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The 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 Standard data and China’s upcoming policy meeting. 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 opened cautiously, with US stocks and bonds fluctuating ahead of the Federal Reserve’s policy decision, while Treasury yields pared earlier declines after stronger-than-expected jobs data. In corporate news, Ray-Ban maker EssilorLuxottica closed lower as Google revealed plans for AI-powered glasses, and Donald Trump has approved Nvidia’s shipment of H200 chips to China. In commodities, iron ore extended its losses as supply from the Simandou project ramps up. Back home, Aussie shares are set to rise on Wednesday after the RBA takes rate cuts off the table for now. 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 slipped about 0.5 % to under 8 600 points, with every sector in the red. Tech off 1.3 %, mining down 0.5 % and energy down 1 % after oil fell. The RBA left rates unchanged, shifting market focus to a 2026 hike. Look out for Thursday’s jobs numbers, January CPI and US Fed cut, plus quarterly ASX index rebalance. 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 slipped overnight as U.S. Treasury yields climbed to multi-month highs, with investors sharpening their focus on the Federal Reserve. In corporate news, Paramount ratcheted up its battle for Warner Bros. with a hostile bid. In commodities, oil eased as Iraqi oilfield production returned to service, gold edged lower as traders grew cautious ahead of the FOMC meeting, and iron ore declined amid weakening demand signals from China. Back home, Aussie shares are set to open lower on Tuesday, with the RBA widely expected to keep rates on hold. 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 opened flat, slipping about 0.1 % as investors await the RBA’s rate decision and the Fed’s expected cut. Mining and energy retreated after last week’s gains, while telecom led the market up 1 %. China’s export data and upcoming policy meeting add further focus, and lithium miners remain a bright spot. 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.

US stocks held onto gains as the Fed countdown began, with the S&P 500 quietly rebounding to near a record high. In company news, Netflix slipped on a bumper deal with Warner Bros, while Ulta Beauty beat expectations ahead of the holiday sales period. Meanwhile, US Treasury yields edged higher following cooler PCE inflation data. In commodities, silver hit a record high on Fed rate-cut optimism, while oil prices held steady amid stalled Ukraine peace talks. Back home, Aussie shares are expected to open lower ahead of the RBA’s interest rate decision. 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.

Stevie and Laura wrap up a quiet first week of December, with the ASX managing a small lift to notch its fourth straight day of gains. Investors worked through mixed local data, including softer GDP but a surprisingly strong jump in household spending has kept rate expectations in focus. Lithium miners were standouts on upgraded demand forecasts, Premier Investments weighed on consumer discretionary after flagging softer earnings, and NextDC climbed after striking a major data centre deal with OpenAI. With the RBA’s decision on Tuesday, the US Fed on Thursday, and key inflation and jobs data on the way, markets are bracing for a big week 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 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 omnystud

Wall St was little changed overnight as traders absorbed mixed US labour data and strengthened expectations for a Fed rate cut next week, while small caps hit new highs and nuclear energy stocks rallied. Industrials and communication services helped keep the S&P 500 near record levels, bond yields ticked higher, and European markets rose on improved risk appetite. Locally, the ASX is set to open higher after miners hit fresh record highs, supported by copper strength, with oil, gold and iron ore all firmer ahead of key US 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 Aussie market scraped out a third straight day of gains, but only just, with materials once again doing all the heavy lifting as copper hit another record and pushed BHP, Rio Tinto and South32 higher. A stronger than expected jump in October spending kept rate chatter alive, knocking property trusts and retailers lower as markets briefly toyed with the chance of an extra hike next year. Energy edged higher on firmer oil, BetMakers popped on a new wagering deal, Nuix announced an AI-powered acquisition, while both Regis Resources and Regis Healthcare stocks finished weaker and Vulcan Energy slid after a major capital raise. 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

Wall Street advanced on Wednesday as weak ADP jobs data bolstered rate-cut hopes, while US Treasuries gained on signs of labour-market softness. The technology sector ended broadly lower, with Microsoft slipping on reports of weaker demand for some AI tools, though Microchip bucked the trend with a strong jump after an upbeat earnings forecast. In commodities, oil prices climbed as Moscow peace talks failed to gain traction, while copper and silver hit fresh record highs. Back home, Aussie shares are set to edge higher on Thursday ahead of key household spending 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 barely moved, up only five points, after September quarter GDP showed 0.4 % growth versus the expected 0.7 %. The modest rebound faded as investors eyed US data. November ADP jobs, industrial production and the Fed’s December dot plot. Plus, the RBA’s 2026 rate outlook. Energy and health lagged, while iron ore miners slipped on Vale’s demand downgrade. 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.

