Latest Market Commentary

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LATEST COMMENTARY

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 a […]

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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 week. […]

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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 the […]

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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 dollars […]

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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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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...

READ MORE
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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...

READ MORE
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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...

READ MORE
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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...

READ MORE
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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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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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,...

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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...

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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...

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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...

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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...

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