Michael Brown
Senior Research Strategist
Michael Brown is a seasoned, award-winning market analyst, with a record of providing pertinent commentary, analysis, and forecasting across all major asset classes, principally through a global macro focus, over a decade in the financial services industry. He frequently appears in a wide range of UK and international media, discussing major risk events, key market trends, and broader macroeconomic themes. Michael holds an Executive MBA from Cranfield University.
Most recent articles
Q3 25 ‘Magnificent Seven’ Earnings Preview: By The Numbers
The performance of the ‘Magnificent Seven’ names has been decidedly mixed this year, though all of the names within the basket – just – trade inside positive territory YTD at the time of writing. In any case, as the AI frenzy continues, and with these stocks continuing to make up a significant proportion of benchmark indices, the upcoming reports will be closely watched not only for their impact on the tech sector, but the market at large.
August 2025 UK Jobs Report: Slack Persists But Earnings Stay Stubborn
This morning's UK jobs data pointed to the labour market backdrop having remained broadly stable as summer wore on.
Tariff Man Returns With A Bolt From The Blue
Stocks dived, the dollar slumped, and havens caught a bid on Friday amid a renewed round of tariff threats from President Trump. This week, trade headlines remain the focus.
Week Ahead Playbook: Resurgent Trade Risks Roil Markets But TACO Time May Return
A renewed round of tariff threats from President Trump saw risk aversion dominate as last week drew to a close, amid ongoing political uncertainty elsewhere, as stocks on Wall Street notched their worst week since May. Looking ahead, trade headlines remain in focus, amid an ongoing data vacuum stemming from the US government shutdown, as Q3 earnings season gets underway.
Tesla (TSLA) Q3 25 Earnings Preview
Tesla report Q3 earnings after the market close on 22nd October, the first of the ‘Magnificent Seven’ names to report this earnings season, with the figures coming after a surprisingly strong Q3 sales figure a couple of weeks ago.
Equity Rally Resumes As Precious Metals Continue To Shine
The UK’s ONS descended further into shambles yesterday, while the risk rally resumed, and gold continued to print fresh highs. Today, another light-ish calendar awaits.
Data & News Vacuum Continues
Data- and news-flow were both light on Tuesday, as gold notched new highs, but stocks stumbled a little. Today, minutes from the September FOMC meeting highlight the calendar.
Political Shenanigans Make For Spicy Start To The Week
Political instability in France, and a surprise in Japan’s LDP leadership election made for a spicy start to the week yesterday, though stocks rallied regardless. Today, a barren docket awaits, as participants continue to headline-watch.
Powell Is Already Yesterday’s Man
Even with around seven months of his term as Chair left to serve out, Jerome Powell, for market participants, is already starting to look like 'yesterday's man', with the near-term policy path in little doubt, and the medium-term path largely down to Powell's successor.
Data Vacuum To Persist As Govt. Shutdown Continues
Markets struggled for direction on Friday amid a data vacuum stemming from the ongoing US government shutdown. This week, a light data docket awaits once more, as politics remains the focus.
A Look Ahead To Q3 25 US Earnings Season
Corporate reporting season will soon be upon us once more, with the banks set to kick things off in mid-October. As trade uncertainty fades, and the FOMC resume the easing cycle, participants will be seeking evidence not only that earnings growth remains solid, but also that the underlying US economy remains in robust shape.
Participants Ignore Political Pantomime As Jobs Day Postponed
Markets were steadier on Thursday as participants, rightly, ignored the ongoing political pantomime in Washington DC, while a barren docket awaits today, amid the postponement of the September US jobs report.
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1. Data for the Pepperstone Group, correct as at October 2025.