Podcasts about asx200

The ASX200 rose by a third of a percent, its first gain of the week, supported by banks after yesterday’s job cut announcements at ANZ and NAB. Lithium miners slumped sharply on news China’s CATL may restart production, while Iluka also tumbled on plans to halt WA operations. Nine of 11 sectors advanced, though energy stocks eased. Investors now look ahead to key US inflation data due over the next two days. 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 three major averages on Wall St rose to record territory on Tuesday as investors looked past current concerns over the US economic stability and bought into market opportunities. The Dow Jones rose added 0.43%, the S&P500 climbed 0.27% and the tech-heavy Nasdaq ended the day up 0.37%. Revisions to payrolls data of late has been the key catalyst spooking investors with the latest revision by the labour department coming in at a reduction of 911,000 for the 12-months to March this year signalling weakness in the US labour stability. In Europe overnight, markets closed mostly higher with the STOXX600 rising 0.09%, while Germany's DAX fell 0.37%, the French CAC added 0.23% and, in the UK, the FTSE100 ended the day up 0.23%.Across the Asia region on Tuesday, markets closed mixed with Japan's Nikkei falling 0.42% while South Korea's Kospi index gained 1.26%, Hong Kong's Hang Seng rose 1.19% and China's CSI index fell 0.7%.The local market sell-off to start September has extended into the new trading week with the key index ending Tuesday's session down 0.52% as investor sentiment has been hit lately by further tariff, US economic and rate outlook uncertainty.Westpac consumer confidence data for September and NAB business confidence data for August were also both released yesterday with declines in both readings more than economists were expecting amid uncertainty on an economic level.Energy stocks continued their slide this week following OPEC+'s weekend decision to increase production of oil starting in October.Telix Pharmaceuticals (ASX:TLX) gained over 2% after reaching a deal with the US Food and Drug Administration to file a revised application for its brain cancer imaging agent, incorporating further clinical data. What to watch today:On the commodities front this morning oil is trading 0.71% higher at US$62.71/barrel, gold is up 0.12% at US$3640/ounce and iron ore is up 0.42% at US$104.93/tonne.The Aussie dollar has weakened against the greenback to buy 65.84 US cents, 97.06 Japanese Yen, 48.62 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.05%. Trading Ideas:Bell Potter has increased the 12-month price target on Lynas Rare Earths (ASX:LYC) from $7.65 to $9.35 and maintain a sell rating on the leading rare earths producer following the company highlighting its ‘Towards 2030 strategy'. The analyst sees LYC is priced for perfection, with little room for error, highlighting FY25 had higher depreciation which drove a miss on results, however, does recognise that the current themes pushing LYC higher are likely to persist as tailwinds over the short term.And Trading Central has identified a bearish signal on Breville Group (ASX:BRG) following the formation of a pattern over a period of 33-days which is roughly the same amount of time the share price may fall from the close of $30.89 to the range of $25 - $26.25 according to standard principles of technical analysis.

The ASX200 slipped a quarter of a percent as energy stocks weighed, following weaker oil prices and an OPEC+ decision to lift output. Tech, healthcare and property trusts provided rare gains, while winners included DroneShield, Life360 and uranium miners. Attention now shifts to US inflation data released midweek and a likely Federal Reserve rate cut 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 advice.See omnystudio.com/listener for privacy information.

Droneshield is one of the most popular stocks amongst Millennials, and is set to join the ASX200. But does it live up to the hype? MARKET WRAP: ASX200: down 0.24% to 8,849 GOLD: $3,613/oz BITCOIN: $170,024 CURRENCY UPDATE: AUD/USD: 65.0 US cents AUD/GBP: 48.7 British pence AUD/EUR: 56 Euro cents AUD/JPY: 97 Yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

In the US, Wall Street advanced overnight, with all 3 of the key indexes in the green. The Dow Jones ended the day 0.25% higher, the S&P500 gained 0.21%, while the tech heavy nasdaq was the biggest winner, advancing 0.45% - mainly driven by a solid start to the week from giants Nvidia and Microsoft.Europe also saw gains overnight – the stoxx600 closed 0.52% higher, the FTSE gained 0.14%, the French CAC saw a 0.78% increase, while the German Dax took the biggest step, ending the day up 0.89%.Locally yesterday, the September sell-down continued as the ASX200 fell another 0.24% to open the new trading week. With 8 of the 11 key sectors in the red, information technology was one of the few areas gaining any traction, driven by a 6% rally for Life360 (ASX:360), and a 1.9% jump for Wisetech Global (ASX:WTC).What to watch today:Looking ahead to today, despite the rally overseas the ASX is set to fall further, with SPI futures indicating a 0.35% decline at the open.In commodities, Gold remains the biggest story as it hit a fresh all time high on Monday crossing the $3600 US dollars per ounce threshold for the first time. It is currently trading up 1.15%, at 3634 us dollars and 10 cents per ounce. Demand for gold continues to grow primarily from the economic data coming out of the US – as data showed that unemployment has reached its highest level since 2021, while fewer jobs than expected were added in August.Crude oil is also trading higher, up 0.9% to 62 us dollars and 43 cents per barrel, while iron ore is trading 0.42% higher at 104 us dollars and 93 cents per tonne.Trading Ideas:Bell Potter has placed a speculative buy rating on biotechnology company PYC Therapeutics (ASX:PYC), with a target price of $2.30 per share. At the current share price of $1.25 per share, this implies a 12 month return of nearly 85%.Bell Potter has maintained their hold rating on Solvar Limited (ASX:SVR), with the 12 month price target of $1.70 implying just a 3% growth on the current share price of $1.65 per share.

Wall Street closed lower on Friday as investor fears of a slowing economy rose after key U.S. non-farm payrolls data came in much weaker than expected. The Dow lost 0.5%, the Nasdaq declined 0.03% and the S&P 500 ended the day down 0.32%.For the month of August nonfarm payrolls increased by only 22,000 jobs, significantly lower than the 75,000 jobs economists were expecting to be added. U.S. unemployment rate also rose to 4.3% for the month, up from 4.2% signalling a weakening labour market.While a rate cut out of the Fed is almost certain now, investors are more concerned over the long-term impact of a slowing economy, and fears of a recession continue to rise.In Europe on Friday markets closed lower as investors in the region also assessed the weakening economic condition of the U.S. following a weaker than expected jobs reading out on Friday. The STOXX 600 fell 0.2%, Germany's DAX lost 0.73%, the French CAC declined 0.31%, and in the UK, the FTSE100 ended the day down 0.09%.Across the Asia region on Friday markets closed mostly higher after President Trump formalised lower tariffs on Japanese auto tariffs with a baseline tariff of 15% across all Japanese imports. Japan's Nikkei rose 1.03%, Hong Kong's Hang Seng gained 0.71% and South Korea's Kospi index added 0.13%.Locally on Friday the ASX200 posted a 0.51% rise on Friday as real estate and discretionary stocks rose 1.37% and 1.33% respectively.Gold stocks gained further ground on Friday amid the record price of the precious commodity as investors once again flocked to safe-haven assets in the wake of further global uncertainty.Qantas (ASX:QAN) shares rose 1.5% on Friday on news that chief executive Vanessa Hudson's bonus would be docked over the airline's recent cybersecurity breach, while Orica shares added over 1% after the company signalled positive momentum is driving higher underlying earnings across its business for H2 ending September 30. What to watch today:On the commodities front this morning oil is trading 2.38% lower at US$61.97/barrel, gold is up 1.3% at US$3592.50/ounce, and iron ore is down 0.04% at US$104.49/tonne.The Aussie dollar has strengthened against the greenback to buy 65.57 U.S. cents, 97.10 Japanese yen, 48.53 British pence, and 1 New Zealand dollar and 11 cents.Ahead of the first session of the new trading week the SPI futures are anticipating the market will open the day down 0.2%.Trading ideas:Bell Potter has increased the rating on Technology One (ASX:TNE) from a sell to a hold and have maintained the 12-month price target on the company at $35.75/share, amid changes in forecasting for the company with Bell Potter's analyst and the market anticipating a beat in November. At a stock specific level, we do not see much risk of any disappointment or negative catalyst and, as mentioned, we already expect the company to exceed its guidance when it reports in November.And Bell Potter has also reduced the rating on Curvebeam AI (ASX:CVB) from a spec buy to a hold and have a 15cps price target on the company following the release of the company's FY25 results including revenues and gross profit of $12.1m and $6.7m respectively. The reason for the downgrade to a hold comes from lack of guidance, Hi rise device sales continuing to be constrained by the Mako validation matter and the hybrid of capitalised earnings.

