Trump’s Tariffs: Analysis of the impact of U.S. tariffs on imports, global market reactions, and potential countermeasures.

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• • Stocks Highlights:

    • Pro Medicus (PME) share buyback program.

    • Lend Lease (LLC) stake sale in London’s 21 Moorfields office development.

    • CSL Limited (CSL) products exempt from U.S. tariffs.

    • Commonwealth Bank Aus (CBA) as a “defensive” stock amid market uncertainty.

    • Sonic Healthcare Ltd (SHL) initiated with a “buy” rating by Goldman Sachs.

    • Capricorn Metals Ltd (ASX: CMM) upgraded to “buy” rating.

  • Trade of the Week: Recommendation to sell and take profit on Gold Road (GOR).

Summary

In this episode of Bulls vs Bears, the hosts discuss thecurrent market conditions, focusing on ETFs, economic indicators, and stockhighlights. They delve into the implications of recent payroll data, theperformance of various commodities, and the political landscape's impact on themarket. The conversation also emphasizes the importance of risk management intrading strategies and concludes with predictions for the upcoming week.

Key takeaways

The market is currently quiet with limited media coverage.

ETFs are becoming a popular choice for investors seekingdiversification.

Gold and silver are experiencing significant pricemovements.

Economic indicators are showing signs of softening, raisingconcerns.

The stock market's performance does not always reflect theeconomy's health.

Risk management is crucial for successful tradingstrategies.

Recent political events are influencing market volatility.

Investors should be cautious and prepared for potentialdownturns.

The importance of understanding market trends and indicatorsis emphasized.

The hosts predict mixed market reactions in the coming week.

In this episode of Bulls vs Bears, the hosts discuss various market trends, focusing on gold, stock picks, and the impact of Federal Reserve announcements. They explore the performance of defense stocks amid increased military spending, analyze consumer goods and retail stocks, and delve into the tech sector's current sentiment. The conversation also covers commodities, the US dollar's stability, and the role of ETFs in thematic investing. The hosts conclude with market predictions and advice for investors to remain patient and strategic in their approach.

In this conversation, the hosts discuss the current state of the market, focusing on recent trends, stock performance, and investment opportunities. They analyze the performance of various sectors, particularly commodities like gold, silver, and copper, and delve into the dynamics of the US market, including economic indicators and potential future movements. The discussion also touches on investment strategies and the importance of being cautious in the current market environment.

Catch up on the week in Markets with MPC

• Market Turmoil: The "Trump Trade" has become a "Trump Trap" as new tariff policies spark a significant stock market downturn, with the Dow Jones dropping nearly 500 points and the S&P 500 erasing post-election gains.

• Corporate Developments: Major companies face challenges, including Star Entertainment's potential divestment of its Brisbane casino, Rio Tinto's $2.8 billion iron ore mine investment, and Chris Ellison of Mineral Resources losing billionaire status amid share plunges.

• Tech Sector Volatility: Despite strong earnings reports from the "Magnificent 7" tech giants, their stock performances have been mixed, raising questions about the sustainability of the US tech rally.

• Commodities and Crypto: Gold and silver rebound after a sharp sell-off, while Bitcoin experiences volatility around the $90,000 level following Trump's discussions about a crypto reserve.

• Geopolitical Tensions: The CIA suspends intelligence sharing with Ukraine following an Oval Office dispute, potentially impacting Ukraine's defensive capabilities against Russia.

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