CommSec Market Update
Episodes
Market Close 29 Sep 25: A third day of gains ahead of RBA decision
29 Sep 2025
Contributed by Lukas
The ASX200 jumped about 0.85% on Monday, extending a three‑day winning streak driven by strong gains in the big four banks and a surge in gold miner...
Morning Report 29 Sep 25: Latest inflation data ends Wall Street’s losing streak
28 Sep 2025
Contributed by Lukas
Wall Street ended a three-day losing streak after the latest inflation report, with the Fed’s preferred measure of inflation coming in line with...
Market Close 26 Sep 25: Trump tariff threats rattle healthcare stocks
26 Sep 2025
Contributed by Lukas
The ASX200 closed modestly higher on Friday, up about 0.08% and breaking a three‑week losing streak, while September remains down roughly 2%. St...
Morning Report 26 Sep 25: S&P 500 posts longest losing streak in a month
25 Sep 2025
Contributed by Lukas
Wall Street retreated for a third straight session as stronger growth figures cast doubt on the likelihood of a November rate cut. The US economy reco...
Market Close 25 Sep 25: Commodities boost miners as dividends roll in
25 Sep 2025
Contributed by Lukas
The ASX200 ended Thursday more or less flat after a choppy session, with mining and energy stocks leading gains on stronger oil and copper prices. Woo...
Morning Report 25 Sep 25: Wall Street calls time out as rally wanes
24 Sep 2025
Contributed by Lukas
Wall Street lost ground for a second straight day as investors took a breather, with chipmakers falling on a weak outlook from Micron Technology. Else...
Market Close 24 Sep 25: Worst Day in 3 Weeks for Aussie Stocks
24 Sep 2025
Contributed by Lukas
The ASX200 suffered its worst day in three weeks, falling 1% as August inflation came in hotter than expected at 3% annually. Higher electricity bills...
Morning Report 24 Sep 25: Magnificent 7 stocks sink 1.5%
23 Sep 2025
Contributed by Lukas
Wall Street hit pause after a record-breaking run, with tech stocks under pressure as Fed Chair Jerome Powell gave no hint on future rate moves. Nvidi...
Market Close 23 Sep 25: Local market's winning streak extends to a 3rd day
23 Sep 2025
Contributed by Lukas
Steve welcomes listeners to a Tuesday lift, as the ASX200 gains about 0.4 %. Mining and banks lead gains, while tech lags and consumer staples lose....
Morning Report 23 Sep 25: Rate cut hopes drive Wall Street to record highs
22 Sep 2025
Contributed by Lukas
Technology stocks led Wall Street to fresh record highs on expectations of two more rate cuts from the Fed this year. Nvidia also hit a record after u...
Market Close 22 Sep 25: A Cautious Move Higher for Aussie Stocks
22 Sep 2025
Contributed by Lukas
The ASX200 rose 0.4% on Monday, marking a second straight gain, though momentum faded through the afternoon. Mining stocks led the advance, with iron ...
Morning Report 22 Sep 25: A trifecta of records for the Dow, Nasdaq and S&P 500
21 Sep 2025
Contributed by Lukas
Wall Street sailed to fresh record highs, lifted by the prospect of more rate cuts. Technology stocks led the charge as Oracle rose 4% while FedEx gai...
Market Close 19 Sep 25: Third weekly slump for ASX
19 Sep 2025
Contributed by Lukas
The ASX200 lifted modestly on Friday but not enough to prevent a third straight weekly loss, with the index slipping about 1% across five sessions. De...
Morning Report 19 Sep 25: US equities hit record highs after Fed’s rate cut
18 Sep 2025
Contributed by Lukas
Wall Street indexes notched record highs, led by Intel’s surge on news of a stake in Nvidia. The Russell 2000 small-cap index also climbed to it...
Market Close 18 Sep 25: Santos takeover collapse weighs on market
18 Sep 2025
Contributed by Lukas
Australian shares extended losses on Thursday, with the ASX200 down 0.8%. Energy stocks were the hardest hit after Santos tumbled nearly 12% on news a...
Morning Report 18 Sep 25: Fed cuts rates by 0.25%
17 Sep 2025
Contributed by Lukas
Wall Street ended mixed in choppy trade after the Federal Reserve cut rates and signalled a cautious path for further easing. Fed Chair Jerome Powell ...