The ASX200 tumbled 1.9% on Wednesday, marking its worst day in five months and extending a four-day losing streak. Faster-than-expected local economic growth dampened prospects of a September rate cut, while global tariff uncertainty, France’s political turmoil, and rising bond yields weighed heavily. All sectors closed in the red, with banks hit hardest, though GrainCorp, Tabcorp and PECSA found support from broker upgrades. 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.

In the US, Wall Street closed mixed overnight. The Dow Jones ended the day marginally down with a 0.05% decline, while the S&P500 gained 0.51% and the tech heavy NASDAQ advanced 1.02%, driven by strong gains from Alphabet and Apple.Europe also saw a rebound overnight: the Stoxx600 closed up 0.66%, the FTSE gained 0.67%, the German DAX advanced 0.46% and the French CAC was the biggest winner, ending the day up 0.86%Locally yesterday the ASX200 saw its worst day since April's Liberation day, closing down a sharp 1.82%, with all 11 key sectors in the red. The sell off was primarily driven by rising bond yields in the global bond market – as investors are less willing to pay high prices for stocks with higher risk potential when bonds are paying higher interest rates.What to watch today: The SPI futures suggest the ASX200 will rally after a few consecutive days of losses and open up 0.41% - tracking overseas gains overnightIn commodities:Crude oil has dropped 2.77% to 63.77 US dollars per barrel, ahead of weekend meeting of OPEC producers that is expected to increase production targets in OctoberGold has continued its record run, rising another 0.7% to a fresh high of 3559.47 US dollars per ounce. This renewed gold rally comes as investors seek a safe haven amid continuing expectations of a fed rate cut this month, further concerns over US debt levels, and renewed uncertainty around the US tariff implications and outlook.Meanwhile, iron ore has risen 0.69% to 103.24 US dollars per tonne.Also today BHP (ASX:BHP) will go ex-dividend, so investors may notice a drop in the share price of around the dividend value for this reason.Trading ideas:Bell Potter has maintained its Buy rating on COG Ltd (ASX:COG) and raised the target price to $2.25 per share off the back of the company's announcement of the 100% acquisition of EasiFleet Pty Ltd, effective September 1.And Trading Central have identified a bearish signal on Pro Medicus (ASX:PME), indicating that the stock price may fall from the close of $290.81 to the range of $235-$245 per share over a period of 52 days according to the standard principles of technical analysis.

The Aussie market was under some pressure today following a subdued performance possibly led by the US market being closed for a public holiday. This puts the ASX200 at the lowest levels in 2 weeks, Steve discusses the recent streak that could have played a part in this hesitancy, and how the swings of profit reporting season likely also had a part to play. He unpacks the sea of red today with Reece and Platinum Asset Management gaining attention among the losers, but PolyNovo managed a win, with NRW Holdings being another standout. 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 St closed lower on Tuesday to kick off the September trading month in the red as investors took profits from the summer bull rally and hold concerns over tariff uncertainty after a federal appeals court on Friday ruled that most of Trump's global tariffs are illegal. The Nasdaq lost 0.82%, the S&P500 dropped 0.7% and the Dow Jones ended the day down 0.55%.In Europe overnight, markets tumbled amid a rise in bond yields and the prospect of further tariff uncertainty out of the US. The STOXX 600 fell 1.5%, Germany's DAX fell 2.2%, the French CAC lost 0.7% and, in the UK, the FTSE100 ended the day down 0.9%.Across the Asia region on Tuesday, market sentiment was hit by tariff uncertainty leading to a mixed session in the region. Japan's Nikkei rose 0.3%, India's Nifty 50 gained 0.3%, South Korea's Kospi Index rose 0.94%, and Hong Kong's Hang Seng ended the day down 0.5%.The local market started the new trading month lower with a 0.3% decline on Tuesday as investors digested the August reporting season showing a weaker outcome than expected for FY25 and repositioned portfolios for the tailwinds expected in FY26. Australia's August reporting season delivered weaker-than-expected results, with only 20-30 % of companies beating earnings expectations compared with more than 80% in the US. Median earnings downgrades of 3.6% outpaced upgrades of 2% locally.With some heavyweight market stocks trading ex-dividend yesterday and Wall St closed on Monday, investor moves were buoyed yesterday by strength among the banks and a rally among key commodity prices yesterday however this wasn't enough to boost the ASX to a green finish.Gold rose 1.4% to $3,496.24 per ounce, and silver surpassed $40 for the first time since 2011, driven by expectations the US Federal Reserve will cut interest rates in September, according to ANZ.Collin's Food (ASX:CKF) soared over 7% yesterday after posting a 6.7% rise in total sales for the first 18-weeks of FY26 and the KFC Australia operator also reaffirmed guidance for FY26 targeting underlying NPAT of low-mid teens.What to watch today:On the commodities front this morning, oil is trading 1.33% higher at US$65.49/barrel, gold is up 1.5% at US$3528/ounce and iron ore is up 0.71% at US$102.53/tonne.The Aussie dollar has weakened against the greenback to buy 65.13 US cents, 96.70 Japanese Yen, 46.82 British Pence, and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down a sharp 0.42% tracking global market uncertainty overnight.Trading ideas:Bell Potter has maintained a buy rating on Harvey Norman (ASX:HVN) and have increased the 12-month price target on the homewares retailer from $6.00 to $8.30 following the release of FY25 results beating expectations and a strong start to FY26 especially from within the Australian business.And Trading Central has identified a bearish signal on Supply Network (ASX:SNL) following the formation of a pattern over a period of 268-days which is roughly the same amount of time the share price may fall from the close of $36.02 to the range of $27.50 to $29.00 according to standard principles of technical analysis.

The Aussie market kicked off September on the back foot, with the ASX200 slipping to a two-week low as tech stocks dragged and major banks fell. Gold miners bucked the trend, surging on a stronger gold price, while Fortescue dropped after trading ex-dividend. Harvey Norman jumped on a profit beat and IDP Education extended its rebound, but Mesoblast and Mineral Resources weakened. With a wave of companies set to trade ex-dividend this week, plus key local economic data and US jobs numbers ahead, markets face a busy start to the new month. 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.

In the US, Wall Street was closed on Monday due to the Labour Day public holiday.In Europe, markets closed generally higher, spurred by a boost in the defence sector. The Stoxx 600 closed up 0.17%, the FTSE gained 0.1%, the French CAC advanced 0.05% and the German DAX was the biggest gainer at 0.57%.Locally yesterday, the ASX200 closed 0.51% lower with the majority of the key sectors in the red. Information Technology saw the biggest drop, closing down 2.65%, while on the other end consumer staples saw the biggest gain, closing up 0.35%. What to watch today:Ahead of today's trading session, the SPI futures are suggesting the ASX will open the day down 0.09%.In commodities, Crude oil is up 0.97% to 64.63 US dollars per barrel. Gold is up 0.78% to 3476.08 US dollars per ounce, around $23 shy of its all time high.While iron ore is trading lower, down 1.8% to 101.65 US dollars per tonne.Australia's current account and export figures for Q2 are out at 11:30am AESTWe'll see earnings reporting from Bellevue Gold (ASX:BGL), while Northern Star Resources (ASX:NST) and Santos (ASX:STO) are set to go ex-dividend, which can often cause a drop in the share price of the dividend amount. Trading Ideas:Bell Potter has maintained its buy rating on Iron Ore miner Fenix Resources (ASX:FEX) and increased the 12 month target price to $0.65, off the back of its new binding agreement with Sinosteel Midwest Corporation granting it the exclusive right to mine and export 290 megatonnes of iron ore over 30 years at SMC's Weld Range Iron Ore project.Trading Central have identified a bearish signal in Breville Group (ASX:BRG), indicating that the stock price may fall from the close of $32.88 to the range of $28.10 - 29.00 over a period of 28 days according to the standard principles of technical analysis. 

