15th October 2025 – Trump/China tensions keep a lid on Equities

MPC Markets Morning Call · Oct 14, 2025 · 15m

In this edition of the MPC Markets Morning Call, Mark discusses the current state of the markets, focusing on theimpact of geopolitical tensions, particularly involving Trump and the US-China relationship. He analyzes sector performances, particularly in banking and technology, and provides insights into recent earnings reports. Theconversation also delves into commodities, emphasizing the importance of strategic investment decisions amidst market fluctuations and potential government shutdowns.

takeaways

Tensions in the market are influenced by geopolitical factors.

Low interest rates…