Market Commentary

Latest Market Commentary

May 15, 2026 by Paul Sedgwick

Fear and Greed

Often, I go on about sentiment, looking for signs of greed or, more likely, fear coming to extreme levels, as this is often […]

May 13, 2026 by Paul Sedgwick

Inflation continues to tick higher, bonds lower

British politics feels like the Clash hit from many years ago. For Mr Starmer, should I stay or should I go now, if […]

May 11, 2026 by Paul Sedgwick

Here we go again

The UK bond market rallied slightly at the end of last week, despite facing the twin threats of the ongoing impact of the […]

May 08, 2026 by Paul Sedgwick

As commentators pour over the local election results, Trump heads to China next week.

Have local elections in the UK been so eagerly anticipated, seen as a possible window on what may happen at the next General […]

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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

May 15, 2026 by Paul Sedgwick

Fear and Greed

Often, I go on about sentiment, looking for signs of greed or, more likely, fear coming to extreme levels, as this is...

May 13, 2026 by Paul Sedgwick

Inflation continues to tick higher, bonds lower

British politics feels like the Clash hit from many years ago. For Mr Starmer, should I stay or should I go now,...

May 11, 2026 by Paul Sedgwick

Here we go again

The UK bond market rallied slightly at the end of last week, despite facing the twin threats of the ongoing impact of...

May 08, 2026 by Paul Sedgwick

As commentators pour over the local election results, Trump heads to China next week.

Have local elections in the UK been so eagerly anticipated, seen as a possible window on what may happen at the next...

May 06, 2026 by Paul Sedgwick

Hope against reality

Some days it feels hard to know where to start. John Authers, this morning, highlights that owning quality stocks, those with strong...

May 01, 2026 by Paul Sedgwick

“As full of spirit as the month of May, and as gorgeuos as the sun in Midsummer” Shakespeare

Go figure, no sign of an end to the conflict, oil prices may be off the highs from yesterday but remain well...

April 29, 2026 by Paul Sedgwick

The Fed and 4 of the Mag 7 meet tonight

Oil up to $110 a barrel; US stocks down, but not by so much: the S&P 500 losing 0.5%, as the Nasdaq...

April 27, 2026 by Paul Sedgwick

Climbing that wall of worry

By the end of Friday afternoon, the S&P 500 had risen 0.8% to close at a fresh record, while the Nasdaq Composite...

April 24, 2026 by Paul Sedgwick

US stocks may be close to record highs, but that does not tell the whole story

We received the flash PMIs for April over the last 48 hours, which offer some insights into how the global economy is...

April 22, 2026 by Paul Sedgwick

Its all rock and roll to me

Peace talks off, oil up, stocks down, another day, another dollar. Debating in the office yesterday, what would happen to the equity...

April 20, 2026 by Paul Sedgwick

Theres a lot going on this week, buckle up

Despite the ceasefire still in place, over the weekend, foreign ships came under Iranian fire, and US forces seized an Iranian ship....

April 17, 2026 by Paul Sedgwick

Whats new pussy cat

Almost every economic commentary you listen to or read has the conflict in Iran as its headline, I guess with good reason,...

April 15, 2026 by Paul Sedgwick

Nasdaq up for 10 straight days.

It would appear that stock markets have shrugged off the fears of March and, once again, are happy to climb the wall...

April 13, 2026 by Paul Sedgwick

The deal is no deal, for now at least.

The hope that the worst of the conflict may be behind us helped stocks and bonds stage a decent recovery last week....

April 10, 2026 by Paul Sedgwick

Markets hang onto the gains

Experience tells me to be wary of a rally such as the one that took place on Wednesday, post the announcement of...

April 08, 2026 by Paul Sedgwick

And I believe it could be, Something good has began. Bob Dylan

And we are back after the Easter break. Yesterday, we woke to the threats of the demolition of a civilisation never to...

April 01, 2026 by Paul Sedgwick

Happy Easter everyone

As we embark on a new month and quarter, the past 3 months have been a tale of two halves: the first...

March 30, 2026 by Paul Sedgwick

Stock traders have become oil price watchers

Anyone watching Landman, a gritty Paramount series about the lives of modern oil prospectors. At the start of Episode 10 of Series...

March 27, 2026 by Paul Sedgwick

Ouch that hurts

Yesterday, back to stocks down and oil up, trying to trade the commentary coming from all quarters on a daily basis is...

March 25, 2026 by Paul Sedgwick

Know when to hold and when to fold

TACO man may be starting to twitch, which is a good thing. The one thing Trump does not like to see, like...

March 23, 2026 by Paul Sedgwick

Equity and bond investors continue to fear the worst.

There seems to be little one can add at these times; stock markets continue to react to the ongoing threat between America...

March 20, 2026 by Paul Sedgwick

Central Banks have no more of a clue than we do

You can hardly turn a page of a newspaper (for those who still read the printed word) or watch a news channel...

March 18, 2026 by Paul Sedgwick

Central Banks will be in wait and see mode

Stock markets are at the beck and call of oil prices; was ever thus. If oil stays around $100 a barrel, where...

March 16, 2026 by Paul Sedgwick

This week, we get to hear what the Central Banks think of the events of the past weeks.

