Latest Market Commentary

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LATEST COMMENTARY

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 face […]

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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 easing […]

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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, generally […]

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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. Iran […]

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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 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...

READ MORE
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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...

READ MORE
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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,...

READ MORE
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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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April 14, 2025 by Paul Sedgwick

The bulls are back in charge, for now at least.

After a week where Mr Trump found out who is actually the boss, its the bond market, this week is starting where...

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April 11, 2025 by Paul Sedgwick

When the thunderstorms pass eventually the sun comes out.

Markets 1 Donald 0; as is always the case, the market wins after a roller-coaster week. The rise in 10-year treasury yields...

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April 09, 2025 by Paul Sedgwick

How this resolves itself is hard to know, but it will.

A faint hope that Trump would offer some reprieve at the last minute led to a relief rally at the start of...

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April 07, 2025 by Paul Sedgwick

As Dickens said the worst of times is the best of times

Those waking up this morning hoping for some good news, some signs that parties were looking to compromise or negotiate, will be...

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April 04, 2025 by Paul Sedgwick

Liberation day turned into obliteration day.

In one sense, the new administration achieved what they set out to do: the dollar and oil were down, the cost to...

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April 02, 2025 by Paul Sedgwick

Liberation Day brace yourself

We indicated on Monday that a bounce from the oversold levels the US equity market had reached was on the cards, so...

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March 31, 2025 by Paul Sedgwick

April showers they say, it can also bring sunshine

Wall Street finished the week in a bad mood. A combination of a weak consumer report and the core Personal Consumption Expenditures price index...

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March 28, 2025 by Paul Sedgwick

Oh to be in England now that Aprils here

How quickly has the conclusion of the first quarter come about? It is one that has not panned out as many expected...

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March 26, 2025 by Paul Sedgwick

Borrowing costs in the UK continue to rise

Do you want the good news or the bad news? The good news was that the monthly US services Purchasing Manager Survey...

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March 24, 2025 by Paul Sedgwick

Wil Rachael test her Golden Rule

This week, Rachael Reeves will deliver her sprig statement, in which she will attempt to find a way to follow Gordon Brown’s...

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March 21, 2025 by Paul Sedgwick

Rates unchanged despite growth uncertainties

Despite concerns expressed by the Bank of England and the Federal Reserve about the underlying strength of their own and the broader...

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March 19, 2025 by Paul Sedgwick

Tickets please all change

For many, the pain trade continues as US stocks, particularly technology stocks, seek support, while Stocks in Europe, especially German ones, find...

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