19th December 2025 – Stocks Higher on bogus inflation data

MPC Markets Morning Call · Dec 18, 2025 · 14m

In this morning's edition of the MPC Markets Morning Call, Mark discusses the current state of the US stock market, inflation data, and the implications for Federal Reserve rate cuts. He highlights the conflicting signals from Japan's monetary policy and provides insights into investment strategies, particularly in commodities and real assets. The conversation wraps up with a look at the enhanced growth strategies being implemented and a positive outlook for the upcoming year.

Takeaways

• US stocks showed improvement due to weakening inflation.

• Caution is advised regarding Federal Reserve…