Good Money Guide Podcast - Investing, Trading & Currency Transfers

• Big Tech Booms, Big Oil Busts & The Return Of Rate Cuts?

  In another packed stock market podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson talk about the divergence between a bleak and uncertain economic outlook and some of the positive results we’ve seen this week from the likes of AstraZeneca, Barclays, Lloyds, Alphabet, Microsoft and Meta and whether we are being too negative on where things are economically. They also look ahead to next week’s Federal Reserve and Bank of England meetings and when to expect the next rate cut.00:00 - Market Overview and April Recap05:51 - Central Bank Policies and Economic Outlook08:45 - Alphabet (Google) - Strong earnings, ad revenue steady08:55 - AstraZeneca - Profits up, market unimpressed09:20 - HSBC - Mixed results, Asia concerns13:58 - Barclays - Strong profits, resilient business17:55 - Lloyds Banking Group - Decent results, share dip23:03 - HSBC (again) - UK profits weak, Asia key23:43 - BP - Big miss, weak leadership29:05 - Associated British Foods - Weak sugar unit, mixed retail32:58 - Rolls-Royce - Solid update, nuclear hopes34:43 - Alphabet (again) - Strong growth, Waymo losses37:43 - Microsoft - Cloud strength, optimistic outlook39:45 - Meta Platforms - Big earnings, high CapEx42:14 - Travis Perkins - Weak core, Toolstation strong45:39 - Deliveroo - DoorDash bid, undervalued UK48:24 - US GDP and Federal Reserve Outlook49:58 - Bank of England's Potential Rate Cuts50:57 - Next - Guidance watch, near record highs51:49 - International Airlines Group - US travel concerns linger53:01 - JD Wetherspoon - Strong trading, inflation headwinds54:26 - Uber - Works well in US54:48 - Disney - Weak stock, peak season test

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• Big Tech Earnings Preview Including NFLX, TSLA, MSFT, AMZN, META, BP, AZN, APPL, GOOG, TPK, BYD, SHELL & BA

  In this podcast episode, Michael Hewson and Michael Brown discuss the current state of the markets, focusing on risk appetite, earnings reports from major companies, and the implications of trade relations and tariffs. They analyze the performance of Netflix, Tesla, Boeing, Reckitt Benkiser, Unilever, and UK banks, while also delving into the tech sector's earnings and the pharmaceutical industry's challenges. The conversation wraps up with insights on currency movements and predictions for the market's future direction.Podcast sponsored by PepperstoneChapters00:00 Market Overview and Risk Appetite03:02 Earnings Season Insights09:01 Netflix's Performance and Market Position12:30 Tesla's Earnings and Market Reactions14:39 Boeing's Recovery and Future Outlook18:59 Consumer Goods Earnings: Unilever and Reckitt Benckiser22:49 Looking Ahead: Economic Indicators and Market Predictions28:59 BP's Strategic Shift and Challenges30:49 Banking Sector Resilience Amidst Volatility34:58 Pharmaceutical Industry Dynamics and Drug Pricing39:41 Retail Sector Insights: Primark and Associated British Foods42:41 Travis Perkins: Struggles and Future Outlook44:12 Big Tech Earnings: Cloud Growth and AI Investments52:46 Market Sentiment and Currency Dynamics

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• Retail Revival, Tech Turmoil, and Boeing’s Confidence Crisis

  In this week’s episode, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look back at this week’s rebound in European markets, as well as assessing the prospect of further central bank rate cuts after another 25bps cut from the ECB. They also look at Trump’s threats to Fed chair Jay Powell, as well as looking at this week’s UK economic data and whether the UK economy is as resilient as the current economic data suggests.

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• 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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• 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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