As we approach the close of the February 2024 reporting season, 346 companies have shared their results, offering a mixed bag of beats, meets, and misses. While investor sentiment has been volatile, with share prices reacting dramatically to both positive and negative news, brokers have been more cautious, issuing slightly more downgrades than upgrades. So, what were the key themes that emerged during the first half that will shape the second half of the year? 

In this week’s wrap, Grady covers:

• (0:53): why Harvey Norman is rallying despite slowdown
• (1:56): which retailers are winning as consumer spending eases
• (2:18): mixed results for Ramsay Healthcare & ResMed
• (3:50): how commodity prices are keeping miners on edge
• (4:33): key themes that will continue into second half of FY24
• (6:28): the most traded stocks & ETFs by Bell Direct clients
• (7:02): economic data to watch next week.