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.

Market Insights: As Good as Gold

Grady Wulff
March 21, 2024

Morning Bell 21 March

Sophia Mavridis
March 21, 2024

Morning Bell 20 March

Sam Kanaan
March 20, 2024

Morning Bell 19 March

Sam Kanaan
March 19, 2024

Morning Bell 18 March

Sophia Mavridis
March 18, 2024

Weekly Wrap 15 March

Grady Wulff
March 15, 2024

Morning Bell 15 March

Sam Kanaan
March 15, 2024

Morning Bell 14 March

Sophia Mavridis
March 14, 2024

Morning Bell 13 March

Sam Kanaan
March 13, 2024

Morning Bell 12 March

Sam Kanaan
March 12, 2024

Morning Bell 11 March

Sam Kanaan
March 11, 2024

Weekly Wrap 8 March

Sophia Mavridis
March 8, 2024