Between the Bells

Australian stocks rallied to record highs this week due to easing inflation and positive corporate results, raising hopes for a February rate cut. The upcoming earnings season will reveal the impact of factors like subdued Chinese demand, a weakening Australian dollar, and fluctuating commodity prices on various sectors, including miners, tech, REITs, and consumer discretionary. In this week’s wra...

Wall St fell overnight as the Federal Reserve left interest rates unchanged in its first policy decision of the year. The Dow Jones fell 0.31%, the S&P 500 dropped 0.47% and the tech-heavy Nasdaq closed just over half a percent higher. Over in Europe, markets closed higher as corporate earnings results start to get released. The STOXX600 rose by half a percent with gains lead by the technology...

In the US on Tuesday stocks recovered after the sharp sell-off following the emergence of China’s DeepSeek AI model that offers a lower cost alternative to the billions the US is spending in the AI space. The Nasdaq rallied 2.03%, the S&P500 climbed 0.92% and the Dow Jones ended the day up 0.31%. The DeepSeek AI sell-off on Wall St was due to social media buzz over the weekend around the Chine...

In the US on Monday the S&P500 and Nasdaq fell sharply to start the week lower on investor concerns about the AI bubble bursting due to the emergence of Chinese startup DeepSeek which has possibly made a competitive AI model for a fraction of the cost of the billions Silicon Valley is spending in the space. The Nasdaq tumbled 3.07% and the S&P500 lost 1.46%, while the Dow Jones ended the d...

The ASX200 posted a gain of 0.82% (Monday – Thursday) this week, led by strength for tech, financials, and industrial stocks. Our local market also took strong lead from Wall Street’s Trump rally that saw the S&P500 hit a fresh record. In this week’s wrap, Grady covers: (0:10): tariff announcements in Trump’s first days back in office (2:19): why financials & gold stocks rallied this week...

In the US today on Wednesday the Trump 2.0 fuelled rally extended into the midweek session, sending the S&P500 to a fresh all-time high, up 0.61%, while the Dow Jones rose 0.3% and the Nasdaq ended the day up 1.28%. Strong corporate earnings results are also fuelling the strength in equities with Netflix jumping over 9% after surpassing 300 million paid memberships inQ4, while Procter & Ga...

Wall St was closed overnight due to the Martin Luther King Jr public holiday whilst Donald Trump was inaugurated as the 47th president of the United States. Over in Europe, markets closed slightly higher as investors react to Donald Trump being sworn in as the US president. The STOXX600 closed 0.05% higher with mining stocks leading gains up 1.2%. Germany’s DAX rose by 0.42%, the French CAC jumped...

Wall St closed higher on Friday to post the firstly weekly gain across the three major averages for the year as the big tech rally resumed momentum. The Dow Jones rose 0.78% on Friday and 3.7% for the week, the S&P500 added 1% on Friday and 2.9% for the week, and the Nasdaq ended Friday’s session up 1.51% and added 2.5% for the week. In Europe on Friday the positive investor sentiment extended...

The ASX200 has seen a modest 0.4% gain (Mon – Thurs), recovering from a chopping start to the week. While early trading was marked by mixed signals, the release of the latest US inflation data added optimism to global markets.  In this week’s wrap, Grady covers:  (0:23): implications of the inflation reading on the Fed’s monetary policy (0:52): how Australia’s employment figures impact the economy...

Wall St closed higher overnight after the latest US inflation report showed that core inflation slowed in December. The Dow Jones rose by 1.65%, the S&P 500 jumped 1.83% and the tech-heavy Nasdaq closed 2.45% higher. US Core inflation data was released last night and came in unexpectedly lower than the forecast of 0.3% month on month to 0.2% in December. Over in Europe, markets closed higher f...

Wall St closed mixed again on Tuesday as investors await key inflation data out in the region on Wednesday US time and following the release of a lighter-than-expected producer price index report. The Dow Jones rose 0.52%, the S&P500 gained 0.11% and the tech-heavy Nasdaq ended the day down 0.23%. The US PPI index which measures wholesale inflation increased just 0.2% in December which was bel...

Wall St closed mixed to start the new trading as investors shift out of tech stocks and into the industrials sector of the market. The Dow Jones rose 0.86%, the S&P500 gained 0.16% and the tech-heavy Nasdaq ended the day down 0.38%. Rising bond yields also pressured equities at the start of the week as investors shift to the relatively safer returns of bonds over equities when bond yields rise...

Wall St closed sharply lower on Friday as a hot job report out in the US dampened expectations for further interest rate cuts out of the Fed this year. The Dow Jones fell 1.63%, the S&P500 lost 1.54% and the tech-heavy Nasdaq ended the day down 1.63%. In December US payrolls grew by 256,000 which was well above the 155,000 economists were expecting. While this strong jobs report is good to sig...

