Afleveringen
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The S&P 500 reached new record highs despite a mixed market performance. President Trump has announced plans to impose tariffs on autos, pharmaceuticals, and chips, raising concerns among Fed officials about inflation. European shares saw their biggest daily drop of 2025 on tariff fears, while UK inflation jumped to a higher-than-expected 3% in January. In corporate news, Apple unveiled a low-cost iPhone with AI capabilities, and Microsoft shares climbed after introducing its first quantum computing chip. Meanwhile, oil prices rose on supply concerns, and gold hit a fresh record high. Looking ahead, Aussie shares are set to dip after Rio Tinto reported its smallest profit in five years, and jobs data will be in focus as the Aussie dollar weakens.
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The Aussie market suffered its third consecutive decline, with financial and energy stocks leading the losses. The financial sector, in particular, posted its worst drop of the year, driven by NAB’s disappointing quarterly report and CBA trading ex-dividend. Meanwhile, mineral resources plummeted over 20% after swinging to a major loss and cutting its iron ore guidance, while Santos slashed its dividend following a dip in profits. Looking ahead, investors are eyeing key jobs data and a massive reporting day featuring Rio Tinto, Telstra, and Wesfarmers, among others.
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Zijn er afleveringen die ontbreken?
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US investors return from a public holiday with a cautious mindset, yet optimism remains for equities, as investors expect them to be the best-performing asset class in 2025. In corporate news, Intel shares surged the most since 2023 on speculation of a potential breakup, while SuperMicro extended its rally after issuing a bullish forecast. In contrast, Medtronic fell as quarterly sales missed expectations. Australian stocks are in focus as NAB, Santos, and Rio Tinto prepare to release earnings today. Meanwhile, oil prices climbed on discussions of an OPEC production delay, and gold gained amid uncertainty surrounding potential Trump-era tariffs. Elsewhere, the RBNZ is expected to deliver another 50 basis point rate cut, while in Australia, the ASX 200 is set to slip on Wednesday, and the Aussie dollar remains flat following yesterday’s rate cut.
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Interest rates have been cut today and the market’s reaction was mixed. Laura and Stevie unpack this volatility and the uncertainty in investor sentiment following statements from the RBA that muddy expectations around further rate decisions. The interest rate sensitive sectors today took a hit, and there was a barrage of earnings results out today including Baby Bunting and Challenger.
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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The Presidents’ Day public holiday has Wall Street offline yet it ended higher in afternoon trade. In Europe, stocks hit record highs, with defense stocks surging amid ongoing geopolitical tensions. In commodities, oil prices lifted on speculation that OPEC may delay planned output hikes, while gold gained on a softer U.S. dollar. Meanwhile, iron ore slid as supply fears eased following cyclone concerns, putting iron miners on track for their weakest results since 2019. Closer to home, BHP is set to report its half-year results, with investors watching closely for insights into the mining giant’s performance. Looking ahead, Aussie shares are expected to open higher on Tuesday ahead of the RBA’s interest rate decision, while the Aussie dollar has climbed to a two-month high against the greenback.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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The market has fallen today but this is following four straight days of improvements. Laura and Stevie reflect on today’s session and discuss the imminent interest rate decision. They discuss the likelihood of a rate cut and the impact that either outcome could have on the market, and look at the performance of each of the sectors with some of the biggest ones being weights on the market. They talk through the stocks that moved the most including Bendigo Bank and A2 Milk, and they look to the week ahead.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Wall Street had a mixed finish last week, with the broader market remaining flat while technology stocks led gains despite rising concerns over export controls. Better-than-expected earnings provided support, helping stocks notch weekly improvements. In company news, Airbnb shares surged after delivering a stronger-than-expected outlook, while Applied Materials fell on a downbeat forecast. Looking ahead, the ASX200 is set to open lower on Monday, pulling back from record highs. Investors will be focused on Tuesday’s interest rate decision from the RBA, along with earnings reports from A2 Milk, BlueScope Steel, and GPT Group.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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To conclude what has been a huge week of earnings results Laura joins us this afternoon solo to chat through a day that has exceeded expectations with another record high. She reflects on the session and looks at the US market performance overnight amid further talks of tariffs. The sectors have mostly seen rises with consumer staples leading those gains, and Laura looks to the stocks which moved the most including Sigma Healthcare and Mirvac Group.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Technology stocks are leading the market higher despite ongoing inflation concerns, with Nvidia rising on strong chip demand and Apple shares gaining ahead of a new product launch on February 19. US bond yields have dropped after producer price data signaled easing inflation, while MGM Resorts saw its biggest jump since 2020. Meanwhile, AppLovin is emerging as a potential rival to TikTok. In commodities, oil steadied after paring losses on tariff hopes, but iron ore declined due to Indian tax concerns. Gold, on the other hand, rose in response to Trump’s tariff plans. Looking ahead, Aussie shares are expected to open higher on Friday ahead of key earnings reports from Cochlear and Mirvac.
