Half Year Review: The Good, Bad & Ugly of UK Markets

Half Year Review: The Good, Bad & Ugly of UK Markets

Update: 2025-07-04
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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 currency markets.


Chapters


00:00 Introduction and Overview of Current Events

03:04 Political Climate and Market Reactions

09:45 Corporate Movements: AstraZeneca's Potential US Relocation

14:27 US Payrolls and Economic Indicators

22:24 Market Performance and Future Projections

32:22 Market Speculation and Acquisition Challenges

33:05 Marks & Spencer's Recovery Prospects

35:09 EasyJet and IHG Performance Analysis

36:52 WPP's Struggles in the Advertising Sector

38:06 Political Dynamics and Market Confidence

39:22 The Dollar's Weakness and Economic Implications

41:30 Euro and Cable Trends

44:52 Interest Rate Expectations and Central Bank Policies

47:32 Market Trends and Economic Indicators

50:50 Retail Sector Updates and Future Outlook


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Half Year Review: The Good, Bad & Ugly of UK Markets

Half Year Review: The Good, Bad & Ugly of UK Markets

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