MPC Morning Call 10th July – Stocks back to record as Whitehouse becomes white noise

MPC Markets Morning Call · Jul 9, 2025 · 6m

In this morning's edition of MPC Morning Call, thediscussion revolves around the recent stock market highs amidst political turmoil, particularly focusing on Trump's tariffs and their impact on various sectors. The conversation highlights Nvidia's remarkable market cap achievementand the cautious stance of the Federal Reserve. Additionally, insights into commodity trends and economic indicators, including Amazon's sales performance and China's economic data, are explored.

Takeaways

Stocks reached record highsdespite political noise.

Trump's tariffs targeted severalBRICS and Asian nations…