CommSec Market Update is the podcast that will help you to stay ahead of the trends with daily expert commentary as the market opens and closes. Whether you are invested in the stock market, or just looking to get started, join the team from Australia’s leading online broker and follow the changes as they happen. 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 ...
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Market Close 12 Jan 26: ASX climbs as US rallies and commodities support
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10:00The ASX200 lifted about half of one percent in afternoon trade today, with the market up roughly three‑quarters of one percent at its peak. US equities posted a 1.8 % YTD gain and new‑record highs, while gold miners such as Newmont and Remelius rose over five percent on firm metal prices. Consumer discretionary led sector gains, up more than two pe…
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Morning Report 12 Jan 26: S&P 500 ends Friday at another record close
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9:36US shares finished the first week of the year higher, led by gains in materials and chipmaker stocks, while US Treasuries ended mixed following the latest jobs data. Elsewhere, European markets closed at record highs after Glencore surged on takeover interest from Rio Tinto. In commodities, oil prices rose as traders assessed potential supply risks…
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Market Close 19 Dec 25: The year draws to a close
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9:59Steve and Laura reflect on the final trading session of 2025, which saw the Aussie market push higher to cap off a third consecutive year of gains. While the final week of trade was relatively subdued, a boost from the Technology and Financial sectors helped the benchmark index finish the year up nearly 6%. Reflecting on 2025, it was a massive year…
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Morning Report 19 Dec 25: Wall Street gains as inflation hits a four-year low
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9:42US stocks climbed while Treasury yields eased after inflation came in lower than expected. Micron surged on an upbeat outlook as the AI boom fuels demand for memory chips, while activist investor Elliott is reportedly building a $1 billion stake in Lululemon. In central bank news, the Bank of England cut interest rates following a tight vote. In th…
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Market Close 18 Dec 25: Energy stocks weigh as the ASX treads water
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9:32A subdued and underwhelming session for the Aussie market, with stocks hovering around flat levels late in the day as energy names did most of the damage. Steve and Laura unpack weakness in Woodside after CEO Meg O’Neill announced her departure to take the top job at BP, mixed moves across the banks with CBA providing some support, and sharp falls …
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Morning Report 18 Dec 25: Wall Street hit by tech rout as AI winners tumble
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9:50Wall Street fell as technology stocks retreated, with the Oracle–Blue Owl decoupling unsettling markets ahead of a looming wave of debt issuance. US Treasuries also slipped after dovish remarks from Fed Governor Christopher Waller. In commodities, silver surged to a record high above US$66 an ounce, while lithium prices jumped in China on plans to …
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Market Close 17 Dec 25: Third straight day of declines
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9:47The ASX200 slipped about 0.2% for a third straight session, leaving the week down roughly 1.3%. Materials led gains, up 1.6% driven by Liontown (+12%) and IGO, while gold rose 4% on strong prices. Energy fell 1.4% as oil hit a five‑year low. US job growth slowed and unemployment hit 4.6%, trimming market expectations for an early Fed rate cut. Upco…
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Morning Report 17 Dec 25: US equities and Treasury yields fall after jobs data
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9:38US share markets slipped on Tuesday, with the S&P 500 weighed down by healthcare stocks as investors digested distorted economic data. The US dollar fell after delayed data pointed to softer jobs growth, while energy stocks sank as oil slipped below $60 a barrel amid Russia–Ukraine talks. European equities also retreated, led by sharp declines in d…
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Market Close 16 Dec 25: Investors await key US job data
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9:20The ASX200 closed down 0.4% for a second straight session, led by energy off 2.3% and tech off 2.5% for a seventh day. DroneShield surged 22% after winning a €50 million European contract, while Orica rose 2.5% on strong explosives demand. Investors look ahead to US retail, jobs, manufacturing and inflation data, plus upcoming dividend payouts. The…
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Morning Report 16 Dec 25: Wall Street subdued as investors brace for busy week of data
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9:33Wall Street was subdued as investors brace for a busy week of jobs data, with US stocks edging lower while Treasuries firmed as the Fed rate debate continued. In company news, Tesla shares pushed toward a record high for the first time this year, while ServiceNow fell as analysts weighed the merits of its Armis acquisition. In commodities, oil pric…
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Market Close 15 Dec 25: Worst ASX day in three weeks
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9:38The ASX200 fell 62 points, about 0.7%, its worst day in three weeks. The materials sector led losses, down 2.2% on dropping copper and iron ore prices and weaker Chinese data, with BHP and Rio pulling the market down. DroneShield bucked the trend, up roughly 10.5%. Investors now focus on US manufacturing, jobs and inflation releases, upcoming Fed s…
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Morning Report 15 Dec 25: US stocks drop as AI exuberance worries linger
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9:09US stocks fell as concerns over AI exuberance resurfaced, with Broadcom sliding amid margin worries, while Lululemon rallied after raising its annual profit outlook. Meanwhile, US government bond yields rose after Fed officials warned of lingering inflation pressures. Elsewhere, European shares also retreated as a risk-off mood spilled into commodi…
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Market Close 12 Dec 25: Second week of gains for ASX
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9:47The Aussie market posted its best gain in three weeks, making it a third consecutive positive week, as global rate cut expectations and soaring commodity prices drove strong performance. Stevie and Laura review a volatile week that ended on a high note, with the benchmark index up 1.2% for the day. The Materials sector was the clear standout, lifti…
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Morning Report 12 Dec 25: Stock traders buy the dip on an Oracle-driven slump
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9:33The Dow Jones jumped 600 points to a record high as an Oracle-led slide in AI names triggered a broader rotation out of the trade. Elsewhere, Walt Disney announced a $1 billion investment in OpenAI while fertiliser stocks climbed as Ukraine struck Russian fertiliser plants. At the same time, US Treasuries fell for a second straight session followin…
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Market Close 11 Dec 25: First lift of the week for Aussie stocks
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9:51Stevie and Laura unpack a busy Thursday where the ASX jumped early on a US Fed rate cut, only to lose steam after a mixed local jobs report. The market still closed slightly higher, helped by gains in materials and real estate, while tech and healthcare dragged. Scentre Group was one of the standout performers after interest emerged in a potential …
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Morning Report 11 Dec 25: US Fed cuts rates and projects one more cut in 2026
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9:50The US Federal Reserve has cut interest rates and has signalled one more reduction in 2026. In company news, GE Vernova surged as AI-driven demand supported higher dividends and buybacks, while Amazon’s growing grocery momentum pressured shares of Instacart and DoorDash. In commodities, oil rose after the Trump administration seized oil tankers off…
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Market Close 10 Dec 25: Investors await US interest rate decision
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9:17The ASX200 edged lower, about 0.1% down, marking a 0.6% weekly decline. The RBA left rates unchanged and the US Fed decides tomorrow, keeping markets cautious. Materials rose 1.3% while tech fell 1.5% and financials slipped 0.4%. Silver hit $60/oz and gold gained, lifting their sub‑indexes. Investors watch the Fed announcement, Australian Job Stand…
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