Market Close 17 Sep 25: Largest fall in 2 weeks for Aussie stocks
17 Sep 2025
Contributed by Lukas
The Aussie market stumbled to its weakest performance in a fortnight, with the ASX200 closing firmly lower and now sitting about 3% shy of record high...
Morning Report 17 Sep 25: Stocks halt record-breaking rally in Fed countdown
16 Sep 2025
Contributed by Lukas
Wall Street pulled back slightly, with the S&P 500 easing from record highs as traders look ahead to the Federal Reserve’s rate decision. Fr...
Market Close 16 Sep 25: ASX edges higher on mining strength
16 Sep 2025
Contributed by Lukas
Australian shares recovered modestly on Tuesday, with the ASX200 up about 0.25% as strength in energy, uranium and gold miners outweighed declines in ...
Morning Report 16 Sep 25: Tesla jumps as Elon Musk makes historic purchase
15 Sep 2025
Contributed by Lukas
Wall Street has started the week on the front foot, as Elon Musk’s $1 billion purchase of Tesla shares sent the stock sharply higher. The S&...
Market Close 15 Sep 25: Gold stocks retreat from record highs
15 Sep 2025
Contributed by Lukas
The ASX200 started the week slightly lower, easing less than 0.2% despite soft Chinese economic data and a mixed US lead. Lithium and uranium miners t...
Morning Report 15 Sep 25: Wall Street wavers as Fed decision looms
14 Sep 2025
Contributed by Lukas
Wall Street posted weekly gains, thanks to some resilience from the Nasdaq, though U.S. equities lost ground in the final hours of trade as investors ...
Market Close 12 Sep 25: Strongest lift in over a week for Aussie stocks
12 Sep 2025
Contributed by Lukas
Aussie stocks have posted their best lift today since last Thursday, as Steve recounts the session that saw the ASX making up for the modest moves low...
Morning Report 12 Sep 25: Dow Jones closes up 600 points, setting record high
11 Sep 2025
Contributed by Lukas
Wall Street surged to fresh record highs as investors bet a Federal Reserve rate cut is all but certain. US core CPI rose in line with expectations, k...
Market Close 11 Sep 25: Aussie market slides for a third time this week
11 Sep 2025
Contributed by Lukas
The Aussie market has slid for a third time this week. Steve discusses this session which reversed the small gains of Wednesday and discusses th...
Morning Report 11 Sep 25: Wall Street hits record highs on Oracle AI optimism
10 Sep 2025
Contributed by Lukas
The S&P 500 and Nasdaq climbed to fresh record highs after U.S. wholesale prices fell. Bond yields also slipped on the softer PPI data, adding to ...
Market Close 10 Sep 25: Worst day of 2025 for lithium stocks
10 Sep 2025
Contributed by Lukas
The ASX200 rose by a third of a percent, its first gain of the week, supported by banks after yesterday’s job cut announcements at ANZ and NAB. ...
Morning Report 10 Sep 25: US share markets hit record highs despite job worries
09 Sep 2025
Contributed by Lukas
Wall Street closed at record highs despite lingering economic concerns, as US payrolls were revised down by record levels. Additionally, Treasuries sn...
Market Close 09 Sep 25: Aussie stocks dip for a second day
09 Sep 2025
Contributed by Lukas
The Aussie market has fallen again today marking a poor start for September following the multitude of record highs in August. Steve joins to di...
Morning Report 09 Sep 25: Nasdaq hits record high as traders focus on rate cuts
08 Sep 2025
Contributed by Lukas
Wall Street managed to stay afloat as falling long-term interest rates offset signs of weakening consumer confidence, which weighed on labour market e...
Market Close 08 Sep 25: Energy stocks drag as ASX dips
08 Sep 2025
Contributed by Lukas
The ASX200 slipped a quarter of a percent as energy stocks weighed, following weaker oil prices and an OPEC+ decision to lift output. Tech, healthcare...
Morning Report 08 Sep 25: Wall Street slumps on job concerns
07 Sep 2025
Contributed by Lukas
US stocks fell as concerns over a weakening job market weighed on sentiment, with unemployment rising to its highest level in four years. Long-term in...
