CommSec Market Update
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
AM 16 Oct 26: Can Wall Street shake its AI jitters?
AI stocks remained under pressure overnight as concerns around the sector weighed on confidence, although Wall Street recovered from earlier losses. US bond yields also fell sharply, but what's behind the drop? The ASX is poised for a stronger open after weaker-than-expected jobs data eased expectations of another near-term RBA rate hike. Plus, why new research suggests AI may struggle to outperfo
PM 15 Oct 26: November rate hike?
The Australian share market closed nearly flat Thursday after a volatile session marked by weak employment data. Mining stocks slumped while financials rallied, offsetting losses. Market focus shifted to interest rate expectations, with weaker-than-expected job numbers reducing bets on further RBA hikes this year. Upcoming inflation data and US earnings remain key catalysts for direction ahead. St
AM 15 Oct 26: Wall Street tumbles as US inflation climbs
Wall Street tumbled overnight as hotter-than-expected US inflation fuelled expectations of further Federal Reserve rate hikes, while heavyweight AI and chip stocks extended their losses. The ASX is also under pressure after yesterday's decline, but what could the latest developments on Wall Street mean for local trading today? Plus, why concerns are growing over the debt levels of companies financ
PM 14 Oct 26: Investors await US earnings and inflation data
The Australian share market fell for the first time this week as investors grappled with rising global bond yields, renewed interest rate concerns, and elevated oil prices. Financials and materials led declines, though energy stocks found support. Key catalysts ahead include tonight's US inflation data and tomorrow's local jobs report, both critical ahead of upcoming central bank decisions. Steve
AM 14 Oct 26: How will Wall Street respond to earnings season?
Wall Street wavered overnight as US earnings season got underway, with mixed results from major banks and another sell-off in chip stocks weighing on sentiment. The ASX is poised for a weaker open after a flat session yesterday, but how will the latest developments on Wall Street affect local trading? Plus, a closer look at which sectors have been driving the Australian share market this year and
PM 13 Oct 26: Tech trouble shakes the ASX
The Australian share market finished almost unchanged on Tuesday as investors rotated defensively away from technology into financials and utilities. A sharp selloff in Asian chipmakers weighed on local tech stocks, while materials weakened despite recent gains. The RBA's board minutes reiterated an inflation focus ahead of Thursday's crucial jobs data, with rate hike expectations still priced in
AM 13 Oct 26: Wall Street wavers as tech stocks falter
Wall Street struggled overnight as a sell-off in chipmakers weighed on tech stocks, while escalating tensions in the Middle East pushed oil prices to near two-week highs. But what could all this mean for the ASX today, following its strongest close in two weeks? Plus, why Australia's recent rebound in home construction still falls short of the government's housing targets. Join James Gruber, Equit
PM 12 Oct 26: Best day in over a week for ASX
The Australian share market rebounded on Monday with its best day in over a week, driven by strong gains in banking and mining stocks. Financials and materials each rose more than one and a half percent, offsetting weakness in telcos and real estate. A busy week ahead features US earnings season, RBA minutes, September jobs data, and US inflation figures. Steve Daghlian and Laura Besarati are Mark
AM 12 Oct 26: Will jobs, inflation and earnings move markets?
Wall Street finished higher on Friday as tech stocks rebounded and investors turned their attention to a big week of economic data and corporate earnings. The ASX is poised for a positive open after recording its second consecutive weekly gain, but could upcoming Australian jobs figures, US inflation data and the start of US earnings season shake up markets? Plus, why oil prices remain elevated de
PM 09 Oct 26: Key tests for market ahead
The Australian share market finished Friday with modest gains, pushing into positive territory for a second consecutive week. Tech and consumer discretionary stocks led the rally, while defensive sectors like utilities and property trusts also improved. Key upcoming catalysts include Australian jobs data, US inflation figures, and major corporate earnings reports next week. Steve Daghlian and Laur
AM 09 Oct 26: Oil soars. What’s behind the latest spike?
