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CommSec Market Update

CommSec Market Update

CommSec 1532 Episodes Sep 4, 2026

Stay across key moves in the Australian and global share markets with the CommSec Market Update. Brought to you by CommSec’s expert team, join us for two, 10-minute episodes every weekday to keep your finger on the pulse. Start your morning at 7am with James Gruber and Gillian Bowen for a comprehensive analysis of overnight international moves and a look at what to expect for the day ahead. Then, once the ASX closes, join Steve Daghlian and Laura Besarati for a thorough wrap-up of the day’s trade.

Episodes

PM 04 Sep 26: A bumpy start to September
PM 04 Sep 26: A bumpy start to September Sep 4, 2026 572 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 a
AM 04 Sep 26: US stocks jump, ASX set to rise
AM 04 Sep 26: US stocks jump, ASX set to rise Sep 3, 2026 525 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
PM 03 Sep 26: ASX snaps losing streak
PM 03 Sep 26: ASX snaps losing streak Sep 3, 2026 552 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 lo
AM 03 Sep 26: ASX poised to bounce from one-month low
AM 03 Sep 26: ASX poised to bounce from one-month low Sep 2, 2026 461 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, Eq
PM 02 Sep 26: Oil surges to six week high
PM 02 Sep 26: Oil surges to six week high Sep 2, 2026 589 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'
AM 02 Sep 26: Oil prices soar, stocks tumble
AM 02 Sep 26: Oil prices soar, stocks tumble Sep 1, 2026 506 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 Comm
PM 01 Sep 26: Spring, but no bounce
PM 01 Sep 26: Spring, but no bounce Sep 1, 2026 604 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 a
AM 01 Sep 26: Oil tops $90 again, sending Wall Street lower
AM 01 Sep 26: Oil tops $90 again, sending Wall Street lower Aug 31, 2026 443 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
PM 31 Aug 26: Fifth month of gains for ASX
PM 31 Aug 26: Fifth month of gains for ASX Aug 31, 2026 554 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 d
AM 31 Aug 26: ASX set to fall after Fed Chair’s hawkish speech
AM 31 Aug 26: ASX set to fall after Fed Chair’s hawkish speech Aug 30, 2026 506 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 Marke
PM 28 Aug 26: ASX eyes fifth monthly gain
PM 28 Aug 26: ASX eyes fifth monthly gain Aug 28, 2026 573 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
AM 28 Aug 26: ASX set for positive open as Wall Street rallies
AM 28 Aug 26: ASX set for positive open as Wall Street rallies Aug 27, 2026 549 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 Mark

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