Skip to main content

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.

Beston Global Food Company Interview

Bell Direct
August 28, 2015

Bell Direct Insights: Richard Hemming

Bell Direct
August 24, 2015

Bell Potter video: Bank sector update

Bell Direct
August 14, 2015

Agricultural Sector Review

Bell Direct
August 3, 2015

Peter Quinton: three REITs

Bell Direct
July 23, 2015

Contango CIO interview

Bell Direct
July 17, 2015

Julia Lee on mFunds

Bell Direct
July 6, 2015

Livewire Live

Bell Direct
June 29, 2015