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
September 2025 US CPI: Rate Cuts Remain On The Cards
Price pressures intensified less than expected stateside in September, with the latest CPI figures doing little to deter the FOMC from delivering another 25bp cut next week.
October 2025 ECB Preview: Don’t Be Expecting Any Fireworks
The October ECB meeting is unlikely to be an especially exciting affair, with policymakers set to stand pat once more, amid a lack of major developments since the September confab.
Precious Metals Plunge While Dollar Rally Rolls On
Precious metals encountered vicious selling pressure on Tuesday, though markets elsewhere were considerably calmer, as news- and data-flow remained light. UK CPI highlights the docket today.
Markets Set For A Choppy End To The Week
Sentiment soured once again on Thursday, with conditions on the whole remaining choppy, as a light docket now awaits today, with tariff headlines still in focus.
Markets Choppy With Trade Still The Focus
Markets continued to gyrate in choppy fashion yesterday with tariffs still participants’ primary focus, ahead of a relatively light data docket today.
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.
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.
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1. Data for the Pepperstone Group, correct as at October 2025.