All Episodes
The Market Call — 154 episodes
Week Ending 24/04/26 - Will irrational exuberance collide with Middle East reality?
Week Ending 10/04/2026 - The world's "cardiac event" and its implications
Week Ending 20/3/2026 - It takes two to TACO
Week Ending 6/03/2026: "Epic Fury" vs "Global Economic Resilience"
Gold $5,000, Silver $100, Trump 2.0 & 6 Investment Themes for 2026
Week Ending 19/12/25 - Have central banks done enough to slay inflation and allow rates to fall in 2026?
Week Ending 12/12/2025 - Real Asset Hassett, a hawkish cut & mega-cap hostile M&A deals. It will be fine!
Week Ending 05/12/2025 - Watching the Bitcoin Barometer
Week Ending 21/11/2025 - Mansplaining the Budget & UK Housing
Week Ending 21/11/2025 - Markets are confused - Bitcoin is the canary in the coalmine
Week Ending 14/11/2025 - When does the UK get a government shutdown?
Week Ending 07/11/2025 - Fireworks postponed
Week Ending 31/10/2025 - The AI boom & why net zero must die!
Week Ending 24/10/25 - Gold, should we buy the dip?
Week Ending 17/10/25 - Gold, a dollar debasement trade or a bubble?
Week Ending 10/10/25 - Gold, Bubbles & Everlasting Peace
Week Ending 03/10/2025 - Boom, baby boom! Why AI can be world changing and a financial bubble.
Week Ending 12/09/2025 - Inflation pumped markets overcome political volaltility & fiscal precipices
Week Ending 29/08/2025 - Is Drax (ironically) the canary in the coal mine ?
Week Ending 22/08/2025 - Will Jay Powell stand and fight or roll over and cut?
Week Ending 15/08/2025 - Can Powell hold out on rates and Trump & Putin move the lines on the map of Europe?
Week Ending 08/08/2025 - Is the global reign of central banking over?
Week Ending 01/08/2025: Turnberry trade deals - and Powell stands firm
Week Ending 25/07/2025 - UK equities defy higher number of warnings and outlook for increased taxes
Week Ending 11/07/2025 - Trump raises the tariff temperature but risk assets continue to dance
Week Ending 04/07/2025 - A better week for Trump than Starmer & Reeves
Week Ending 27/06/2025 - Bitcoin's Magic Money Tree
Week Ending 20/06/25: More Middle East worries - but more UK green shoots
Week Ending 13/06/2025: The Attractiveness of Scarcity
Week Ending 06/06/2025 - Musk...the world's biggest Gold salesman
Week Ending 30/05/25 - Recovering equities and yippy bonds, can it last?
Week Ending 23/05/2025 - What losing control of the bond market looks like
Week Ending 16/05/2025 - Trade deals, Arabian junkets and the UK tops the G7 growth table
Week Ending 09/05/2025 - What doesn't kill you makes you stronger
Week Ending 02/05/2025 - UK plc: resilient and cheap...as global capital is reallocated
Week Ending 25/04/2025 - Signs of life... but be careful out there!
Week Ending 18/04/25 - The UK: past masters of volatility, but priced for failure...?
Week Ending 11/04/2025 - Bessent grabs the wheel
Week Ending 04/04/25: Clogging global trade - but unblocking the Great Rotation...?
Week Ending 28 March 2025 - Not balancing the books, and when do "trade wars" become "capital wars"?
The Market Call - Week Ending 21 March 2025 - Trade related uncertainty
Week Ending 14/03/25 - Has Trump shocked Europe into life?
Week Ending 7/03/25 - Germany’s ‘whatever it takes’ moment
Week Ending 28/02/25 - Finally...a "Brexit benefit" emerges from across the Atlantic
Week Ending 21/02/25 - Is Keir Starmer Europe's Trump Whisperer?
Week Ending 14/02/25 - Trump chaos, breakdown of the old world order, the gold price, China's recovering market & the prospects for improving outlook for the UK
Week Ending 07/02/25 - Trump plays games with tariffs....Reeves plays hide & seek with growth
Week Ending 31/01/2025 - DeepSeek rocks the AI boat, but maybe good for the rest of us...
Week Ending 24/01/2025 - Trump 2.0 less turbulent than the British weather (this week, at least)
Week Ending 17/01/2025 - With the US priced for perfection, is the UK priced for failure...?
Week Ending 10/01/2025 - We're already on the wrong end of "The Art of The Deal"
Week Ending 20/12/2024 - Is the Trump Trade over and will Xi attend Donald's party?
Week Ending 13/12/2024 - The world re-aligns & the FTSE 100 loses Ashtead but gains Games Workshop
Week ending 06/12/24 - Geopolitical disarray...and Trump hasn't even started yet
Week ending 29/11/2024 - Giving Thanks in Mar-a-Lago as Trump renegotiates the world
Week ending 22/11/2024 - All eyes on the Americas...
Week Ending 15/11/2024 - The one place where "higher for longer" is good news...
Week ending 08/11/24 - Tectonic shifts - both sides of the pond
Week ending 01/11/24 - A 'big' budget - interest rates and equities both rise...
Week ending 25/10/24 - Global bond market volatility
Week ending 18/10/24 - China risks deflation, the US risks reflation
Week ending 11/10/24 - The geese are hissing
Week ending 04/10/24 - The 'Beijing Bazooka' launches Chinese equities skywards
Week ending 27/09/24 - Housing market update & the building and construction sector outlook under Labour
Weekend ending 20/09/24 - Inflation tamed?
Weekend ending 13/09/24 - Buckle up for the soft, hard or crash landing.
