
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