Latest Market Commentary

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LATEST COMMENTARY

December 12, 2025 by Paul Sedgwick

The Fed cut as expected and paint a pretty picture for the year ahead.

It was a weird outcome at the Fed meeting: as expected, the Fed cut interest rates by 25 basis points whilst delivering what […]

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December 10, 2025 by Paul Sedgwick

“I have learned from my mistakes, and I am sure I can repeat them exactly” Peter Cook

” Not only, but also” was the title of a comedy show featuring Peter Cook and Dudley Moore in the late 1960s. Well, […]

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December 08, 2025 by Paul Sedgwick

Oh yes they will, oh no they won’t

Friday’s reading of the Federal Reserve’s preferred inflation measure, the Personal Consumption Expenditures index, which excludes food and energy, came pretty much bang […]

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December 05, 2025 by Paul Sedgwick

Today US inflation as the PMI’s suggest a resilient global economy

September’s Personal and Consumption Expenditure Index, out later today, will be the last piece in the Fed’s interest rate jigsaw puzzle. Anything that […]

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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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December 12, 2025 by Paul Sedgwick

The Fed cut as expected and paint a pretty picture for the year ahead.

It was a weird outcome at the Fed meeting: as expected, the Fed cut interest rates by 25 basis points whilst delivering...

READ MORE
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December 10, 2025 by Paul Sedgwick

“I have learned from my mistakes, and I am sure I can repeat them exactly” Peter Cook

” Not only, but also” was the title of a comedy show featuring Peter Cook and Dudley Moore in the late 1960s....

READ MORE
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December 08, 2025 by Paul Sedgwick

Oh yes they will, oh no they won’t

Friday’s reading of the Federal Reserve’s preferred inflation measure, the Personal Consumption Expenditures index, which excludes food and energy, came pretty much...

READ MORE
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December 05, 2025 by Paul Sedgwick

Today US inflation as the PMI’s suggest a resilient global economy

September’s Personal and Consumption Expenditure Index, out later today, will be the last piece in the Fed’s interest rate jigsaw puzzle. Anything...

READ MORE
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December 03, 2025 by Paul Sedgwick

The monthly PCE report ahead of the Fed next week, two hurdles into the year end

Monday provided a dull start to what is traditionally a decent month for equities. After a sluggish start on Tuesday, equity markets...

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December 01, 2025 by Paul Sedgwick

And so its Christmas, well very nearly any way

A big Thanksgiving rally saved the month from being one of the worst for equities since the April tariff fallout. In the...

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November 28, 2025 by Paul Sedgwick

Thankgoodness thats over with

The budget is past us, despite the OBR’s error; most of what was going to be announced had already been leaked to...

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November 26, 2025 by Paul Sedgwick

Reeves to put her stamp of authority, watch the bond market and sterlings reaction.

Stocks rose yesterday, as they do almost without fail, the week into Thanksgiving. It’s been quite a recovery for the S&P 500...

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November 24, 2025 by Paul Sedgwick

Its budget week

The week we have all been waiting for in the UK, Rachel Reeves’ budget on Wednesday. The last attempt was over a...

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November 21, 2025 by Paul Sedgwick

A roller coaster of a day

Initially, everything happened pretty much as one would expect in stock markets post the Nvidia numbers. After a 15% correction to the...

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November 19, 2025 by Paul Sedgwick

Market sentiment continues to weaken

As of last night’s close, we have had a near 5% correction in the S&P 500 and an over 6% correction in...

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November 18, 2025 by Janet M

Companies House Director ID Rules: Identity Verification requirements explained and how Frank Investments can help

From 18 November 2025, all company directors and persons of significant control (PSCs) must complete identity verification with Companies House, before they...

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November 16, 2025 by Paul Sedgwick

Milkshakes the flavour of the day.

A volatile week for stocks and bonds, as US indexes experienced their largest losses in a month. There was a partial recovery...

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November 14, 2025 by Paul Sedgwick

Fear and greed two sides of the same coin

The bears rode into town again on Thursday. I blame the Federal Reserve; actually, I don’t, but everyone else in the financial...

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November 12, 2025 by Paul Sedgwick

Wednesdays child is full of woe.

An interesting article in yesterday’s Financial Times suggests that fixed-income investors are becoming more discerning when allocating investments into the new digital...

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November 09, 2025 by Paul Sedgwick

Long neck bottle, let go of my hand

My football team was thumped, and stocks around the globe took a bit of a beating last week, so it was all...

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November 07, 2025 by Paul Sedgwick

I am for ever blowing bubbles

The S&P 500, led by the Nasdaq, had a poor day, adding to the ongoing debate about whether tech stocks are in a...

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November 05, 2025 by Paul Sedgwick

Forewarned is forearmed they say

The end is nigh is the call of the day, as Palantir, one of the hottest AI stocks, saw its earnings beat...

