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
PM 10 Jul 26: ASX snaps four-day losing streak
The Australian share market recovered Friday, snapping a four-day losing streak with gains led by miners and financials rebounding on positive US tech sentiment. Gold miners also bounced from week lows, though lithium stocks remain under pressure amid supply concerns. Investors should watch US inflation data and major bank earnings next week, plus China's economic data affecting local commodity pr
AM 10 Jul 26: Tech surge powers Wall Street rally
Technology shares drove Wall Street higher overnight as investors looked past renewed tensions between the US and Iran to focus on strong demand for AI chips. Oil prices fell despite the latest tit-for-tat strikes, while the Australian share market is poised to edge higher at the open. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Marke
PM 09 Jul 26: Fourth straight fall for ASX
The ASX 200 declined for the fourth consecutive session as escalating US Iran tensions in the Middle East weighed on investor sentiment. Energy stocks emerged as the standout performer, while defensive sectors including consumer staples, telcos and utilities provided some support. Gold miners faced headwinds from falling commodity prices, and travel stocks underperformed. FDC Consolidated debuted
AM 09 Jul 26: Trump declares Iran peace deal is over
Oil prices soared after Trump declared the Iran peace deal was over, sending overseas stocks and bonds lower and raising the prospect of a weaker start for the ASX. Plus, a closer look at the beaten-up sectors local investors have been buying lately. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLi
PM 08 Jul 26: Third day of declines for ASX
The Australian share market recovered from early losses to finish Wednesday nearly flat, marking a third consecutive session of declines. Energy stocks led gains as oil prices climbed following Middle East developments, while financial stocks rebounded into positive territory. Telstra dragged the telecommunications sector lower following a major network outage, and tech stocks faced pressure from
AM 08 Jul 26: Chipmakers nosedive, dragging US markets lower
Semiconductor stocks tumbled overnight, dragging US markets lower after disappointing earnings from Samsung and fresh concerns over Chinese AI chip developments rattled investors. Oil prices climbed as tensions in the Middle East escalated, while the Australian share market is poised to open lower. Plus, a look at the little-known company that's quietly become Japan's largest listed stock. James G
PM 07 Jul 26: Mining rout beats bank rally to pull ASX down 0.3%
The Australian share market fell for a second consecutive day as materials and energy stocks declined on softer commodity prices. WiseTech rebounded sharply following leadership changes, while NetWealth surged on Morgan Stanley partnership news. US futures pointed to a positive open tonight, with the Dow Jones setting fresh records. Key catalysts ahead include US employment data and RBA commentary
AM 07 Jul 26: Chipmakers send Wall Street higher
US chipmakers rebounded overnight, helping lift Wall Street ahead of the start of the big tech earnings season. Meanwhile, Saudi Arabia has slashed its main oil price to a rare discount as the market continues to slide. Plus, what's in store for the Australian share market today? James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News
PM 06 Jul 26: Quiet start to the week for ASX
The ASX 200 edged lower on Monday in a subdued session as markets digested a strong finish to the prior week. Energy stocks held gains despite softer oil, while healthcare and tech outperformed. Gold miners dominated headlines with a surprise takeover bid, though materials and lithium stocks faced selling pressure. Key catalysts ahead include US Federal Reserve minutes and the start of earnings se
AM 06 Jul 26: ASX set to fall despite US futures gains
US earnings season is about to ramp up, while the Australian share market is poised to open lower despite a positive finish on Friday. Plus, a closer look at the US dollar and what's driving its recent moves. 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
PM 03 Jul 26: Strongest session in 3 weeks for ASX
The ASX 200 delivered its strongest session in three weeks, driven by surging mining stocks and bank gains following weaker US jobs data. Gold miners lead the charge as the US dollar eased, while the broader market benefited from shifting rate expectations. Upcoming earnings season and company earnings updates loom as key catalysts for July trading. Steve Daghlian is a Market Analysts at CommSec.