US stocks found their footing on Tuesday, lifted by a bitcoin rally after a sharp sell-off. Treasury markets also found firmer ground as traders evaluated the latest signals from the Federal Reserve. In company news, Boeing flew higher on stronger delivery plans, and MongoDB surged after raising its forecast. Gains were tempered, however, by weakness in paper and packaging companies, which weighed on the materials sector. In commodities, gold retreated on profit-taking, oil prices eased amid uncertainty over Russia-Ukraine peace talks, and iron ore advanced on Chinese infrastructure demand. Looking ahead, Aussie shares are poised to edge higher on Wednesday ahead of economic growth 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 approp

Steve and Laura report a modest rise in the ASX200, buoyed by energy and mining gains, while other sectors lagged. US markets have been relatively weak, yet commodity prices pushed Australian shares higher, with oil and gold hitting fresh highs. Look out for tomorrow’s Australian Q3 growth figures and a big US earnings cycle that could test the rally. 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 slipped overnight as rising bond yields and weakness in crypto-exposed stocks weighed on sentiment. US Treasuries also declined, with fresh corporate debt issuance adding pressure after Japan’s bond sell-off last week. Still, Black Friday and Cyber Monday sales helped lift major US retailers. Elsewhere, European markets kicked off December on the back foot, dragged lower by a slide in Airbus. In commodities, oil rose more than a dollar a barrel after OPEC’s latest move, while silver hit a record high as growing rate-cut expectations pressured the US dollar. Back home, Aussie shares are set to open higher, with Collins Foods earnings in focus. 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 adv

The ASX200 was down about 0.6% as US futures pointed to a softer start, with the Nasdaq futures dropping around 0.75% and the Dow about 0.5%. Energy shares were the only sector in the green, up roughly 0.5%, while health, financials, tech and real estate all fell. An ASX technical glitch halted 80 stocks, most notably Metcash, which slid 9.2%. Investors will watch the Wednesday update on three‑month Aussie growth, US jobs and inflation data, and the Fed decision due on 10‑11 December. 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 edged higher on Friday as a CME outage disrupted global trading for several hours. The S&P 500 notched its biggest weekly advance since May while the Nasdaq broke its seven-month winning streak in November. Meanwhile, US government bond yields also lifted on expectations of heavy corporate debt issuance. In commodities, OPEC stuck with plans to halt production increases in the March quarter of 2026, and gold surged more than 5% over the month. Back home, Australia is set for a steady start to trade after its worst November since 2014, while home prices hit fresh record highs. 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 closed essentially flat, down only three points, after a volatile November that saw the index fall about three percent for the month but climb 2.4 percent this week, snapping a four‑week losing streak. Rate‑cut hopes were dented by hotter‑than‑expected inflation, while sector performance was mixed. Tech, finance and property fell, but healthcare, consumer staples and WiseTech rose. Upcoming drivers include the OPEC+ meeting, Black Friday sales and Australian economic data on building approvals and September‑quarter growth. 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.

US financial markets are closed for the Thanksgiving holiday on Thursday, while European stocks are heading for a muted finish to November. Bitcoin topped 90,000 on shifting sentiment, and China’s ANTA Sports is reportedly weighing a potential bid for Puma. In commodities, gold slipped from two-week highs while iron ore inched higher on a softer US dollar. Back home, Aussie shares are expected to open lower, snapping a four-day winning streak. 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 was flat after a 0.4% rise early, keeping a 2.3% weekly gain and ending a four week losing streak. Tech stocks outperformed, up about 2%, while energy fell 1.3% on oil price drops ahead of the OPEC meeting. With US markets closed for Thanksgiving, focus shifts to European cues and the upcoming Black Friday Cyber Monday retail surge. 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.

Technology stocks continued to lift Wall Street, helping the market recover ground lost in last Thursday’s sell-off as falling bond yields supported sentiment. The Philadelphia Semiconductor Index jumped nearly 3%, while Dell Technologies rose 6% on strong data-centre demand. Elsewhere, Robinhood shares surged 10% on acquisition developments, whereas John Deere slipped on a grim agriculture outlook. Back home, futures point to gains ahead of today’s business investment data. Farewell, Tom! Your market insights and sharp sense of humour will be greatly missed. 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.