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With few companies on the corporate calendar most will be waiting on two interest rate decisions in the coming week. Watching the Australian dollar around the Reserve Bank of Australia (RBA) rate announcement on Tuesday and then it’s the Canadian dollar in view around the rate decision from the Bank of Canada (BoC). Economists are telling us that these two decisions will go some way to help unders...

It was a long time coming and when China finally opened up after the Covid lockdowns, the economy failed to respond. IGTV’s Jeremy Naylor caught up with IG portfolio manager Aaron Bright to discuss opportunities in markets as yields rise on heightened inflation and as China experiences deflation and slowing growth. As explained the opportunities have begun to surface in Japan. Despite a move up of...

A busy week on the economic data front with Germany’s GFK consumer confidence data and retail sales figures on the calendar for the week ahead. China Caixin manufacturing PMI numbers and US non-farm payrolls will be among the biggest releases being monitored by investors. There will also be earnings reports from UBS and Salesforce, among others. IGTV’s Angela Barnes has this overview of what trade...

The recent weak data and other red flags coming from Europe and the US suggests a global equity correction is nigh, says Charles Morris, CIO of ByteTree.com. IG financial analyst Angeline Ong also asks Morris why he’s exited all his AI-related investments. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram,...

In a week of few big numbers, the expected economic event will doubtless be the central bankers’ get-together in Jackson Hole, Wyoming at the end of the week. Many seem to be gearing up for a hawkish collective message where the FX markets will be the area to watch. Outside of this, there’s flash PMI data in Japan, the UK, US, and across the Eurozone on Wednesday which may also be of interest to F...

As the economic outlook for China darkens, Ben Davis, European mining analyst at Liberum Capital tells IGTV financial analyst Angeline Ong why investors should pay more attention to the more ‘unloved’ metals like iron ore and thermal coal, instead of copper. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram...

Week Ahead starting 14/8/23: China industrial data; ZEW; RBNZ rate decision; FOMC minutes; Applied Materials; Walmart The FOMC minutes will be key reading, especially amid further evidence of easing supply chain and input cost pressures. Chinese industrial and retail sales data come at a time when US-listed shares of companies like Alibaba and JD.com slipped due to investor disappointment surround...

Do you sit in the ‘global equity markets will grind higher in the second half’ camp, or do you think a correction is due? IG financial analyst Angeline Ong discusses this with Square Mile investment director Chris Fleming who says he’s veering towards the latter and explains how to tactically diversify your portfolio in the second half of 2023. Any opinion, news, research, analysis, or other infor...

US initial jobless claims, UK house prices, and a look at industrial production in Germany – all coming up in the week ahead, starting 7 August. There will also be plenty more earnings reports, including from Deliveroo, Sixt, Flutter, Entain, Glencore, Persimmon, Antofagasta, HelloFresh, Lyft, and more. IGTV’s Angela Barnes shares an overview of economic data and corporate earnings on the calendar...

Fitch’s US rating downgrade highlights concerns surrounding US debt, but is this enough to press the ‘risk off’ button? IG financial analyst Angeline Ong caught up with Shard Capital’s Bill Blain to find out why he thinks the US jobs report is the bigger risk event. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, I...

In a quieter week on earnings, there are still some big hitters to come with a number of companies that trade all-sessions on the IG platform. The biggest are on Thursday with Apple (AAPL) and Amazon.com (AMZN). Also watch AMD, Airbnb, Caterpillar, Coinbase and Moderna. On the economy there are rate decisions from both the Bank of England (BoE) and the Reserve Bank of Australia Eurozone GDP and co...

Tech stocks have had an incredible AI boost, but how do you pick the future winners from the losers? IGTV’s @AngelineOng discusses this with IG Portfolio Manager Martin Harris, who joins us to discuss how IG Smart Portfolios is positioned for H2. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTub...

It’s a big week ahead for central banks with the Federal Reserve (Fed), the European Central Bank (ECB), and the Bank of Japan (BoJ) all on rate watch. While the Fed and ECB are widely expected to raise by 25-basis points, the latest CPI numbers in Japan suggest the BoJ will leave its ultra-loose monetary policy in place. Outside of that big tech takes the corporate centre stage with Apple, Alphab...

