Latest / MPC Markets Morning Call
31st October 2025 – Amazon soars on cloud demand
The conversation delves into the recent performance of major tech companies, particularly Google and Amazon, and the broader implications for the market. It highlights the ongoing challenges in US-China relations, including tariff discussions and the impact of a potential government shutdown on economic stability.
takeaways
Two decent results from Google and Amazon.
Heat started to come out of those chip stocks.
We're no better off than we were in March.
It's important for the US and China to have a relationship.
Government will hit the 34-day mark.
We've tar-coded out of another one of these…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.