High Conviction Growth – ADD to GQG Partners
Add to GQG Partners
MPC Morning Call 19th August – Equities mixed as investors look ahead to Fed Symposium
Stocks drifted lower for a second day as investors digested a meeting between Ukraine President Volodymyr Zelensky and U.S. President Donald Trump in Washington and looked ahead to the upcoming Jackson Hole Symposium
MPC Morning Call 18th August – Stocks drift lower as Trump and Putin meet in Alaska
Stocks fell Friday amid pressure from weaker consumer sentiment data, a jump in inflation expectations and the key meeting between President Trump and Putin.
Weekend Edition EP81: If the numbers don’t suit your narrative….just change the numbers
In this episode, Mark and Jonathan discuss the current state of the markets, focusing on US stocks, inflation, and the upcoming Aussie earnings season.
If the Numbers Don’t Fit the Narrative, Change the Numbers
Trump installs an “Inside Man” at Bureau of Labor Statistics
MPC Morning Call 15th August – Stocks edge higher as Investors ignore higher inflation
Stocks were lucky to eke out a small gain overnight as investors had their selective hearing on full power as inflation numbers came in much higher than expected .
Global Alpha Calendar 18th to 22nd August 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets
ASX Earnings Calendar – 18th to 22nd August 2025
Anticipating next week’s company earnings and economic figures.
BHP, WDS, STO, GMG, CSL
Stay informed on the latest financial updates and trends with MPC Markets
MPC Morning Call 14th August – Equities notch another record on immediate rate cut hopes
Equites notched a record close for the second day in a row on Wednesday as investors weighed the prospect of a Federal Reserve rate cut as soon as next month and an ongoing slew of mostly upbeat quarterly earnings.
MPC Morning Call 13th August – Stock reach new record as benign Inflation opens the door for rate cuts
Stocks notched another record high overnight as inflation figures were benign, leaving the door open for the Fed to cut rates.
MPC Morning Call 12th August – Investors take some money off the table as inflation figures loom
Stocks headed lower overnight as investors took some risk off the table into key inflation prints due later in the week and digested reports that President Donald Trump had extended the deadline for China tariffs by 90 days.