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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.
Paul Durrans, Investment Director, discusses the escalating conflict in the middle-east and how it is affecting equities, energy prices, and safe haven assets.
Paul Durrans, Investment Director, and Faye Graham, Investment Analyst, discuss Nvidia’s Q4 results which exceeded both the markets and the company’s own expectations. There is also earnings results from Salesforce, Rolls Royce as well as US Labour market data. #investing #nvidia #salesforce #useconomy #rollsroyce
Kevin Kidney, Head of Investments, discusses the US Supreme Court's decision to rule against Trump’s ‘Liberation Day’ tariffs, which saw a positive response from equity markets. However, with escalating tensions between the US and Iran, market volatility is expected to persist, with oil prices up 6% in the last week.
This week saw UK unemployment data come in higher than expected, yet UK equities have remained steadfast. What will this mean for the Bank of England’s interest rate decision next month? Our Investment Director, Kevin Kidney and Trainee Investment Analyst, Lexi Herriot discuss.
George Bell, Investment Director, recaps on markets so far this year and points to the key data prints to look out for in the week ahead. This includes UK labour data, German Inflation Data, Corporate earnings and the Minutes from the latest meeting of the Federal Reserve.
Paul Durrans, Investment Director, and Sam Elliot, Portfolio Manager, discuss the strong month for US jobs, the UK’s GDP which came in lower than expected, and strength of returns from Emerging Markets and Japanese equities.
Kevin Kidney, Head of Investments, discusses Japan, and the new all-time highs in Japanese equities after the landslide victory for Prime Minister Takaichi in parliament. This allows the party to move ahead with there growth positive fiscal plans which has seen an uplift in wider global stock markets.
Kevin Kidney, Head of Investments, is joined by Investment Analyst, Harry Southren, to discuss the recent economic data, that points to stronger growth for the US and UK ahead, as well as the Bank of England’s decision to hold interest rates. The team also cover the recent volatility in precious metals which has seen Silver down 12% this week.
Kevin Kidney, Head of Investments, discusses the recent volatility in commodities, the upcoming US jobs data, which is expected to confirm the trend of weak growth we have seen over the last six months, and the trajectory of interest rate policy in the US and UK.
Paul Durrans and George Bell, Investment Directors, discuss the ongoing US earnings season with a particular focus on the Tech heavyweights. In addition, they discuss the global equity performance as well as the Federal Reserve’s decision to leave interest rates unchanged.
Matt Henderson, Portfolio Manager, discusses the rise in gold prices in light of geopolitical uncertainty, Trump’s effect on global equity markets following his proposed acquisition of Greenland, as well as the upcoming earnings announcement from major US tech companies.
Paul Durrans, Investment Director, is joined by Investment Analyst, Lexi Herriott, to discuss the recent volatility in global equities after President Trump’s announcement that the US plans to acquire Greenland. They also shed some light on the volatility within the Japanese bond market as well as discuss the latest UK inflation and labour market data.
Sebastian Mackay, Investment Director, discusses the impressive performance of precious metals in the market and the driving factors behind it, as well as the positive surprise for UK growth data, and the ongoing earnings season results.
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