Podcasts about asx200

Overnight in the US, Wall St rebounded from yesterday's sell off, spurred by software stocks as investors fears of AI disruption were eased. The tech heavy Nasdaq lead the way jumping 1%, while the S&P500 and Dow Jones both advanced 0.8%.What to watch today:Back home the ASX is expected to follow suit, with the SPI futures pointing to a 0.75% jump at the open of trade.In reporting season, gaming machine supplier Light and Wonder (ASX:LNW) has reported a 4% rise in revenue to US$3.3 billion, an adjusted net profit before amortisation increase of 18% to US$567 million, which puts them firmly in line with guidance.Other major companies are due to release their results this morning, including Fortescue Metals (ASX:FMG), Woolworths (ASX:WOW) and WiseTech Global (ASX:WTC).So far this reporting season, 206 companies have reported their results, with 38% beating expectations, 32% in line, and 30% missing expectations.Following on from their results, Bell Potter have upgraded end-to-end mining technology solutions provided Imdex (ASX:IMD) from a hold to a buy, and increased their 12-month price target from $3.60 to $4.60 per share. This comes after they announced an underlying EBITDA increase of 22% YoY, which beat forecast by 9%.Similarly, they have maintained their Buy rating on electrical equipment distributor IPD group (ASX:IPG), with a 12-month price target of $5.30, after thei announced an 8% underlying EBITDA increase YoY, which represented a 2% beat on forecast.Additionally today, keep an eye on the January CPI data which is due at 11:30am Sydney today – NAB analysts have predicted that both headline and trimmed-mean inflation will remain unchanged for the month, so any unexpected changes could impact the markets.Finally ending with commodities news,Crude oil has once again remained flat for the 3rd consecutive day, trading at slightly over US$66 per barrel.For precious metals, both gold and silver have pulled back slightly from yesterday's highs, with the former down 1.3% to US$5161 per ounce, and the latter down 1% to US$87.30 per ounce.

The ASX200 fell 0.6% as tech stocks underperformed, dragged down by US futures. Inflation data and Trump's tariff uncertainty dominated, with gold miners like Ramelius Resources leading gains. Profit season begins with mixed results, including Fisher & Paykel's guidance lift. Key events include Wednesday's inflation data and Friday's ex-dividend announcements. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. 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.

Starting abroad this morning, it was a tough start to the week in Wall St which saw all 3 major indexes tumble as investors weigh fears of AI disruption across various industries, as well as the announcement of further tariffs. The Dow Jones dropped 1.7%, the Nasdaq declined 1.1%, while the S&P fell 1%.What to watch today:Back home, despite the rout in New York the ASX is expected to open in the green this morning, with the SPI futures indicating a 0.3% jump at the open of trade today.Turning to reporting season, we've seen some big announcements this morning already. Starting with Regal Partners (ASX:RPL), which announced substantial beats on its targets, with a 47% increase in income and a 65% jump in profit from last year.Monadelphous (ASX:MND) saw similarly positive results, announcing a record half year revenue which was 46% up from last year, while net profit climbed 53%.Keep an eye also on Woodside Energy (ASX:WDS), and Nine Entertainment (ASX:NEC), which will also be reporting today.So far, we've seen 173 companies report their results this reporting season. Of them, 69 companies or 40% have beaten expectations, 56 companies or 32% are in line, and 48 companies have missed expectations, making up the remaining 28%.Following their results yesterday, Bell Potter have maintained their buy rating on counter drone technology supplier Electro Optic Systems (ASX:EOS), however reduced their 12-month price target from $12 to $9.70, off the back of a combination of lower projected revenue and higher costs.The team have also upgraded employee benefits provider McMillan Shakespeare (ASX:MMS) from a Hold to a Buy with a 12 month target price of $18.50, following their results and FY26 guidance.And to end with commodities news:very little change in the Crude Oil price, which is trading just about flat at US$66 per barrel.However, it was a different story for precious metals, which have seen their rebound from the sell-off earlier this month continue as tariff uncertainty is back in the news. Gold is trading up 2.4% at around US$5230 per ounce, while Silver is up 4.7% to US$88.50 per ounce.

