CommSec Market Update

Episodes

• 
  PM 16 Oct 26: Best day in 10 weeks for Aussie market 16.10.2026 9m

  The Australian share market finished Friday with strong gains after a volatile week and month. Tech stocks led the rally, posting their best day in months, while materials also rebounded. With US earnings ramping up and local quarterly updates from mining giants ahead, next week promises significant market catalysts. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 16 Oct 26: Can Wall Street shake its AI jitters? 15.10.2026 9m

  AI stocks remained under pressure overnight as concerns around the sector weighed on confidence, although Wall Street recovered from earlier losses. US bond yields also fell sharply, but what's behind the drop? The ASX is poised for a stronger open after weaker-than-expected jobs data eased expectations of another near-term RBA rate hike. Plus, why new research suggests AI may struggle to outperform the share market when picking stocks. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 15 Oct 26: November rate hike? 15.10.2026 9m

  The Australian share market closed nearly flat Thursday after a volatile session marked by weak employment data. Mining stocks slumped while financials rallied, offsetting losses. Market focus shifted to interest rate expectations, with weaker-than-expected job numbers reducing bets on further RBA hikes this year. Upcoming inflation data and US earnings remain key catalysts for direction ahead. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 15 Oct 26: Wall Street tumbles as US inflation climbs 14.10.2026 9m

  Wall Street tumbled overnight as hotter-than-expected US inflation fuelled expectations of further Federal Reserve rate hikes, while heavyweight AI and chip stocks extended their losses. The ASX is also under pressure after yesterday's decline, but what could the latest developments on Wall Street mean for local trading today? Plus, why concerns are growing over the debt levels of companies financing the AI boom. Join James Gruber, Equity Market Strategist and James Tao, Equity Market Commentator at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 14 Oct 26: Investors await US earnings and inflation data 14.10.2026 9m

  The Australian share market fell for the first time this week as investors grappled with rising global bond yields, renewed interest rate concerns, and elevated oil prices. Financials and materials led declines, though energy stocks found support. Key catalysts ahead include tonight's US inflation data and tomorrow's local jobs report, both critical ahead of upcoming central bank decisions. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 14 Oct 26: How will Wall Street respond to earnings season? 13.10.2026 9m

  Wall Street wavered overnight as US earnings season got underway, with mixed results from major banks and another sell-off in chip stocks weighing on sentiment. The ASX is poised for a weaker open after a flat session yesterday, but how will the latest developments on Wall Street affect local trading? Plus, a closer look at which sectors have been driving the Australian share market this year and which have fallen behind. Join James Gruber, Equity Market Strategist and James Tao, Equity Market Commentator at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 13 Oct 26: Tech trouble shakes the ASX 13.10.2026 9m

  The Australian share market finished almost unchanged on Tuesday as investors rotated defensively away from technology into financials and utilities. A sharp selloff in Asian chipmakers weighed on local tech stocks, while materials weakened despite recent gains. The RBA's board minutes reiterated an inflation focus ahead of Thursday's crucial jobs data, with rate hike expectations still priced in for the year. US earnings season kicks off tonight with major bank results. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 13 Oct 26: Wall Street wavers as tech stocks falter 12.10.2026 8m

  Wall Street struggled overnight as a sell-off in chipmakers weighed on tech stocks, while escalating tensions in the Middle East pushed oil prices to near two-week highs. But what could all this mean for the ASX today, following its strongest close in two weeks? Plus, why Australia's recent rebound in home construction still falls short of the government's housing targets. Join James Gruber, Equity Market Strategist and James Tao, Equity Market Commentator at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 12 Oct 26: Best day in over a week for ASX 12.10.2026 9m

  The Australian share market rebounded on Monday with its best day in over a week, driven by strong gains in banking and mining stocks. Financials and materials each rose more than one and a half percent, offsetting weakness in telcos and real estate. A busy week ahead features US earnings season, RBA minutes, September jobs data, and US inflation figures. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 12 Oct 26: Will jobs, inflation and earnings move markets? 11.10.2026 9m

  Wall Street finished higher on Friday as tech stocks rebounded and investors turned their attention to a big week of economic data and corporate earnings. The ASX is poised for a positive open after recording its second consecutive weekly gain, but could upcoming Australian jobs figures, US inflation data and the start of US earnings season shake up markets? Plus, why oil prices remain elevated despite signs of a recovery in shipments through the Strait of Hormuz. Join James Gruber, Equity Market Strategist and James Tao, Equity Market Commentator at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 09 Oct 26: Key tests for market ahead 09.10.2026 9m