Oil prices surged overnight, but what’s behind the latest spike? Wall Street retreated as a sell-off in heavyweight tech and chip stocks added to the pressure from rising oil prices, while the ASX is poised for a slightly stronger open. Plus, why more Australians are making voluntary contributions to their superannuation. Join James Tao, Equity Market Commentator and Gillian Bowen, Head of M
PM 08 Oct 26: Banks and miners weigh on ASX
The Australian share market fell for a second consecutive session as materials and financial stocks led declines. The ASX 200 faced headwinds from weak iron ore sales negotiations with Chinese buyers and banking sector pressure. European debt concerns and US interest rate signals added to market caution. Energy stocks provided support on oil price gains amid geopolitical tensions. Key inflation da
AM 08 Oct 26: ASX under pressure as Wall Street retreats
Fresh details from the Federal Reserve have revealed what drove last month’s US interest rate hike, but what could they mean for rates from here? Wall Street’s record-breaking run came to an end as investors reassessed the outlook for interest rates and energy costs, with the ASX poised to follow with a weaker open. Plus, why one of the biggest media deals in recent history could resha
PM 07 Oct 26: ASX ends winning streak
The Australian share market ended Wednesday slightly lower after a mixed session, with banks and materials weighing on performance despite gains in healthcare and property. Key movers included uranium miners, tech stocks, and dividend payers, while offshore markets hit record highs. US earnings season approaches this week. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each epis
AM 07 Oct 26: Another milestone beckons for Nvidia
Wall Street climbed to fresh record highs overnight, but which companies are driving the rally? Megacap and AI-related stocks were among the standouts as Treasury yields eased and investors looked ahead to the upcoming US earnings season, while the Aussie market is set to open flat. Plus, why Australian mortgage holders are proving resilient despite higher interest rates and falling property price
PM 06 Oct 26: ASX up, consumer confidence plummets
The Australian share market continues its upward trajectory for a third consecutive session, buoyed by strong US leads and solid performance from miners and banks. However, consumer confidence surveys reveal deepening concerns about employment prospects and rising living costs. Tech stocks remain under pressure locally, while property shares rebound. Key developments include a trading halt on Dick
AM 06 Oct 26: Wall Street breaks records again. Why?
Wall Street climbed to fresh record highs overnight, but what is driving the rally? Last week’s softer-than-expected US jobs report has eased expectations of another Federal Reserve rate hike this month, helping lift tech and AI-related stocks, while the ASX is poised to follow with a positive open. Plus, why Nike’s struggles are a reminder that even the world’s biggest brands ca
PM 05 Oct 26: ASX ekes out gain in light holiday trade
The Australian share market opened with modest gains on Monday but faded through the session, finishing nearly flat as a long weekend holiday dampened trading volumes. Healthcare stocks led the way with several notable corporate deals, while semiconductor stocks benefited from US strength. Investors remain cautious as they digest recent bond market volatility and higher interest rates across multi
AM 05 Oct 26: ASX set to follow Wall Street’s gains
Wall Street advanced on Friday after weaker-than-expected US jobs data eased expectations of another Federal Reserve rate hike this month. The ASX is poised to follow with a positive open as trading gets underway despite public holidays in some states, while oil prices eased after G7 countries agreed to release supplies from emergency reserves. Plus, why easing inflation doesn’t necessarily
PM 02 OCT 26: ASX recovers from worst day in months
The Australian share market recovered on Friday, climbing back into positive territory for the week after Thursday's worst session in nearly seven months. Tech stocks surged while most sectors improved, though property continued to struggle amid rising bond yields. Investors digested mixed inflation data, ongoing geopolitical tensions, and the RBA's fourth rate hike of the year, with focus now tur
AM 02 Oct 26: ASX set to rise after rough start to the month
The ASX is poised to rebound after a rough start to October, which saw the market suffer its worst session in almost seven months amid a global bond sell-off. Wall Street was relatively steady overnight as easing US bond yields helped offset concerns around a sharp rise in oil prices, while most metals fell as the US dollar strengthened. Plus, why electric vehicle sales are surging in Australia. J
PM 01 OCT 26: Worst day in almost 7 months for ASX
The Australian share market fell sharply on Thursday, posting its worst day in nearly seven months as broad based losses swept across all eleven sectors. Persistent concerns about higher interest rates and global tensions weighed on investor sentiment, despite mixed overnight leads from Wall Street. Key economic data and central bank decisions loom ahead this month. Steve Daghlian and Laura Besara
AM 01 Oct 26: ASX set to fall on first day of new month
Wall Street was mostly lower overnight despite softer-than-expected US inflation data reducing expectations of another Federal Reserve rate hike this month, while longer-term bond yields continued to climb. The ASX is poised for a weaker open after yesterday posting its best session in eight weeks as cooler Australian inflation eased expectations of another near-term RBA hike. Plus, why Australia&
PM 30 SEP 26: ASX surges on cooler inflation data
The Australian share market rallied strongly on Wednesday after softer-than-expected inflation data eased concerns about future rate hikes. The ASX 200 enjoyed its best day in eight weeks, with property trusts and consumer discretionary stocks leading gains. Property giant Lendlease surged after announcing an asset sale, while defence and mining stocks showed mixed performance. Markets now pricing
AM 30 Sep 26: Wall Street steadies as focus turns to inflation
Wall Street was relatively steady overnight as gains in AI-related stocks helped offset pressure from rising long-term bond yields, while oil prices retreated on signs of improving Middle East supply. The ASX is poised to edge lower as attention turns to today’s Australian inflation figures and what they could mean for interest rates following yesterday’s RBA hike. Plus, why the upcomi
PM 29 Sep 26: RBA hikes, more ahead?
