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IG's Week Ahead: Caixin; German consumer confidence and inflation; easyJet; Mulberry; OPEC+

Tematica CIO Chris Versace joins IGTV financial analyst Angeline Ong to explain why AI and big computing remain sectors that will outperform in the first half of 2024, and despite structural improvements in the retail sector, apparel will continue to face headwinds. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on  Twitter...

The week overall is quiet but with Thanksgiving on Thursday there will be no trade on the NY stock exchange or the Nasdaq and on Friday all offices will close at 1pm. Additionally, there is no trade at the Tokyo exchange on Thursday for Worker's day. This means that volumes around the world will very likely tail off from Wednesday. However before then there are the minutes of the last US rate meet...

Economist and Regionally chairman, Justin Urquhart Stewart sits down with IGTV financial analyst @AngelineOng to explain why despite a cooler-than-expected October US inflation reading, interest rates might need to be cut by the second half of next year. Stewart also believes the US can achieve a ‘soft landing’ and start to see green shoots of growth in 2024 Any opinion, news, research, analysis,...

US retail earnings bring to a close the meat of the third quarter earnings season, the highlight being Walmart on Thursday, an all-sessions stock. Other earnings include Vodafone, IDS Group (the former Royal Mail), and Tullow Oil amongst others. Economic data is likely to be dominated by the Tuesday release of US consumer prices. IGTV’s Jeremy Naylor suggests that there may be an upside surprise w...

Ahead of the start of the US holiday shopping season, Tematica CIO Chris Versace joins IGTV financial analyst @AngelineOng to explain why he thinks US retailers with an edge in the digital and discount space will do better than others.  Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on  Twitter ,  Instagram , and  YouTube  ...

As he main thrust of earnings fades into the rear-view mirror, it gives more room for those that are still to report. Marks & Spencer (MKS) is among the list of those out with Q3 numbers this coming week. We’re also watching ITV, Metro Bank, Persimmon, Adidas, Disney, and Uber. Economic headlines which may move the markets include an Australian rate decision where the central bank is expected to f...

There is plenty of negativity across many sectors in the global economy and in the UK, construction is feeling its own pain. However, there is an area of the market that appears to be keeping its own and that is the steel fabrication business. IGTV’s Jeremy Naylor caught up with Mark Smith from Billington Holdings, a 75-year old company that’s just announced that it sees profit before tax to be ah...

In a week where the hour changes in Europe but not in the States, all the scheduled times in the US will be different to the usual release times, including the US rate decision. This is for the period until the US time change comes into effect the following week. On the calendar are three rate meetings. First is the Bank of Japan, which has been monitoring USD/JPY above ¥150 for the first time in...

Entertainment and digital gaming are areas likely to see the biggest AI transformation, according to Anthony Ginsburg, managing director of GinsGlobal Index Funds. To find out more, watch IGTV presenter @AngelineOng’s interview with Ginsberg, who is also the founder of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF and HAN-GINS Cloud Technology Equal Weight UCITS ETF. Any opinion, news, resear...

Earnings for the third quarter continue apace. Intel, Amazon, Meta, Ford, Chevron, Exxon, Barclays, Lloyds, NatWest, Carrefour, Volkswagen, and Porsche and just a few of the companies reporting. There are also two rate meetings: the first comes mid-week with Canada and then Thursday the European Central Bank. Neither of which are expected to move although both may mention the sentiment recently de...

Marc Ostwald, chief economist and global strategist at ADM Investor Services International speaks to IGTV’s @AngelineOng about why the Middle East situation is likely to get worse before it gets better and keep energy prices supported on the high side. This, Ostwald says, will likely keep interest rates in countries battling sticky inflation higher, for longer. Any opinion, news, research, analysi...

Despite a major focus on earnings for the week starting Monday 16 October, economic data is also going to be a potential news maker. UK inflation and retail sales, China growth and interest rates, German ZEW and US retail sales all have the potential to move the FX markets. However, headlines around earnings will provide many trading opportunities. After three of the big US banks last Friday, the...

