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Global stock markets plunged as escalating tensions in the Middle East rattled investor confidence. Concerns over inflation are growing, driven by a sharp rise in energy prices. Oil surged to its highest level in three years on supply fears, while gold gained as investors flocked to traditional safe havens. Elsewhere, defence stocks rallied in response to the geopolitical uncertainty. Closer to home, Aussie shares are expected to open lower following five consecutive weeks 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 declined slightly today but overall, the week has finished with a gain marking five weeks of improvements. Laura is solo today to reflect on the recent modest improvements and discuss the trade talks and geopolitical tensions which have kept investors cautious. Oil prices soared today with the energy sector being a beneficiary, Origin Energy gained attention, and most of the sectors saw declines. 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 showed resilience overnight, recovering from early losses to close higher. Oracle shares soared to a record high after reporting dramatically stronger sales, helping to lift overall market sentiment. Meanwhile, US Treasury yields edged higher following a strong auction and signs of easing inflation. Boeing shares, however, slipped amid renewed scrutiny in the wake of a tragic Air India crash, weighing on the industrials sector. In commodities, oil prices dipped as traders assessed ongoing tensions in the Middle East, while gold jumped on heightened geopolitical risks. Closer to home, the ASX is on track to end the week on a positive note. 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 high of yesterday and the strong performances over the week the market has paused for breath today and lost some steam as the day went on. Laura and Stevie discuss the slight dip in US markets overnight despite positive trade talks and consumer inflation data that was heading in the right direction, and what could be keeping markets cautious. Monash was in focus again today after news of a resignation, and Cochlear recovered most of the losses that it saw early in the session. 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 stocks closed lower, dragged down by technology names and despite stronger-than-expected inflation data. Interest rates also eased, supported by progress on reducing the budget deficit. In company news, Starbucks shares surged after reports it may sell a minority stake in its Chinese operations. Meanwhile, oil prices jumped 4% to a two-month high, while iron ore rallied as traders welcomed signs of progress in Sino–US trade relations. Closer to home, Aussie shares are tipped to hit a fresh record high, buoyed 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.

It has been a solid session today as the Aussie market has cracked a fresh record high once again. Laura and Stevie discuss the session where most of the sectors have seen gains and discuss the big winners with Zip continuing to forge ahead following the growth that it saw yesterday. Qantas gained attention as did Pilbara, and they look to the days ahead with upcoming inflation data one to watch. 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 markets saw a mix of optimism and caution on Tuesday. The S&P 500 rose for a third consecutive session, buoyed by renewed hopes for progress in US-China trade talks, while US small business sentiment improved for the first time this year. In Asia, Taiwan semiconductor stocks surged, driven by a strong revenue boost. Meanwhile, in the US, J.M. Smucker shares tumbled, marking their steepest drop in nearly 40 years as tariffs weighed heavily on profits. Across Europe, markets were mixed, though UK shares edged closer to record highs despite a slowdown in wage growth. Closer to home, the ASX 200 is poised to break above 8,600 points on Wednesday, setting up a potential fresh record high as local momentum continues to build. 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 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. 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.

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. 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 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. 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 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. 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.

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. 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 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. 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 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. 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 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. 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 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. 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 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. 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 had a slow start to the month remaining mostly flat. Stevie is back for the podcast today (even though his voice may not be) to discuss the last month’s performance with Laura, and the mixed news around tariffs which could have kept markets cautious. Commodity prices were in focus today on the back of rising geopolitical tensions, they look at how the sectors performed with many seeing losses, and the stocks that caught attention including Bluescope. 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 wrapped up the month on a high note, with both the NASDAQ and S&P 500 posting their best May gains since the 1990s. Investor sentiment was lifted by encouraging inflation data and moderating interest rates. Elsewhere, Costco shares climbed after the retail giant reported earnings that surpassed expectations, while commodities eased as investors turned their focus to upcoming key manufacturing figures. Closer to home, the ASX 200 is poised to kick off June with modest 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.