Wall Street closed lower on Friday but higher for August marking the 4th month of gains for the NYSE. On Friday, the S&P500 fell 0.64%, the Nasdaq lost 1.15%, and the Dow Jones ended the day down 0.2% as investors took money out of the market amid risks of inflationary pressures remaining persistent into the new month following the U.S. core PCE increasing 2.9% for July which was in-line with expectations but still showed acceleration of an inflation driver.In Europe on Friday stocks moved lower as investors await key inflation data out in the region. The STOXX 600 fell 0.6%, Germany's DAX also dropped 0.6%, the French CAC declined 0.8% and, in the UK, the FTSE100 ended the day down 0.3%.Across the Asia region on Friday markets closed mixed as investors assessed key economic data out of Japan including Japan's CPI rising at a slower pace in August. Japan's Nikkei fell 0.26% on Friday while Hong Kong's Hang Seng rose 0.45%, China's CSI index added 0.74%, and South Korea's Kospi index declined 0.32%.Locally on Friday the ASX200 closed 0.08% lower as a sell-off in REIT and financial stocks offset a more than 3% rise in tech stocks. For the month of August though, the local market posted a 2.6% rise as investors responded to strong outlook for FY26.Homewares retailer Harvey Norman (ASX:HVN) jumped over 10% on Friday after reporting profits rose 39% in FY25 which well exceeded market expectations while Austal (ASX:ASB) also soared over 14% amid a record order pipeline and shipbuilding agreement with the federal government.What to watch today:On the commodities front this morning oil is trading 0.91% lower at US$64.01/barrel, gold is up 0.91% at US$3448.50/ounce and iron ore is up 0.1% at US$101.81/tonne.The Aussie dollar has strengthened against the greenback to buy 65.48 US cents, 96.30 Japanese yen, 48.46 British pence and 1 New Zealand dollar and 11 cents.Ahead of the first trading session of the new month the SPI futures are anticipating the ASX will open the day down 0.3%.Trading Ideas:Bell Potter has increased the 12-month price target on Lovisa from $31 to $42 (ASX:LOV) and maintain a hold rating on the fashion jewellery retailer following the release of the company's FY25 results. Despite missing on NPAT, the new financial year has started very strong for Lovisa with global comparable sales up 5.6%.And Trading Central has identified a bullish signal on Ooh Media (ASX:OML) following the formation of a pattern over a period of 6-days which is roughly the same amount of time the share price may rise from the close of $1.68 to the range of $1.84 to $1.88 according to standard principles of technical analysis.

August reporting season wraps up as ASX200 hits new record high, Auspost suspends most US deliveries over Trump tariffs. Plus, strong demand boosts Qantas revenue.See omnystudio.com/listener for privacy information.

It has been a quiet end to the week and month for the Aussie market fresh off a barrage of record highs throughout August. Steve breaks down the mostly flat session that marks the end of the Aussie reporting season, and reflects on the month with tariffs, earnings results, and trade discussions all impacting market moves. Locally the sectors saw mixed performance with tech and energy seeing gains, and healthcare and banking seeing some declines. Steve looks at the winners and losers with Austal and Harvey Norman gaining attention, and he looks to the week ahead with a flood of economic data 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.

As August reporting season draws to a close, we saw plenty of big results move the markets this week. Supermarket giant Woolworths (ASX:WOW) tumbled over 10% on weak profit and margin pressure, facing pressure from its major competitor Coles. In contrast, Sigma Healthcare (ASX:SIG) impressed with its first post-merger results, Eagers Automotive (ASX:APE) delivered record revenue, and Qantas (ASX:QAN) soared on robust travel demand. Looking ahead to FY26, cost control, consumer shifts, and sector tailwinds are expected to drive momentum, with opportunities emerging across growth-focused mid-caps.In this week's wrap, Sophia covers: (0:15): an overview of the results over this reporting season(0:40): why Woolworth's shares are tumbling  (1:40): a dive into Sigma Healthcare, Eagers Automative and Qantas' results(4:50): key themes heading into FY26(5:34): how the local market performed over the last trading week(7:00): the most traded stocks and ETFs this week(7:29): economic news items to look out for next week.

The ASX200 edged higher on Wednesday despite hotter-than-expected inflation numbers dampening near-term rate cut hopes, while Woolworths sank 14% on weak earnings. Domino’s plunged 22% after swinging to a loss, and WiseTech dropped 11% on a profit miss. In contrast, Tabcorp surged 24% on a return to profit, SiteMinder jumped 21%, and Lovisa rose 13%. Gold miners also climbed as safe-haven demand lifted 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.

Overnight, the S&P500 advanced at the same magnitude as it slipped the day before. Industrials led among large cap segments, gaining momentum while at the other end of the leaderboard, staples declined the most. All US equity benchmarks closed in the green, with the Dow Jones also gaining more than 140 points or 0.3% and the tech-heavy Nasdaq up 0.2%. US investors weighed the latest quarterly earnings results from Nvidia. In extended trading, Nvidia's share price fell almost 3%, despite its results beating expectations, which has seen the S&P futures move lower as the company makes up approximately 8% of the S&P500. And as we near the end of the month, the S&P 500 and the Nasdaq are each up more than 2%, while Dow is up more than 3% this month. European markets closed mixed overnight. The German DAX down 0.44% and the FTSE100 down 0.11%. While France's CAC was up 0.44% and the STOXX600 closed just 0.1% higher. Locally yesterday, the ASX200 advanced 0.28% with materials and healthcare stocks in the lead, while consumer staples and technology declined the most.  What to watch today: Following the rally on Wall Street overnight, the SPI futures are suggesting that our local market will open only slightly higher this morning, with a 0.03% gain. And while we're nearing the end of reporting season, a long list of companies are due to release their earnings results today. The most watched will likely be Qantas today (ASX:QAN) with the major airline set the release its results this morning and gold a press conference at 9am. Wesfarmers (ASX:WES) will also be reporting today, the conglomerate that owns Bunnings, Officeworks, Kmart and others. And other share prices to watch will be Eagers Automotive (ASX:APE), Lynas Rare Earths (ASX:LYC), Mineral Resources (ASX:MIN), Nickel Industries (ASX:NIC), and Paladin Energy (ASX:PDN) just to name a few. And companies going ex-dividend today include Beach Energy (ASX:BPT), Deterra Royalties (ASX:DRR), REA Group (ASX:REA) and Woodside Energy (ASX:WDS). Remember this often sees share prices fall as investors take their profits. In commodities, Crude oil has gained 0.78% to US$63.74 per barrel recovering from a more than 2% drop, after US government data pointed to stronger-than-expected inventory declines. Crude stockpiles fell by 2.39 million barrels to 418.3 million, more than markets had anticipated. So watch energy producers today. The price of gold is higher just 0.08% to US$3,396.35 an ounce, hovering at a two-week high amid concerns over the Fed's independence as President Trump signalled a legal fight after seeking to remove Governor Lisa Cook over alleged misconduct.And iron ore is in the green higher at US$101.59, so watch iron ore miners today. Trading ideas:Following the release of Woolworth's (ASX:WOW) results yesterday, Bell Potter maintain their Hold rating on the supermarket giant but have lowered their price target to $29.80, as the company reported NPAT outlook changes, down 2% in FY26 and down 8% in FY27. At the current share price of $28.51, this implies 4.5% share price growth in a year. And Bell Potter maintains their buy rating on WiseTech Global (ASX:WTC), although FY25 revenue came in below Bell Potter's expectations and missed their guidance range. They have lowered their price target by 6% to $127.50. At WTC's current share price of $102.02, this implies 25% share price growth in a year. 

