Crypto Bros and Finance Bros ...
Morgan Stanley’s move to introduce crypto trading via E*Trade signals a growing alignment between traditional finance and digital assets, with political tailwinds in the US accelerating change. Meanwhile, reporting season delivers a mixed bag: strong results from Microsoft and Meta, but softer outcomes from Amazon, Apple, and Greenhill Australia.
On the M&A front, activity continues amid growing caution. Standouts include Healius’ Lumus Imaging sale, WiseTech’s interest in e2open, and Tetra Tech’s acquisition of Adelaide’s SAGE Group. Dealmakers are navigating a volatile landscape shaped by political shifts and pricing uncertainty.
From crypto plays to cautious dealmaking, the market is clearly in transition. Agility and focus will define the winners in this next chapter.