All three US equity benchmarks closed in the green after the US Supreme Court ruled against some of US President Donald Trump's global tariffs. The Dow Jones closed 0.47% higher, the S&P500 up 0.69%, while the tech- heavy Nasdaq advanced 0.9%. What to watch today:Following US equities, our local market is set to rise 0.18% according to the SPI futures.As we enter the final week of reporting season, the local market continues to be driven by stock-specific movements. Some notable updates from this mornings financial reports include: Fisher and Paykel Healthcare (ASX:FPH) have upgraded their earnings guidance for the year to March. Reece (ASX:REH) reported a 20% fall in profit for their first-half.Kogan.com (ASX:KGN) increased its interim dividend by 14.3% to 8c, however profit dropped to $8.2 million.Nuix (ASX:NXL) reached a net profit of $11.1 million for the half, in comparison to a loss of $10.4 million a year prior. And Ampol (ASX:ALD) has reported a 33% drop in net profit for the full year. Two companies Bell Potter are watching this week include Mineral Resources (ASX:MIN) and Telix Pharmaceuticals (ASX:TLX). The broker maintains a Buy rating on MIN with a 12-month price target of $70.00. At the current share price of $51.25, this implied 36.6% share price growth in the year. And Bell Potter also maintain a Buy rating on Telix, but have lowered their price target from $23.00 to $19.00. At the current price of $10.43, this implies 82.2% share price growth in a year. Among the long list of companies reporting today are Adairs (ASX:ADH), Lendlease Group (ASX:LLC), Praemium (ASX:PPS) and Regis Healthcare (ASX:REG). In commodities, Crude Oil is in the green at US$66.48 per barrel, nearing a six- month high following news that the US President is considering a limited military strike on Iran.The price of Gold has rallied over 2% to US$5,109.17 an ounce. The appeal for gold was reinforced due to two key factors. First, following the Supreme Court's ruling against reciprocal duties, the initial dollar retreat was quickly offset by statements from the US President around signing a new 10% global tariff. In addition to the trade policy pivot, US GDP data for Q4 was a disappointing report at 1.4%. And iron ore is trading lower at US$99.33 per tonne. 

SBS Finance Editor Ricardo Gonçalves speaks with Hugh Lam, CFA from Betashares for his take on the markets as the ASX200 hits another record high, the jobless rate remains at 4.1% and takes a look at the latest company profit reports.

SBS Finance Editor Ricardo Gonçalves speaks with Hugh Lam, CFA from Betashares for his take on the markets as the ASX200 hits another record high, the jobless rate remains at 4.1% and takes a look at the latest company profit reports.

Starting in the US this morning, where Wall St saw a positive day lead by a rally in the technology sector. Megacap Nvidia lead the way with a 2% gain, after Meta announced that they would be expanding their deal to use millions of Nvidia AI chips in their data centre buildout. At the close of the day's trade, the S&P500 advanced 0.6%, the Dow Jones added 0.3%, while the tech heavy Nasdaq saw the biggest gains with a 0.8% jump.What to watch today:Locally today, the ASX is expected to follow Wall St and add to its winning streak of late, with the SPI futures pointing to a 0.5% climb at the open of trade. As for reporting season, it's a busy day today with a stack of notable companies releasing results. Australia's largest Telco Telstra (ASX:TLS) this morning announced a 9% increase in net profit to $1.1 billion, as its revenue remained flat however expenditure had declined. It will pay an interim dividend of 10.5 cents per share, up from 9.5 cents last year. Although not released at time of recording, keep an eye on a number of big results to come out throughout this morning, including Rio Tinto (ASX:RIO), Wesfarmers (ASX:WES), Goodman Group (ASX:GMG) Whitehaven Coal (ASX:WHC), Downer (ASX:DOW) , among many more. So far this reporting season, we've seen 83 companies release their results, with 31 beating expectations, 32 in line with expectations and 20 missing expectations. Following their results yesterday, Bell Potter have upgraded their rating on TechnologyOne from a Hold to a buy, with a 12-month price target of $29 per share after the company reported their guidance for FY26. And finally ending on commodities news, crude oil prices have jumped 4 and a half percent to US$65 per barrel as investors reacted to talks in both the US – Iran tensions and Russia – Ukraine conflict ending without clear breakthroughs. The geopolitical uncertainty has also affected precious metals prices, with gold rebounding 2% to just under US$5000 per ounce, while silver has jumped 5% to US$77 per ounce. 

