Shows / MPC Markets Morning Call

MPC Markets Morning Call
The MPC Markets Morning Call is a daily Australian stock market podcast hosted by Mark Gardner, Founder & CEO of MPC Markets. Published every weekday before the ASX opens, it covers overnight Wall Street moves, ASX sector outlooks, commodities, currencies, interest rates, and geopolitics ,everything Australian investors need to start the trading day. Mark brings nearly 30 years of experience across equities, derivatives, and structured investments. New episode every weekday morning. Subscribe…
Episodes
MPC Markets Morning CallStocks Vulnerable as Fed Holds, Oil Rallies and META, AMZN & MSFT Disappoint
A divided Federal Reserve held rates steady in what was Jerome Powell’s final meeting as chair, while Brent crude surged 7% toward $120 a barrel and four Mag 7…
MPC Markets Morning CallStocks Falter as OpenAI Concerns Increase
US equities pulled back sharply from record highs on Tuesday as a Wall Street Journal report that OpenAI missed key user and revenue targets ignited a sell-off…
MPC Markets Morning CallStocks Eke Out Gains as Stubborn Oil Prices Cap Gains
US equities held at record highs in subdued trading on Monday as investors braced for the most consequential week of the year — five Magnificent Seven earnings…
MPC Markets Morning CallInvestors Focus on Earnings as Hormuz Is Both “Open and Closed”
The S&P 500 and Nasdaq closed at fresh record highs on Friday, buoyed by Intel’s 23.7% surge and renewed hopes for US–Iran peace talks, but the weekend brought…
MPC Markets Morning CallStocks Lower as Investors Remember there is a War going on
US equities pulled back from record territory on Thursday as an escalating naval standoff in the Strait of Hormuz overwhelmed a solid earnings season. The S&P…
MPC Markets Morning CallTech Leads markets to fresh record highs despite ongoing Hormuz conflict
US equities extended their remarkable April run on Wednesday as Trump’s decision to indefinitely extend the Iran ceasefire removed the immediate threat of a…
MPC Markets Morning CallStocks Dip on Cancelled Peace Talks Bounce on “Extended Ceasefire”
The S&P 500 fell 0.6% to 7,064.05, extending its retreat from record highs as VP Vance called off his trip to Pakistan and Iran refused to attend further…
MPC Markets Morning CallAnother Day, Another Deadline
The S&P 500 slipped 0.2% to 7,110.22, snapping a five-day advance, as oil’s 5%+ surge weighed on sentiment. Brent crude settled above $95 at $95.02 (+5.1%) and…
MPC Markets Morning CallHormuz Chaos Unwinds Friday’s Peace Rally
Friday’s euphoric rally — which pushed the S&P 500 to a record 7,125.36 (+1.2%) and sent Brent crude tumbling 8.7% to $90.71 — is being unwound after Iran…
MPC Markets Morning CallStocks Flat as Investor Hope on Iran Conflict Wears Thin
US equities edged to fresh record highs as optimism over a potential Iran peace deal kept markets buoyant, but gains were capped by warnings that a resolution…
MPC Markets Morning CallStocks Hit Fresh Record as Investors Return to Tech
Wall Street reached all-time record highs on Wednesday as investors priced in growing optimism for a peace deal and rotated aggressively back into technology…
MPC Markets Morning CallWar? What War?
Two months into the Iran war, Wall Street has decided to shrug. The S&P 500 closed at 6,967.38 on Tuesday — 1.3% above its pre-war level of February 27 and…
MPC Markets Morning CallStocks Erase Losses (& Memory) of Iran Conflict
US equities staged a decisive recovery on Monday, with the S&P 500 closing up 1% at 6,887 to fully erase all losses sustained since the outbreak of the Iran…
MPC Markets Morning CallTrump Blockades, Irans Blockade of Hormuz
The “peace dividend” that drove global equities sharply higher last week has evaporated overnight after US–Iran negotiations in Islamabad collapsed following…
MPC Markets Morning CallStocks remain Buoyant as Ceasefire Hopes Override Software Slump
The S&P 500 rose 0.6% to 6,824.66, the Dow +0.58% to 48,185.80 (now positive YTD), and the Nasdaq +0.83% to 22,822.42, marking the index’s seventh consecutive…
MPC Markets Morning CallStocks Soar as Investors Gorge on TACO Tuesday
Key Takeaways Global equities surged: the S&P 500 rose 2.5% to 6,783.48, the Nasdaq 100 jumped 2.9%, the Dow gained 2.8% to 47,910.79 (best day in a year), and…
MPC Markets Morning CallTACO by Proxy. Trump’s Deadline Saved by Pakistan Request
Key Takeaways US equities reversed early losses to finish near flat — S&P 500 +0.1% to 6,617.74, Nasdaq +0.1% to 22,017.85, Dow -0.2% to 46,584.33 — as…
MPC Markets Morning CallTrump Tells Iran “F*ckin’ Strait or Hell” as Markets Tire of Deadline Déjà Vu
Key Takeaways 1. US equities extended their winning streak to four sessions: S&P 500 +0.45% to 6,612.02, Nasdaq Composite +0.54% to 21,996.34, Dow Jones +0.36%…
MPC Markets Morning CallStocks rally as investors choose hope over realiy
US equities extended their two-day recovery with the S&P 500 adding 0.7% to 6,573.89 as Trump claimed Iran had requested a ceasefire — a claim Tehran…
MPC Markets Morning CallStocks Soar to Finish Quarter as Dillusional “Peace” Narrative Pushed
