Latest Market Commentary

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LATEST COMMENTARY

April 26, 2024 by Paul Sedgwick

Double, double toil and trouble: Fire burn, and cauldron bubble

What an eventful week; many household names reported earnings, with diverse reactions from investors, Q1 GDP for the US economy and inflation data […]

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April 24, 2024 by Paul Sedgwick

Never a dull moment

The FTSE 100 hit a record high, driven by weaker sterling and a strength in resources. Of the approximately 4% rise in the […]

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April 21, 2024 by Paul Sedgwick

The long and winding road that leads to your door will never disappear

Another week, stocks struggled again in the face of rising yields in the government bond market. US ten-year treasury yields now offer closer […]

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April 19, 2024 by Paul Sedgwick

Thinking Fast and Slow, a must read

Stock markets around the globe today are once again going to be affected today by the news that Israel apparently launched a strike […]

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Frank Investments TV, Radio & Press

As Head of Investment at Frank Investments, Paul Sedgwick provides comments to the financial press on a regular basis; below is a selection that he has featured in.

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Market Commentary Library

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April 26, 2024 by Paul Sedgwick

Double, double toil and trouble: Fire burn, and cauldron bubble

What an eventful week; many household names reported earnings, with diverse reactions from investors, Q1 GDP for the US economy and inflation...

READ MORE
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April 24, 2024 by Paul Sedgwick

Never a dull moment

The FTSE 100 hit a record high, driven by weaker sterling and a strength in resources. Of the approximately 4% rise in...

READ MORE
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April 21, 2024 by Paul Sedgwick

The long and winding road that leads to your door will never disappear

Another week, stocks struggled again in the face of rising yields in the government bond market. US ten-year treasury yields now offer...

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April 19, 2024 by Paul Sedgwick

Thinking Fast and Slow, a must read

Stock markets around the globe today are once again going to be affected today by the news that Israel apparently launched a...

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April 17, 2024 by Paul Sedgwick

European stocks take a hit

Ahead of the UK Consumer Price Index this morning, UK shares reacted heavily to Tuesday’s employment report, which saw wages climb faster...

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April 15, 2024 by Paul Sedgwick

A whistle stop tour of last week and what to expect in the coming days

Starting with the facts, US equities, in particular, had a poor week. The US headline CPI print provided further evidence of the...

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April 12, 2024 by Paul Sedgwick

Call me old fashioned if you like

First, for the boring stuff, the US CPI came in above expectations, and as a result, equity and bond prices fell. At...

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April 10, 2024 by Paul Sedgwick

Beautiful dawn, light up the shore for me

Most assets have had a relatively uneventful start to the week ahead of today’s US inflation print and tomorrow’s ECB meeting. US...

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April 08, 2024 by Paul Sedgwick

The sun himself is weak when he first rises, and gathers strength and courage as the day gets on, Dickens.

The first part of the first week of the new quarter saw equities fall as the investment community again started questioning when...

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April 05, 2024 by Paul Sedgwick

Questions questions but I have no answers

The first week of the second quarter has not been good for US equities in particular. Yesterday was a classic risk-off day,...

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April 03, 2024 by Paul Sedgwick

We return to a dose of reality

And we are back. The first quarter was a strong one for equities, as we know; the last month was pretty good...

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March 27, 2024 by Paul Sedgwick

A bit of a lull

Markets are experiencing a bit of an information gap. Easter holidays have started, central bankers have done their bit, and the investment...

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March 25, 2024 by Paul Sedgwick

A generally quiet week ahead of the Easter Break

Stocks and bond markets cheered the central banker’s affirmation in the past week, that we should start to see rate cuts in...

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March 22, 2024 by Paul Sedgwick

And the beat goes on

Stock markets cheered the news that Jerome Powell all but confirmed that they will most likely probably cut interest rates this year,...

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March 20, 2024 by Paul Sedgwick

No more carry on here

The Bank of Japan ended the era of negative interest rates with its first hike since 2007. This ended a period in...

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March 18, 2024 by Paul Sedgwick

A fun week ahead for Central Banks

The rise in US stock markets may be running out of steam, with the S&P 500 finishing another week close to where...

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March 15, 2024 by Paul Sedgwick

History a window on the future

Ahead of the next meeting of the Federal Reserve monetary policy meeting, the economic picture is becoming a little murkier for the...

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March 13, 2024 by Paul Sedgwick

It’s the economy silly

Tuesday’s US inflation report demonstrated why the Fed is reluctant to signal the first interest rate cut. The Consumer Prices index exceeded...

