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 2 January

Jessica Amir
January 2, 2020

Morning Bell 31 December

Bell Direct
December 31, 2019

Morning Bell 30 December

Bell Direct
December 30, 2019

From the Helm: Michael McCorry

Bell Direct
December 23, 2019

Morning Bell 23 December

Bell Direct
December 23, 2019

Morning Bell 19 December

Bell Direct
December 19, 2019

Morning Bell 18 December

Bell Direct
December 18, 2019

Morning Bell 17 December

Bell Direct
December 17, 2019

Morning Bell 16 December

Bell Direct
December 16, 2019

Morning Bell 12 December

Bell Direct
December 12, 2019

Morning Bell 10 December

Bell Direct
December 10, 2019

Morning Bell 9 December

Bell Direct
December 9, 2019