Starting off overseas, it was a relatively quiet day for Wall St on its reopen from Monday's public holiday, as all 3 of the major indexes advanced 0.1%.What to watch today:Looking now at today, the ASX is set to extend on yesterday's gains with the SPI futures indicating a 0.5% jump at the open of trade today.Pivoting to a reporting season update, NAB (ASX:NAB) reported a 30% jump in net profit to $2.21 billion, and a 16% jump in cash earnings to $2.02 billion for the quarter to December.Queensland based insurer Suncorp (ASX:SUN) saw a massive reduction in profit after a period of increased natural hazard events. November's hailstorm in particular was costly, as claims drove Suncorp $453 million over allowance for natural disasters. Their cash earnings of $270 million represented around a third of last years, while the dividend has been cut from 63c per share to 17c per share. And look out for other companies reporting today, including Dexus (ASX:DXS), Santos (ASX:STO) and TechnologyOne (ASX:TNE).So far this reporting season, 69 companies have released their results, with 26 beating expectations, 26 in line with expectations, and 17 missing expectations.Bell Potter's research team have maintained their buy rating on diversified industrial services group SRG Global (ASX:SRG), and increased their 12-month price target from $3 per share to $3.15 per share off the back of solid results released yesterday and an upgrade in guidance.And in commodities,Crude oil is trading down a further 1% to US$62.25 per barrel, after it was announced that the US and Iran had reached a ‘general agreement' on a potential nuclear deal that would pave the way towards a lift in sanctions on Iran, and reduced risk of war in the region.In precious metals both gold and silver are trading down over 2%, with gold falling to US$4882 per ounce, and silver down to US$73.50 per ounce. The decline can be attributed to a number of factors, including a strengthening US dollar, reduced market liquidity due to the public holidays, and geopolitical developments reducing safe haven demand.

Not much to report overseas from overnight, as Wall St was closed for the President's Day public holiday. What to watch today:Jumping straight into today's news, the ASX200 is set to jump 0.2% at the open to extend on yesterday's gains. Today's major story is the results of mining giant BHP (ASX:BHP), which reported a 25% jump in underlying EBITDA to US$15.5 billion,  a net operating cash flow of US$9.4 billion, which is up 13%, and a dividend of 73 US cents per share, which is up from 50 US cents this time last year. Additionally, funds manager Challenger Ltd (ASX:CGF) reported their results, with statutory net profit up $72 million to $339 million, and a fully franked dividend of 15.5 cents per share, which is up 7%. They also announced an on-market share buyback of $150 million. Keep an eye on other notable companies who are due to release today, including Seek (ASX:SEK), Judo Capital (ASX:JDO) and Reliance Worldwide (ASX:RWC). So far this reporting season, 53 companies have reported their results, with 18 beating expectations, 21 in line with expectations, and 14 misses. After their results yesterday, Bell Potter's research team have maintained their Hold rating on the a2 Milk Company (ASX:A2M), however reduced their 12 month target price from $9.70 to $9.55 per share, based on their key guidance figures heading into the next year. They also maintain a hold rating on shipbuilder and defence contractor Austal (ASX:ASB), with a 12 month price target of $6.60 per share, which is down from their previous price target of $8 per share. This comes after its EBIT guidance was downgraded 18.5%, due to the discovery of accidental double counting of US$17.1 million of incentives during the preparation of its latest accounts. Finally in commodities, Gold is trading down just over 1% at US$4990 per ounce, while silver has dropped 1.8% to $76.50 US$ per ounce. Crude Oil is up 1.4%, to US$63.80 per barrel. 

US equities closed mixed on Friday following the release of the inflation report which came in just slightly lower than the market was expecting. US CPI rose 0.2% in January, reflecting a gain of 2.4% on an annualised basis, while a 0.3% MoM gain was expected.   The S&P500 rose just above the flat light, up 0.05%, the Dow Jones flat, just 0.1% higher, while the Nasdaq declined 0.22%.  What to watch today:  Locally, the ASX200 is set to gain 0.58% at the open this morning, ahead of the release of key earnings results from big names reporting today:JB Hi Fi (ASX:JBH) has just released their half year results this morning, with total sales and NPAT both up more than 7%, EPS increased by 19cps to 279.7cps from HY25 and an interim dividend of 210cps, up 23.5%, representing 75% of NPAT. Bell Potter currently have a Buy rating on JBH.The a2 Milk Company (ASX:A2M) posted a 18.8% rise in revenue and lifted FY26 guidance, as well as an interim dividend of 11.5cps fully franked. It's share price will be on watch today. Ansell (ASX:ANN), Aurizon Holdings (ASX:AZJ), BlueScope Steel (ASX:BSL) and New Hope Corporation (ASX:NHC) are also set to report today.As for what Bell Potter are looking at today: Following Nick Scali (ASX:NCK)‘s first half NPAT up 11% above expectations, Bell Potter maintain a Buy rating, however have lowered their price target by 11% to $25.00 due to softer growth into the second half, earnings revisions and the rising interest rate environment. And one to watch in the resources sector following the release of first half earnings is Northern Star Resources (ASX:NST). Bell Potter maintain a Buy rating and have increased their 12-month price target from $31.10 to $35.00. At the current share price of $28.37 this implies 23.4% share price growth in a year.  In commodities: Crude oil is up to US$62.89 per barrel, with a second straight weekly decline, amid persistent oversupply concerns. The International Energy Agency reiterated that the market is likely to face a surplus of just over 3.7 million barrels per day in 2026. The price of gold is up almost 2.5% to US$5,043.92 per tonne, as softer-than-expected US inflation eased pressure on Treasury yields and weighed on the dollar. Iron ore is down to US$99.66 and over the past month, Iron Ore's price has fallen 7.45%. So keep watch of iron ore miners this week as BHP Group (ASX:BHP) reports tomorrow.To end, AUD$1.00 is currently buying US$0.70. 