Understandably, the weekend press was dominated, almost to the exclusion of anything else, by the events in the Middle East. The fact...

March 13, 2026 by Paul Sedgwick

Commodity prices remains the focus

The ongoing conflict continues to drive stocks and bonds lower and oil prices higher, despite efforts to the contrary. The IEA’s announcement...

March 11, 2026 by Paul Sedgwick

Trump says its all over,

On Monday, Trump declared, ” The war is almost complete, despite Pete Hegseth’s warning that Tuesday and Wednesday would see the most...

March 09, 2026 by Paul Sedgwick

Oil spikes up stocks tumble down where have we seen that before?

Only one thing matters when it comes to stock markets and geopolitics: what is the impact on the oil price? As we...

March 06, 2026 by Paul Sedgwick

Its all rotating back again.

There is a fairly consensual view among market commentators on the potential impact of this geopolitical shock on markets, but it’s hard...

March 04, 2026 by Paul Sedgwick

Patience is a virtue

Part of the reason I spend so much of my time writing these blogs is to put my experiences in words so...

March 02, 2026 by Paul Sedgwick

Capital markets react to the news

Geopolitics will be the name of the stock market game for the coming days as America and Israel follow up on their...

February 27, 2026 by Paul Sedgwick

The themes that dominated the month continue into month end

Most of the themes that have dominated the month seem to continue right up to the month’s end. A perfectly acceptable set...

February 25, 2026 by Paul Sedgwick

IBM becomes the latest victim of the AI scare trade

US stocks got the Monday blues again, perm any one of several reasons. Fears over AI spending were reignited after Mike Burry,...

February 23, 2026 by Paul Sedgwick

The Supreme Court ruled against Trump, he did not take it well.

What a headache has been created: On Friday, the Supreme Court ruled that tariffs were illegal and that Trump overstepped his authority...

February 20, 2026 by Paul Sedgwick

The Fed on hold for now

The minutes from the January Fed meeting indicated a reluctance, on balance, to sanction further interest rate cuts, with inflation remaining ahead...

February 18, 2026 by Paul Sedgwick

ITs a funny old world

The Empire State Manufacturing Index fell to 7.1, indicating that manufacturing activity continued to expand modestly in New York State and that...

February 16, 2026 by Paul Sedgwick

Another eventful week to look forward to

The news on Friday that consumer price inflation was lower than market expectations added to hopes that the Federal Reserve will have...

February 13, 2026 by Paul Sedgwick

Another British institution heads across the pond

Where to start today’s missive? Firstly, Schroders is a British Merchant bank steeped in history, one traditionally with close connections to the...

February 11, 2026 by Paul Sedgwick

Add value to my day

I have a good friend who, when I occasionally met him at the end of the day and sat down with him,...

February 09, 2026 by Paul Sedgwick

Mac and Coke to go please

What a week that was, what a start to the year for portfolio managers, one that clearly demonstrates the benefits of a...

February 06, 2026 by Paul Sedgwick

Up the stairs and down the elevator

The stock market is never dull, and the start to this year has been more entertaining than most. The S&P 500 may...

February 03, 2026 by Paul Sedgwick

The Genie’s out of the bottle

Anything whose business model the market fears AI could disrupt had already been under the cosh in the past year and took...

February 02, 2026 by Paul Sedgwick

The precious metal sell off seems to have led to a broader reaction

Confirmation of Warsh as the next chairman of the Fed was the excuse for the dollar to appreciate and for gold, precious...

Latest Market Commentary

Fear and Greed

Inflation continues to tick higher, bonds lower

Here we go again

As commentators pour over the local election results, Trump heads to China next week.

Frank Investments TV, Radio & Press

TV

Podcast

Press

Market Commentary Library

Fear and Greed

Inflation continues to tick higher, bonds lower

Here we go again

As commentators pour over the local election results, Trump heads to China next week.

Hope against reality

“As full of spirit as the month of May, and as gorgeuos as the sun in Midsummer” Shakespeare

The Fed and 4 of the Mag 7 meet tonight

Climbing that wall of worry

US stocks may be close to record highs, but that does not tell the whole story

Its all rock and roll to me

Theres a lot going on this week, buckle up

Whats new pussy cat

Nasdaq up for 10 straight days.

The deal is no deal, for now at least.

Markets hang onto the gains

And I believe it could be, Something good has began. Bob Dylan

Happy Easter everyone

Stock traders have become oil price watchers

Ouch that hurts

Know when to hold and when to fold

Equity and bond investors continue to fear the worst.

Central Banks have no more of a clue than we do

Central Banks will be in wait and see mode

This week, we get to hear what the Central Banks think of the events of the past weeks.

Commodity prices remains the focus

Trump says its all over,

Oil spikes up stocks tumble down where have we seen that before?

Its all rotating back again.

Patience is a virtue

Capital markets react to the news

The themes that dominated the month continue into month end

IBM becomes the latest victim of the AI scare trade

The Supreme Court ruled against Trump, he did not take it well.

The Fed on hold for now

ITs a funny old world

Another eventful week to look forward to

Another British institution heads across the pond

Add value to my day

Mac and Coke to go please

Up the stairs and down the elevator

The Genie’s out of the bottle

The precious metal sell off seems to have led to a broader reaction

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