Join Ryan and Tom as they anticipate an eventful week ahead in the markets, featuring earnings reports from 180 S&P 500 companies and crucial inflation data. Tesla's downward trend persists, reaching a 15-month low, while momentum builds following Friday's significant sell-off. 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,...

Last Friday we hit a 2-month low on the market, Laura and Craig unpack how the market has shifted since that session in light of the ongoing geopolitical conflict and continuing discussions around interest rates.  They look at the individual stocks that have made moves today and look at what could be on the slate in 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...

Geopolitical tensions are front of mind for many investors at the moment as they played a part in driving Aussie stocks lower over the weekend.  Tom and Ryan reflect on the strength of the past two quarters and investigate this tumultuous period on the market alongside the headlines to see if there could be more to it.  They look at data that could shift the market in the coming week, the relationship between bonds and stocks, and performance of the European markets. The content in this...

The gains of yesterday have been wiped out today.  Laura and Stevie reflect on a nasty session for a market that has only seen one improvement in the past eight days.  The conflict in the Middle East is playing a part in these declines, as are inflation and interest rate discussions.  They reflect on a tumultuous week that has resulted in all sectors declining and pre-empt what could be on the cards in the days ahead. The content in this podcast is prepared, approved and distributed in...

The stock and interest rate dynamic is in focus once again following manufacturing data released overnight.  Tom and Craig unpack international market performance analysing the overall trend of cautiousness, discuss the earnings data released by Netflix which saw subscriber numbers skyrocket, and look at what could be on the cards for the Aussie market today. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399...

The losing streak has come to an end today despite falling US markets, Laura and Stevie unpack this shift which may have been influenced by jobs data released today. Most of the sectors are in the green and so they look at these gains, check out some of the big movers and look at what is coming before the weeks end. 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...

Tom and Craig join you this morning to unpack a market that investors are struggling to feel confident within.  Concern around interest rates has seen international markets remain flat or decline overnight.  Tom and Craig discuss the Beige Book in relation to this, look at some of the winners and losers on the market overnight, and preempt what to expect locally today. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067...

The Aussie market has remained flat following the significant tumble of the past few days.  Laura and Stevie unpack this directionless session with rate cut discussions still in focus - albeit bringing no new surprises to the table.  They look at the best and worst performers across the sectors, the companies that paid dividends today, and what is to come in the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60...

Fed Chair Jerome Powell dropped hints about delaying rate cuts, possibly causing Aussie shares to dip, but the market stayed relatively calm. The question now is - will it stay that way? United Health scored big with revenue just shy of a billion, while Johnson & Johnson stumbled a bit. Tesla's still feeling the squeeze thanks to company-wide layoffs, and in Europe, they're eyeing rate cuts for June despite expected delays in the US, setting the stage for potential market...

The Aussie market has continued to drop today making for one of the worst days this year.  Laura and Stevie unpack this two month low looking at what has driven the decline, with US and China data leading the charge.  All sectors are down, more dividends are paid out, and they look at the upcoming data that could move markets. 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...

Despite expectations, retail spending surged in March, particularly among lower income earners, defying projections according to Tom and Ryan. The S&P500 experienced a significant overnight fluctuation, initially rising close to a percent before ultimately falling by 1.2%, signalling unpredictable market behavior. Today, Chinese production data is set to be released, with investors nervous as to how this could impact the ASX.    The content in this podcast is prepared, approved and...

The market continued the three-day decline today following what has been months of gains.  Laura and Stevie unpack the drivers that have knocked the market and sent 9 of the 11 sectors into the red.  Tensions in the Middle East and US bank data are discussed, and The Star Casino is back in the headlines.  Laura and Stevie also look at the upcoming market movers in the days ahead, and the dividend payments to expect. The content in this podcast is prepared, approved and distributed in...

  The spectre of instability in the Middle East loomed large over the weekend, with analysts pointing to it as one of the primary factors affecting market sentiment. Adding to the economic uncertainty, interest rates dipped and bonds followed suit, reflecting investors' cautious outlook. 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,...

Friday finishes with a modest improvement from last week.  Laura and Stevie reflect on the past few days which were fuelled by conversations around inflation and rate cuts, look at why the majority of the sectors are falling, and unpack the winners and losers.  US earnings data could impact the days ahead, and they look at the most important thing to watch locally next week. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN...

Despite initial predictions of a downturn, the Aussie market defied expectations, avoiding a significant fall. Tech-related stocks regained strength following the release of producer data, and bond traders are strategically positioning themselves for the likelihood of interest rates remaining elevated.  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...

Stevie and Laura let out a sigh of relief with the Aussie market closing better than expected following hair-raising inflation data out of the US that left many investors spooked. However, hopes for a June rate cut have been completely quashed, sitting at a mere 16% chance. In the Australian market three sectors saw gains, while interest rate-sensitive sectors like property and technology declined. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth...

Tom and Ryan join you fresh off the close of the US market this morning following hotter than expected inflation data that has likely quashed discussions of a rate cut in June.  They unpack this data revealing how far from target it was, bonds are back in the conversation and they look at how market sentiment has shifted each of the sectors. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The...

The Aussie market has continued the 3-day winning streak today.  Laura and Stevie unpack the inflation data that continues to impact market sentiment and run through the things to watch in the day ahead.  NZ interest rates are discussed, they whip around each of the sectors, and the look at some of the big market movers for today. 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...

Hear from Tom and Ryan as they unpack the soaring trajectory of gold prices and how tomorrow's US inflation data could impact the market.  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...

Laura and Stevie start the episode today analysing a flat US performance and how that has impacted the Australian market in the past few days before unpacking the performance of each of the sectors locally.  Iron ore prices receive attention as does lithium, and consumer confidence is put under the microscope.  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...

Wall Street ends on a flat note in anticipation of key CPI figures, as the Aussie market gains momentum. Bond yields continue their upward trend, signaling potential shifts in market dynamics, while the likelihood of a rate cut in June falls below 50%. Tesla shares see a boost after Elon Musk's robotaxi announcement but remain among the year's worst performers.  The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254...

The market was in decline last week but today has seen some modest gains.  Laura and Stevie discuss the international jobs data that impacted the market and unpack the sectors, most of which have seen a raise today.  Qantas’ revamped rewards program has resulted in gains for their shares today, and Beach Energy and Elders have gone the other way as two of the worst performers on the market. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth...

US stocks are rallying following a stronger-than-expected employment report, with Australian stocks poised for gains as well. The likelihood of a rate cut in June is diminishing, currently standing at 52%, as economic stability is bolstered by a rise in the labor force participation in March. 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...

The market stumbled after some small gains today.  Laura and Stevie reflect on the holiday shortened week which hasn’t seen too many wins, unpack the volatility that we have seen, and look at what could impact markets over the weekend.  Jobs data is in focus, they look at each of the sectors, and look at some of the best and worst performers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The...

Aussie shares are on the brink of decline, mirroring the erasure of gains in the US market due to escalating oil prices. Amidst this downturn, investors are exercising caution, particularly in light of impending jobs data from the US, which could sway market sentiment. Levi's stocks have surged by 14% due to efficient cost-cutting measures and the introduction of popular clothing lines. Conversely, Lamb Western, bloc, and Ulta Beauty have faced setbacks,   The content in this podcast is...