In this week’s edition of Bulls vs Bears, we dive into the latest market trends, economic shifts, and corporate developments shaping the financial landscape. Here are the highlights:

• • Market Shifts: The “Magnificent 7” tech giants reported strong earnings, but their stock performance didn’t reflect this success, suggesting a potential cooling of the AI rally and shift in market sentiment.

  • Corporate Challenges: Major companies like Star Entertainment, Mineral Resources, and WiseTech are facing significant challenges, including liquidity struggles, regulatory scrutiny, and leadership turmoil.

  • Economic Tensions: President Trump announced new tariffs on imports from Mexico, Canada, and China, effective March 4, potentially impacting global trade and market dynamics.

  • Commodity Trends: Gold’s recent rally has paused, while other commodities like silver, copper, and Bitcoin are showing volatility amid broader market uncertainty and risk-off sentiment.

Stay informed with our in-depth analysis of these key stories and their potential impact on global markets. Read the full report for expert insights and strategic investment perspectives.

MPC Markets Weekly Roundup: Bulls vs Bears

In this week's edition of Bulls vs Bears, we dive into the latest market trends, economic shifts, and corporate developments shaping the financial landscape. Here are the highlights:

• RBA cuts rates to 4.10%, but with hawkish undertones
• Banking sector faces headwinds as NAB reports weaker profits
• Domain receives $2.7 billion takeover bid from US property giant CoStar
• Mixed results for tech giants: Alibaba shows strength, while Baidu reports revenue dips
• Precious metals continue their upward trend, with gold hitting new record highs
• Geopolitical tensions rise as Trump-Zelensky relationship deteriorates

Stay informed with our in-depth analysis of these key stories and their potential impact on global markets. Read the full report for expert insights and strategic investment perspectives.

A comprehensive overview of current financial markets, focusing on ASX earnings season, US stock news, commodity trends, and geopolitical developments.

It highlights significant earnings reports from companies like Avita Medical, Commonwealth Bank, John Deere, and McDonald's, as well as the continued growth of Meta Platforms.

We also covers commodity market trends, including gold reaching new record highs and volatility in oil prices. A notable geopolitical update involves President Trump's diplomatic efforts to end the Ukraine conflict through direct negotiations with Russian President Putin. The report concludes with a trade recommendation for Palantir (PLTR:NASDAQ) and includes a detailed disclaimer about the nature and use of the information provided

The MPC Weekend Edition provides a comprehensive overview of recent financial and geopolitical developments affecting global markets.

Key points include:

This weeks newsletter also includes sections on AI webinars, reading recommendations, and a high-conviction stock pick (Palantir), along with standard disclaimers and legal notices.

The AI for Dummies podcast episode from February 2025 provides an accessible introduction to artificial intelligence, breaking down its history, core technologies, and future implications. The discussion begins with a historical overview, tracing AI’s evolution from Alan Turing’s foundational ideas in the 1950s to key milestones like IBM’s Deep Blue defeating Garry Kasparov in 1997, the rise of deep learning in 2006, and IBM Watson’s victory on Jeopardy! in 2011. The conversation then shifts to major breakthroughs, including the introduction of Transformers by Google Brain in 2017, OpenAI’s launch of GPT models in 2018, and the widespread adoption of AI-powered interfaces like ChatGPT in 2022.

The episode closes with a thought-provoking discussion on whether AI will ever become sentient. The hosts examine different perspectives, weighing the philosophical, technical, and ethical dimensions of AI consciousness. Throughout the podcast, they provide insights into where AI is heading and how it might continue to shape industries and everyday life.

This week’s episode of Bulls vs Bears covers the key market developments and events shaping the week:

Market Trends

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

US Earnings Highlights

Global Political Developments

Commodities and FX