MPC Markets Morning Call

In this edition of the MPC Markets Morning Call, Mark discusses the significant decline in precious metals, particularly silver, and the implications of Kevin Warsh's nomination as Fed chair. He analyzes market reactions, sector performances, and the historical context of precious metals movements, while also looking ahead to upcoming economic indicators and their potential impact on the marke...

30th January 2026 – Tech turbulence and gold pause: Microsoft slumps as Apple, Meta shine In this morning's edition of the MPC Markets Morning Call, Mark discusses the tumultuous events of January 2026, including significant market movements, tech sector performance, and upcoming economic indicators. The conversation highlights the impact of geopolitical tensions on commodities and the tech se...

Morning Call covers a busy overnight session with the Fed holding rates, mega-cap US tech earnings from Meta, Microsoft and Tesla, and another powerful move higher in precious metals and uranium, with implications for ASX miners, Aussie tech, and sector positioning going into key US data and Apple results. ​ Fed leaves rates unchanged as Powell emphasises strong 4.4% US GDP and lingering inflation...

In this morning's edition of the MPC Markets Morning Call, Mark discusses the current market landscape as investors await the Federal Reserve's decisions and major earnings reports. The conversation covers the mixed performance of stocks, particularly in the tech and industrial sectors, and highlights significant movements in precious metals. Mark also addresses the implications of the US...

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the current market landscape, focusing on the recent rally in precious metals, particularly silver, and the implications of upcoming earnings reports from major tech companies. He highlights the geopolitical tensions and their impact on market stability, emphasizing the importance of cash positions in uncertain t...

In this morning's market call, Mark Gardner discusses the current state of the markets, focusing on the impact of political decisions, particularly those of Trump, on market stability. He highlights the tech sector's recovery, the significance of upcoming earnings reports, and the ongoing interest in precious metals amidst economic uncertainty. Mark emphasizes the importance of monitoring...

In this morning's edition of the MPC Markets Morning Call, Mark discusses the recent recovery in stocks influenced by Trump's presence at the Davos conference. He analyzes the shifting dynamics in various sectors, particularly the tech and precious metals sectors, and provides insights into the healthcare market's current state. Mark also shares investment strategies and recommendation...

In this episode of the MPC Markets Morning Call, Mark Gardner discusses the current state of the stock market, highlighting the significant risks that have emerged due to geopolitical tensions and economic policies. He emphasizes the impact of Japanese bond yields on global markets, particularly how the shift in these yields could lead to a repatriation of Japanese investments from U.S. equities b...

Today’s MPC Markets Morning Call with Mark Gardner breaks down a volatile macro backdrop driven by Trump’s new tariff threats on Europe over Greenland, rising geopolitical risk, and what it all means for equities, commodities, currencies, and defence names heading into a pivotal 2026 earnings season and data week. • US index futures were weaker with the Dow, S&P 500, Nasdaq and Russell all dow...

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent market trends, focusing on the significant surge in silver prices, the performance of the tech sector, and the latest banking earnings. He also provides insights into commodity performance, particularly in the energy sector, and highlights upcoming earnings reports that could impact market dynamics. Th...

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent downturn in stocks, particularly influenced by JP Morgan's earnings report. The conversation highlights the impact of political factors, especially Trump's policies, on the financial sector and market sentiment. Additionally, there is a focus on upcoming earnings announcements and the potential...

Stocks somehow finished higher overnight as a climbin tech sparked a broader recovery despite concerns about Federal Reserveindependence following President Trump administration’s latest attack on FedChairman Jerome Powell.

Join Finn Judell for a quick recap of overnight US equity action on January 8, 2026. Key highlights:Rotation out of big tech into defense and cyclical stocks following President Trump's announcement of a proposed 50% increase in defense spending to $1.5 trillion for 2027.Defense giants like Northrop Grumman, Lockheed Martin, and L3Harris surge as major beneficiaries. Trump also signals plans t...

