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Weekly Wrap 26 September

Bell Direct
September 26, 2025

September’s volatility carried into this week, with global AI concerns, inflation, and visa uncertainties weighing on sentiment. Meanwhile, gold surged to record highs, giving local miners a boost.

In this week’s wrap, Grady covers:

  • (0:12): Global market volatility and gold hitting new record highs
  • (0:35): Australia’s latest monthly CPI print and implications for the RBA
  • (2:30): unemployment holding at 4.2% and what this means for stability
  • (2:58): GDP growth of 0.6% QoQ and signs of a rebound in per capita terms
  • (4:45): how the ASX200 performed this week so far
  • (5:35): most traded stocks and ETFs by Bell Direct clients this week
  • (6:07): key data to watch next week – RBA decision, trade balance, US jobs & China PMI

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