Wall Street closed higher on Tuesday as investors assessed Trump's latest moves and await key earnings results out of Nvidia. The S&P500 rose 0.41%, the Dow Jones gained 0.3% and the Nasdaq ended the day up 0.44%.In Europe overnight, markets closed lower as global investors assessed Trump's latest moves in attempt to intervene with the running of the US Federal Reserve. The STOXX 600 lost 0.83%, Germany's DAX fell 0.4%, the French CAC declined over 2% and, in the UK, the FTSE 100 ended the day down 0.7%.Across the Asia region on Tuesday, markets mostly fell as investors in the region also weighed Trump's latest moves both on the Fed and tariff fronts. Trump reportedly warned of ‘200% tariffs or something' on China if it does not export rare-earth magnets to the U.S. China's CSI index fell 0.4%, Hong Kong's Hang Seng dropped 1.18%, Japan's Nikkei declined 0.97% and South Korea's Kospi index ended the day down 0.95%.The Australian share market dropped 0.41% on Tuesday, following global weakness after Donald Trump threatened higher tariffs over digital services taxes and called for the removal of Fed governor Lisa Cook.We are at the tail end of reporting season now with a few key themes emerging as we head into FY26 including cost management being the key to margin maintenance, the foundations are set for a stronger FY26 through headwinds easing and dividends signalling stability heading into the new financial year.Yesterday, Coles Group (ASX:COL) reported a solid FY25 that beat expectations with strong outlook for FY26 which sent the share price of Australia's major supermarket giant up over 8.5%.Web Travel (ASX:WEB) tumbled over 7.5% on Tuesday after providing a trading update that signalled softer-than-expected results in the first half despite strong FX tailwinds experienced in the half.And mining giant Fortescue (ASX:FMG) tumbled over 2% after FY25 results reflected the weaker iron ore market during the last financial year including NPAT falling over 40% and the company slashed its dividend to the lowest level in 7-years.What to watch today: Gold is up 0.54% at US$3385/ounce and iron ore is down 0.07% at US$101.53/tonne.On the commodities front this morning, oil is trading 2.32% lower at US$63.30/barrel, gold is up 0.54% at US$3385/ounce and iron ore is down 0.07% at US$101.53/tonne.The Aussie dollar has strengthened against the greenback to buy 64.96 US cents, 95.72 Japanese Yen, 48.45 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.53%.Trading ideas:Bell Potter has increased the 12-month price target on Propel Funeral Partners (ASX:PFP) from $5.50 to $5.90 and maintain a buy rating on the full-service funeral provider following the release of the company's FY25 results including revenue growth of 7.9% and average revenue per funeral rising 1.3%. The company has also had a very strong start to the new financial year which has driven the price target increase.And Trading Central has identified a bullish signal on Collins Food Group (ASX:CKF) following the formation of a pattern over a period of 46-days which is roughly the same amount of time the share price may rise from the close of $9.76 to the range of $12.10 to $12.60 according to standard principles of technical analysis.

The ASX200 edged higher on Monday, briefly hitting its ninth record in 11 sessions before slipping back below 9,000. Resource stocks rose on stronger gold, oil and iron ore prices, while banks weighed. Southern Cross Media and Aussie Broadband jumped around 20% on upbeat results, while Ansell, Pilbara Minerals, PolyNovo and Zip also gained. In contrast, Reece had one of its worst days in decades, with EVT and Endeavour also sliding. Investors now turn to a packed week of earnings from Coles, Fortescue and more, alongside growing expectations of a September US 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.

Major averages closed in the red on Wall Street overnight to start their trading week. The Dow Jones declined 0.77%, the S&P500 fell 0.43% and the Nasdaq down 0.22%. US investors awaiting Nvidia's earnings and the Federal Reserve's preferred inflation gauge in the coming days.European markets were mostly lower. The German DAX down 0.37%, France's CAC declined further down 1.56%, after the country's Prime Minister Francois Bayrou announced he will be seeking a confidence vote in parliament next month over the government's budget plans. The FTSE100 however closed in the green up just 0.13%, while the STOXX600 was lower, down 0.44%.Locally yesterday, the ASX200 edged slightly higher at the close, ending the session with a 0.06% gain, as materials and energy stocks lead the market higher.What to watch today:Following US equities overnight, the Australian market is set to open lower, with the SPI futures suggesting at 0.21% drop at the open this morning.In economic news, the latest RBA meeting minutes will be released today, providing further insight into when the RBA slashed its cash rate by 25bps to 3.6% at its August meeting, matching market expectations and bringing borrowing costs to their lowest since April 2023.And as we near the end of reporting season, we still have a number of companies reporting their earnings results. Keep watch of the share price movements of Coles (ASX:COL), Fortescue (ASX:FMG), G8 Education (ASX:G8E) and Helloworld Travel (ASX:HLO), just to name a few.In commodities:Crude oil has advanced again, up 1.7% to US$64.74 per barrel the highest in nearly three weeks, extending a four-day rally as traders weighed geopolitical risks and monetary policy signals.Gold is 0.2% lower at US$3,365.02 an ounce following a more than 1% gain in the previous session, as the US dollar attempted to recover after a dovish shift by Fed Chair Jerome Powell.And iron ore is in the green at US$101.60 per tonne, rebounding from last week's losses.Trading Ideas:Bell Potter maintains a Buy rating on Accent Group (ASX:AX1) and have lowered their price target to $1.80. At the current share price of $1.49, this implies 20.8% share price growth in a year.And Trading Central have identified a bearish signal in Westpac (ASX:WBC) indicating that the stock price may fall from the close of $38.29.

Wall Street closed higher on Friday after Fed chair Jerome Powell signalled the U.S. central bank could be easing monetary policy as soon as next month, during his speech at the Jackson hole symposium for 2025. The Dow Jones rose to a record high at the closing bell on Friday with a gain of 1.9% while the Nasdaq and S&P500 gained 1.88% and 1.52% respectively on Friday. During Powell's speech he said “the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance” which investors welcomed on Friday. In Europe on Friday, markets closed higher as investors digested the U.S. EU trade deal and hold higher hopes of a rate cut out of the U.S. in September. The STOXX 600 rose 0.5%, Germany's DAX gained 0.3%, the French CAC climbed 0.4% and, in the UK, the FTSE100 ended the day at another record high, up 0.13%.Across the Asia region on Friday markets closed mostly higher led by China's CSI index rallying over 2%, while Hong Kong's Hang Seng gained 0.32%, Japan's Nikkei closed flat as inflation in the region cooled to 3.1% in July, and South Korea's KOSPI index ended the day up 0.86%.Locally to end last week the ASX200 posted a 0.57% loss as healthcare and staples stocks weighed on the key index.On the reporting season calendar on Friday, it was a mixed session as investors reacted sharply to key results. Zip Co (ASX:Z1P) soared almost 20% after posting FY25 results whereby cash EBITDA soared 147% to $170.3m, operating margin rose to 15.8%, TTV increased 30.3% to $13.1bn and total income climbed 23.5% on FY24 to $1.081bn. Net bad debts also fell from 1.7% of TTV in FY24 to 1.5% of TTV in FY25 and active customers rose 4.6% to 6.3 million. Zip also excited the market announcing it is considering dual listing on the Nasdaq to support the company's significant US growth.Accent Group (ASX:AX1) on the other hand dived over 15% on Friday after the footwear and clothing retail parent company reported sales growth of just 1.5% in FY25 to $1.5bn and net profit tumbled amid widespread promotional activity required to reduce inventory levels.And Mexican fast food outlet Guzman y Gomez (ASX:GYG) tanked over 23% to a record low after FY25 results came in well below market expectations and investors grew increasingly concerned about the company's FY26 outlook. What to watch today:On the commodities front this morning oil is trading 0.4% higher at US$63.77/barrel, gold is up 0.95% at US$3371/ounce and iron ore is down 0.15% at US$101.42/tonne.The Aussie dollar has strengthened against the greenback to buy 64.95 U.S. cents, 95.38 Japanese yen, 48 British pence and 1 New Zealand dollar and 11 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up a sharp 0.94% Trading Ideas:Bell Potter has downgraded the rating on Monash IVF (ASX:MVF) from a buy to a hold and have reduced the 12-month price target on the company from $1.15 to 77cps following the release of the company's latest update including 2H25 revenue declining over 6% HoH and ARS down over 12%. Market stimulated cycles fell 0.7bp to 21% due to a reduction of cycles by over 5% which is significantly more than the only slight decline in industry growth.And Trading Central has identified a bearish signal on PWR Holdings (ASX:PWH) following the formation of a pattern over a period of 44-days which is roughly the same amount of time the share price may fall from the close of $$7.75 to the range of $5.80 to $6.30 according to standard principles of technical analysis.