Tuesday’s market euphoria was driven by two converging headlines: Iran’s President Pezeshkian said the country has the “necessary will to end this war” with…
MPC Markets Morning CallStocks hit 7-month low as Oil settles above $100
The first quarter of 2026 closes with markets scarred by the ongoing US-Israeli war against Iran. The S&P 500 fell 0.4% to 6,343.33 on Monday, leaving it 8.7%…
MPC Markets Morning Call30th March: Stocks head lower as Iran situation worsens
The Iran conflict entered a dangerous new phase over the weekend, with Houthi militants joining the fight, Israel striking Tehran, and the US Defense…
MPC Markets Morning CallStocks capitulate as investors tire of Trumps Fantasy-Land
Thursday’s session was a mirror image of Wednesday’s brief relief rally. Iran formally rejected Washington’s 15-point peace framework, submitted its own…
MPC Markets Morning CallUS/Israel Talk Peace, but send Missiles
Tuesday’s session was defined by a single question: is Trump negotiating or escalating? His claim that Iran gave a “present” tied to Hormuz flows briefly…
MPC Markets Morning CallStocks higher as TACO back on the menu
This is a high-stakes, information-dense update. Below is a structured YouTube description designed to capture the urgency of the market situation while…
MPC Markets Morning CallMarch 23rd: Countdown to Trump’s 48-Hour Iran Ultimatum
Wall Street recorded its fourth consecutive weekly decline on Friday, with the S&P 500 falling 1.51% to a six-month low and breaking below its 200-day moving…
MPC Markets Morning CallMarch 20: Stocks end lower in Choppy session as Iran conflict drags on
Overnight saw another volatile session dominated by the US–Israel war on Iran. Oil initially surged 10% after Iranian strikes knocked out 17% of Qatar’s LNG…
MPC Markets Morning Call19th March: Fed keeps Rates Unchanged as Powell admits "No One Knows" what comes next
Global markets endured a brutal session overnight as Iran escalated its military campaign across Gulf energy infrastructure, sending Brent crude surging near…
MPC Markets Morning Call18th of March 2026 - Stocks Tick Up as Investors Weight Flashpoints and Policy Pivots
Strait of Hormuz Interactive Infographic: https://mosaic.mpcmarkets.com.au/dashboard/content/the-1970s-oil-shocks-cpi-rates-asset-performance Wall Street…
MPC Markets Morning Call17th March 2026: Stocks Bounce on Lower Oil Prices and Tech
Markets rallied to start the week as a sharp retreat in oil prices from the US$102+ highs eased fears of a full-blown energy crisis, even as the US-Israeli war…
MPC Markets Morning Call16 March 2026: Oil Tops $100 as Iran War Enters Third Week
The US–Iran conflict dominated global markets for a second consecutive week, pushing Brent crude above $100 a barrel for the first time since 2022 and…
MPC Markets Morning Call13 March 2026 – Oil Breaches $100 as Trump underestimates the length of Iran Conflict
Overnight markets were dominated by a sharp escalation in the Iran war, with Brent crude breaching $100 for the first time since 2022 after Iran’s new supreme…
MPC Markets Morning Call12th March 2026 - Oil Surges as Hormuz Chokes, CPI Offers Cold Comfort
Markets are caught between backward-looking inflation relief and forward-looking energy anxiety. February’s in-line CPI would have been a clear positive in a…
MPC Markets Morning Call11th March 2026 — Markets Whipsaw as mis-information creates Hormuz Confusion
Oil markets endured their most volatile session in years as crude crashed more than 10% before partly recovering, driven by conflicting signals from the White…
MPC Markets Morning Call10th March 2026 – Stock rebound as oil plummets on Trumps declaration of “quick win” in Iran
Global markets endured extreme volatility overnight as the Iran conflict entered its 10th day — oil briefly touching US$120 before crashing back below US$88 —…
MPC Markets Morning Call9th March 2026 – Soft Labour market and higher oil prices deliver 1-2 punch to Investor sentiment
Global markets endured their worst week in months as the US–Israel–Iran conflict drove oil prices to multi-year highs — with WTI up over 35% in five days —…
MPC Markets Morning CallMPC Morning Call 6th March 2026 – Chip stocks and Oil drive market lower
MPC Markets Morning Call, the host notes only modest overnight market weakness despite escalating oil prices and Strait of Hormuz disruptions, praising US…
MPC Markets Morning Call5 March 2026 - Markets rebound despite inflation, geopolitical, and private credit fears
AI Threat Heatmap:https://www.mpcmarkets.com.au/ai-thre...Software Survivors Webinar Sign Up:https://bit.ly/SaasSurvivorsDaily markets briefing for Thursday 5…
MPC Markets Morning Call4th March 2026 – Forget Iran and SaaS-pocolypse, Markets have a new anxiety… Inflation
Geopolitics, wild policy swings, Tariffs, SaaS-pocolypse,Private credit… you would think there is enough to worry about, but investorsfound something new to…
MPC Markets Morning Call3rd March 2026 – Trump has officially made everything white noise as Stocks finish unchanged
Global markets largely ignored escalating Middle East tensions and rising inflation signals, with US indices finishing flat while the ASX benefits from…
