BPO TV

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 behind the ASX’s slump
• (1:04): the impact of domestic economic data on the market trajectory
• (3:13): stocks Bell Potter’s analysts favour at the moment
• (4:09): how the local market performed this week
• (5:07): the most traded stocks and ETFs this week
• (5:36): economic news items to look out for next week.