In another packed episode Michael Brown (Senior Market Strategist from Pepperstone) and I look at the reasons behind this week’s pullback in the FTSE100, as well as looking at the defence sector in light of recent comments from US President Trump that Europe needs to spend more on its defence. We also look at Lloyds Bank’s results, as well as the prospects for further gains, as well as looking ahead to the German election, and results for Rolls-Royce, Nvidia and Berkshire Hathaway.
Talking points:
- Record highs in US markets contrast with European softness.
- ECB signals an end to rate cuts amid inflation concerns.
- Bank of England faces pressure to cut rates despite rising inflation.
- Defence sector sees growth due to geopolitical tensions.
- UK investment climate is deteriorating with firms considering relocation.
- German elections may lead to a fragmented government.
- Lloyds Bank shows strong performance with increased dividends.
- Rolls Royce demonstrates a remarkable turnaround in its business.
- Nvidia’s growth hinges on maintaining high margins and addressing market concerns.
- Buffett’s strategy involves repositioning capital rather than retreating from the market.
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