AM 03 Jul 26: Tech sell-off hits Wall Street, ASX set to rise
The Australian share market is poised to open higher despite a mixed session on Wall Street, where semiconductor stocks led technology shares lower. The US dollar also slipped following a key US jobs report, while attention now turns to the local trading day. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key n
PM 02 Jul 26: Banks bounce back on ASX
The Australian share market recovered from heavy early losses to end nearly flat on Thursday as financials rebounded strongly following Wednesday's selloff. Locally, banks led gains while healthcare stocks posted modest improvements. Energy and utilities slid on softer commodity prices, though gold miners found some support. Key dividend payments from major financial institutions and upcoming US e
AM 02 Jul 26: US markets dip, ASX set to fall
US markets retreated overnight as technology stocks, particularly semiconductors, came under selling pressure. Oil prices fell sharply on optimism around Iran peace talks, while the Australian share market is poised to open lower after a soft start to the new financial year. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page
PM 01 Jul 26: Rocky start to July for ASX
The ASX 200 fell on Wednesday as the new financial year began on a soft footing. Property price declines across major cities pressured the banking sector, whilst mining stocks found support from copper's strength. A mixed session saw winners including South32 and Perpetual, offset by losses in healthcare and financials after a challenging year. Steve Daghlian is a Market Analysts at CommSec. Each
AM 01 Jul 26: Tech shines, hoisting Wall Street higher
Technology shares drove Wall Street higher overnight, with the major US indices posting their strongest quarter in six years. So how might the Australian share market fare on the opening day of the new financial year? Plus, a closer look at why bond markets remain in the doldrums. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market New
PM 30 Jun 26: Stocks slip to finish the financial year
The Australian share market closed slightly lower on the final day of the financial year, weighed by mining and gold stocks despite strong US overnight gains. Over the full year, local stocks underperformed US markets, with composition differences and AI sector exposure cited as key factors. Key upcoming catalysts include property data, major bank dividends, and US employment figures.Steve Daghlia
AM 30 Jun 26: Tech rebound lifts US markets
Technology shares rebounded overnight, helping lift US markets, while commodity prices were mixed after the US and Iran halted hostilities. So what’s in store for the Australian share market today on the final day of the financial year? James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYo
PM 29 Jun 26: Market claws back lost ground
The ASX 200 recovered ground on Monday following last week's losses, rising half a percent on a choppy session marked by Middle East tensions. Tech stocks led the rebound after significant declines, while defensive sectors stabilised. Property and utility stocks declined due to ex-dividend trading. Major catalysts this week include US jobs data Thursday and significant dividend payouts from leadin
AM 29 Jun 26: ASX set to gain as Iran war intensifies
With the financial year drawing to a close, investors are weighing what it could mean for markets. Wall Street has slipped as tech stocks remain under pressure, plus the latest uncertainty from the intensifying war in the Middle East. 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&nbs
PM 26 Jun 26: ASX lifted by resources
The ASX 200 finished Friday with a modest gain, driven by a strong rebound in mining and energy stocks after a tough week. Gold miners led the charge following an improvement in precious metal prices, while defensive sectors like utilities and consumer staples also gained. Tech stocks and healthcare retreated on profit taking. Key catalysts ahead include US jobs data, dividend payments from major
AM 26 Jun 26: Tech drags down Wall Street, ASX set to rise
Technology giants weighed on Wall Street overnight, with every Magnificent Seven stock finishing lower. The Australian share market is still poised to open higher as commodities rebounded following softer-than-expected US inflation. Plus, a warning about scammers targeting investors and what you need to know to help protect yourself. Join James Gruber, Equity Market Strategist, and Gillian Bowen,
PM 25 Jun 26: Five losses in six days
The ASX 200 fell as resource stocks and financials dragged the market lower, extending a losing streak that has wiped out recent gains. A strong US dollar pressured commodity prices and gold miners, while mixed employment data reduced expectations for near-term interest rate increases. Banks also retreated, with Judo Capital among notable fallers. Defensive healthcare stocks provided some support
