Australian Equities Typically Rise in Year Before Rate Hikes Start -- Market Talk

Dow Jones12-01

2224 GMT - The risk that the next move by Australia's central bank will be to raise interest rates has Macquarie assessing what this could mean for equities investors. It notes that equities typically rise in the year before rate hikes begin. "Stocks have a median total shareholder return in the year leading to hikes of nearly 8%," Macquarie says. Zeroing in on specific sectors, Macquarie highlights that Resources have beaten All Industrials in the last five cycles, led by gains in Mining. That reflects the benefits of stronger growth and Resources acting as a hedge against higher inflation.Also, Resources are less at risk of shrinking price-to-earnings multiples that can impact All Industrials when bond yields rise in anticipation of that rate hikes will happen, Macquarie says.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

November 30, 2025 17:24 ET (22:24 GMT)

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Zeroing in on specific sectors, Macquarie highlights that Resources have beaten All Industrials in the last five cycles, led by gains in Mining. 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It notes that equities typically rise in the year before rate hikes begin. \"Stocks have a median total shareholder return in the year leading to hikes of nearly 8%,\" Macquarie says. Zeroing in on specific sectors, Macquarie highlights that Resources have beaten All Industrials in the last five cycles, led by gains in Mining. That reflects the benefits of stronger growth and Resources acting as a hedge against higher inflation.Also, Resources are less at risk of shrinking price-to-earnings multiples that can impact All Industrials when bond yields rise in anticipation of that rate hikes will happen, Macquarie says.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 30, 2025 17:24 ET (22:24 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0300736492.USD","symbol_name":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588715183","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588715183","pubTimestamp":1764541440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2224 GMT - The risk that the next move by Australia's central bank will be to raise interest rates has Macquarie assessing what this could mean for equities investors. 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