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CommSec Market Update

AM 01 May 26: ASX to jump as oil sinks

30 Apr 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

2.613 - 4.015 Unknown

A listener production.

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6.66 - 9.504 James Gruber

The Australian share market to jump at the open.

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10.045 - 15.935 Gillian Bowen

It follows investor optimism out of the US, fuelled by corporate earnings and a resilient economy.

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16.415 - 24.248 James Gruber

Plus, it's been quite a ride for oil in the past 24 hours. Good morning, I'm James Gruber. And I'm Gillian Bowen.

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Chapter 2: What factors are influencing the Australian share market today?

24.869 - 29.717 James Gruber

It's Friday the 1st of May, and this is the morning edition of the ComSec Market Update.

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31.537 - 41.715 Gillian Bowen

Well, as usual, I'm here on a Friday. I joined James on a Monday and a Friday to bookend the week, so to speak. And it's been a busy few days for the market.

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Chapter 3: How are recent US corporate earnings impacting investor sentiment?

41.815 - 66.713 Gillian Bowen

And it's also the end of the month and a start of a new one. Wall Street has been on the rise off the back of corporate earnings. And there's also optimism about the resilience of the US economy, which is expanding. And yet for the majority of the month, we've been talking about the ongoing Iran war, which began back on February 28th and has significantly interrupted the global supply of oil.

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67.434 - 76.326 Gillian Bowen

On the war, I've been listening to Donald Trump's news conference and a short time ago, he said, quote, Iran is dying to make a deal.

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76.306 - 81.853 James Gruber

It's also been a big week for mega cap reporting, which we'll get to in more detail shortly.

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Chapter 4: What is the current state of oil prices and their volatility?

81.933 - 99.597 James Gruber

But with US markets just closing, Apple's results will be coming through shortly. The afternoon podcast will likely touch on the headlines and I'll have the detail in a video I'll record a little later this morning for our YouTube channel. Plus, we'll go into more detail when we record Monday's episode.

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99.779 - 128.26 Gillian Bowen

Yes, I love a bit of breaking news in the morning. Lots of AI-driven developments for investors to digest this week. So if we look at the Aussie futures, our share market looks like it's heading for a strong jump at the open. Futures are up 1.5% or 129 points. As for yesterday, Thursday, the ASX 200 closed lower. It dropped 21.2 points or 0.24%. to 8,665.8.

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128.681 - 158.443 Gillian Bowen

It's now fallen for eight straight sessions. That's the longest losing streak we've seen since 2018. Eight of 11 sectors rose, led by energy, which was up 1.4%. Consumer staples were down 5%. The index has lost 1.45% for the last five days, but it's finished the month up 2.2%. And James, I think we should also now get a check in relation to commodities.

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158.463 - 168.582 Gillian Bowen

I was sitting at my desk yesterday afternoon when an alert came through about Brent crude futures topping 126 US dollars, but it's pulled back a bit since then. What's the latest?

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168.899 - 194.714 James Gruber

Yes, well, oil prices have been on a roller coaster after settling yesterday at $118 a barrel. They saw at $8 and then fell $12 to finish at just over $114 a barrel. Traders said there was no obvious catalyst for the sharp fall, though noted prices can be volatile ahead of contract expiries. Looking elsewhere at commodities, base metals were mixed on Thursday.

194.794 - 221.265 James Gruber

Copper futures were up 0.8% after upbeat Chinese factory orders, while aluminium futures slipped 0.5%. Gold futures rose on a softer US dollar but remained on track for a second straight monthly decline. The futures settled 1.5% higher at US$4,630 an ounce. Iron ore futures were steady at US$107.18 a tonne.

221.87 - 250.362 Gillian Bowen

All right, let's have a look at currencies. They were higher against the US dollar. One Australian dollar is buying 71.99 US cents. The euro is worth 1.1739 US dollars, while one US dollar is buying 156.41 Japanese yen. The big news overnight was that Japan intervened to prop up the yen, its first official intervention in nearly two years. And that led to a 2.5% bounce in the yen.

250.382 - 282.741 Gillian Bowen

And other currencies were also up strongly versus the US dollar. Okay, let's get a wrap then of what's happened overseas with markets, the S&P 500 and the NASDAQ. It was their biggest monthly gains in years, up 10.5% and 15.6% respectively. As for Thursday's trading session, the Dow Jones Index finished up 1.6%, the S&P 500 Index was up 1% and the NASDAQ Index was 0.9% higher.

282.721 - 288.972 Gillian Bowen

James, how has the market reacted to the key results that came through after market close yesterday?

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