Between the Bells

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Between the Bells

Bell Direct

1641 episodes

3 weeks ago

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...

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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...

Show more...

Episodes (20/1641)

Between the Bells

Weekly Wrap 12 December

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...

3 weeks ago

4 minutes

Between the Bells

Morning Bell 11 December

Overnight, Wall St surged after the Federal Reserve officially approved a quarter percentage point cut to the interest rates, bringing the rate to the range of 3.50% - 3.75%. The Dow Jones rallied 1.1% on the news, the S&P500 jumped 0.8% and closed just shy of its all-time high, and the Nasdaq gained 0.5%. In his remarks, Chairman Jerome Powell ruled out any chance of a rate increase in 2026, and investors are betting that there will be at least one, if not multiple rate cuts to come next...

4 weeks ago

3 minutes

Between the Bells

Morning Bell 10 December

Starting in the US overnight, Wall St saw a relatively flat session, as all eyes remain on the impending Fed meeting later this week. While investors are expecting a nearly 90% chance of a rate cut, focus will be on the economic projections and the general sentiment of Chairman Jerome Powell to help shape how markets will react over the next few weeks. The S&P500 closed the trading day flat, the Nasdaq gained 0.1%, while the Dow Jones fell 0.4%, primarily weighed down by 4.7% drop for JP ...

4 weeks ago

3 minutes

Between the Bells

Morning Bell 9 December

Overnight the US markets pulled back to start the week, as investors await the Fed’s pivotal final meeting of 2025 later this week. The S&P 500 slid 0.5%, the Nasdaq slid 0.4%, while the Dow Jones slid 0.6%. There was mixed sentiment across other global markets - the pan-European Stoxx600 dropped just under 0.1%, as 0.1% gain for Germany’s Dax was outweighed by a 0.2% drop for the FTSE and a 0.1% drop for the French CAC. And in Asia, the Chinese CSI gained 0.8%, the Japanese Nikkei ...

1 month ago

2 minutes

Between the Bells

Morning Bell 8 December

US equities ended the trading week in the green, as all three industry benchmarks closed higher. The Dow Jones gained 0.22%, the S&P500 posted a four-day winning streak, closing 0.19% higher, putting the index about 0.7% off its intraday record. This was after the latest inflation data was announced, which may provide incentive for the Federal Reserve to lower interest rates this week. European markets closed mostly in the red, however the German DAX managed to advance 0.6%, while F...

1 month ago

3 minutes

Between the Bells

Weekly Wrap 5 December

Emerging markets (EM) are positioned for continued out-performance of developed markets, driven by structural tailwinds and a rising middle class. With EM equities modestly valued and supported by a weaker US dollar, now is an attractive entry point. These markets offer exposure to transformative themes like AI, infrastructure development, and green energy transition. Bell Potter’s analysts share their ideal strategy for how to most effectively gain exposure to these markets, and capitalise o...

1 month ago

4 minutes

Between the Bells

Morning Bell 4 December

Kicking off in the US, Wall St extended its gains overnight after new jobs data was released which further increased the likelihood of a Fed rate cut next week. The S&P 500 gained 0.5%, the Nasdaq gained 0.4%, while the Dow Jones index added 1%. Europe saw a mixed day on the markets – the broader Stoxx600 added 0.1%, as a 0.2% gain for the French CAC was offset by a 0.1% drop for both the FTSE and German DAX. And in Asia, the Chinese CSI saw a 0.5% drop, the Hang Seng fell 1.3%. while the...

1 month ago

2 minutes

Between the Bells

Morning Bell 3 December

Overnight in the US Wall St rebounded from Monday’s drop as Cryptocurrency regained some of its losses, and investor confidence in an imminent Fed rate drop grows. The Dow Jones added 0.5%, the S&P500 gained 0.4%, while the Nasdaq was the biggest winner on the day, closing 0.8% in the green as tech stocks, especially those in the recently volatile AI trade, posted gains. It was a relatively stable day across the other global markets – in Europe the Stoxx600 index rose just 0.06% as ...

1 month ago

3 minutes

Between the Bells

Morning Bell 2 December

Wall St kicked off the festive season with a slide in the first trading session of December, as a broad Cryptocurrency sell off dented general investor sentiment. Flagship currency Bitcoin slumped over 6% to below US$86,000, adding to the over 30% drop in price experienced over the last 2 months from highs of $125,000 in October. The S&P 500 fell 0.4%, the Dow Jones lost 0.7%, and the Nasdaq shed 0.4%. It was a relatively stable day across the European markets, with the exception of...

1 month ago

3 minutes

Between the Bells

Morning Bell 1 December

Wall Street closed in the green on Friday, climbing to near record highs in a shorten session for Thanksgiving, with retail gains and as tech stocks recovered. However, global futures markets fluctuated on Friday following a CME outage, which is the world’s largest trading operator. This halted trading in stocks, bonds and commodities. The Dow Jones closed with a 0.6% gain, the S&P500 up 0.54% and the Nasdaq rebounded, closing 0.65% higher. European markets also ended the week in th...