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March 11, 2024 by Paul Sedgwick

A downbeat end to the week

Nvidia’s share price fell about 5% on Friday; possibly, we may have seen the first crack in the tech investor world, as...

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March 08, 2024 by Paul Sedgwick

Let me take you by the hand and lead you through the streets of London I’ll show you something to make you change your mind

Jeremy Powell, in his State of the Nation address, did acknowledge that he expects rates to be cut at some point this...

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March 06, 2024 by Paul Sedgwick

Eyes down for a full house

Big tech investors are not having it all their own way; we have seen Tesla shares lose around 25% of their value...

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March 04, 2024 by Paul Sedgwick

Busy busy busy, and is the US economy feeling a slight chill?

Last week’s US economic data dump probably did not do anything to change the view of many in the investment community about...

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March 01, 2024 by Paul Sedgwick

Out with the old, in with the new

Thursday’s end-of-month US data deluge can quickly be summed up as pretty much in line with expectations, which usually reassures capital markets...

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February 28, 2024 by Paul Sedgwick

Feeling under the weather, head to America

The S&P has risen for 15 of the past 17 weeks, the longest period since 1989, apparently. The last time we had...

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February 26, 2024 by Paul Sedgwick

The week ahead

Ahead of Nvidia results, it rather felt the S&P 500 was running a little out of steam, or it may have been...

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February 22, 2024 by Paul Sedgwick

What to do, what to think

And here is the news today. Nvidia blew the lights out on Wednesday, adding legs to another stock and tech market rally....

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February 21, 2024 by Paul Sedgwick

Chips with that, oh yes please

Whilst we wait on the minutes of the last Fed meeting and Nvidia’s results later today, there has been a general bout...

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February 19, 2024 by Paul Sedgwick

US large cap starting to get altitude sickness?

Traders are starting to bring back their expectations for the Federal Reserve to cut interest rates this year as there are signs...

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February 16, 2024 by Paul Sedgwick

Why is America bucking the trend?

Aside from all the headlines surrounding inflation and what central banks might do with interest rates, what is more, interesting this week...

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February 14, 2024 by Paul Sedgwick

Prices what prices

The notion that US inflation rates were on a steadily downward trend back to the Fed’s 2% target took a knock-on Tuesday...

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February 12, 2024 by Paul Sedgwick

What was and what is to be

It was another good week for tech and a better week for US midcaps as the S&P 500 continued to push higher....

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February 09, 2024 by Paul Sedgwick

Onwards and upwards tally ho

The S&P 500 continues to push on, hitting another big figure change, 5000, if only briefly recording its 9th record close this...

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February 07, 2024 by Paul Sedgwick

“It’s a wonderful thing to be optimistic. It keeps you healthy and it keeps you resilient.”Daniel Kahneman

Stock markets continue to creep higher, enjoying the generally supportive economic backdrop of a resilient consumer, strong employment, and an uptick in...

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February 05, 2024 by Paul Sedgwick

And the beat goes on still moving strong on and on

Apparently, the US economy remains in rude health after last Friday’s jobs report which reported 355,000 jobs were created in January, twice...

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February 02, 2024 by Paul Sedgwick

For those old enough to remember, TWTWTW

We now know the Fed is not apparently in any hurry to cut interest rates, even bringing into question whether May is...

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January 31, 2024 by Paul Sedgwick

“There is a wisdom of the head, and a wisdom of the heart”. Dickens

May you live in interesting times, derived from a Chinese phrase referring to times ironically to indicate a period of chaos or...

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January 29, 2024 by Paul Sedgwick

A good test this week for the bulls

It was another decent week for stocks in particular; it was a strong week for UK shares for no real specific reason....

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January 26, 2024 by Paul Sedgwick

Whisper it, but could the UK be on the up?

Cut to the chase: the latest US inflation figures would indicate the inflation dragon has been slain. For the second quarter in...

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January 24, 2024 by Paul Sedgwick

“We’re On The Brink Of Adventure. Don’t Spoil It With Questions”.

I know I go on about this, but there feels a real disconnect in the world today; strategists are undeniably bullish, and...

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January 22, 2024 by Paul Sedgwick

Chips with everything

After a shaky start to the year, Wall Street has managed to regain its poise, dragging itself kicking and screaming to a...

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January 19, 2024 by Paul Sedgwick

Chips spice up any meal

Another week, another bill in Congress to avoid a Government shutdown, well it feels a bit like that anyway. Neither party will...

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January 17, 2024 by Paul Sedgwick

More fun at the fair

There was a bit of something for everyone yesterday: economics, politics, geopolitics, and earnings.  In the end, yesterday, equities ended lower; bond...

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