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 for your daily pre-market briefing.

MPC Markets Morning Call is a business podcast hosted by MPC Markets, with 291 episodes on record and a Required Pod Score of 80.

MPC Markets hosts MPC Markets Morning Call, a business show with 291 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #275

  Stock Gains Capped by Global Bond Rout

  Oct 1, 202615 minS2

  The US 10-year yield hit 5.34%, the highest since 2002, before reversing after Fed Vice Chair Jefferson signalled patience on further hikes. The S&P 500 recovered to close up 0.2% but the ASX 200 bore the brunt, falling 2.0% to its lowest since June. Brent crude surged 4.3% on a third US carrier deployment to the Middle East, China suspending fuel exports, and Iran warning of a "forceful response." Micron's blowout guidance lifted chips but Broadcom's $42B deal to lease AI chips to Anthropic raised circular-finance concerns. Russia warned it would use its "entire arsenal including nuclear weapons" to defend Kaliningrad. We look at ASX technicals, chart 40X and New Hope, and discuss MPC's multi-asset diversification fund. SPI futures +44 points — bounce expected at the open.

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  Episode #274

  Soft Inflation not enough to save September

  Sep 30, 202615 minS2

  Cooling US inflation data sparked a morning rally, but Wall Street gave it all back in a brutal final-hour selloff. The Dow dropped 0.86%, the S&P 500 lost 0.25%, and bond yields hit multi-decade highs with the 30-year at 5.638%. Micron smashed earnings — revenue up 256% year-on-year — but the flat after-hours reaction has Mark questioning AI sentiment heading into Q4. The team draws parallels to Cisco's dotcom crash and flags caution around high-profile AI IPOs. Phil runs technical updates on PMA and New Hope, and the episode wraps with what to watch for the ASX open with SPI futures pointing down 51 points. Subscribe and follow for daily market coverage. Try Mosaic free at mpcmarkets.com.au/mosaic.

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  Episode #272

  Stocks Stumble as Oil and Yields Stay Bid

  Sep 28, 202616 minS2

  Wall Street finished lower as the US 10-year yield touched 5.27% — a fresh 19-year high — and Brent crude held above US$105 on Iran–Strait of Hormuz tensions. Gold and silver were smashed 3–5% as surging real yields crushed non-yielding assets. In this episode, Mark and Phil cover: - US 10-year at 5.27% and 30-year through 5.50% — hyperscaler debt now competing with Treasuries - Brent crude holds above US$105; Bloomberg's head macro analyst warns Iran will escalate into the midterms - Nvidia up 1.6% on a record US$150B buyback authorisation increase - Tesla –4% on a JPMorgan price target cut; Boeing –7% on FAA MAX 10 delay - AMD acquires World Labs (Fei-Fei Li's AI startup); Meta poaches MongoDB CEO for enterprise AI - Gold –3.6%, silver –5% as non-yielding assets buckle under surging real yields - SpaceX Starship reaches orbit but cuts mission short on engine problems - RBA decision at 2:30pm AEST — 95% chance of a 25bp hike to 4.60% - ASX day ahead: banks bid on rate hike, miners and tech under pressure - Northern Star / Gold Fields takeover bid and Elliott activist involvement Try Mosaic free for one month → mpcmarkets.com.au/mosaic

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  Episode #271

  Stocks Grind Higher as Geopolitics Weighs

  Sep 27, 20267 minS2

  Stocks Grind Higher as Geopolitics Weighs | 28 September 2026 Wall Street rebounded Friday — Dow +0.93%, S&P 500 +0.51%, Nasdaq +0.48% — led by Microsoft's Copilot refresh and easing oil as Iran proposed a seven-day Hormuz reopening. But Trump rejected the deal on Saturday, putting the war premium back in play. The US 10-year yield closed at 5.18% (hit 5.23% intraday) with the 30-year topping 5.50% for the first time since 2004. The MOVE bond-volatility index sits at 105 vs a decade average of 80 — stress levels remain elevated. In Australia, the ASX 200 closed at 8,665 — its lowest since June — with SPI futures pointing flat at 8,720. The RBA board begins deliberations today ahead of Tuesday's near-certain 25bp hike to 4.60%, with at least two more increases priced toward 5%+. Key events this week: RBA decision (Tue), August CPI (Wed), US payrolls (Fri), Micron earnings (Wed), China PMIs (Thu). Try Mosaic free — all MPC research, recommendations & charting in one platform: mpcmarkets.com.au/mosaic ⚠️ General information only, not investment advice. MPC Markets — CAR No. 1297122 of LeMessurier Securities Pty Ltd (AFSL 296877).

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  Episode #268

  Stocks mixed despite Higher Oil & Bond Yield Spikes

  Sep 24, 202613 minS2

  US equities finished a choppy session little changed on Thursday, with the S&P 500 easing 0.02% to 7,704.13, the Dow down 0.3% to 51,349.98 and the Nasdaq up a marginal 0.01% to 26,939.37, as a bond-market rout and a fresh spike in oil offset any comfort from the Trump–Xi summit in Washington. The US 10-year Treasury yield jumped roughly 9bp to 5.20–5.21%, its highest since July 2007, after NY Fed President John Williams said another hike by year-end was "reasonable." Brent crude rose more than 3% to settle near $106.60 after Houthi missile strikes on Saudi Arabia, even as US–Iran negotiators explored a phased Hormuz deal. Bond managers surveyed by Reuters say they're avoiding big macro bets in favour of shorter-dated, higher-quality credit. The ASX is set for a softer open, with SPI futures down 32 points to 8,706 and the AUD near US70.09¢ ahead of next week's expected RBA hike. Six takeaways: US equities were little changed — S&P 500 -0.02% to 7,704.13, Dow -0.3% to 51,349.98, Nasdaq +0.01% to 26,939.37. Houthi missiles hit Saudi Arabia, reviving Gulf supply-risk premiums even as US–Iran talks on reopening Hormuz continue. Brent settled near $106.60 (+3.4%), WTI ~$94.61–$95.29, gold slipped ~0.4% to around $4,270. US 10-year yield +9bp to 5.20–5.21% (highest since 2007); 30-year touched its highest since 2004. Meta +4.5% on Muse AI momentum, Oracle -3.5% on a data-centre force majeure notice; bond managers favouring short-dated, high-quality credit. ASX 200 futures -32pts/-0.4% to 8,706, AUD ~US70.09¢, RBA hike almost fully priced for next week.

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