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MPC Morning Call 1st December 2025
Markets had a half session in the US on Friday night. Highly recommended to ignore the movement or price action in equities

MPC Morning Call 27th November 2025 – Turkey Trap Rally continues on recycled “rate cut” optimism
The indexes shrugged off weakness in Nvidia as a jump in other megacaps, google and Meta along with health care and consumer stocks helped carry the broader market

MPC Morning Call 26th November 2025 – Index shrugs off Nvidia Weakness to close in the green
The indexes shrugged off weakness in Nvidia as a jump in other megacaps, google and Meta along with health care and consumer stocks helped carry the broader market

MPC Morning Call 25th November 2025 – Tech surges higher led by Google after rave reviews of Gemini 3
Google led the market higher overnight as enthusiasm on their TPU technology and Gemini 3 re-ignited investors AI enthusiasm

MPC Morning Call 23rd November 2025 – Stocks bounce as Fed Williams breaks ranks to give a rate cut hope
Stocks bounced back on Friday on very thin hopes for a December rate cut, as Fed Williams went against all the recent Fed speak and suggested a cut could come soon.

MPC Morning Call 21st November 2025 – Tech Stocks smashed as Investors dig deeper into Nvidia results
Stocks were smashed overnight as an Nvidia led rout of the AI stocks, as rate cuts were taken off the table due to better than expected Payrolls.

MPC Morning Call 20th November 2025 – Rate cuts off the table for 2025, Nvidia Beats
Stocks gave up early gains after the minutes of the Fed’s October meeting cast doubt on a December rate cut, adding to cautious sentiment on risk just ahead of key earnings from bellwether Nvidia.

MPC Morning Call 19th November 2025 – Sell off continues as investors worry about economic reality check
Tech led stocks, adding to recent losses as the selloff in AI related companies continued just a day ahead of key earnings from Nvidia and a long-awaited labour market reading for September due later this week.

MPC Morning Call 18th November 2025 – AI sentiment continues to sour, driving stocks lower
Stocks closed lower overnight as sentiment on the AI trade continued to sour amid growing concerns about valuations, with Nvidia leading the broader to the downside ahead of its quarterly results due later this week.

MPC Morning Call 17th November 2025 – Stocks end mixed as Nvidia & Payrolls results loom large
Stocks closed mixed on Friday night, well off the lows of the session as investors bought the dip in AI-related stocks to spark a turnaround in tech and shrugged off concerns about waning odds of a December rate cut.

MPC Morning Call 14th November 2025 – Tech stocks hit as Dec rate cuts looking less likely
Tech stocks led the market lower as an ongoing rotation out of big tech and waning odds of a December rate cut weighed on sentiment even with the ending of the longest ever US government shutdown.

MPC Morning Call 13th November 2025 – Defensive Switch continues as investors rotate out of Tech
The rotation to a more defensive stance continued overnight as investors rotated out of Tech into ahead of the confirmation of a deal to end the longest-ever federal government shutdown.
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Weekend Edition EP97:Rate cut “hopes” keep market at sky high valuations
The episode concludes with insights into commodities and market trends, emphasizing the importance of understanding these evolving technologies in the financial landscape.

MPC Morning Call 1st December 2025
Markets had a half session in the US on Friday night. Highly recommended to ignore the movement or price action in equities