In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss more record highs for US stocks and the FTSE100, as well as the latest Fed rate cut and the hawkish reaction to it. They also talk about the slide in Meta and Microsoft share price on concern over accelerated AI spend, as well as looking ahead to next week’s Bank of England rate decision, and the latest numbers from Diageo, BP, M&S and AstraZeneca.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson talk about how solid earnings, as well as the prospect of another U-turn on tariffs by President Trump is helping to underpin markets as well as push the FTSE 100 to another record high. They also look at this week’s numbers from Netflix and Tesla, and look ahead to next week’s big slate of numbers from Apple, Amazon, Alphabet, Meta and Microsoft.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at how markets have reacted to President Trump’s unexpected decision to announce 100% additional tariffs on Chinese goods and whether this escalation in tensions could prompt a deeper sell-off. They also look at this week’s earnings numbers from JPMorgan, and other US banks, as well as looking ahead to next week’s updates from Lloyds, Barclays and NatWest, as well as Netflix and Tesla.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at the reasons behind more record highs for the FTSE100, US markets, the German DAX as well as gold and silver. They also look at the drivers behind recent moves in Lloyds Banking Group and the HSBC share price, as well as looking ahead to the start of US earnings season with JPMorgan, Citigroup and Wells Fargo.
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at more record highs for the FTSE100 and US markets, despite another US government shutdown, and why markets are ignoring the political noises, as well as looking back at this week’s numbers from Tesco and Greggs and what they tell us about the UK economy. Plus, why is AstraZeneca moving to New York?
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone and Michael Hewson look at the shifting expectations when it comes to further rate cuts from the Fed and BoE, as well as whether markets are in a bubble given this week’s news of Nvidia’s $100bn deal with OpenAI. They also look at this week’s numbers from Kingfisher and JD Sports, as well as looking ahead to US non-farm payrolls, and results from Tesco and JD Wetherspoon.
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson return to look at more record highs for US markets after this week’s central bank rate decisions from the Federal Reserve and Bank of England, as well as looking at the prospects for the UK economy after another set of poor government borrowing numbers.
They also look at this week’s numbers from Next and what they add to the discussion around UK PLC, as well as looking ahead to Kingfisher and JD Sports H1 results
After a brief podcast break Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson return to look at more record highs for US markets and the FTSE100 this week, as well as looking ahead to next week’s rate decisions from the Bank of England and Federal Reserve, as well as discussing the lack of innovation at this week’s Apple event.
They also discuss the recent numbers from Nvidia as well as looking ahead to the latest results from Next and what they might tell us about the UK consumer.
Between 74-89% of retail investor accounts lose money when trading CFDs.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the odds of a Fed rate cut next month after this week’s US CPI and PPI numbers. They also look at the health of the UK economy through the lens of Q2 GDP, and unemployment numbers before looking ahead to UK CPI, Retail sales as well as earnings from Walmart, Target and Hays.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the latest decision by the Bank of England to cut rates by 25bps and what it tells us about the UK economy.
They also look back at the latest earnings numbers from Amazon, Apple and Disney, as well as BP, Diageo and IHG and look ahead to next week’s UK Q2 GDP numbers and what they tell us about the UK consumer.
As earnings seasons gets under way in earnest and the 1st August tariff deadline approaches Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the drivers of company outperformance which is driving the FTSE 100, and US markets to new record highs. We look back at earnings announcements from the likes of NatWest, Barclays, Rolls-Royce, as well as Microsoft and Meta all of which have driven this week’s gains as well as looking ahead to the Bank of England next week.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss what’s driving the new record highs for the FTSE100, Nikkei 225 and US markets, as markets increasingly embrace the prospect of new trade deals, following on from the US/Japan and UK/India deals. This week has seen positive market reactions to the numbers from the likes of ITV, BT Group, Vodafone and Reckitt Benckiser and Alphabet. Could they be a precursor to similar strong numbers next week from the likes of Rolls-Royce, AstraZeneca, BAE Systems, Apple, Amazon and Microsoft amongst others.