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that while much of the northern hemisphere is enjoying the last of their summer holidays, Chinese investors have returned in a bullish mood, and in contrast to the now-jaded US equity markets.But first in the US, consumer credit bureau VantageScore is reporting that consumers with the best credit scores (superprime) are showing meaningful signs of credit stress. Among this group late payments have more than doubled in a year. For the group below that ('prime') this metric of delinquency rose almost +50%. (VantageScore is a partnership of Equifax, Experian and TransUnion, and competes with the dominant FICO.)Meanwhile, the widely followed Chicago Fed National Activity Index retreated. This tracking suggested overall American economic growth decreased in July.The Dalla Fed said that in its region factory activity is still expanding but at a slower pace. Although new orders rose (and for the first time in 2025), production activity eased back noticeably. Price and wage pressures rose faster.New house sales in the US stayed at an essentially unchanged pace in July, although marginally softer than in June. Prices dipped, likely because they have a continuing glut of new homes for sale, exceeding nine months' worth at the current sales rate.The latest estimate from the Atlanta Fed's GDPNow live tracking is due tomorrow and is likely to reflect the overall slowdown reported in these other indicators.Across the Pacific, Singapore said it basically doesn't have any inflation. Its July survey came in even lower than was anticipated - even food inflation there is very low.Yesterday, we noticed that the Chinese central bank set its Yuan exchange rate with an outsized shift, now at 7.116 to the USD, a 160 bps strengthening from the prior fix. That makes it its strongest against the greenback since October 2024. It is unclear why this happened because the US dollar index was little-changed in this period. Maybe some of this is related to the recent equities euphoria in the Shanghai stock market - its starting to show the frothy signs that Hong Kong has long displayed.The UST 10yr yield is now at 4.28%, up +2 bps from yesterday at this time. Wall Street has started its week hesitantly, with the S&P500 down -0.3% in Monday trade. Overnight, European markets opened their week mixed with London up +0.1% but Paris down -1.6%. Yesterday Tokyo started its week up +0.4%. Hong King rose a strong +1.9% and Shanghai mirrored that, up +1.5%. Singapore was up a minor +0.1%. That was matched by the ASX200. The NZX50 rose +0.3% in its Monday trade.The price of gold will start today at US$3,371/oz, little-changed (+US$1) from yesterday.American oil prices have risen +US$1 to US$65/bbl with the international Brent price now just under US$69/bbl. And we should also note that China has imported no natural gas from the US since March and no crude oil since June. But the US keeps importing from China, despite the border tariff taxes, which the US importers seem to be paying.The Kiwi dollar is at just on 58.6 USc and down -10 bps from yesterday at this time. Against the Aussie we are down -20 bps at 90.2 AUc. Against the euro we are up +20 bps at 50.3 euro cents. That all means our TWI-5 starts today at just under 66.3, little-changed from yesterday.The bitcoin price starts today at US$112,427 and down -1.7% from this time yesterday. Volatility over the past 24 hours has been modest also at just on +/- 1.7%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

With 90 companies reporting so far, standout results came from Goodman Group's (ASX:GMG) datacentre expansion, Bega Cheese's (ASX:BGA) strong turnaround, and Northern Star's (ASX:NST) record gold profits, while The a2 Milk Company (ASX:A2M) delivered steady growth. Investors are continuing to rewarding cost control, resilient dividends, and clear guidance, with FY26 shaping up to be stronger across most sectors.In this week's wrap, Grady covers:(0:16): an overview of reporting season so far at the end of week 3(0:40): Goodman Group's results with profit doubling from datacentre expansion(2:06): a dive into Bega Cheese's results driven by branded volume growth(3:40): why investors are cautious on the a2 Milk Company outlook(4:44): Northern Star's record-breaking year and what's ahead(6:32): key themes emerging to consider from this reporting season(7:17): how the local market performed over the last trading week(7:56): the most traded stocks and ETFs this week(8:28): economic news items to look out for next week.

US equity markets pulled back following the latest Federal Reserve FOMC minutes release. The minutes were as expected, with the Fed focused on inflation numbers rather than jobs data which is what the market and investors have been watching closely lately. While the Dow closed 0.4% higher, the S&P500 closed a 4-day loosing streak, down 0.24%. And a tech sell off saw the Nasdaq was down 0.67% in the red. We also saw a meaningful drop in bond yields overnight.  European markets were mixed overnight, the STOXX600 gained 0.23%, German DAX down  0.6%, France's CAC down just 0.08% while the FTSE100 advanced 1.08%.European defence stocks extended losses as the market regained optimism for an Ukraine ceasefire.Locally yesterday, the ASX200 gained 0.25% with consumer discretionary, real estate and financials in the lead. What to watch today:The Australian market is set for a positive start to the day. The SPI futures are suggesting a 0.26% rise at the open this morning.Supporting the market today will be a lift in energy prices as we saw in the US overnight. Looking at commodities: Crude oil advanced 1.84% to US$62.94 per barrel, after a weekly report from the Energy Information Administration showed a 6 million-barrel decline in US crude inventories, providing modest support to prices. The price of gold gained 1% to trade at US$3,350.27 an ounce,after the FOMC minutes supported expectations of a September rate cut in the US and a softer US dollar, which boosted global demand.Iron ore is slightly higher at US$101.52 per tonne, following reports that China will curb steel production.Locally, investors will be watching earnings from Whitehaven Coal (ASX:WHC), Bega Cheese (SSX:BGA), Brambles (ASX:BXB), and Goodman Group (ASX:GMG).AU$1.00 is buying US$0.64.Trading ideas:Bell Potter maintains a Buy rating on Regal Partners (ASX:RPL) and maintain a 12-month price target of $3.55. At the current share price of $3.01, this implies 17.9% share price growth in a year.And Trading Central have identified a bearish signal in NextGen Energy (ASX:NXG) indicating that the stock price may fall from the close of $10.08 to the range of $8.50 to $8.80 over 51 days, according to the standard principles of technical analysis.

Wall Street closed Tuesday's session mixed as a tech decline weighed on key market indices. The S&P500 fell 0.6%, the Nasdaq lost 1.5% and the Dow Jones ended the day up just 0.02%. Investors have been pulling out of Nvidia in recent days with shares in the mega cap ending Tuesday's session down 3.5% as traders take a breath from the recent AI rally in favour of undervalued small to mid-cap stocks in the current market environment.In Europe overnight markets closed higher as investors welcomed peace talks progress initiated by President Trump with Ukraine leader Volodymyr Zelenskyy and Russian leader Vladimir Putin. The STOXX600 rose 0.7%, Germany's DAX added 0.45%, the French CAC gained 1.21% and, in the UK, the FTSE 100 ended the day up 0.34% to a fresh record high.Across the Asia region on Tuesday markets closed lower as investors await the outcome of Trump's talks with Russia and Ukraine. Japan' Nikkei fell 0.38% a day after closing at a record high, while Hong Kong's Hang Seng closed flat, China's CSI index lost 0.38% and South Korea's Kospi index ended the day down 0.81%.Locally yesterday the ASX200 fell 0.7% as market heavyweight CSL (ASX:CSL) tumbled almost 17% in its worst day ever after announcing weaker results than expected and reporting it will be cutting up to 3000 jobs.BHP (ASX:BHP) also had results out yesterday that were weak on China's subdued demand but shares still rose on optimistic outlook.Westpac consumer confidence data out yesterday shows Aussies are regaining confidence as we enter the rate cut part of the rate cycle. The reading for August showed a MoM increase to 5.7% in August from 0.6% in July, signalling the strongest level since 2022.What to watch today:On the commodities front this morning oil is trading 1.32% lower at US$62.58/barrel, gold is down 0.5% at US$3316/ounce and iron ore is down 0.05% at US$101.57/tonne.The Aussie dollar has weakened against the greenback to buy 64.59 US cents, 95.28 Japanese Yen, 46.45 British pence and 1 New Zealand dollar and 9 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.2%.Trading Ideas:Bell Potter has downgraded the rating on CSL (ASX:CSL) from a buy to a hold and have significantly lowered the 12-month price target on the healthcare giant from $305 to $240 following the release of FY25 results, unveiling CSL's key division Behring disappointed with just 1% revenue growth, while Seqirus and Vifor exceeded expectations. Despite this, the market reacted sharply, and Bell Potter's analyst see a challenging near-term outlook due to earnings growth missing expectations, weak 2H25 Behring performance, delayed margin recovery (now expected by FY29), and uncertainty around FY27/28 forecasts for the demerged entity.And Trading Central has identified a bearish signal on EBR Systems (ASX:EBR) following the formation of a pattern over a period of 22-days which is roughly the same amount of time the share price may fall from the close of $1.28 to the range of $1.13 to $1.17 according to standard principles of technical analysis.

