Podcasts about market news

Mistral AI raises €3bn at a valuation of more than €21bn. The fund-raising round is among Europe's largest ever. CEO Arthur Mensch tells CNBC that the move will accelerate future growth. Oil prices are at a six-week high with Brent crude nearing the $100-mark. Market sentiment reacts with the chances of central bank tightening looming. Chinese exports in August grow by 25 per cent while Canada's counter-tariffs against the U.S. take hold.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Australian share market fell to a six-week low on Tuesday as renewed rate hike concerns rattled investors. An RBA official's comments about potential rate rises spooked markets, with all four major banks now forecasting another hike this year. Broad-based selling hit financials, tech, and consumer stocks, while energy benefited from rising oil prices. Confidence surveys showed households and businesses increasingly worried about rates and inflation.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Germany's AfD party wins a resounding election in the eastern state of Saxony-Anhalt with almost 45 per cent of the vote. Ulrich Siegmund, the candidate vying to be the state premier pledges the party will not compromise if it comes to power. Investors attempt to look beyond President Trump's threat to cut off top trading partners if the Federal Reserve fails to cut interest rates. Markets have priced in a 60 per cent chance of a rate hike in September following August's jobs data. Brent nears $100 a barrel as the U.S. and Iran engage in fire across the weekend. The U.S. military said it had targeted 3 Iranian oil tankers following missile launches at two American vessels.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week in the markets: strong US jobs data shorten the odds on a rate hike this month; shares and bonds tell a different story for now; and the mid-term election race begins in Dallas. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

The Australian share market finished flat on Monday, hovering near the psychologically important 9,000 point level after an early rally faded. Energy and materials stocks led gains, while tech underperformed. Key catalysts ahead include RBA speeches and critical US inflation data later in the week, with rate hike expectations intensifying. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Middle East tensions escalated overnight as Iran threatened energy infrastructure across the region, pushing oil prices to their highest levels in six weeks and fuelling fresh inflation concerns. The ASX is poised to edge lower after directionless trade in Europe and a public holiday in the US. Plus, why soaring commodity prices are driving a surge in Australian mineral and petroleum exploration. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

A stronger-than-expected US jobs report rattled Wall Street on Friday, fuelling expectations of another Federal Reserve rate hike and pushing bond yields higher. The ASX is poised for a steady open as attention turns to the RBA, with several officials speaking this week. Plus, besides inflation, what else is driving bond yields higher around the world? Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

A new economic order for the AI era looms over talks at the European House – Ambrosetti Forum, as policymakers and business leaders gather at Lake Como. Equities rally and yields ease, while Norway's sovereign wealth fund floats unwinding some of its Treasury holdings by roughly $80 billion. Today's U.S. jobs report has traders locked in a dead heat, with CME FedWatch futures on the fence as investors look for clues on the Federal Reserve's next policy move. And Volkswagen's board approves an overhaul that will slash 50,000 jobs and halve its vehicle line-up after a tense standoff with unions.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Australian share market finished Friday lower as investors grapple with rising interest rate expectations following stronger than expected economic growth and inflation data. The ASX 200 remains near the key nine thousand point level after declining for three of the month's four sessions. Global bond yields surging, US debt concerns, and upcoming inflation data from both the US and Australia are keeping markets on edge ahead of key central bank decisions.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Treasury yields hover near multi-year highs as investors await Friday's big jobs report for clues on the Federal Reserve's next policy move. New York Fed President John Williams tells CNBC higher yields are not a signal of market dysfunction. Traders brace for possible ‘Yen-tervention' as the dollar eases from a two-week high, raising speculation that Japanese authorities might once again intervene in the foreign exchange market. Washington secures a 'light touch' approach to AI regulation at a G20 technology gathering in North Carolina as Commerce Secretary Howard Lutnick tells CNBC any tariffs on the chip sector will be selective.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rate hike fears eased overnight after comments from Fed Governor Christopher Waller, helping send US stocks sharply higher and bond yields lower. The ASX is poised to rise at the open, while a softer US dollar helped lift most commodities. Plus, which ASX stock has been the best performer of the past decade? Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market recovered from three straight sessions of losses, closing higher on Thursday as China's services sector data exceeded expectations. Financials led gains with major banks rising strongly, while miners bounced back sharply from Wednesday's heavy selloff. Energy stocks retreated on oil price softness, and several large names traded ex-dividend. Upcoming US jobs data and local dividend payments remain key catalysts ahead.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

