Bulls vs. Bears

Bulls vs Bears – EP51 US rally broadens as MAG7 slips

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Market Trends

  • Investor focus shifting from “Magnificent 7” tech stocks to cyclical sectors
  • Nasdaq struggling while Dow Jones Industrial Average shows resilience


    • Rio Tinto & Glencore Merger Talks
    Potential merger discussions underway, driven by growing copper demand for decarbonization.

    US Earnings Highlights

    • Bank of America: Q4 revenue $25.3 billion, EPS $0.82
    • Goldman Sachs: Revenue $13.52 billion, EPS $11.95
    • TSMC: Growth driven by 3nm chips and AI-related orders

      • Global Political Developments

      • Potential Gaza ceasefire mediated by US and Qatar
      • Rising concerns over US-Canada trade relations and potential tariffs

        • Commodities and FX

        • Gold approaching record highs at $2,785
        • Silver nearing $31, with potential to reach $32
        • Copper up 11% year-to-date, indicating opportunities in related stocks

          • ...more
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          Bulls vs. BearsBy MPC Markets