In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I discuss this week’s buy now, pay later Klarna budget statement, and whether it makes a December rate cut more or less likely. We also look at the latest results from easyJet and Kingfisher and look ahead to numbers from Balfour Beatty and […]
Has this week’s UK budget merely deferred the difficult decisions? Read More »
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I discuss this week’s UK CPI data and whether it makes a December rate cut more or less likely. We also look at the latest Q3 numbers from Nvidia as well as looking ahead to next week’s budget.https://youtu.be/hqFlQvPuXG8 Michael HewsonMichael Hewson has over
As UK budget looms, is the gloom overstated? Read More »
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I discuss this week’s disappointing UK economic data, and what it means for another rate cut. We also look at this week’s numbers from Vodafone and Rolls-Royce as well as looking ahead to next week’s UK CPI numbers and earnings from Nvidia and
As UK economy slows further will next week’s October CPI signal a December rate cut? Read More »
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I discuss the latest Bank of England rate decision, as well as a host of retail earnings from Sainsbury, M&S and ABF, as well as recent ITV bid speculation. We also look ahead to next week’s UK Q3 GDP and Rolls-Royce earnings.https://youtu.be/FmxaEjHYPBQ Michael
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I discuss more record highs for US stocks and the FTSE100, as well as the latest Fed rate cut and the hawkish reaction to it. We talk about the slide in Meta and Microsoft share price on concern over accelerated AI spend, as
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I talk about how solid earnings, as well as the prospect of another U-turn on tariffs by President Trump is helping to underpin markets as well as push the FTSE 100 to another record high. We look at this week’s numbers from Netflix
Mag 7 earnings and Fed rate decision key risks in a big week for markets. Read More »
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I look at how markets have reacted to President Trump’s unexpected decision to announce 100% additional tariffs on Chinese goods and whether this escalation in tensions could prompt a deeper sell-off. We also look at this week’s earnings numbers from JPMorgan, and other
As China US trade tensions re-emerge will the TACO trade re-establish itself? Read More »
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I look at the reasons behind more record highs for the FTSE100, US markets, the German DAX as well as gold and silver. We also look at the drivers behind recent moves in Lloyds Banking Group and the HSBC share price, as well
As markets make new record highs, are gold and silver sounding a warning? Read More »
In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I look at more record highs for the FTSE100 and US markets, despite another US government shutdown, and why markets are ignoring the political noises, as well as looking back at this week’s numbers from Tesco and Greggs and what they tell us
Why is AstraZeneca Listing in New York? Read More »
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I 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. We also look at this week’s
Does Nvidia’s $100bn OpenAI Deal Signal a Market Bubble? Read More »