Bulls vs Bears EP 56: Stocks drift lower as hawkish Central banks signal prolonged pause in rates
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Market Calendar 24th- 28th February 2025
Anticipating next week’s company earnings and economic figures.
WDS WOR WOW COL NVDA CRM ALD LOV
Stay informed on the latest financial updates and trends with MPC Markets
Growth Watchlist – Initiating coverage Steadfast SDF:ASX
Growth Watchlist – Initiating coverage Steadfast SDF:ASX
Pre-Market Pulse 21st February – Stocks fall as poor Walmart results spark economic concern
Stocks fell overnight after disappointing sales outlook from big-box retailer Walmart raised concerns about the consumer and underlying economic strength.
Growth Watchlist – Earnings Update Telix Phama TLX:ASX
Earnings Update Telix Phama TLX:ASX
Alpha Recommendation: Sell Megaport (MP1)
The company successfully deployed its extensive 400G backbone across 597 data centers, reinforcing its position as the largest 100G NaaS connectivity platform globally.
Balanced portfolio – Fortescue Earnings Update (FMG)
Fortescue Earnings Update (FMG)
Pre-Market Pulse 20th February – Stocks drift as Fed suggests prolonged pause in rates
Stocks drifted sideways overnight as the minutes from the Federal Reserve’s January meeting was uneventful, broadly confirming investor expectations for an extended pause on rate cuts.
Balanced portfolio – SELL Corporate Travel Management Limited (CTD)
Sell Corporate Travel Management CTD:ASX
Earnings Update – Corporate Travel Management Limited (CTD)
Corporate Travel Management Limited (CTM) has reported mixed financial results for the first half of 2025 (1H25), demonstrating both growth and challenges across its operating segments. The company has emphasized strong capital management, operational efficiency improvements through automation and AI, and strategic transitions in service provision. Notably, CTM has secured the sole provider status for the UK Government’s Travel Management Consultant (TMC) travel services framework, marking a significant shift from a competitive trio to a singular supplier role. This strategic move is expected to bolster long-term revenue streams and market presence in the Rest of World (RoW) regions.