Latest Market Commentary

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LATEST COMMENTARY

July 30, 2025 by Paul Sedgwick

Its July I am getting paid by the hour and older by the minute

It’s a busy week for US economic data, none of which is likely to influence the Federal Reserve to do anything unduly but […]

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July 28, 2025 by Paul Sedgwick

The week ahead will be domintaed by the Fed on Wednesday.

A better week for stock markets, the S&P 500 gaining just over 1%, helped by some decent economic data, and an earnings season […]

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July 25, 2025 by Paul Sedgwick

Fund managers get greedy, as tariffs start to bite.

As US markets seem somewhat stagnant at present, struggling to move beyond the record highs. From time to time, I refer to the […]

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July 23, 2025 by Paul Sedgwick

“Rock music is not meant to be perfect” Ozzy Osbourne.

Earnings season is now in full swing, and it was a mixed bag in terms of the markets’ reactions to what was generally […]

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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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July 30, 2025 by Paul Sedgwick

Its July I am getting paid by the hour and older by the minute

It’s a busy week for US economic data, none of which is likely to influence the Federal Reserve to do anything unduly...

READ MORE
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July 28, 2025 by Paul Sedgwick

The week ahead will be domintaed by the Fed on Wednesday.

A better week for stock markets, the S&P 500 gaining just over 1%, helped by some decent economic data, and an earnings...

READ MORE
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July 25, 2025 by Paul Sedgwick

Fund managers get greedy, as tariffs start to bite.

As US markets seem somewhat stagnant at present, struggling to move beyond the record highs. From time to time, I refer to...

READ MORE
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July 23, 2025 by Paul Sedgwick

“Rock music is not meant to be perfect” Ozzy Osbourne.

Earnings season is now in full swing, and it was a mixed bag in terms of the markets’ reactions to what was...

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July 21, 2025 by Paul Sedgwick

“Listen closely to what I say. And if you do this it’ll help you some sunny day” Simple Man Lynyrd Skynyrd

Another uneventful week for global stock markets in terms of headline index movements, as the S&P 500 provided modest gains after a...

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July 18, 2025 by Paul Sedgwick

You do the funny and I bring the money

Another record close for US stocks despite the 30-year Treasury yield climbing above 5% and the 10-year yield touching 4.5%. Better-than-expected US...

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July 16, 2025 by Paul Sedgwick

Good morning how can I help

Yesterday’s US inflation data all but put the final nail in the coffin of any hope the Fed might cut interest rates...

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July 14, 2025 by Paul Sedgwick

“As you go through life, you’ve got to see the valleys as well as the peaks” Neil Young

Ahead of earnings this week and some notable economic data, including US Consumer Inflation, which is expected to show some reacceleration. The...

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July 11, 2025 by Paul Sedgwick

Hello walls how are things today

Equity markets continue to shrug off any concerns from Trump’s ongoing barrage of tariff announcements, apparently happy to call his bluff. The...

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July 09, 2025 by Paul Sedgwick

This nine-to-five ain’t workin’, why the heck do I work so hard?

Equity markets appeared less than concerned by Trump’s latest threats to introduce new levy tariffs, which included 50% on copper and 200%...

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July 07, 2025 by Paul Sedgwick

As US markets complete the recovery are there signs fear turning to greed

Another decent week for stocks, as the US economy continues to advance with limited signs of an upcoming recession. Last week’s employment...

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July 04, 2025 by Paul Sedgwick

Well, she was an American girl raised on promises

It’s the 4th of July, Independence Day, a Federal holiday commemorating the ratification of the Declaration of Independence by the Second Continental...

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July 02, 2025 by Paul Sedgwick

“The hippies wanted peace and love, we wanted Ferraris” Alice Cooper

The first day of the second half of the year was a lacklustre one, despite some slightly better-than-forecast economic data, on the...

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June 30, 2025 by Paul Sedgwick

One quarter ends another begins, trade tensions ease oil price down, markets up

Stock markets are back to the highs of the start of an eventful first half of the year, driven by expectations of...

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June 27, 2025 by Paul Sedgwick

the S&P 500 closes within a whisker

As we reach the end of the 2nd quarter, despite rising geopolitical risks, the potential impact of Donald Trump’s restrictive tariff policy,...

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June 24, 2025 by Paul Sedgwick

Healthcare has not been good for your welfare

Stocks rise, oil falls as a nervous truce is reached between Israel and Iran, after America’s weekend bombing of Iran’s nuclear sites....

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June 23, 2025 by Paul Sedgwick

Where to start on last week and what to expect this week.

Given everything that occurred last week, it’s somewhat difficult to comprehend how equity markets ended the week virtually where they began. The...

