report higher profits despite yield headwinds. 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.

Following the record-breaking session yesterday, the market seems to have taken a breather today. Laura and Stevie reflect on the session, and tariffs continue to make headlines as a number of them come into play today. The sectors saw mixed performance locally with financials being dragged by the ASX amid recent criticism, Newscorp gained attention following their earnings data, and they look to the day ahead with US earnings season continuing. 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 rebounded overnight as investors digested a wave of corporate earnings. Apple helped lift the Nasdaq, boosted by optimism around increased investment in domestic manufacturing. McDonald’s shares rose after the fast food giant returned to sales growth, thanks to popular budget meal deals. Yet not all earnings impressed. AMD slipped as China concerns overshadowed its upbeat AI outlook while Walt Disney also dropped, forecasting lower earnings ahead. Match Group announced a $50 million investment, citing a rosy outlook for the online dating market. In commodities, oil prices slid to an eight-week low on continued uncertainty around US-Russia relations. Back home, the ASX is expected to ease from record highs, as falling commodity prices weigh on local shares. 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.

Aussie stocks cracked fresh record highs today, with the ASX 200 lifting past 8,800 points for the first time ever. Markets are buoyed by optimism around US rate cuts and easing trade uncertainty, even as Trump’s new tariffs come into effect tomorrow. Meanwhile, a tagging error by the ASX sparked confusion for TPG Telecom, and gold stocks rallied on the final day of the Diggers and Dealers forum. Plus, REA Group soared on strong earnings, IDP Education bounced, and Pinnacle and News Corp surged. 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 ended lower overnight, surrendering early gains as investors weighed fresh signs of ‘stagflation’. In corporate news, Caterpillar revealed the impact of tariffs on its earnings, while Donald Trump announced plans to lift tariffs on pharmaceutical and semiconductor imports. Meanwhile, Tesla shares dipped on weaker sales in Europe, and oil prices fell for a fourth straight session amid cooling demand. Locally, the ASX is expected to approach record highs on Wednesday. Ryan and Tom also preview REA’s upcoming earnings.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 the best day in two weeks for the Aussie market as it once again neared a record high. Laura and Stevie reflect on this session that saw all 11 sectors with improvements, the part that US jobs data may have played in investor sentiment and discuss the winners and losers with 9 in every 10 stocks seeing gains. Telix Pharmaceuticals fell the most today, Austal gained attention and lifted strongly, and they look to the day ahead with a large number of earnings still to be reported on. 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 notched its best day since May, with the S&P 500 jumping 1.5% as weaker US payrolls boosted hopes for rate cuts. Investors took the soft jobs data as a sign that the Fed may ease policy sooner than expected. Meanwhile, Tesla rallied after news of a $30 billion pay deal for Elon Musk, while Spotify shares climbed on news of premium subscription price hikes. In retail, American Eagle soared over 20%, driven by Sydney Sweeney’s viral campaign and a surprise endorsement from Donald Trump. On the commodities front, oil prices fell as OPEC raised output, easing supply concerns and pressuring energy stocks. Back home, the ASX is set to open higher, with investors awaiting job ads and spending data for local economic cues. 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.

A quiet start to the week on the Aussie market as a bank holiday in NSW keeps trade light, but gold miners shine as the price of the precious metal surges. With reporting season now underway, Beach Energy stood out after announcing a record dividend, while BlueScope Steel slipped despite outlining plans for a potential green steel play in Whyalla. Meanwhile, ANZ led the big banks lower, and energy stocks struggled as oil prices dropped following fresh OPEC+ output moves. Plus, we look ahead to a week of earnings and data, including results from Credit Corp and updates on household spending and Chinese services activity. 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 ended the week sharply lower, dragged down by weak economic data and renewed concerns over U.S. growth. July’s jobs report disappointed, with just 73,000 positions added, well below expectations and fueling fears of a slowdown. Markets are now increasingly pricing in a possible Fed rate cut in September. In corporate news, Amazon shares slid after quarterly earnings failed to meet high expectations, while homebuilding stocks gained on falling interest rates. Back home, Aussie shares are set to open the week lower as investors brace for earnings season. 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 long-awaited tariff deadline has landed today, and the market has dropped in response. This decline has wiped out the gains from prior in the week, and Laura and Stevie unpack what unfolded with the Trump administration revealing multiple tariffs. Australia’s tariff was low compared to other countries, even New Zealand being given a higher tariff, and Canada has seen a tariff in excess of 30%. The financial sector has declined today weighing on the market, and utilities was the only sector to see gains. Resmed has been one of the winners on the market today, while Star Entertainment hit an all-time low, and Laura and Stevie look to the week 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.See omnystudio.com/listener for privacy information.

