Trump's Tariff Turbulence: IS THIS IS A GREAT TIME TO BUY!!!
Michael Hewson and Michael Brown from our sponsor Pepperstone discuss the recent market gyrations following the announcement of a 90-day delay in tariff implementations by the US administration. They delve into the implications of bond market dynamics, the shifting status of US Treasuries, and the reactions of the stock market. The conversation also covers corporate earnings, political uncertainty, and the outlook for the UK economy, particularly in the retail sector. Additionally, they explore the banking sector's earnings expectations and the performance of the streaming industry, with a focus on Netflix.00:00 - Market Gyrations and Tariff Delays 02:42 - Bond Market Dynamics and Fiscal Responsibility 05:56 - Treasury Yields and Market Reactions 08:31 - Stock Market Recovery and Investment Strategies 09:32 - Apple (AAPL): China exposure, tariff concerns 09:32 - Nvidia (NVDA): Mentioned among tech stocks 11:30 - Impact of Tariffs on Major Corporations 12:35 - Tesla (TSLA): Sharp fall, Musk distraction 14:25 - Political Uncertainty and Market Confidence 17:26 - UK Market Responses and Policy Implications 20:24 - Future Trade Deals and Economic Outlook 24:16 - Rolls-Royce (RR.L): Rebounds after tariff selloff 28:04 - Investing Strategies: Time in the Market vs. Timing the Market 30:12 - Market Analysis: Current Trends and Predictions 32:03 - Comparing Current Market Conditions to Past Crises 33:10 - Market Functionality: Volatility vs. Stability 34:09 - Currency Movements: The Dollar and Euro Dynamics 37:05 - Inflation and Economic Indicators: A Global Perspective 40:42 - Central Bank Policies: The Fed and Bank of England 43:10 - Data Quality Issues: The ONS and Economic Reporting 46:18 - Retail Sector Insights: Tesco and Market Reactions 47:29 - Tesco (TSCO.L): Profit up, shares down 49:05 - Sainsbury’s (SBRY.L): Anticipating results, shares weak 49:18 - Earnings Season: Expectations from Major Banks 50:45 - B&M Retail (BME.L): Expansion despite stock drop 51:47 - Deliveroo (ROO.L): Profit posted, eyes Q1 52:36 - JPMorgan (JPM): Dimon influence, bank earnings 52:36 - Goldman Sachs (GS): Wealth management under pressure 53:15 - Streaming Industry Insights: Netflix's Performance 55:20 - Netflix (NFLX): Global growth, subscriber boost
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56:19
Liberation Day Tariff Economic Implications, USD, Gold & Volatility
Michael Hewson and Michael Brown from Pepperstone discuss the recent tariff announcements by the US administration and their implications on the markets. They analyze the market reactions, the calculations behind the tariffs, and the potential economic impacts. The conversation also touches on oil prices, the future of the US dollar, and the long-term strategies of the Trump administration amidst short-term market turbulence. They highlight the uncertainty in pricing and the need for companies to localize production in response to tariffs, while also considering the current market conditions and predictions for the future. In this conversation, Michael Hewson and Michael Brown discuss the current state of the labor market, economic indicators, inflation, and the Federal Reserve's outlook. They analyze the upcoming bank earnings amidst market volatility and delve into the UK economic landscape, consumer sentiment, and corporate earnings performance. The discussion highlights the uncertainty in economic data and its potential impact on market reactions and future projections.Chapters00:00 Introduction to Tariffs and Market Reactions02:58 Understanding the Tariff Calculations06:43 Economic Implications of Tariffs10:27 Impact on Oil Prices and Energy Policy14:18 The Future of the US Dollar17:43 Long-Term Economic Strategies vs. Short-Term Turbulence20:52 Market Uncertainty and Pricing Challenges24:02 Global Trade Dynamics and Localization26:54 Current Market Conditions and Predictions30:02 Labor Market Dynamics and Economic Indicators33:00 Inflation and Federal Reserve Outlook36:02 Bank Earnings and Market Volatility38:52 UK Economic Landscape and Consumer Sentiment43:00 Corporate Earnings and Sector Performance46:55 Market Reactions and Future Projections
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53:48
Spring Statement Special With Ex-Bank of England Policymaker Andrew Sentance CBE
