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
