CommSec Market Update
Business & Finance
About
CommSec Market Update is the podcast that will help you to stay ahead of the trends with daily expert commentary as the market opens and closes. Whether you are invested in the stock market, or just looking to get started, join the team from Australia’s leading online broker and follow the changes as they happen. 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 pro...
Episodes
- AM 11 May 26: ASX to fall, big budget week ahead
This episode discusses the Australian share market's expected fall due to geopolitical tensions, despite Wall Street's record highs. It covers the surge in US oil and base metals, and anticipates the federal budget announcement, highlighti…
- PM 08 May 26: Worst day in 7 weeks for ASX
On May 26, the Australian share market had its worst day in seven weeks, driven by US-Iran escalation. Financials saw declines, but Macquarie Group achieved record earnings. Investors are awaiting the federal budget and CBA results.
- AM 08 May 26: Stocks fall on Iran peace deal doubts
This episode discusses Australian shares facing headwinds due to stalled Middle East peace negotiations and their impact on global markets. Wall Street retreated, and local earnings reports from companies like Macquarie, QBE, REA, and News…
- PM 07 May 26: ASX climbs to 2 week high
The Australian stock market achieved a two-week high, driven by mining stocks and optimism regarding a potential US-Iran peace deal. Oil prices decreased, while individual company performances varied, with Orica rising and Tabcorp and Supe…
- AM 07 May 26: Iran deal nears, stocks soar
This episode of CommSec Market Update discusses the potential Iran peace deal and its effects on global markets. It also covers developments at Berkshire Hathaway after Warren Buffett's retirement, with insights from James Gruber.
- PM 06 May 26: Best day in a month for Aussie stocks
The Australian share market experienced its best day in a month, driven by gains in banks and materials. This rally was attributed to easing Middle East tensions and strong US earnings results.
- AM 06 May 26: US markets hit fresh record highs
US markets achieved new record highs, propelled by strong semiconductor performance. Oil prices decreased following the Iran ceasefire, and attention is now on the implications of the RBA's recent rate hike. James Gruber provides an overvi…
- PM 05 May 26: RBA hikes rates again
The local market saw a 0.2% slide due to a hawkish Reserve Bank and escalating tensions in the Middle East. The RBA raised interest rates to 4.35% for the third consecutive time. Westpac's profits missed expectations, while Flight Centre a…
- AM 05 May 26: Oil soars, stocks dip on Iran attacks
This episode of CommSec Market Update focuses on the market impact of heightened tensions in the Middle East, specifically how oil prices have soared and stocks and bonds have dipped due to Iran attacks. The episode also examines the recen…
- PM 04 May 26: Caution ahead of RBA decision
The Australian share market opened in the red as investors awaited the RBA interest rate decision. This episode covers energy sector weakness, tech strength, company earnings warnings, and upcoming bank results, presented by CommSec Market…
- AM 04 May 26: ASX to slip, US hits new highs
This episode of CommSec Market Update discusses Wall Street reaching record highs due to strong corporate earnings and the Australian share market's anticipated lower opening amidst ongoing US-Iran talks on the Middle East conflict. James…
- PM 01 May 26: ASX snaps 8-day losing streak
The ASX200 ended an eight-day losing streak, while the S&P 500 had its best month since 2020. Market analysts discuss upcoming financial news, including the RBA rate decision and US jobs report. This episode provides an overview of recent…
- AM 01 May 26: ASX to jump as oil sinks
This episode discusses the Australian share market, US investor optimism, corporate earnings, and oil price movements. James Gruber and Gillian Bowen provide key market numbers.
- Market Close 30 Apr 26: Oil hits wartime high
The ASX200 fell for eight consecutive days, but finished April approximately 2% higher. Oil prices reached a four-year high due to US-Iran tensions, leading to a rally in energy shares.
- Morning Report 30 Apr 26: ASX to fall as oil soars
This episode of CommSec Market Update covers the Australian stock market's projected fall due to soaring oil prices. It also discusses the US Federal Reserve's decision to keep interest rates steady and upcoming results from major tech com…
- Market Close 29 Apr 26: Inflation surges on high oil prices
On April 26, the ASX200 fell, marking a seventh consecutive session of declines. March CPI data showed a 4.6% headline and 3.5% trimmed mean. Utilities and energy sectors performed well, and oOh!Media saw a jump due to a Pacific Equity Par…
- Morning Report 29 Apr 26: US stocks fall on renewed AI worries
US stocks experienced a decline due to renewed AI concerns. The episode also covers rising oil prices and examines the validity of the "Sell in May" investment strategy.
