In this episode of Finance and Money Matters, the focus is on market observations and investment processes amidst a relatively quiet news week. Key points include recent results from Caterpillar, Diageo, Apple, and Eli Lilly, with a particular emphasis on the impact of tariffs and interest rate changes. The Bank of England recently cut interest rates by 25 basis points, possibly facing another cut in the near future, although the UK's fiscal situation complicates matters. Major takeaways include the varying impacts of tariffs on capital-intensive versus asset-light businesses, the negative effects on Eli Lilly's stock due to their obesity treatment issues, and the potential resurgence of the US middle class driven by recent economic policies. Looking ahead, upcoming CPI numbers from the US may influence future interest rate decisions by the Federal Reserve.

Always do your own research or seek the advice of your professional financial advisor.

You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.

In episode seven of 'Money Matters' on August 5th, the host discusses the current state of market valuations, macroeconomic events, and impacts on portfolio positioning. Key points include the disappointing Amazon earnings, slow employment growth, and the implications of changes within the Federal Reserve. The discussion also covers the performance and valuation of the S&P 500, particularly focusing on the 'Magnificent Seven' stocks. The comparison between US and European markets is highlighted, with the US market seen as more attractive despite higher valuations. Potential risks like tariffs and inflation are also explored. The host concludes with a recommendation for an equity-heavy portfolio, emphasizing the strength of US technology stocks while cautioning against potential stagflation risks.

Always do your own research or seek the advice of your professional financial advisor.

You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.

In today's episode we discuss the impact of the Fed's decision this week and the implication for further rate cuts this week.

What's happened to the copper market?

What could be some of the side-effects of US tariffs on other regions and the inadvertent impact on the USD.

In corporate news, we look at the key results announcements of the week including Microsoft, Meta, Apple and Amazon.

In THOUGHT FOR THE DAY we discuss the dynamics and capex spend in the global cloud storage market and the AI effect.

Always do your own research or seek the advice of your professional financial advisor.

You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.