MPC Markets Morning Call

By MPC Markets

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Episodes: 214

Description

The MPC Markets Morning Call is hosted by Mark Gardner a daily update on financial markets before the open of the ASX. In the daily podcast we cover stock markets, commodities, interest rates and geopolitics

Episode Date
Investors go Old School as tech sold Dow up
Jun 04, 2026
Tech Wobbles Snap Nine-Day S&P500 Winning Streak
Jun 04, 2026
Wall St Climbs as Bitcoin Stumbles
Jun 03, 2026
Fresh Records As Software Stocks REBORN!
Jun 02, 2026
AI Boom masks Iran Limbo
May 31, 2026
Record Highs again n Ceasefire extension & AI
May 28, 2026
Stocks hit Fresh Records on AI Momentum
May 26, 2026
Bond Rout and Record Low Sentiment Flash Warning
May 25, 2026
Dow Back at Records as Iran Deal Hopes Crush Oil
May 22, 2026
Stocks Soar as Trump Says Iran Talks in “Final Stages” and Nvidia Delivers
May 21, 2026
Bond Yields Hit 2007 Highs as Inflation Fears Grip Markets Ahead of Nvidia
May 20, 2026
Stocks Lower as Bond Yields Sound Inflation Alarm
May 17, 2026
Chip Stocks and China
May 15, 2026
Inflation comes in (PPI)ping Hot, Stocks Don’t Care
May 13, 2026
Chip stocks wobble on Hot CPI, Australian Budget looms large for ASX
May 13, 2026
Chips Stocks Soar Trump squashes Iran Deal
May 10, 2026
Stocks take a breather on Iran deal doubts
May 07, 2026
Chips and hopes of Peace drive Stocks to Record Highs
May 07, 2026
Oil Up, Stocks Down as Hormuz Escalates
May 04, 2026
Stocks Finish Month at Record Highs, Best Since 2020
Apr 30, 2026
Stocks Vulnerable as Fed Holds, Oil Rallies and META, AMZN & MSFT Disappoint
Apr 29, 2026
Stocks Falter as OpenAI Concerns Increase
Apr 28, 2026
Stocks Eke Out Gains as Stubborn Oil Prices Cap Gains
Apr 27, 2026
Investors Focus on Earnings as Hormuz Is Both “Open and Closed”
Apr 26, 2026
Stocks Lower as Investors Remember there is a War going on
Apr 23, 2026
Tech Leads markets to fresh record highs despite ongoing Hormuz conflict
Apr 23, 2026
Stocks Dip on Cancelled Peace Talks Bounce on “Extended Ceasefire”
Apr 22, 2026
Another Day, Another Deadline
Apr 20, 2026
Hormuz Chaos Unwinds Friday’s Peace Rally
Apr 19, 2026
Stocks Flat as Investor Hope on Iran Conflict Wears Thin
Apr 16, 2026
Stocks Hit Fresh Record as Investors Return to Tech
Apr 15, 2026
War? What War?