AM 25 Jun 26: Soaring US dollar hammers commodities
The US dollar climbed to a 13-month high overnight, putting pressure on commodities and the Australian dollar. US stocks were muted despite further weakness in technology shares and what's in store for the Australian share market today? James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeT
PM 24 Jun 26: Market posts first gain in a week
The Australian share market ended a four-day losing streak Wednesday as investors digested mixed inflation data. While headline inflation cooled, underlying measures remained elevated, keeping the Reserve Bank on alert ahead of August. Tech stocks led gains despite US semiconductor weakness, while energy and mining lagged on commodity pressures. Employment data and Micron earnings loom as key cata
AM 24 Jun 26: Tech stocks sink US markets, ASX set to rise
Technology stocks dragged US markets overnight, although the Australian share market is poised for a modest gain at the open. Meanwhile, a stronger US dollar weighed on commodities and pushed the Australian dollar lower. Plus, why Japan has been one of the standout markets of 2026 and what's driven its success over the past decade. James Gruber, Equity Market Strategist at CommSec takes you throug
PM 23 Jun 26: Eventful session for ASX ahead of inflation data
The Australian share market extended its four-day losing streak, finishing lower as investors weighed mixed signals from Middle East tensions and upcoming economic data. Tech stocks declined sharply, while financials provided support. Inflation and jobs data due this week are key catalysts for the Reserve Bank's interest rate outlook.Steve Daghlian is a Market Analysts at CommSec. Each episode, he
AM 23 Jun 26: Wall Street falls on tech slide
Technology shares slid overnight, dragging major US indices lower amid growing concerns over AI-related spending. Oil prices tumbled on signs of progress in Iran peace talks, while attention now turns to what's in store for the Australian share market today. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:Ins
PM 22 Jun 26: Market slips for a third day
The Australian share market declined slightly on Monday, tracking towards a third consecutive day of losses. Tech stocks led declines following WiseTech's sharp fall, while energy remained volatile amid Middle East tensions. Key upcoming catalysts include May inflation data on Wednesday and employment figures on Thursday, both crucial for Reserve Bank considerations. Steve Daghlian is a Market Ana
AM 22 Jun 26: ASX set to fall as Iran peace deal teeters
Fresh uncertainty over global oil supplies has emerged after Iran said it has closed the Strait of Hormuz. At the same time, the US President is threatening new attacks even as fragile peace talks continue. So how will investors react when markets reopen after the weekend? Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through
PM 19 Jun 26: Worst day in 2 weeks for ASX
The ASX 200 fell on Friday, marking the largest decline of the week after a strong four-day winning streak. Materials stocks led losses as the Federal Reserve signalled potential rate hikes later this year, weighing on commodities and the Aussie dollar. Inflation data and employment figures next week will be key market drivers, while a quarterly index rebalance on Monday may create trading opportu
AM 19 Jun 26: Wall Street rebounds, will the ASX follow?
Although short-lived, oil prices touched their lowest level since the war began, while Wall Street rebounded overnight. So what role are semiconductor stocks playing in the recovery, and what could it mean for the Australian share market today? 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 o
PM 18 Jun 26: Aussie market breaks its winning streak
The Australian share market retreated on Thursday, ending a four-day winning streak as investors took profits and digested overnight developments. A US-Iran interim deal sparked mixed reactions, while concerns over China's property market pressured resource stocks. Healthcare and consumer staples provided defensive support, though energy and materials sectors led declines. US futures point higher
AM 18 Jun 26: Fed jolt sinks US stocks and bonds
All eyes were on the US Federal Reserve overnight, with signals of a potential rate hike later this year sending stocks and bonds lower. Oil prices rebounded amid uncertainty around an Iran peace deal, so what’s in store for the Australian share market today? James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:I
PM 17 Jun 26: Aussie Market hits 5 week high
The ASX 200 recovered from early losses to close slightly higher, extending a remarkable four-day rally. Gold miners led gains as prices rose for a third consecutive day, while energy stocks slumped on falling oil prices following US-Iran deal optimism. The Reserve Bank's unanimous decision to hold rates provided support, with markets now approaching key psychological levels. Steve Daghlian is a M