  The Australian share market finished Friday with modest gains, pushing into positive territory for a second consecutive week. Tech and consumer discretionary stocks led the rally, while defensive sectors like utilities and property trusts also improved. Key upcoming catalysts include Australian jobs data, US inflation figures, and major corporate earnings reports next week. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 09 Oct 26: Oil soars. What’s behind the latest spike? 08.10.2026 9m

  Oil prices surged overnight, but what’s behind the latest spike? Wall Street retreated as a sell-off in heavyweight tech and chip stocks added to the pressure from rising oil prices, while the ASX is poised for a slightly stronger open. Plus, why more Australians are making voluntary contributions to their superannuation. Join James Tao, Equity Market Commentator and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 08 Oct 26: Banks and miners weigh on ASX 08.10.2026 9m

  The Australian share market fell for a second consecutive session as materials and financial stocks led declines. The ASX 200 faced headwinds from weak iron ore sales negotiations with Chinese buyers and banking sector pressure. European debt concerns and US interest rate signals added to market caution. Energy stocks provided support on oil price gains amid geopolitical tensions. Key inflation data arrives next week ahead of late October US policy decisions. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 08 Oct 26: ASX under pressure as Wall Street retreats 07.10.2026 10m

  Fresh details from the Federal Reserve have revealed what drove last month’s US interest rate hike, but what could they mean for rates from here? Wall Street’s record-breaking run came to an end as investors reassessed the outlook for interest rates and energy costs, with the ASX poised to follow with a weaker open. Plus, why one of the biggest media deals in recent history could reshape the battle for streaming audiences. Join James Tao, Equity Market Commentator and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 07 Oct 26: ASX ends winning streak 07.10.2026 9m

  The Australian share market ended Wednesday slightly lower after a mixed session, with banks and materials weighing on performance despite gains in healthcare and property. Key movers included uranium miners, tech stocks, and dividend payers, while offshore markets hit record highs. US earnings season approaches this week. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 07 Oct 26: Another milestone beckons for Nvidia 06.10.2026 9m

  Wall Street climbed to fresh record highs overnight, but which companies are driving the rally? Megacap and AI-related stocks were among the standouts as Treasury yields eased and investors looked ahead to the upcoming US earnings season, while the Aussie market is set to open flat. Plus, why Australian mortgage holders are proving resilient despite higher interest rates and falling property prices. Join James Tao, Equity Market Commentator and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 06 Oct 26: ASX up, consumer confidence plummets 06.10.2026 8m

  The Australian share market continues its upward trajectory for a third consecutive session, buoyed by strong US leads and solid performance from miners and banks. However, consumer confidence surveys reveal deepening concerns about employment prospects and rising living costs. Tech stocks remain under pressure locally, while property shares rebound. Key developments include a trading halt on Dicker Data pending a material acquisition announcement. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 06 Oct 26: Wall Street breaks records again. Why? 05.10.2026 9m

  Wall Street climbed to fresh record highs overnight, but what is driving the rally? Last week’s softer-than-expected US jobs report has eased expectations of another Federal Reserve rate hike this month, helping lift tech and AI-related stocks, while the ASX is poised to follow with a positive open. Plus, why Nike’s struggles are a reminder that even the world’s biggest brands can lose their edge. Join James Tao, Equity Market Commentator and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  PM 05 Oct 26: ASX ekes out gain in light holiday trade 05.10.2026 9m

  The Australian share market opened with modest gains on Monday but faded through the session, finishing nearly flat as a long weekend holiday dampened trading volumes. Healthcare stocks led the way with several notable corporate deals, while semiconductor stocks benefited from US strength. Investors remain cautious as they digest recent bond market volatility and higher interest rates across multiple regions. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
• 
  AM 05 Oct 26: ASX set to follow Wall Street’s gains 04.10.2026 8m

  Wall Street advanced on Friday after weaker-than-expected US jobs data eased expectations of another Federal Reserve rate hike this month. The ASX is poised to follow with a positive open as trading gets underway despite public holidays in some states, while oil prices eased after G7 countries agreed to release supplies from emergency reserves. Plus, why easing inflation doesn’t necessarily mean households are feeling relief from higher prices. Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.