Apr 14, 2026
Stocks Erase Losses (& Memory) of Iran Conflict
Apr 13, 2026
Trump Blockades, Irans Blockade of Hormuz
Apr 12, 2026
Stocks remain Buoyant as Ceasefire Hopes Override Software Slump
Apr 09, 2026
Stocks Soar as Investors Gorge on TACO Tuesday
Apr 08, 2026
TACO by Proxy. Trump’s Deadline Saved by Pakistan Request
Apr 07, 2026
Trump Tells Iran “F*ckin’ Strait or Hell” as Markets Tire of Deadline Déjà Vu
Apr 07, 2026
Stocks rally as investors choose hope over realiy
Apr 02, 2026
Stocks Soar to Finish Quarter as Dillusional “Peace” Narrative Pushed
Mar 31, 2026
Stocks hit 7-month low as Oil settles above $100
Mar 30, 2026
30th March: Stocks head lower as Iran situation worsens
Mar 29, 2026
Stocks capitulate as investors tire of Trumps Fantasy-Land
Mar 26, 2026
US/Israel Talk Peace, but send Missiles
Mar 24, 2026
Stocks higher as TACO back on the menu
Mar 23, 2026
March 23rd: Countdown to Trump’s 48-Hour Iran Ultimatum
Mar 22, 2026
March 20: Stocks end lower in Choppy session as Iran conflict drags on
Mar 20, 2026
19th March: Fed keeps Rates Unchanged as Powell admits "No One Knows" what comes next
Mar 18, 2026
18th of March 2026 - Stocks Tick Up as Investors Weight Flashpoints and Policy Pivots
Mar 17, 2026
17th March 2026: Stocks Bounce on Lower Oil Prices and Tech
Mar 16, 2026
16 March 2026: Oil Tops $100 as Iran War Enters Third Week
Mar 15, 2026
13 March 2026 – Oil Breaches $100 as Trump underestimates the length of Iran Conflict
Mar 12, 2026
12th March 2026 - Oil Surges as Hormuz Chokes, CPI Offers Cold Comfort
Mar 12, 2026
11th March 2026 — Markets Whipsaw as mis-information creates Hormuz Confusion
Mar 10, 2026
10th March 2026 – Stock rebound as oil plummets on Trumps declaration of “quick win” in Iran
Mar 09, 2026
9th March 2026 – Soft Labour market and higher oil prices deliver 1-2 punch to Investor sentiment
Mar 08, 2026
MPC Morning Call 6th March 2026 – Chip stocks and Oil drive market lower
Mar 06, 2026
5 March 2026 - Markets rebound despite inflation, geopolitical, and private credit fears
Mar 04, 2026
4th March 2026 – Forget Iran and SaaS-pocolypse, Markets have a new anxiety… Inflation
Mar 03, 2026
3rd March 2026 – Trump has officially made everything white noise as Stocks finish unchanged
Mar 02, 2026
Call 2nd March 2026 – Stocks set for horrible session as US/Iran Conflict ignites
Mar 01, 2026
27th February 2026 – AI Darling Turns Drag, Nvidia Beats but investor conviction weakens
Feb 26, 2026
26th February 2026 – Tech stocks lead the market higher as Agentic AI concerns turn into “Buy the Dip”
Feb 25, 2026
25th February 2026 – Software and Tech rout finally take a breather
Feb 24, 2026
24th February 2026 – Tariff, Private Credit & Software Uncertainty drives market lower
Feb 23, 2026
23rd February 2026 – Stocks finish higher despite Investors Juggling Multiple Key Risks
Feb 22, 2026
20th February 2026 – Markets on edge as Trump gives Iran 10-days to strike a deal
Feb 19, 2026
19th February 2026 – Hawkish Fed takes heat out of early rally
Feb 18, 2026
18th February 2026 – Stocks mixed as markets searches for direction
Feb 17, 2026
16th Feb 2026 - When CPI Misses, Bonds Lead
Feb 15, 2026
12th February 2026 – Higher than expected jobs data curbs rate cut bets
Feb 11, 2026
11th February 2026 – Soft Retail Sales spook growth investors as Jobs numbers loom
Feb 11, 2026
10th February 2026 – Tech continues rebound as “risk on” returns for reasons unknown
Feb 09, 2026
9th February 2026 – Tech rebounds, but negative catalysts keep building
Feb 08, 2026
5th February 2026 – Heavy rotation out of tech stocks continues as Tech Bears emerge
Feb 05, 2026
4th February 2026 – Stocks retreat as investors rotate out of tech
Feb 03, 2026
3rd February 2026 – US investors shake off global nerves and buy the dip
Feb 02, 2026
2nd February 2026 – Precious Metals hammered as Trump nominates Chair and Inflation numbers hot
Feb 01, 2026
30th January 2026 – Tech turbulence and gold pause: Microsoft slumps as Apple, Meta shine
Jan 30, 2026
29th January 2026 – Fed Pauses, Mega cap earnings mixed, precious metals FLY!