AM 17 Jun 26: Oil tumbles, ASX set to ease
Investor optimism around a US-Iran peace deal saw the Dow Jones touch a record high overnight, although the broader US market was mixed. Oil prices continued to tumble, and what's in store for the Australian share market following the RBA's interest rate decision yesterday? James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepa
PM 16 Jun 26: ASX catches its breath after RBA decision
The Australian share market paused Tuesday after posting near four-week highs, with the ASX 200 essentially flat despite record closes on Wall Street. The Reserve Bank kept rates steady in a widely expected decision, providing relief to struggling retailers and households. Meanwhile, energy stocks rebounded from Monday's sharp falls as markets weighed geopolitical developments and mixed economic d
AM 16 Jun 26: Dow hits record on US-Iran peace deal
Investor optimism continued to build overnight as the Dow Jones reached a record high following the US-Iran peace deal, while oil prices slumped to a three-month low. So, can the Australian share market extend its recent gains after climbing to an eight-week high? Plus, all eyes are on the RBA as it hands down its latest interest rate decision. James Gruber, Equity Market Strategist at CommSec tak
PM 15 Jun 26: ASX rallies on US-Iran deal news
The ASX 200 climbed on Monday as markets reacted positively to news of a US-Iran interim deal, with expectations for reopened shipping routes easing energy concerns. Gold miners surged while energy stocks retreated on lower oil prices. The week ahead features key central bank decisions, including the RBA rate decision and the Federal Reserve's meeting under new leadership. Steve Daghlian is a Mark
AM 15 Jun 26: Stocks rise on Iran peace deal optimism
*UPDATE: Since recording this episode, the US President and mediators announced that the US and Iran have reached a peace deal, including the end of military operations.* Investor optimism lifted stocks and sent oil prices lower on hopes of an Iran peace deal, though doubts are growing by the hour over whether a US-Iran agreement will be announced today. So how might markets react? Plus, a closer
PM 12 Jun 26: Best day in 2 months for ASX
The Australian share market rallied strongly on Friday, delivering its best day in more than two months as Middle East peace developments boosted investor sentiment. Materials and gold miners led gains, while energy stocks retreated on softer commodity prices. Next week brings four major central bank meetings, including the RBA on Tuesday, plus key Chinese economic data. Steve Daghlian is a Market
AM 12 Jun 26: ASX set to climb on Wall Street rally
Investor optimism returned overnight as stocks surged on fresh claims that a peace deal could be imminent. Crude oil prices also plunged on cancelled military strikes, while the Aussie share market is poised for a strong open following Wall Street’s rally. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the ke
PM 11 Jun 26: Stocks slip again as tensions rise
The Australian share market fell for the fourth time in five days as Middle East tensions and mixed US inflation data created uncertainty. While miners recovered and energy rallied, financials and tech weighed heavily. The ASX 200 remains well below February's record high, with upcoming ECB decisions and US jobless claims data set to influence sentiment. Steve Daghlian is a Market Analyst at CommS
AM 11 Jun 26: Stocks sink on renewed Middle East tensions
The ASX is poised to open lower today as investors react to renewed tensions in the Middle East, which sent share markets lower overnight. Oil prices rose while most other commodities fell, plus a closer look at why gold has become the asset of choice for central banks around the world. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this pod
PM 10 Jun 26: ASX snaps three-day losing streak
The Australian share market closed marginally higher on Wednesday as investors navigated Middle East tensions and growing expectations of US interest rate hikes. Mining and energy stocks fell on commodity weakness, while defensive sectors like consumer staples and utilities gained ground. Key upcoming catalysts include US inflation data and domestic updates on inflation expectations and retail per
AM 10 Jun 26: Wall Street hit by tech rout
US stocks fell overnight after a sell-off in technology shares and rising tensions between the US and Iran. Oil prices have fallen to seven-week lows, while a Dutch chipmaker has overtaken its rivals to become Europe's most valuable company ever. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distribute
PM 09 Jun 26: Aussie stocks slide for a third straight session