As forecasts of a luxury consolidation in the coming year grow ever louder, Xiaolin Chen, head of international at KraneShares, tells IGTV financial analyst @AngelineOng why higher-end names like Hermes, Gucci, and Dior will still do well. Chen also shares her view on the outlook for oil prices and Chinese equity markets. Any opinion, news, research, analysis, or other information does not constit...

IG financial analyst @AngelineOng finds out why @ShardCapital @Bill_Blain thinks this conflict could lead to further asset destabilisation. Blain says the key as to where we go from here, is how Saudi Arabia responds, not Israel. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital i...

US inflation is the next big number that the Federal Reserve (Fed) will be looking at to see if it’s needing another rise in interest rates. That comes on Thursday, a day after the minutes is released from the last Fed meeting at which it left rates on hold. Also, there’s a big report issued from the Bank of England (BoE) on systemic risk. There’s been a recent survey undertaken by the BoE suggest...

Brendan Ahern, CIO of KraneShares, sits down with IGTV financial analyst @AngelineOng to discuss the trajectory of the Chinese economy, EV politics, the dollar, and why yuan weakness is a positive for Chinese stocks. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 70...

The currency markets have been dominated recently by the dollar strength so next week it will be a relief to find opportunities to trade other currencies. With the Reserve Bank of Australia (RBA) and the Reserve Bank of New Zealand (RBNZ) both on rate watch the obvious trade will be around AUD/NZD. Outside of this there is jobs data in the States with non-farm payrolls and the ADP private payroll...

The solution to the global concerns about artificial intelligence (AI) would appear to be in the hands of companies in the cyber-security space. IGTV’s Jeremy Naylor caught up with Raluca Saceanu, CEO of Smarttech247, a global security company that specialises in AI-enhanced cyber security solutions, to see if the British Prime Minister, Rishi Sunak is right, that we have a year to get control of...

German and US consumer confidence; ifo; Caixin; Nike; ASOS The focus turns to the health of the consumer with inflation and consumer confidence figures from both sides of the Atlantic. Watch out for earnings from ASOS and Nike. Plus, IGTV’s @AngelineOng catches up with @tastyliveshow @Tony_BATtista to find out where the volatility’s headed. Any opinion, news, research, analysis, or other informati...

Martin Harris, portfolio manager at IG Group, tells IGTV financial analyst Angeline Ong why he thinks ‘luxury and media stocks related to China, still look attractive’, especially amid recent data showing a revival in the Chinese economy. Harris also discusses the Fed, IPOs, and AI trends. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice....

With the European Central Bank’s announcement that it may now be done raising rates, should we expect the same from the Bank of England, the Federal Reserve, and the Bank of Japan? The Fed and the BoE may move again, but the BoJ looks set to stay on hold a least until the end of the year. Also for FX traders is a long list of PMI data later on in the week from Japan, the eurozone, France, Germany,...

Robert Jenkins, Global Head of Research, LSEG tells IG financial analyst Angeline Ong he’s ‘not overly pessimistic about the second half’ and explains why the global economy may float into a softish landing in the near term. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at...

The highlights of the week are centred around the economic diary with the ECB rate meeting, US CPI, UK GDP & jobs and the German ZEW. So FX traders will likely be most active having seen one of the longest running streaks of upside for the US dollar since 2014. Expectations around corporate results remain fairly muted. There are a number of companies on the schedule, but few are first division. Li...

Investing in small cap companies has been difficult, but with the drop in small-cap stocks comes opportunity. IGTV caught up with Andrew Pepper, partner and head of restructuring at insolvency firm ReSolve. He tries to find ways to help companies avoid bankruptcy. Here he discusses his work, what’s happening at the moment for small and medium sized businesses what needs to change to help these com...