Dow hits Record, Chips Crater - MPC Markets Morning Call ...

What this episode covers

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

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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.

What is this episode about?

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...

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