In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I look at more record highs for the FTSE100 as central bank rate easing bets increase, and UK data shows signs of a weak labour market. We also look at the recent chatter around the early departure of Christine Lagarde as ECB President […]
More record highs for the FTSE100, as central bank easing bets increase Read More »
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the stabilisation in gold and silver prices, AI corporate bond issuance, and the implications of Japan’s political landscape on market dynamics. We analyse the recent US jobs report, and its impact on the economic outlook, as well as the UK economy’s
Is AI diversification, helping to boost the FTSE100 and Nikkei 225 to new record highs? Read More »
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the sharp sell-off in both gold and silver and whether it signals an end to the recent bull run. We also look at this week’s BOE rate decision as well as the bumper numbers from Alphabet, its huge pledge on AI
Has the gold and silver bull market run out of steam? Read More »
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the record highs in gold and silver, as well as President Trump’s comments on the US dollar. We also look at this week’s numbers from Lloyds, Tesla and Microsoft and look ahead to next week’s BOE and ECB meetings, as well
Trump’s US dollar comments light a fire under gold and silver Read More »
Michael Brown (Senior Market Strategist from Pepperstone) and I discuss how markets have traded around this week’s Greenland uncertainty, which saw a sharp slide, followed by a sharp rebound, and what it means for sentiment going forward. We also look at this week’s numbers from Netflix, as well as looking ahead to next week’s Fed
A week of two halves after Trump announces a Greenland deal Read More »
Michael Brown (Senior Market Strategist from Pepperstone) and I discuss how markets have managed to shrug off multiple interventions from President Trump to continue to push on towards new record highs, even as the geopolitical noise around US foreign policy escalates. We also look at this week’s numbers from Whitbread, Persimmon and US banks and
More records for the FTSE 100, even as President Trump dials up geopolitical risk Read More »
As the momentum from 2025, carries over into 2026, Michael Brown (Senior Market Strategist from Pepperstone) and I discuss whether the FTSE100 and other markets can continue recent positive momentum at a time when geopolitical noise around US foreign policy dominates. We also look at this week’s numbers from Next, Tesco and Sainsbury and look
FTSE100 cracks 10k as 2026 picks up where 2025 left off Read More »
As we close out 2025, Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the latest Bank of England decision to cut rates, as well as looking back at the movers and shakers in 2025, and look ahead to what 2026 might bring, for stocks, bonds as well as currencies. Transcript Michael Hewson (00:00)Hello,
FTSE100 on course to post its best year since 2009 Read More »
In this penultimate podcast of 2025 Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the latest Fed decision to cut rates, as well as looking ahead to next week’s rate decisions from the Bank of England and Bank of Japan respectively, discussing the risks to global bond markets in 2026 of a more
In this week’s episode Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the current state of markets as they approach year end, ahead of an expected Fed rate cut next week. We talk about M&A with the potential acquisition of Warner Bros Discovery by Netflix, as well as next week’s IPO of the