Market Close 05 Sep 25: Strong end to a shaky start to the month
05 Sep 2025
Contributed by Lukas
It has been a challenging and volatile week, but the market has improved for a second day following the 4-day losing streak. Steve reflects on t...
Morning Report 05 Sep 25: S&P 500 hits all-time high before US jobs report
04 Sep 2025
Contributed by Lukas
Promising rate-cut expectations pushed Wall Street to fresh record highs, as weaker jobs data, including softer private payrolls, fueled hopes of the ...
Market Close 04 Sep 25: Aussie stocks bounce back with a 1% lift
04 Sep 2025
Contributed by Lukas
The market has rebounded today for the best day in around two weeks marking the end of a four-session losing streak. US jobs data played a part ...
Morning Report 04 Sep 25: Stocks and bonds rise as weak job ads fuel Fed bets
03 Sep 2025
Contributed by Lukas
Wall Street consolidated overnight, buoyed by rising hopes of interest rate cuts as signs of weakness in the job market shaped expectations. In compan...
Market Close 03 Sep 25: Worst day in five months for Aussie stocks
03 Sep 2025
Contributed by Lukas
The ASX200 tumbled 1.9% on Wednesday, marking its worst day in five months and extending a four-day losing streak. Faster-than-expected local economic...
Morning Report 03 Sep 25: Stocks join bond rout after US holiday weekend
02 Sep 2025
Contributed by Lukas
Wall Street stumbled into September, with US stocks falling as a ruling on Trump-era tariffs added to uncertainty. Bond market turbulence persisted as...
Market Close 02 Sep 25: The Aussie market hits a two-week low
02 Sep 2025
Contributed by Lukas
The Aussie market was under some pressure today following a subdued performance possibly led by the US market being closed for a public holiday. ...
Morning Report 02 Sep 25: Stocks rebound modestly as testing month begins
01 Sep 2025
Contributed by Lukas
With US markets shut for the Labor Day holiday, trading across the Northern Hemisphere was subdued. Still, Eurozone stocks closed higher on a defence ...
Market Close 01 Sep 25: Rough start to September for Aussie stocks
01 Sep 2025
Contributed by Lukas
The Aussie market kicked off September on the back foot, with the ASX200 slipping to a two-week low as tech stocks dragged and major banks fell. Gold ...
Morning Report 01 Sep 25: Wall Street ends lower as investors weigh latest inflation figures
31 Aug 2025
Contributed by Lukas
US stocks retreated as investors weighed the latest inflation figures. Data showed US spending rose at the fastest pace in four months, while core inf...
Market Close 29 Aug 25: ASX200 hits 10 record highs in August
29 Aug 2025
Contributed by Lukas
It has been a quiet end to the week and month for the Aussie market fresh off a barrage of record highs throughout August. Steve breaks down the...
Morning Report 29 Aug 25: S&P 500 tops 6,500 on solid US economic data
28 Aug 2025
Contributed by Lukas
Wall Street climbed to fresh record highs overnight, with the S&P 500 hitting a new peak as Nvidia’s results fuelled the AI-driven rally. St...
Market Close 28 Aug 25: Aussie stocks edge higher in huge day for results
28 Aug 2025
Contributed by Lukas
The market has remained mostly flat across this week despite some sizable intra-day swings. Steve discusses Nvidia’s results which were re...
Morning Report 28 Aug 25: Wall Street hits new records ahead of Nvidia earnings
27 Aug 2025
Contributed by Lukas
Wall Street closed at new record highs, with investors now digesting fresh earnings from Nvidia, though the stock slipped after its data centre revenu...
Market Close 27 Aug 25: Earnings spark wild swings and inflation surprises
27 Aug 2025
Contributed by Lukas
The ASX200 edged higher on Wednesday despite hotter-than-expected inflation numbers dampening near-term rate cut hopes, while Woolworths sank 14% on w...
Morning Report 27 Aug 25: US shares rise and bond yields fall on Fed independence concerns
26 Aug 2025
Contributed by Lukas
Wall Street eked out modest gains overnight, led by industrials, as Donald Trump’s renewed attacks on the Federal Reserve reignited concerns ove...
Market Close 26 Aug 25: Coles and Woolies keep losses to a minimum
26 Aug 2025
Contributed by Lukas
The market has taken a much-needed breather today falling slightly following the recent run of record highs seen in nine of the past twelve trading se...
