MPC Markets Weekly Roundup: Bulls vs Bears
Macro & Politics
Trump’s “WrestleMania”-style first 100 days with aggressive immigration rhetoric; US debt > $37 trillion.
Tonight’s US NFP (consensus +138 k; 4.2 % unemployment), Fed/BoE meetings ahead, Australian election SMS blitz.
China–US talks resumed boosting commodities; Canada election done, South Korea faces Supreme Court drama.
Investment Ideas
WiseTech (WTC): A$3.5 b E2Open bid accelerates growth.
Judo Bank (JDO): 20 % pullback post-guidance leak offers contrarian entry.
ResMed (RMD): Solid results—hold through volatility.
Spotify (SPOT): Accumulate < US$5.80 on earnings overreaction; 20 % trim target.