In this week’s episode of The Good Money Guide Podcast, Michael Hewson and Pepperstone’s Michael Brown break down what’s driving global stock markets to record highs, from copper tariffs and surging tech stocks like Nvidia, to central bank decisions and surprisingly resilient miners.We explore:
- Why markets are ignoring Trump’s 50% copper tariff
- Whether Nvidia’s $4 trillion valuation is sustainable
- What the Fed, RBA and RBNZ rate holds mean for investors- M&A action from Merck and Ferrero
- Trouble in the UK: rising unemployment, vanishing bank jobs, and potential tax hikes
- Earnings outlook for EasyJet, Dr Martens, Netflix, and the big US banks
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the recent volatility in UK markets as a result of events in Westminster this week, as we come up to the one-year anniversary of the current government. We also look back at the good, bad and ugly of UK markets so far this year, and what H2 might have in store when it comes to stocks and currency markets.
Chapters
00:00 Introduction and Overview of Current Events
03:04 Political Climate and Market Reactions
09:45 Corporate Movements: AstraZeneca's Potential US Relocation
14:27 US Payrolls and Economic Indicators
22:24 Market Performance and Future Projections
32:22 Market Speculation and Acquisition Challenges
33:05 Marks & Spencer's Recovery Prospects
35:09 EasyJet and IHG Performance Analysis
36:52 WPP's Struggles in the Advertising Sector
38:06 Political Dynamics and Market Confidence
39:22 The Dollar's Weakness and Economic Implications
41:30 Euro and Cable Trends
44:52 Interest Rate Expectations and Central Bank Policies
47:32 Market Trends and Economic Indicators
50:50 Retail Sector Updates and Future Outlook
In this week’s Good Money Guide podcast, Michael Hewson and Pepperstone’s Michael Brown cover everything from geopolitics to stock specifics — including some of the most talked-about names in investors’ portfolios.
They dig into:
Nike’s unexpected 11% pre-market rally after better-than-feared results
Babcock’s 120% YTD surge and what rising defense budgets mean for margins
FedEx earnings and what they reveal about the global economy
The outlook for Sainsbury’s, Tesco, Currys, and Halfords in a still-resilient UK consumer sector
Why Constellation Brands (maker of Corona and Modelo) could be a key Trump-trade stock to watch
And broader themes like the weaker US dollar, falling bond yields, Fed politics, and the latest Shell–BP takeover rumours
In this podcast sponsored by Pepperstone, hosts Michael Hewson and Michael Brown discuss the current economic landscape, focusing on central bank policies, geopolitical tensions affecting oil prices, and the challenges facing the UK equity market. They analyze inflation trends, earnings reports from various companies, and the implications of consumer behavior shifts. The conversation highlights the interconnectedness of global events and their impact on financial markets, emphasizing the need for investors to stay informed and adaptable in a rapidly changing environment.
Chapters
00:00 Central Banks and Market Reactions
02:42 Geopolitical Tensions and Oil Prices
05:07 Scottish Widows and UK Equity Allocations
07:44 Boeing's Challenges and Market Implications
10:20 US Economic Indicators and Federal Reserve Outlook
12:58 Bank of England's Stance on Inflation
15:28 Monthly GDP Data and Its Relevance
18:26 Swiss National Bank and Rate Cuts
20:57 Boeing's Recent Issues and Investor Sentiment
30:19 Earnings Insights: A Mixed Bag
32:31 Market Dynamics and Consumer Behavior
34:36 Corporate Strategies: Listings and Market Presence
36:41 Economic Indicators: PMIs and GDP
39:13 Energy Policy and Its Implications
42:38 Future Earnings: Expectations and Concerns
48:37 Geopolitical Risks and Market Reactions
Sponsored by Pepperstone
Summary
In this podcast episode, Michael Hewson and Michael Brown discuss the current state of the stock market, focusing on the impact of geopolitical tensions, central bank meetings, and economic data from the UK. They delve into the complicated relationship between Elon Musk and Trump, the grim outlook for the UK economy, and the performance of the pound against the dollar. The conversation also covers labor market dynamics, Broadcom's strong performance, Apple's recent developer conference, and insights into the UK housing market and Tesco's performance. In this conversation, the hosts discuss the current state of the UK retail market, highlighting concerns about slowing consumer discretionary spending and the implications for upcoming retail sales data. They delve into the troubling trend of UK tech IPOs, particularly the recent acquisition of AlphaWave by Qualcomm at a significantly reduced valuation. The discussion shifts to the government's role in the decline of the London market, emphasizing the loss of market cap and the lack of new IPOs. The hosts also touch on the dynamics of the FTSE 100, noting its global nature and the implications for UK investors. Looking ahead, they consider upcoming economic indicators, including UK CPI and retail sales, and the Federal Reserve's cautious stance on interest rates amid changing economic conditions. Finally, they discuss earnings reports from companies like Ashtead Group and AO World, reflecting on consumer spending trends and market sentiment.