US equities closed flat as investors await the Federal Reserve's Jackson Hole summit, a three-day annual international conference attended by central bank leaders, as well as the release of retail earnings. The Dow Jones closed 0.08% lower, the S&P500 was flat, just 0.01% in the red and the Nasdaq closed 0.03% in the green. European markets were mixed amid discussions between Ukraine and the US. The STOXX60 gained 0.08%, the German DAX down 0.18%, France's CAC down 0.5% and the FTSE100 up 0.21%. Locally yesterday, the ASX200 advanced 0.23% with communication services and technology in the lead, while materials and energy declined the most. What to watch today:The SPI futures are suggesting at the Australian market will decline 0.26% at the open this morning, following a flat session on Wall Street overnight. BHP Group (ASX:BHP) released it's full year results this morning. The mining giant posted its smallest annual underlying profit in 5 years, as iron ore prices remained under pressure due to oversupply concerns and slowing China demand. They reported an underlying attributed profit of $10.16 billion for the year ending June 30, below expectations. Australian biopharmaceutical company CSL Limited (ASX:CSL) also released results this morning, reporting at 14% rise in annual earnings, driven by strong performance at its blood plasma business. The company also announced a $750 million buyback in fiscal year 2026. In economic data, Westpac's consumer confidence data and consumer inflation expectations will be released today. Looking at commodities, Crude oil has rebounded 0.9% to US$63.36 per barrel, following the inconclusive US-Russia summit in Alaska on Friday. Markets are watching the potential impact of the talks on global oil supply, including possible changes to sanctions or progress toward reconciliation.The price of gold has steadied, trading at US$3,331.93 an ounce. And iron ore is in the green at US$101.62. Trading Ideas:Bell Potter maintains a Speculative Buy rating on Comet Ridge (ASX:COI), an energy exploration and development company focused on coal and gas. Their valuation is $0.21 and at the current price of $0.14, this implies 56% share price growth in a year. And Trading Central have identified a bearish signal in Imdex (ASX:IMD) indicating that the stock price may fall from the close of $3.40 to the range of $2.75 to $2.85 over 20 days, according to the standard principles of technical analysis. 

US equities closed the trading week on Friday mixed. The S&P500 posted its second weekly gain but closed 0.29% lower on Friday. The Dow gained just 0.08%, while the tech heavy Nasdaq declined 0.4% as investors took gains from what was a strong trading week.European markets were in the red ahead of a meeting between President Donald Trump and President Vladimir Putin over the war in Ukraine, which saw the STOXX600 close flat.Locally on Friday, the market rallied, closing with a gain of 0.73%. Energy and materials were in the lead along with 9 of the 11 industry sectors in the green. Technology and consumer staples were the worst performers, posting small declines at Friday's close.What to watch today:Following mixed trading on Wall Street, the Australian market is set to open lower this morning. The SPI futures are suggesting a 0.6% fall at the open.In commoditiesCrude oil has fallen almost 1.3% to US$63.14 per barrel, as traders awaited the outcome of talks between US President Donald Trump and Russian President Vladimir Putin, with hopes for a possible ceasefire in Ukraine affecting market sentiment.The gold price is flat at US$3,335.60 an ounce, as hotter-than-expected US data tempered hopes for a large Fed rate cut.And iron ore is down 0.24% at US$101.59 per barrel so keep watch of iron ore mining stocks today.And as we reach mid reporting season, a long list of companies a reporting their earnings result today. These include the A2 Milk Company (ASX:A2M), Ampol (ASX:ALD), BlueScope Steel (ASX:BSL), Lendlease Group (ASX:LLC), NAB (ASX:NAB), New Hope Corporation (ASX:NHC), oOh! Media (ASX:OML) and Seek (ASX:SEK).In economic data today, at 11:30am AEST consumer inflation expectations for August will be released.Trading Ideas:Bell Potter maintains a Speculative Buy recommendation on Liontown Resources (ASX:LTR) and have reduced their 12-month valuation from $1.05 to 1.15. They say LTR's 100% owned Kathleen Valley lithium project remains highly strategic in terms of scale, long project life and location in a tier-one mining jurisdiction. At LTR's current share price or $0.85, this implies 36% share price growth in a year.And Trading Central have identified a bullish signal in Adairs (ASX:ADH) indicating that the stock price may rise from the close of $2.24 to the range of $2.34 - $2.38 over 34 days, according to the standard principles of technical analysis.

SBS Finance Editor Ricardo Gonçalves speaks with Cochlear CEO Dig Howitt after the group's full-year results annoucement about the future of implants, while Stephanie Youssef discusses the role of EVs with CAR Group CEO William Elliott; while Grady Wulff from Bell Direct goes through the numerous records the Australian sharemarket hit during the week.

The record high streak has continued for the Aussie market as it has now hit all-time best levels for 5 consecutive days. Steve reflects on a week that has seen the ASX200 up around 0.7% with a fourth gain in 5 days and discusses the upcoming week which will be one of the busiest for earnings results. Steve unpacks the latest on the tariff situation, the part that has played in the recent streak of strong performance, and the other factors contributing to investor confidence. The majority of the sectors saw gains, Baby Bunting caught attention with a 38% rise, and Ampol was the standout on the local market. 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.

SBS Finance Editor Ricardo Gonçalves speaks with Cochlear CEO Dig Howitt after the group's full-year results annoucement about the future of implants, while Stephanie Youssef discusses the role of EVs with CAR Group CEO William Elliott; while Grady Wulff from Bell Direct goes through the numerous records the Australian sharemarket hit during the week.

The ASX200 slipped around half a percent despite briefly touching a third straight all-time high at the open, with more winners than losers overall but some heavyweight profit results dragging the index lower. Miners and healthcare stocks helped offset losses in financials and utilities, while standout movers included Tyro Payments after takeover interest, Evolution Mining on strong gold prices, and IAG on a big profit lift. On the downside, CBA tumbled after results, AGL swung to a loss, and Beach Energy fell on a broker downgrade. Investors are now watching tomorrow’s July jobs data for clues on the next RBA move. 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 saw a positive trading session with all three major US benchmarks closing in the green. The Dow gained 400 points for a second session, up 1.04%. The S&P500 reached another record high and closed 0.32% higher, while the tech- heavy Nasdaq gained 0.14%.European markets also extended gains after Wall Street's record highs, expectations for lower U.S. Federal Reserve rates continue driving the major indexes to all-time highs. The STOXX600 advanced 0.54%.Locally yesterday the Australian market closed down 0.6%, dragged down by utilities and financials, while materials and healthcare were in the lead. Today's session however, is looking more positive.What to watch today:The SPI futures are suggesting our local market will rise 0.35% at the open this morning.Also on watch today are the companies reporting their earnings results. So far this morning at the time of recording, the highlights are:Westpac (ASX:WBC) posted $1.9 billion third quarter profit,Suncorp (ASX:SUN) jumped 52% to $1.8 billion,And Telstra (ASX:TLS) profit grew 31% to $2.34 billion, and the company declared a 19cps payout.And keep watch of the share price movements for other companies reporting, including the Australian Stock Exchange (ASX:ASX), Origin Energy (ASX:ORG) and Pro Medicus (ASX:PME). In commodities,crude oil has called 0.64% to US$62.74 per barrel, the lowest in over two months, after the International Energy Agency forecast a growing oil surplus this year and next.The price of gold is up 0.3% to US$3,357.68 an ounce as investors weighed the federal reserve rate outlook following the latest CPI data announcement. July's headline inflation came in at 2.7%, below the 2.8% forecast, while core inflation rose to 3.1% from 2.9%.Seaborne iron ore is down 0.37% to US$102.03, while futures hold near two week highs, on expectations of further steel production cuts in China.And in economic data today, the unemployment rate for July will be out at 11:30am AEST.Trading Ideas:Bell Potter maintains a Buy rating on Life360 (ASX:360) after the company reported 2Q2025 revenue of US$115.4 million, 6% ahead of Bell Potter's forecast of US$109.1 million and adjusted EBITDA of US$20.3 million, 59% above their forecast of US$12.8 million. Bell Potter have increased their 12 month price target by 27% to $47.50, and at the current share price of $40.77, this implies 16.5% share price growth in a year.And Trading Central have identified a bearish signal in Pro Medicus (ASX:PME) indicating that the stock price may fall from the range of $297.15, to the range of $271 - $276 over 28 days, according to the standard principles of technical analysis.