Jan 28, 2026
28th January 2026 – Investors on hold into Fed & Mega-Cap Earnings
Jan 27, 2026
27th January 2026 – Fed, Tech Earnings and Geopolitics keep market on edge
Jan 26, 2026
23rd January 2026 – Trumps TACO re-energizes Tech Bulls
Jan 22, 2026
22nnd January 2026 – Stocks recover as Trump brings TACO Wednesday to Davos
Jan 22, 2026
21st January 2026 – Stocks hit as risks continue to pile up
Jan 20, 2026
MPC Morning Call 20th January 2026 – Index Futures lower on Trump EU threats
Jan 19, 2026
15th January 2026 – Stocks drift lower on Tech & Bank earnings, Silver rockets higher
Jan 14, 2026
14th January 2026 – Stocks dragged lower by poor start to earnings from JP Morgan
Jan 13, 2026
MPC Morning Call 13th January 2026 – Precious metals rally continues as Trump/Powell spat dents confidence in the US
Jan 12, 2026
MPC Morning Call - 9th January 2026
Jan 09, 2026
MPC Morning Call - 8th Jan 2026
Jan 07, 2026
MPC Markets Morning Report - 7th January 2026
Jan 07, 2026
MPC Markets Morning Report - 6th Jan 2026
Jan 07, 2026
MPC Morning Call - 5th January 2026
Jan 04, 2026
24th December 2025 – 2025 the Year of AI? Silver and Platinum beg to differ
Dec 23, 2025
22nd December 2025 – The Silver Santa Rally continues
Dec 21, 2025
19th December 2025 – Stocks Higher on bogus inflation data
Dec 18, 2025
18th December 2025 – Oracle continues to pull the rug under AI, safe havens fly
Dec 17, 2025
15th December 2025 – Tech Drags Markets Lower as Broadcom Outlook Cools AI Optimism
Dec 14, 2025
12th December 2025 – S&P500 sets fresh record despite Oracle raising AI concerns
Dec 11, 2025
11th December 2025 – Fed delivers 3rd rate cut, sets higher bar for further moves
Dec 10, 2025
10th December 2025 – Stocks flat into Fed, Silver rockets to new record
Dec 09, 2025
9th December 2025 – Stocks head Lower as rate cut optimism already priced in
Dec 08, 2025
5th December 2025 – Stock mixed as investors brace for key Inflation data
Dec 04, 2025
4th December 2025 – Weak Jobs data fuels rate cut hopes as Salesforce upgrades AI Agent demand
Dec 03, 2025
3rd December 2025 –Stocks drift higher on rate cut” Hope-ium”
Dec 02, 2025
2nd December 2025: Stocks drift lower as Silvers record run continues
Dec 01, 2025
27th November 2025 – Turkey Trap Rally continues on recycled “rate cut” optimism
Nov 26, 2025
26th November 2025 – Index shrugs off Nvidia Weakness to close in the green
Nov 25, 2025
25th November 2025 – Tech surges higher led by Google after rave reviews of Gemini 3
Nov 24, 2025
24th November 2025 - Stocks bounce as FED Williams breaks ranks to give a rate cut hope
Nov 23, 2025
21st November 2025 – Tech Stocks smashed as Investors dig deeper into Nvidia results
Nov 20, 2025
November 20th 2025 - Rate cuts off the table for 2025, Nvidia Beats
Nov 19, 2025
19th November 2025 – Sell off continues as investors worry about economic reality check
Nov 18, 2025
18th November 2025 – AI sentiment continues to sour, driving stocks lower
Nov 17, 2025
17th November 2025 – Stocks end mixed as Nvidia & Payrolls results loom large
Nov 16, 2025
13th November 2025 – Defensive Switch continues as investors rotate out of Tech
Nov 12, 2025
12th November 2025 – Investors switch out of Tech on record valuations, depreciation red flags
Nov 11, 2025
11th November 2025 – Investors rejoice as longest shutdown in US history ends (Maybe)
Nov 10, 2025
10th November 2025 - Tech lead markets lower as investors take profits in the AI rally
Nov 09, 2025
7th November 2025 – Tech leads market lower as Investors take profits in the AI rally
Nov 06, 2025
6th November 2025 – “Buy the Dip” Tech stocks default market back to the trend
Nov 05, 2025
5th November 2025 – Tech stocks lower as Wall St CEO’s warn on valuations
Nov 04, 2025
4th November 2025 – AI rally continues as AWS joins the OpenAI “pass the parcel”
Nov 03, 2025