Morning Report 26 Aug 25: Wall Street ends lower as investors focus on Nvidia and the Fed
25 Aug 2025
Contributed by Lukas
Wall Street ended lower as investors digested the hangover from the Jackson Hole symposium over the weekend. Stocks pulled back, halting their Fed-fue...
Market Close 25 Aug 25: ASX steadies as results season heats up
25 Aug 2025
Contributed by Lukas
The ASX200 edged higher on Monday, briefly hitting its ninth record in 11 sessions before slipping back below 9,000. Resource stocks rose on stronger ...
Morning Report 25 Aug 25: Surge in buying pushes Wall Street to new record highs on Fed signal
24 Aug 2025
Contributed by Lukas
Wall Street surged to fresh record highs after the Jackson Hole symposium, with Fed Chair Jerome Powell hinting at the prospect of lower interest rate...
Market Close 22 Aug 25: Markets take pause following record highs
22 Aug 2025
Contributed by Lukas
The Aussie market eased on Friday, snapping its run of record highs as the ASX 200 slipped around half a percent to just under 9,000 points. Healthcar...
Morning Report 22 Aug 25: US stock slide deepens before Powell speech
21 Aug 2025
Contributed by Lukas
US stocks slumped overnight with the S&P 500 posting its fifth straight losing day and as investors count down the hours to Jackson Hole. US Treas...
Market Close 21 Aug 25: Another milestone for Aussie stocks
21 Aug 2025
Contributed by Lukas
The Aussie market has hit another milestone today showcasing the best performance in a couple of weeks, with a number of stocks growing by more than 1...
Morning Report 21 Aug 25: Tech-led slide continues after Fed minutes
20 Aug 2025
Contributed by Lukas
US markets retreated as investors digested the latest Fed minutes, which reinforced the central bank’s focus on taming inflation. Treasuries ext...
Market Close 20 Aug 25: ASX 200 closing in on 9000 points
20 Aug 2025
Contributed by Lukas
The ASX 200 ended modestly higher after a choppy session, with investors digesting profit results and awaiting a key speech from US Fed Chair Jerome P...
Morning Report 20 Aug 25: Nvidia leads tech summer slide
19 Aug 2025
Contributed by Lukas
Wall Street closed lower overnight as jitters ahead of Jackson Hole and a tech-led slide disrupted the summer calm. In company news, Home Depot report...
Market Close 19 Aug 25: The largest fall on record for CSL shares
19 Aug 2025
Contributed by Lukas
One stock accounted for almost of the declines across the ASX today. Steve joins the podcast to reflect on the end to the recent winning streak ...
Morning Report 19 Aug 25: Bank stocks gain on rate cut outlook
18 Aug 2025
Contributed by Lukas
Wall Street held steady as investors brace for the Jackson Hole Symposium, while the US dollar climbed as Donald Trump hosted talks on Ukraine. Elsewh...
Morning Report 18 Aug 25: Cautious investors look ahead to Jackson Hole
17 Aug 2025
Contributed by Lukas
Wall Street eased from record highs as investors turned cautious ahead of the Jackson Hole Symposium. Meanwhile, UnitedHealth experienced a double-dig...
Market Close 15 Aug 25: Longest run of record highs in over a decade
15 Aug 2025
Contributed by Lukas
The record high streak has continued for the Aussie market as it has now hit all-time best levels for 5 consecutive days. Steve reflects on a we...
Morning Report 15 Aug 25: Stock rally hits a wall as US inflation picks up
14 Aug 2025
Contributed by Lukas
US stocks pulled back from record highs as investors digested fresh inflation data, with Treasuries sliding after wholesale price figures dented expec...
Market Close 14 Aug 25: Four days of record highs
14 Aug 2025
Contributed by Lukas
The market has bounced back impressively today following the modest declines of yesterday and marking four sessions of setting record highs. Ste...
Morning Report 14 Aug 25: Stocks and bonds climb on Fed cut hopes
13 Aug 2025
Contributed by Lukas
Wall Street scaled new record highs overnight as investors continued to anticipate interest rate cuts and with small-cap stocks outperforming their la...
Market Close 13 Aug 25: Profit results weigh on ASX200
13 Aug 2025
Contributed by Lukas
The ASX200 slipped around half a percent despite briefly touching a third straight all-time high at the open, with more winners than losers overall bu...
