In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and I look back at this week’s weakness in equity markets as well as what’s driving it, and whether we might see further falls. We also look ahead to next week’s rate decisions from the Bank of England and Federal Reserve, previewing the latest results from JD Wetherspoon, Travis Perkins, Nike and FedEx.
Takeaways
- US markets are facing significant challenges with ongoing trade policy uncertainty.
- The Fed is unlikely to make any immediate changes to interest rates.
- The political climate impacts market confidence and investment strategies.
- Corporate earnings reports are mixed, reflecting broader economic conditions.
- Consumer spending is expected to decline as economic pressures mount.
- Central banks are in a difficult position with conflicting economic signals.
- Currency movements are influenced by trade policies and economic outlooks.
- Sector-specific insights reveal varying performances among companies.
- Upcoming economic data will be crucial for market direction.
- Investors are advised to remain cautious amid 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
