Quantmatix Weekly Market Insights

Focus:  Australia Weekly Market Insight

Market Close: Fri, 12 December 2025

Focus: Australia

Australian markets ended the week higher, with the S&P/ASX 300 advancing 1.2% over the final trading session and 0.7% across the last week of trading, buoyed by robust performance in materials and industrials amid positive commodity sentiment. Materials sector led weekly gains.

The central bank held the cash rate at 3.60%, signaling no near-term cuts and flagging persistent inflation risks. This hawkish tone initially pressured rate-sensitive sectors like property and banks, contributing to mid-week flatness. However, Friday's relief rally suggested markets viewed it as balanced rather than aggressive.

November jobs figures showed unexpected weakness, employment fell sharply while unemployment held steady. This cooled expectations for RBA hikes in early 2026, providing a tailwind for equities.

A global "value rotation" boosted resources. Gold prices jumped, lifting miners, while uranium and energy stocks gained on rising oil.

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Market Movements

The S&P/ASX 50 rose 1.2% over the last trading day and 0.9% week-to-date, while the S&P/ASX 300 gained 1.2% daily and 0.7% across the week, reflecting broad-based support from resource-heavy sectors.

Top Sector Gainers (1-Day)*

Materials +2.9%
Industrials +1.3%
Utilities +0.8%

* equal-weighted

Top Sector Losers (1-Day)*

Information Technology -0.7%
Health Care -0.5%
Communication Services -0.03%

Materials led the week's gains with strong resource momentum, while information technology and health care exhibited notable short-side pressure.

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Disclaimer: These insights are generated using AI and are provided for informational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. The content may be incomplete or contain errors and should not be relied upon for investment decisions. Always consult a qualified financial adviser before making financial choices.