Pre-Market Pulse 25th July – AI earnings drive stocks higher, while Trump & Powell have tense exchange
Stock clinched another record closing high overnight underpinned by trade deal optimism and an Alphabet-led climb in tech.
High Conviction – TRIM CSL to BUY Sigma Healthcare SIG:ASX
TRIM CSL to BUY Sigma Healthcare SIG:ASXADD to GQG Partners GQG:ASX
Pre-Market Pulse 24th July – Stocks higher as Trump finally seals a meaningful trade deal with Japan
US stocks closed at another record high overnight, as the US-Japan trade deal stoked optimism that the Trump administration would be able to seal further deals, averting a messy trade war.
High Conviction Growth – ADD Telix Pharma TLX:ASX
Shares have dropped on a routine SEC enquiry after the company disclosed earlier this morning that they were on track for guidance
Pre-Market Pulse 23rd July – Stocks mixed again as record run slows
Stocks were mixed yet again overnight as investors waiting on Google and Telsa earnings and chip stocks dragged due to a delay to the Stargate AI project
Pre-Market Pulse 22nd July – Stocks end mixed as investors focus on earnings week ahead
Stocks were mixed overnight as investors were happy to bide their time until earnings from 2 of the MAG7 this week in Google and Tesla
Global Alpha podcast: US Earnings season ramps up
In this episode, the hosts discuss the current state of the market, highlighting key performers and sectors, particularly in technology and streaming services. They analyze earnings reports, emerging trends, and provide insights into high conviction stocks, especially in the defense sector. The conversation wraps up with strategic advice for investors navigating the current market landscape.
High Conviction Global: TSLA & ISRG Earnings this week
TSLA & ISRG Earnings this week, both near buy range
Global Alpha Calendar 28th July- 1st August 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets
Pre-Market Pulse 21st July – Stocks falter as Trump escalates tensions with the EU
Stocks managed a weekly gain despite closing flat Friday after the Financial Times reported that President Donald Trump is considering imposing a levy of at least 15% to 20% on goods imported from the European Union.
Weekend Edition EP77: Fresh Records as investors remain in “Extreme Greed” mode
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
Global Alpha Calendar 21st – 25th July 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets