Latest Market Commentary

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LATEST COMMENTARY

March 10, 2025 by Paul Sedgwick

Last week was about jobs this week is about inflation.

After a volatile week, which saw the US markets have their worst week in 6 months, it felt that a bounce in US […]

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March 07, 2025 by Paul Sedgwick

“The only thing that makes life possible is permanent, intolerable uncertainty: not knowing what comes next.”

This has not been much of a week for bond or equity investors.  German bund yields rose dramatically as the new government announced […]

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March 05, 2025 by Paul Sedgwick

Is any one else suffering from hayfever?

It’s been a bad start to March for stocks, as Trump’s tariff threats have put the skids under stocks and the “safe haven […]

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March 03, 2025 by Paul Sedgwick

Lets March on

It was a better end to a month that saw most of the gains for the year for US stocks given back during […]

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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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March 10, 2025 by Paul Sedgwick

Last week was about jobs this week is about inflation.

After a volatile week, which saw the US markets have their worst week in 6 months, it felt that a bounce in...

READ MORE
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March 07, 2025 by Paul Sedgwick

“The only thing that makes life possible is permanent, intolerable uncertainty: not knowing what comes next.”

This has not been much of a week for bond or equity investors.  German bund yields rose dramatically as the new government...

READ MORE
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March 05, 2025 by Paul Sedgwick

Is any one else suffering from hayfever?

It’s been a bad start to March for stocks, as Trump’s tariff threats have put the skids under stocks and the “safe...

READ MORE
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March 03, 2025 by Paul Sedgwick

Lets March on

It was a better end to a month that saw most of the gains for the year for US stocks given back...

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February 28, 2025 by Paul Sedgwick

It all feels a little flat

According to Nvidia’s CEO, demand is “amazing.” That may be so, but demand for the shares is waning, as the stock fell...

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February 26, 2025 by Paul Sedgwick

Spring will soon be in the air,

US stocks are having a bad run after the fourth consecutive day of declines, with tech having another worse-than-average day, weighing on...

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February 24, 2025 by Paul Sedgwick

Ask me no questions and I will tell you no lies

European stocks, particularly German ones, are set for a positive start, as Friedrich Merz’s Conservatives have won Germany’s election, and the AfD...

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February 21, 2025 by Paul Sedgwick

When the grey skies turn to blue, meet me on a bright and windy day. Chris Rea

A large, well-known US retailer’s shares fell around 6% after posting numbers that just about met expectations whilst offering a slightly cautious...

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February 19, 2025 by Paul Sedgwick

Five years on

Deciding what to write can sometimes be testing; I am grateful again to Mr Authers for pointing out that on this day...

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February 17, 2025 by Paul Sedgwick

A raft of UK economic data this week

US equity markets remain close to historic highs despite an inflationary report that pointed to inflation rates remaining stubbornly above the Fed’s...

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February 14, 2025 by Paul Sedgwick

Prices rising, stocks rising the underlying economic picture in the US trending lower

Without going into the details, and probably to no real surprise, the release of the latest monthly US inflation data exceeded expectations....

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February 12, 2025 by Paul Sedgwick

Yesterdays paper telling yesterdays news

Despite the daily slew of headline news, much of which has the potential to rattle investor sentiment, equity and bond markets remain...

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February 10, 2025 by Paul Sedgwick

“Worrying Is as effective as trying to solve an algebra equation by chewing Bubble gum” Baz Luhrmann

While US corporate earnings have been the focus over the past few weeks, this week’s focus will turn back to macroeconomics, particularly...

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February 07, 2025 by Paul Sedgwick

Optimism abounds

As widely predicted, the Bank of England cut interest rates by 25 basis points, and with its latest economic review, it forecasts...

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February 05, 2025 by Paul Sedgwick

Truflation and Acquired take a look

Trump’s 2nd term is causing a stir, that’s for sure; a day does not go by without him making headlines of one...

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February 02, 2025 by Paul Sedgwick

DeepSeek, the 6 million dollar man

So the first-month ends, in some ways, not the most eventful but maybe thought-provoking. So far, Trump got the benefit of the...

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January 31, 2025 by Paul Sedgwick

An eventful start to 2025

An eventful end to the month looks like ending as it started on a positive note, with the impact of the DeepSeek...

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January 29, 2025 by Paul Sedgwick

Come gather round people where ever you roam

As the week started, the focus was on what the Fed would do, how Powell would handle his first press conference with...

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January 27, 2025 by Paul Sedgwick

The answer my friend is blowing in the wind

Trump 2.0 is in full swing, and global stock markets generally applauded his return. The S&P 500 gained almost 2% in the...

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January 24, 2025 by Paul Sedgwick

Powell v Trump let the fun begin

The triumphant return of Mr Trump’s return to the White House saw US equity markets return to record highs last seen at...

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January 22, 2025 by Paul Sedgwick

The S&P 500 a lesson in concerntration

A recent article in the Financial Times highlighted the fund flows away from active funds to passive ETFs; last year, 500 billion...

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January 20, 2025 by Paul Sedgwick

Well, she was an American girl Raised on promises Tom Petty

Equity and bond markets had not had the best of ends to 2024 or the best of starts to 2025. However, last...

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January 17, 2025 by Paul Sedgwick

An eventful week comes to a close

An eventful week comes to an end. In summary, the US banks delivered some strong earnings reports, setting a promising start to...

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January 15, 2025 by Paul Sedgwick

Rachel Reeves gets a little breathing space

Yesterday’s Producer Price Index reported a 0.2% month-on-month rise in output prices against the expected 0.3%. Year over year, prices rose by...

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January 13, 2025 by Paul Sedgwick

The holiday season ends here

There was an adage that stronger employment numbers were bad for equity markets and vice versa; why? Simply because strong employment indicated...

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January 10, 2025 by Paul Sedgwick

“We must adjust to changing times and still hold to unchanging principles.” Jmiity Carter

There is a sense of irony in the UK today; not so long ago, Liz Truss’s government was vilified for presenting a...

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January 08, 2025 by Paul Sedgwick

No body cares till they do

The year is starting rather as it ended 2024, generally with the US economy appearing to be resilient and the market becoming...

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January 06, 2025 by Paul Sedgwick

Plenty to focus on as the New Year starts

The year-end Santa Rally fizzled out. Indeed, the All World Country Index fell just over 2% in December, dragging the index lower...

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December 20, 2024 by Paul Sedgwick

The Fed finishes 2024 rather as it ended 2023

This will probably be my last post of the year as I take a break over the festive period 2024. The US...

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December 18, 2024 by Paul Sedgwick

To cut or not to cut that is the question

Ahead of the Fed later today and the Bank of England tomorrow, both central banks have been given reasons why they could...

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December 16, 2024 by Paul Sedgwick

Will the Bank of England deliver some Christmas cheer?

The final full week before the Christmas break will not be a quiet one. The central banks of the US and UK...

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December 13, 2024 by Paul Sedgwick

Whats going on

A colleague and I have just spent two days at a Nasdaq investor conference, where we met with a varied selection of...

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December 11, 2024 by Paul Sedgwick

Bitcoin, one way to look at it

Bitcoin is a divisive topic; some believe in it, and others think it is just another example of a speculative bubble, the...

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December 09, 2024 by Paul Sedgwick

The bears are hibernating for winter it would seem.

Before we discuss the events of the past week and the week ahead, I want to point you to a piece we...

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December 06, 2024 by Paul Sedgwick

Theres a kind of hush

The last month of the year feels like it has started where the previous months left off on a positive note. Just...

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December 04, 2024 by Paul Sedgwick

A rising tide does not flaot my boat

Monthly retail sales data recorded a sharp drop in November, which is probably further evidence that the nation is concerned about the...

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December 02, 2024 by Paul Sedgwick

The bulls are on a charge

Despite concerns about interest rates, tariffs, and some mixed economic data, as the Citi economic surprise index shows signs of rolling over...

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November 29, 2024 by Paul Sedgwick

Happy Thanksgiving

So the saying goes: When the US economy sneezes, the world catches a cold. Likewise, when Wall Street takes a day off,...

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November 27, 2024 by Paul Sedgwick

Trump reassures markets with the appointment of a heavy weight as Treasury secretary

Media comments from Donald Trump briefly rattled the market as he appeared to double down on his tariff threats. Trump pledged on...

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November 25, 2024 by Paul Sedgwick

Buffets cashing in as many investors go to the races.

Last week’s rather indifferent UK economic data did not stop the FTSE 100 from having one of its best weeks in a...

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November 22, 2024 by Paul Sedgwick

Use it or lose it

Nvidia, post the results was probably the least exciting thing that happened to technology shares yesterday as the news that the US...

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November 20, 2024 by Paul Sedgwick

Nvidia tonight, are they now more important than the Fed

Tonight, Nvidia reports its earnings; some commentators apparently consider the report more important than the Fed’s rate decision. Some investment opportunities often...

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