Aussie shares are wrapping up May on a positive note, with the market up 3.8% for the month and 0.8% for the week. A surprise dip in retail sales sparked speculation of rate cuts, with markets now pricing in three cuts by year-end. Trade tensions are back in the spotlight as a US court temporarily backed Trump's push for tariffs, adding fresh uncertainty. Sector-wise, tech has been a standout, up 30% over eight weeks despite a small pullback today, while energy stocks lagged on falling oil prices. All eyes now turn to key US inflation data and the RBA’s economic updates next 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 adviceSee omnystudio.com/listener for privacy information.

Wall Street rallied overnight, buoyed by renewed trade optimism and upbeat corporate earnings. Nvidia impressed investors with stronger-than-expected quarterly sales, though its outlook flagged a potential $8 billion impact from US export restrictions. Meanwhile, beauty retailer E.L.F. surged over 23% following news it will acquire Hailey Bieber’s skincare brand, Rhode. However, not all signals were positive. A rise in US jobless claims pointed to potential weakness in the labour market, and oil prices dipped on ongoing demand concerns. Adding to market jitters, a US appeals court temporarily reinstated Trump-era tariffs, reigniting trade tensions. Closer to home, Aussie shares are expected to ease, with retail spending data in focus. 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 adviceSee omnystudio.com/listener for privacy information.

The Aussie market has pushed modestly higher once again today. Laura unpacks the session which has followed the recent trend of cautious performances and discusses the likelihood of an imminent rate cut following yesterday’s inflation data. Laura reflects on the month analysing how each of the sectors have performed and gives the latest on Trump’s liberation day tariff’s which have been blocked by US courts. NVIDIA shares have skyrocketed, uranium stocks were among the losers today, and Laura looks to 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.See omnystudio.com/listener for privacy information.

US stocks eased overnight as investors awaited key earnings reports, with particular focus on Nvidia, whose results are crucial for market sentiment around AI. Meanwhile, long-term interest rates continued their upward march. In the retail sector, fortunes were mixed, with attention turning to Dick's Sporting Goods following a notable transaction involving Foot Locker. Adding to the geopolitical tension, President Trump has ordered chip software designers to halt sales to China, a move that could have ripple effects across the tech sector. Closer to home, the Aussie share market is expected to inch higher today, ahead of the release of key business investment 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.

The session started with gusto this morning but ran out of steam as the day progressed with the market dropping into negative territory. Laura and Stevie discuss the session which briefly hit a record high, and if inflation data was associated with the performance. They unpack the role that this data could play in upcoming interest rate decisions, the stocks that moved the most including ALS Limited and Web Travel and look to the day ahead with NVIDIA expected to move 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.

US shares climbed as investors welcomed signs of economic and trade progress. Despite a sharp drop in durable goods orders—pointing to ongoing business uncertainty—consumer confidence rebounded strongly this month. In corporate news, Tesla shares rose as Elon Musk reaffirmed his focus on the company, while Nvidia jumped ahead of its earnings results. US bond yields dipped amid easing supply concerns, following speculation that Japan may adjust its bond strategy. In commodities, oil prices edged lower on renewed US-Iran talks, while metals retreated amid ongoing tariff uncertainty. Closer to home, Aussie shares are set to open higher on Wednesday, ahead of key 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.

The Aussie market ticked higher today, inching closer to record highs thanks to a late-afternoon lift. Investors remain cautious amid tariff uncertainty, but optimism is building as U.S. futures rise in response to Trump delaying EU tariffs. All eyes now turn to tonight’s global market reopening and tomorrow’s key Aussie inflation data, which could shake up the market ahead of July’s RBA 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.

