Latest / MPC Markets Morning Call
Stocks Mixed Again on US Canada Trade Tensions
Stocks mixed overnight — chip selloff drags the Nasdaq while the Dow holds on. US-Canada trade talks collapse with 50% auto tariffs threatened from January 2027, Nvidia posts its longest losing streak since 2022 ahead of Wednesday's earnings, and Texas pauses new data centre approvals. Mark and Phil cover the ASX earnings wrap (Ampol, Adore Beauty, Aussie Broadband), BHP's record high, the commodity and crypto rally (Bitcoin +23% on 5-day, gold eyeing $4,700), and what's ahead this week — RBA minutes today, NVIDIA + CPI Wednesday, Wesfarmers Thursday, and Fed Chair Warsh at Jackson Hole…
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