Wall Street retreated overnight despite upbeat earnings from major tech stocks. Microsoft hit a $4 trillion market cap after beating earnings expectations, while Meta seized the moment to ramp up its aggressive AI spending. Elsewhere, eBay shares jumped on signs of consumer resilience, but Amazon's gloomy earnings forecast weighed on its stock. Adding to the cautious sentiment, US inflation picked up in June, and copper prices tumbled on fresh tariff concerns. Back home, Australian home prices rose for a sixth straight month, but local shares are expected to open August lower after gaining 2% through July. 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 month has ended up overall. Laura and Stevie reflect on four months of improvements despite the local market dropping slightly today. US interest rates are back in the conversation and trade deals remain in focus with South Korea the latest to make a deal and the deadline set for tomorrow with many still to announce deals. Locally, only two of the sectors fell today, and it was largely mining that weighed on the market following data out of China and talk of copper tariffs from President Trump. Flight Centre saw significant declines today, the tech sector hit record highs, and Laura and Stevie look to 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.See omnystudio.com/listener for privacy information.

Wall Street closed lower as Fed Chair Jerome Powell tempered expectations for a September rate cut. The Federal Reserve held interest rates steady despite pressure from President Trump, reinforcing a cautious stance amid resilient economic data. In corporate news, Microsoft and Meta both surged in after-hours trading following stronger-than-expected earnings results. In contrast, Freeport-McMoRan shares slid after the announcement of new copper tariffs. Meanwhile, jobs data surprised to the upside, highlighting ongoing strength in the U.S. labor market, and the U.S. dollar extended its rally for a fifth straight day. Back home, Aussie shares are set to open lower ahead of the release of retail spending figures. 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 surged after quarterly inflation came in softer than expected, pushing interest rate cut odds beyond 100% and leaving the ASX just four points shy of a record high. Property trusts, consumer stocks, and financials rallied, while standout moves included gains for PolyNovo, Pilbara, and DroneShield. On the flip side, IGO tumbled on production issues. Plus, we look ahead to US rate decisions, Jerome Powell’s speech, and earnings from Meta, Microsoft, Amazon, and Apple. 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 snapped a six-day winning streak overnight, as investors turned cautious ahead of the highly anticipated Federal Reserve meeting. Industrials led the declines on the S&P 500, with UPS plunging after a disappointing earnings miss. The Dow Jones was weighed down by UnitedHealth, which slumped following a downbeat outlook, while Whirlpool shares tumbled amid delays to expected tariff relief. Back home, Aussie shares are set to fall on Wednesday, with attention turning to the release of quarterly inflation data. The Aussie dollar also slipped, as the US dollar climbed to a one-month high. 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 market has tread water again today only inching slightly higher toward the end of the session, likely fuelled by the fact that we are in for a huge amount of potentially market moving events to end the week. Among those events are trade deals and deadlines as negotiations continue, and more company news. The majority of sectors saw modest gains with the energy sector the best performer despite the sector including one of the worst performers of the day, and they look to the days ahead with more US earnings expected. 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.

