What did Trump put in Starmer's tea?

This week, Jeremy and Gareth mull over the macro situation - the US economy is slowing (but inflation persists). At the same time, Europe, especially Germany, has been forced into a huge fiscal stimulus.

We are witnessing the outflow of capital from the MAG Seven into Europe, particularly German stocks, which have started to outperform significantly. But remember, the whole German market is not dissimilar to Microsoft's market cap - you haven’t missed this boat; there's potentially a lot more to go for.

UK companies discussed include STV, Forterra, Van Elle, Secure Trust Bank, Cakebox, Care REIT, Hornby and Science Group/Ricardo.

Next week, the big news will be about interest rate decisions at the major central banks in the US, the UK, and Japan. Watch for an upside surprise from Tokyo and the resumption of carry trade unwind fears.