Skip to main content

Weekly Wrap 1 March

Grady Wulff
March 1, 2024

As we approach the close of the February 2024 reporting season, 346 companies have shared their results, offering a mixed bag of beats, meets, and misses. While investor sentiment has been volatile, with share prices reacting dramatically to both positive and negative news, brokers have been more cautious, issuing slightly more downgrades than upgrades. So, what were the key themes that emerged during the first half that will shape the second half of the year?

In this week’s wrap, Grady covers:

  • (0:53): why Harvey Norman is rallying despite slowdown
  • (1:56): which retailers are winning as consumer spending eases
  • (2:18): mixed results for Ramsay Healthcare & ResMed
  • (3:50): how commodity prices are keeping miners on edge
  • (4:33): key themes that will continue into second half of FY24
  • (6:28): the most traded stocks & ETFs by Bell Direct clients
  • (7:02): economic data to watch next week.

Read the transcript here

Morning Bell 29 May

Grady Wulff
May 29, 2023

Weekly Wrap 26 May

Grady Wulff
May 26, 2023

Morning Bell 26 May

Sophia Mavridis
May 26, 2023

Morning Bell 25 May

Grady Wulff
May 25, 2023

Morning Bell 24 May

Grady Wulff
May 24, 2023

Morning Bell 23 May

Grady Wulff
May 23, 2023

Weekly Wrap 12 May

Grady Wulff
May 12, 2023

Morning Bell 12 May

Sophia Mavridis
May 12, 2023

Morning Bell 11 May

Grady Wulff
May 11, 2023

Morning Bell 10 May

Grady Wulff
May 10, 2023

Morning Bell 9 May

Sophia Mavridis
May 9, 2023