Defence Stocks Soar, Dollar Slips & Is Monetary Policy Still Independent?
In this week’s Good Money Guide podcast, Michael Hewson and Pepperstone’s Michael Brown cover everything from geopolitics to stock specifics — including some of the most talked-about names in investors’ portfolios.They dig into:Nike’s unexpected 11% pre-market rally after better-than-feared resultsBabcock’s 120% YTD surge and what rising defense budgets mean for marginsFedEx earnings and what they reveal about the global economyThe outlook for Sainsbury’s, Tesco, Currys, and Halfords in a still-resilient UK consumer sectorWhy Constellation Brands (maker of Corona and Modelo) could be a key Trump-trade stock to watchAnd broader themes like the weaker US dollar, falling bond yields, Fed politics, and the latest Shell–BP takeover rumours
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46:44
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Scottish Widows, Babcock, Whitbread, Oil Stocks, Rate Cuts & Boeing
In this podcast sponsored by Pepperstone, hosts Michael Hewson and Michael Brown discuss the current economic landscape, focusing on central bank policies, geopolitical tensions affecting oil prices, and the challenges facing the UK equity market. They analyze inflation trends, earnings reports from various companies, and the implications of consumer behavior shifts. The conversation highlights the interconnectedness of global events and their impact on financial markets, emphasizing the need for investors to stay informed and adaptable in a rapidly changing environment.Chapters00:00 Central Banks and Market Reactions02:42 Geopolitical Tensions and Oil Prices05:07 Scottish Widows and UK Equity Allocations07:44 Boeing's Challenges and Market Implications10:20 US Economic Indicators and Federal Reserve Outlook12:58 Bank of England's Stance on Inflation15:28 Monthly GDP Data and Its Relevance18:26 Swiss National Bank and Rate Cuts20:57 Boeing's Recent Issues and Investor Sentiment30:19 Earnings Insights: A Mixed Bag32:31 Market Dynamics and Consumer Behavior34:36 Corporate Strategies: Listings and Market Presence36:41 Economic Indicators: PMIs and GDP39:13 Energy Policy and Its Implications42:38 Future Earnings: Expectations and Concerns48:37 Geopolitical Risks and Market Reactions
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Trump vs Musk: Will Tesla Investors Pay the Price?
Sponsored by PepperstoneSummaryIn this podcast episode, Michael Hewson and Michael Brown discuss the current state of the stock market, focusing on the impact of geopolitical tensions, central bank meetings, and economic data from the UK. They delve into the complicated relationship between Elon Musk and Trump, the grim outlook for the UK economy, and the performance of the pound against the dollar. The conversation also covers labor market dynamics, Broadcom's strong performance, Apple's recent developer conference, and insights into the UK housing market and Tesco's performance. In this conversation, the hosts discuss the current state of the UK retail market, highlighting concerns about slowing consumer discretionary spending and the implications for upcoming retail sales data. They delve into the troubling trend of UK tech IPOs, particularly the recent acquisition of AlphaWave by Qualcomm at a significantly reduced valuation. The discussion shifts to the government's role in the decline of the London market, emphasizing the loss of market cap and the lack of new IPOs. The hosts also touch on the dynamics of the FTSE 100, noting its global nature and the implications for UK investors. Looking ahead, they consider upcoming economic indicators, including UK CPI and retail sales, and the Federal Reserve's cautious stance on interest rates amid changing economic conditions. Finally, they discuss earnings reports from companies like Ashtead Group and AO World, reflecting on consumer spending trends and market sentiment.Chapters00:00 Market Overview and Central Bank Watch03:21 Elon Musk and Trump: A Complicated Relationship08:13 UK Economic Data: A Grim Outlook15:12 The Pound's Performance Against the Dollar18:30 Labor Market Dynamics and Fed Policy19:55 Broadcom's Strong Performance Amidst Market Challenges21:23 Apple's Developer Conference: A Missed Opportunity24:14 UK Housing Market Insights26:36 Tesco's Performance and Consumer Behavior30:15 UK Retail Sales and Consumer Sentiment31:57 The Decline of UK Tech IPOs34:46 Government's Role in Market Decline36:48 The Impact of UK Market Dynamics39:16 Upcoming Economic Indicators45:54 Federal Reserve's Stance on Interest Rates50:00 Earnings Reports and Consumer Spending Trends
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Why Central Banks Are Cutting Rates While Inflation Is Falling
Michael Hewson and Michael Brown (from our sponsor Pepperstone) discuss the latest developments in the financial markets, including the European Central Bank's recent rate cuts, ongoing trade tensions, and the implications for the UK economy. They analyse various earnings reports, the growth of the defence sector, challenges faced by retailers and airlines, and the need for innovation in the tech industry. The conversation also touches on IPO trends and the upcoming government spending review, highlighting the complexities of consumer behaviour and market dynamics.
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Nvidia Wins, Trump Changes His Mind (Again), and the Market Doesn’t Care
Michael Hewson and Michael Brown from Pepperstone discuss the current state of the markets, focusing on trade tensions, tariff updates, and the impact of recent US court rulings. They analyse the Federal Reserve's position amidst economic indicators, the dynamics of the US labour market, and the implications of earnings reports from major companies like Nvidia. The conversation also covers the European Central Bank's monetary policy and the UK economic outlook, concluding with insights on sector performance and future expectations.Chapters00:00 Market Overview02:29 Trade Tensions and Tariff Updates05:18 Impact of US Court Rulings on Tariffs08:10 Federal Reserve's Position and Economic Outlook10:55 UK Economic Performance and Retail Insights13:25 Nvidia's Earnings Report and Market Reactions28:08 Market Reactions and Jobless Claims30:25 US Labor Market Insights34:09 Consumer Confidence vs. Economic Reality35:57 Government Policies and Economic Impact39:27 European Central Bank's Monetary Policy44:45 UK Lending Data and Market Dynamics47:28 Retail Sector Performance and Expectations50:18 GameStop's Business Strategy and Market Position53:48 Broadcom and AI Revenue Expectations
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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