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In this week’s podcast, Michael Brown (Senior Market Strategist from ⁠Pepperstone⁠) and Michael Hewson look back at the recent rate cuts from the ECB and Bank of England, and assess the recent fall in yields, new record highs for the DAX and FTSE100 and whether we can see further gains. We also look at this week’s numbers from BP, Barclays and Unilever, as well as looking ahead to next week’s UK CPI and wages numbers as well as looking ahead to the latest full year results from HSBC and Lloyds Banking Group.

Chapters

00:00 Market Overview and Economic Outlook
03:01 Contrasting Economic Narratives: US vs UK
05:59 Bank of England and ECB Rate Decisions
09:08 FTSE 100 Performance and Company Earnings
12:06 BP's Struggles and Activist Investor Influence
15:02 UK Labor Market Dynamics and Consumer Confidence
17:50 Retail Sales and GDP Discrepancies
25:32 Economic Growth Analysis
28:32 Government Spending and Economic Sustainability
29:32 US Dollar and Federal Reserve Insights
32:20 Market Reactions to Tariffs and Trade
34:26 AI Investment and Market Implications
36:22 Banking Sector Dynamics
40:09 Lloyd's Bank Valuation and Market Sentiment
44:14 Retail Sector Outlook and Consumer Behavior