Global markets are buoyed by renewed trade optimism, with Washington softening its stance on tariffs and US futures surging in response. In Canada, the stock market hit a record high, while EU automakers rebounded after President Trump delayed tariffs on European imports. Meanwhile, Chinese President Xi Jinping is reportedly considering a revamped "Made in China" strategy. In commodities, oil prices held steady as markets await the next move from OPEC+, and London metals advanced following the US tariff reprieve. However, iron ore prices slipped amid ongoing concerns about China’s struggling property sector. Closer to home, the ASX is set to edge higher on Tuesday, lifted by hopes of a trade deal, while the Australian dollar inches toward the 65-cent mark. 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 remained at a standstill this afternoon as uncertainty continues amid further potential tariffs and a holiday shortened week for the US and the UK. Laura and Stevie discuss this cautious session, reflect on what was a mixed performance across the sectors, a discuss the standout stocks with Origin Energy and Elders gaining attention. They look to the days ahead as some markets remain closed and what to watch locally as the week continues. 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 slipped as investors grew cautious over renewed trade tensions, following fresh comments from Donald Trump, who insisted Apple must pay a 25% tariff on iPhones. Deckers' stock took a sharp hit, plunging on signs of a slowdown in sales of its popular Hoka brand. Meanwhile, renewable energy stocks and interest rate markets held steady after recent volatility, with the latter calming following jitters around the US spending bill. In commodities, oil prices rose on short covering ahead of the Memorial Day holiday, and gold jumped 2% on safe haven demand. Closer to home, the ASX is set to open lower on Monday ahead of Elders’ earnings release, while the Aussie dollar surged on broad weakness in the US dollar. 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 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. 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 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. 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 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.See omnystudio.com/listener for privacy information.

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. 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 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.See omnystudio.com/listener for privacy information.

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. 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 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.See omnystudio.com/listener for privacy information.

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. 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 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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

The Aussie share market notched its eighth straight day of gains—its longest winning streak in nine months. Locally, strong wages and jobs figures haven’t shifted expectations for a possible rate cut when the RBA meets next week—though some speculate rates could remain on hold. Key sectors like materials and tech led the charge, while financials wobbled despite CBA briefly hitting a record high. Investors will be watching next week’s RBA decision closely, along with China’s major economic data release 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.

Wall Street delivered a mixed performance as leading technology stocks lost some ground. However, broader markets gained amid falling US bond yields driven by shifting Federal Reserve expectations. Retail sales growth slowed, contributing to a dip in both bond yields and the US dollar. In company news, Cisco shares rose on a positive sales forecast, while Walmart warned of impending price hikes due to Trump-era tariffs. Meanwhile, in Europe, defense stocks gained following a deadlock in Russian-Ukraine negotiations. In commodities, oil prices dropped 2% amid renewed expectations of a US-Iran nuclear deal, while gold prices climbed 1% on weak US economic data. Closer to home, Aussie shares are poised to extend their winning streak to an eighth consecutive session to close out the 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 share market managed to carve out another small gain, extending its winning streak to seven sessions, though overall moves remain cautious as investors eye record highs. Stronger-than-expected jobs data surprised economists, with 89,000 new roles added in April—most of them full-time positions for women—fuelling speculation about the Reserve Bank’s next move. Investors now turn to a busy night in the US for key data on business inflation, retail sales, and commentary from Fed Chair Jerome Powell. 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 S&P 500 has shown signs of exhaustion following a substantial rebound, while rising bond yields weigh on market sentiment and strengthen the US dollar. Technology stocks have gained at the expense of the broader market, with Middle East deals propelling SuperMicro higher. Boeing has secured a record deal with Qatar and is expected to create significant jobs, while healthcare stocks continue to underperform. Meanwhile, commodities are slumping as the US dollar surges. Closer to home, Aussie shares are set to open lower on Thursday, snapping a six-day winning streak ahead of 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.

The market has held strong on the recent winning streak – even if only just. Laura and Stevie discuss these 6 days of gains that have seen the market at the best levels in around eleven weeks. They start by looking at international markets as the recent volatility continues to keep markets tense ahead of a possible rate cut decision and upcoming jobs data, unpack the sectors with energy stocks remaining standouts, and they look at the stocks that saw the biggest moves including Aristocrat Leisure and Life360. 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.

