Dow hits Record, Chips Crater

from MPC Markets Morning Call Hosted by MPC Markets

Dow hits record 52,899 but chip stocks crater. June payrolls: 57k vs 115k expected. Rate hike odds slashed. We cover the jobs miss, what it means for the Fed, Meta's $145B AI capex scramble, oil flattening at pre-war levels, gold surging on dollar weakness, and why 87% of the S&P 500's H1 gains came from chips alone. Plus the 1990s Desert Storm parallel for where inflation goes from here. No show Monday (July 4th) — back Tuesday. Catch Bulls vs Bears this afternoon for the full H1 wrap. 🔗 mpcmarkets.com.au/podcast 📊 Free Mosaic trial: mpcmarkets.com.au/mosaic

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

Dow hits Record, Chips Crater

0:00 12:35

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo

Frequently asked questions

How long is this episode of MPC Markets Morning Call?

This episode is 12 minutes long.

When was this MPC Markets Morning Call episode published?

This episode was published on July 3, 2026.

Can I download this MPC Markets Morning Call episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.