The Australian share market fell for a third consecutive session as investors caught up with heavy US and Asian losses. A stronger than expected US jobs report sparked concerns about interest rate hikes, weighing on commodities and mining stocks. Energy and materials sectors led declines, though defensive areas and some banks offered support. Key events to watch this week include corporate briefin
AM 09 Jun 26: ASX set to rise after long weekend
US stocks recovered after Friday’s sharp sell-off, with the Australian share market set to open higher. Investors are now looking ahead to a busy week featuring a closely watched IPO and key economic data from the US and Europe. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Austral
PM 05 Jun 26: A second straight heavy loss for the ASX
Australian stocks fell for a second consecutive day as mining and energy sectors declined sharply. The ASX 200 shed value despite US strength, with geopolitical tensions and iron ore supply concerns weighing on major miners. Healthcare emerged as the day's bright spot. Investors await US jobs data and key retailer strategy updates next week. Steve Daghlian is a Market Analyst at CommSec. Each epis
AM 05 Jun 26: ASX to rise as Dow reaches record highs
The Australian share market is expected to open higher on Friday following overnight ceasefire developments in the Middle East. US markets were mixed, with the Dow Jones reaching record levels while technology shares fell after Broadcom disappointed investors. Plus, what's behind the recent tumble in iron ore prices? James Gruber, Equity Market Strategist at CommSec takes you through all the key n
PM 04 Jun 26: ASX slides as miners tumble
The Australian share market fell sharply on Thursday as US weakness and geopolitical tensions weighed on investor sentiment. Mining stocks posted their largest decline in weeks, while energy benefited from Middle East developments. The session erased Wednesday's gains and pushed the year's performance slightly into negative territory, though some standout performers like Treasury Wine Estates gain
AM 04 Jun 26: Oil surges, stocks fall on renewed Iran fighting
Fresh fighting between the US and Iran has pushed oil prices higher and sent global share markets lower, with renewed tensions rattling investor sentiment overnight. The ASX is set to open lower, while attention will also turn to RBA Governor Michele Bullock as she appears before a Senate committee today. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The
PM 03 Jun 26: ASX Hits Four-Week High
The Australian share market rose for the first time this week, climbing to near four-week highs after softer economic growth data suggested interest rate pressures may ease. Energy and mining stocks led gains, with copper continuing its strong run. Uranium miners surged on international supply news, while retail stocks retreated on spending concerns. US markets hit record highs overnight, providin
AM 03 Jun 26: Tech shares drive S&P 500 to record high
AI optimism continued to fuel markets overnight, with the S&P 500 reaching a fresh record high and commodity prices moving higher. Plus, the remarkable profit margins behind Nvidia's dominance of the AI boom and the company its CEO believes could be the next trillion-dollar tech giant. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this
PM 02 Jun 26: ASX Inches Lower
The Australian share market finished flat on Tuesday as investors navigated conflicting signals from US and Iran peace talks. Tech stocks surged to four month highs, while mining giant BHP set fresh records. However, retailers faced pressure following a minimum wage increase decision. Markets await Wednesday's GDP figures and other key economic updates this week. Laura Besarati is a Market Analyst
AM 02 Jun 26: Nvidia surge sparks Wall Street rally
Conflicting signals around the Iran war have sent both stocks and oil prices higher, while major AI developments put a rocket under tech shares. Plus, why an activist investor has taken a significant stake in Northern Star Resources and what it could mean for the gold miner. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prep
PM 01 Jun 26: Softer June start for ASX
The Australian share market opened June on a softer note, edging marginally lower as investors await developments in US-Iran negotiations. Tech stocks delivered strong gains following Friday's US rally, while healthcare extended May's weakness. Key catalysts this week include Australian GDP, RBA testimony, and US employment data. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Ea
AM 01 Jun 26: ASX to dip ahead of big economic week
Australian investors will be closely watching a busy week of local economic data, while Wall Street continues to push to fresh record highs despite the ongoing conflict in the Middle East. Plus, what do the latest auction clearance rates tell us about the state of the housing market? Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take
