{"id":7491,"date":"2025-12-20T20:10:32","date_gmt":"2025-12-20T20:10:32","guid":{"rendered":"https:\/\/abingdonwealth.com.au\/?p=7491"},"modified":"2025-12-20T20:10:32","modified_gmt":"2025-12-20T20:10:32","slug":"fnarenas-weekly-insights-saturday-20-december-2025","status":"publish","type":"post","link":"https:\/\/abingdonwealth.com.au\/index.php\/2025\/12\/20\/fnarenas-weekly-insights-saturday-20-december-2025\/","title":{"rendered":"FNArena’s Weekly Insights – Saturday, 20 December 2025"},"content":{"rendered":"
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The Week Ahead<\/h1>\r\n

The week that was in Australian Finance:<\/h1>\r\n\r\n\r\n\r\n
-The ASX200 enjoyed much better momentum on Friday, but the index nevertheless slipped into another small loss for the week. If hope springs eternal, then some pundits might still be hoping for at least a glimmer of a Santa Rally into next week and the closing week of the year.\r\n\r\n-The Australian share market continues to suffer under the prospect of a live RBA meeting in February, with more banks and brokers joining the chorus for a 25bps rate hike to start the year. This will coincide with the half-yearly earnings reporting season, which could make for some interesting results, outlook statements and share price volatility (more I can hear you groaning!).\r\n\r\n-Weak oil prices and the resignation of Meg Woods from Woodside Energy ((WDS)) to head up BP (the first female CEO of a global oil major) saw the energy sector get the wooden spoon for worst sector performance, down over -6%, with healthcare back out of favour, down more than -3%. Info Tech slipped some -2%.\r\n\r\n-Conversely, financials experienced buying, most likely on the prospect of higher interest rates domestically in 2026, with the sector up 0.45%. Industrials and utilities also found favour.\r\n\r\n-The US Santa Rally is also struggling to materialise with unwavering bifurcation around the AI thematic, the bears mauling Oracle over debt concerns and data centre overbuilding and the bulls, Morgan Stanley, JP Morgan and Goldman Sachs, to name just a few, who continue to view the outlook as robust. First quarter 2026 earnings season will be an important test for AI stocks and the US markets.\r\n\r\n-Next week, the RBA December meeting minutes are out on Tuesday along with 3Q US GDP, with US weekly jobs claims on Wednesday.\r\n\r\nThe team at FNArena would like to wish you a safe and happy weekend.\r\n\r\nFor those readers heading off on holidays, we want to wish you a Merry Christmas and Happy New Year and thank you for all the support over the year.\r\n\r\nFNArena will be operating next week until the ASX200 closes.<\/td>\r\n\r\n\r\n\r\n\r\n
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In today’s Weekly Insights:<\/p>\n

-A warning from Longview Economics
\n-Some sage advice from\u00a0Franklin Equity Group
\n-Taking Stock Ahead Of August<\/p>\n

By Rudi Filapek-Vandyck, Editor<\/p>\n

A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics:<\/p>\n

“Signs of froth continue to build in global financial markets (especially in the US).<\/p>\n

“As has been widely reported, this has been one of the fastest recoveries by the US stock market from a major drawdown. From the April 8th closing lows, it took 54 trading days to recover the 19% loss during the pullback (i.e. based on closing prices). By way of comparison, post the March 2020 COVID sell-off it took 107 trading days from the March 23rd\u00a0lows to reclaim the highs (from Feb 2020).<\/p>\n

“As that froth has emerged, our SELL-off indicator has continued to build to higher levels. As of yesterdays close it had reached +36 (an unusually high level for this model). At +20, it warns of a high likelihood of a pullback (and signals that global markets are becoming overly exuberant).”<\/p>\n

Some sage advice from Jonathan Curtis, Chief Investment Officer Portfolio Manager Franklin Equity Group:<\/p>\n

“The market sees AI as a tech story. Smart investors see it as an everything story.”<\/p>\n

“In 1995, if you bought the PC leaders, you did well as an investor. But if you bought the smartest companies that built competitive advantage by digitizing their business early using the PC? You probably got rich.<\/p>\n

“We believe today’s AI moment is bigger. It’s faster. And it’s hiding in plain sight.”<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[10],"class_list":["post-7491","post","type-post","status-publish","format-standard","hentry","category-fnarena-weekly","tag-format","post-no-thumbnail"],"yoast_head":"\nFNArena's Weekly Insights - Saturday, 20 December 2025 - Abingdon Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/abingdonwealth.com.au\/index.php\/2025\/12\/20\/fnarenas-weekly-insights-saturday-20-december-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FNArena's Weekly Insights - Saturday, 20 December 2025 - Abingdon Wealth\" \/>\n<meta property=\"og:description\" content=\"In today's Weekly Insights: -A warning from Longview Economics -Some sage advice from\u00a0Franklin Equity Group -Taking Stock Ahead Of August By Rudi Filapek-Vandyck, Editor A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics: "Signs of froth continue to build in global financial markets (especially in the US). "As has been widely reported, this has been one of the fastest recoveries by the US stock market from a major drawdown. From the April 8th closing lows, it took 54 trading days to recover the 19% loss during the pullback (i.e. based on closing prices). By way of comparison, post the March 2020 COVID sell-off it took 107 trading days from the March 23rd\u00a0lows to reclaim the highs (from Feb 2020). "As that froth has emerged, our SELL-off indicator has continued to build to higher levels. As of yesterdays close it had reached +36 (an unusually high level for this model). At +20, it warns of a high likelihood of a pullback (and signals that global markets are becoming overly exuberant)." Some sage advice from Jonathan Curtis, Chief Investment Officer Portfolio Manager Franklin Equity Group: "The market sees AI as a tech story. Smart investors see it as an everything story." "In 1995, if you bought the PC leaders, you did well as an investor. But if you bought the smartest companies that built competitive advantage by digitizing their business early using the PC? You probably got rich. "We believe today's AI moment is bigger. It's faster. 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