The ASX200 secured its best week since May, advancing 2.4%, but fell 1.3% today amid a US tech sell-off fuelled by AI disruption concerns and weaker commodity prices. Big swings hit reporting season stocks, with Temple & Webster down 33% and AMP surging after a 26% plunge. Next week, Rio Tinto and Telstra report, while CBA trades ex-dividend. 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 ASX200 rose modestly on Thursday, up 0.25%, after briefly nearing record highs this week. Bank earnings drove gains, with ANZ jumping 8.5% and CBA climbing 5.5%, though tech and healthcare dragged. Tech fell 6% while CSL slumped 6.9% after half-year results and a CEO resignation. For the week, the market advanced 3.7%. Tonight, focus shifts to US oil inventories and earnings from Airbnb, Applied Materials, and Pinterest. 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 ASX200 rose 1.6% Wednesday, hitting the 9,000-point level for the first time in 3.5 months as reporting season gained momentum. Financials led gains after CBA's strong half-year results provided a 7% lift, adding about 60 points to the index. The Aussie dollar surged to a 19-month high following RBA hawkish comments that inflation remains too high. Investors now await US jobs data and a wave of local company reports including AMP and Northern Star. 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.

Overseas, Wall St traded slightly down overnight despite the much-anticipated jobs data coming in better than expected. Economists polled by Dow Jones had forecasted a gain of 55,000 jobs, and an unemployment rate of 4.4%, however the data revealed a gain of 130,000 jobs and an unemployment rate of 4.3%. However, the beat failed to move the markets, as the Dow Jones ended the day down as the Dow Jones and Nasdaq both slipped 0.1%, while the  S&P500 ended the day flat.What to watch today:Heading into today's trading session, the ASX is expected to follow Wall St's wavering session, with the SPI futures pointing to a 0.02% drop at the openAnother busy day of results ahead as Reporting Season continues, look out for AMP (ASX:AMP), Pro Medicus (ASX:PME) and Northern Star (ASX:NST) releases, which are all due this morning. You can find all results once released at Bell Direct's reporting season pageSo far this reporting season, 17 companies have released their results, with 3 beating expectations, 9 in line with expectations, and 5 missesFollowing their results yesterday, Bell Potter's research team have maintained their hold rating on CSL (ASX:CSL), however cut their 12-month price target from $195 per share to $175 per share, after updating their Adjusted NPAT and revenue growth guidance off the back of underwhelming results.Bell Potter have also upgraded their rating on SGH (ASX:SGH) from a Hold to a Buy, with a 12-month price target of $56 per share. This comes after the company reported results that beat guidance, sparking a more optimistic medium term outlook.And in commodities, Crude Oil is trading up 1.6% at US$65 per barrel, Gold also jumped overnight 1.4% to just under US$5100 per ounce, while silver remains the most volatile, trading up 4.7% at US$84.50 per ounce

