Investor sentiment remains upbeat as M&A activity accelerates, commodities shift gears as the big players look to diversify earnings, and key macro trends point to a busy second half of 2025.In this week’s wrap, Grady Wulff covers: (0:09) Why M&A is back on the agenda, and what’s fuelling it(1:01) The Insignia Financial deal twist and what’s next(1:51) Big mining plays: BHP’s copper push & Rio’s lithium leap(3:03) Mayne Pharma takeover on thin ice – what it means(5:30) ASX200 performance this week, sector winners & losers(6:16) Most traded stocks & ETFs by Bell Direct clients(6:42) Key economic data to watch next week.

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