Good Money Guide Podcast

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss this week’s disappointing UK economic data, and what it means for another rate cut. They also look at this week’s numbers from Vodafone and Rolls-Royce as well as looking ahead to next week’s UK CPI numbers and earnings from Nvidia and Walmart.

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the latest Bank of England rate decision, as well as a host of retail earnings from Sainsbury, M&S and ABF, as well as recent ITV bid speculation. They also look ahead to next weeks UK Q3 GDP and Rolls-Royce earnings.

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss more record highs for US stocks and the FTSE100, as well as the latest Fed rate cut and the hawkish reaction to it. They also talk about the slide in Meta and Microsoft share price on concern over accelerated AI spend, as well as looking ahead to next week’s Bank of England rate decision, an...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson talk about how solid earnings, as well as the prospect of another U-turn on tariffs by President Trump is helping to underpin markets as well as push the FTSE 100 to another record high. They also look at this week’s numbers from Netflix and Tesla, and look ahead to next week’s big slate of numbers...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at how markets have reacted to President Trump’s unexpected decision to announce 100% additional tariffs on Chinese goods and whether this escalation in tensions could prompt a deeper sell-off. They also look at this week’s earnings numbers from JPMorgan, and other US banks, as well as looking...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at the reasons behind more record highs for the FTSE100, US markets, the German DAX as well as gold and silver. They also look at the drivers behind recent moves in Lloyds Banking Group and the HSBC share price, as well as looking ahead to the start of US earnings season with JPMorgan, Citigrou...

In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at more record highs for the FTSE100 and US markets, despite another US government shutdown, and why markets are ignoring the political noises, as well as looking back at this week’s numbers from Tesco and Greggs and what they tell us about the UK economy. Plus, why is AstraZeneca moving to Ne...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone and Michael Hewson look at the shifting expectations when it comes to further rate cuts from the Fed and BoE, as well as whether markets are in a bubble given this week’s news of Nvidia’s $100bn deal with OpenAI. They also look at this week’s numbers from Kingfisher and JD Sports, as well as looking ahead to US non-far...

In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson return to look at more record highs for US markets after this week’s central bank rate decisions from the Federal Reserve and Bank of England, as well as looking at the prospects for the UK economy after another set of poor government borrowing numbers. They also look at this week’s numbers from Ne...

After a brief podcast break Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson return to look at more record highs for US markets and the FTSE100 this week, as well as looking ahead to next week’s rate decisions from the Bank of England and Federal Reserve, as well as discussing the lack of innovation at this week’s Apple event. They also discuss the recent numbers from N...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the odds of a Fed rate cut next month after this week’s US CPI and PPI numbers. They also look at the health of the UK economy through the lens of Q2 GDP, and unemployment numbers before looking ahead to UK CPI, Retail sales as well as earnings from Walmart, Target and Hays.

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the latest decision by the Bank of England to cut rates by 25bps and what it tells us about the UK economy. They also look back at the latest earnings numbers from Amazon, Apple and Disney, as well as BP, Diageo and IHG and look ahead to next week’s UK Q2 GDP numbers and what they tell us ab...

As earnings seasons gets under way in earnest and the 1st August tariff deadline approaches Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the drivers of company outperformance which is driving the FTSE 100, and US markets to new record highs. We look back at earnings announcements from the likes of NatWest, Barclays, Rolls-Royce, as well as Microsoft and Meta...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss what’s driving the new record highs for the FTSE100, Nikkei 225 and US markets, as markets increasingly embrace the prospect of new trade deals, following on from the US/Japan and UK/India deals. This week has seen positive market reactions to the numbers from the likes of ITV, BT Group, Vod...

In this week’s episode of The Good Money Guide Podcast, Michael Hewson and Pepperstone’s Michael Brown break down what’s driving global stock markets to record highs, from copper tariffs and surging tech stocks like Nvidia, to central bank decisions and surprisingly resilient miners. We explore: - Why markets are ignoring Trump’s 50% copper tariff - Whether Nvidia’s $4 trillion valuation is sustai...

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the recent volatility in UK markets as a result of events in Westminster this week, as we come up to the one-year anniversary of the current government. We also look back at the good, bad and ugly of UK markets so far this year, and what H2 might have in store when it comes to stocks and cur...

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 results Babcock ’s 120% YTD surge and what rising defense budgets mean for margins FedEx earnings and wha...

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 th...

Sponsored by Pepperstone Summary In 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 dol...

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 t...

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 Eur...

In this week's podcast, Michael Hewson and Michael Brown discuss the recent downgrade of the US credit rating by Moody's and its implications for the financial markets. They delve into the bond market dynamics, highlighting the fiscal concerns not only in the US but also in the UK and other developed markets. The conversation shifts to UK economic indicators, inflation trends, and the resi...

In this episode, Michael Hewson and Michael Brown discuss the latest developments in the financial markets, focusing on US-China trade relations, central bank decisions, and the performance of various sectors including retail, airlines, and luxury brands. They analyze the implications of tariffs, corporate earnings reports, and the overall economic landscape, providing insights into the challenges...

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 a...

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'...