
Trump’s US dollar comments light a fire under gold and silver
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

A week of two halves after Trump announces a Greenland deal
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

More records for the FTSE 100, even as President Trump dials up geopolitical risk
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

FTSE100 cracks 10k as 2026 picks up where 2025 left off
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 on course to post its best year since 2009
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,

As Bank of England gets set to deliver another rate cut, a more hawkish Bank of Japan could unsettle global bond markets
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