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June 20, 2025 by Paul Sedgwick

A newsworthy week

As expected, the Fed and the Bank of England both left interest rates unchanged, but both dangled the carrot of cuts in...

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June 18, 2025 by Paul Sedgwick

Markets start to react to an increase in geopolitical risk.

Wall Street, up until yesterday, had taken the increased risk of further escalation in hostilities between Israel and Iran would have greater...

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June 16, 2025 by Paul Sedgwick

What rates your interest this week

              At first glance, next week, you would think the Fed is likely to cut interest rates this Wednesday; and at one...

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June 13, 2025 by Paul Sedgwick

Oil spikes

In the past week, we have seen a series of economic reports, most of which have gone by with barely a raised...

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June 11, 2025 by Paul Sedgwick

“You’ll find the spot and I’ll find the money”, Blake Shelton

Equity markets continue to edge higher, with the energy sector leading the way as the price of oil shows signs of recovery....

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June 09, 2025 by Paul Sedgwick

Warm summer wind

Another solid week for stocks, supported by what appears to be a decent jobs report on Friday. The headline number was 139,000...

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June 06, 2025 by Paul Sedgwick

Equity risk premium has evapourated

An unseemly row between Trump and Musk, along with a series of mixed economic reports, sent US stocks lower on Thursday. Those...

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June 04, 2025 by Paul Sedgwick

Who said patience is a virtue?

Another decent day for US stocks has seen the Nasdaq return to positive territory for the year, defying what many perceive as...

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June 02, 2025 by Paul Sedgwick

Those who favour sell in May have their chance

Should you want to sell in May and go away, the past month was the perfect opportunity, as stocks around the globe...

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May 30, 2025 by Paul Sedgwick

If I could save time in a bottle, The first thing that I’d like to do Is to save every day, Jim Croce time in a bottle

Another month comes to a close, one that has seen a notable rally in global stock markets, with the technology and consumer...

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May 28, 2025 by Paul Sedgwick

Beer is good, people are crazy

A strong rally in stocks yesterday, following the extended weekend, was driven by improved consumer data and a rally in the bond...

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May 23, 2025 by Paul Sedgwick

Beauty and the Beast

As President Trump’s ‘Big Beautiful Bill’ passes to the Senate, economists have become more nervous about the size and sustainability of fiscal...

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May 21, 2025 by Paul Sedgwick

Why do deficits matter?

Wall Street seemed less than bothered by Moody’s downgrade of its government debt rating; neither stocks nor bonds flinched much. To be...

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May 19, 2025 by Paul Sedgwick

A busy week ahead, equity markets cheer last weeks tariff walk back.

It has been a strong week for stocks as the markets feel comforted by the further de-escalation of the April 2nd Liberation...

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May 16, 2025 by Paul Sedgwick

Its all a bit of a mixed bag

An unusual event occurred yesterday as the Nasdaq tech index fell, while the S&P 500 gained overall, albeit modestly, as defensive stocks...

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May 14, 2025 by Paul Sedgwick

Watch the bond market, US stocks may be rising but so are yields.

A week ago, after the announcement of the UK trade deal, he told us, “You better go out and buy stock now,”...

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May 12, 2025 by Paul Sedgwick

Equity markets remain in limbo, treasury yields rose last week.

US equity markets finished the week where they began, on low trading volumes. One gets the sense that no one trusts the...

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May 09, 2025 by Paul Sedgwick

Up up and away in my beautiful balloon

Equity markets are either taking time to reflect before their next move, or, more likely, can’t decide which direction to take next....

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May 07, 2025 by Paul Sedgwick

What next for equity markets

We are already in May, and speculators, punters, and investors are now trying to decide whether the recent rally is a bear...

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May 02, 2025 by Paul Sedgwick

Sell in May and go away rarely works, but we shall see.

What a difference a few weeks make. Approximately this time last month, Donald Trump stood up in front of the world’s media...

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April 30, 2025 by Paul Sedgwick

A volatile month draws to a close

The relief rally, if that’s what it is, continues as the S&P 500 notched its sixth consecutive day of gains. We are...

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April 28, 2025 by Paul Sedgwick

A busy week ahead for earnings and corporates to test last weeks rally.

It was a much better week for equity markets, with the S&P 500 gaining just over 5% in the past week and...

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April 25, 2025 by Paul Sedgwick

Where to now?

Suddenly, the garden looks quite rosy, as US stock markets have regained 10% of the losses from the lows of a few...

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April 23, 2025 by Paul Sedgwick

Back to the chaos

After an extended  Easter break in the UK, we are back to the same uncertainty we have had for the past few...

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April 16, 2025 by Paul Sedgwick

Enjoy Easter, the weather forecast is improving fingers crossed

Global stock indices have retained most of their recent gains, even with the uncertainty surrounding tariffs still affecting investor sentiment. According to...

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