Week Ends on a Cautious Note - MPC Markets Morning Call |...

What this episode covers

US cash markets were closed Friday for Juneteenth, but global stocks stalled heading into the weekend as US-Iran peace talks opened at Bürgenstock, Switzerland. Mark Gardner breaks down the 14-point memorandum of understanding, what's likely to pass and what isn't, and why crude oil may be the standout risk-reward trade right now — with downside of 5–10% versus upside of 10–25% if negotiations collapse.This episode covers:— US-Iran talks at Bürgenstock: Vance, Araghchi, and the 60-day negotiating window— Why Israel and Lebanon remain the wild card for any lasting deal— S&P 500 futures down 0.62%, US tech futures down 1%, oil up 2.5% as of recording— The case for energy as a portfolio hedge at extended US equity levels — Chevron, oil futures, and single-digit PE names— Fed, ECB, and RBA hawkishness hammering precious metals — gold under pressure— Australian CPI (Wednesday) and employment data (Thursday) — the numbers the RBA is watching— Metcash (MTS) full-year earnings today; BHP Jansen potash cost blowout fallout— Micron earnings Thursday morning — can memory prices justify the Philadelphia Semiconductors rally?— US core PCE price index, final GDP, and Michigan sentiment later in the weekMentioned: Software Survivors 2.0 webinar, Bulls vs Bears weekly podcast (Anthropic and OpenAI deep dive with Kai Chen and Jonathan Takadena)🎧 Subscribe: Spotify | Apple Podcasts | YouTube📧 Contact: mpcmarkets.com.au#MorningCall #USIranTalks #StraitOfHormuz #CrudeOil #ASX200 #FedRateHike #AustralianCPI #Micron #BHP #EnergyStocks #PortfolioHedge #MPCMarkets

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How long is this episode of MPC Markets Morning Call?

This episode is 9 minutes long.

When was this MPC Markets Morning Call episode published?

This episode was published on June 21, 2026.

What is this episode about?

US cash markets were closed Friday for Juneteenth, but global stocks stalled heading into the weekend as US-Iran peace talks opened at Bürgenstock, Switzerland. Mark Gardner breaks down the 14-point memorandum of understanding, what's likely to pass...

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