Start your day informed with the MPC Markets Morning Call — a concise daily podcast delivering key insights into global financial markets ahead of the ASX open. Hosted by analysts from MPC Markets, including Finn Judell, each episode breaks down overnight US and international market movements, highlights standout sectors like AI and tech giants (e.g., Nvidia's latest innovations), tracks surging c...

In this quick morning briefing, Finn Judell from MPC Markets breaks down the latest market movers: Nvidia steals the show at CES 2026: Jensen Huang announces the Vera Rubin AI platform (up to 5x inference performance boost) and open-source Alpamayo models for autonomous vehicles. Energy stocks dip on momentum fade, but Michael Burry goes bullish on US energy amid Venezuela opportunities and potent...

Join Mark for the first MPC Markets Morning Call of 2026! Positive overnight equity gains led by financials and energy sectors amid US actions in Venezuela opening massive oil supply potential. Commodities surge: Copper hits new record highs near $13,000/ton, silver +6.5%, platinum, lithium, uranium, and Bitcoin all higher. Outlook for Aussie market strong with materials and financials leading. Ge...

In this Morning Report, Jonathan Tacadena discusses the latest market trends, focusing on the significant geopolitical event of the USA capturing Madura and its implications for Venezuela. He analyzes the performance of equities, precious metals, and cryptocurrencies, providing insights into market movements and potential trading strategies. The report emphasizes the importance of energy resources...

In this episode of the MPC Morning Call, Mark Gardner discusses the significant rally in precious metals, particularly platinum and silver, and the underlying economic factors influencing these trends. He expresses concerns about the US dollar's stability and predicts a challenging economic landscape for 2026. Mark also reviews sector performances, highlighting the healthcare sector's stru...

In this edition of the MPC Markets Morning Call, Mark discusses the recent market bounce driven by optimism around CPI numbers, the significant rally in precious metals like silver and platinum, and projections for the S&P and global equities in the coming year. He emphasizes the importance of focusing on high conviction themes and provides insights into the MPC Markets 2026 Outlook report, hi...

In this morning's edition of the MPC Markets Morning Call, Mark discusses the current state of the US stock market, inflation data, and the implications for Federal Reserve rate cuts. He highlights the conflicting signals from Japan's monetary policy and provides insights into investment strategies, particularly in commodities and real assets. The conversation wraps up with a look at the e...

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the current state of the market, highlighting the impact of AI on stock performance, particularly with Oracle's recent downturn. He notes the rise of safe havens like silver and platinum, while also addressing the broader economic indicators such as unemployment rates and their implications for market trends....

U.S. equities closed sharply lower overnight, led by a broadsell-off in technology and semiconductor stocks as investor enthusiasm around the AI trade softened. The S&P 500 fell 1.1%, the Nasdaq dropped 1.7%, and the Dow Jones declined 0.5%, as weakness in chipmakers triggered a widerrisk-off move across markets. Sentiment turned after Broadcom weighed on the sector,reigniting concerns around...

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent record highs in the S&P 500, the performance of various sectors, and the implications of economic indicators. He highlights concerns surrounding Oracle and AI, the strong performance of the Russell 2000, and the undervaluation of the materials sector. The conversation also covers the commodities ma...

11th December 2025 – Fed delivers 3rd rate cut, sets higher bar for further moves In this morning's edition of the MPC Markets Morning Call, the discussion centers around the Federal Reserve's recent rate cut and its implications for the stock market. The conversation highlights the mixed reactions in the equity markets, the performance of major tech stocks, and the ongoing trends in commo...

In this edition of the MPC Markets Morning Call, Mark Gardner discusses the latest market trends, focusing on the significant rise in silver prices, the implications of central bank policies on inflation, and the geopolitical factors affecting technology and defense sectors. He also highlights investment opportunities in silver and the dynamics of bond yields and currency valuations, concluding wi...