IIR News Intelligence

The global bond rout deepens as fears over fiscal deficits and rising inflation fuel a multi-decade high in government borrowing costs. US Treasury Secretary Scott Bessent, however, is not concerned. Oil prices continue to climb as the U.S. ramps up strikes on Iran, while Tehran retaliates with attacks on Gulf States. Volkswagen's leadership will propose ending production at four German factories from 2031 at a meeting later this week. Speaking to CNBC, chief negotiator of the IG Metall workers union accuses the carmaker of going back on past agreements. In his first appearance at the House of Commons as the U.K. Prime Minister, Andy Burnham names Margaret Thatcher and Brexit as key reasons for the country's stagnant growth.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A sense of calm returned to Wall Street overnight, with US stocks snapping a three-day losing streak as bond yields eased from recent highs. The ASX is poised to open higher following yesterday’s sharp fall, while oil prices remain elevated amid renewed fighting between the US and Iran. Plus, a closer look at the quiet bull market taking hold across agricultural commodities. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market fell for a third consecutive session, breaking below the key 9000 point level for the first time since late July. Stronger than expected economic growth data ramped up expectations for an RBA rate hike in September, while escalating Middle East tensions and a US bond market sell-off added pressure. Materials and gold stocks led declines, though energy remained the year's top performer.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

IIR News Intelligence

IIR News Intelligence

U.S. Treasury Secretary Scott Bessent downplays concerns as the global bond sell-off deepens with the U.S. 10-year treasury yield hitting a 20-month high. The G20 summit in North Carolina leaves European officials astonished at the Russian Finance Minister's attendance, but Bessent says there will be no sanction relief until the war in Ukraine is over. Shein struggles in its Hong Kong IPO, as the valuation of the fast-fashion giant falls by some three-quarters since its private market peak in 2022.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week in the markets: shares climb the bond market wall of worry as Japanese yields hit a 30 year high and Kevin Warsh turns hawkish at Jackson Hole. Read: Shares climb a bond market wall of worry Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Renewed US attacks on Iran rattled global markets overnight, sending oil prices surging and fuelling another rise in bond yields as inflation concerns intensified. Wall Street tumbled and the ASX is poised to follow with a sharp fall at the open. Plus, what Australian 10-year bond yields reaching 15-year highs could mean for investors and the economy. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market edged lower on the opening day of spring, pulling back slightly after a five month winning streak. Energy stocks led gains amid geopolitical tensions, while consumer discretionary stocks struggled as property price declines sparked concerns about household spending. Upcoming economic growth data and interest rate decisions will shape September's outlook.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market finished August mixed but on track for a fifth consecutive month of gains. Financials led while miners and tech retreated following hawkish commentary from US Fed Chair Jerome Powell at Jackson Hole, raising odds of a September rate hike. Gold prices fell sharply, pressuring the gold subsector. Key catalysts ahead include the US Fed meeting on September 16 and the RBA decision weeks later, alongside building approvals data and ongoing dividend payouts. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Renewed fighting between the US and Iran rattled global markets overnight, pushing oil back above US$90 a barrel and reigniting inflation and interest rate concerns. Wall Street finished lower as a result, with the ASX poised to follow. Plus, a closer look at new figures showing Australia’s housing downturn is deepening. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

IIR News Intelligence

The ASX is set to open lower as August reporting season wraps up, with a handful of companies still due to report today. Wall Street edged lower after Fed Chair Kevin Warsh’s hawkish speech fuelled expectations of another rate hike, pushing bond yields higher and weighing on commodities. Plus, why France is increasingly being viewed as the weak link in Europe. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Markets await U.S. Federal Reserve Chairman Kevin Warsh's debut keynote speech at the Jackon Hole Symposium later today. We hear from Cleveland and Kansas City Fed presidents Jeff Schmid and Beth Hammack about their concerns regarding U.S. consumer inflation and the interest rate path. Nvidia notches the second-largest market cap move on record – almost $500bn on the Nasdaq – pushing its share price up by almost 9 per cent following stellar quarterly results. Prospective presidential candidates in France clash in the election cycle's first debate with the centrist parties trailing both sides of the political spectrum.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Australian share market rebounded Friday after posting its worst session in three months, with the ASX 200 rising as tech stocks surged following NVIDIA's blockbuster results. Reporting season nears completion with mixed performances: Virgin Australia and Dicker Data impressed investors, while PEXA Group and Cobram Estate disappointed. Fed Chair Kevin Warsh speaks tonight at Jackson Hole, with markets watching for clues on US interest rates. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

