Skip to main content

Weekly Wrap 12 December

Bell Direct
December 12, 2025

The ASX200 is reflecting an over 5% increase YTD but stretched valuations and lagging financials mean investors should tread carefully heading into 2026. Analysts expect resources to take the lead next year, supported by signs of stabilisation in China, while banks and tech face tougher conditions. With the RBA likely pausing rate cuts through early 2026 and inflation still sticky, sector positioning will be key.

In this week’s video, Sophia covers:

  • (0:22): a review of the ASX200 in 2025
  • (1:02): the risks heading into 2026
  • (1:21): resources, rates & the key themes for next year
  • (2:34): how the local market performed this week so far
  • (3:33): the most traded stocks and ETFs this week
  • (4:76): economic news items to look out for next week.

Morning Bell 31 March

Bell Direct
March 31, 2025

Weekly Wrap 28 March

Bell Direct
March 28, 2025

Morning Bell 27 March

Bell Direct
March 27, 2025

Morning Bell 26 March

Sam Kanaan
March 26, 2025

Morning Bell 25 March

Grady Wulff
March 25, 2025

Morning Bell 24 March

Grady Wulff
March 24, 2025

Weekly Wrap 21 March

Bell Direct
March 21, 2025

Morning Bell 20 March

Bell Direct
March 20, 2025

Morning Bell 19 March

Bell Direct
March 19, 2025

Morning Bell 18 March

Bell Direct
March 18, 2025

Morning Bell 17 March

Bell Direct
March 17, 2025

Weekly Wrap 14 March

Bell Direct
March 14, 2025