Starting over in the US, Wall Street saw a mixed trading session overnight, as the S&P500 and Nasdaq slipped 0.2% and 0.6% respectively, while the Dow Jones added 0.1%, at one point in the day trading at its 3rd all time high in the last 3 days. The market was weighed down by financial stocks, which took a hit after tech platform Altruist officially launched their new AI-powered tax planning tool. Investors are likely to rotate to areas which are most protected from being impacted by the emerging prevalence of AI. What to watch todayThe ASX200 is expected to rise at the open today, with the SPI futures indicating an increase of 0.3%A big morning in reporting season as Australia's biggest bank Commonwealth Bank (ASX:CBA) announced their cash profit has increased 5% to $5.4 billion in the half year ending 31 December, and that they will pay a dividend of $2.35 per share. Although not released at the time of recording, keep an eye on other major results including AGL Energy (ASX:AGL), Evolution Mining, and James Hardie Industries (ASX:JHX), which are all due to be released this morning. You can stay up to date with results as they come out via Bell Direct's reporting season pagePharmaceutical giant CSL (ASX:CSL) also announced their results, reporting total revenue down 4% to $8.3 billion, Adjusted Net profit after tax of $1.9b, which is a 7% drop, and a reported NPA of $0.4 billion, which represents an 81% drop from last results. These results come in a day after it was announced that they would be dumping chief executive Paul McKenzie, extending the volatile period for the blue chip stock. In Bell Potter's latest research, the broker has maintained its Buy rating, however lowered the 12-month target price on WiseTech Global (ASX:WTC) from $100 per share to $87.50, citing the fact that the stock is currently trading on its lowest EBITDA multiple since its IPO nearly 10 years ago. And in commodities, Gold has slipped 0.7% to be trading a shade over US$5000 per ounce, while silver has dropped 3.2% to 80 USD ounce. Crude Oil has remained flat at US$64.17 per barrel.  

The ASX200 rose 161 points to 8870 (1.9%) as we wait for the next catalyst. US futures are slightly positive, but it's a big week for earnings. CBA and CSL Wednesday. Banks were firm with CBA up 0.6% and the Big Bank Basket up to $281.52 (1.0%). MQG rallied 2.4% and other financials also doing well. ZIP up 3.8% and PPM rose % after a NBIO from CGF. Insurers rose too. REITs had a much better day, GMG jumped 6.5% on data centre outlook and SCG rose 1.8%. Industrials were firm, WES up 1.4% with CAR beating expectations, and rising 9.9%. Retail bounced, although JBH failed to get the memo. ALL up 2.4% and FLT bounce 6.2% in sympathy with WEB. Tech bounced but not really that convincing, WTC up 3.6% and XRO steadied up 1.4% with the All-Tech Index up 3.7%.Resources saw money flood back in, BHP up 2.3% and FMG rallied 2.6% with gold miners better. NEM up 6.5% and NST rallying 3.6%. Lithium becalmed but copper and base metals did ok. SFR up 4.4% with ILU running hot. Uranium too glowing on US AI spend, LOT up 10.6% and DYL rallying 8.2% with coal also a merry old soul. In corporate news, WEB rallied hard as the company clarified the Spanish Inquisition. Up 18.6%. No one expected that. BVS also doing well on a guidance update, rallying 29.4%. SEK took a $356m impairment against its Zhaopin business in China. ARG slightly higher after a profit of $130.8m in the first half, and lifted its fully franked interim dividend to a record 18.5c.In economic news, locally Household spending fell by 0.4% in December in nominal terms. The PBoC injected a total of 600bn yuan via a 14-day repurchase agreement late last week, ending a two-month hiatus.Bitcoin up to $71716.Asian markets flying on Japanese election result. Japan up 4.3%. New record high. China up 1.4% and HK up 1.6%US futures - Dow up 60 and Nasdaq up 48. Superbowl dominating.10-year yields firms to 4.86%.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

SBS Finance Editor Ricardo Gonçalves speaks with Lochlan Halloway from Morningstar to go through all the factors that has triggered a sell-off on the sharemarket, including an ongoing technology sector rout, along with a look at the local reporting season; plus Peter McGuire from Trading.com looks at Bitcoin's sliding value.

SBS Finance Editor Ricardo Gonçalves speaks with Lochlan Halloway from Morningstar to go through all the factors that has triggered a sell-off on the sharemarket, including an ongoing technology sector rout, along with a look at the local reporting season; plus Peter McGuire from Trading.com looks at Bitcoin's sliding value.

The ASX200 eased 0.4 % (≈ 39 points) after three days of gains, led by a 3 % fall in materials as silver plunged 14 % and gold slipped 2 %. Tech stocks stayed weak, extending a seventh‑month decline, while BHP fell 4 % letting CBA retake the top spot. Look ahead to ECB and BOE rate holds, US oil inventory data and earnings from Amazon, Barrick, Bristol-Myers Squibb and Estée Lauder. 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 ASX200 nudged up about 0.8 per cent after a choppy session, driven by US markets rallying on President Trump’s withdrawal of European tariff threats and a surprise boost in Australian employment. 65,200 jobs were added in December, lifting the market’s view of a February rate rise to roughly 60 per cent. Materials and tech led the losers, while energy, financials and miners showed gains. Looking ahead, the RBA’s Feb 3 meeting, US PCE inflation data and the Bank of Japan’s rate decision are set to shape market direction. 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 organisation advising $1.9 trillion worth of super money has set the stage for 2026…and this is likely to have ripple effects across all ASX200 companies. OpenAI is testing ads inside ChatGPT, as it looks for a clearer path to making serious money. Porsche has suffered its worst sales drop since 2009 after its reliance on demand from China is tested. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

