Market Commentary

Latest Market Commentary

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 an […]

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 rose […]

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 that […]

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 20 […]

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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

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...

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...

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...

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...

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,...

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....

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

September 08, 2025 by Paul Sedgwick

Last weeks its jobs this week its prices.

As a result of Friday’s non-farm payroll report, which recorded just 22,000 jobs created in August, the unemployment rate rose to 4.3%....

September 05, 2025 by Paul Sedgwick

The Autumn budget is taking place in winter

Bad news became good news again for stocks yesterday as a weaker-than-expected jobs report boosted the market’s hope for further rate cuts...

September 03, 2025 by Paul Sedgwick

My job today is to prepare for tomorrow

Bonds as much as equities are the story at the start of September, as yields at the longer end are driven higher...

September 01, 2025 by Paul Sedgwick

Fridays inflation report seemed to seal the deal.

Last Friday’s monthly US inflation PCE Index came in pretty much in line with expectations. Headline inflation cooled slightly from last month,...

August 29, 2025 by Paul Sedgwick

Nvidia a bit of a non event for a change

The Bureau of Economic Analysis released its second estimate for the Q2 US Gross Domestic Product yesterday, upgrading its original estimate from...

August 27, 2025 by Paul Sedgwick

Summers coming to an end, its been a hot one

Back after the final bank holiday of the year, one that had the weather to make it an enjoyable one. Now summer...

August 22, 2025 by Paul Sedgwick

I know the sun shining when I close my eyes

Stock markets continue to take a breather ahead of tonight’s much-anticipated Powell Jackson Hole speech. The minutes of the Federal Reserve’s last...

August 20, 2025 by Paul Sedgwick

I dont care who is right or wrong I just try to understand

Traders and speculators will be anticipating what Powell will say on Friday in his Jackson Hole speech about the outlook for US...

August 18, 2025 by Paul Sedgwick

Well, go on down to Jackson; go ahead and wreck your health

The mixed US inflation reports last week did little to alter the market’s expectation that the Fed will cut interest rates by...

August 15, 2025 by Paul Sedgwick

Will August be a tricky month after all?

The quarterly GDP report for the UK came in slightly better than the market had forecast, mainly because expectations were set very...

August 13, 2025 by Paul Sedgwick

“You Press the Button, We Do the Rest” George Eastman, the founder of Kodak, in 1888.

Another new high for the S&P 500, despite or because of the latest US inflation data, it’s hard to know which. Yesterday’s...

August 10, 2025 by Paul Sedgwick

A day late and a bob short

All the talk about markets being expensive and greed overtaking fear, encouraging caution — and rightly so for various reasons — led...

August 08, 2025 by Paul Sedgwick

Central Bankers remain divided on policy decisions

Concerns over whether to focus on economic activity or inflation when it comes to monetary policy are dividing central bankers and policy...

August 06, 2025 by Paul Sedgwick

Markets rebound as PMI data indicates a resilient global economy

Markets rebounded Monday after Friday’s selloff, driven by weak U.S. employment data that boosted expectations of a September rate cut. U.S. 2-year...

August 04, 2025 by Paul Sedgwick

I shot the sherriff, but it was in self defence

What felt like a never-ending bull market came to an abrupt halt on Friday, as once again, August seems to be a...

August 01, 2025 by Paul Sedgwick

A day late and a buck short

A soggy end to the month for markets despite blowout numbers from two of the Mag 7 on Wednesday night, namely Microsoft...

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...

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...

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...

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...

Latest Market Commentary

Flowers grow with the rain

Can you believe its almost November

Its a good life

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

Frank Investments TV, Radio & Press

TV

Podcast

Press

Market Commentary Library

Flowers grow with the rain

Can you believe its almost November

Its a good life

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

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

Credit where credit is due, or maybe not

Why are rare earths rare?

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

A few observations on the market currently

Here is todays news

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

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

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

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

I spread news today’ oh boy

Walking in the Alabama rain

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

Not a pretty picture

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

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

Bring on the Fed next week

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

Last weeks its jobs this week its prices.

The Autumn budget is taking place in winter

My job today is to prepare for tomorrow

Fridays inflation report seemed to seal the deal.

Nvidia a bit of a non event for a change

Summers coming to an end, its been a hot one

I know the sun shining when I close my eyes

I dont care who is right or wrong I just try to understand

Well, go on down to Jackson; go ahead and wreck your health

Will August be a tricky month after all?

“You Press the Button, We Do the Rest” George Eastman, the founder of Kodak, in 1888.

A day late and a bob short

Central Bankers remain divided on policy decisions

Markets rebound as PMI data indicates a resilient global economy

I shot the sherriff, but it was in self defence

A day late and a buck short

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

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

Fund managers get greedy, as tariffs start to bite.

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

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