In this week’s program, Michael Brown (Senior Market Strategist from Pepperstone) and I look back at this week’s big swings in global bond and stock markets. Was Trump forced to blink or was he merely being pragmatic? Have we seen the lows and is now a good time to start buying stocks, or is caution the new watchword? We also talk about the outlook going forward, and whether inflation or deflation is the greater risk for central banks.
Also in this week’s podcast:
- Market Gyrations and Tariff Delays
- Bond Market Dynamics and Fiscal Responsibility
- Treasury Yields and Market Reactions
- Stock Market Recovery and Investment Strategies
- Apple (AAPL): China exposure, tariff concerns
- Nvidia (NVDA): Position among tech stocks
- Impact of Tariffs on Major Corporations
- Tesla (TSLA): Sharp fall, Musk distraction
- Political Uncertainty and Market Confidence
- UK Market Responses and Policy Implications
- Future Trade Deals and Economic Outlook
- Rolls-Royce (RR.L): Rebounds after tariff selloff
- Investing Strategies: Time in the Market vs. Timing the Market
- Market Analysis: Current Trends and Predictions
- Comparing Current Market Conditions to Past Crises
- Market Functionality: Volatility vs. Stability
- Currency Movements: The Dollar and Euro Dynamics
- Inflation and Economic Indicators: A Global Perspective
- Central Bank Policies: The Fed and Bank of England
- Data Quality Issues: The ONS and Economic Reporting
- Retail Sector Insights: Tesco and Market Reactions
- Tesco (TSCO.L): Profit up, shares down
- Sainsbury’s (SBRY.L): Anticipating results, shares weak
- Earnings Season: Expectations from Major Banks
- B&M Retail (BME.L): Expansion despite stock drop
- Deliveroo (ROO.L): Profit posted, eyes Q1
- JPMorgan (JPM): Dimon influence, bank earnings
- Goldman Sachs (GS): Wealth management under pressure
- Streaming Industry Insights: Netflix’s Performance
- Netflix (NFLX): Global growth, subscriber boost
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
