Latest / MPC Markets Morning Call
29th October 2025 – Wall St feels like “Groundhog Day” as Stocks hit another record
The conversation explores the current market sentiment, highlighting the repetitive nature of market reports influenced by optimism surrounding China, US trade deals, and potential Fed rate cuts. It also discusses unexpected downturns in key ASX stocks, WiseTech and CSL, despite overall positive market expectations.
Takeaways
Market reports are often repetitive due to ongoing themes.
Optimism on China and US trade deals influences market sentiment.
Fed rate cuts are a significant factor in market expectations.
AI deals are becoming increasingly relevant in market discussions.
WiseTech and CSL…
The skinny
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