Join Grady in the first Weekly Wrap of 2025. The ASX200 advanced 0.95% in the first trading week of the year (Mon – Thurs). Economic data was released this week, which saw inflation cooling, increasing the likelihood of an RBA rate cut in February. However, a strong labour market and persistent inflationary pressures may lead the RBA to hold rates steady. In this week’s wrap, Grady covers: (0:38):...

Wall St closed mixed overnight as investors assess future potential rate cuts from the Federal Reserve following continuous inflationary pressures. The Dow Jones gained a quarter of a percent, the S&P500 jumped 0.16% and the tech-heavy Nasdaq fell by 0.06%. Over in Europe, markets closed lower after regional economic sentiment fell in December, according to data. The STOXX600 closed Wednesday’...

Over in the US on Tuesday, Wall Street closed lower across the major averages as fresh economic data and higher bond yields weighed on investor sentiment. The Dow Jones fell 0.42%, the Nasdaq lost 1.9% and the S&P500 ended the day down 1.11%. Fresh data from the Institute for Supply Management revealed faster-than-expected growth in the US services sector in December which raises investor conc...

Wall Street started the new trading week in mostly positive territory as chip stock boosted the S&P and Nasdaq higher with gains of 0.55% and 1.24% respectively, while the Dow Jones lagged the market with a fall of 0.06%. Market optimism about tech stocks and the earnings growth potential remains elevated which continues to fuel strong tailwinds for the sector. Over in Europe on Monday markets...

Wall Street closed the first trading week of the new year lower for the week but had a slight uplift on Friday as the 2024 darling chip stocks lifted the indices to a positive finish on Friday. The Nasdaq and S&P 500 each snapped 5-day losing streaks to close up 1.77% and 1.26% respectively while the Dow Jones ended the day up 0.8%. Across the European markets on Friday, it was a red finish as...

In the final Weekly Wrap of 2024, Grady recaps a year of strong performance for the ASX. Key factors for 2025 include potential rate cuts, China’s economic recovery, and the impact of new US trade policies. The healthcare sector is poised for growth, and the ASX is expected to rise further.    In this week’s wrap, Grady covers: (0:11): how the ASX performed in 2024 (0:39): China’s economic recover...

Wall St closed sharply lower on Wednesday as investors responded to disappointing rate outlook out of the Fed’s last FOMC meeting for the year. The Dow Jones posted its 10th straight losing session with a decline of 2.58%, while the S&P500 tumbled 2.95% and the Nasdaq tanked 3.56%. The Fed lowered the US cash rate to 4.25%-4.5% as expected at the final Fed rate meeting of the year but investor...

Over in the US on Tuesday, all eyes are on the Fed as the final FOMC meeting for 2024 kicks off today with the expectation that the US central bank will announce a second cut to the nation’s cash rate to end 2024 with a cash rate of 4.25% to 4.5%. The Dow Jones broke a record overnight after posting its 9th straight losing day, the longest streak since 1978, while the S&P500 lost 0.4% and the...

Join us as we conclude our 2024 Meet the Analyst series with a bang. Our Market Analyst, Grady Wulff, sits down with Bell Potter’s analysts John Hester and Thomas Wakim for a comprehensive discussion on the healthcare sector. From deciphering Neuren Pharmaceuticals (ASX:NEU) share price fluctuations to anticipating the news flow that will share 2025 guidance and identifying why Telix Pharmaceutica...

Wall St closed mixed overnight as the Dow fell for the 8th straight session, whilst the Nasdaq closed at another record high. The Dow Jones fell 0.25%, the S&P500 gained 0.38% and the tech-heavy Nasdaq rose by 1.24%. Over in Europe, markets closed lower as the STOXX600 lost 0.14% with the majority of sectors closing in the red. Losses were led by autos stocks which fell 3%. Germany’s DAX lost...

Wall St closed mixed on Friday as investors reassessed their positions ahead of the Fed’s anticipated rate cut this week at the final FOMC meeting for 2024. The Dow Jones fell 0.2% to track its 7th straight losing session in the longest red run since 2020, while the Nasdaq gained 0.12% on Friday and the S&P 500 ended the session flat. Across the European region on Friday, markets closed lower...

This week, key economic news was released which drove both international and global markets. From inflation data readings coming out of both the US and China, to jobs data coming out in Australia, impacting the local market. Grady dives deep into the impact these readings had on the market as we head towards the festive period. In this week’s wrap, Grady covers: (0:25): the final US inflation read...