US CPI data was out a little earlier this afternoon, and to be honest, it surprised most people in the market, coming in below expectations. True, inflation in the US is still rising, but it’s doing so at a slower pace .
Eben Core Inflation, the measure that I tend to watch, slowed to just 3.0% from prior prints at 3.10% see the chart below.
In this week’s global macro podcast, Michael Brown of Pepperstone and Michael Hewson dig into how a possible White House rethink on tariff, alongside broadly solid earnings, is helping sentiment stabilise and lifting the FTSE 100 to another record. They dissect the latest from Netflix and Tesla, then turn to the main event: next week’s ear…[Read more]
For any retail investors in my network, I will be hosting an in-person panel on options trading in partnership with ICE (the Intercontinental Exchange) & Interactive Brokers on the 18th November: https://www.ice.com/events/ice-interactive-good-money-guide-event
Information below:
Join us for an insightful evening dedicated to exploring the…[Read more]
I have been watching Sweden’s Svenska Handelsbanken AB for several weeks now as the stock gently moved higher, testing back to horizontal resistance <earnings today haven't provided a catalyst for a move higher, unfortunately, with Bloomberg reporting that
"Svenska Handelsbanken AB reported third-quarter profit from lending that was broadly…[Read more]
📊 Global Macro Snapshot: Tech still rules!
Apple’s sprint toward $4T and Alphabet’s breakout are fuelling another bullish surge in equities — while small caps and crypto stocks hint at rising speculation.
Jackson Wong asks: Is this still healthy momentum, or late-cycle euphoria?
Dive into this week’s Global Macro Analysis: https:/…[Read more]
HMRC Is Coming For Your Crypto Profits: From 1 January 2026, cryptocurrency platforms in the UK will be legally required to collect and verify user data, including full name, date of birth, country of residence, and tax identification number.
The Shiller CAPE ratio near dot-com highs. Margin debt at record levels. Unprofitable AI companies worth half a trillion dollars. Sound familiar? In this new Good Money Guide article, we explain how to spot when the market is running out of steam, the red flags to watch for, and how to protect (or even profit from) your portfolio during a…[Read more]
In terms of movers today in the UK and Europe, British Land Rallies on a strong trading update, boosted by the return to the office – BLND LN has risen by +5.30% to trade at 382.4p. The real Estate sector in the UK has been in focus this week, with bid speculation around Big Yellow Group BYG LN and a sympathetic move higher in Safestore SAFE LN.…[Read more]
Morgan Stanley writes on European Airlines today, under the title “Short Haul Pain, Long Haul Gain” IAG is their top pick; the British Airways and Iberia owner is listed in both London and Madrid. MS points to transatlantic strength and higher levels of profitability and cash flow at IAG. RYA Ryan Air is also rated as overweight. Despite…[Read more]
In fact, UNA NA, that’s the Dutch listed line in Unilever, catches my eye; they recently gapped higher and have their Q3 trading update on October 23rd. I also note the positive divergence between Unilever and Procter and Gamble PG in the US, see chart two.
It’s very interesting to note that in Europe, the 5-day gainers (that’s stocks with 5 days of consecutive price gains), which have decent volume, are almost entirely comprised of Energy names and Utilities and Unilever.
Warren Buffett’s Berkshire Hathaway is sitting on $340B in cash and short-term Treasuries, more than its equity investments, a rare signal from the Oracle of Omaha.
Our latest post explores what this cautious stance could…[Read more]
As markets make new record highs, are gold and silver sounding a warning? 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 L…[Read more]
In this week’s global macro analysis: Gold crosses $4,000 an ounce. As 2025’s final quarter unfolds, markets are witnessing a historic rally in precious metals. Driven by fear, fiscal uncertainty, and speculative momentum, gold has shattered record after record, defying traditional correlations with stocks and risk assets. But can this par…[Read more]
In this week’s Global Macro analysis, we look at the surge of new meme-coin ETFs, unpack why DOGE and XRP funds slumped straight after launch, and ask if these products signal a late-cycle warning. https://goodmoneyguide.com/analysis/here-come-the-meme-coin-etfs/
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 num…[Read more]
