MPC Morning Call 16th October 2025 – Upbeat bank earnings push stocks higher
Stocks resumed the rally overnight on upbeat bank earnings and rate cut hopes as US/China relations grew increasingly tense
MPC Morning Call 15th October 2025 – Trump/China tensions keep a lid on Equities
Stocks drifted lower overnight as continued tensions between the US and China and the ongoing US Govt shutdown weighed on investor sentiment, despite positive bank earnings
The Scramble for Critical Minerals: A Boom for ASX Investors?
In the high-stakes world of global commodities, a new scramble is underway—one that could redefine supply chains and spark massive investment opportunities
MPC Morning Call 14th October 2025 – US/China Critical minerals scramble continues, forcing reactive Trump to TACO
Stocks bounced hard overnight as Trump walked back, then forward, then back again on his tariff threats to China as the scramble for critical minerals continues
MPC Morning Call 13th October 2025 – Stocks have worst day in 6-months as Trump pokes the Tariff war hornets’ nest
U.S. stocks experienced their steepest decline since April, after President Donald Trump threatened a “massive increase” in tariffs on Chinese imports in response to Beijing’s restrictions on rare earth exports
Is the First Brands Collapse a Warning Sign?
In early October 2025, the private credit sector was rocked by the sudden collapse of First Brands Group, a major US auto parts supplier. With over $11 billion in declared liabilities and allegations of $2.3 billion in hidden debts through opaque off-balance-sheet arrangements like receivables factoring and inventory reverse-factoring, the bankruptcy sent shockwaves through financial markets.
Weekend Edition EP89: Bullion Boom: Why Precious Metals continue to have swagger
discuss the latest trends in the financial markets, focusing on gold and silver prices, economic indicators, and the implications of Japan’s new leadership.
MPC Morning Call 10th October 2025 – Gold and Silver hit Fresh Record highs (then retreats) as Trump announces “peace in the Middle East”
Silver finally set a new record high above $50 overnight after a long 45 year wait, joining gold in the stratosphere, until profit takes and Trump announcing “Peace in the Middle East” and nominating himself for the Nobel Peace prize
MPC Morning Call 9th October 2025 – Tech melts up as Jensen talks up AI Chips & Fed flags further rate cuts
Stocks rebounded to fresh record highs, driven by a rebound in tech as Nvidia chief executive Jensen Huang talk up AI-led chip demand and the Federal Reserve’s latest meeting pointing to further rate cuts ahead.
MPC Morning Call 8th October 2025 – Stocks fall as investors question Oracle’s margins on Nvidia Chips
Stocks fell overnight as questions around the profitability of AI margins were raised as internal Oracle memos suggested the companies margins were softer than stated on renting Nvidia chips .
MPC Morning Call 7th October 2025 – AMD Deal leads tech & S&P500 higher
Stocks headed higher as AMD surged following a deal with AI-darling OpenAI, lifting broader tech and overshadowing an ongoing government shutdown.
Weekend Edition EP88: The Stockmarket is not the Economy
Stocks hit fresh highs as the US Government sinks to a new low