3rd November 2025 – AWS continues to drive the AI thematic, while breadth of rally narrows
Nov 02, 2025
31st October 2025 – Amazon soars on cloud demand
Oct 30, 2025
30th October 2025 – Google smashes earnings while Microsoft and Meta disappoint
Oct 29, 2025
29th October 2025 – Wall St feels like “Groundhog Day” as Stocks hit another record
Oct 28, 2025
28th October 2025 – Investor optimism on …. everything, pushes stocks to fresh highs
Oct 27, 2025
27th October 2025 –Investor optimism sky high on potential rate cuts & US/China Trade deal
Oct 26, 2025
24th October 2025 – Stocks grind higher on US/China positivity
Oct 23, 2025
23rd October 2025 – Precious metals dumped on US/China Optimism and profit taking
Oct 22, 2025
22nd October 2025 – Precious metals dumped on US/China Optimism and profit taking
Oct 21, 2025
Morning Call 21st October 2025 - Albanese and Trump ink $8.5B critical minerals deal
Oct 20, 2025
20th October 2025 – Stocks rebound on yet another TACO
Oct 19, 2025
16th October 2025 – Upbeat bank earnings push stocks higher
Oct 15, 2025
15th October 2025 – Trump/China tensions keep a lid on Equities
Oct 14, 2025
14th October 2025 – US/China Critical minerals scramble continues, forcing reactive Trump to TACO
Oct 13, 2025
13th October 2025 – Stocks have worst day in 6-months as Trump pokes the Tariff war hornets’ nest
Oct 12, 2025
10th October 2025 – Gold and Silver hit Fresh Record highs (then retreats)
Oct 09, 2025
9th October 2025 – Tech melts up as Jensen talks up AI Chips & Fed flags further rate cuts
Oct 08, 2025
8th October 2025 – Stocks fall as investors question Oracle’s margins on Nvidia Chips
Oct 07, 2025
7th October 2025 – AMD/OpenAI Deal leads tech & S&P500 higher
Oct 06, 2025
3rd October 2025 – Stocks hit fresh highs as US Govt hit new lows
Oct 02, 2025
2nd October 2025 - Stocks rise as Investors bet Govt shutdown will trigger rate cuts
Oct 01, 2025
1st October 2025 - Stocks shrug off....Everything, as Government heads for shutdown
Sep 30, 2025
30th September – Stocks grind higher despite inevitable Govt shutdown
Sep 29, 2025
29th September – Stocks break 3 day losing streak as precious metals continue run
Sep 28, 2025
26th September – Silver and Platinum surge to multi-decade highs
Sep 25, 2025
25th September – US AI stocks drift lower on Powell and Alibaba LLM advance
Sep 24, 2025
24th September – Tech stumbles as Powell cautions market on further rate cuts
Sep 23, 2025
23rd September – The record run continues on iPhone, AI and Rate-cut optimism
Sep 22, 2025
22nd September – Rally continues on US/China Tik Tok deal and rate cut hopes
Sep 21, 2025
19th September – Nvidia/Intel Deal drives chip stocks & Index to fresh record
Sep 18, 2025
18th September – Highly anticipated Fed rate decision underwhelms investors
Sep 17, 2025
17th September – Stocks drift lower as investors wait for Fed decision
Sep 16, 2025
16th September – Stocks hit fresh records as Uranium, Tesla & Nvidia Rally
Sep 16, 2025
15th September – Stocks drift lower as investors await this weeks Fed meeting
Sep 14, 2025
12th September – Stocks hit fresh records as Inflation numbers give the green light to rate cuts
Sep 11, 2025
11th September –Oracle drives market higher on rapid expansion of AI Datacentres
Sep 10, 2025
10th September –US Jobs revised down 911k, largest drop in history, Oracle rockets on datacentres
Sep 09, 2025
9th September – Chip Stocks higher as investors focus on anything but the economy
Sep 08, 2025
8th September – Rate Cut Party broken up by Recession Fears after Weak Jobs Data
Sep 07, 2025
5th September – Stocks rally into US jobs numbers as rate cut bets rise
Sep 04, 2025
4th September – Google saves the day as positive Anti-trust ruling delivered
Sep 03, 2025
3rd September – Tariff uncertainty gives stocks a nervous start to September
Sep 02, 2025
2nd September – Silver busts to fresh highs as US closed for Labor day
