Morning Report 02 Oct 25: Healthcare pushes stocks to record highs

2025-10-01

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Join Tom and Ryan as they discuss the week ahead in Aussie and global markets. US stocks hit fresh record highs despite the government shutdown, as investors increasingly bet on near-term rate cuts following the biggest fall in private payrolls since 2023. Healthcare stocks led gains, lifted by eased pricing fears after the Trump deal, while Nike surprised with stronger sales. In commodities, gold surged past $3,800 while oil slid to a sixteen-week low ahead of the OPEC meeting. Back home, Aussie...

Join Tom and Ryan as they discuss the week ahead in Aussie and global markets.

US stocks hit fresh record highs despite the government shutdown, as investors increasingly bet on near-term rate cuts following the biggest fall in private payrolls since 2023. Healthcare stocks led gains, lifted by eased pricing fears after the Trump deal, while Nike surprised with stronger sales. In commodities, gold surged past $3,800 while oil slid to a sixteen-week low ahead of the OPEC meeting. Back home, Aussie shares are set to open higher on Thursday ahead of the RBA’s financial stability review.

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