Despite a cautious mood, US stocks held near record highs, while the US dollar recorded its biggest jump since May as trade jitters eased. Super Micro Computer surged on optimism around China-US trade relations, and Nike shares climbed following a broker upgrade, with analysts urging investors to "just buy it" ahead of the Soccer World Cup. In Europe, Heineken shares slipped after the company flagged flat sales volumes for the year. Meanwhile, in commodities, gold fell to a three-week low, while oil prices rose 2% on the back of a new US-EU trade agreement. Back home, Aussie shares are expected to open lower on Tuesday, with mining stocks still under pressure. Ryan and Tom also preview the upcoming US interest rate decision and what it could mean for markets. 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 edged higher to kick off what's shaping up to be one of the biggest weeks of the year, with major earnings, inflation data and a US rate decision all on the radar. Boss Energy crashed 43% after a shock downgrade, while lithium miners tumbled despite bullish broker calls. WiseTech named a new CEO, Helloworld soared 14% on a surprise upgrade, and Bellevue Gold fizzled after early gains. Laura breaks down the key moves and what’s coming next in a jam-packed 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.

Wall Street closed the week at fresh record highs, driven by strong corporate earnings and easing concerns about interest rates. Among the earnings standouts, gold miner Newmont surged after posting record quarterly results. Meanwhile, interest rates continued to moderate ahead of key jobs and inflation data due later this week. Back home, Aussie shares are expected to open the week lower, with investors digesting the latest global trends. 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 slipped on Friday as miners gave back gains and financials dragged, capping a choppy week that saw markets flirt with record highs. Energy outperformed thanks to rising oil prices, while Newmont hit a fresh high and CSL lifted healthcare back into positive territory for the year. AMP pulled back despite strong earlier gains. With inflation data, retail trade, central bank decisions and earnings from Microsoft, Meta and Amazon all ahead, next week is set to be one of the biggest of the year. 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 mixed bag of earnings overnight. Tom and Ryan unpack the US session with bond yields increasing while the US dollar dropped, and the S&P 500 and Nasdaq closing at record highs. Alphabet and Tesla again dominated the conversation, and energy stocks have seen gains amid a climb in oil prices. Ryan shares expectations around upcoming rate cuts amid unexpected employment numbers, Chipotle shares saw a significant cut, as did IBM and United Healthcare, and tech stocks saw gains potentially fuelled by Alphabet’s earnings. 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 snapped its winning streak despite a strong US lead, with the ASX200 turning lower after RBA Governor Michele Bullock warned inflation may not fall as quickly as hoped. That cast doubt over an August rate cut, even as markets still expect it. Fortescue jumped on record iron ore shipments, while Bapcor plunged 29% on a profit warning. CSL helped lift healthcare, the only sector in the green, and Macquarie fell on leadership changes. We also cover moves from PEXA, Boss Energy, and Lynas Rare Earths, plus results from Alphabet and Tesla. 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.

Encouraging trade news and earnings numbers that have bettered expectations have resulted in new record highs for the US market overnight. Tom and Ryan reflect on the earnings and updates from Tesla, and the performance of Alphabet. Lamb Weston was a top performer overnight, and GoPro and Krispy Kreme seem to be being fuelled by retail obsessed Reddit investors. NVIDIA beat earnings expectations, European markets saw car makers gain ground, and the Aussie dollar has continued to rise. 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 climbed around 0.75% on Wednesday, edging closer to another all-time high. Gains were broad-based, with banks rebounding and miners extending their rally to a fifth straight day. Materials are on track for their best week since September last year, while energy stocks rose on strong results from Woodside. Ampol and Iluka also impressed, while Paladin sank 11% on ambitious guidance. Globally, optimism around US trade deals boosted sentiment, and attention now turns to earnings from Alphabet and Tesla, along with local updates from Fortescue, Karoon, and Lynas. 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.

