Markets may firm slightly, but concerns over Trump tariffs persist; however, companies moving beyond AI could gain a competitive edge.

Outlook for the week of July 27–31: The S&P/ASX 200 may trend slightly higher, as concerns over potential U.S. tariffs under President Trump are offset by Australia’s relative strength outside of AI-related sectors. Market participants will likely focus on inflation trends ahead of the release of Q2 (April–June) consumer price index (CPI) data on July 29. A stronger-than-expected reading could weigh on sentiment by increasing the likelihood of an August rate hike, while softer data may be viewed as a buying opportunity. U.S. President Donald Trump has announced plans to raise tariffs on Australian imports, prompting caution; however, the recent global selloff in AI-related stocks may highlight Australia’s relative advantages.

Fisco JapanJul 26 08:43

It is clearly viewing the rise in U.S. equities and the declining probability of interest rate hikes as positive factors.

Market Overview for the Week of June 29 – July 3: The S&P/ASX 200 reached a high of 8,724.5, a low of 8,724.5, and closed at 8,844.4, up 0.92% from the previous week, supported by rising U.S. equities and declining expectations for further rate hikes. On July 1, May building permit data came in below consensus estimates, slightly easing inflation concerns. The Dow Jones Industrial Average hitting a record high fueled global risk-on sentiment, prompting international capital flows into Australian equities, which had been lagging behind.

Fisco JapanJul 5 07:47

Higher Crude, Persian Gulf Outlooks Lowers Asian Stock Markets

MT NewswiresMay 28 18:37

Furutta and others [Attractive stocks identified through trading volume trends]

Closing prices, day‑over‑day changes, and trading volumes: *<3936> Global W 177 181 195 8200* <4885> Muromachi Chemical 111 215 0 189 000* <2586> Frutta 110 302 0 403 300* <8798> Advance Create 142 131 60 56 000* <6245> Hirano Tech 186 324 83 91 000* <9212> GEI 339 165 60 70 000* <3011> Banners 180 291 22 000* <1555> Listed A‑REIT 250 43 18

Fisco JapanMay 28 06:28

Australia Shares Set to Rise as Oil Prices Fall -- Market Talk

WSJMay 26 06:31

It is expected to trade firmly, supported by a stronger tone, easing concerns over interest rate hikes, and a sense of playing catch-up.

Outlook for the week of May 25–29: The S&P/ASX 200 may trade with underlying strength, supported by receding concerns over interest rate hikes and a sense of playing catch-up. Market attention is likely to focus on inflation trends ahead of the release of April’s Consumer Price Index (CPI) on May 27. Should the data come in weaker than expected, the Reserve Bank of Australia (RBA) would most likely hold off on raising rates at its June 16 meeting, potentially boosting investor confidence and supporting buying activity. Additional factors underpinning demand include the index’s lagging performance relative to record-high U.S. and Japanese equities, as well as optimism surrounding a potential resolution to the Iran conflict.

Fisco JapanMay 24 07:47