Latest / MPC Markets Morning Call
Stocks Slide as Iran Truce Expires
Stocks slid overnight as the US-Iran truce expired without a deal — Trump rejected any extension and threatened Oman over Hormuz. Brent crude topped $90, 30-year Treasury yields hit their highest since 2007, and Anthropic's revenue run rate surged to $65 billion ahead of its IPO.
On the ASX, JB Hi-Fi plunged 10% on weak consumer spending. Today we break down BHP's 57% dividend increase, Hub24's forecast beat, CSL's outlook, Judo Capital's turnaround, and Brookfield's $4.1 billion tilt at Reliance Worldwide. Plus — Google issues a $5 billion kangaroo bond, and why critical minerals look…
The skinny
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