Tech names underperformed last night but there was ultimately little change across the broader market. Tariffs continued to gain attention with the US and Philippines coming to a tariff agreement and General Motors seeing a hefty decline, and earnings data has investors on tenterhooks with Alphabet and Tesla set to be examined closely. Lockheed Martin made headlines following their earnings data, as did D.R. Horton, and Kohl’s more than doubled their share price. 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 market has tread water today with the banking and mining sector heading in opposite directions. Laura and Stevie reflect on a session which started in the green, but quickly faded as the day went on. They discuss the part that trade deals may be playing in the consistent market performance, and how upcoming profit reporting could move markets. Insignia Financial caught attention with a healthy boost to their shares, Fletcher Building has been under pressure, and they look to the day ahead with US earnings continuing. 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 briefly touched new record highs overnight, but those gains faded by the close as investor sentiment shifted on renewed trade uncertainty. Communication stocks led early momentum, boosted by better-than-expected earnings, with Alphabet climbing nearly 3% ahead of its results. However, energy stocks dragged on the broader market, plunging as oil prices declined. In contrast, iron ore prices hit five-month highs following news of a major megadam project in China. Back home, the Aussie share market is set for a flat open as investors await the release of the RBA meeting minutes. 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 sharemarket kicked off the week on the back foot, with a sharp decline wiping out much of Friday’s record-setting rally. Financials were the biggest drag, particularly the big four banks, while energy and materials helped cushion the fall. Block, Inc. surged over 11% after news of its addition to the S&P 500, and AMP shares rallied following positive superannuation inflows. Liontown overtook Block as the day’s top performer, riding the lithium price wave, while Insignia Financial slipped amid takeover fatigue. Investors now turn their attention to a busy week of quarterly updates from US and Aussie heavyweights, RBA minutes, and central bank moves in Europe and the US. 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.

U.S. stocks closed the week on a mixed note as investors weighed the next steps on trade tariffs. In company news, 3M slumped on concerns about the impact of tariffs, Charles Schwab slipped despite reporting higher earnings, and Netflix fell 5% as investors looked past its strong results. Across Europe, talk of higher tariffs weighed on sentiment and dragged stock prices lower. Back home, futures point to a weaker open for the ASX 200, with market attention turning to upcoming updates from AMP and South32. 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 done it again! Laura and Stevie excitedly join us today for an update that saw the Aussie market continue to push higher following the record already set yesterday. They speak through the session which marks the best in around three months with all 11 sectors in positive territory, healthcare, materials, and financials saw the largest gains, and Mesoblast was the best performer with a 35% increase. Yancoal lost ground following disappointing sales numbers, and Laura and Stevie look to the days ahead with a number of earnings results 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.See omnystudio.com/listener for privacy information.

Wall Street surged to new record highs overnight, buoyed by strong earnings results and upbeat economic data. Better-than-expected retail sales figures lifted investor sentiment, while financial stocks led gains on the back of improved earnings. The world’s largest chipmaker, TSMC, also rose after posting stronger-than-forecast results, adding further momentum to the rally. Meanwhile, European markets recovered from the previous session’s losses, mirroring the positive tone in the U.S., and oil prices edged higher, clawing back ground lost earlier in the week. Back home, the ASX 200 is poised for another day of 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.

The market has set a new record high today with a boost that recovered the losses of yesterday. Laura and Stevie monitor this record move in real time, discuss the session, and the upcoming days with a number of companies set to release earnings results including Netflix. Locally all eleven sectors saw improvements today with financials and interest rate sensitive areas seeing gains, and they unpack how unexpected jobs data could impact markets and future interest rate 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.See omnystudio.com/listener for privacy information.

Wall Street rebounded after mid-session volatility, buoyed by reports that President Trump has discussed replacing Fed Chair Jerome Powell. In corporate news, Johnson & Johnson shares surged after the company posted better-than-expected earnings, while bank stocks were mixed despite also reporting strong results. On the data front, producer inflation came in below market expectations, prompting a dip in interest rates as investors priced in a more dovish outlook. Back home, ASX 200 futures point to a positive open, with investors awaiting key employment figures due later this 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.

