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MPC Morning Call 3rd July – S&P500 notches new record on Vietnam Trade deal
Wrap of the overnight action in global markets. This morning,Mark discusses the recent Vietnam trade deal and its implications for the USeconomy, highlighting the unfavorable terms for Vietnam. The conversationtransitions into US economic indicators, particularly focusing on payroll dataand market reactions. Finally, the discussion shifts to commodity markettrends, including insights on gold, silver, and platinum, as well as theperformance of mining stocks.
Takeaways
The Vietnam trade deal sets aprecedent for future negotiations.
The terms of the Vietnam dealappear unfavorable to Vietnam.
US…
The skinny
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