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Tune in to the Bell Direct 'Between the Bells' podcast, where we'll cover the latest economic news and updates, market movements and analysis. With daily updates, you can get the information you need to find your investing edge.
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Starting in the US this morning, where Wall St saw a positive day lead by a rally in the technology sector. Megacap Nvidia lead the way with a 2% gain, after Meta announced that they would be expanding their deal to use millions of Nvidia AI chips in their data centre buildout. At the close of the day’s trade, the S&P500 advanced 0.6%, the Dow Jones added 0.3%, while the tech heavy Nasdaq saw the biggest gains with a 0.8% jump. What to watch today: Locally today, the ASX is expected to fo...
Starting off overseas, it was a relatively quiet day for Wall St on its reopen from Monday’s public holiday, as all 3 of the major indexes advanced 0.1%. What to watch today: Looking now at today, the ASX is set to extend on yesterday’s gains with the SPI futures indicating a 0.5% jump at the open of trade today.Pivoting to a reporting season update, NAB (ASX:NAB) reported a 30% jump in net profit to $2.21 billion, and a 16% jump in cash earnings to $2.02 billion for the quarter to December.Q...
Not much to report overseas from overnight, as Wall St was closed for the President’s Day public holiday. What to watch today: Jumping straight into today’s news, the ASX200 is set to jump 0.2% at the open to extend on yesterday’s gains. Today’s major story is the results of mining giant BHP (ASX:BHP), which reported a 25% jump in underlying EBITDA to US$15.5 billion, a net operating cash flow of US$9.4 billion, which is up 13%, and a dividend of 73 US cents per share, which ...
US equities closed mixed on Friday following the release of the inflation report which came in just slightly lower than the market was expecting. US CPI rose 0.2% in January, reflecting a gain of 2.4% on an annualised basis, while a 0.3% MoM gain was expected. The S&P500 rose just above the flat light, up 0.05%, the Dow Jones flat, just 0.1% higher, while the Nasdaq declined 0.22%. What to watch today: Locally, the ASX200 is set to gain 0.58% at the...
As reporting season reshapes the market landscape this week, Sophia Mavridis sits down with Bell Financial Group’s Chief Investment Officer Will Riggall to unpack the biggest results, emerging trends, and preview of what’s to come. In this week’s video, Sophia and Will cover: the impact of AI on global markets, especially in the tech sectorCommonwealth Bank’s (ASX:CBA) results and the financial sector rallya look ahead to next week, including a preview of Treasury Wines (ASX:TWE)...
Overseas, Wall St traded slightly down overnight despite the much-anticipated jobs data coming in better than expected. Economists polled by Dow Jones had forecasted a gain of 55,000 jobs, and an unemployment rate of 4.4%, however the data revealed a gain of 130,000 jobs and an unemployment rate of 4.3%. However, the beat failed to move the markets, as the Dow Jones ended the day down as the Dow Jones and Nasdaq both slipped 0.1%, while the S&P500 ended the day flat. What to watch t...
Starting over in the US, Wall Street saw a mixed trading session overnight, as the S&P500 and Nasdaq slipped 0.2% and 0.6% respectively, while the Dow Jones added 0.1%, at one point in the day trading at its 3rd all time high in the last 3 days. The market was weighed down by financial stocks, which took a hit after tech platform Altruist officially launched their new AI-powered tax planning tool. Investors are likely to rotate to areas which are most protected from being impacted by the ...
Thank you for joining us. We are back with daily market updates over reporting season, where we aim to set you up for the trading session ahead. We’ll cover global markets, the latest Bell Potter research, and analyst expectations for listed companies reporting their financial results each day. Overnight we saw yet another tech driven rally. US equities closed higher with artificial intelligence in focus, ahead of the release of economic data that will help shape the Fed’s ...
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...
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...
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 ...
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 ...
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...
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...
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...
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 ...
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...
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...
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 ...
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...
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