Technology stocks are driving Wall Street higher, recovering previous losses, while US bond yields hold steady following a slower-than-expected rise in inflation. Meanwhile, the US and Saudi Arabia have announced a $1 trillion trade pledge, with Nvidia and AMD set to supply chips for AI data centres in the kingdom. In commodities, oil prices are climbing amid tariff cuts, and copper has hit a six-week high following a US-China trade truce. Closer to home, Australian shares are poised to extend gains for a sixth consecutive session on Wednesday, with investors eyeing upcoming wage data. Aristocrat Leisure and CBA shares will also be in focus ahead of key trading updates. 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 share market climbed for a fifth straight session, lifted by optimism over a temporary US-China trade deal that saw both countries reduce tariffs for 90 days. Global markets surged in response, with US stocks rising sharply and Australian stocks following suit—though gains faded slightly by close. Breville and Life360 soared on positive trade implications and strong earnings, respectively. Meanwhile, consumer confidence rebounded modestly, and all eyes now turn to upcoming US inflation data and Australia’s jobs report, with a local rate cut potentially on the horizon. 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 equity markets surged as investors cheered the US-China trade deal, with the Dow Jones jumping over 1,100 points and the S&P 500 closing at its highest level since March 3rd. Technology stocks, particularly those with significant exposure to China, saw strong gains. Apple is poised to implement iPhone price hikes, while NRG Energy is betting on the future of gas with a $12 billion LS deal. Meanwhile, Treasury yields rose as the US-China trade agreement pushed investors away from safe havens, causing oil prices to climb to a two-week high amid tariff reductions. Gold, however, slumped nearly 3% as its appeal dimmed. Closer to home, Aussie shares are expected to open higher on Tuesday after hitting two-month highs. The Aussie dollar continues to slide against the US dollar, while investors keep a close eye on Life 360’s earnings update and upcoming sentiment surveys 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 seen further gains today as trade talks once again demand attention. Laura and Stevie reflect on this session which lost some steam as the afternoon went on but ultimately stayed in the green. With an update on trade discussions expected in the day ahead some volatility could be on the cards, they address the increase in oil prices along with the flow through to our energy sector and unpack the mixed bag across the other sectors with healthcare seeing declines. 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 stocks eased ahead of the upcoming US-China trade talks, with energy stocks leading gains in the S&P 500 after a rebound in oil prices. Pharmaceutical stocks remained under pressure amid ongoing regulatory concerns, while Tesla shares staged a notable recovery despite prior underperformance. Meanwhile, weaker-than-expected Chinese inflation data created headwinds for AXS miners, adding further uncertainty to the market. Locally, SPI futures suggest a modest gain for the ASX200, while the Aussie dollar holds steady as investors await more details on trade negotiations. 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 ended the week flat despite a slight lift on Friday. Investors remained cautious as global trade tensions dominated headlines, with a new US-UK trade deal sparking optimism and US-China tariff talks looming over the weekend. The market’s biggest movers included tech stocks, financials, and energy shares, while materials lagged due to falling gold prices. Looking ahead, key data releases from China and Australia—including inflation, jobs, and wages—alongside major events like the RBA interest rate decision and US economic reports, are set to drive market sentiment in 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.

Northern Hemisphere investors are upbeat as the US-UK trade deal is hailed as a significant milestone, boosting the US dollar but sending US bonds lower as Trump pushes for riskier investments. Airline stocks climb as British Airways' parent plans to acquire 30 Boeing jets, while Tapestry gains on an improved outlook. Meanwhile, Krispy Kreme plunges 25% to a record low after cutting dividends. In Europe, stocks remain mixed following Trump's tariff deal with the UK. In commodities, oil rises 3% on US-China trade optimism, but gold and iron ore slip. Closer to home, Aussie shares are poised for a modest lift on Friday ahead of Macquarie Group’s earnings release. 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.