In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I discuss this week’s early volatility in oil markets and the sudden shift towards a weaker US dollar, and a slide in yields which has seen US markets start to make new record highs, and whether that can continue.
We also quickly look at this week’s news around the NATO commitment to spend 5% of GDP on defence as well as revisiting the BP/Shell merger story.
As well as:
- Nike’s unexpected 11% pre-market rally after better-than-feared results
- Babcock’s 120% YTD surge and what rising defense budgets mean for margins
- FedEx earnings and what they reveal about the global economy
- The outlook for Sainsbury’s, Tesco, Currys, and Halfords in a still-resilient UK consumer sector
- Why Constellation Brands (maker of Corona and Modelo) could be a key Trump-trade stock to watch
- And broader themes like the weaker US dollar, falling bond yields, Fed politics, and the latest Shell–BP takeover rumours
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.