Week ending 06/09/24 - Choppy start to September
Week ending 30/08/24 - Digesting news from Jackson Hole
Week Ending 23/08/2024 - The recent history of $ rate-cutting cycles is not a good one
Week ending 16/08/24 - UK sitting pretty…but risks are out there
Week ending 09/08/24 - What to do with a problem like Japan?
Week ending 02/08/24 - Market Rotation, Correction or Worse?
Week ending 26/07/24 - what is happening in Big Tech?
Week ending 19/07/24 - The Trump 2.0 Trade
Week ending 12/07/24 - The Equity Dispersal Trade
Week ending 05/07/24 - The UK market, like the England football team, can still win
Week ending 28/06/24 - Companies Expect H2 Consumer Recovery
Week ending 21/06/24 - When will the UK join the rate cutting party?
Week ending 14/06/24 - Is the UK set to report inflation below 2%?
Week ending 07/06/24 - The UK economy and markets carry on
Week Ending 31/05/2024 - The UK Stock Market Re-Discovers its Purpose
Week Ending 24/05/2024 - Barbarians in the Boardroom - UK PLCs under siege
Week Ending 17/05/2024 - The US inflation print, the market melt-up & the return of the UK IPO market
Week Ending 10/05/2024 - Less QT, Lower Rates, Break Dancing Pensioners, Alcohol & Axe Throwing and Argentina's 300% Inflation
Week ending 03/05/24 - Land buying activity indicates better housing market outlook with Alastair Stewart
Week Ending 25/04/24 - Don't like to say it, but we told you so!
Week ending 19/04/24 - Q1 Review with Scott Evans
Week ending 12/04/2024 - Sticky US inflation, The Prospect of No-Landing & UK Equities Just Carry On
Week ending 15/03/24 - Stubborn Inflation, Gold, Pawnbroking, Beeks & Next Week's Rate Decisions
Week ending 08/03/24 - The UK Budget non-event, waiting for rate cuts, gold new high & more UK bids
Week Ending 01/03/2024 - Wincanton bid highlights UK value and the problem with EVs
Week ending 23/02/24 - The Magnificent One
Week ending 16/02/24 - Recession is priced in
Week ending 09/02/24 - UK Housebuilding, House Prices & Housing Market Activity with Alastair Stewart
Week ending 02/02/24 February - Rate Reductions on Hold but Outlook for UK Small Caps Remains Positive
Week ending 26/01/24 - What the Hell's Happening in China?
Week ending 19/01/24 - The Deutsche Numis Indices, macro factors in markets, Concurrent Technologies & Gamma Communications
Week ending 12/01/24 - What spooked the Fed? Christmas updates, housebuilders, Marks Electrical, Sosander & Bitcoin ETFs
Bitcoin blah blah, Trustpilot flies & GlobalData reorganises
Greggs deliver, Sosander expands and Marks warns
Oil prices fall, Bitcoin ETFs expected & war gamers are having fun
Market’s New Year hangover cure is lower US inflation and more Chinese deflation
Markets in 2023 & Outlook for 2024
Powell’s promised punch bowl is good enough for now
Fed to pivot, Santa rally back on & Music Magpie is reinvented
UK GDP weaker, UK rates to fall & another UK small-cap bid
UK jobs market softens, another big UK bid premium & Sosander defies the odds
Central banks look to reassert control in a busy week for macro data
Yen rises, 10 yr Gilt yield below 4% & luxury spirits lower
Financial conditions ease, UK bids continue &; Energean enters Morrocco
PE strikes Ten Entertainment
Motion capture powers Oxford Metrics
Inflation train left the station
Metro Bank restructuring update
Kelso goes fishing
UK companies challenged but resilient
Concurrent upgrades
UK Consumer in better shape
If you see Nigel, don't tell him
22 November 2023 - UK market refinds its purpose
21 November 2023 - Telecom Plus dials back to pre-2014
20 November 2023 - Market Prognosticator - Poor governance costs Microsoft dearly
17 November 2023 - Market Prognosticator - Small-caps starting to outperform
16 November 2023 Market Prognosticator - Hotel Chocolat goes to Mars
15 November 2023 - Market Prognosticator - Behold the Christmas rally
14 November 2023 - Market Prognosticator - Cake Box celebrates success
13 November 2023 - Market Prognosticator - Deflationary recession or soft landing?
9 November 2023 - Market Prognosticator - All a bit deflationary
8 November 2023 - Market Prognosticator - Why are oil prices so weak?
7 November 2023 - Market Prognosticator - Cracking the US market isn't easy
6 November 2023 - Market Prognosticator - No real change
3 November 2023 - Market Prognosticator - Jobs, who needs them when the market is going up!
2 November 2023 Market Prognosticator - Risk On!
1 November 2023 - Market Prognosticator - How to do Fashion Retail
31 October 2023 - Market Prognosticator - Zegona SPACtastic!
30 October 2023 - Market Prognosticator - Ascential demonstrates hidden value in UK equities
27 October 2023 - Market Prognosticator - Soft landing?
26 October 2023 - Market Prognosticator - Pivot back to fossil fuels
25 October 2023 - Market Prognosticator - AI, friend or foe?
24 October 2023 - Market Prognosticator - Bitcoin rallies
23 October 2023 - Land invasion on hold
20 October 2023 - It’s the debt, stupid
17 October 2023 - Shoes at scale
16 October 2023 - Cerillion defies the telco gloom
13 October 2023 - Inflation porridge
12 October 2023 - Restaurant Group recommended offer
11 Oct 2023 - Telecom Plus displays staying power
10 Oct 2023 - YouGov, lost ground to make up
9 October 2023 - What does MBS do next?
6 Oct 2023 - 40 years of Wetherspoons
5 Oct 2023 - Why be a bank?
4 Oct 2023 - Spirent warns again
3 Oct 2023 - More tears at BooHoo
28 Sept 2023 - Investors grab a slice of Yellow Cake