Market update: 14 October 2025
It was a relatively subdued week for the Australian share market, with the ASX 200 slipping 0.3%. Seven of the eleven major sectors finished lower, led by Technology and Consumer Discretionary stocks. Investors continued to weigh the Reserve Bank’s cautious stance after Governor Bullock reiterated that the board remains patient on future rate cuts. Markets are currently pricing in about a 43% chance of a rate reduction at the November meeting, suggesting that traders still expect some support ahead, but not immediately.
Overseas, US markets pulled back as trade tensions and political uncertainty resurfaced. The S&P 500, Nasdaq and Dow Jones all fell more than 2% for the week, reversing earlier gains driven by enthusiasm for AI and corporate dealmaking — including a new partnership between Advanced Micro Devices and OpenAI. Sentiment turned sharply lower after President Trump floated the idea of significantly increasing tariffs on Chinese imports, while an ongoing US government shutdown, now in its tenth day, added to investor nerves and limited fresh economic data.
In Europe, shares also eased after recent record highs, with the Euro Stoxx 50 down 2.1%. Traders took profits as political unrest in France and the renewed trade tensions between major economies dampened risk appetite. Meanwhile, China’s markets delivered a mixed performance following the Golden Week holiday. The Shanghai Composite managed a small gain, but Hong Kong’s Hang Seng fell sharply amid disappointing spending data and news that Beijing will tighten its rare earth export controls — a move that could further strain relations with the US.
Japan was the standout, with the Nikkei jumping over 5% for the week. Investors reacted positively to Sane Takaichi’s victory in the Liberal Party’s presidential election, clearing the way for her to become Japan’s next prime minister. Optimism around potential political stability and continued economic stimulus helped lift local sentiment, offering a bright spot in an otherwise jittery global market.
Don’t have the Raiz App?
Download it for free in the App store or the Webapp below:
Important Information
This information has been issued by Instreet Investment Limited (ACN 128 813 016 AFSL 434776) as Responsible Entity of the Raiz Invest Australia Fund (ARSN 607 533 022) and has been prepared without taking into account your objectives, financial situation or needs. Before acting on such information, you should conduct your own review or consult a financial advisor before making a decision to invest. Please read the relevant Product Disclosure Statement and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations, we maintain TMDs for our Funds. All documents can be found on the Raiz website www.raizinvest.com.au, or calling the Customer Support team on 1300 754 748.
Raiz Invest Australia Limited (ABN 26 604 402 815) (Corporate Authorised Representative of Instreet Investment Limited ABN 44 128 813 016, AFSL 434776) is the promoter of Raiz Invest Super, a Division of AMG Super. The Product Disclosure Statement (PDS), Member Guide and Target Market Determination (TMD) are issued by Equity Trustees Superannuation Limited (AFSL 229757, RSE Licence No L0001458) as Trustee of AMG Super.
Please note that past performance is not a reliable indicator or guarantee of future performance. Historical returns, forecasts, and market commentary are provided for general informational purposes only. All investment carries risk and may result in loss of capital.