IIR News Intelligence

Nvidia posts another quarterly earnings beat, predicting a 70 per cent surge in sales growth for 2027 and shrugs off concerns over circular financing. CEO Jensen Huang tells CNBC, A.I. growth is accelerating and finally becoming productive. CNBC hears from sources that Anthropic has struck a $45bn cloud deal with Nscale while there are reports Nvidia is set to take over Hugging Face who's platform was briefly hacked by OpenAI's rogue agent several weeks ago. As global bond market volatility continues, all focus turns to Jackson Hole, Wyoming where U.S. Federal Reserve Chairman Kevin Warsh will deliver his debut keynote speech to the symposium later today. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The ASX is set to edge higher as August reporting season winds down, with another round of company results due today. Wall Street rallied overnight after Nvidia’s latest results reinforced confidence in the AI boom and fuelled a surge in tech stocks. Plus, the controversy surrounding a hedge fund legend who used AI to write an op-ed for The Wall Street Journal. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market posted its largest fall in nearly three months as household spending data sparked expectations of potential interest rate hikes. Strong consumer spending, particularly on discretionary items, raised concerns about inflation persistence, with markets now pricing in elevated odds of RBA action. Key earnings results, including NVIDIA's record outlook, also influenced investor sentiment across local sectors. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

IIR News Intelligence

Nvidia earnings are in focus as the AI giant hopes to prove the bears wrong about its $500bn AI financing push. There are expectations of a 100 per cent quarterly surge for the company. OpenAI's chief of data centres, Chris Malone, has quit the company to become the third high-profile departure this month as IPO speculations abounds. Canada imposes tariffs on up $20bn of U.S. goods, escalating the trade war between the two neighbours. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Australian share market gave back early gains on Wednesday as inflation data disappointed expectations. While headline inflation eased, underlying measures remained sticky and well above the Reserve Bank's target, prompting a market reassessment of rate hike odds. Earnings season continued with mixed results across consumer, technology and energy stocks, while strong showings from retailers Woolworths and Lovisa offset broader sector weakness. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Nvidia has delivered its highly anticipated results, beating expectations on both its quarterly result and forecast, although shares slipped in after-hours trade. The ASX is poised to open slightly lower after a steady session on Wall Street, with another busy day of local company results ahead. Plus, a closer look at how key global climate indicators continue to deteriorate. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

IIR News Intelligence

U.S. Treasury Secretary Scott Bessent has warned of secondary sanctions on any third parties attempting business with the Islamic regime, including China. Bessent also insists the Treasury's auction schedule would continue apace even amid the department's buybacks. Germany's finance minister Lars Klingbeil has blamed the global spike in bond yields on the conflict in the Gulf. In crypto news, Bitcoin surges past $80,000 for the first time since mid-May on the back of increased inflows of spot Bitcoin ETFs.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The ASX is set for a stronger open ahead of another busy day of company results and the latest Australian inflation figures. Wall Street gained overnight as investors took a closer look at the new US sanctions on Iran, sending oil prices and bond yields sharply lower as inflation concerns eased. Plus, why the S&P 500’s dividend yield has fallen to its lowest level on record. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market delivered its strongest session in three weeks, with gains across most sectors led by technology and consumer staples. Energy stocks tracked lower oil prices, while supermarket giant Coles and defence contractor Electro Optics Systems featured among notable movers. With inflation data and earnings from major retailers expected tomorrow, investors remain focused on economic signals ahead of the RBA's September decision. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

