Latest Market Commentary

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LATEST COMMENTARY

September 13, 2024 by Paul Sedgwick

An impressive recovery this week in the US.

The ECB did cut interest rates this week by the anticipated 25 basis points, as Christine Lagarde suggested that, in her view, the […]

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September 11, 2024 by Paul Sedgwick

Retail optimism a cause for concern?

Nerves were possibly calmed at the start of the week as Janet Yellen, the ex-Federal Reserve Chair and now secretary of state to […]

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September 09, 2024 by Paul Sedgwick

This week the ECB, next week the Fed

Irwin Stelzer, writing in the Sunday Times this weekend, sums up the conundrum most investors are currently grappling with. Precisely how resilient the […]

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September 06, 2024 by Paul Sedgwick

I can see the rain on my window pain

A weak US jobs report later today will turn a polite request from some quarters for the Federal Reserve to cut interest rates […]

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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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September 13, 2024 by Paul Sedgwick

An impressive recovery this week in the US.

The ECB did cut interest rates this week by the anticipated 25 basis points, as Christine Lagarde suggested that, in her view,...

READ MORE
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September 11, 2024 by Paul Sedgwick

Retail optimism a cause for concern?

Nerves were possibly calmed at the start of the week as Janet Yellen, the ex-Federal Reserve Chair and now secretary of state...

READ MORE
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September 09, 2024 by Paul Sedgwick

This week the ECB, next week the Fed

Irwin Stelzer, writing in the Sunday Times this weekend, sums up the conundrum most investors are currently grappling with. Precisely how resilient...

READ MORE
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September 06, 2024 by Paul Sedgwick

I can see the rain on my window pain

A weak US jobs report later today will turn a polite request from some quarters for the Federal Reserve to cut interest...

READ MORE
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September 04, 2024 by Paul Sedgwick

The tech love affair being tested

For the start of September, read the start of August. Neither month is traditionally great for stock investors. August started poorly, as...

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September 02, 2024 by Paul Sedgwick

A fallen leaf is a summers wave goodbye

The S&P 500 finished the month with a modest gain despite the volatility at the start of the month, the yen carry...

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August 30, 2024 by Paul Sedgwick

Don’t look back in anger, I heard you say. Oasis

Summer is drawing to a close; we are now at the end of August. The S&P had its not uncustomary meltdown in...

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August 28, 2024 by Paul Sedgwick

After Powell last week, its Nvidia’s turn this

As we return from what was almost a sunny Bank Holiday Monday, stock markets remain buoyed by the confirmation from Jerome Powell...

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August 23, 2024 by Paul Sedgwick

The answer my friends is blowing in the wind

The minutes of July’s Fed meeting all but confirm what we already assumed: There will be a cut in US interest rates...

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August 21, 2024 by Paul Sedgwick

We can but hope

After eight positive days, markets paused for breath yesterday. Europe took a deeper breath than the US as the FTSE 100 lost...

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August 19, 2024 by Paul Sedgwick

Honey we’ve been talking about Jackson

Four weeks of stock market losses were reversed last week, and the S&P 500 had its best week for a couple of...

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August 16, 2024 by Paul Sedgwick

What was all the fuss about?

What a couple of weeks, had one been on a desert island and come back, you would have wondered what the fuss...

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August 14, 2024 by Paul Sedgwick

Lets face the music and dance

So, last week’s volatility is apparently now well and truly in the rearview mirror. The S&P 500 rose over 1.5% yesterday as...

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August 12, 2024 by Paul Sedgwick

A sense of calm returns ahead of a busy week for data

After all that excitement, the S&P 500 closed the week roughly where it started. Some weak manufacturing data and job numbers coming...

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August 09, 2024 by Paul Sedgwick

And relax, at least for now

After an eventful week, a sense of calm has descended over global stock markets. As of this morning, the S&P 500 is...

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August 07, 2024 by Paul Sedgwick

Opportunities come knocking

A selloff in technology shares has turned into something of a rout for global stocks in the past few days. The latest...

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August 04, 2024 by Paul Sedgwick

The times they may be a changin

It was not a good week for stock markets. The world’s economic barometer, the S&P 500, extended its losses of the past...

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August 02, 2024 by Paul Sedgwick

Dammed if you did, dammed if you did not

So now we know the Bank of England went for it, voting by a small majority in favour of a cut, and...

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July 31, 2024 by Paul Sedgwick

We shall know soon enough

The love affair with this year’s winners is taking a breather. Microsoft joined the list of big tech names that delivered on...

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July 28, 2024 by Paul Sedgwick

Not a time to get burned

The holiday season is on its way, and supposedly, the busiest weekend for airline companies is coming up, as many head for...

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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...

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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,...

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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...

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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...

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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...

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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...

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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,...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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