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.