이 에피소드에 관해
: Markets were pulled in two directions this week as Australia’s federal budget weighed on banks and property-linked stocks, while strong US earnings and booming AI demand pushed global markets higher. In this week’s interview, Bell Financial Group CIO Will Riggall sits down with Bell Potter Lead Strategist Rob Crookston to unpack the key budget changes, the strength behind the AI rally, and where investors may find opportunities across commodities, defensives and global equities heading into FY26.
In this week’s video, Will and Rob cover:
- The federal budget changes and the impact on investors
- the market shift toward income and defensive sectors
- strong US earnings and continued AI momentum
- commodity strength led by copper and BHP
- the outlook for banks, CSL and FY26 opportunities.
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면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Bell Direct에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
