18th July – Stocks notch new record high on resilient consumer and earnings

MPC Markets Morning Call · Jul 17, 2025 · 19m

In this mornings call, Mark discusses the current state of the stock market, highlighting record highs in the S&P 500 driven by resilient consumer and earnings data. Key economic indicators such as retail sales and manufacturing indexes are analyzed, alongside the cautious stance of central banks amid political influences. The performance of various sectors, particularly technology and commodities, is examined, with insights into major companies like TSMC and BHP. The conversation concludes with a look ahead atupcoming earnings reports and economic data.

takeaways

Stocks are reaching new…