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Michael Brown (Senior Market Analyst, Caxton FX) joins Lloyd for a special Post-Easter episode tackling the latest economic developments in the UK.
Since joining Caxton FX in 2016, Michael has shown an impressive knack for predicting developments in the foreign exchange markets. In this episode, he shares the economic outlook after Brexit and vaccination programmes and tells us how the equity market will change in 2021. Plus, Michael warns us about zombie businesses, the potential buyer’s remorse on the housing market and the dangers of late stimulus packages.
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Episode Highlights:
05:29: Brexit so far
09:04: Currency market outlook
12:00: How will we travel this year?
17:45: Future of office working
21:11: Michael’s big advice for this year
23:30: Equity Market: Stay-at-home stocks versus Reopening stocks
28:00: Is your pension investing in Bitcoin?
29:20: UK house prices and potential buyer's remorse
32:55: Zombie businesses and unemployment