Investor sentiment remains upbeat as M&A activity accelerates, commodities shift gears as the big players look to diversify earnings, and key macro trends point to a busy second half of 2025.

In this week’s wrap, Grady Wulff covers: 

• (0:09) Why M&A is back on the agenda, and what’s fuelling it
• (1:01) The Insignia Financial deal twist and what’s next
• (1:51) Big mining plays: BHP’s copper push & Rio’s lithium leap
• (3:03) Mayne Pharma takeover on thin ice – what it means
• (5:30) ASX200 performance this week, sector winners & losers
• (6:16) Most traded stocks & ETFs by Bell Direct clients
• (6:42) Key economic data to watch next week.