The Aussie market snapped its winning streak on Wednesday, falling 0.8% in its worst session in around 10 weeks. Stevie and Laura break down the drivers behind the decline, including weakness in heavyweight sectors like materials and financials, and look ahead to tomorrow’s local jobs data and what it could mean for interest rates. They also discuss signs of rising inflation in the US, strong performances from tech stocks like Nuix and Megaport, Rio Tinto’s new CEO appointment, and notable company moves including Evolution Mining and BHP. 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 closed lower as investors weighed fresh economic data and corporate earnings. Chipmakers like Nvidia posted gains after the US government lifted some sales restrictions to China, while bank stocks lagged due to disappointing results. Meanwhile, a stronger US dollar continued to pressure commodity prices. Back home, Aussie shares are expected to open lower on Wednesday, with investors turning their focus to key employment figures due tomorrow. 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 sharemarket surged today, coming within just seven points of a record high. All sectors except mining finished in positive territory, with tech stocks and CSL helping lead the gains. Laura and Stevie unpack a raft of Chinese economic data, including GDP figures that slightly beat expectations, and preview a busy 24 hours ahead with key US inflation data and major bank earnings due. Plus, we look at a few notable movers from today's session - Lifestyle Communities, Paladin, Tyro, HUB24, and oOh!media. 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 stocks wavered overnight as investors weighed the impact of new trade measures. A 30% tariff on Mexican and European imports sent shares of European carmakers lower across the board. Despite early losses, US markets recovered, buoyed by optimism ahead of upcoming earnings reports and key economic data. In company news, Warner Bros. shares gained ground as the debut of the newest Superman film came to the rescue. Elsewhere, bond markets held steady as investors await critical inflation figures later in the week. Back home, Aussie shares are set to open higher on Tuesday. 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 another directionless session for the Aussie market but the week ahead may offer some direction. Laura and Stevie unpack the session which has remained mostly flat and reflect on 14 days of similar performance. Trump’s tariff plans continue to contribute to investor unease, South32 has dragged on the commodity space, and international trade data out of China showed an increase in imports. DroneShield continued to surge, The Reject Shop paid a dividend following the recently approved takeover, and Bitcoin hit a new record high. 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 ended the week lower, retreating from record highs as investors braced for the latest tariff developments out of Washington. In some company news, Amazon shares rose following its record-breaking four-day Amazon Prime sales event and DoorDash also saw gains after upbeat commentary surrounding its partnership with Domino’s. Back home, Australian shares are expected to start the week on the back foot as investors await key employment data. 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 quiet day for the Aussie market, but some rare earth stocks have been standouts. Stevie is solo to reflect on the session which has seen very little movement as the market danced around a record high. Stevie discusses the week which may have led to this cautious sentiment with rates remaining on hold, and Trump continuing to make tariff headlines. Only the mining sector saw gains locally today and so he unpacks the catalyst behind this, talks through the best and worst performers with HMC Capital losing ground, and he looks to the week 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.See omnystudio.com/listener for privacy information.

Wall Street rallied overnight, with the S&P 500 and Nasdaq hitting fresh record highs as investors shrugged off tariff concerns. Delta Airlines boosted sentiment with an upbeat outlook, while Nvidia CEO Jensen Huang is now on track to surpass Warren Buffett in personal wealth. In corporate news, Nutella maker Ferrero is reportedly planning a $3 billion USD acquisition of Kellogg’s. Across the Atlantic, the UK’s FTSE also hit record highs, driven by strength in mining stocks. In commodities, iron ore jumped to multi-month highs on hopes of fresh stimulus from China, while oil prices slipped amid speculation that OPEC+ may pause supply cuts. Back home, the ASX is on track to end the week by resetting its own record highs. 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 market has reversed the losses of yesterday and is on track for the best day in more than two weeks. Laura is solo to reflect on the session where the financial sector has performed well as have real estate stocks rebounding from the recent losses after th interest rate hold decision. Lifestyle Communities continued to gain attention, as did Netwealth, and Trump’s potential 200% pharmaceutical tariff saw CSL lose ground. NVIDIA hit milestones and Laura looks to 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.See omnystudio.com/listener for privacy information.