The ASX200 fell about 0.3% to close 29 points lower after a five day rally, hit by mixed Chinese data that met growth targets but showed weakening retail and property trends. Materials and energy stocks lifted modestly, while banks and tech fell. Upcoming events include US MLK holiday, European futures, Australian jobs data and key earnings releases. 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 ASX200 rose about half a percent to just above 8,900, its best week in four months, driven by financials and consumer discretionary while tech and utilities slipped. Energy fell after oil prices dropped on eased US-Iran tension. Top gainers were Catalyst Metals and DroneShield. Look out for Aussie jobs, RBA meeting and US inflation data 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.

The ASX200 logged a fourth consecutive day of gains, up about 1.5% this week and 1.6% month‑to‑date, while the materials sector led with an 8% YTD rise and a 1% daily boost. Tech slipped 2.2% and Aussie Broadband fell 4.5%. BHP rallied 8% as its gap with CBA closed, and lithium miners surged, highlighted by Liontown’s 42% YTD jump. Looking ahead, US earnings, job‑less‑claims data, manufacturing figures and dividend‑paying ETFs will shape market sentiment. 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 ASX200 barely moved, up 0.7 points and still near a two‑month high, about 3.3 % below last year’s record. Materials hit a fresh all‑time high (+0.9 %), while energy rose 2.3 % on oil gains. Financials fell 1.7 % led by CBA. Softer US inflation leaves the Fed likely to hold rates, with its decision and major US bank earnings later this week, and Australian jobs data due Thursday. 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 ASX200 was up about 0.7 % by early afternoon, led by a 2 % jump in the materials sector which hit a record high as gold and silver surged to fresh peaks. Financials and real estate added modest gains while energy and consumer staples slipped. US indexes closed at record levels, reinforcing global optimism. Upcoming focus includes US inflation data, the Fed’s Jan 28 rate decision, the start of earnings season and Australian job‑vacancy 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 ASX200 lifted about half of one percent in afternoon trade today, with the market up roughly three‑quarters of one percent at its peak. US equities posted a 1.8 % YTD gain and new‑record highs, while gold miners such as Newmont and Remelius rose over five percent on firm metal prices. Consumer discretionary led sector gains, up more than two percent, as the market looks ahead to February’s Australian earnings reports and the US inflation releases and earnings season that could shape momentum. 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 Mark Gardner from MPC Markets about whether investors should be happy with the near 7% return on the ASX200 this year and what the key investment themes for 2026 will likely be.

問：根據SBS與坎培拉大學的報告，澳洲廣東話族群的「歸屬感」與「社群參與度」呈現什麼樣的矛盾現象？ 答：報告顯示，澳洲廣東話族群視澳洲為家的歸屬感極高（79%），高於一般澳洲民眾（76%）及普通話族群（66%）。然而，在社群參與度方面（如分享政治看法、簽署請願書、接觸議員等），廣東話族群卻是所有受訪語言群體中最低的（49%），形成「視此為家卻不願參與」的矛盾現象 。問：語言自信心如何影響廣東話族群與普通話族群在澳洲的政治影響力？ 答：廣東話族群（特別是香港人）往往帶有「英語尊卑階級觀念」，認為自己英語有口音或不夠流利而選擇退縮或藏拙 。相反，普通話族群較少有這種語言包袱，即使英語能力未必較佳，仍傾向認為「我不懂英文沒問題，你不懂中文是你的問題」，這種自信使其公民參與率（70%）遠高於廣東話族群 。問：除了語言因素外，還有什麼原因導致海外港人對當地公共事務較為冷感？ 答：部分原因源於對財政影響的考量，認為澳洲本土政治議題「燒不到自己那疊錢」。更重要的因素是香港政治環境的寒蟬效應延伸至海外，許多港人因擔憂「紅線」或人身安全，即使身在海外也避免參與敏感或公開的集會活動，導致即使私下討論熱烈，公開參與度卻極低 。問：澳洲亞裔在爭取社會影響力時，面臨哪些結構性的「竹天花板」挑戰？答：儘管歸屬感提高，非白人族群在澳洲權力核心的代表性仍然嚴重不足。澳洲人權委員會報告指出，在聯邦議會及ASX200大企業高層中，亞裔及非歐裔背景的代表比例極低 。要打破這種權力結構，可能需要數代人的時間積累，單靠一代人的專業人士成就難以直接轉化為政治影響力 。問：對於資源有限的離散港人社群，建議採取什麼方式來提升社群能見度？ 答：不應只著眼於宏大的政治參與，而應從「公民社會」的微小處著手。每個人可利用自身技能（如烹飪、IT技能等）貢獻社區，或參與非政治性的鄰里互助與慈善活動 。參考台灣移民在澳洲透過慈善晚宴和基金會捐款的方式，即使行事低調，也能有效提升族群在當地主流社會的能見度與正面形象 。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