MPC Markets Morning CallCall 2nd March 2026 – Stocks set for horrible session as US/Iran Conflict ignites
Middle East escalation and emerging credit stress set up a rough start to the week, with AI leaders wobbling, stagflation signals building, and the ASX skewed…
MPC Markets Morning Call27th February 2026 – AI Darling Turns Drag, Nvidia Beats but investor conviction weakens
Nvidia’s stellar quarter, growing AI backlash, and a historic US military buildup around Iran anchor this MPC Morning Call, as Mark Gardner unpacks why markets…
MPC Markets Morning Call26th February 2026 – Tech stocks lead the market higher as Agentic AI concerns turn into “Buy the Dip”
Nvidia’s strong earnings have reignited the AI trade and helped drive fresh record highs on the ASX, while markets rotate back into tech, commodities and…
MPC Markets Morning Call25th February 2026 – Software and Tech rout finally take a breather
MPC Markets’ Morning Call for 25 February 2026 covers a much‑needed rebound in battered software and tech, growing scepticism around the “Anthropic kills SaaS”…
MPC Markets Morning Call24th February 2026 – Tariff, Private Credit & Software Uncertainty drives market lower
In this episode, Mark Gardner discusses heightened market uncertainty driven by tariff concerns, fears of AI disruption (particularly from Anthropic's agentic…
MPC Markets Morning Call23rd February 2026 – Stocks finish higher despite Investors Juggling Multiple Key Risks
The 23 February MPC Morning Call covers a resilient US equity session despite renewed Trump tariffs, slowing growth, sticky inflation and rising Iran-related…
MPC Markets Morning Call20th February 2026 – Markets on edge as Trump gives Iran 10-days to strike a deal
This market update covers geopolitical tensions, market performance, earnings reports, and investment strategies, providing valuable insights for investors and…
MPC Markets Morning Call19th February 2026 – Hawkish Fed takes heat out of early rally
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the current state of the stock market, the influence of the Federal Reserve…
MPC Markets Morning Call18th February 2026 – Stocks mixed as markets searches for direction
In this morning's market call, the discussion revolves around the mixed performance of stocks following a long weekend in the US, the impact of economic data…
MPC Markets Morning Call16th Feb 2026 - When CPI Misses, Bonds Lead
In this morning call, Jonathan Tacadena discusses the impact of a softer CPI figure in the US on the bond market and equities, particularly focusing on the…
MPC Markets Morning Call12th February 2026 – Higher than expected jobs data curbs rate cut bets
In this morning's edition of the NPC Markets Morning Call, Mark Gardner discusses the unexpected jobs data and its implications for rate cuts and inflation. He…
MPC Markets Morning Call11th February 2026 – Soft Retail Sales spook growth investors as Jobs numbers loom
In this morning's market call, Mark discusses the mixed performance of the US markets, highlighting the impact of soft retail sales on growth investors. He…
MPC Markets Morning Call10th February 2026 – Tech continues rebound as “risk on” returns for reasons unknown
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent rebound in tech stocks, the implications of corporate bond…
MPC Markets Morning Call9th February 2026 – Tech rebounds, but negative catalysts keep building
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent market rebound, particularly in tech stocks, while noting the…
MPC Markets Morning Call5th February 2026 – Heavy rotation out of tech stocks continues as Tech Bears emerge
The tech selloff deepened as investors rotated out of high-growth AI names, with AMD plunging 17% after weak guidance and Nvidia, Palantir, Snowflake, and…
MPC Markets Morning Call4th February 2026 – Stocks retreat as investors rotate out of tech
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent retreat in stock markets, particularly in the tech sector, and…
MPC Markets Morning Call3rd February 2026 – US investors shake off global nerves and buy the dip
US markets staged a strong broad-based rebound, commodities were mixed after a US–India energy shift, and attention is now on the RBA, big US tech earnings…
MPC Markets Morning Call2nd February 2026 – Precious Metals hammered as Trump nominates Chair and Inflation numbers hot
In this edition of the MPC Markets Morning Call, Mark discusses the significant decline in precious metals, particularly silver, and the implications of Kevin…
MPC Markets Morning Call30th January 2026 – Tech turbulence and gold pause: Microsoft slumps as Apple, Meta shine
30th January 2026 – Tech turbulence and gold pause: Microsoft slumps as Apple, Meta shine In this morning's edition of the MPC Markets Morning Call, Mark…
MPC Markets Morning Call29th January 2026 – Fed Pauses, Mega cap earnings mixed, precious metals FLY!
Morning Call covers a busy overnight session with the Fed holding rates, mega-cap US tech earnings from Meta, Microsoft and Tesla, and another powerful move…