- Market Close 28 Apr 26: Longest losing streak since 2022
On April 26th, the local market fell for a sixth straight session, marking the longest losing streak since 2022. Oil prices increased, and monthly gains were reduced. Domino's Pizza saw a significant drop, while European Lithium soared due…
- Morning Report 28 Apr 26: ASX set to drop as oil climbs
The Australian share market is set to open lower, with Wall Street hovering at record highs. This report also examines the reasons behind rising oil prices.
- Market Close 27 Apr 26: ASX slips for fifth day
This episode of CommSec Market Update discusses the ASX200 slipping for a fifth day, along with contributing factors like energy sector declines and a takeover bid for Atlas Arteria. It also highlights key upcoming market risks.
- Morning Report 27 Apr 26: Tech boosts US stocks to a record close
US stocks reached a record close, driven by technology, amidst Middle East uncertainty. The Australian share market is predicted to have a flat start. Gillian Bowen of CommSec reviews the key market figures.
- Market Close 24 Apr 26: Markets brace for jam-packed week
The ASX200 experienced a slip despite a month-to-date gain, with energy performing strongly as oil prices rose. Suncorp secured significant reinsurance, while IGO adjusted its guidance. Upcoming market attention will be on US big tech earn…
- Morning Report 24 Apr 26: Iran jitters, oil jumps and stocks drop
This episode of CommSec Market Update discusses flaring Middle East tensions, oil price hikes, and stock drops. It also covers the Australian share market's opening and the Australian dollar with James Gruber and Gillian Bowen.
- Market Close 23 Apr 26: Oil up, stocks down
On April 26, the local market fell 0.6% due to rising oil prices as US-Iran peace talks stalled. Energy stocks saw gains, while Cochlear and Temple & Webster experienced significant drops. Steve Daghlian and Laura Besarati analyze the day'…
- Morning Report 23 Apr 26: US stocks surge on buoyant earnings
This episode of CommSec Market Update discusses the surge in US stocks due to strong earnings and a ceasefire extension. It also covers the anticipated fall of the ASX as oil prices climb above $100 a barrel, with analysis from James Grube…
- Market Close 22 Apr 26: ASX slumps in worst day in five weeks
On April 26, the Australian share market declined by over 1%, its worst day in five weeks, due to investor reaction to US-Iran peace talks uncertainty. The financial sector led the decline, with Cochlear shares falling significantly, while…
- Morning Report 22 Apr 26: Breaking news on the US-Iran war
This episode of CommSec Market Update covers the extension of the US-Iran ceasefire, oil price surges, and Australian startup trends. Equity Market Strategist James Gruber provides the latest market figures and analysis.
- Market Close 21 Apr 26: US-Iran talks - on or off?
The ASX saw a slight decline of less than 0.1% as investors monitored potential developments regarding the US-Iran ceasefire. While Rio Tinto and Yancoal saw gains, Hub24 shares fell following a quarterly update.
- Morning Report 21 Apr 26: Shares dip as ceasefire deadline looms
Equity Market Strategist James Gruber outlines market performance as shares drop and oil prices rise amid stalled US-Iran ceasefire talks and infrastructure concerns. This update provides key financial figures relevant to current geopoliti…
- Market Close 20 Apr 26: Markets await US-Iran clarity
The local market finished flat following a late recovery, as investors monitored Middle East tensions and oil prices. The episode covers stock movements for NAB, Viva Energy, and Zip, while noting upcoming quarterly reports from BHP, Rio T…
- Morning Report 20 Apr 26: Rocky open expected amid Iran uncertainty
James Gruber and Gillian Bowen from CommSec discuss the expected rocky market open on April 20, citing uncertainty surrounding the US-Iran situation as a key factor. They review the essential financial figures for the week ahead.
- Market Close 17 Apr 26: Investors pause on peace talk uncertainty
Local shares experienced a 0.1% decline as market uncertainty regarding US-Iran peace talks persisted. Market analysts Steve Daghlian and Laura Besarati discuss these movements, including gains for Zip and declines for Temple & Webster, as…
- Morning Report 17 Apr 26: Oil jumps, stocks extend rally
James Gruber and Gillian Bowen discuss the latest updates on the Middle East conflict and Wall Street earnings season. They also look ahead to the Australian market opening.
