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After a week of GDP data, comes flash PMI numbers for many of the world’s largest economies. This will give us a more thorough understanding of how economies are faring bearing in mind the recent recession in the UK and Japan. Earnings across the week are dominated by UK banks where we see FY numbers from HSBC, Lloyds Banking Group, Barclays and Standard Chartered. Mining stocks are also in view w...

‘The US Federal Reserve does not need to cut interest rates in March or even in early spring,’ Chris Versace, Tematica CIO tells IG’s @AngelineOng ‘because the economic data coming through indicates the US economy is still at risk of rising inflation’. Versace also explains why chip stocks, especially those related to AI and data centres, could have further to climb.

In a week when many Chinese markets are out for the celebration of the year of the dragon, earnings begin to tail off from the recent flurry. There are still some areas of interest as UK banks begin to surface, beginning with NatWest on Friday. This will be followed by HSBC, Barclays and Lloyds Banking the following week. In the US there are still some all-sessions stocks to watch including Q4 ear...

Brent and US crude futures may continue to be volatile, says Osama Rizvi, Energy market analyst, Primary Vision Network, but the overarching trend for prices is down, due to sluggish demand from the world’s biggest consumers of oil. Rizvi explains why, all things being equal, $70 a barrel could be in sight. Any opinion, news, research, analysis, or other information does not constitute investment...

Earnings for the fourth quarter continue with all-sessions stocks including McDonald’s (MCD), Walt Disney (DIS), and Ford (F). In the UK BP comes out with its Q4 earnings as does TotalEnergies. Will they both follow Shell in its $3.5 billion share buyback?    On the economic agenda there’s a rate decision from the Reserve Bank of Australia (RBA) where AUD/USD will be the focus as inflation continu...

‘If we see the Republicans take the presidency back, it could be positive for the stock markets, says Chris Versace, CIO of Tematica. Versace explains what the potential stock market outcomes might be, given the strength seen in the recent US data, to IG’s @Angeline Ong.

Another week of earnings where the headlines are expected around the tech sector with several all-sessions stocks in view including MSFT, AMZN, META, AAPL, PTON, AMD and GOOG. In other sectors other all-sessions stocks include PFE, CVX, XOM, GM, BA and others. European earnings are also expected to provide plenty of opportunities to trade including SHEL, GSK, BT, NOVN, HMB, DBK and BNP. The FX mar...

After a stock market comeback in 2023, investors are likely to become more cautious in 2024 due to rising geopolitical tensions, says IG Smart Portfolios’ Aaron Bright. He tells IGTV financial analyst @AngelineOng why he’s neutral equities and longer duration bonds are looking more attractive.   Any opinion, news, research, analysis, or other information does not constitute investment or trading a...

Three central bank decisions are on the agenda in the coming week so FX traders could be in for some interesting opportunities. First the Bank of Japan (BoJ) is expected to leave rates ultra-loose, however start looking for tentative signs that the hawks are in the wings. Meanwhile, the Bank of Canada (BoC) and the ECB are also on the agenda, and while rate cuts have been mentioned, it’s still exp...

There needs to be an acceptance that the US economy continues to be stronger-than-expected, says Tematica CIO, Chris Versace, and investors need to pare back their Fed rate cut timing expectations. IG financial analyst @AngelineOng also asks Versace how investors should position themselves amid rising tensions in the Middle East and an incoming US election. Any opinion, news, research, analysis, o...

There’s US market holiday on Monday for Martin Luther King day which means that there will be no cash session on Wall Street and no individual stocks trading. IG will, however, have 24-hour markets up and running as usual and we’ll look ahead to Tuesday’s corporate offering from Goldman Sachs (all-sessions) and Morgan Stanley. We’ll get better look t what’s happening under the bonnet of the UK eco...

Pete Ward, IG’s Head of Premium Client, Sales, tells IG’s Angeline Ong what’s driving the interest amongst traders early into 2024, what they’re watching and where trading pivot points are likely to be this year.  