Morning Report 13 Aug 25: US inflation fuels bets that Fed will cut rates
12 Aug 2025
Contributed by Lukas
Wall Street surged to new record highs as investors celebrated subdued goods inflation, with two-year US Treasury yields falling after the release of ...
Market Close 12 Aug 25: Rate cut drives ASX200 to a fresh record
12 Aug 2025
Contributed by Lukas
It has been an interesting day for the Aussie market as the session got off to a timid start. Steve joins us to reflect on the performance which...
Morning Report 12 Aug 25: Stocks stall ahead of inflation report
11 Aug 2025
Contributed by Lukas
Wall Street gave up early gains as investors turned cautious ahead of key U.S. inflation data. Micron shares surged on a profit upgrade, while Hershey...
Market Close 11 Aug 25: Record highs ahead of RBA decision
11 Aug 2025
Contributed by Lukas
The Aussie market kicked off the week on a positive note, with the ASX200 touching another record high before settling about a third of a percent high...
Morning Report 11 Aug 25: Rate cut outlook pushes Wall Street to new record highs
10 Aug 2025
Contributed by Lukas
Wall Street shook off growth and trade concerns to close at new record highs, with the tech sector leading gains. The S&P 500 notched its 18th rec...
Market Close 08 Aug 25: Aussie stocks slide for a second day
08 Aug 2025
Contributed by Lukas
The market has slipped slightly today marking two days of declines but still remains up overall across the month. Steve is solo today to reflect...
Morning Report 08 Aug 25: Stocks halt rally as weak bond sales lift yields
07 Aug 2025
Contributed by Lukas
Wall Street closed lower as rising rates and weak bond demand pressured markets. Treasury yields rose after soft bond auction results, dragging equiti...
Market Close 07 Aug 25: Retailers jump ahead of Aussie rate cut
07 Aug 2025
Contributed by Lukas
Following the record-breaking session yesterday, the market seems to have taken a breather today. Laura and Stevie reflect on the session, and t...
Morning Report 07 Aug 25: US markets close higher as Apple shares rally
06 Aug 2025
Contributed by Lukas
Wall Street rebounded overnight as investors digested a wave of corporate earnings. Apple helped lift the Nasdaq, boosted by optimism around increased...
Market Close 06 Aug 25: New highs unlocked for Aussie market
06 Aug 2025
Contributed by Lukas
Aussie stocks cracked fresh record highs today, with the ASX 200 lifting past 8,800 points for the first time ever. Markets are buoyed by optimism aro...
Morning Report 06 Aug 25: US stocks fall as services flash warning signals
05 Aug 2025
Contributed by Lukas
Wall Street ended lower overnight, surrendering early gains as investors weighed fresh signs of ‘stagflation’. In corporate news, Caterpil...
Market Close 05 Aug 25: A whisker away from record high
05 Aug 2025
Contributed by Lukas
It has been the best day in two weeks for the Aussie market as it once again neared a record high. Laura and Stevie reflect on this session that...
Morning Report 05 Aug 25: Dip buying drives S&P 500 to best day since May
04 Aug 2025
Contributed by Lukas
Wall Street notched its best day since May, with the S&P 500 jumping 1.5% as weaker US payrolls boosted hopes for rate cuts. Investors took the so...
Market Close 04 Aug 25: Gold stocks sparkle as market treads water
04 Aug 2025
Contributed by Lukas
A quiet start to the week on the Aussie market as a bank holiday in NSW keeps trade light, but gold miners shine as the price of the precious metal su...
Morning Report 04 Aug 25: Wall Street slumps as growth concerns haunt investors
03 Aug 2025
Contributed by Lukas
Wall Street ended the week sharply lower, dragged down by weak economic data and renewed concerns over U.S. growth. July’s jobs report disappoin...
Market Close 01 Aug 25: Markets react to tariff deadline
01 Aug 2025
Contributed by Lukas
The long-awaited tariff deadline has landed today, and the market has dropped in response. This decline has wiped out the gains from prior in th...
Morning Report 01 Aug 25: US shares end July on the back foot
31 Jul 2025
Contributed by Lukas
Wall Street retreated overnight despite upbeat earnings from major tech stocks. Microsoft hit a $4 trillion market cap after beating earnings expectat...
