In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I look back at this week’s turmoil in the bond markets, and the weakness in the pound and discuss what it means for the economy heading into 2025. We also look at this week’s positive trading updates from Next, Tesco and Marks & Spencer which have been broadly positive and look ahead to next week’s UK CPI, GDP and retail sales numbers and what they might tell us about the UK economy.
In Summary
- The start of 2025 has been choppy for markets.
- Global bond yields are rising sharply, impacting investor sentiment.
- The UK bond market is underperforming compared to global trends.
- Stagflation is a significant concern for the UK economy.
- Retail sector performance is mixed, with strong Christmas sales but cautious outlooks.
- Upcoming GDP data will be crucial for assessing economic health.
- US economic data will influence global market reactions.
- Banking sector regulations may change under the new administration.
- Earnings season will provide insights into corporate health and market sentiment.
- Having a clear trading plan is essential for navigating market volatility.
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