- Market Close 16 Apr 26: Banks and Miners weigh on ASX
The ASX experienced a decline on April 16, influenced by drops in bank and mining stocks, although tech shares rose. The episode also covers Australian jobs data, Chinese economic figures, and global market trends influenced by US earnings…
- Morning Report 16 Apr 26: S&P 500 hits record high on corporate earnings
In this episode, James Gruber from CommSec discusses the S&P 500 reaching a new record high, contrasted with European market declines. The report also highlights the upcoming Australian unemployment figures.
- Market Close 15 Apr 26: Cautious push higher for Aussie stocks
The ASX 200 gained slightly on Wednesday, driven by tech and materials despite losses in energy and defensive sectors. CommSec analysts Steve Daghlian and Laura Besarati review market movements including Virgin Australia's performance and…
- Morning Report 15 Apr 26: Peace talk prospects lift stocks
In this CommSec Market Update, Equity Market Strategist James Gruber reviews rising share markets linked to potential US-Iran talks and falling oil prices. The report also highlights economic developments in China.
- Market Close 14 Apr 26: BHP leads ASX bounce
The ASX rose 0.5% as BHP shares gained 3.2% amid reports regarding Chinese iron ore imports. Despite market resilience, consumer confidence dropped 12.5% and several companies, including Qantas and Westpac, saw share price declines.
- Morning Report 14 Apr 26: US shares rise on peace deal optimism
James Gruber from CommSec discusses the rise in US share prices following remarks from President Trump regarding Iran, as well as the impact of rising oil prices on Asian markets.
- Market Close 13 Apr 26: Stocks slide as US-Iran talks falter
The Australian share market fell by 0.4% on Monday due to renewed US-Iran tensions and rising oil prices. The session saw significant drops in tech stocks, a 12% decline for A2 Milk, and gains in the energy and defensive sectors.
- Morning Report 13 Apr 26: Markets rocky after no US-Iran deal reached
James Gruber and Gillian Bowen analyze the market impact of the lack of a US-Iran deal following weekend talks. They cover key numbers and discuss potential consequences for global shipping routes and financial markets.
- Market Close 10 Apr 26: Aussie shares rocket to best weekly gain since 2022
The Australian share market saw a minor decline of 0.1% today but achieved its strongest weekly performance since 2022 with a 4.4% gain. Market analysts discuss sector performance, including drops in the energy sector, and look ahead to up…
- Morning Report 10 Apr 26: US markets rise on key war talks
James Gruber and Gillian Bowen analyze the rising US markets following key weekend talks and discuss the ongoing volatility in oil prices. They also examine the potential impact of these global events on the Australian share market.
- Market Close 09 Apr 26: ASX stalls at 1-month high
The ASX 200 steadied following recent gains, with energy stocks rising and technology shares declining. Market analysts monitor the Middle East conflict and US inflation data for potential future impacts.
- Morning Report 09 Apr 26: Stock markets soar after ceasefire agreement
Equity Market Strategist James Gruber discusses global market reactions to a US-Iran ceasefire and expectations for the Strait of Hormuz. Locally, the ASX is expected to dip following the previous day's gains.
- Market Close 08 Apr 26: ASX soars on Iran ceasefire
The ASX rose 2.6% on April 8, 2026, following a two-week ceasefire agreement between the US and Iran. While technology and gold stocks performed well, energy sector stocks experienced significant losses due to a decline in oil prices.
- Morning Report 08 Apr 26: US markets pare losses as Iran deadline nears
James Gruber from CommSec discusses the performance of US markets as a deadline regarding Iran approaches. The episode also highlights rising economic pressures for Australians beyond fuel costs.
- Market Close 07 Apr 26: Aussie market surges despite Trump deadline
The Australian share market rose 1.7%, with all sectors finishing higher despite geopolitical tensions. Tech and retail shares led the rally, while Bank of Queensland rose following the sale of its equipment financing book.
- Morning Report 07 Apr 26: Markets higher ahead of Trump–Iran deadline
US markets rose amid reports regarding a deadline for Iran concerning global energy transit routes. James Gruber and Gillian Bowen analyze these developments, oil prices, and their potential impact on the Australian share market.
- Market Close 02 Apr 26: ASX rattled as war escalates
The ASX 200 declined on Thursday following a hawkish speech by President Trump regarding Iran, which caused global market uncertainty. While energy shares fluctuated, defensive sectors performed better as investors prepared for the Easter…