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Weekly Wrap 31 January

Bell Direct
January 31, 2025

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 wrap, Grady covers:

  • (0:50): China’s signs of a post- pandemic recovery
  • (1:31): what the gold rally means for gold producers
  • (2:11): the performance of mining stocks
  • (3:30): what to expect this reporting season
  • (4:23): how the local market performed this week so far
  • (5:11): the most traded stocks & ETFs by Bell Direct clients
  • (5:38): economic news items to watch out for.

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Weekly Wrap 6 March

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