Market Commentary

Latest Market Commentary

July 26, 2024 by Paul Sedgwick

The rotation continues

Having had quite an extended period of low volatility and despite what appears overall to be an earnings season that is meeting analyst […]

July 24, 2024 by Paul Sedgwick

For such a simple man please tell me what we have learned Supertramp

Earnings season is in full swing, with a myriad of companies reporting yesterday from all walks of life. Defence, technology, logistics, medical, aerospace, […]

July 22, 2024 by Paul Sedgwick

Markets set to open steady as Biden bows out

The past week has seen a general cooling in US markets as the Nasdaq index continues to correct itself. The Vix fear indexes […]

July 19, 2024 by Paul Sedgwick

Trump accepts his third nomination

The selloff in tech shares continues; an attempted bounce after a near 3% fall the previous day in the Nasdaq fizzled out as […]

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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

July 26, 2024 by Paul Sedgwick

The rotation continues

Having had quite an extended period of low volatility and despite what appears overall to be an earnings season that is meeting...

July 24, 2024 by Paul Sedgwick

For such a simple man please tell me what we have learned Supertramp

Earnings season is in full swing, with a myriad of companies reporting yesterday from all walks of life. Defence, technology, logistics, medical,...

July 22, 2024 by Paul Sedgwick

Markets set to open steady as Biden bows out

The past week has seen a general cooling in US markets as the Nasdaq index continues to correct itself. The Vix fear...

July 19, 2024 by Paul Sedgwick

Trump accepts his third nomination

The selloff in tech shares continues; an attempted bounce after a near 3% fall the previous day in the Nasdaq fizzled out...

July 17, 2024 by Paul Sedgwick

And then there were three, maybe

The trend started last week after the better-than-expected CPI data; a flattening of the yield curve as longer rates rose relative to...

July 15, 2024 by Paul Sedgwick

markets remain calm after shocking weekend

The world woke up to the shocking and appalling news that There had been an attempt on Donald Trump’s life. It’s hard...

July 12, 2024 by Paul Sedgwick

Tech takes a knock as value bounces back

After yesterday’s better-than-expected inflation report, the market is now pricing in the near certainty of a US rate cut in September. However,...

July 10, 2024 by Paul Sedgwick

Oh to be in England now that summer is here

Stocks continue to creep higher in the US despite Mr Powell’s non-committal comments on the first day of his two-day testimony. Long...

July 08, 2024 by Paul Sedgwick

A busy week ahead, earnings and inflation the focus and the semi final

So far, the bond and currency markets have taken the news of the changing of the guard at No10 positively. Both sterling,...

July 05, 2024 by Paul Sedgwick

Landslide, mind out below

The UK will not be waking up to much of a shock today; the polls got it spot on as the Labour...

July 03, 2024 by Paul Sedgwick

I said it before and I say it again, watch the bond market.

Americans are 24 hours away from a day off for Independence day, and the Brits from a sweeping change in government, if...

July 01, 2024 by Paul Sedgwick

Politics dominates the headlines

The first half of 2024 has proved another one in which those overweight techs have done well, and those with a more...

June 28, 2024 by Paul Sedgwick

The first half of the year is almost done.

This is the last trading day of the first half of 2024, another year speeding by. In the past six months, economic...

June 26, 2024 by Paul Sedgwick

“The sun has got his hat on hip-hip-hip hooray” Ambrose

The correction in the Nvidia share price that started last week continued into the start of this week, in the process, wiped...

June 24, 2024 by Paul Sedgwick

Another week another dollar and the sun is shining

We are 12 days away from the General Election, and UK markets appear remarkably relaxed ahead of it. The FTSE 100 gained...

June 21, 2024 by Paul Sedgwick

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...

June 19, 2024 by Paul Sedgwick

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...

June 17, 2024 by Paul Sedgwick

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...

June 14, 2024 by Paul Sedgwick

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...

June 12, 2024 by Paul Sedgwick

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...

June 10, 2024 by Paul Sedgwick

“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...

June 07, 2024 by Paul Sedgwick

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...

June 05, 2024 by Paul Sedgwick

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...

June 03, 2024 by Paul Sedgwick

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...

May 31, 2024 by Paul Sedgwick

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...

May 29, 2024 by Paul Sedgwick

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...

May 24, 2024 by Paul Sedgwick

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...

May 22, 2024 by Paul Sedgwick

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...

May 20, 2024 by Paul Sedgwick

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...

May 17, 2024 by Paul Sedgwick

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...

May 15, 2024 by Paul Sedgwick

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...

May 13, 2024 by Paul Sedgwick

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...

May 10, 2024 by Paul Sedgwick

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,...

May 08, 2024 by Paul Sedgwick

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...

May 03, 2024 by Paul Sedgwick

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...

May 01, 2024 by Paul Sedgwick

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...

April 29, 2024 by Paul Sedgwick

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...

April 26, 2024 by Paul Sedgwick

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...

April 24, 2024 by Paul Sedgwick

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...

April 21, 2024 by Paul Sedgwick

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...

April 19, 2024 by Paul Sedgwick

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...

April 17, 2024 by Paul Sedgwick

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...

Latest Market Commentary

The rotation continues

For such a simple man please tell me what we have learned Supertramp

Markets set to open steady as Biden bows out

Trump accepts his third nomination

Frank Investments TV, Radio & Press

TV

Podcast

Press

Market Commentary Library

The rotation continues

For such a simple man please tell me what we have learned Supertramp

Markets set to open steady as Biden bows out

Trump accepts his third nomination

And then there were three, maybe

markets remain calm after shocking weekend

Tech takes a knock as value bounces back

Oh to be in England now that summer is here

A busy week ahead, earnings and inflation the focus and the semi final

Landslide, mind out below

I said it before and I say it again, watch the bond market.

Politics dominates the headlines

The first half of the year is almost done.

“The sun has got his hat on hip-hip-hip hooray” Ambrose

Another week another dollar and the sun is shining

The first cut is the hardest

UK inflation back to 2% year over year

Election fever hurting stocks in Europe

Join the dots

The French disconnection

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

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

Never knowing what to cling to when the rain comes in

Hey June

I’ll do my crying in the rain

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

So now we know

From underneath a tree we watch the sky

Here comes summer

Summer time and the living is easy, we hope

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

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

Bring me sunshine, bring me laughter, bring me joy

Many a slip between cup and lip

Bank holiday it must be rain

What will Powell say tonight? That is the question

No rest for the wicked again this week.

Double, double toil and trouble: Fire burn, and cauldron bubble

Never a dull moment

The long and winding road that leads to your door will never disappear

Thinking Fast and Slow, a must read

European stocks take a hit

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