Afleveringen
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Technology stocks are driving Wall Street higher, recovering previous losses, while US bond yields hold steady following a slower-than-expected rise in inflation. Meanwhile, the US and Saudi Arabia have announced a $1 trillion trade pledge, with Nvidia and AMD set to supply chips for AI data centres in the kingdom. In commodities, oil prices are climbing amid tariff cuts, and copper has hit a six-week high following a US-China trade truce. Closer to home, Australian shares are poised to extend gains for a sixth consecutive session on Wednesday, with investors eyeing upcoming wage data. Aristocrat Leisure and CBA shares will also be in focus ahead of key trading updates.
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The Aussie share market climbed for a fifth straight session, lifted by optimism over a temporary US-China trade deal that saw both countries reduce tariffs for 90 days. Global markets surged in response, with US stocks rising sharply and Australian stocks following suit—though gains faded slightly by close. Breville and Life360 soared on positive trade implications and strong earnings, respectively. Meanwhile, consumer confidence rebounded modestly, and all eyes now turn to upcoming US inflation data and Australia’s jobs report, with a local rate cut potentially on the horizon.
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Zijn er afleveringen die ontbreken?
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Global equity markets surged as investors cheered the US-China trade deal, with the Dow Jones jumping over 1,100 points and the S&P 500 closing at its highest level since March 3rd. Technology stocks, particularly those with significant exposure to China, saw strong gains. Apple is poised to implement iPhone price hikes, while NRG Energy is betting on the future of gas with a $12 billion LS deal. Meanwhile, Treasury yields rose as the US-China trade agreement pushed investors away from safe havens, causing oil prices to climb to a two-week high amid tariff reductions. Gold, however, slumped nearly 3% as its appeal dimmed. Closer to home, Aussie shares are expected to open higher on Tuesday after hitting two-month highs. The Aussie dollar continues to slide against the US dollar, while investors keep a close eye on Life 360’s earnings update and upcoming sentiment surveys
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The Aussie market has seen further gains today as trade talks once again demand attention. Laura and Stevie reflect on this session which lost some steam as the afternoon went on but ultimately stayed in the green. With an update on trade discussions expected in the day ahead some volatility could be on the cards, they address the increase in oil prices along with the flow through to our energy sector and unpack the mixed bag across the other sectors with healthcare seeing declines.
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US stocks eased ahead of the upcoming US-China trade talks, with energy stocks leading gains in the S&P 500 after a rebound in oil prices. Pharmaceutical stocks remained under pressure amid ongoing regulatory concerns, while Tesla shares staged a notable recovery despite prior underperformance. Meanwhile, weaker-than-expected Chinese inflation data created headwinds for AXS miners, adding further uncertainty to the market. Locally, SPI futures suggest a modest gain for the ASX200, while the Aussie dollar holds steady as investors await more details on trade negotiations.
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The Australian share market ended the week flat despite a slight lift on Friday. Investors remained cautious as global trade tensions dominated headlines, with a new US-UK trade deal sparking optimism and US-China tariff talks looming over the weekend. The market’s biggest movers included tech stocks, financials, and energy shares, while materials lagged due to falling gold prices. Looking ahead, key data releases from China and Australia—including inflation, jobs, and wages—alongside major events like the RBA interest rate decision and US economic reports, are set to drive market sentiment in the week ahead.
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Northern Hemisphere investors are upbeat as the US-UK trade deal is hailed as a significant milestone, boosting the US dollar but sending US bonds lower as Trump pushes for riskier investments. Airline stocks climb as British Airways' parent plans to acquire 30 Boeing jets, while Tapestry gains on an improved outlook. Meanwhile, Krispy Kreme plunges 25% to a record low after cutting dividends. In Europe, stocks remain mixed following Trump's tariff deal with the UK. In commodities, oil rises 3% on US-China trade optimism, but gold and iron ore slip. Closer to home, Aussie shares are poised for a modest lift on Friday ahead of Macquarie Group’s earnings release.
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The Australian share market saw only modest gains on Thursday, with investor enthusiasm muted as financial stocks took the spotlight amid mixed earnings reports. Meanwhile, global attention turned to a potential US-UK trade deal teased by Donald Trump and an uneventful US Fed meeting that left interest rates unchanged but warned about the risks of tariffs. Despite weak energy prices, industrials, tech, and utilities sectors posted gains, helping the market tread water ahead of Macquarie's earnings and a Bank of England rate decision.
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Wall Street staged a late rally, lifting stocks as the Federal Reserve maintained interest rates, signalling a cautious wait-and-see stance. Meanwhile, Disney outperformed expectations with a strong earnings report, propelling its stock higher, while Alphabet's shares declined amid concerns over market share erosion and ongoing antitrust scrutiny. In commodities, oil prices slipped nearly 2% as US gasoline inventories rose, while iron ore reached a two-week high on optimism surrounding China's stimulus measures. Closer to home, the ASX 200 is poised for a flat open on Thursday as investors await ANZ’s earnings results.
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It has been a choppy session today, but the Aussie market has ultimately bounced back following stimulus news out of China. Laura and Stevie discuss this news which will encourage more money to flow through China, the falls across the US market overnight following disappointment in a lack of clarity around trade deals, and look at the performance of the sectors with three of the eleven seeing declines. More data from the major banks moved stocks, Zip attracted attention with a gain of around 10%, and Temple and Webster revealed positive news.