PM 29 May 26: ASX surges to end week and month higher
The Australian share market rallied on Friday, delivering its best day in weeks as tentative ceasefire negotiations between the US and Iran boosted investor sentiment. Materials and financials led gains across a broad-based session. Investors should watch next week's economic calendar, including property prices, inflation data, and job advertisements, alongside potential RBA commentary. Steve Dagh
AM 29 May 26: Wall Street set to push ASX higher
More twists in the Middle East conflict have sent global markets on another wild ride with reports of progress towards peace helping push Wall Street towards fresh highs. So what could all this mean for the Australian share market? Plus, the story behind the .tv domain name and what it means for a tiny Pacific Island nation. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of M
PM 28 May 26: Worst day for Aussie market in 12 weeks
The Australian share market fell sharply on Thursday as escalating US-Iran tensions weighed heavily on sentiment. Despite broad losses across materials, technology and healthcare, pockets of strength emerged in software and AI infrastructure plays. Gold miners faced particular pressure amid a stronger US dollar. Key US economic data and earnings reports tonight may provide direction ahead. Steve D
AM 28 May 26: Iran draft deal sinks oil, stocks muted
The Australian share market is poised to open lower as oil prices fell following draft peace talks between the US and Iran. Overnight, Wall Street remained muted with mixed momentum across sectors, while local inflation data yesterday supported rate hold expectations. Plus, are the Magnificent Seven stocks looking cheap again, or are investors piling back into bubble territory? James Gruber, Equit
PM 27 May 26: ASX lifts on cooler inflation data
The Australian share market rallied on softer inflation data, reversing early losses to close near session highs. Tech and consumer discretionary stocks led gains as investors priced in a likely pause at the next RBA meeting. Banks recovered from morning weakness, while most sectors participated in the advance. Key upcoming catalysts include US tech earnings and Middle East developments. Steve Dag
AM 27 May 26: Wall Street higher despite peace deal delay
Global oil prices are on the rise again after fresh strikes on Iran dented hopes for a peace deal. Yet despite the renewed tensions, optimism around AI continues to support Wall Street, so what could this all mean for the Australian share market? Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. The content in this podcast is prepared, approved and distrib
PM 26 May 26: ASX snaps winning streak
The ASX 200 ended a three-day winning streak on Tuesday as Middle East developments created conflicting signals for investors. Uncertainty over the Strait of Hormuz and ongoing negotiations kept energy and materials volatile. ASX Limited plunged on cost warnings, while Fisher and Paykel Healthcare soared. Aussie inflation data looms as a major catalyst ahead of the RBA's next rate decision. Steve
AM 26 May 26: ASX set for positive open on Iran deal hopes
A US-Iran peace deal has yet to be confirmed, but investor optimism continues to build. Oil prices have tumbled despite a key maritime route remaining closed, so what could all this mean for the Australian share market? Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Common
PM 25 May 26: Third day of gains for ASX
The Australian share market extended its winning streak to a third consecutive session, rising modestly as cautious optimism over Middle East negotiations offset energy sector losses. Coal miners surged on supply concerns, while airlines benefited from falling oil prices. Investors await Wednesday's inflation data and focus on RBA policy signals ahead of a quiet week. Steve Daghlian and Laura Besa
AM 25 May 26: April inflation data & Trump's slow peace progress grip the ASX
The Australian share market is poised to open lower as investors digest Middle East developments and await key inflation data this week. Wall Street finished Friday with modest gains, buoyed by strong corporate earnings and semiconductor momentum, while the Dow posted a record closing high. Oil prices remain elevated amid ongoing peace negotiations, and the ASX 200 futures suggest a cautious start
PM 22 May 26: Weekly gain for ASX
The Australian share market edged higher on Friday to post a weekly gain after a volatile stretch. Softer employment figures have tempered expectations for another interest rate rise, while US-Iran negotiations remain uncertain. Energy and mining sectors led gains, though defensive stocks retreated. Company-specific moves dominated, with fast food chain Guzman surging after exiting US operations.
