Market Commentary

Latest Market Commentary

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 Department […]

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 polarise […]

November 18, 2024 by Paul Sedgwick

Trump trade takes a breather as the market focus turns to inflation fears

The adrenalin rush for US stocks came to a halt this week as the S&P 500 and the treasury market reacted to Powell’s […]

November 15, 2024 by Paul Sedgwick

Weak growth has the market unimpressed

In his speech last night, Jerome Powell might be backing off the idea of a Fed cut in December. October CPI and PPI […]

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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

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...

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...

November 18, 2024 by Paul Sedgwick

Trump trade takes a breather as the market focus turns to inflation fears

The adrenalin rush for US stocks came to a halt this week as the S&P 500 and the treasury market reacted to...

November 15, 2024 by Paul Sedgwick

Weak growth has the market unimpressed

In his speech last night, Jerome Powell might be backing off the idea of a Fed cut in December. October CPI and...

November 13, 2024 by Paul Sedgwick

Tomorrow is yesterday today

The adrenaline rush in US stocks has been on since the US election result came to a halt yesterday, as stocks in...

November 11, 2024 by Paul Sedgwick

Back to life, back to reality

It was a very busy week with the weekend press full of the implications of a Trump second term. One can easily...

November 08, 2024 by Paul Sedgwick

Trump two, equity and bond markets had opposing views

We now know, and by a resounding victory, that Mr Trump will be the next President of the United States, again defying...

November 06, 2024 by Paul Sedgwick

America goes to the polls

By the time anyone reads this, we may know who will hold the keys to the White House for the next four...

November 04, 2024 by Paul Sedgwick

Whats new pussy cat

For better or worse, for richer or poorer, we now know the outcome of the budget and who is taking over the leadership...

November 01, 2024 by Paul Sedgwick

Just keep moving down the bumpy road

That was not much of a month for bond or equity investors here or across the pond. US treasuries fell as the...

October 30, 2024 by Paul Sedgwick

Water in the freezer ultimately becomes ice.

The day has finally arrived; we will find out what Ms Reeves has in store. I have been reading Sapiens, written by...

October 28, 2024 by Paul Sedgwick

“Me and my guitar will sing to you, Oh little Rachael oh”, Eric Clapton

Tesla’s results helped drag the NASDAQ back into positive territory by the end of the week; however, it failed to pull the...

October 25, 2024 by Paul Sedgwick

The wait is nearly over

Tesla helped stocks recover on Thursday. The stock rose over 20% on the day after the company reported better earnings than expected...

October 23, 2024 by Paul Sedgwick

Watch out that those wings do not melt

JP Morgan strategists claim the stock market has more to run, while Goldman’s says the best days for returns are behind us,...

October 21, 2024 by Paul Sedgwick

Stocks expensive, investors remain bullish, here comes another week

The S&P 500 managed another positive week, if only just. It is still early days for the earnings season, and so far,...

October 18, 2024 by Paul Sedgwick

Another day another dollar

Predicted by almost everyone who predicts these things anyway, as the headline rate of inflation fell below 2% and growth in the...

October 16, 2024 by Paul Sedgwick

Theres good news and theres other news

Earnings season is producing a mixed bag. Banks have done well; anything consumer-influenced, not so much. Semiconductor chips for anything AI-related have...

October 14, 2024 by Paul Sedgwick

Ready for another week?

Despite US treasury yields rising across the curve this month, US equity prices continue to hold their own. With most sectors making...

October 11, 2024 by Paul Sedgwick

We are all going on a summer holiday, no more worries for a week or two.

Today, the focus will be on JP Morgan’s earnings report, which will include Jamie Dimon’s comments about the general state of the...

October 09, 2024 by Paul Sedgwick

S&P fights back as oil slips back

The S&P 500 showed all the signs of repeating the last two months by starting the month on a negative note and...

October 07, 2024 by Paul Sedgwick

US equities running out of steam?

Friday’s US jobs report suggested an employment market in rude health, as almost 100,000 more jobs were created last month than the...

October 04, 2024 by Paul Sedgwick

Ladies and Gents oil muddies the water

The price of oil, which so far has shown surprisingly limited reaction to the ongoing conflict in the Middle East, did jump...

October 02, 2024 by Paul Sedgwick

Plenty to focus on for investors

So far, the threat of increased geopolitical tensions has had a limited impact on global equity markets or the oil price. Some...

September 30, 2024 by Paul Sedgwick

Q4, how did we get there so quickly

Stock market porridge is tasting just right; Friday’s US PCE index, as any journalist cannot fail to add, “the Fed’s preferred measure...

September 27, 2024 by Paul Sedgwick

The cup spilith over

The sense of optimism around the globe for stocks was very apparent as we look forward to the final quarter of the...

September 25, 2024 by Paul Sedgwick

Chinese authorities another attempt to boost the flagging economy

Wall Street managed its 41st high this year as the Chinese authorities attempted once again to reignite their economy. One Bloomberg journalist...

September 23, 2024 by Paul Sedgwick

You got to know when to hold them, and know when to fold them

The debate amongst financial journalists has gone from whether it will be 25bp or 50bp, now we know it is 50bp, to...

September 20, 2024 by Paul Sedgwick

Powells cup is more than half full

Jerome Powell’s cup was not half full but overflowing with joy as he described the prospect of inflation heading back down to...

September 18, 2024 by Paul Sedgwick

Its a new dawn a new day and I’m feeling good

We will get the Fed’s decision later today. Will it be 50bp or 25bp? The danger is that whatever the Fed does...

September 16, 2024 by Paul Sedgwick

In a tree by the brook, there’s a songbird who sings,sometimes all of our thoughts are misgiven. Led Zep

Last week’s further fall in the headline US inflation increased the odds of 50bp. Ahead of their meeting, we get US retail...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Latest Market Commentary

Use it or lose it

Nvidia tonight, are they now more important than the Fed

Trump trade takes a breather as the market focus turns to inflation fears

Weak growth has the market unimpressed

Frank Investments TV, Radio & Press

TV

Podcast

Press

Market Commentary Library

Use it or lose it

Nvidia tonight, are they now more important than the Fed

Trump trade takes a breather as the market focus turns to inflation fears

Weak growth has the market unimpressed

Tomorrow is yesterday today

Back to life, back to reality

Trump two, equity and bond markets had opposing views

America goes to the polls

Whats new pussy cat

Just keep moving down the bumpy road

Water in the freezer ultimately becomes ice.

“Me and my guitar will sing to you, Oh little Rachael oh”, Eric Clapton

The wait is nearly over

Watch out that those wings do not melt

Stocks expensive, investors remain bullish, here comes another week

Another day another dollar

Theres good news and theres other news

Ready for another week?

We are all going on a summer holiday, no more worries for a week or two.

S&P fights back as oil slips back

US equities running out of steam?

Ladies and Gents oil muddies the water

Plenty to focus on for investors

Q4, how did we get there so quickly

The cup spilith over

Chinese authorities another attempt to boost the flagging economy

You got to know when to hold them, and know when to fold them

Powells cup is more than half full

Its a new dawn a new day and I’m feeling good

In a tree by the brook, there’s a songbird who sings,sometimes all of our thoughts are misgiven. Led Zep

An impressive recovery this week in the US.

Retail optimism a cause for concern?

This week the ECB, next week the Fed

I can see the rain on my window pain

The tech love affair being tested

A fallen leaf is a summers wave goodbye

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

After Powell last week, its Nvidia’s turn this

The answer my friends is blowing in the wind

We can but hope

Honey we’ve been talking about Jackson

What was all the fuss about?

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