In the U.S. overnight the S&P and Nasdaq reset their respective record highs while the Dow Jones also closed higher as investors welcomed the latest CPI reading which came in tamer than expected. The S&P 500 rose 1.13%, the Nasdaq added 1.4% and the Dow Jones ended the day up 1.1%. The US CPI reading rose 2.7% on an annualised basis in July which fell short of economists' estimates of a 2.8% rise, while core CPI rose 3.1% which slightly beat expectations. The data indicates Trump's tariffs are having a lower impact than expected on inflation and supports the case for the Fed to consider a rate cut in the near future.In Europe overnight, markets closed mostly higher in the region after US inflation accelerated less than expected. The STOXX 600 rose 0.24% on Tuesday while the French CAC added 0.8% and the UK's FTSE100 climbed 0.22%, but Germany's DAX fell 0.13%.Across the Asia region on Tuesday, markets in the region closed mostly higher after a tariff truce was called between the US and China. Japan's Nikkei hit a record high, ending the day up 2.15%, while Hong Kong's Hang Seng added 0.25% and China's CSI index ended the day up 0.52%.The local market started the new trading week higher with a 0.41% rise on Tuesday, following the RBA's 0.25% or 25-bps rate cut yesterday and on the back of key catalysts in the earnings and materials spaces over the last few sessions.The RBA's rate cut was expected and the board said ‘with underlying inflation continuing to decline back towards the midpoint of the 2–3 per cent range and labour market conditions easing slightly, as expected, the Board judged that a further easing of monetary policy was appropriate' but there was no discussion of a larger rate cut as Australia's central bank takes a more conservative approach to the rate journey amid extensive macro factors influencing our inflation journey.On the reporting season calendar yesterday we saw shares in geolocation tracking services and hardware company Life360 (ASX:360) soar 9% after the company released Q2 and H1 results that topped expectations including a 36% jump in both revenue and annualised monthly revenue.While at the other end of the market Seven Group (ASX:SGH) tumbled 9% following the release of FY25 results including revenue up just 1% while low to mid-single-digit EBIT growth is expected as guided to by management which will fall below that of the 8% delivered in FY25.What to watch today:On the commodities front this morning oil is trading 1.19% lower at US$63.20/barrel, gold is up 0.2% at US$3348/ounce and iron ore is up 0.73% at US$101.96/tonne.The Aussie dollar has strengthened against the greenback to buy 65.31 US cents, 96.47 Japanese Yen, 48.20 British Pence and 1 New Zealand dollar and 10 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day up 0.16%.Trading Ideas:Bell Potter has decreased the 12-month price target on SGH (ASX:SGH) from $54 to $51 and maintain a hold rating on the diversified company following the release of the company's results as the analyst sees the company is facing short-term cyclical headwinds in construction markets, offsetting healthy operating conditions in mining markets.And Trading Central has identified a bearish signal on Auckland International Airport (ASX:AIA) following the formation of a pattern over a period of 7-days which is roughly the same amount of time the share price may fall from the close of $6.94 to the range of $6.59-$6.65 according to standard principles of technical analysis.

It has been an interesting day for the Aussie market as the session got off to a timid start. Steve joins us to reflect on the performance which picked up following the RBA decision to cut rates and sending the market to hit a new record high. He discusses the RBA decision and what could be expected around further rate cuts, the big winners with Life360 and JB Hi-fi gaining attention, and he looks to the day ahead with US inflation data set to precede the opening of US markets, and more earnings data from stocks including CBA and Computershare. 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 kicked off the week on a positive note, with the ASX200 touching another record high before settling about a third of a percent higher, supported by strength in miners and major banks. Lithium stocks surged after reports the world’s biggest EV battery maker may pause operations, while IDP Education jumped on broker upgrades and policy changes for foreign students. JB Hi-Fi slipped despite strong results amid a leadership change. Investors now look ahead to a busy week featuring the RBA’s expected third rate cut of the year, key local jobs and wages data, US inflation figures, and results from major names including CBA, Cochlear, IAG, and Telstra. 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 equities closed in the red overnight ahead of the July inflation report. The Dow Jones closed 0.45% lower, the S&P500 declined 0.25% and the Nasdaq declined 0.3%.European markets were mostly lower. The German DAX dropped 0.34%, France's CAC down 0.57%, while the FT100 gained 0.37% and the STOXX600 saw little change, down just 0.06%.Locally yesterday, the ASX advanced 0.43% with materials and consumer staples in the lead, while consumer discretionary stocks and tech declined the most.What to watch today:The SPI futures are suggesting the Australian market will drop 0.15% at the open this morning, following Wall Street overnight.In economic data today, the RBA will announce its next interest rate decision. Its highly expected the Central Bank will announce a 25 basis point cut.Companies reporting their earnings results today include Life360 (ASX:360), Computershare (ASX:CPU), Coronado Global Resources (ASX:CRN) and SGH (ASX:SGH) just to name a few.In commodities,Crude oil is up 0.45% to US$64.16 per barrel after last week's heavy drop, following President Donald Trump's efforts to end the Ukraine war, easing fears of disrupted Russian supply.The safe haven gold dropped 1.54% currently trading at US$3,346.93 an ounce after Trump announced that the metal would not face tariffs, easing concerns of a share increase in gold import costs.And iron ore is in the green up 0.73% at US$101.96, so keep watch of iron ore miners today.Trading Ideas:Bell Potter maintain a Buy rating on JB Hi-Fi (ASX:JBH) and has reduced their price target to $119. At the current share price of $107.83 this implies 10.4% share price growth in a year.And Trading Central have identified a bearish signal in Domino's Pizza (ASX:DMP) indicating that the stock price may fall from the close of $18.68 to the range of $13.70 to $14.60 over 28 days, according to the standard principles of technical analysis.

In the US overnight, all three major benchmarks rallied after President Donald Trump announced a steep new tariff on imports of semiconductors and chips. That is, a 100% tariff on imported chips, with the exception for companies that are building in the US. The Dow Jones gained 0.18%, the S&P500 gained 0.73% and the Nasdaq rallied 1.21% at the close.In European, Swiss stocks declined after their President and economic minister met with US government officials, with the aim of lowering the 39% tariffs imposed by the US.While the STOXX600 closed 0.06% lower, the German DAX was just 0.33%, France's CAC up 0.24% and the FTSE100 up 0.24%.Locally yesterday, the Australian market gained 0.84%, with 10 of the 11 industry sectors in the green. The market was led by energy and materials stocks.For today's trading session, the SPI futures are suggesting a 0.31% drop at the open this morning, despite markets rallying overnight.What to watch today:Balance of trade data for June will be released at 12:30pm.And keep watch of the share price movements of companies reporting their earnings results today, including AMP Group (ASX:AMP), AVITA Medical (ASX:AVH), Bannerman Energy (ASX:BMN), Light and Wonder (ASX:LNW) and QBE Insurance Group (ASX:QBE).In commodities,Crude oil has dropped 1.32%, trading at US$64.30 per barrel, marking a fifth straight decline and hitting a fresh six-week low.Gold is slightly lower down 0.3% at US$3,371.13And iron ore is lower 0.43% at US$100.92 per tonne.Trading Ideas:Bell Potter maintains a Buy rating on Perpetual (ASX:PPT) and have increased their price target from $22.80 and $23.00. At the current share price of $21.16, this implies 8.7% share price growth in a year.And Trading Central have identified a bullish signal in Ramelius Resources (ASX:RMS), indicating that the stock price may rise form the close of $2.79 to the range of $3.45 to $3.65 over 46 days, according to the standard principles of technical analysis.