An ETF has been launched which gives exposure to defence and cyber security stocks. Trading in the London markets as Future of Defence UCITS ETF, it was launched on 4 July under the ticker NATO. IGTV’s Jeremy Naylor caught up with Tom Bailey, head of research at HANetf, to discuss the fund and why the sector is now being included in areas where ESG investors had previously feared to tread. Any opi...

There’s a bit of economic data that is of interest to the FX markets with UK inflation, retail sales, and consumer confidence so watch out for the pound as a trade. In China there’s second quarter GDP, industrial production, and retail sales, and retail sales in the US. But the week is really about earnings with Tesla, Netflix, J&J, Goldman Sachs, and Bank of America reporting, to name just a...

The book underpins that the markets are economic waves in which demand ebbs and flows throughout an 18-year cycle which helps determine investment opportunities. This is the theme of the recently released book The Secret Wealth Advantage. The author of the recently released book, Akhil Patel, a long-time proponent of the 18-year cycle, dropped by the IGTV studios to discuss the book with Jeremy Na...

For the week ahead there are two rate decisions, one from the bank of Canada and the other from the Reserve Bank of New Zealand, critical German data on the economy and inflation in the US and China, but all is trumped by Q2 earnings. The next earnings season starts and there are four all-sessions stocks on the IG platform to follow: JP Morgan, Citigroup, United Health and Delta Air Lines. IGTV’s...

It is clear that the UK is going through one of the most difficult periods for the property market since the great financial crisis. IGTV’s Jeremy Naylor caught up with property veteran Jeremy Leaf. As a former chairman of the RICS residential division and as London property agent there are few better to be able to read what’s happening. The big question is how long will it all last and what will...

Monday brings a new month, a new quarter and the second half of the year, however it’s likely to be a quiet start being Thanksgiving day on Tuesday. That being said Monday brings the Tankan large manufacturers index which could be another reason to sell the yen, and the Austalian rate decision on Tuesday which seems to be a balancing act between hold or hike.  Then there’s the Federal Reserve minu...

The Bank of England has no choice now but to raise interest rates until it leads to higher unemployment in order to keep a lid on inflation, says Hans Geberbauer, CEO of Foundation Home Loans. IGTV’s Angeline Ong speaks to Geberbauer about the impact on the UK housing market and the wider economy. Any opinion, news, research, analysis, or other information does not constitute investment or tradin...

After recent hawkish commentary from central banks, traders should be watching the headlines from the European Central Bank (ECB) forum meetings being held in Sintra. The highlights will be speeches and discussion groups involving the ECB, Bank of England, and the Federal Reserve. Outside of this it is a big week for German data which, if the risks continues on the negative, may weigh heavily on t...

AI is largely very positive and will act as an excellent tailwind for many companies in terms of growing their earnings over time, but it cannot replace everything. This is according to Aaron Bright, assistant portfolio manager of IG’s Smart Portfolios. Bright and IGTV’s Angeline Ong discussed the economic impact of AI and how to reframe your investment exposure to China.  Any opinion, news, resea...

While earnings remain on the back foot, UK housebuilder Berkeley Group will be of interest as construction companies across the UK find it increasingly tough and passing on steeply rising costs is becoming impossible. Outside of this it interest rates, first from China then to the Bank of England (BoE). While China is expected to ease policy the BoE is expected to raise rates again to contain ragi...

Prices of metals used to make electric vehicle batteries are likely to regain momentum as inflation pressures ease and the global economy gets going again. This is according to SP Angel partner and mining analyst, John Meyer, who spoke to IGTV’s Angeline Ong.   Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.    Follow us on  Twitter , ...

In another week where there is a predominance of economic data, three rate decisions rise above all else. On Wednesday, the Federal Reserve (Fed) is expected to pause with a view to coming back again at the end of July with another 25-basis point hike, while the European Central Bank (ECB) is expected to take rates up a further quarter point with another expected increase in July. Meanwhile the Ba...