Price pressures in the US are creeping back in, says Chris Versace CIO of Tematica Research, and this could mean the Federal Reserve could push back on expectations for 6 interest rate cuts in the coming months. Versace also discusses the outlook for tech stocks in 2024 with IGTV financial analyst @Angeline Ong  

Fourth quarter earnings will be interesting as it will give an insight into how much damage high rates have caused the global economy. There is already a lot of anecdotal evidence to suggest that the consumer is having to row back on most discretionary spending, but how far this has eaten into corporate earnings will remain to be seen. This next week heralds the start of the earnings season for th...

This last year has not been the best year for investments in renewables. The rise in bond yields has stolen some of the performance and the UK government’s decision to row back on its green commitment has pushed some away from the sector. Will things change in 2024? IGTV caught up with Ross Driver, fund manager of the Foresight Solar Fund PLC (FSFL) to discuss the sector, the fund and the outlook....

Stacey Morris, head of energy research at VettaFi tells IGTV’s @AngelineOng why midstream energy can offer investors attractive income and relative insulation to commodity price volatility. Morris mentions Williams Companies, Enbridge, and TC Energy. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on  Twitter ,  Instagram , a...

2024 begins with a bang. Keep an eye out for the closely watched US employment report along with FOMC minutes, in a time when hopes are high that major central banks will start cutting interest rates soon. Manufacturing and retail sales data from Germany and China could provide some FX volatility especially as volumes are expected to be light at the start of the week. Corona beer maker Constellati...

Liberum Capital’s Joachim Klement tells IG’s @AngelineOng why tech and mining are likely to do well in the latter half of 2024. In the first half? Joachim says MedTech stocks, related to kidney disease, will offer investors healthy returns. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on  Twitter ,  Instagram , and  YouTub...

Masaki Taketsume, Fund Manager of Japan Trust at Schroders explains why he prefers Japanese stocks that show improving efficiencies like Chori rather than high growth stocks. He also explains which Japanese stocks are likely to outperform in 2024 as inflationary pressures finally seep back into Japan’s economy after decades of falling prices. Any opinion, news, research, analysis, or other informa...

  As the markets wind down for the Christmas weekend, there’s a half day on Friday 22 December which may mean that volumes may start to evaporate. That being said, the data comes think and fast right through to the end. In the last main central bank meeting of the year, the Bank of Japan is likely to provide the last main point of interest, although no move is expected, will the board signal an en...

John Ciampaglia, CEO of Sprott Asset Management, tells IGTV financial analyst @AngelineOng why demand for EV-related materials in 2024 will remain strong, but perhaps not at the same pace as the last few years. Ciampaglia is also positive on uranium miners and says underinvestment in mines and changing energy security needs mean uranium prices will continue to climb in the next five years. Any opi...

The week starting 11 December sees three central banks meetings on interest rates – the Fed, the BoE and the ECB – amid rising market hopes that rates will soon start to fall, led by the US Federal Reserve. However, a resilient US jobs market is dampening those expectations. Costco, Adobe, Oracle, and Hennes & Mauritz report.   Any opinion, news, research, analysis, or other information does n...

Gold prices extended gains as investors increased bets that the US Federal Reserve is done raising interest rates. Rick Bensignor, president of Bensignor Investment Strategies speaks to IGTV financial analyst @AngelineOng to explain why technical signals suggest that if certain levels are achieved, the next level for gold prices is around $2,400 per ounce.  Any opinion, news, research, analysis, o...

The US jobs report is likely to be of interest for FX traders. There’s the private ADP payrolls on Wednesday and the government report from the Labor Dept on Friday, releasing the non-farm payrolls number. While that will be of interest for the USD, the Australian dollar could move around the Reserve Bank of Australia (RBA) rate decision on Tuesday and then the Canadian dollar on Wednesday on the...

KraneShares CIO Brendan Ahern joins IGTV financial analyst @AngelineOng from San Francisco to discuss what US President Joe Biden’s talks with Chinese leader Xi Jinping mean for AI, defence, and chip stocks. Ahern adds that a dinner between Xi and US business leaders indicated that China is open for business.  Any opinion, news, research, analysis, or other information does not constitute investme...