CommSec Market Update

The ASX200 rose about half a percent to just above 8,900, its best week in four months, driven by financials and consumer discretionary while tech and utilities slipped. Energy fell after oil prices dropped on eased US-Iran tension. Top gainers were Catalyst Metals and DroneShield. Look out for Aussie jobs, RBA meeting and US inflation data next 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 professional advice.See omnystudio.com/listener for privacy information.

Wall Street rebounded overnight as TSMC ignited a rally in chipmakers, lifting tech heavyweights while small caps continued to outperform. Goldman Sachs traders also notched a record-breaking performance. In Europe, shares climbed to fresh record highs, led by gains in technology and financial stocks. In commodities, oil slid 4% after comments from Donald Trump eased concerns over Iranian supply, while gold edged lower as stronger US jobs data boosted the US dollar. Back home, Aussie shares are expected to open flat after four consecutive sessions of gains.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 logged a fourth consecutive day of gains, up about 1.5% this week and 1.6% month‑to‑date, while the materials sector led with an 8% YTD rise and a 1% daily boost. Tech slipped 2.2% and Aussie Broadband fell 4.5%. BHP rallied 8% as its gap with CBA closed, and lithium miners surged, highlighted by Liontown’s 42% YTD jump. Looking ahead, US earnings, job‑less‑claims data, manufacturing figures and dividend‑paying ETFs will shape market sentiment. 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 as mixed results from big banks weighed on sentiment, while tech stocks retreated on renewed concerns over Nvidia’s chip outlook. Travel stocks also came under pressure as the US flagged plans to cancel certain holiday visas. In Europe, shares closed at record highs on Wednesday. In commodities, oil climbed on Iranian supply concerns, while copper, gold and silver surged to all-time highs. Back home, Aussie shares are expected to edge higher on Thursday, supported by strength in the mining sector. 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 0.7 points and still near a two‑month high, about 3.3 % below last year’s record. Materials hit a fresh all‑time high (+0.9 %), while energy rose 2.3 % on oil gains. Financials fell 1.7 % led by CBA. Softer US inflation leaves the Fed likely to hold rates, with its decision and major US bank earnings later this week, and Australian jobs data due Thursday. 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.