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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The market hit a record high today but softened as the session went on only just finishing in positive territory. Laura and Steve reflect on the recent market performance and the attention that US inflation data took overnight ahead of the upcoming RBA meeting. The sectors saw mixed performance with materials keeping things afloat, earnings reports continue to be the focus with IAG shares taking a significant hit today, and they look to the companies still yet to report in the coming days.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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Wall Street slipped as investors reacted to the latest inflation figures, with Treasury yields seeing their biggest jump since December following Jerome Powell’s testimony. The Consumer Price Index revealed a significant rise in food prices, particularly eggs, adding to inflation concerns. Energy stocks slipped amid an inventory build, while CVS Health soared after its fourth-quarter profit signalled improvement. Gilead Sciences also gained on strong earnings, but Kraft Heinz fell short of expectations. Meanwhile, DoorDash shares jumped on an upbeat outlook, and iron ore prices rebounded due to supply concerns in Australia. Looking ahead, Domain Group is set to report earnings today, while Aussie shares are expected to open higher ahead of Treasury Wine Estates' results. The Aussie dollar is also recovering after US consumer prices rose more than anticipated.
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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The market gained momentum in afternoon trade today after a largely flat start, with most of the gains driven by just a few stocks. Performance was mixed across the sectors, but the banking sector led the charge and ultimately helped us to finish in positive territory. Laura and Stevie reflect on the session and talk through the stocks that saw the largest moves with Computershare and Evolution Mining gaining attention. They discuss earnings results for a number of companies and look to the day ahead.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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US inflation data looms as a key market test, while ongoing tariff discussions add to uncertainty. The US dollar held onto losses as Powell signalled patience on rate cuts. In corporate news, an AI partnership between Apple and Alibaba lifted Apple’s shares, while Coca-Cola’s earnings beat expectations, driven by higher prices. DuPont also posted strong results. Across the Atlantic, European stocks hit fresh record highs. Meanwhile, growth concerns weighed on metal prices, while oil climbed on supply worries. Looking ahead, Aussie shares are set to open lower on Wednesday, with focus shifting to Commonwealth Bank’s earnings, which are expected to show strong results.
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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The Aussie market struggled to hold onto gains today, with mixed earnings reports and ongoing tariff concerns shaping investor sentiment. CSL dragged the healthcare sector down due to weak flu vaccine sales and underwhelming earnings, while Nine Entertainment surged on optimism about the advertising market. Gold stocks shone as investors sought safe havens amid uncertainty, while industrials and tech performed well.
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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Wall Street showed signs of recovery after a volatile week, with tech stocks leading the gains. US steel and aluminum shares climbed as investors reacted to fresh tariffs announced by President Trump. Meanwhile, McDonald's reported stronger international sales, boosting investor confidence. In Europe, markets hit record highs, driven by gains in the FTSE. Oil prices continued to climb despite lingering trade war concerns, while gold soared past $2,900 amid renewed tariff threats. Aluminium also reached a three-week high on fresh US import tariffs. Looking ahead, Aussie shares are expected to rise on Tuesday, with CLS and SGH earnings in focus and the Aussie dollar is also showing slight gains against the US dollar.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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The Aussie market started the week with a slight dip, narrowing early losses but still weighed down by ongoing uncertainty around tariffs. Reporting season is now in full swing, with major companies revealing their latest earnings. Market volatility remains high, particularly for sectors like tech and telecom, with WiseTech dropping on fresh controversies and lithium miner Pilbara sliding on weak commodity prices. Looking ahead, key earnings reports from heavyweights like CSL, Macquarie, and CBA will dominate the week, alongside economic updates on consumer and business confidence.
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.
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Wall Street closed the week under pressure, with the Dow Jones snapping a three-week winning streak. Declining consumer confidence weighed on sentiment, while rising inflation expectations pushed interest rates higher, adding to market concerns. Meanwhile, in Australia, earnings season gained momentum, with retailers taking center stage. JB Hi-Fi’s latest earnings report drew investor attention. Commodity markets benefited from a weaker US dollar, lifting oil, gold, and copper prices. Looking ahead, the ASX is expected to start the week lower, while the Aussie dollar holds onto its weekly gains.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
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The market didn’t quite make it to that record high today and the week has finished with a slight decline. Laura and Stevie reflect on this ‘very interesting week’ which started with some significant losses but ultimately levelled out as the week went on. The sectors saw mixed performance with utilities and healthcare seeing losses, and consumer staples and tech among the winners. Dominos have made headlines today with investors boosting them into a winning position, and Collins Foods also gained attention.
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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Wall Street continued to consolidate as investors awaited key employment reports, while trade war concerns eased despite ongoing threats from President Trump. In corporate news, Ralph Lauren surged the most in a year following an upbeat outlook, while Tapestry shares soared as Coach exceeded expectations. Philip Morris hit record highs, driven by strong demand for its Zyn nicotine pouches, while Honeywell shares fell amid activist pressure for a breakup. U.S. banks also reached new record highs. Across the Atlantic, the Bank of England cut interest rates, pushing UK shares to record levels. Meanwhile, ArcelorMittal posted its biggest jump since 2020 on strong earnings. In commodities, oil prices declined in choppy trade, gold's record rally paused, and iron ore rose due to concerns over Australian supply. Looking ahead, Aussie shares are expected to ease from record highs on Friday, while the Aussie dollar continues to climb as the U.S. dollar moderates.
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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Laura is back with Stevie again today on a day where the market has seen its best performance in around three weeks recovering from the recent market volatility. They reflect on the local market with the energy sector being the only one to see declines, discuss the stocks that saw the largest moves including Newscorp and Star Entertainment Group. Gold prices continue to grow amid the market uncertainty and Laura and Stevie look at what to expect in the days ahead.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.
See omnystudio.com/listener for privacy information.
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