In this podcast episode (sponsored by Pepperstone) Michael Hewson and Michael Brown discuss the current state of the markets in light of recent tariff announcements, the introduction of special guest Andrew Sentance, and insights from his experience on the Bank of England's Monetary Policy Committee. The conversation delves into the independence of the Office for Budget Responsibility (OBR), the impact of interest rates on the economy, and the importance of diverse perspectives in monetary policy. The episode concludes with a discussion on the need for improved communication from the Bank of England.In this conversation, Andrew Sentance discusses the historical context of interest rates, the perspectives of businesses on monetary policy, and the complexities of predicting inflation and unemployment in the UK economy. He emphasizes the importance of stability over low rates, the challenges in understanding equilibrium rates, and the dynamics of the labour market. Sentance also shares insights into the data analysis process within the Monetary Policy Committee (MPC) and highlights innovative communication strategies used during his tenure.Chapters00:00 Market Reactions to Tariffs02:45 Introduction of Special Guest Andrew Sentance03:10 Insights from the Bank of England's Monetary Policy Committee07:52 Evaluating the OBR's Independence12:24 Interest Rates and Economic Impact15:10 Dissenting Views in Monetary Policy19:03 The Importance of Local Knowledge in Economic Policy22:56 Independence of the Bank of England23:31 Improving Communication from the Bank of England29:36 Historical Context of Interest Rates32:18 Business Perspectives on Interest Rates33:45 Understanding Equilibrium Rates38:21 Inflation Predictions and Economic Factors41:41 Labour Market Dynamics and Unemployment44:38 Data Analysis in Monetary Policy51:09 Innovative Approaches in Monetary Policy Communication
In this podcast episode, Michael Hewson and Michael Brown from Pepperstone discuss the recent developments in financial markets, focusing on central bank decisions, inflation metrics, and the impact of tariffs on the economy. They address the challenges faced by the Bank of England and the Federal Reserve, the implications of reshoring manufacturing, and the upcoming UK Spring Statement. The conversation also touches on company performances, market sentiment, and the dynamics of meme stocks like GameStop.Chapters:00:00 – Introduction and Podcast Overview 03:09 – Central Banks and Recent Policy Decisions 04:04 – Bank of England's Rate Decisions and Economic Outlook 07:19 – Federal Reserve's Challenges and Economic Projections 10:41 – Impact of Tariffs on Inflation and Economic Growth 13:01 – Reshoring Manufacturing and Economic Implications 13:02 – Nvidia (NVDA) 16:02 – Market Reactions and Financial Stability 18:50 – Labor Market Insights and Economic Predictions 20:09 – Dollar Movements and Currency Trends 20:10 – JP Morgan (JPM) & Goldman Sachs (GS) 22:04 – Defense Sector Dynamics and Market Volatility 22:05 – Babcock International (BAB.L) 22:49 – QinetiQ (QQ.L) 25:04 – Long-term Investment Strategies and Market Trends 25:41 – Chemring (CHG.L) 26:38 – Travis Perkins (TPK.L) 26:54 – The Impact of Delayed Results on Market Sentiment 28:06 – Wickes (WIX.L) 28:34 – Analyzing Company Performance: Wix and Market Trends 29:04 – Nike (NKE) & FedEx (FDX) 29:04 – JD Wetherspoon (JDW.L) 29:59 – Upcoming Economic Events and Their Implications 31:04 – UK Inflation: Current Trends and Future Projections 34:31 – Central Banking Insights: A Conversation with Andrew Sentence 35:29 – The Spring Statement: Challenges and Expectations 39:07 – Public Sector Spending: Cuts and Consequences 41:35 – Retail Sales and Economic Indicators 42:09 – Kingfisher (KGF.L) 44:08 – Fevertree (FEVR.L) 46:07 – GameStop: The Meme Stock Phenomenon and Its Future
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51:20
Can The Markets Fall Further? + Fed & BoE Rates, Nike, FedEx, JD Wetherspoons & Travis Perkins Results Previews
Michael Hewson and Michael Brown from Pepperstone discuss the current state of financial markets, focusing on the challenges faced by US markets, the impact of trade policies, and the role of central banks. They analyze currency movements, corporate earnings, and consumer spending trends, while also looking ahead to upcoming economic data and its implications for the market. The conversation highlights the uncertainty in the economic outlook and the need for confidence in market predictions.Chapters00:00 Introduction and Market Overview02:17 US Market Trends and Trade Policy05:10 Impact of Political Climate on Stock Markets08:00 Economic Forecasts and Market Confidence10:05 Dollar Performance and Global Currency Trends11:45 European Market Dynamics and Fiscal Policies17:30 US Economic Data and Federal Reserve Outlook20:45 Company Earnings and Market Reactions28:08 Navigating Economic Uncertainty30:02 The Bank of England's Challenges32:40 Trade Data and Economic Indicators34:02 China's Economic Slowdown35:49 Bank of Japan's Rate Decisions38:14 US Retail Sales and Economic Sentiment40:40 Bellwether Stocks and Consumer Spending42:53 The State of the UK Hospitality Sector
About Good Money Guide Podcast - Investing, Trading & Currency Transfers
Join Michael Hewson from Good Money Guide and Michael Brown from Pepperstone as they discuss how recent economic events affect the financial markets. This podcast covers investing, trading and currency transfers, individual stocks, indices, bonds, commodities, currencies and fixed income markets.
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