US stocks wavered while Treasuries surged after weak retail sales bolstered expectations of Federal Reserve rate cuts. Coca-Cola’s outlook disappointed, though Marriott hit a record high after issuing stronger-than-expected guidance. In Europe, losses in energy stocks offset gains in Ferrari. In commodities, oil edged lower as traders weighed Middle East supply risks, while gold slipped ahead of key US jobs and inflation data. Back home, Aussie shares are expected to open higher on Wednesday, with a bumper earnings day ahead and CSL 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 advice.

US stocks wavered while Treasuries surged after weak retail sales bolstered expectations of Federal Reserve rate cuts. Coca-Cola&rsquo;s outlook disappointed, though Marriott hit a record high after issuing stronger-than-expected guidance. In Europe, losses in energy stocks offset gains in Ferrari. In commodities, oil edged lower as traders weighed Middle East supply risks, while gold slipped ahead of key US jobs and inflation data. Back home, Aussie shares are expected to open higher on Wednesday, with a bumper earnings day ahead and CSL 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 advice.

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 professional advice.

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 professional advice.

Insights, interviews and the latest news and information on investment markets from CommSec, Australia's leading online broker.

CommSec Market Update

Morning Report 11 Feb 26: Wall Street mixed as retail sales data in focus

US stocks were mixed while Treasuries fell after strong jobs data tempered expectations for near-term Fed rate cuts. Investor caution weighed on software names, although Generac bucked the trend, rising on optimism around data centre demand. In Europe, commodity strength helped lift shares to fresh record highs. In commodities, oil advanced as Middle East tensions outweighed a large build in US crude inventories, while gold rose 1% as buyers looked past the robust jobs report. Back home, Australian shares are expected to edge higher on Thursday, with the Aussie dollar hovering near a three-year high.

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.

US stocks were mixed while Treasuries fell after strong jobs data tempered expectations for near-term Fed rate cuts. Investor caution weighed on software names, although Generac bucked the trend, rising on optimism around data centre demand. In Europe, commodity strength helped lift shares to fresh record highs. In commodities, oil advanced as Middle East tensions outweighed a large build in US crude inventories, while gold rose 1% as buyers looked past the robust jobs report. Back home, Australian shares are expected to edge higher on Thursday, with the Aussie dollar hovering near a three-year high.
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.

Morning Report 12 Feb 26: Wall Street remains muted after jobs data

The ASX200 rose 1.6% Wednesday, hitting the 9,000-point level for the first time in 3.5 months as reporting season gained momentum. Financials led gains after CBA's strong half-year results provided a 7% lift, adding about 60 points to the index. The Aussie dollar surged to a 19-month high following RBA hawkish comments that inflation remains too high. Investors now await US jobs data and a wave of local company reports including AMP and Northern Star.

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.

The ASX200 rose 1.6% Wednesday, hitting the 9,000-point level for the first time in 3.5 months as reporting season gained momentum. Financials led gains after CBA's strong half-year results provided a 7% lift, adding about 60 points to the index. The Aussie dollar surged to a 19-month high following RBA hawkish comments that inflation remains too high. Investors now await US jobs data and a wave of local company reports including AMP and Northern Star.
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.

Market Close 11 Feb 26: ASX closes in on record high

The Aussie market clawed back last week’s losses as a resurgence in Materials and Health Care offset a late fade in the banks. Insurers were hammered by fresh AI disruption fears, following the US launch of an AI-powered comparison tool by Insurify, which sparked a heavy sell-off for local companies like Steadfast and IAG. In the resources space, Uranium stocks and BHP advanced, and Pilbara Minerals also found support after locking in a major lithium offtake agreement. However, G8 Education crashed nearly 20% after scrapping its dividend and flagging a massive $350 million write-down. Attention now pivots to a high-stakes Wednesday, with CBA and CSL set to headline the busiest day of the reporting season so far.

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.

The Aussie market clawed back last week&rsquo;s losses as a resurgence in Materials&nbsp;and&nbsp;Health Care offset a late fade in the banks.&nbsp;Insurers were hammered by fresh AI disruption fears, following the US launch of an AI-powered comparison tool by Insurify, which sparked a heavy sell-off for local companies like Steadfast&nbsp;and&nbsp;IAG.&nbsp;In the resources space,&nbsp;Uranium&nbsp;stocks and&nbsp;BHP advanced, and Pilbara Minerals also found support after locking in a major lithium offtake agreement. However, G8 Education&nbsp;crashed nearly 20% after scrapping its dividend and flagging a massive $350 million write-down. Attention now pivots to a high-stakes Wednesday, with&nbsp;CBA&nbsp;and&nbsp;CSL&nbsp;set to headline the busiest day of the reporting season so far.
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.

Morning Report 11 Feb 26: Wall Street mixed as retail sales data in focus

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