Michael Hewson and Michael Brown from our sponsor Pepperstone discuss the recent market gyrations following the announcement of a 90-day delay in tariff implementations by the US administration. They delve into the implications of bond market dynamics, the shifting status of US Treasuries, and the reactions of the stock market. The conversation also covers corporate earnings, political uncertainty, and the outlook for the UK economy, particularly in the retail sector. Additionally, they explore the banking sector's earnings expectations and the performance of the streaming industry, with a focus on Netflix.

00:00 - Market Gyrations and Tariff Delays

02:42 - Bond Market Dynamics and Fiscal Responsibility

05:56 - Treasury Yields and Market Reactions

08:31 - Stock Market Recovery and Investment Strategies

09:32 - Apple (AAPL): China exposure, tariff concerns

09:32 - Nvidia (NVDA): Mentioned among tech stocks

11:30 - Impact of Tariffs on Major Corporations

12:35 - Tesla (TSLA): Sharp fall, Musk distraction

14:25 - Political Uncertainty and Market Confidence

17:26 - UK Market Responses and Policy Implications

20:24 - Future Trade Deals and Economic Outlook

24:16 - Rolls-Royce (RR.L): Rebounds after tariff selloff

28:04 - Investing Strategies: Time in the Market vs. Timing the Market

30:12 - Market Analysis: Current Trends and Predictions

32:03 - Comparing Current Market Conditions to Past Crises

33:10 - Market Functionality: Volatility vs. Stability

34:09 - Currency Movements: The Dollar and Euro Dynamics

37:05 - Inflation and Economic Indicators: A Global Perspective

40:42 - Central Bank Policies: The Fed and Bank of England

43:10 - Data Quality Issues: The ONS and Economic Reporting

46:18 - Retail Sector Insights: Tesco and Market Reactions

47:29 - Tesco (TSCO.L): Profit up, shares down

49:05 - Sainsbury’s (SBRY.L): Anticipating results, shares weak

49:18 - Earnings Season: Expectations from Major Banks

50:45 - B&M Retail (BME.L): Expansion despite stock drop

51:47 - Deliveroo (ROO.L): Profit posted, eyes Q1

52:36 - JPMorgan (JPM): Dimon influence, bank earnings

52:36 - Goldman Sachs (GS): Wealth management under pressure

53:15 - Streaming Industry Insights: Netflix's Performance

55:20 - Netflix (NFLX): Global growth, subscriber boost