AM 22 May 26: US-Iran peace deal 'within hours'?
The Australian share market is poised to build on yesterday's best day in six weeks, driven by cooling labour market data that eased rate hike concerns. Meanwhile, speculation is growing that a US-Iran agreement could be revealed within hours, sending markets and oil prices on another wild ride. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, a
PM 21 May 26: Lower chance of rate hikes?
The Australian share market rallied strongly on Thursday, gaining around one and a half percent, as weaker employment data shifted expectations away from further interest rate hikes. Materials and property trusts led gains across most sectors. NVIDIA's earnings underwhelmed despite beating forecasts, while Webjet rebounded on renewed takeover interest. Next week's inflation report looms as the nex
AM 21 May 26: Stocks rally ahead of Nvidia's results
The Australian share market is poised to open higher after US President Donald Trump's comments on Iran negotiations boosted global sentiment overnight. However, the day's direction will likely depend on how investors digest Nvidia's earnings results, which could signal demand for chips and the AI supply chain. Oil prices tumbled while base metals rallied on deal hopes, and the Aussie dollar stren
PM 20 May 26: Strongest lift in 2 weeks for Aussie stocks
The local market plunged 1.3% to a seven-week low, dropping beneath the critical 8,500 psychological barrier. Sentiment broke after US President Trump warned he was "an hour away" from ordering strikes on Iran, sparking global war fears and a heavy 2% drop in mining stocks. Webjet cratered 11% as Virgin Australia slashed its travel commissions, while tech competitor Flight Centre fell 3.5%. Meanwh
AM 20 May 26: Stocks fall as US bond yields climb
Thirty-year US government bond yields have climbed to their highest levels in almost 20 years, weighing on sentiment and sending both US stocks and ASX futures lower. Plus, a closer look at whether we’re in the midst of an unheralded commodities bull market. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, appro
PM 19 May 26: Strongest lift in 2 weeks for Aussie stocks
The local market rebounded sharply from a seven-week low, lifting 1.1% in its best session for a fortnight. Investor sentiment flipped positively on reports that US President Trump halted fresh military strikes on Iran to allow Gulf allies time for diplomacy. Consumer Staples jumped 3% and Financials recovered 1.7% to lead the broad bounce. Tuas skyrocketed 18.7% following its recent 62% regulator
AM 19 May 26: Iran war pause, US markets pare losses
US markets pared losses after Donald Trump paused any immediate escalation in the Iran conflict. The Australian share market is expected to open in the black, while a closer look at how inner London property prices have stalled over the past decade. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distrib
PM 18 May 26: ASX plunges to seven week low
The ASX 200 fell sharply on Monday, hitting a seven-week low as weak economic data from China and rising US bond yields weighed on investor sentiment. Almost all sectors declined, with industrials and materials hardest hit, though energy stocks found support from higher oil prices. Key upcoming events include Nvidia earnings and Australian jobs data later in the week. Steve Daghlian and Laura Besa
AM 18 May 26: What’s fueling the US market sell-off?
Wall Street has retreated from record highs as investors weigh what’s driving the latest sell-off. The Australian share market is heading for a lower open, while attention is also turning to Nvidia’s key results later in the week. James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, take you through all the key numbers. The content in this po
PM 15 May 26: 4th weekly drop in 5 weeks
The local market faded late to finish 0.1% lower, marking a 1.3% loss for the week. This represents the fourth weekly decline in five weeks, driven largely by a "War Toll" on financials and healthcare. Sentiment soured after President Trump stated there was "no rush" to reopen the Strait of Hormuz, causing oil prices to spike and equities to retreat. While the materials sector gained 2% this week,
AM 15 May 26: US shares hit records on tech boom
The Australian share market is poised for gains on Friday as US technology stocks continue their record-breaking rally, driven by AI and semiconductor strength. Investors are monitoring the Trump-Xi summit in Beijing alongside solid US economic data, while keeping watch on upcoming mega IPOs that could reshape tech sector demand. Locally, QBE and Auckland Airport earnings are in focus. James Grube
