The ASX 200 advanced about 0.6% to 8,837 as the Australian dollar strengthened toward 67.91 US cents, with markets trimming earlier gains amid expectations of a February rate hike after strong December jobs data.

Nine of eleven sectors finished higher, led by Telecommunications Services on a broader rally that extended beyond mining and gold stocks.

The materials sector reached a fresh high on strong base metal prices and record iron ore imports from China, with BHP rallying to a two-year peak, while energy stocks continued to support annual gains amid crude oil rebounds.

The report includes risk disclosures stating the analysis reflects general market commentary, not personalized financial advice.

Analysts warn the rally could lose momentum if the global economy slows or geopolitical tensions escalate, despite positive near-term sentiment.

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Analysts note a sector rotation into resource stocks and reiterate expectations that monetary policy moves will influence market dynamics.

Chart analyses mention VPOC levels and a potential spinning top doji on the CBA weekly chart, signaling a pause or consolidation before further moves.

City Index contributes context on currency, commodity, and equity market reactions to macro data and geopolitical developments.

Overall, the piece blends market updates, company results, and economists’ reactions to jobs and inflation data, painting a cautious yet optimistic trading backdrop ahead of key inflation and rate decisions.

Pantoro Gold faced cautious scrutiny from Bell Potter, which maintained a hold rating and set a $6.05 price target amid concerns about meeting production guidance.

Investment strategy guidance emphasizes preserving quality cash flows, favoring profitable large caps, hedging rate sensitivity with a mix of value and shorter-duration growth, and using staggered entries ahead of data releases.