In this week’s episode, Michael Brown (Senior Market Strategist from Pepperstone) and I look back at this week’s modest recovery in the bond markets which has helped to buoy equity markets, and whether it can be sustained.
Other topics include a look ahead to next week’s Trump inauguration, and what it might mean for further rate cuts from the Federal Reserve and the Bank of England, as well as analysing the start of US earnings season and the bumper results for US banks, as well as running the rule over this week’s numbers from Ocado and Whitbread, and look ahead to easyJet and Netflix.
Watch on Youtube
Listen on Spotify
Takeaways:
- The DAX and FTSE 100 are reaching new highs.
- UK GDP growth is minimal and concerning.
- Inflation remains a significant issue for the UK economy.
- US bank earnings have exceeded expectations, indicating strong performance.
- Trump’s inauguration raises concerns about potential tariffs.
- The Bank of England is expected to cut rates soon.
- Public sector borrowing remains a critical issue for fiscal policy.
- Davos discussions often lead to little actionable change.
- Netflix’s subscriber growth is stalling despite a strong market position.
- The streaming market is becoming increasingly competitive.
Michael Hewson has over 30 years of experience in the financial markets and brings a wealth of expertise and a passion for stock market analysis to the Good Money Guide podcast. As the former Chief Market Analyst at CMC Markets, Michael led a talented team of in-house analysts, providing daily insights, research, and market commentary to both retail and institutional investors and traders, as well as being regulatory featured on the mainstream financial media worldwide like the BBC and Bloomberg.
Michael is renowned for delivering award-winning forecasts and timely, accurate analysis and was nominated twice in the City AM Award category of “Analyst of the Year” in 2019, and 2021, receiving a high commendation in 2019 for the coverage of Uber and Lyft IPOs and predicting that the Fed would cut rates that year.
Michael is committed to empowering traders and investors. With prestigious MSTA and CFTe credentials, he has been honored by CityAM, the Professional Trader Awards, and FXWeek for his contributions to the industry. His extensive media experience, spanning TV, radio, online, and live events, has made him a respected educator, dedicated to helping audiences make confident, informed decisions.
You can contact Michael on michael@goodmoneyguide.com
