Latest / MPC Markets Morning Call
18th February 2026 – Stocks mixed as markets searches for direction
In this morning's market call, the discussion revolves around the mixed performance of stocks following a long weekend in the US, the impact of economic data on rate expectations, and the ongoing challenges faced by technology stocks amid a broader market skepticism. The conversation also highlights specific company earnings, sector performances, and investment opportunities in the current market landscape.
Takeaways
• Stocks are mixed as investors await economic data.
• The SaaSpocalypse is impacting software stocks significantly.
• BHP is rebranding itself as a copper company.
• There are…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.