U.S. futures dip ahead of Nvidia earnings and U.S. Federal Reserve Chairman Kevin Warsh's debut speech at this week's Jackson Hole Symposium. Both events could have significant impacts on how markets trade for the rest of the year. U.S. Treasury Secretary Scott Bessent vows to impose crippling new sanctions on Iran and any ‘enabling' countries ahead of a widely anticipated press conference later today. Nordic and Baltic national leaders pledge continued military and financial support for Ukraine as the country marks Independence Day. UK Prime Minister Andy Burnham is also due to travel to Kyiv today – his first international visit as leader.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week in the markets: the US hogs the headlines in the last week of the holidays, with tariffs, the Iran war, inflation and rising bond yields in focus. Plus, Nvidia’s results shine a late spotlight on the AI boom. And gold and bitcoin return to favour. Read: US in focus as our summer break winds up Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

The ASX is set to edge higher as another busy day of company earnings gets underway, with Coles, Woodside and Scentre Group among those reporting. A stern warning from the US for countries with trade ties to Iran has put geopolitical tensions back in focus, but what has it meant for Wall Street and global oil prices? Plus, the latest RBA meeting minutes and a fresh read on US consumer confidence are due today. Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Australian share market rebounded on Monday after two weeks of declines, with the ASX 200 rising as the mining sector led gains on a weaker US dollar and rising commodity prices. Key earnings results from healthcare, energy, and retail stocks delivered mixed outcomes, while inflation data and NVIDIA results loom as major catalysts this week. Steve Daghlian is a Market Analyst at CommSec. Each episode, he breaks down the day's market movements and explains what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Treasury yields have rebounded despite yesterday's buyback intervention relief from U.S. Treasury Secretary Scott Bessent. In an exclusive interview, Bessent told CNBC he is prepared to increase the operation beyond $4bn. The bond sell-off has impacted the equities markets which closed deep into negative territory at the end of Thursday's sessions. European futures are flat following a down week on the Continent. In crypto news, Bitcoin surpasses the $70,000-mark, adding approximately 20 per cent this week. We hear from Coinbase CEO Brian Armstrong who says the sector is now set for another bull market. And in banking news, Italy's Monte dei Paschi offers a double takeover of Banco BPM and Banco Generali. If approved, the deal would be valued at close to €70bn and would trump Intesa's own takeover bid.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There's some relief in the global government bonds market thanks to U.S. Treasury pledges to double buybacks for longer term bills. President Trump resumes criticism of the Federal Reserve for high interest rates amid rising debt burdens. Trump also escalates the economic pressure on Iran, threatening any third-party country doing business with the Islamic Republic and preparing to significantly increase sanctions on the country. ECB President Christine Lagarde says U.S. moves away from the global economic order are having a negative impact on eurozone growth. She urged policy makers not repeat the mistakes of the dotcom boom in today's A.I. era. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The global rout in bonds eases somewhat but yields on sovereign debt remain at highs not seen for decades. Investors now turn their attention to UK inflation data and last month's FOMC minutes. Equities also sell off Stateside and in Asia, especially in chip stocks, while European futures are firmly in the red. Chinese humanoid developer Unitree sees its shares balloon by more than 600 per cent on its Shanghai market debut as China showcases its ambitions for its national robotics industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Trump threatens to bomb ally Oman should it impede efforts to re-open the Strait of Hormuz following yesterday's expiration of the MOU with Tehran with no immediate signs of diplomatic efforts from both sides. Brent moves to beyond $90 a barrel as a result while equities and bonds suffer losses. The U.S. 30-year T-bill surges to its highest level since 2007. The ECB has warned U.S. Big Tech stocks are due a correction and the euro zone's households, insurers and pension funds are all vulnerable to any potential pull-back.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

European futures are set to start in the green after snapping a four-week winning streak. Investors are anticipating UK employment and inflation data, flash PMIs and the latest FOMC meeting minutes later this week. The U.S.-Iran MOU expires later today with the impasse forcing President Trump to concede Americans will have to contend with higher fuel prices. Heatwaves cause wildfires in Belgium while the level of the Rhine in Germany falls to a new record low. Berkshire Hathaway increases its stake in Alphabet. The tech giant is now its third-largest holding. Form 13F filings in the U.S. reveal a big tech ‘tug-of-war' among institutional investors. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.