
M&A takes centre stage with Netflix bid for Warner Bros ahead of next week’s Fed decision
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

Has this week’s UK budget merely deferred the difficult decisions?
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

As UK budget looms, is the gloom overstated?
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 You may also be interested

As UK economy slows further will next week’s October CPI signal a December rate cut?
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

S&P Dow Jones Indices: Explore the Active vs. Passive Landscape with SPIVA
Holly Mead joins Tim Edwards and Sid Sasankan of S&P Dow Jones Indices as they delve into the latest SPIVA (S&P Index vs. Active) research, which evaluates the performance of actively managed funds against their index benchmarks. For over 20 years, SPIVA has revealed that few funds consistently outperform their benchmarks over the long term.

Bank of England leaves rates steady citing budget uncertainty, ITV bid talk and retail earnings.
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 You