The ASX200 slipped about 0.2% for a third straight session, leaving the week down roughly 1.3%. Materials led gains, up 1.6% driven by Liontown (+12%) and IGO, while gold rose 4% on strong prices. Energy fell 1.4% as oil hit a five‑year low. US job growth slowed and unemployment hit 4.6%, trimming market expectations for an early Fed rate cut. Upcoming data includes US crude inventories, US jobs and retail figures, plus Australian population and national‑account releases, and AGMs for ANZ and Elders. 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 ASX200 closed down 0.4% for a second straight session, led by energy off 2.3% and tech off 2.5% for a seventh day. DroneShield surged 22% after winning a €50 million European contract, while Orica rose 2.5% on strong explosives demand. Investors look ahead to US retail, jobs, manufacturing and inflation data, plus upcoming dividend payouts. 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 ASX200 fell 62 points, about 0.7%, its worst day in three weeks. The materials sector led losses, down 2.2% on dropping copper and iron ore prices and weaker Chinese data, with BHP and Rio pulling the market down. DroneShield bucked the trend, up roughly 10.5%. Investors now focus on US manufacturing, jobs and inflation releases, upcoming Fed speeches and the RBA’s Brad Jones address later today. 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 ASX200 edged lower, about 0.1% down, marking a 0.6% weekly decline. The RBA left rates unchanged and the US Fed decides tomorrow, keeping markets cautious. Materials rose 1.3% while tech fell 1.5% and financials slipped 0.4%. Silver hit $60/oz and gold gained, lifting their sub‑indexes. Investors watch the Fed announcement, Australian Job Standard data and China’s upcoming policy meeting. 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 ASX200 slipped about 0.5 % to under 8 600 points, with every sector in the red. Tech off 1.3 %, mining down 0.5 % and energy down 1 % after oil fell. The RBA left rates unchanged, shifting market focus to a 2026 hike. Look out for Thursday’s jobs numbers, January CPI and US Fed cut, plus quarterly ASX index rebalance. 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 ASX200 opened flat, slipping about 0.1 % as investors await the RBA’s rate decision and the Fed’s expected cut. Mining and energy retreated after last week’s gains, while telecom led the market up 1 %. China’s export data and upcoming policy meeting add further focus, and lithium miners remain a bright spot. 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 ASX200 barely moved, up only five points, after September quarter GDP showed 0.4 % growth versus the expected 0.7 %. The modest rebound faded as investors eyed US data. November ADP jobs, industrial production and the Fed’s December dot plot. Plus, the RBA’s 2026 rate outlook. Energy and health lagged, while iron ore miners slipped on Vale’s demand downgrade. 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.

Steve and Laura report a modest rise in the ASX200, buoyed by energy and mining gains, while other sectors lagged. US markets have been relatively weak, yet commodity prices pushed Australian shares higher, with oil and gold hitting fresh highs. Look out for tomorrow’s Australian Q3 growth figures and a big US earnings cycle that could test the rally. 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 ASX200 was down about 0.6% as US futures pointed to a softer start, with the Nasdaq futures dropping around 0.75% and the Dow about 0.5%. Energy shares were the only sector in the green, up roughly 0.5%, while health, financials, tech and real estate all fell. An ASX technical glitch halted 80 stocks, most notably Metcash, which slid 9.2%. Investors will watch the Wednesday update on three‑month Aussie growth, US jobs and inflation data, and the Fed decision due on 10‑11 December. 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 ASX200 closed essentially flat, down only three points, after a volatile November that saw the index fall about three percent for the month but climb 2.4 percent this week, snapping a four‑week losing streak. Rate‑cut hopes were dented by hotter‑than‑expected inflation, while sector performance was mixed. Tech, finance and property fell, but healthcare, consumer staples and WiseTech rose. Upcoming drivers include the OPEC+ meeting, Black Friday sales and Australian economic data on building approvals and September‑quarter growth. 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.