Sep 01, 2025
1st September – Stocks finish lower led by tech leading into September weakness
Aug 31, 2025
29th August – Stocks grind to new record on economic growth surprise
Aug 28, 2025
28th August – Nvidia beats, but shares fall as Investors get valuation vertigo
Aug 27, 2025
27th August – Trumps hostile takeover of the Fed weighs on investor sentiment
Aug 27, 2025
26th August – Nvidia carries index as broader markets drift lower
Aug 25, 2025
25th August – Equities run higher as Fed Chair Dovish on rates
Aug 24, 2025
22nd August – Stocks extend losing streak as economic concerns grow
Aug 21, 2025
21st August – Stocks stumble into Jackson Hole and NVDA Earnings
Aug 20, 2025
20th August – Stocks head lower as investors rotate out of Tech
Aug 19, 2025
19th August – Equities mixed as investors look ahead to Fed Symposium
Aug 18, 2025
18th August – Stocks drift lower as Trump and Putin meet in Alaska
Aug 17, 2025
15th August – Stocks edge higher as Investors ignore higher inflation
Aug 14, 2025
14th August – Equities notch another record on immediate rate cut hopes
Aug 13, 2025
MPC Markets Morning Call 13th August 2025
Aug 12, 2025
12th August – Investors take some money off the table as inflation figures loom
Aug 11, 2025
11th August – Trump boosts rate cut hopes with new Fed appointment
Aug 10, 2025
8th August – Stocks lower on Fed and Tariff uncertainty
Aug 07, 2025
7th August – Stocks higher as Trump convinces Apple to make parts locally
Aug 06, 2025
5th August – Weakening Economy give investors cause to tap the brakes
Aug 05, 2025
5th August – Stocks bounce as investors rush to “Buy the Dip”
Aug 04, 2025
4th August – Stocks slump on soft US employment data
Aug 03, 2025
1st August – Investors leave the party despite stellar Microsoft and Meta earnings
Jul 31, 2025
31st July – Markets digest huge night of Earnings, Interest rates & Tariff announcements
Jul 30, 2025
30th July – Stocks take a breather as Fed and MAG7 Earnings Loom
Jul 29, 2025
29th July – Stock closed mixed ahead of Mag7 Earnings and Fed
Jul 28, 2025
25th July – AI earnings drive stocks higher, while Trump & Powell have tense exchange
Jul 24, 2025
24th July – Stocks higher as Trump finally seals a meaningful trade deal with Japan
Jul 23, 2025
23rd July – Stocks mixed again as record run slows
Jul 22, 2025
Pulse 22nd July – Stocks end mixed as investors focus on earnings week ahead
Jul 22, 2025
21st July – Stocks falter as Trump escalates tensions with the EU
Jul 20, 2025
18th July – Stocks notch new record high on resilient consumer and earnings
Jul 17, 2025
17th July – Stocks grind higher as Trump distracts media with Fed Chair issue
Jul 16, 2025
16th July – Stocks lower as Banks beat analyst expectations, disappoint investors
Jul 15, 2025
15th July – Stocks grind higher as Trump lays ground to TACO on trade deals
Jul 14, 2025
14th July: Tariff uncertainty sees shift to real assets as silver hits fresh 15 year highs
Jul 13, 2025
11th July – Tech makes fresh record as A.I. fly’s above the Trump Chaos
Jul 10, 2025
MPC Morning Call 10th July – Stocks back to record as Whitehouse becomes white noise
Jul 09, 2025
MPC Morning Call 9th July – Copper spikes to record highs on 50% Tariff announcement
Jul 08, 2025
MPC Morning Call 8th July – Trumps fresh Tariff blitz and Tesla lead market lower
Jul 07, 2025
MPC Morning Call 7th July 2025
Jul 06, 2025
MPC Morning Call 4th July 2025 - Everything is positive! Bulls party into 4thof July
Jul 03, 2025
MPC Morning Call 3rd July – S&P500 notches new record on Vietnam Trade deal
Jul 02, 2025
MPC Morning Call 2nd July 2025
Jul 02, 2025
MPC Markets Morning Call 1st July 2025
Jun 30, 2025
MPC Markets Morning Call 30 June 2025
Jun 29, 2025
25th June 2025
Jun 24, 2025
Pre-Market Pulse 24th June – Stocks spike higher as Trump Describes Iranian response as “weak”
Jun 23, 2025