24th September – Tech stumbles as Powell cautions market on further rate cuts

MPC Markets Morning Call · Sep 23, 2025 · 13m

In this morning's market call, Mark discusses the current economic landscape, highlighting the impact of persistent inflation and the Fed's stance on rate cuts. He reviews sectorperformances, particularly in equities, and notes significant movements in stocks like Nvidia and Tesla. The conversation shifts to inflation dynamics, emphasizing the role of money supply in driving inflation and the implications for precious metals. Mark concludes with predictions for the market andupcoming economic events, including CPI data and webinars.

takeaways

Persistent inflation complicates further easing by…