War On Risk Off Stocks Drop - MPC Markets Morning Call

What this episode covers

Trump declared the Iran ceasefire "over" at NATO, launching a second day of strikes as markets closed. Oil surged past $80 before settling at $78.55. The S&P dipped 0.3% while chip stocks bounced. Fed minutes showed a split committee on rate hikes under new chair Warsh. We break down the Iran escalation, oil dynamics, Hormuz traffic, Nvidia's China chip deal, the IMF growth downgrade, bond yield spikes, earnings season risks, and why portfolio hedging matters right now.

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How long is this episode of MPC Markets Morning Call?

This episode is 19 minutes long.

When was this MPC Markets Morning Call episode published?

This episode was published on July 8, 2026.

What is this episode about?

Trump declared the Iran ceasefire "over" at NATO, launching a second day of strikes as markets closed. Oil surged past $80 before settling at $78.55. The S&P dipped 0.3% while chip stocks bounced. Fed minutes showed a split committee on rate hikes...

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