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November 03, 2025 by Paul Sedgwick

And the beat goes on

And so it is November, despite a lacklustre end to the month, stocks around the globe finish close to their all-time highs....

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October 31, 2025 by Paul Sedgwick

Lets set sail and never leave dry land

Another month draws to a close. This week, the Federal Reserve delivered the 25-basis-point cut that was expected. Jerome Powell added a...

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October 29, 2025 by Paul Sedgwick

Flowers grow with the rain

The bulls are girding up their loins as the S&P 500 looks to test 7000; buoyed by positive trade signs, expectations of...

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October 27, 2025 by Paul Sedgwick

Can you believe its almost November

The first notable economic report from the US since the ongoing government shutdown was the CPI report on Friday, which showed inflation...

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October 24, 2025 by Paul Sedgwick

Its a good life

Stock indexes with a week to go and definitely tempting fate look like they will have another decent month. It may be...

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October 22, 2025 by Paul Sedgwick

A long with the sunshine there has to be a little rain some times

The term “stock market bubble” is currently being searched more often on Google Trends than almost at any time in the past...

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October 20, 2025 by Paul Sedgwick

A volatile week ends on a positive note, big week for earnings

A roller coaster week for US stocks, and by the end, despite threats of cockroaches and trade wars undermining the upbeat mood,...

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October 17, 2025 by Paul Sedgwick

Credit where credit is due, or maybe not

We reviewed the unemployment data on Wednesday, and it was largely in line with expectations; the latest GDP report also met expectations....

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October 15, 2025 by Paul Sedgwick

Why are rare earths rare?

The US 3rd quarter corporate earnings season kicked off with several of the world’s largest banks reporting pretty strong numbers, largely as...

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October 13, 2025 by Paul Sedgwick

A mans good word and a hand shake is all you need.

To borrow and rephrase one of the most famous lines in sports history, they think it’s all over, well, it wasn’t. The...

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October 10, 2025 by Paul Sedgwick

A few observations on the market currently

My colleague made a very good point to me yesterday while we were discussing the market moves, stock prices, and all the...

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October 08, 2025 by Paul Sedgwick

Here is todays news

Gold reached $4000 an ounce, US stocks sold off, and the lack of a resolution to the US government shutdown, now heading...

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October 06, 2025 by Paul Sedgwick

‘Til the moon rise up behind the pine, oh, Lord October road, James Taylor

The latest monthly Purchasing Managers’ Survey showed further signs of a moderate easing in global economic growth. The J.P. Morgan Global Composite...

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October 03, 2025 by Paul Sedgwick

Government shutdowns not having much of an impact so far on equity sentiment

The US Government shutdown had no impact on US equity markets; however, it did attract some buyers of US Treasury securities. Equity...

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October 01, 2025 by Paul Sedgwick

 Keep chasing that same old devil, down the same old dead-end highway

There ends the 3rd quarter; September feels a little like August. Equity markets continue to creep higher, mainly driven by technology stocks....

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September 29, 2025 by Paul Sedgwick

Investor sentiment may be turning more positive, but consumers remain cautious

September has a history of being a challenging month for US equity markets, but not this September. However, tariffs, trade tensions, and...

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September 26, 2025 by Paul Sedgwick

I spread news today’ oh boy

Some decent US economic data at the end of the week, as the final revision for US economic growth in the second...

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September 24, 2025 by Paul Sedgwick

Walking in the Alabama rain

A bit of profit-taking in the tech sector led to modest declines in the US equity market. Powell hinted at the spectre...

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September 22, 2025 by Paul Sedgwick

With your feet on the air and your head on the ground

Six central banks met last week, and we know the results of the Bank of England and the Federal Reserve. The other...

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September 19, 2025 by Paul Sedgwick

Not a pretty picture

 Another day, another record for the US stock market after the Federal Reserve duly delivered its 25 basis point cut in interest...

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September 17, 2025 by Paul Sedgwick

He brewed white lightening till the sun went down, I took a little sip and right away I knew.

It’s been a quiet week for stocks ahead of the Federal Reserve meeting later today. There are clear signs that money managers...

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September 15, 2025 by Paul Sedgwick

As I look out the window, the sun rises, but theres a wind a blowing. The week ahead.

Last week’s no-worse-than-expected Consumer Price inflation data, along with marginally better-than-expected Producer Prices, and further evidence of a sluggish employment market, have...

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September 12, 2025 by Paul Sedgwick

Bring on the Fed next week

First, the mundane after the release this week of the monthly US Consumer and Producer Prices index and the monthly initial jobless...

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September 10, 2025 by Paul Sedgwick

If you’re going to play inTexas, you gotta have a fiddle in the band.

This week, London is plagued by tube strikes, making it almost impossible to travel anywhere, as the drivers protest for shorter working...

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