The Australian share market edged higher as the RBA raised the cash rate to its highest level in 15 years, with the decision unanimously backed by board members. The tech sector led gains, while property stocks struggled. Household spending data showed consumer caution, setting the stage for critical inflation figures due tomorrow. Steve Daghlian and Laura Besarati are Market Analysts at CommSec.
AM 29 Sep 26: RBA decision day
Wall Street fell overnight as rising oil prices fuelled inflation concerns and pushed US bond yields higher, after the US rejected a proposed peace plan from Iran. The ASX is poised for a modestly stronger open ahead of today’s RBA rate decision, with markets overwhelmingly expecting another rate hike. Plus, why many investors may be struggling to keep pace with the broader share market this
PM 28 Sep 26: Caution ahead of likely RBA rate hike?
The Australian share market edged slightly higher Monday as investors await tomorrow's crucial RBA rate decision, with all economists expecting a fourth hike this year. Financials led gains while materials declined, offsetting broader momentum. Trade tensions eased slightly following US-China tariff cuts, though geopolitical risks persist. Key catalysts ahead include the RBA statement, inflation d
AM 28 Sep 26: Key week for rates, ASX to open flat
A key week for interest rates is underway with markets pricing in a more than 90% chance of an RBA rate hike tomorrow as investors also await fresh inflation figures. The ASX is poised for a flat open after four consecutive weeks of losses, while Wall Street ended last week higher as AI-related tech stocks rallied and oil prices eased. Plus, why the recent surge in Australian bond yields is attrac
PM 25 Sep 26: Markets brace for rate hike
The Australian share market declined for a second consecutive session Friday, ending a turbulent week as investors brace for the Reserve Bank's widely anticipated interest rate decision Tuesday. With inflation remaining elevated and geopolitical tensions simmering, the broader mood reflects caution ahead of the central bank announcement and key economic data releases expected next week. Steve Dagh
AM 25 Sep 26: ASX set to fall, oil prices back in focus
Oil prices surged overnight after a Houthi missile attack on Saudi Arabia revived concerns about supply disruptions, while rising US bond yields kept Wall Street subdued. The ASX is poised to open modestly lower as investors look ahead to next week’s RBA rate decision. Plus, why natural diamond prices have fallen to their lowest levels this century. Join James Gruber, Equity Market Strategis
PM 24 Sep 26: ASX reacts to higher unemployment
The Australian share market fell for the first time this week as unemployment unexpectedly rose to its highest level in five years. Mixed employment data sparked investor caution ahead of the Reserve Bank's rate decision next Tuesday. Energy stocks rallied on oil price gains, but materials and financials weighed on the index. Key upcoming catalysts include US jobless claims and dividend payouts fr
AM 24 Sep 26: Wall Street tumbles as bond yields surge
Wall Street tumbled overnight as surging US bond yields, stronger economic data and renewed inflation concerns weighed on investors. Oil also climbed back above US$100 a barrel after Iran’s President vowed not to surrender to US pressure, while the ASX is poised for a sharp fall at the open. Plus, why government bonds aren’t always the risk-free assets they’re often considered to
PM 23 Sep 26: Market holds breath ahead of jobs data
The Australian share market edged marginally higher on Wednesday as investors held their breath ahead of tomorrow's crucial jobs data. While copper prices hit record levels, supporting miners and dividends, most sectors struggled with bank weakness and mixed US leads offsetting gains. Key catalyst: Australia's employment figures tomorrow.Steve Daghlian and Laura Besarati are Market Analysts at Com
AM 23 Sep 26: Nasdaq hits fresh record as oil drops below $100
The Nasdaq hit a fresh record high overnight as chipmakers and other AI-related stocks rallied, while hopes of diplomatic progress between the US and Iran pushed oil below US$100 a barrel. The ASX is poised for a modestly stronger open, with tech stocks likely to benefit from Wall Street’s AI rally. Plus, why a wave of major AI listings could dwarf decades of tech IPOs. Join James Gruber, Eq
PM 22 Sep 26: Lithium surge steals market spotlight
The Australian share market finished Tuesday with modest gains as technology stocks led the way following overnight US strength. Energy stocks struggled amid falling oil prices, while select winners including a lithium miner surged on acquisition news. Upcoming economic data and RBA interest rate decisions remain key focal points for investors this week.Steve Daghlian is a Market Analyst at CommSe
AM 22 Sep 26: Wall Street rallies as oil prices plunge
Wall Street rallied to start the week as hopes of diplomatic progress in the Middle East sent oil prices tumbling and US bond yields eased from recent highs. The ASX is poised to follow with a stronger open, while investors look ahead to key Australian jobs data and next week’s RBA rate decision. Plus, why concerns around private credit are weighing on some Australian companies. Join James G
PM 21 Sep 26: ASX treads water as rate hike looms
