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...
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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...
From copper’s new “critical mineral” designation to major investment in Australian iron ore, markets were driven by shifting supply dynamics this week. Precious metals surged as the gold-silver ratio tightened, hinting at improving industrial sentiment, while oil prices weakened after OPEC projected a more balanced market ahead. Together, these moves underline how future supply and the global energy transition are shaping commodity pricing. In this week’s wrap, Sophia covers: (0:26): copper’s...
Between the Bells
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...
