Skip to main content

Weekly Wrap 10 October

Bell Direct
October 10, 2025

Global markets saw a shakeup this week, as AI optimism cooled, global trade tensions rose, and the US government shutdown continued into week two. The uncertainty saw investors pile into gold, sending it above US$4,000/oz for the first time in history, and with central banks stockpiling bullion and rate cuts expected, the gold rush could still have plenty of room to move in FY26. The renewed drivers and tailwinds are fuelling greater momentum for the gold price, with hedge books winding down at a rapid rate.

In this week’s wrap, Grady covers:

• (0:34): rate cuts and valuation gaps – factors driving the gold rush
• (2:23): how the record run is affecting Aussie mining stocks
• (3:26): highlights from emerging names in the gold sector
• (4:51): how the local market performed over the last trading week
• (5:33): the most traded stocks and ETFs this week
• (6:03): economic news items to look out for next week.

Morning Bell 19 August

Bell Direct
August 19, 2025

Morning Bell 18 August

Bell Direct
August 18, 2025

Morning Bell 14 August

Bell Direct
August 14, 2025

Morning Bell 13 August

Bell Direct
August 13, 2025

Morning Bell 12 August

Bell Direct
August 12, 2025

Morning Bell 11 August

Bell Direct
August 11, 2025

Morning Bell 7 August

Bell Direct
August 7, 2025

Morning Bell 6 August

Bell Direct
August 6, 2025

Morning Bell 5 August

Sophia Mavridis
August 5, 2025

Morning Bell 4 August

Bell Direct
August 4, 2025

Weekly Wrap 1 August

Bell Direct
August 1, 2025

Morning Bell 31 July

Bell Direct
July 31, 2025