Bulls vs. Bears

This week on Bulls vs Bears – EP48 – Lululemon shows there is life in the consumer left yet Australia’s job market surprises with unemployment dropping to 3.9%, potentially delaying rate cuts Corporate shakeups: Insignia Financial receives takeover offer, Resolute Mining CEO takes leave ACCC launches price-fixing case against Downer EDI and Ventia Services DigiCo makes its ASX debut, raising nearl...

Bitcoin surpassed $100,000, reaching $103,649, driven by optimism over U.S. President-elect Donald Trump’s pro-crypto policies.

Market Highlights NVIDIA's Q3 FY2025 results: Revenue up 93.6% YoY to $35.08B, EPS $0.78, gross margin 74.6% Amcor acquiring Berry Group for $US8.4B, creating $US24B revenue company Bitcoin nears $100,000, up 7.72% this week SpaceX valuation potentially over $250B in upcoming tender offer Gold rallies to $2670 after forming low under $2550 last week Commodities & Global Developments Uranium ra...

US Election Impact : Donald Trump secured a decisive victory in the 2024 U.S. presidential election, defeating Kamala Harris. The Republican Party also made gains in Congress. Markets rallied in response, with key sectors like finance, energy, and defence expected to benefit. Market Movements : Gold initially fell $90 to $2650 after the election but recovered to around $2700 Silver dropped to $31...

Stocks closed sharply lower Thursday as Meta and Microsoft fueled a rout in tech, while hotter inflation muddied the path for deeper Federal Reserve rate cuts. Meta Platforms slumped more than 4% after it racked up fewer than expected users in Q3 and detailed plans to boost spending offsetting better-than-expected earnings and revenue. Uncertainty related to 2025 investment growth will likely limi...

In this week’s edition of Bulls vs Bears, we have the latest market insights and financial news. Here’s a quick rundown of what we’re covering this week: Market Movers ResMed (RMD)  is seeing a surge in investor interest following its strong first-quarter update. The company reported an 11% revenue increase to US$1.22 billion, driven by high demand for sleep devices and masks. ResMed’s gross margi...

The latest edition of  Bulls vs Bears  highlights key developments in the financial markets ASX Rally : Strong global corporate earnings and a resilient Australian job market are driving the ASX upward. Notably, uranium stocks have surged due to major tech companies investing in nuclear energy for their operations. WiseTech Concerns : Allegations against CEO Richard White raise questions about the...

A wrap of the week iin markets from the boys at MPC Markets. We cover stocks, politics, opportunities on the ASX and geopolitics

Risk off? The Middle East in turmoil, US jobs data, a softening US economy, yet the market still sits around record highs Stock Highlights – Sigma, Virgin, Liontown Commodities – The China stimulus “bazooka” lifts commodities US Jobs numbers key to market direction 31 days to go – until we can stop talking about US politics 

With all the talk of statistics in relation to the equity market move after the first rate cut, history is not on the side of a bullish move after the Fed’s first rate cut was 50bps, with the last 2 occasions seeing the S&P500 fall 39% and 54% over the following 12-18 months and the Fed underestimating the spike in unemployment by half. Both occasions ended in a recession. However, this time t...

Gold has surged to record highs, breaking out of its recent consolidation range. The precious metal is now trading around $2,570, driven by optimism that the US Federal Reserve will make significant interest rate cuts next week This breakout was anticipated by Jonathan Tacadena earlier in the week. On Wednesday’s “The Trade” segment, Jonathan highlighted the drop in historical volatility in Spot G...

Welcome to the MPC Markets Weekly Roundup, your go-to source for the latest financial insights and market analysis. 

Catch up on the week in markets with MPC ASX earnings

AMP (AMP)  – AMP delivered strong results, focusing on cost management and strategic partnerships, while enhancing shareholder returns and strengthening its balance sheet. Audinate (AD8)  – Audinate saw robust growth but anticipates a transitional year as it shifts toward software solutions, which may temporarily impact revenue. Woodside Energy Group (WDS)  – Woodside’s shares dropped following a...

August 2024 is here, and the ASX earnings season is about to reveal the winners and losers of the market. Whether you’re looking to capitalize on rising stars or avoid the pitfalls of underperformers, our exclusive webinar series is your key to staying ahead.

ResMed (RMD) – Shares rallied 1.5% after quarterly revenue rose 9% to $1.2 billion in FY24 Q4. Dividends increased to 53¢ per share, driven by strong sales of breathing devices, masks, and software. Fortescue (FMG) – Shares declined as JPMorgan sought buyers for $1.9 billion in stock post-Monday. Investor concerns include C-suite instability, rising costs, and slumping iron ore prices, with shares...

Mineral Resources (MIN)  – Shares surged after a 9% increase in FY24 production to 269 Mt. Key activities included a $1.3B sale and a 40% rise in spodumene concentrate production. Flight Centre (FLT)  – Shares fell after revising PBT guidance to $316M-$324M, excluding $4M in losses from Discova Central Americas’ closure. FY24 TTV expected to match FY19 at $23.7B. Macquarie Group (MQG)  – FY25 Q1 r...