RBA December board meeting confirmed January rate cut as highly probable, with markets pricing 75bps through 2026. Festive retail sales exceeded expectations with online and foot traffic both strong. Global equity breadth expanded with small and mid-caps outperforming.

WES gained on strong holiday trading and department store sales recovery. Coles earnings delivered with supply chain improvements supporting margins. At $70.20, the diversified retailer offers exposure to consumer recovery.

COL climbed on supermarket margin stability and volume growth through holiday season. Loyalty program expansion drives customer retention. At $19.80, the food retail exposure offers dividend stability.

LYC rallied on rare earth price strength and positive China export demand. Supply chain security concerns support pricing power. At $8.50, the critical minerals play offers volatility with long-term positioning benefits.

Christmas period property market becomes dormant with transaction activity minimal. Year-end property valuations reach peaks with market sentiment at highest in 12 months.

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