5 March 2026 - Markets rebound despite inflation, geopolitical, and private credit fears

AI Threat Heatmap:https://www.mpcmarkets.com.au/ai-thre...Software Survivors Webinar Sign Up:https://bit.ly/SaasSurvivorsDaily markets briefing for Thursday 5 March 2026. Finn breaks down a broadly positive overnight session — Nasdaq up 1.29%, S&P 500 up 0.78%, with Amazon, Tesla, and Meta leading the charge. We run through the Software Survivors basket including CRWD up 4%, PANW up 1.5%, and VEEV's surprise after-hours earnings beat of 10.29%. Plus updates on the ERP basket, WiseTech, and what to expect from Pro Medicus on the ASX today.We also cover crude oil's massive 15% five-day run driven by Strait of Hormuz disruptions, Bitcoin's 7% bounce and our dollar-cost averaging strategy down to $45K, and a quick look at commodities including platinum's 4.48% move.Finn also introduces the MPC Software Survivors AI Disruption Heatmap — our proprietary model identifying which tech companies will thrive in the AI era and which will be left behind. Join our upcoming webinar for a full walkthrough and live Q&A.