The ASX 200 traded flat on Monday as cautious sentiment prevailed following three weeks of declines. Energy stocks recovered from early losses as oil prices stabilized, while financials and healthcare provided support. Ramelius led gainers on upgraded production forecasts, but Perpetual plunged after rejecting a takeover bid. The week ahead focuses on RBA rate decision, US China talks, and jobs da
AM 21 Sep 26: ASX set to fall ahead of jobs figures this week
The ASX is set for a weaker start to the week as investors look ahead to key Australian employment figures and what they could mean for next week’s RBA rate decision. Wall Street mostly gained on Friday as oil prices eased, although rising bond yields kept interest rate concerns in focus. Plus, CommSec welcomes a familiar face back to the team. Join James Gruber, Equity Market Strategist, an
PM 18 Sep 26: Huge week ahead - $12.5B payday meets rate hike countdown
The Australian share market closed slightly lower on Friday as mining stocks and gold miners provided support amid broader weakness. With Middle East tensions persisting and inflation concerns elevated, markets are pricing in a potential rate hike at the Reserve Bank's late September meeting. Over twelve and a half billion dollars in dividends are set to be paid next week as investors digest upcom
AM 18 Sep 26: Wall Street rebounds as rates remain in focus
Wall Street rebounded overnight as easing oil prices and bond yields helped investors move beyond the Federal Reserve’s latest interest rate hike. The ASX is poised for a stronger open, while attention turns to RBA Governor Michele Bullock and other officials appearing before a parliamentary committee today. Plus, why expectations for Australian interest rates have shifted sharply in just a
PM 17 Sep 26: Bank gains keep ASX positive
The Australian share market edged higher on Thursday as gains from the big four banks offset weakness in mining and energy. US markets fell overnight following the Federal Reserve's first rate hike in years, with further increases flagged. Gold miners struggled while defence stocks surged. Key catalysts loom including the Bank of Japan decision and the Reserve Bank's September meeting. Steve Daghl
AM 17 Sep 26: The Federal Reserve raises rates by 25 bps
The US Federal Reserve raised interest rates by 25 basis points overnight, with signals of at least one more hike this year sending Wall Street mostly lower. The ASX is poised to follow with a sharp fall at the open, while oil prices retreated on easing concerns about Middle East supply disruptions. Plus, why some investors are starting to see better value in Australian bonds compared with shares.
PM 16 Sep 26: Markets brace for US rate decision
The Australian share market edged higher in afternoon trade, lifted by a surge in energy stocks as oil prices climbed to four-month highs amid supply concerns. Materials also bounced back after days of decline, though financials and consumer staples weighed on sentiment. Investors remain cautious ahead of tonight's critical US interest rate decision, with significant market catalysts expected in c
AM 16 Sep 26: US stocks slide as oil surges, bond yields jump
Oil prices surged again overnight as fresh disruptions to Middle East supplies fuelled inflation concerns and pushed US bond yields higher, sending Wall Street lower. The ASX is poised to buck the trend with a stronger open, with energy stocks likely to benefit from higher crude prices. Plus, why a key economic indicator suggests US bond yields could have further to rise. James Gruber, Equity Mark
PM 15 Sep 26: ASX slumps to 3-month low
The Australian share market fell sharply on Tuesday, tracking weakness across materials and financials as investors awaited major central bank decisions. China's soft domestic demand data pressured commodity stocks, while global bond yields reached multi-year highs. Key catalysts ahead include the US Federal Reserve decision and RBA rate call later this month. Laura Besarati is a Market Analy
AM 15 Sep 26: AI stocks send US share markets lower
AI stocks led Wall Street lower overnight after top industry executives raised safety concerns and called for a slowdown in the development of the technology. The ASX is poised to open slightly lower as oil prices remain elevated and most commodities retreat. Plus, why slowing AI development could spell trouble for the heavily indebted firms powering the boom. James Gruber, Equity Market Strategis
PM 14 Sep 26: Cautious start to a busy week
The Australian share market finished almost flat on Monday as investors held their breath ahead of a crucial US interest rate decision later this week. Oil prices surged again on Middle East tensions, intensifying inflation concerns and raising the prospect of rate hikes both domestically and abroad. Key RBA speakers and central bank meetings dominate the agenda. Laura Besarati is a Market Analyst
AM 14 Sep 26: ASX set to rise ahead of big week for central banks
A big week for central banks is underway, with markets increasingly expecting the US Federal Reserve to raise interest rates after the latest inflation figures. Wall Street still finished higher on Friday as oil prices retreated, while the ASX is poised for a slightly stronger open. Plus, a closer look at where Australian government spending increased over the past financial year. Join James Grube
PM 11 Sep 26: Second worst week of the year for ASX
