Latest Market Commentary

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LATEST COMMENTARY

November 26, 2025 by Paul Sedgwick

Reeves to put her stamp of authority, watch the bond market and sterlings reaction.

Stocks rose yesterday, as they do almost without fail, the week into Thanksgiving. It’s been quite a recovery for the S&P 500 over […]

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November 24, 2025 by Paul Sedgwick

Its budget week

The week we have all been waiting for in the UK, Rachel Reeves’ budget on Wednesday. The last attempt was over a year […]

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November 21, 2025 by Paul Sedgwick

A roller coaster of a day

Initially, everything happened pretty much as one would expect in stock markets post the Nvidia numbers. After a 15% correction to the stock […]

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November 19, 2025 by Paul Sedgwick

Market sentiment continues to weaken

As of last night’s close, we have had a near 5% correction in the S&P 500 and an over 6% correction in the […]

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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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November 26, 2025 by Paul Sedgwick

Reeves to put her stamp of authority, watch the bond market and sterlings reaction.

Stocks rose yesterday, as they do almost without fail, the week into Thanksgiving. It’s been quite a recovery for the S&P 500...

READ MORE
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November 24, 2025 by Paul Sedgwick

Its budget week

The week we have all been waiting for in the UK, Rachel Reeves’ budget on Wednesday. The last attempt was over a...

READ MORE
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November 21, 2025 by Paul Sedgwick

A roller coaster of a day

Initially, everything happened pretty much as one would expect in stock markets post the Nvidia numbers. After a 15% correction to the...

READ MORE
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November 19, 2025 by Paul Sedgwick

Market sentiment continues to weaken

As of last night’s close, we have had a near 5% correction in the S&P 500 and an over 6% correction in...

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November 18, 2025 by Janet M

Companies House Director ID Rules: Identity Verification requirements explained and how Frank Investments can help

From 18 November 2025, all company directors and persons of significant control (PSCs) must complete identity verification with Companies House, before they...

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November 16, 2025 by Paul Sedgwick

Milkshakes the flavour of the day.

A volatile week for stocks and bonds, as US indexes experienced their largest losses in a month. There was a partial recovery...

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November 14, 2025 by Paul Sedgwick

Fear and greed two sides of the same coin

The bears rode into town again on Thursday. I blame the Federal Reserve; actually, I don’t, but everyone else in the financial...

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November 12, 2025 by Paul Sedgwick

Wednesdays child is full of woe.

An interesting article in yesterday’s Financial Times suggests that fixed-income investors are becoming more discerning when allocating investments into the new digital...

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November 09, 2025 by Paul Sedgwick

Long neck bottle, let go of my hand

My football team was thumped, and stocks around the globe took a bit of a beating last week, so it was all...

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November 07, 2025 by Paul Sedgwick

I am for ever blowing bubbles

The S&P 500, led by the Nasdaq, had a poor day, adding to the ongoing debate about whether tech stocks are in a...

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November 05, 2025 by Paul Sedgwick

Forewarned is forearmed they say

The end is nigh is the call of the day, as Palantir, one of the hottest AI stocks, saw its earnings beat...

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November 03, 2025 by Paul Sedgwick

And the beat goes on

And so it is November, despite a lacklustre end to the month, stocks around the globe finish close to their all-time highs....

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October 31, 2025 by Paul Sedgwick

Lets set sail and never leave dry land

Another month draws to a close. This week, the Federal Reserve delivered the 25-basis-point cut that was expected. Jerome Powell added a...

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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...

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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...

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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...

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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...

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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,...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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%....

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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...

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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...

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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,...

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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...

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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...

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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...

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