Chapters
00:00 Market Overview and Central Bank Watch
03:21 Elon Musk and Trump: A Complicated Relationship
08:13 UK Economic Data: A Grim Outlook
15:12 The Pound's Performance Against the Dollar
18:30 Labor Market Dynamics and Fed Policy
19:55 Broadcom's Strong Performance Amidst Market Challenges
21:23 Apple's Developer Conference: A Missed Opportunity
24:14 UK Housing Market Insights
26:36 Tesco's Performance and Consumer Behavior
30:15 UK Retail Sales and Consumer Sentiment
31:57 The Decline of UK Tech IPOs
34:46 Government's Role in Market Decline
36:48 The Impact of UK Market Dynamics
39:16 Upcoming Economic Indicators
45:54 Federal Reserve's Stance on Interest Rates
50:00 Earnings Reports and Consumer Spending Trends
Michael Hewson and Michael Brown (from our sponsor Pepperstone) discuss the latest developments in the financial markets, including the European Central Bank's recent rate cuts, ongoing trade tensions, and the implications for the UK economy. They analyse various earnings reports, the growth of the defence sector, challenges faced by retailers and airlines, and the need for innovation in the tech industry. The conversation also touches on IPO trends and the upcoming government spending review, highlighting the complexities of consumer behaviour and market dynamics.
Michael Hewson and Michael Brown from Pepperstone discuss the current state of the markets, focusing on trade tensions, tariff updates, and the impact of recent US court rulings. They analyse the Federal Reserve's position amidst economic indicators, the dynamics of the US labour market, and the implications of earnings reports from major companies like Nvidia. The conversation also covers the European Central Bank's monetary policy and the UK economic outlook, concluding with insights on sector performance and future expectations.
Chapters
00:00 Market Overview
02:29 Trade Tensions and Tariff Updates
05:18 Impact of US Court Rulings on Tariffs
08:10 Federal Reserve's Position and Economic Outlook
10:55 UK Economic Performance and Retail Insights
13:25 Nvidia's Earnings Report and Market Reactions
28:08 Market Reactions and Jobless Claims
30:25 US Labor Market Insights
34:09 Consumer Confidence vs. Economic Reality
35:57 Government Policies and Economic Impact
39:27 European Central Bank's Monetary Policy
44:45 UK Lending Data and Market Dynamics
47:28 Retail Sector Performance and Expectations
50:18 GameStop's Business Strategy and Market Position
53:48 Broadcom and AI Revenue Expectations
In this week's podcast, Michael Hewson and Michael Brown discuss the recent downgrade of the US credit rating by Moody's and its implications for the financial markets. They delve into the bond market dynamics, highlighting the fiscal concerns not only in the US but also in the UK and other developed markets. The conversation shifts to UK economic indicators, inflation trends, and the resilience of retail sales amidst a cost-of-living crisis. Corporate earnings from JD Sports and Target are analyzed, along with the cybersecurity threats faced by retailers like M&S. The podcast also covers Vodafone's financial struggles, BT Group's performance, EasyJet's recovery, and the upcoming earnings report from Nvidia, emphasizing the challenges and expectations surrounding these companies. Finally, they discuss Kingfisher's retail performance and market sentiment as they look ahead to future economic developments.
Chapters
00:00 Market Reactions to US Credit Downgrade
05:14 UK Economic Indicators and Inflation Trends
10:50 Corporate Earnings and Market Sentiment
16:10 Government Fiscal Policies and Economic Outlook
28:42 Cybersecurity Challenges for Retailers
33:12 Vodafone's Financial Struggles
39:07 EasyJet's Recovery and Future Prospects
46:57 Kingfisher's Performance and Market Expectations