Market Close 31 Jul 25: Four months of gains for Aussie stocks
31 Jul 2025
Contributed by Lukas
The month has ended up overall. Laura and Stevie reflect on four months of improvements despite the local market dropping slightly today. ...
Morning Report 31 Jul 25: Wall Street slumps on Fed caution
30 Jul 2025
Contributed by Lukas
Wall Street closed lower as Fed Chair Jerome Powell tempered expectations for a September rate cut. The Federal Reserve held interest rates steady des...
Market Close 30 Jul 25: Record highs in sight as inflation cools
30 Jul 2025
Contributed by Lukas
The Aussie market surged after quarterly inflation came in softer than expected, pushing interest rate cut odds beyond 100% and leaving the ASX just f...
Morning Report 30 Jul 25: S&P 500 snaps six-day winning streak as bonds climb
29 Jul 2025
Contributed by Lukas
Wall Street snapped a six-day winning streak overnight, as investors turned cautious ahead of the highly anticipated Federal Reserve meeting. Industri...
Market Close 29 Jul 25: Inflation, trade talks, and earnings in focus
29 Jul 2025
Contributed by Lukas
The market has tread water again today only inching slightly higher toward the end of the session, likely fuelled by the fact that we are in for a hug...
Morning Report 29 Jul 25: S&P 500 and Nasdaq close at record highs
28 Jul 2025
Contributed by Lukas
Despite a cautious mood, US stocks held near record highs, while the US dollar recorded its biggest jump since May as trade jitters eased. Super Micro...
Market Close 28 Jul 25: Aussie shares edge up in calm before the storm
28 Jul 2025
Contributed by Lukas
The Aussie market edged higher to kick off what's shaping up to be one of the biggest weeks of the year, with major earnings, inflation data and a US ...
Morning Report 28 Jul 25: Better earnings help push Wall Street to new record highs
27 Jul 2025
Contributed by Lukas
Wall Street closed the week at fresh record highs, driven by strong corporate earnings and easing concerns about interest rates. Among the earnings st...
Market Close 25 Jul 25: A huge week ahead
25 Jul 2025
Contributed by Lukas
The Aussie market slipped on Friday as miners gave back gains and financials dragged, capping a choppy week that saw markets flirt with record highs. ...
Morning Report 25 Jul 25: Stocks close at record highs as alphabet fuels AI hopes
24 Jul 2025
Contributed by Lukas
It was a mixed bag of earnings overnight. Tom and Ryan unpack the US session with bond yields increasing while the US dollar dropped, and the S&...
Market Close 24 Jul 25: Aussie stocks dip on RBA comments
24 Jul 2025
Contributed by Lukas
The Aussie market snapped its winning streak despite a strong US lead, with the ASX200 turning lower after RBA Governor Michele Bullock warned inflati...
Morning Report 24 Jul 25: US shares hit record highs on hopes for trade deal
23 Jul 2025
Contributed by Lukas
Encouraging trade news and earnings numbers that have bettered expectations have resulted in new record highs for the US market overnight. Tom and Rya...
Market Close 23 Jul 25: Trade deals spur market gains
23 Jul 2025
Contributed by Lukas
The Aussie market climbed around 0.75% on Wednesday, edging closer to another all-time high. Gains were broad-based, with banks rebounding and miners ...
Morning Report 23 Jul 25: US stocks hold at record highs before Mega Cap results
22 Jul 2025
Contributed by Lukas
Tech names underperformed last night but there was ultimately little change across the broader market. Tariffs continued to gain attention with ...
Market Close 22 Jul 25: Banks and miners play tug of war
22 Jul 2025
Contributed by Lukas
The market has tread water today with the banking and mining sector heading in opposite directions. Laura and Stevie reflect on a session which ...
Morning Report 22 Jul 25: Earnings push Wall Street to new record highs
21 Jul 2025
Contributed by Lukas
Wall Street briefly touched new record highs overnight, but those gains faded by the close as investor sentiment shifted on renewed trade uncertainty....
Market Close 21 Jul 25: Banks drag ASX from record high
21 Jul 2025
Contributed by Lukas
The Aussie sharemarket kicked off the week on the back foot, with a sharp decline wiping out much of Friday’s record-setting rally. Financials w...