True Potential Morning Markets

Kevin Kidney, Head of Investments, discusses the upcoming inflation and employment figures from the UK, with expectations that the data may lead the Bank of England to being raising interest rates in November

Kevin Kidney, Head of Investments, and Harry Southren, Investment Analyst, discuss inflation pressures on both the consumer and industry, after the recent release of US inflation data, as well as a reflection on bank earnings in both the US and UK.

Harry Southren, Investment Analyst, discusses the resilience of equity markets, developments in bond markets, as well as a look ahead to upcoming inflation data and company earnings announcements.

George Bell and Paul Durrans, Investment Directors, discuss what is driving the moves in bond markets, and how the economic backdrop plays in to why this is occurring, as well as a look into the recent stabilisation of inflation expectations and the political climate affecting the French bond market.

Kevin Kidney, Head of Investments, discusses the strong growth backdrop in the US, underpinned by strong AI earnings, and the effect this is having on bond markets.

George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss the impact of US inflation on interest rate expectations, the health of the UK economy, and US corporate earnings, with a particular focus on AI companies.

Amanda Whitecross, Investment Director, discusses the continuing volatility seen in bond markets, as well as the upcoming US Non-farm payrolls data, which will be critical in the Federal Reserve’s potential interest rate decision in October.

Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss an apparent upswing in US growth, as well as inflationary pressures which have validated the Federal Reserve’s interest rate hike decision. They also discuss why these conditions have been good for equity markets which are near all-time highs.

Kevin Kidney, Head of Investments, reflects on the rise in bond yields, as well as rising inflation and interest rates, against the backdrop of global equities and a strong outlook on global earnings.

Paul Durrans and Amanda Whitecross, Investment Directors, discuss the Federal Reserve’s decision to raise interest rates and the market reaction, as well as decision from the Bank of England, and the recent comments from AI leaders on safeguards and slowing the rate of development.

Harry Southren, Investment Analyst, discusses the sharp rise in global government bond yields, the driving factors for this, and the expectations for central banks ahead of major meetings this week.

Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the turbulence in the bond market, a rise in oil and energy prices, the implications of the European Central Bank’s interest rate decision, and the resilience of equity markets.

George Bell, Investment Director, discusses US inflation dynamics, and the challenges they pose for the Federal Reserve, key earnings results from Oracle and Adobe, and a look ahead to the European Central Bank interest rate decision, with the market expecting a 0.25% increase.

Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the recent rise in global bond yields and its impact on equity markets, review the latest earnings season and the ongoing debate around AI-driven technology companies, and examine the sharp increase in gold prices during August.

Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, provide context for Nvidia’s earnings results, discuss the latest US inflation print, and the ramifications it presents for the Federal Reserve, as well as the recent change in bond yields and how they’re reacting to the inflation print.

Amanda Whitecross, Investment Director, discusses the upcoming Federal Reserve symposium at Jackson Hole this week as Chairman of the Federal Reserve Kevin Warsh, and Treasury Secretary Scott Bessent, find themselves at odds. We also get a look ahead at upcoming US economic data and Nvidia’s Q2 earnings report expectations.

Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the rise in UK inflation, UK labour market data, as well as the strength of the US earnings season reports and the intervention from the US treasury to calm bond markets.

Kevin Kidney, Head of Investments, discusses the all-time highs in global equities, and why global earnings strength is to the detriment of bond yields, as well as a look ahead to upcoming inflation and jobs data for the UK and what is could mean for the economy.

Paul Durrans and Sebastian Mackay, Investment Directors, discuss economic data from the UK and US, recent market moves, and why gold has came back into focus for investors.

In this episode of Morning Markets, George Bell, Investment Director takes a look at the week ahead including several important updates on inflation, economic growth and consumer demand as he explains what this means for your money.

Kevin Kidney, Head of Investments, and Amanda Whitecross, Investment Director, focus on equity performance, with new highs in the US and Europe, the strong corporate earnings result and what’s driving them, and a reflection on central bank meetings and the challenges that lie ahead for the Federal Reserve.

Paul Durrans, Investment Director, discusses the positive start for markets this week, with hopes of US-Iran negotiations bringing more stability to oil prices. We also get a look at US corporate earnings, and how despite the geopolitical volatility, they continue to beat estimates and underpin global equity markets, as well as a look ahead at upcoming economic data this week.

Paul Durrans and Sebastian Mackay, Investment Directors, discuss the moves within tech stocks, and which companies have been rewarded by the market, the performance of UK equities, with the FTSE 100 reaching new highs, and updates from major central banks.

Paul Durrans, Investment Director, discusses the fall in oil prices and boost to global equity markets as diplomatic efforts begin to try to find a solution to the US - Iran conflict. The Federal Reserve also meets this week to decide the path of interest rates as well as other major central banks and major tech companies announce results in the ongoing corporate earnings season.

George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss Prime Minister Andy Burnham’s first week in office and his key announcements including the creation of ’No. 10 North’. The team also cover the recent UK inflation figures and the ongoing US earnings season which has seen results from major tech companies.