Between the Bells

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Between the Bells

Bell Direct

1621 episodes

2 days ago

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...

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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...

Show more...

Episodes (20/1621)

Between the Bells

Weekly Wrap 14 November

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...

2 days ago

6 minutes

Between the Bells

Morning Bell 13 November

Overnight in the US, Wall St saw a very similar trading day to yesterday’s, with the Dow Jones advancing 0.7% to reset its record, while the Nasdaq slipped a further 0.3%, lead once again by reevaluations in the high flying AI sector. The S&P500 meanwhile edged 0.2% higher on the day. Across the pond Europe’s strong momentum continued with another day of solid gains. The Stoxx 600 index closed up 0.71%, drive primarily by Germany’s DAX and the French CAC, which added 1.22 and 1.04% respec...

3 days ago

3 minutes

Between the Bells

Morning Bell 12 November

In the US, Wall St saw a mixed session overnight, with the Dow Jones closing up 1.18% to set a fresh record high, while the Nasdaq slipped 0.25% as volatility in the AI sector continues. Nvidia pulled back 2% from yesterday’s rally on news that Japanese investment holding company SoftBank had sold its entire 5.8 billion USD stake in the company. Meanwhile, the S&P 500 also saw gains overnight, adding 0.21%. In Europe, markets across the continent carried their momentum from yesterda...

4 days ago

3 minutes

Between the Bells

Morning Bell 11 November

In the US overnight, investors were buoyed by renewed optimism following news that 8 Democratic senators broke from party leadership and voted to end the Government shutdown, which has been running now since the 1st of October. Wall St responded with strong gains – the Dow Jones advanced 0.9%, the S&P 500 gained 1.6%, while the Nasdaq saw a 2.3% jump, lead by strong rallies across the tech megacap stocks. Europe and Asia saw similar trends to the US, with a sea of green across all t...

5 days ago

3 minutes

Between the Bells

Morning Bell 10 November

Wall Street ended the trading week mixed, as Tesla and artificial intelligence stocks put pressure on the Nasdaq. The Nasdaq closed 0.22% in the red, while the Dow Jones and S&P500 gained 0.16% and 0.13% respectively. European markets were all in the red, amid concerns around artificial intelligence valuations. The STOXX600 closed 0.6% lower. On Friday the ASX200 closed 0.66% in the red, with information technology and financials dragging down the market the most. Five of the eleven indus...

6 days ago

3 minutes

Between the Bells

Weekly Wrap 7 November

Volatility remains high, but the local market continues to hold firm. October brought a mix of global rate cuts, easing geopolitical tensions, and steady domestic data, keeping investors cautious but optimistic. With the RBA likely to stay on hold until 2026 and small-caps leading the way, selective investing remains key as markets balance risk and resilience. In this week’s wrap, Sophia covers: (1:10): factors from abroad - the US economy and geopolitical landscape (1:40): domestic news...

1 week ago

5 minutes

Between the Bells

Morning Bell 6 November

Wall St rebounded overnight from yesterday’s sell off with all three of the major indexes closing in the green. The Dow Jones added 0.48%, the S&P500 gained 0.6%, while the Nasdaq rebounded the most, up 0.9%. The AI sector which was hit particularly hard yesterday recovered a lot of ground lead by AMD, which posted strong third quarter earnings and beat guidance. European markets saw a similar rebound, with advances across the board. The pan-European Stoxx600 closed up 0.23%, the UK...

1 week ago

3 minutes

Between the Bells

Morning Bell 5 November

Overnight in the US Wall St was a sea of red as all 3 major indexes saw sizeable declines. The Dow Jones fared the best, falling 0.53%, while the S&P500 retreated 1.17%, and the Nasdaq was hit the hardest, closing down 2.04%. The AI sector remains the most in focus as investors continue to be concerned that valuations far outweigh fundamentals - big names such as Oracle, AMD, Nvidia and Amazon all pulled back, while Palantir shares dropped 9% after releasing its quarterly results despite ...

1 week ago

3 minutes

Between the Bells

Morning Bell 4 November

In the US, Wall St kicked off November with a mixed session overnight. The Dow Jones closed down 0.48%, the S&P advanced a little over 0.1%, while the tech heavy Nasdaq added 0.46%, spurred on by gains in the AI sector. The biggest news was the announcement of a major $38 billion deal between OpenAI and Amazon, which lead to Amazon shares jumping a further 4%. Europe too saw a mixed session – the Stoxx600 closed nearly flat as declines of 0.16% in the UK’s FTSE and 0.14% in the Fren...

1 week ago

2 minutes

Between the Bells

Morning Bell 3 November

Wall St ended last week’s trading session in the green, with all 3 key indexes closing up. The S&P500 added 0.26%, the Dow Jones advanced 0.09%, and the tech-heavy Nasdaq jumped 0.61%, mainly driven by a nearly 10% surge in Amazon shares after announcing strong quarterly results. In contrast, European markets dropped across the board, as investors reacted to a flurry of quarterly results, regional economic data and recent policy announcements. The Stoxx 600 ended down by 0.51%, The ...

1 week ago

2 minutes

Between the Bells

Weekly Wrap 31 October

Has the AI rally run out of steam or is the train just taking off? Join Grady Wulff in her final Weekly Wrap for 2025, as she discusses the earnings results of the Magnificent 7 and how the AI revolution is impacting earnings growth. In this week’s wrap, Grady covers: (0:46): Microsoft’s standout quarter, beating Wall Street’s expectations(2:02): how Alphabet’s use of AI and cloud strategy boosted revenue(3:12): Investors react to Meta’s third quarter results amid a major tax bill(5:05): how ...

