Skip to main content

Weekly Wrap 10 October

Bell Direct
October 10, 2025

Global markets saw a shakeup this week, as AI optimism cooled, global trade tensions rose, and the US government shutdown continued into week two. The uncertainty saw investors pile into gold, sending it above US$4,000/oz for the first time in history, and with central banks stockpiling bullion and rate cuts expected, the gold rush could still have plenty of room to move in FY26. The renewed drivers and tailwinds are fuelling greater momentum for the gold price, with hedge books winding down at a rapid rate.

In this week’s wrap, Grady covers:

• (0:34): rate cuts and valuation gaps – factors driving the gold rush
• (2:23): how the record run is affecting Aussie mining stocks
• (3:26): highlights from emerging names in the gold sector
• (4:51): how the local market performed over the last trading week
• (5:33): the most traded stocks and ETFs this week
• (6:03): economic news items to look out for next week.

Market Wraps

Get the latest market news analysis with Bell Direct's Market Wraps.

Insights

At Bell Direct, you can trade smarter with our market insights, stock tips and real broker research. Open an account today and start online trading.

Demos

Learn how to trade on our award winning platform and use our trading tools with these smart tutorials.

Ads

Find out more about our new products and latest ads.

SMSF

Get the latest SMSF insights