ASX200 was flat after a 0.4% rise early, keeping a 2.3% weekly gain and ending a four week losing streak. Tech stocks outperformed, up about 2%, while energy fell 1.3% on oil price drops ahead of the OPEC meeting. With US markets closed for Thanksgiving, focus shifts to European cues and the upcoming Black Friday Cyber Monday retail surge. 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 ASX200 closed up about 0.7%, marking three consecutive days of gains and a weekly rise of roughly 2.2% after last week’s 2.5% slump. Hotter‑than‑expected inflation (headline 3.8%, core 3.3%) pushed RBA rate‑cut odds down to 24% for May. Materials, health and consumer stocks led the upswing while tech, telcos and utilities fell. Zip jumped 7% and DroneShield 8% after a European defence contract; Temple & Webster slumped 33% on a weak trading update. Looking ahead, US inflation, jobless claims and durable‑goods data, plus the RBNZ, UK budget and Beige Book, will shape market sentiment. 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 ASX200 jumped 1.3% on Monday, snapping a week of declines and lifting the index to within 6.5% of its October record high. Tech and industrial stocks led the rise, while energy fell as oil slipped. Notable moves included Qube soaring 19.5% on a $11.6 bn Macquarie offer and DroneShield edging higher despite a steep MTD loss. Investors will watch Wednesday’s inflation print, the US Fed rate decision on 10 Dec, and a busy roster of AGMs later in 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 ASX200 jumped 1.3% on Thursday, its best day in weeks, driven by a strong recovery in global stocks and NVIDIA’s better‑than‑expected earnings and upbeat revenue guidance, which lifted Australian tech shares about 2.4%. Energy and utilities fell modestly, while materials and real‑estate rose. Looking ahead, the market will watch US September jobs data and the Fed’s December rate‑cut odds, plus a busy roster of AGMs and an RBA Assistant Governor address. 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.

Australian shares slipped around 0.3% to a six month low as the ASX200 continues its recent decline while US markets fell for a fourth day and await key jobs data. Investors eye NVIDIA’s earnings as a catalyst. Energy and property trusts rose but the big banks fell 1-2%. Upcoming UK/EU inflation, US oil inventories and RBA commentary add 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 advice.See omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with David Lane from Ord Minnett about why the ASX200 had its second worst day of the year as $60bn is wiped off the value of the local sharemarket; plus Angelica Waite discusses the rise of scams ahead of Black Friday with the ACCC's Catriona Lowe.

Australia’s ASX200 fell about 2 % to a five month low, the worst single‑day drop since April. Tech stocks led the sell‑off, down roughly 6 % amid US AI worries and pending NVIDIA results. Lithium miners and James Hardie bucked the trend, while the RBA kept rates at 3.6 % and markets priced a 40 % chance of a cut next May. Upcoming US data and earnings keep outlook uncertain. 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 ASX200 slipped to a four‑month trough early on 17 Nov but recovered to finish flat, up two points, ending a streak of four losing days. Markets are wary ahead of NVIDIA's earnings and US rate‑cut uncertainty, while hotter Aussie jobs data and weak Chinese numbers pressure sentiment. Energy and tech lead gains; look out for NVIDIA results, RBA minutes and FED minutes this week. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX200 closed about 0.6 % lower on Thursday, slipping to a three‑and‑a‑half‑month low after October jobs data dented hopes of an RBA rate cut. The market also reacted to the US House passing a spending bill and a rally, while materials and health made modest gains and tech and real estate fell. Investors now eye December RBA decision, US CPI release and earnings. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX200 slipped just over 0.1 % as about 40 % of stocks fell. CBA dropped about 3 % after a 6.5 % plunge yesterday and tech fell 3.3 %. Mineral Resources surged over 9 % on a US$765 m POSCO lithium deal, while Liontown rose 6 % and Life360 was the worst performer. Markets watch October jobs data, the next RBA meeting, ANZ’s ex‑dividend and US oil inventories, with oil at US$61 a barrel. 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 ASX200 slipped about a tenth of a percent, held back by a 6 % drop in CBA which erased roughly 50 points. Materials led the market, with gold miners up after a 3 % jump in spot gold and lithium miners gaining on demand expectations. The US government shutdown appears near its end, easing concerns ahead of the Fed’s December rate‑cut decision. Upcoming events include RBA assistant governor Brad Jones speaking, several AGM releases and ResMed trading ex‑dividend. 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.