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 262 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

MPC Markets hosts MPC Markets Morning Call, a business show with 262 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 #231

  Stocks Continue to Slide as Investors Notice Rising Bond Yields

  Aug 18, 202611 minS2

  The global bond rout finally caught Wall Street's attention — the Nasdaq dropped 1.3% as semis plunged 5%, with the U.S. 30-year yield hitting 5.33% (highest since 2007). Mark and Phil unpack the bond selloff spreading across Japan, Germany, the UK and France, and why Google's new 7%+ kangaroo bond might be a better bet than Treasuries. On the ASX, earnings dominated: CSL stopped the bleeding, BHP lifted its dividend, Judo Bank surged to $1.15, and ProMedicus took investors on a wild $40 ride. Today's slate includes Evolution Mining, Santos, Breville, and Whitehaven Coal. Plus: oil near $92 as the Hormuz standoff drags on, the diesel crack spread above $100/barrel for the first time, and details on the upcoming "Next Phase of AI" webinar and Mark's new Livewire article. Register for the webinar: mpcinvest.co/webinars Website: mpcmarkets.com.au General information only — not financial advice.

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  Episode #229

  Stocks End Mixed on Weakening Consumer

  Aug 16, 202611 minS2

  Wall Street drifted lower on Friday after retail sales posted their biggest drop in over a year and consumer sentiment slumped — but the S&P 500 still notched a third straight weekly gain as cooling inflation pushed Fed rate hike odds down to 33%. Meanwhile, the Strait of Hormuz remains at a near standstill, Brent crude is up almost 6% for the week, and 85% of S&P 500 companies have beaten earnings estimates this season. On the ASX, earnings season shifts into high gear with JB Hi-Fi and BlueScope today, then BHP, CSL and Cochlear later in the week. Plus: why rare earths and critical minerals could be the forgotten thematic of 2026. mpcmarkets.com.au/podcast

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  Episode #226

  Stocks Hit Fresh Records as Inflation Cools(?)

  Aug 13, 202613 minS2

  S&P 500 hits a record close at 7,799 after soft PPI data slashes September rate-hike odds to 34%. Mark and Phil unpack the contradiction of "cooling" inflation at 4.7%, the highest 30-year bond auction since 2001, and why the US dollar might just be "a meme coin." Cisco drops 8% despite unprecedented AI demand, oil snaps a six-day rally on a monster crude build, and Iran insists it controls the Strait — regardless of what Trump says. Plus: ASX earnings highlights including ASX Ltd's surprise 9% jump, the software survivors strategy averaging +50%, and a sneak peek at MPC's Phase 2 AI enablement investment launching in the coming weeks.

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  Episode #225

  Stocks Edge Higher as Tame CPI Eases Rate Hike Fears

  Aug 12, 202615 minS2

  July CPI came in line — core at 2.5% y/y, the slowest since March 2021 — pushing September Fed hold odds to 62%. The S&P 500 rose 0.3% to within reach of its all-time high as AI infrastructure names dominated: CoreWeave +19% on a $104bn backlog, Super Micro +19% on strong FY27 guidance, Nebius +34% on a 514% jump in AI cloud sales. The Strait of Hormuz stalemate deepened as Iran signalled an "offensive doctrine," oil briefly touched $90, and gold hit a two-month high above $4,400/oz. A 10-year Treasury auction priced at the highest yield since 2007 while the U.S. budget deficit blew out to $1.8 trillion through July. On the ASX, CBA beat but slipped, Seek was crushed, and a heavy earnings day awaits with Telstra, IAG, Origin Energy, Transurban and more. Key topics: July CPI & Fed rate path | CoreWeave, Nebius & AI infrastructure earnings | Strait of Hormuz & Iran's military shift | US budget deficit approaching $40 trillion | ASX earnings: CBA, Seek, Suncorp recap + today's slate | S&P 500 valuations ex-AI gains | Critical minerals thematic preview

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  Episode #224

  Stocks Lower ahead of Key Inflation Data

  Aug 11, 202610 minS2

  Wall Street pulled back overnight as Hormuz tensions persisted and traders held fire ahead of Wednesday's US CPI report. Mark Gardner and Phil Deloughery unpack the overnight session — why breadth stayed positive despite index weakness, Iran's latest Hormuz stance, oil grinding toward $90, and Super Micro's stunning after-hours guidance. On the ASX, they preview today's major earnings slate led by CBA (the world's most expensive bank), recap yesterday's movers including Life360's 20% drop and Helia's buyback-fuelled rally, and discuss Inghams expanding bird flu lockdowns to all states. Plus: why coal stocks are quietly outperforming, the data centre-as-a-service theme powering CoreWeave and potentially Megaport, and what to watch in CPI tonight.

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