Read the Weekend Edition
Bulls vs Bears: Weekly Market Insights – July 25, 2025 Edition
Dive into the latest pulse of global markets with MPC Markets’ Bulls vs Bears newsletter – your essential weekend read for savvy investors. This week’s edition unpacks the highs, lows, and strategic plays shaping ASX and US stocks, delivered straight from our expert analysts.
ASX Highlights You Can’t Miss:
- Insignia Financial (IFL) Drama Unfolds: A $3.2 billion takeover bid from US giant CC Capital sparks a 12% share surge. But why did the CEO call it “bittersweet” amid rival offers and post-Trump tariff pressures? Get the full breakdown on inflows, FUM growth, and shareholder reactions.
- Bapcor (BAP) Plunge Alert: Shares tank 30% after a grim trading update and mysterious board resignations. Discover the retail headwinds, profit forecasts, and what this means for auto parts giants like Autobarn and Burson.
US Stock Buzz:
- Alphabet (GOOGL) Earnings Triumph: Revenue up 14% to $86.3 billion and net income soaring 19% – beating expectations and driving a 3% stock pop. Explore the details on EPS, cloud growth, and AI investments fueling Google’s momentum.
Economy & Politics Deep Dive:
- Why are central banks like the RBA and Fed under fire from figures like Donald Trump and Jim Chalmers? Our analysis defends their independence, explaining how it shields against inflation traps and political short-sightedness – crucial reading in today’s volatile rate environment.
Trade of the Week:
- Buy Recommendation: ANG (Engineering Sector Update): Spotlight on engineering firms with a compelling case for ANG. Uncover the growth catalysts, valuations, and why now’s the time to act.
Plus, visualize market trends with our exclusive Weekly S&P 500 Heatmap, tracking global indices and sector performance at a glance. And don’t forget MPC in the Media – insights from Kai Chen and Joshua Barker on top picks like Deterra Royalties, Beach Energy, and more.
Whether you’re bullish on recovery or bracing for bears, this newsletter equips you with actionable intelligence. Listen to the companion podcast on Spotify or iTunes for even deeper discussions.
Download the full PDF now to stay ahead of the curve – essential for traders, investors, and market watchers!
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