Market Close 11 Jul 25: US rare earth investment pushes miners higher
It has been a quiet day for the Aussie market, but some rare earth stocks have been standouts. Stevie is solo to reflect on the session which has seen very little movement as the market danced around a record high. Stevie discusses the week which may have led to this cautious sentiment with rates remaining on hold, and Trump continuing to make tariff headlines. Only the mining sector saw gains locally today and so he unpacks the catalyst behind this, talks through the best and worst performers with HMC Capital losing ground, and he looks to the 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 omnystudio.com/listener for privacy information.
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Morning Report 11 Jul 25: Wall Street hits fresh record highs
Wall Street rallied overnight, with the S&P 500 and Nasdaq hitting fresh record highs as investors shrugged off tariff concerns. Delta Airlines boosted sentiment with an upbeat outlook, while Nvidia CEO Jensen Huang is now on track to surpass Warren Buffett in personal wealth. In corporate news, Nutella maker Ferrero is reportedly planning a $3 billion USD acquisition of Kellogg’s. Across the Atlantic, the UK’s FTSE also hit record highs, driven by strength in mining stocks. In commodities, iron ore jumped to multi-month highs on hopes of fresh stimulus from China, while oil prices slipped amid speculation that OPEC+ may pause supply cuts. Back home, the ASX is on track to end the week by resetting its own 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.
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Market Close 10 Jul 25: What potential 200% pharmaceutical tariffs meant for healthcare
The market has reversed the losses of yesterday and is on track for the best day in more than two weeks. Laura is solo to reflect on the session where the financial sector has performed well as have real estate stocks rebounding from the recent losses after th interest rate hold decision. Lifestyle Communities continued to gain attention, as did Netwealth, and Trump’s potential 200% pharmaceutical tariff saw CSL lose ground. NVIDIA hit milestones and Laura looks to the day 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 omnystudio.com/listener for privacy information.
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Morning Report 10 Jul 25: Nasdaq closes at record high, driven by Nvidia
Wall Street surged as trade concerns eased, with the tech sector—particularly the Nasdaq—leading the gains. Nvidia made headlines by becoming the first company to reach a $4 trillion US valuation, while renewable energy firm AES also saw a sharp stock jump amid takeover interest. However, geopolitical tensions persist, with President Trump unveiling a fresh round of tariffs targeting countries from Iraq to the Philippines. Meanwhile, minutes from the latest Federal Reserve meeting revealed a divided committee on inflation and the future path of interest rates. Back home, Aussie shares are expected to edge higher on Thursday, supported by rising energy prices. 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.
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Market Close 09 Jul 25: Copper stocks slump on tariff threats
Tariffs continue to lead the conversation today as Laura and Stevie unpack the worst day for the Aussie market in around 9 weeks. Despite being the worst day, the market has once again not moved much, Trump has discussed a 50% tariff on copper which has seen copper stocks and gold prices take a hit, and he has continued to discuss tariffs on pharmaceuticals. Property stocks have taken a hit amid the recent interest rate hold decision, and Laura and Stevie look to the day 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 omnystudio.com/listener for privacy information.
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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.
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