HeyJaredMPC Markets Morning Call
The MPC Markets Morning Call is hosted by Mark Gardner a daily update on financial markets before the open of the ASX.In the daily podcast we cover stock markets, commodities, interest rates and geopolitics
- Indexed episodes, last 90 days
- 60
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- Sep 28, 2026
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- Jul 7, 2026
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Stocks Stumble as Oil and Yields Stay Bid (opens the original)
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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
Stocks Grind Higher as Geopolitics Weighs (opens the original)
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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 8
Stocks mixed despite Higher Oil & Bond Yield Spikes (opens the original)
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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
MPC Morning Call 24th September - Bond Yields Rocket Higher (opens the original)
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US 10-Year Yield Smashes to Record Highs — Bond Market Sends a Warning Jonathan Tacadena hosts today's Morning Call as the bond market delivers the story of the day: the US 10-year yield rocketed from ~4.95% to 5.11% overnight, a fresh record high and one of the sharpest moves in recent memory. Equities were mostly lower but surprisingly muted given the scale of the bond sell-off — Dow -350pts, S&P -0.75%, Nasdaq -1%, Russell 2000 hit hardest at -1.77%. Jonathan breaks down the Nasdaq/S&P diverg
MPC Morning Call 23rd September 2026 (opens the original)
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MPC Markets Morning Call — 23rd September 2026: Copper Smashes Record Highs as NASDAQ Grinds to New Peaks Jonathan Tacadena and Finn Judell run the show today while Mark and Phil are in Brisbane, running through overnight markets and the levels to watch before the ASX open. In this episode: NASDAQ closes at a fresh record high (a modest +0.5% move) while copper breaks out to all-time highs on the structural deficit, data centre build-out and electrification thematic Gold holds near $4,360/oz des
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