Latest / MPC Markets Morning Call
3rd October 2025 – Stocks hit fresh highs as US Govt hit new lows
In this episode, Mark discusses the current state of the stock market, emphasizing the disconnect between market performance and the broader economy. He highlights sector performances, particularly in healthcare and technology, and warns against chasing high valuations in defense stocks. The conversation also touches on the political landscape's impact on market sentiment and the upcoming earnings season, suggesting a cautious approach to investments amidst uncertainty.
takeaways
The stock market is not a reflection of the economy.
Investors should be cautious of FOMO in defense stocks.
Major…
The skinny
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