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US stocks gave up early gains after Jerome Powell signalled the central bank may not cut rates again this year. U.S. Treasuries slumped after Powell clarified that a December cut isn’t guaranteed. Nvidia became the first company to reach a $5 trillion market value, while Caterpillar hit a record high as strength in its energy business lifted shares. In commodities, copper reached a record high due to supply shortages, and oil prices rose following a sharp decline in US stockpiles. Elsewhere, the Bank of Canada cut interest rates, and back home, Aussie shares are set to open lower on Thursday as rate cut hopes are dashed. 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 omnystudio.com/listener for priv

The ASX200 slipped almost 1% to its worst daily drop since 3 Sept, spurred by September CPI showing headline 3.2% and core at 3%, topping the RBA’s target. Markets now see only a 5% chance of a rate cut at the Melbourne Cup meeting. Energy and gold miners led modest gains, while financials and CSL fell sharply. 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 omnystudio.com/listener for privacy information.

Wall Street hit fresh record highs, with the S&P 500 rising above 6,900 points on AI optimism. Apple reached a $4 trillion market value, while Microsoft gained from its OpenAI partnership. US bond yields edged lower ahead of the Fed’s rate decision, while in Europe, the FTSE 100 touched a new peak, lifted by HSBC. In commodities, oil fell 2% as traders weighed Russian sanctions, gold slipped to a three-week low amid signs of progress in US–China trade talks, and aluminium rose on concerns over Australian smelter output. Back home, Aussie shares are set to open higher ahead of key inflation data. 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 omnystudio.com/listener for privacy information.

The ASX200 fell about 0.5% today, erasing Monday’s gains, but stays up 2% for October and just 1% below a record high. Financials rallied, with the big four banks hitting record levels, while CSL and WiseTech drove the decline, dropping 16% and 15% respectively. Look ahead to tomorrow’s CPI release and the RBA’s likely rate cut on Melbourne Cup Day. 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 omnystudio.com/listener for privacy information.

Wall Street climbed to record highs on renewed US-China trade optimism, with the S&P 500 on track for its first-ever close above 6,800 points. European markets also extended their winning streak, marking a third straight session of record finishes, while Argentine assets rallied following Javier Milei’s election victory. Elsewhere, Qualcomm shares surged after the company unveiled new AI chips aimed at competing with Nvidia. In commodities, copper reached a 17-month high on hopes of a trade deal, while gold slipped below $4,000 per ounce. Back home, Aussie shares are set to fall amid renewed interest rate jitters, after RBA Governor Michele Bullock warned that a 0.9% rise in core CPI would represent a material miss. 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 befo

The ASX200 nudged up 0.4 % on Monday, keeping the market within striking distance of last week’s record. Financials powered the rise, with three of the big four banks near all‑time highs and energy and tech also in the green. Gold fell 1.3 % after a sharp profit‑taking rally, dragging miners down. Looking ahead, US‑China trade talks, the “Magnificent Seven” earnings and a key CPI release will drive sentiment, while markets price a 60 % chance of an RBA cut before the Melbourne Cup. 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 omnystudio.com/listener for privacy information.

Wall Street notched record highs after cooler-than-expected US inflation data, with the Dow closing above 47,000 points for the first time. European markets followed suit, also finishing at record levels. Bonds, however, erased their post-CPI gains. Looking ahead, a busy week awaits with a Federal Reserve meeting and mega-cap earnings in focus. In commodities, oil steadied as traders weighed sanctions, while gold ended its nine-week winning streak. Back home, Aussie shares are expected to rise on rate-cut bets in what’s shaping up to be a pivotal week for markets, while the Aussie dollar lifted following the softer US inflation print. 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 omnystudio.com/lis

The Aussie market lost a little ground on Friday, slipping 0.1% after Donald Trump ended trade talks with Canada. Still, the ASX200 managed a small weekly gain and remains firmly higher for October and the year so far. Tech stocks led the way, while healthcare and financials dragged. Pilbara Minerals and Liontown jumped on upbeat quarterly results, Dusk rose on stronger sales, and Mount Gibson tumbled after shutting an ageing WA mine. Energy stocks kept their five-day winning streak going, and all eyes now turn to next week’s major US tech earnings and Australia’s quarterly CPI figures. 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 omnystudio.com/listener for privacy information.

Wall Street is attempting to rebound from Wednesday’s sell-off as the US confirms a meeting between Donald Trump and Xi Jinping aimed at easing trade tensions. US bond yields rose ahead of consumer price index data, while in commodities, oil surged 5% after Washington sanctioned Russian firms and gold gained on renewed geopolitical risk. In company earnings news, Tesla shares reversed earlier losses after results, Honeywell lifted its outlook on aerospace strength, and Las Vegas Sands led the S&P 500 on gains in Singapore. Back home, the ASX is set to edge higher to close out the week, with the Aussie dollar firming against the greenback on Chinese stimulus hopes. 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 professi

A mixed day for the Aussie market, with the ASX200 finishing mostly flat, up just 3 points. Energy names were the stars, jumping more than 3% as oil prices surged following new US sanctions on Russian oil giants. Woodside climbed over 4% after announcing a strategic partnership, and Karoon Energy soared almost 10% on its quarterly update. Gold miners found some relief after yesterday’s heavy losses, with Regis Resources up 5%, while Fortescue gained 2.4% after posting record iron ore shipments. Super Retail Group slipped despite higher sales, and ASX shares eased after its AGM. Tonight, investors will be watching US jobs data and corporate results from Intel and Ford, before RBA Governor Michele Bullock speaks in Sydney tomorrow. 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 inform

