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22nd September – Rally continues on US/China Tik Tok deal and rate cut hopes
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the latest market trends influenced by US-China relations, economic indicators, and the tech sector's performance. He highlights the potential for a government shutdown, rising recession fears, and the implications of inflation and stagflation. The conversation also covers insights into the uranium market and precious metals, concluding with a note on an upcoming webinar focused on investment strategies in a changing economic landscape.
takeaways
The market is buoyed by optimism around US-China talks.
Concerns…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.