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Weekly Wrap 1 May

Bell Direct
May 1, 2026

Strong earnings and a resilient US economy are pushing Wall Street higher, with Meta and Alphabet leading a massive week of mega-cap reporting. It’s a different story in Australia, as local sectors dipped in April as investors trade cautiously amid rising interest rates and persistent inflation signals.

In this week’s wrap, Will and Sophia cover:

  • how the key asset classes performed this month
  • US earnings results from Meta, Alphabet, Google, and Caterpillar
  • the share price decline across Australia’s major supermarkets
  • the key highlights from Bell Potter’s research
  • the demand and supply shift in the lithium sector
  • what to expect from the RBA next week.