15th September – Stocks drift lower as investors await this weeks Fed meeting

In this morning's edition of the MPC Markets Morning Call, Mark discusses the recent shifts in the stock market, highlighting concerns over inflation and the labor market as central banks prepare for significant meetings. He analyzes the performance of major tech stocks, particularly Oracle and Tesla, and delves into the dynamics of the commodities market, focusing on silver and gold. Mark emphasizes the importance of understanding market trends and historical context in making investment decisions.takeaways• Stocks shifted lower as investors await central bank decisions.• Inflation concerns are impacting market sentiment significantly.• Oracle's earnings indicate a strong future for multi-cloud services.• Tesla's stock is rebounding due to technical momentum and innovation.• Goodman is favored over Next DC for strategic partnerships with Oracle.• Gold and silver are experiencing a rally, with silver nearing a 15-year high.• Copper miners are gaining interest despite a dip in copper prices.• Historical trends show silver can rally steeply in short periods.• Market dynamics are influenced by geopolitical factors and central bank policies.• Investors should focus on high conviction themes amidst market volatility.