Wall Street surged as trade concerns eased, with the tech sector—particularly the Nasdaq—leading the gains. Nvidia made headlines by becoming the first company to reach a $4 trillion US valuation, while renewable energy firm AES also saw a sharp stock jump amid takeover interest. However, geopolitical tensions persist, with President Trump unveiling a fresh round of tariffs targeting countries from Iraq to the Philippines. Meanwhile, minutes from the latest Federal Reserve meeting revealed a divided committee on inflation and the future path of interest rates. Back home, Aussie shares are expected to edge higher on Thursday, supported by rising energy prices. 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.

Tariffs continue to lead the conversation today as Laura and Stevie unpack the worst day for the Aussie market in around 9 weeks. Despite being the worst day, the market has once again not moved much, Trump has discussed a 50% tariff on copper which has seen copper stocks and gold prices take a hit, and he has continued to discuss tariffs on pharmaceuticals. Property stocks have taken a hit amid the recent interest rate hold decision, and Laura and Stevie look to 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.See omnystudio.com/listener for privacy information.

Wall Street stalled overnight amid a lack of investor conviction, with banks leading the declines as HSBC adopted a more cautious stance. US Treasury yields fell for a fifth straight session, while copper posted its best day since 1989 after President Trump vowed not to extend tariffs and toughened his stance on copper and drug imports. In company news, Moderna was the top performer on the S&P 500, surging 8.8%, while Amazon Prime Day spending remains in focus. Back home, Aussie shares are set to open lower on Wednesday after the RBA surprised markets with its latest decision. 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 market has dropped slightly today but the drops could have been more significant with the expected rate cut not coming to fruition. Laura and Stevie discuss the shock decision, and the upcoming things to watch that could speak to a cut in August. Tariff discussions continue to keep markets on edge, the sectors had mixed performance with consumer staples taking the biggest hit, and they look to 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.See omnystudio.com/listener for privacy information.

Wall Street pulled back from record highs as fresh trade concerns rattle investors. President Trump has announced steep tariffs on five countries, set to take effect from August 1st, sparking widespread market unease. Meanwhile, Tesla shed $68 billion in market value after CEO Elon Musk’s political ambitions unsettled investors. In contrast, European markets saw gains, buoyed by strength in banking and technology stocks. In commodities, oil prices climbed on hopes of strong U.S. demand, while gold trimmed earlier losses after the announcement of new tariffs. Back home, Aussie shares are expected to fall on Tuesday, ahead of the RBA’s policy decision. 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.

Laura is back with Stevie today and kicks things off with some controversy discussing Trump’s tariff deadline not coming to fruition. They unpack how this has and could move markets going forward, and address discussions of further tariffs. A lift in expected oil production failed to have a dramatic impact on the energy sector, they address the moves across the other sectors with financials losing some ground and look at what to expect in the days ahead as the US market comes back online and the RBA interest rate decision looms. 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 subdued end to the week for U.S. markets, with Wall Street closed on Friday for Independence Day. Across the Atlantic, European stocks finished lower amid ongoing trade uncertainty. Meanwhile, oil prices are in focus ahead of an expected increase in supply from OPEC. Back home, Aussie shares are set to open flat after last week’s record highs, as investors await the upcoming RBA decision on Tuesday. 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 another quiet session, but the market continues to hold its place near the record high. Steve reflects on what has been 8 sessions of minimal movement for the Aussie market, but despite this it is the best week in two weeks and discusses the data and events that may have influenced this stagnancy. Profit taking was noticeable within the mining sector, and the consumer discretionary space saw some gains. Cleanaway attracted attention today as did Silk Logistics. 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.