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Weekly Wrap 25 July

Bell Direct
July 25, 2025

As July wraps up, all eyes turn to August reporting season, where investors are bracing for modest earnings growth and heightened volatility. Banks, staples and tech stocks face valuation pressure, while retailers and miners contend with weaker demand and rising costs. Expect capital management, cost control and forward guidance to separate the standouts from the strugglers.

In this week’s wrap, Grady covers:

  • (0:11): the pivot away from the financial sector
  • (1:38): a dive into the technology, retail, healthcare and materials sectors
  • (3:21): key risks to watch out for this reporting season
  • (4:12): how the market performed this week so far
  • (4:47): the most traded stocks and ETFs this week
  • (5:14): economic news items to look out for.

Morning Bell 14 August

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Morning Bell 13 August

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Morning Bell 12 August

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August 12, 2025

Morning Bell 11 August

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Morning Bell 7 August

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August 7, 2025

Morning Bell 6 August

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August 6, 2025

Morning Bell 5 August

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Morning Bell 4 August

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August 4, 2025

Weekly Wrap 1 August

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August 1, 2025

Morning Bell 31 July

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Morning Bell 30 July

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July 30, 2025

Morning Bell 29 July

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July 29, 2025