Market Commentary Library

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The first cut is the hardest

Despite the UK’s annual rate of inflation falling to the Bank of England’s target of 2% this week, the upcoming election meant...

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UK inflation back to 2% year over year

The S&P 500 continues to creep higher as Nvidia becomes a more valuable company than Microsoft and the most valuable company in...

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Election fever hurting stocks in Europe

Stock markets in Europe are feeling the effects of political uncertainty. The FTSE 100 has been on a downward trend since Rishi...

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Join the dots

This week’s US Consumer and Producer prices provided a welcome boost to the hope that inflation could slowly return to the Federal...

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The French disconnection

All eyes are on the Fed again today as we await the latest interest rate decision. Actually, it’s less about the decision...

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“With a jump to the left, a step to the right, let’s do the time warp again”. Richard O’Brien

Overall, it was an okay week for stock markets around the globe as most major indexes eked some form of gains in...

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Dear Sir or Madam, will you read my book? It took me years to write. Will you take a look?

Stock and bond markets have had a decent week, as the ECB confirmed on Thursday at their monthly meeting that they will...

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Never knowing what to cling to when the rain comes in

The US economy is slowing down, and that is becoming more apparent. it would appear this slowdown is encouraging the market to...

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Hey June

As markets will become more fixated with election fever in the coming weeks and months, as over half the world’s population will...

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I’ll do my crying in the rain

In the last 24 hours, we have had a raft of US data that analysts can dissect and draw conclusions about the...

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It’s life’s illusions that I recall I really don’t know life at all

Being away for a few days allows one to reflect on what appears to be happening in the capital markets and where...

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So now we know

So now we know July 4th is the day the UK goes to the polls and decides the fates of Mr Starmer...

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From underneath a tree we watch the sky

Ahead of Nvidia results, the minutes of the last Fed meeting and the latest UK CPI report, the S&P hit another record...

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Here comes summer

As of the end of last week, the world of capital markets is pretty rosy; stocks, particularly the S&P, had another good...

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Summer time and the living is easy, we hope

Inflation data in line with expectations, in the form of the monthly Producer and Consumer price indexes, along with Industrial and manufacturing...

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Prices what prices, today’s CPI will tell us.

Yesterday’s US Producer Prices came in slightly hotter than expected, but a slight downward revision to the previous month helped the market...

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More fun at the fair as US inflation takes centre stage again

It was another decent week for equity and bond markets, reflecting the hope that the outlook for the economies of Europe and...

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Bring me sunshine, bring me laughter, bring me joy

It was another decent day for equity markets around the globe. The S&P and the FTSE100 are continuing their recent winning run,...

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Many a slip between cup and lip

O the month of May, the merry month of May, So frolic, so gay, and so green, so green, so green! To...

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Bank holiday it must be rain

The Fed meeting came and went, Powell, confirming that his committee was in no mood to rush cutting interest rates. There were...

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What will Powell say tonight? That is the question

Another month comes to a close, one with mixed fortunes. The FTSE 100, helped by mining and energy shares, along with an...

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No rest for the wicked again this week.

After a lacklustre few weeks, particularly for US equities, stocks had a pretty good week, helped by some decent numbers from 2...

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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...

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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...

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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...