The Australian share market endured its second worst week of the year, falling for four straight days as geopolitical tensions, surging oil prices, and rising bond yields weighed heavily on sentiment. Materials and energy stocks were particularly hard hit, while financials provided some offset. Key catalysts ahead include US inflation data tonight, Fed and RBA rate decisions next week, and major C
AM 11 Sep 26: ASX to extend losses as oil soars
Oil prices surged above US$107 a barrel overnight as escalating attacks on shipping fuelled fears of further supply disruptions, pushing bond yields higher and global share markets lower. The ASX is poised to extend yesterday’s losses with another sharp fall at the open. Plus, why all eyes are on the US Treasury Secretary as tensions build in the American bond market. Join James Gruber, Equi
PM 10 Sep 26: ASX posts worst day in 3 months
The Australian share market fell to its worst level in three months as Middle East tensions drove oil prices higher and spooked investors globally. All 11 sectors declined, with materials and financials leading losses. Gold miners and tech stocks bucked the trend with individual company wins, while upcoming US inflation data and central bank decisions loom as key catalysts this month. Laura Besara
AM 10 Sep 26: Oil surges above $100 a barrel
Escalating tensions in the Middle East rattled global markets overnight after US and Iranian attacks on tankers pushed oil above US$100 a barrel for the first time since late July. Wall Street fell as inflation concerns sent bond yields higher, with the ASX poised to follow with a sharp drop at the open. Plus, what the US bond market is signalling about the path for interest rates. James Gruber, E
PM 09 Sep 26: ASX slides on rising tensions
The Australian share market extended declines for a second consecutive session as Middle East tensions escalate and oil prices surge toward key levels. Energy and materials stocks provided support, while financials and healthcare weighted on the index. Key economic data and central bank decisions loom large in coming weeks. Laura Besarati is a Market Analysts at CommSec. Each episode, she bre
AM 09 Sep 26: ASX poised to open higher, Wall Street drops
Wall Street returned from the long weekend on the back foot as escalating tensions in the Middle East pushed oil prices closer to US$100 a barrel and reignited inflation concerns. The ASX is poised to buck the trend with a slightly stronger open after yesterday’s sharp fall. Plus, why Australian shopping centres continue to thrive despite the rise of online retail. James Gruber, Equity Marke
PM 08 Sep 26: ASX Slides To Six Week Low
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 b
AM 08 Sep 26: ASX set to slip as oil reaches six-week highs
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.
PM 07 Sep 26: ASX flat as RBA speeches loom
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 C
AM 07 Sep 26: ASX set to open steady after Wall Street drops
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,
PM 04 Sep 26: A bumpy start to September
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
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
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
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
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
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
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
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
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
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
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
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
PM 27 Aug 26: Rate Hike Fears Weigh on ASX
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 inves
AM 27 Aug 26: Breaking News: Nvidia results just out
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
PM 26 Aug 26: Nvidia Results ahead
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 Wo
AM 26 Aug 26: ASX to gain ahead of big results day
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
PM 25 Aug 26: Best day in three weeks for ASX
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 econo
AM 25 Aug 26: ASX set to rise, Iran sanctions revealed
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 a
PM 24 Aug 26: Mining Stocks keep ASX Positive
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
AM 24 Aug 26: ASX set to open stronger, more earnings ahead
The ASX is set for a stronger open as another big week of company results gets underway and August reporting season enters its final stretch. Wall Street closed higher on Friday but finished the week lower as investors weighed volatile bond yields and uncertainty in the Middle East, while commodity prices continued to climb following the US government’s surprise intervention in the bond mark
PM 21 Aug 26: ASX dips ahead of earnings bonanza
The Australian share market retreated for a second consecutive week as a deluge of earnings results and softer employment data weighed on sentiment. Energy stocks found support from geopolitical tensions, while financials struggled after banks flagged softer mortgage applications. Key upcoming events include Australian inflation data and US earnings from major tech firms, with another busy week of