1 month ago

2 minutes

Between the Bells

Weekly Wrap 28 November

After an impressive 83% of S&P500 companies beat their earnings forecasts, what is next for US equities? The US market has picked up steam again, spurred by strong Q3 results and solid performance in the high-flying AI sector, while financials also proved a standout performer. Bell Potter’s analysts share their views on where the rally is headed, their outlook for the medium term, and factors impacting the market to look out for. In this week’s wrap, Sophia covers: (0:18): an overview of ...

1 month ago

4 minutes

Between the Bells

Morning Bell 27 November

Overnight in the US, Wall St posted its 4th consecutive day of gains, with all 3 of the major indexes closing in the green. The Dow Jones climbed 0.8%, the S&P500 climbed 0.9%, while the Nasdaq saw the biggest wins of the day, advancing 1%. The S&P500 and Dow Jones are both up around 3% this week, putting them on pace for their best weeks since late June, while the Nasdaq has advanced more than 4%, giving it its best week since mid May. European markets saw similar gains – the pan Eur...

1 month ago

3 minutes

Between the Bells

Morning Bell 26 November

Starting in the US, Wall St maintained its rally as investors’ optimism for a further rate cut in December continues to grow. It is estimated that there is now around an 80% chance of a rate cut in December, sparking hopes for a continued rally into the final month of the year. The Dow Jones gained 1.43%, the S&P500 gained 0.94%, while the Nasdaq posted a 0.67% gain, as an all time high for Google parent company Alphabet was offset by a 2.6% drop for Nvidia. Europe and Asia sa...

1 month ago

4 minutes

Between the Bells

Morning Bell 25 November

Starting in the US, overnight Wall St continued its rebound sparked by a revival of the AI trade, with gains primarily lead by Google parent company Alphabet. The S&P 500 increased by 1.59%, the Dow Jones gained 0.44%, while the Nasdaq jumped 2.69%, as other big tech names such as Broadcom, Palantir, AMD and Nvidia all followed Alphabet’s lead and posted gains. Across other international markets, it was a mixed bag of results. In Europe, the broad Stoxx 600 edged slightly up 0.14%, ...

1 month ago

3 minutes

Between the Bells

Morning Bell 24 November

US equities ended the trading week with a strong rebound. All three industry benchmarks closed in the green on Friday. The Dow Jones up 1.08%, the S&P500 up 0.98% and the tech heavy Nasdaq up 0.88%. This rebound came after New York Federal Reserve President John Williams suggested the central bank could cut interest rates yet again this year. European markets closed mixed amid global volatility. The German DAX was down 0.8% while France’s CAC was slightly higher, just 0.2%. The FTSE100 ga...

1 month ago

3 minutes

Between the Bells

Weekly Wrap 21 November

The ASX200 rebounded this week after Nvidia’s strong results eased fears of an AI-driven tech correction. Local wage data also helped steady sentiment, showing a cooler labour market without shifting rate expectations. Staples remain solid, while discretionary names are showing fresh momentum, prompting Bell Potter to rotate toward leaders like Woolworths (ASX:WOW), Endeavour (ASX:EDV), Bega Cheese (ASX:BGA) and Accent Group (ASX:AX1). In this week’s wrap, Sophia covers: (0:10): what was behi...

1 month ago

6 minutes

Between the Bells

Morning Bell 20 November

In the US overnight, Wall St rebounded after a 4 day losing streak with all 3 major indexes closing in the green. The S&P 500 gained 0.5%, while the Dow Jones edged 0.1% higher, and the Nasdaq advanced 0.8%, driven by a new all time high for Google parent company Alphabet, as well as a 3% gain for Nvidia ahead of its pivotal earnings release this morning. Markets across Europe were mainly down – the broader European Stoxx 600 Index edged less than 0.1% down, while the German DAX fel...

1 month ago

3 minutes

Between the Bells

Morning Bell 19 November

Yesterday we saw another tough day in the markets across the board, continuing trends we have seen emerging so far this month. Starting in the US, it was another day of sliding for all 3 major indexes – The Dow Jones lost 1.07%, the Nasdaq lost 1.2%, while the S&P500 slid 0.8%, to mark its biggest losing streak since August. The pullback comes as 2 critical results come out later this week – Nvidia’s Q3 earnings, and the US September jobs report – demonstrating how overevaluation of...

1 month ago

3 minutes

Between the Bells

Morning Bell 18 November

Wall St saw a pullback to open this week, with the losses once again lead by the recently struggling tech sector. The Dow Jones lost 1.2%, the S&P500 dropped 1% while the Nasdaq slipped 0.9%. Nvidia was a big factor weighing down the market, dropping 3% ahead of its Q3 results which are scheduled for Thursday morning Sydney time, as investors remain anxious about stretched evaluations. The results are expected to shape the trajectory of the entire sector for the next few weeks. In other o...

1 month ago

2 minutes

Between the Bells

Morning Bell 17 November

Well it was another mixed session on Walk Street to end the trading week. The S&P500 continued to fall with the High Beta segment down the most, while Energy held up the most among the S&P large cap segments. On Friday the S&P500 closed 0.05% in the red, the Dow Jones 0.65% in the ted, while the Nasdaq gained 0.13%, regaining losses after coming under pressure recently. Nvidia’s earnings are also out on Wednesday, so investors will be watching out for that. European markets were a...

1 month ago

3 minutes