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US stocks fell as investors awaited key trade developments and an upcoming Federal Reserve decision. Palantir shares slumped by the most in a year following a weak sales forecast, while pharmaceutical stocks dipped after President Trump announced new tariffs. Tesla also reported a sharp decline in sales across major European markets. Still in Europe, German stocks pared losses after Frederick Merz was elected Chancellor, offering some political stability. Meanwhile, China’s services sector growth slowed to a seven-month low, raising fresh concerns about the global recovery. In commodities, oil rebounded on signs of stronger demand from Europe and China, while gold rose more than 3% as attention turned to the Fed’s next move. Closer to home, Aussie shares are expected to open lower on Wednesday, with investors eyeing NAB’s earnings results.
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The ASX200 saw a flat trading day after Monday’s sharp 1% drop, which ended a seven-day winning streak—the longest of the year. While sectors were mixed, healthcare and financials dragged, with Westpac and CBA under pressure following weaker results. In contrast, consumer discretionary led gains, and gold miners stood out as gold prices rebounded. At Macquarie’s annual conference—also dubbed "confession season"—companies like Sigma, WiseTech, and HMC Capital disappointed investors, while ComputerShare, Tabcorp, and NextDC impressed with strong updates and guidance.
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Wall Street closed lower, with the S&P 500 snapping a historic nine-day winning streak. In company news, GoDaddy posted better-than-expected earnings, while Netflix ended an eleven-session winning streak amid market reaction to Trump’s proposed tariffs on foreign films. Meanwhile, US bond yields edged higher following stronger-than-expected data from the services sector. In commodities, oil fell to a four-year low due to rising OPEC supply, while gold prices climbed ahead of the upcoming US Federal Reserve meeting. Closer to home, Aussie shares are set to fall on Tuesday after ending a seven-day winning streak.
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The recent winning streak has ended abruptly today, and Laura and Stevie reflect on this session which follows 7 straight days of gains. The energy sector has weighed on local markets amid price slumps and supply changes, and the tech sector and financials have seen declines with the big banks dragging on local markets. They discuss the recent election, Westpac’s earnings results, what to expect in the week ahead, and the stocks that caught attention including SmartPay and Qantas.
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.
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US stocks rallied on Friday after stronger-than-expected jobs growth in April boosted investor confidence. The S&P 500 rose for a ninth straight session—its longest winning streak since 2004—with all sectors finishing in the green. Communication services led the gains, driven by a 4% jump in Meta shares. Financials also advanced, with the KBW Bank Index climbing 4% over the week, while industrials were buoyed by a 3% lift in Caterpillar and 3M. In commodities, oil prices slid 1.5%, marking their biggest weekly decline since March while gold futures also eased back from record highs. Closer to home, futures suggest a positive start for the ASX 200, as investors turn their attention to the upcoming confession season.
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The winning streak has continued into a seventh straight day despite the market opening lower this morning. Laura and Stevie discuss the session, where the gains could have been attributed to hints at an ease to trade tensions, and locally 10 of 11 sectors are in positive territory with mining and energy seeing some standouts. Meta, Microsoft, Apple and Amazon results are discussed, and they discuss the big winners and losers including Zip and Clarity Pharmaceuticals.
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US stocks rose to kick off May, as Meta and Microsoft rekindled the AI trade. However, Amazon shares slipped after earnings fell short, weighed down by disappointing cloud revenue. Meanwhile, the weight-loss drug sector saw heightened competition, with CVS choosing Novo Nordisk over Eli Lilly, intensifying the price wars. European markets were closed for the Labor Day holiday, but UK shares remain on track for their best run since 2017. In commodities, oil prices climbed as President Trump threatened new sanctions on Iran, while gold dipped to a two-week low amid optimism over trade talks. The US dollar strengthened against most major currencies, and Treasury yields rose following a better-than-expected manufacturing report. Closer to home, Aussie shares are expected to fall on Friday ahead of the federal election.
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The Aussie market had a quiet start to May, trading in a tight range but holding above the key 8,100-point level. Tech stocks led gains, lifted by strong earnings from Microsoft and Meta, while data centre firms like HMC Capital and DigiCo surged on AI-related investment news. In contrast, energy and materials dragged due to falling oil prices and BHP’s decline. Looking ahead, investors are eyeing US earnings from Apple and Amazon, local retail sales, and producer price data.
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After disappointing economic growth figures, US stocks slumped in early trade, though falling long-term interest rates helped spark a late-session recovery. After hours, Microsoft shares surged on stronger-than-expected earnings, while Meta also gained following an earnings beat. In commodities, oil prices posted their sharpest monthly drop in four years, and industrial metals fell on signs of weaker Chinese manufacturing activity. Closer to home, the ASX is expected to open lower on the first day of the new month, even as the Australian dollar strengthened.
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Aussie markets wrapped up April on a high, with the ASX 200 closing in on an eight-week peak after five consecutive days of gains. Fresh inflation data showed headline and underlying inflation easing, boosting hopes for a potential interest rate cut in May. Looking ahead, investors are eyeing key US inflation numbers and earnings from tech giants like Microsoft, Meta, and Amazon, plus local updates on trade and home prices to kick off May.
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