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Weekly Wrap 25 July

Bell Direct
July 25, 2025

As July wraps up, all eyes turn to August reporting season, where investors are bracing for modest earnings growth and heightened volatility. Banks, staples and tech stocks face valuation pressure, while retailers and miners contend with weaker demand and rising costs. Expect capital management, cost control and forward guidance to separate the standouts from the strugglers.

In this week’s wrap, Grady covers:

  • (0:11): the pivot away from the financial sector
  • (1:38): a dive into the technology, retail, healthcare and materials sectors
  • (3:21): key risks to watch out for this reporting season
  • (4:12): how the market performed this week so far
  • (4:47): the most traded stocks and ETFs this week
  • (5:14): economic news items to look out for.

How to: Bell Direct’s ETF filter

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Weekly Wrap 4 September

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How to: Use Bell Direct’s mFund filter

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Morning Bell 4 September

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How to: Market Map

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Morning Bell 3 September

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How to: Unusual Volume

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Morning Bell 2 September

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Morning Bell 1 September

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Morning Bell 31 August

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Weekly Wrap 28 August

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Morning Bell 28 August

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