In the US today so far, Wall St closed lower as investors digested weak economic data against the latest tariff threats out of President Trump. ISM services index data flatlined for July adding to stagflation concerns in the US while stocks also came under pressure after Trump told CNBC that tariffs on chips and pharmaceuticals are coming soon. The S&P 500 ended the day down 0.5%, the Nasdaq dropped 0.65% and the Dow Jones ended the session down 0.14%.In Europe overnight, markets in the region closed mostly higher despite President Trump saying he will unveil new tariffs in the near future. The STOXX 600 rose 0.1%, Germany's DAX added 0.4%, the French CAC fell 0.1% and, in the UK, the FTSE 100 ended the day up 0.1%.Across the Asia region on Tuesday markets closed higher led by South Korea's Kospi index adding 1.6%, while Hong Kong's Hang Seng climbed 0.92%, China's CSI index added 0.4% and Japan's Nikkei ended the day up 0.64%.The local market started the new trading week in the green with a 1.23% surge on Tuesday as all sectors ended the day in positive territory following strength on Wall St on Monday night. Discretionary and financials were the best performing sectors with gains of 1.81% and 1.49% respectively, while staples managed the lowest gain with 0.34%.Australian consumer confidence rose to 90.6 points, the highest since May 2022, following easing inflation data and expectations of an interest rate cut by the Reserve Bank of Australia. The ANZ-Roy Morgan index saw significant improvements in both current and future financial conditions, with a 0.25% rate reduction anticipated this month.Telix Pharmaceuticals (ASX:TLX) plunged over 8% after it flagged higher operating expenses in the first half of the fiscal year to be around 36% of revenue for 1H25.Austal (ASX:ASB) added over 7.5% as it finalised its agreement with the federal government to become the country's leading defence shipbuilder. The company also impressed investors with a guidance update for FY25 with the new guidance expectation for EBIT of no less than $100m for the 12-months, higher than the previous guidance of no less than $80m.And Electro Optic Systems (ASX:EOS) rocketed 43% on Tuesday after announcing it has secured an order for a drone defence capability based on a new type of high-power laser, to the value of $125m (71.4million euros) from a European NATO Member State. The order is a world first export order for a 100-kilowatt class laser defence system.What to watch today:On the commodities front this morning, oil is trading 1.66% lower at US$65.20/barrel, gold is up 0.16% at US$3379/ounce and iron ore is up 1.21% at US$100.77/tonne.The Aussie dollar has strengthened against the greenback to buy 64.72 US cents, 95.56 Japanese Yen, 48.62 British Pence and 1 New Zealand dollar and 10 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the new trading day up 0.13.Trading ideas:Bell Potter has significantly increased the 12-month price target on Electro Optic Systems (ASX:EOS) from $3.75 to $5.00 and maintain a buy rating on the defence manufacturer after the company secured its latest order valued at 71.4m euro. The new laser counter-drone capability was developed by EOS to address the urgent market need and emerging strategic requirement to defend against drone swarm attacks at an economical cost.And Trading Central has identified a bullish signal on AGL Energy (ASX:AGL) following the formation of a pattern over a period of 34-days which is roughly the same amount of time the share price may rise from the close of $10.00 to the range of $10.45 to $10.55 according to standard principles of technical analysis.

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.

The S&P/ASX 200 has recorded its biggest fall in 9 weeks, closing down 52 points to 8538 after being rocked by more potential tariffs from the Trump administration.See omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with Professor Daswin De Silva from La Trobe University to find out more about a cyber attack which hit Qantas and Martin Lakos from Macquarie goes through the day's market action including another record for the ASX200.

Domino’s is on the hunt for a new CEO, with the pandemic darling seeing its share price plunge again today. ASX200: up 0.66% to 8,597 GOLD: $3,335 US/oz BITCOIN: $164,003 James Hardie’s completion of its US$8.4 billion deal for Azek helped it 5.3% higher to $42.93. The hope for rate cuts helped Real Estate stocks, with Goodman rising 2.1%, Scentre up 2.7%, and Dexus rising 3.1%. BHP up 1.7%, Fortescue rising 3.8% and Rio Tinto up just over 2%. Dominos Pizza shares closed down more than 15% to $16.96 after its CEO resigned Helia told the market that ING was negotiating with other providers – down 21% to $4.31. Qantas revealed a cyberattack had stolen the personal data for 6 million customers, with shares closing 2.2% lower to $10.52. Also weaker were QBE, Xero and Next DC. See omnystudio.com/listener for privacy information.

ASX200: up 0.33%, 8548 GOLD: $3,415 US/ounce BITCOIN: $164,546 The Health Care sector led the way, with stocks up 1.6%, led by CSL, Pro Medicus and Cochlear. James Hardie shares were up 7.1% to $41.70. Brickworks on track to gain in its property division. Shares were up 0.3% to $34.40 Droneshield announced another contract worth $9.7 million, but the company closed the day down more than 4% to $2.28. BHP, Fortescue and Rio Tinto were all down by more than 1%, and also closing lower were Woodside, Xero and Newmont. James Hardie will switch its primary listing to the US as it completes a $14 billion takeover of Azek. See omnystudio.com/listener for privacy information.

With Australian healthcare companies performing strongly, do we still need to look overseas for bigger markets? ASX200: down 0.1%, 8550 GOLD: $3,348 US/ounce BITCOIN: $164,720 Xero was a drag on the tech sector, down 5.3% to $184 after confirming to the market it had successfully completed the acquisition of American payments business Melio. Wisetech losing 0.6%, Technology One falling 1.1% and Life360 dropping 1.8%. Adairs lost 3.7% and Nick Scali lost 3.5%. Down more than 1% was Goodman Group, Sigma Healthcare and Northern Star. Pilbara Minerals gained 5.6% on the news that Vanguard had become a substantial shareholder. While Droneshield continued its strong run, up 11.7% to $2.39 today. See omnystudio.com/listener for privacy information.

A significant order for defence industry company Droneshield saw it rocket on the market today. ASX200: up 0.04% to 8,559 GOLD: $3,328 US/oz BITCOIN: $164,675 AUD CBA shares reaching a new intraday high above $192 eventually closing up 1.7% to $191.40. Droneshield signed a new contract in Europe worth more than $60 million. Shares were boosted 20% to $2.14. Virgin Australia continued to soar, rising by another 3.4% on its second day of trading to close at $3.34. BHP fell 1%, Fortescue was down 2.3%, but Rio recovered from earlier losses to only drop 0.6% to $104.30 Gold miners Northern Star Resources, Evolution Mining, and Newmont all took a hit. CURRENCY: AUD/USD: 65.0 US cents AUD/GBP: 47.7 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

財經消息經常會提到澳洲200指數（ASX200） 是澳洲最重要的股票指數之一，反映了澳洲最大的200家上市公司的表現。

SBS Finance Editor Ricardo Gonçalves speaks with Josh Gilbert to find out why the Australian sharemarket hit another record for a second day, despite slowing global growth, plus Rhayna Bosch takes a look at why Qantas is shutting down its Jetstar Asia unit with Ellis Taylor from Cirium.

SBS Finance Editor Ricardo Gonçalves speaks with Jamie Hannah from VanEk to find out what's been driving the Australian sharemarket to a record high and if it can continue, plys Tys Ochhiuzzi discusses the rise of the Labubu plush toy that's gone viral despite the cost of living crisis with Dr Christina Anthony from the University of Sydney.

SBS Finance Editor Ricardo Gonçalves speaks with Luke Laretive from Seneca Financial Solutions as the ASX200 edges closer to a record and CBA breaches $300bn market cap, while Stephen Wu from the Commonwealth Bank goes through the latest economic growth numbers.