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Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
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George Bell, Portfolio Manager, takes a look at how the Reserve Bank of Australia raised interest rates for the 8th time this year to a level which has not been seen for a decade. Will Interest rates continue to rise around the globe in 2023? George also discusses the slight relaxation of China's Covid quarantine rules, which could be due to the pressure building on Chinese economic growth.
George Bell, Portfolio Manager, takes a look at the large move in government bond yields, which had a knock on impact into stock markets. George also discusses the expectations from the US Federal Reserve and UK Bank of England Monetary Policy Committee on the pathway of monetary policy.
The markets will be focusing on central bank announcements, with 3 central banks announcing their interest rate decisions. Given the inflation backdrop in the UK, markets are expecting an interest rate hike on Thursday. #inflation #interestrates #centralbanks
The US stock market was softer, with data showing a strong appetite for spending. This may influence the further increase of interest rates, helping to cool inflation. In the UK, however, data reported for retail sales indicated that UK consumers are more reluctant to spend, with higher energy bills weighing on appetite and ability to spend in stores. #interestrates #inflation #energyprices
Chris Leyland, Director of Investment Strategy, provides analysis on the strength of the UK economy. Retail sales are positive and the strength of the consumer suggests a positive outlook for the rest of the year.
Today's Morning Markets looks at the strength in the US employment picture, and previews the week ahead for markets and investors. Subscribe to the True Potential YouTube Channel to stay updated.
Today's Morning Markets looks at the rise in Interest Rates and what this means for you the investor. Subscribe to the True Potential YouTube Channel to learn more.
This Morning Markets update with our Investment Director, Paul Durrans analyses how global equities have rebounded despite renewed Middle East tensions and disruption risks around the Strait of Hormuz. We will also look at how oil has moved back above $100 and how inflation pressures are back in focus, just as earnings season begins.
Sebastian Mackay, Investment Director, and Lexi Herriot, Investment Analyst, discuss the ceasefire between the US and Iran, the positive impact on equity markets and the receding expectations of interest rate hikes in the bond market.
Paul Durrans, Investment Director, discusses the cautious optimism in markets, as shipping traffic through the Strait of Hormuz shows signs of improvement. As President Trump issues further ultimatums to Iran, it’s unclear whether sentiment will remain positive, but global equities and bond markets posted positive over last week.
Kevin Kidney, Head of Investments, and George Bell, Investment Director, discuss the economic disruption from the US-Iran conflict, President Trump’s announcement, which may signal an end in the near future, and the political will from US leaders to cap the inflationary push.
Matt Henderson, Portfolio Manager, discusses the policy response to rising oil prices as the conflict between the US and Iran continues, as well as the affects on inflation and the path of interest rates.
Kevin Kidney, Head of Investments, and Sebastian Mackay, Investment Director, discuss the ongoing global economic consequences of the middle-east conflict that continues to to create uncertainty in markets.
Paul Durrans, Investment Director, covers the ongoing conflict between the US and Iran and how mixed messages from President Trump is creating political uncertainty and a challenge for markets and central banks.
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss the asset class moves, inflationary consequences of the ongoing conflict between the US and Iran, and how US and UK Central Banks are reacting to it.
Kevin Kidney, Head of Investments, discusses the path of inflation, the upcoming major central bank meetings, and if the events unfolding in the middle-east could affect interest rate trajectories for the US, UK, and Europe.
Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the economic consequences of higher oil prices, highlighting the sharp contrast for the UK and US, should the ongoing conflict in the Middle-East persist. They also look at impact of this week's UK and US economic data on financial markets.
Oil prices have surged this morning due to the events occurring in the US' war in Iran. Our Head of Investments, Kevin Kidney takes a look at the impact of those events on the asset markets, and analyses wat that means for your money.
Kevin Kidney, Head of Investments, and Paul Durrans, Investment Director, discuss the spike in oil prices following the escalating conflict between the US and Iran, as well as the impact on equity markets. They also explore the broad strength of corporate profitability and how this is translating into portfolio performance.
Paul Durrans, Investment Director, discusses the escalating conflict in the middle-east and how it is affecting equities, energy prices, and safe haven assets.
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