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]
In this week’s Global Macro analysis, we look ahead to a pivotal Fed meeting, explore surging tech stocks, what’s happening with silver prices, and warn of a looming coffee price shock.
After a brief podcast break Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hews return to look at more record highs for US markets and the FTSE100 this week, as well as looking ahead to…[Read more]
Every now and then, investors need to step back and assess the ‘big picture’. That is, to think about what message is the market emitting. This means taking stock of prices across assets and sectors, and analyse their long-term trends. This exercise also helps to keep our feet ‘on the ground’ so to speak.
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at another record high for the FTSE100 this week and discuss why US markets appear to be diverging. They also look at this week’s mixed UK economic numbers through the prism of the data problems at the ONS. Plus, discuss this week’s numbe…[Read more]
In this week’s Global Macro update, we highlight a surprising shift in Europe: Italy’s government bonds and stock market are now outperforming France’s. Political instability in Paris has pushed French bond yields higher, narrowing the gap with Italy, long considered the weaker credit. As a result, Italian and Spanish equities are powering ahead…[Read more]
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 ear…[Read more]
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 n…[Read more]
Is now the time to scoop up cheap mining stocks, or steer clear?
Copper has crashed, miners are under pressure, and Trump’s new tariffs are fuelling uncertainty in global trade. Major players like Rio Tinto, Glencore and Antofagasta are down, some near 5-year lows, with profits falling and debt piling up.
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,…[Read more]
Flagstone, the UK’s largest savings platform, has launched a new feature designed to ensure savers never miss a day’s interest. The new tool, called “maturity rollover,” automatically moves funds and accrued interest into a pre-selected savings account the moment a fixed term product matures…[Read more]
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 rea…[Read more]
UK investment app Lightyear has reached a major milestone, announcing it now manages over $1 billion in customer assets, just three years after launching. The announcement comes alongside the company’s $23 million Series B funding round, led by NordicNinja and supported by Lightspeed, Metaplanet, and notable tech angels including Markus Villig (…[Read more]
