On this week’s episode of the AJ Bell Money and Markets podcast Danni Hewson and Charlene Young take stock of which trade deals have been struck in the wake of Donald Trump’s tariff policies and assess how markets and some of those big US stocks like Nvidia have performed.[2:09]

A week after the Bank of England cut its base rates they consider where interest rates are likely to go next and whether the cut has been passed on in the form of mortgage and savings rates. [11:58]

Latest data shows the UK labour market is showing further signs of strain but the weather’s given consumer spending a boost with positive updates from Wickes, Marston’s, On the Beach and Next. [18:27]

Marks and Spencer has updated markets on the cyber-attack which is still preventing online deliveries from the high street stalwart but can it keep customers on side? [26:08]

Dan Coatsworth talks to Emily Barnard from Edinburgh Investment Trust about tariffs on the pharmaceutical sector and where AstraZeneca and GSK stand with weight-loss drugs [29:53]

And Tom Sieber from Shares Magazine has been talking to fund managers about the surprise retirement of investing legend Warren Buffett. [45:40]

Danni Hewson and Dan Coatsworth go deep into the world of tariffs on this week’s episode of the AJ Bell Money & Markets podcast. They’ll discuss the latest movements, the latest industries in the firing line, and what companies are now saying about the impact of tariffs on earnings and their outlook. [4:20]

While it might feel as if the business world is trying to catch its breath amid the tariff chaos, mergers and acquisitions are still being announced and Dan talks through some of the big ones that involve sliced bread, trainers and takeaways. [20:26]

Warren Buffett’s decision to step down as the boss of Berkshire Hathaway was headline news around the world and the team explain exactly why that’s a significant move. [29:40]

There’s some worrying news about many people not having enough money in retirement to enjoy even the most basic pleasures [34:49]. Danni also discusses why the bank of mum and dad are becoming even more important in the quest to get on the housing ladder. [39:50]

Finally, the podcast features an activist investor who has been involved in several campaigns involving the likes of logistics provider DX Group, polling specialist YouGov and luxury goods retailer Watches of Switzerland. Liad Meidar from Gatemore Capital puts forward his argument as to why activists aren’t the villain some members of the public make them to be. [44:40]

Get the latest on takeovers, wind-downs and manager changes in the world of investment trusts on this month’s special edition of the AJ Bell Money & Markets podcast. [1:25].

Dan Coatsworth chats about which trusts were in demand from AJ Bell customers during the past month’s mark turmoil. [9:15] Martin Gamble reveals which investment trusts were in and out of favour on a broader basis during this period. [13:09]

Dan talks to Ryan Lightfoot-Aminoff from Kepler Partners. about opportunities in Asia amid chatter that investors are looking for ways to dial down exposure to the US. [27:50]

Finally, Tom Sieber talks to Jim Strang from HgCapital Trust about the impact on tariffs on the tech companies and why Hg is focused on the more boring side of tech. [44:30]