2 weeks ago

6 minutes

Between the Bells

Morning Bell 30 October

The US overnight saw an overall mixed trading session - the Dow Jones retreated 0.16% and the S&P500 0.11% from their record highs on comments from Fed Chair Jerome Powell suggested that there may not be further interest rate cuts this year. Meanwhile, the tech heavy Nasdaq bucked the trend and advanced 0.55%. The jump was primarily driven by Nvidia, which added a further 3% overnight and became the first company in history to hit the 5 trillion US dollar market cap milestone. All eyes ar...

2 weeks ago

3 minutes

Between the Bells

Morning Bell 29 October

Wall Street closed higher on Tuesday as investors bought back into the AI thematic ahead of the Fed’s anticipated rate cut announcement at the conclusion of the FOMC meeting this week. The major averages reset record highs again on Tuesday with the Dow jones rose 0.34%, while the S&P500 gained 0.23% and the Nasdaq ended the day up 0.8%. In Europe overnight markets closed mixed as the UK’s FTSE100 hit a fresh record high closing up 0.44% while the STOXX 600 fell 0.22%, Germany’s DAX lost 0...

2 weeks ago

3 minutes

Between the Bells

Morning Bell 28 October

US stocks saw a record-breaking session overnight, with all 3 major indexes closing at new all times highs off the back of cooling US-China tensions and optimism over a trade deal later this week. The S&P 500 advanced 1.23%, the Nasdaq rallied 1.86% - largely bolstered by strong gains for Nvidia and other chip stocks – while the Dow Jones jumped 0.71%. Similarly, Asian markets saw a large jump, lead by a 1.19% jump for China’s CSI index, and a 2.46% jump for Japan’s Nikkei. Europe also sa...

2 weeks ago

3 minutes

Between the Bells

Morning Bell 27 October

Wall Street closed in record territory on Friday after cooler-than-expected inflation data in the U.S. boosted investor optimism that the Fed can continue on its rate cutting journey. The Dow Jones rose 1.01% to close at a record over 47,000 for the first time, while the S&P500 added 0.8% also at a fresh record and the Nasdaq rounded out the trifecta of records closing the day up 1.15%. September CPI in the U.S. came in at a rise of 0.3% taking annual inflation to 3%, below the 0.4% and 3...

2 weeks ago

3 minutes

Between the Bells

Weekly Wrap 24 October

Record sales couldn’t save Nasdaq listed Tesla and Netflix from steep share price falls this week, as the companies navigated everything from expiring tax credits and global regulatory risks to intense competition. Meanwhile, the ASX200 posted a 0.39% slide (Mon – Thurs), as a slump in materials stocks weighed on market gains. In this week’s wrap, Grady covers: (0:26): why Tesla’s latest results show record sales but falling profits (1:10): why Netflix missed third- quarter expecta...

3 weeks ago

6 minutes

Between the Bells

Morning Bell 23 October

Wall Street closed lower on Wednesday as investors assessed further updates out of Washington signalling dwindling progress on the trade front between the U.S. and China. The Dow Jones lost 0.71%, the S&P500 declined 0.53% and the Nasdaq ended the day down 0.93%. In Europe overnight markets in the region closed mixed as investors assessed corporate earnings results out in the region. The STOXX 600 fell 0.2%, Germany’s DAX lost 0.74%, the French CAC declined 0.63% and, in the UK, the FTSE1...

3 weeks ago

4 minutes

Between the Bells

Market Insights: Commodities Outlook with Hedley Widdup of Lion Selection Group

Hedley and Grady dive into the key themes shaping the commodities market heading into 2026, from gold’s price rally to the outlook for copper, iron ore and beyond. Hedley & Grady discuss: (0:52): Drivers of the current gold price run & how far it can go(4:15): gold miners to watch in 2026(8:46): the importance of mining companies having multiple assets(10:22) outlook for copper with supply-demand equilibrium mismatch anticipated(14:06) copper names to watch in 2026(15:40) ...

3 weeks ago

34 minutes

Between the Bells

Morning Bell 22 October

In the US overnight, Wall St closed trading mixed higher as investors responded to stronger-than-expected corporate earnings results out of key names like Coca-Cola and 3M. The Dow Jones is closed up 0.47%, the S&P500 is closed flat and the Nasdaq closed down 0.16% Across Europe overnight, markets closed higher led by strong gains for defence stocks in the region. The STOXX 600 rose 0.2%, Germany’s DAX added 0.3%, the French CAC climbed 0.64% and, in the UK, the FTSE100 ended the day up 0...

3 weeks ago

3 minutes

Between the Bells

Morning Bell 21 October

Wall Street started the new trading week in positive territory as investors looked toward a potential end to the government shutdown now in its 3rd week, and as Apple shares boosted tech stocks following an upgrade to a buy rating from Loop Capital. The Dow Jones rose 1.12%, the S&P 500 also climbed 1.07% and the Nasdaq ended the day up 1.37%. In Europe overnight markets closed mostly higher as defence stocks drove gains in the region. The STOXX 600 gained 1%, Germany’s DAX added 1.9%, th...

3 weeks ago

4 minutes