14th July: Tariff uncertainty sees shift to real assets as silver hits fresh 15 year highs

MPC Markets Morning Call · Jul 13, 2025 · 9m

In this morning’s wrap up, Mark discusses the current stateof the markets, highlighting the recent performance of equities, particularlythe rise in silver prices and the upcoming US earnings reports. The discussionalso covers sector performance, the impact of geopolitical events, and keyeconomic indicators that could influence market trends moving forward. Thespeaker emphasizes the importance of staying informed during this busy periodin the markets.

Takeaways

Markets drifted off in equitieslast week.

Silver reached fresh 15-yearhighs, rallying 7-8%.

US stocks showed a downward trendover the…