Wall Street fell overnight, led by a sharp drop in Netflix shares after disappointing earnings and a tax hit, marking its biggest fall since 2022. After hitting record highs yesterday, the Dow Jones slipped around 300 points amid renewed trade fears, while Texas Instruments declined on signs of a slowing chip recovery. Meanwhile, tariff concerns resurfaced, with the US reportedly considering broad software curbs on China and new duties looming over Barbie this Christmas. In Europe, L’Oréal and Hermès slipped, weighing on regional markets. In commodities, aluminium climbed to its highest level since June 2022, while gold extended its rout in a volatile pullback. Back home, Australian shares are set to retreat on Thursday, and the Aussie dollar has dipped against a strengthening US dollar. 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,

The ASX200 fell about 0.8% (≈ 67 points), ending its run with a weekly decline. A 6.3% drop in gold prices drove the materials sector down over 3%, with gold miners shedding 8.5%. Energy rose 1.3% after Woodside's update, while Adairs gained 7% and Weebit Nano surged 19%. Looking ahead, US earnings, data and a slate of AGMs keep markets on edge. 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 omnystudio.com/listener for privacy information.

Wall Street took a breather overnight as investors paused following two strong sessions, despite a string of upbeat quarterly results from major US companies. General Motors surged 16% after lifting its full-year outlook and easing tariff concerns, while 3M, Coca-Cola and Ford also impressed with strong earnings. The Dow hit a record high, though tech stocks like Nvidia and Alphabet pulled back on renewed US-China trade uncertainty. Meanwhile, gold slumped more than 5% and silver nearly 9% in their steepest falls in over a decade, pressuring mining stocks. ASX futures point to a weaker open, down 0.5%, with updates ahead from Woodside, Iluka, and REA Group. 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 o

The ASX200 closed 0.7 % higher at 9,115, a fresh all‑time high and an 11.5 % YTD gain, best since 2021. Materials led the rally, with BHP and gold miners soaring as gold topped $4,359/oz. Hub24 jumped 10.5 % on record inflows, while Cleanaway fell after a failed AGM vote. Look ahead to US earnings, Canadian inflation and an RBA governor speech. 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 omnystudio.com/listener for privacy information.

Wall Street kicked off the week with strong gains as optimism spread across markets. Apple shares surged more than 4% to a record high on stronger iPhone 17 sales and a broker upgrade, helping lift the Nasdaq by 1.5% and the S&P 500 by 1.1%. Bank and semiconductor stocks also rallied, with the PHLX Semiconductor Index hitting an all-time high. Closer to home, Aussie shares are tipped to open higher after Prime Minister Anthony Albanese and US President Donald Trump signed an $8.5 billion Rare Earths and Critical Minerals Agreement, while gold prices jumped more than 3%. 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 omnystudio.com/listener for privacy information.

The Aussie sharemarket kicked off the week on a positive note, supported by strong gains in the big banks which offset weakness across the miners. The ASX200 rose 0.4%, climbing back above 9,000 points and sitting just shy of last week’s record high. CBA led the banks, while gold and iron ore declines weighed on BHP and the miners. Linus Rare Earths jumped 6.5% on talk of US supply deals, while Deep Yellow slumped 19% after a sudden CEO exit. Bapcor fell sharply on weak guidance, while Neuren Pharmaceuticals rose on fast-track approval for one of its drugs. Locally, results from BHP and South32 are due tomorrow, with US earnings from Netflix and Tesla also in focus this week. 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

US markets turned things around on Friday, shrugging off the banking jitters that rattled investors a day earlier. Solid results from a few regional lenders helped restore confidence, and all three major indices closed higher. Today, Aussie shares look set to open slightly weaker, with Chinese GDP data and a dip in commodities weighing on sentiment. Meanwhile, Prime Minister Anthony Albanese heads to the US to meet President Trump, with rare earths and critical minerals expected high on the agenda. 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 omnystudio.com/listener for privacy information.

ASX200 fell 0.81% on Friday, erasing a 0.86% gain from the record high day. Energy led losses, down 2.8%, with tech and financials also slipping. Gold surged to a fresh over $4300 record, up 6% on the week, while silver rose 3.5%. Ahead, US earnings, a pending RBA speaker and US inflation data dominate, plus busy local AGM and corporate updates. 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 omnystudio.com/listener for privacy information.

Wall Street lost ground as a wave of bad loan fears hit US banks, knocking confidence in the financial sector and pulling markets lower. Regional lenders Zions Bancorp and Western Alliance were at the centre of the sell-off, each tumbling by more than 10% after revealing losses tied to fraudulent commercial loans. In Europe, markets were steadier after France’s prime minister survived two confidence votes, and closer to home, Aussie shares are tipped to pull back from record highs after yesterday’s strong run. Iron ore has dropped to six-week lows, gold has hit new all-time highs, and the Aussie dollar remains under 65 US cents. 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 omnystudio.com/lis

It was a record-breaking day for the Aussie market, with the ASX200 smashing through 9,100 points for the first time ever as investors cheered fresh signs of an upcoming rate cut. Thursday’s jobs report showed unemployment unexpectedly jumped to 4.5%, pushing the odds of a November cut to more than 70%. Real estate stocks soared, the big banks were mostly higher, and Macquarie was a standout – up more than 5%. Gold miners stayed hot as prices hit new highs, but rare earth producers struggled as US-China trade tensions escalated again. 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 omnystudio.com/listener for privacy information.