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Who would have thought this time last year, with Brent above $120 a barrel, it would now be languishing at $75? BCA Research, which published a paper last year predicting $55 Brent, says there is still more downside. Chief strategist Dhaval Joshi says the markets have miscalculated both demand and supply. On the demand side, there’s been little or no recognition of how bad the downturn would be, a...

In a week where corporates remain very much in the background, FX markets could be busy with three rate decisions. Two will be of interest to IG clients with some possible movement around AUD/USD for the Reserve Bank of Australia (RBA), which is widely expected to move another 25-basis points. Then it’s off to Canada and a possible USD/CAD trade with the central bank likely to maintain rates at cu...

‘Humanity must de-carbonise its energy source to preserve the planet’. That’s according to the website of Hydrogen Future Industry which owns the patents to drive its business forward using carbon neutral processes. IGTV’s Jeremy Naylor caught up with Tim Blake and Dan Mailing to find out more about hydrogen, the way the company is using its patents, and how it plans to monetise the processes to d...

In a week where both the US and UK are out on Monday and only a few corporates are reporting, IGTV’s Jeremy Naylor highlights the big event of the week: the US debt ceiling deadline of Wednesday 31 May. Outside of that its US jobs data and French and German inflation numbers. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on...

Lithium is a much talked about metal. Why, what is it, and what is it used for? IG Trading the Markets podcast caught up with Charles Fitzroy, chief executive of Bradda Head Lithium. We asked why lithium has been an outperformer in terms of pricing and what it will take to turn it around? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice....

IG's Week Ahead 22/5/32: US retail; NZ rates; UK CPI As earnings wind down from the flurry of first quarter numbers, economics data in the week ahead takes the limelight. Will the New Zealand central Bank raise rates again, will it be the last time as some economists believe, and will it be only a quarter point? Lots to think about for the Kiwi. Then there’s flash manufacturing data for May across...

There could be a big swing in volatility and traders would be selling risk around the world if talks collapse, but as with previous years as the deadline approaches minds of the US legislators are focussed in on bringing a solution. As Marc Ostwald from ADMISI says there could be a postponement and a period of grace, but in the end there is an expectation that the debt ceiling will be raised. In t...

UK earnings head up the corporate list in the coming week with BT, Greggs, easyJet, Vodafone, and Imperial Brands amongst others, reporting. Then US retailers start to report include Home Depot and Walmart. Economic data includes the German ZEW economic sentiment for May, China and US retail sales, and UK jobs. IGTV’s Jeremy Naylor looks across the schedule. Any opinion, news, research, analysis,...

IG portfolio manager, Martin Harris, tells Angeline Ong how IG Smart Portfolios can help investors tailor their investment needs in a time when central banks are grappling with high inflation, a slower-than-expected China reopening, and recent turmoil in the banking industry. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 75% of retail CFD accounts lose money*

UK interest rates, US inflation    With earnings calming down the risk to the market remains around the banking sector, but in the interim the Bank of England is likely to be the high point of the week. The market is pricing in a twelfth rate rise which would take the base lending rate to 4.5%.    Outside of this there’s US inflation data, UK GDP, and earnings from Disney, SocGen, and automakers T...

As economies move ever closer to a possible recession, analysts are looking increasingly at opportunities in the pharmaceuticals sector for returns. IGTV caught up with Amy Kong, chief investment officer at CI Barrett Private Wealth. The interview began with a look at the first quarter earnings season then moved onto the potential returns of a sector that is still recovering from the Covid pandemi...

Three big rate decisions   The currency markets have plenty to chew on in the week ahead, mostly around rate decisions. IGTV’s Jeremy Naylor walks through the potential headlines involving EUR, AUD and USD. Then of course there’s also US jobs data. Earnings include a whole car park of automakers, Apple and in the UK oil majors BP & Shell.  Any opinion, news, research, analysis, or other inform...

‘Diversify to capture gains in AI, robotics and cloud computing’ Anthony Ginsberg, co-founder of the SKYY Cloud Technology ETF, tells IGTV’s Angeline Ong why investors should diversify their tech portfolio to capture broad gains across growth areas like robotics and AI in the next decade, as demographics, technology, and regulation change. Any opinion, news, research, analysis, or other informatio...

Earnings continues to dominate with some big US tech names dominating the proceedings. IGTV’s Jeremy Naylor looks at Amazon, Intel, Alphabet, Microsoft to name just a few. Then on the economic agenda there first quarter GDP data in German, France and the US.

Recent planning approval has been given for Aquis-listed UK winemaker, Chapel Down to expand its business away from its roots in Tenterden to nearby Canterbury. Now comes the work needed to make the strategy come to reality to double the size of the business between 2021 and 2026. IGTV’s Jeremy Naylor caught up with Chapel Down CFO, Rob Smith. Any opinion, news, research, analysis, or other inform...

Following some good numbers from JPMorgan, Citigroup and Wells Fargo, hopes will be raised for the US banks reporting in the coming week. These include Goldman Sachs, Morgan Stanley and BNY Mellon. Then there’s tech stocks to watch out for including Netflix, Tesla, and IBM. For those in the FX markets there’s a plethora of interesting data to follow including China GDP, retail sales and unemployme...

That’s the view of Eric Strand, founder and portfolio manager at AuAG Funds. While investors, looking for yield and incremental increases, are perennially disappointed in precious metals, in times of stress the arguments resurface in favour of gold and silver investing. Strand believes that both gold and silver are cheap. The current gold to silver ratio (the gold price divided by the silver price...

Friday’s non-farm payrolls, Federal Open Market Committee meeting minutes, and big US bank earnings (JPMorgan, Wells Fargo, and Citigroup) put the world’s biggest economy under the microscope.  Meanwhile the UK’s biggest grocery chain, Tesco, also releases full-year results. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.    Follow us o...

As the banking turmoil unfolded, global money market funds drew $112 billion in the week to March 15, according to Refinitiv Lipper data.  IGTV’s Angeline Ong speaks to Square Mile Research’s Jake Moeller to find out where the smart money’s headed now that the dust is settling.    Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.    Follo...

Rate decisions for the Australian and New Zealand central banks bring trading opportunities for the Aussie and Kiwi dollars against USD, but also AUD/NZD. These two trading opportunities precede US non-farm payrolls on Friday where we’ll be watching EUR/USD. There’s also the OPEC+ meeting. Corporate headlines to come include sales at BMW, Constellation Brands on Q4, Q3 earnings at Conagra, and Sod...

There are plenty of trading opportunities on the macro front with GDP prints from the US and the UK, plus consumer data from Germany and France.  Also look out for earnings from Bellway, Next and Ocado.

As we all learn to live with the fallout of Covid-19, markets have learned to live with another type of crisis. IGTV’s Jeremy Naylor caught up with Chris Bailey, an IG client who runs a personal portfolio and gives market commentary through Financial Orbit. Here, the discussion turns around the March 2020 Covid lows, the recovery, and subsequent moves onto another, different type of financial cris...

SVB, Signature, Credit Suisse, First Republic … it all sounds familiar. Shard Capital’s Bill Blain tells IGTV’s Angeline Ong why he thinks we could be on the cusp of another global bank bailout, how it’ll hit bond markets and the rest of the global economy. More importantly, he discusses where investors can head to find cover.   Any opinion, news, research, analysis, or other information does not...

Brace for a rocky ride in 2023 amid the Ukraine crisis, the China reopening trade, sticky inflation and high interest rates. IG's assistant portfolio manager, Aaron Bright, tells IGTV's Angeline Ong how Smart Portfolios can help investors navigate this year, which some investors say could feel like a Ryanair landing. Any opinion, news, research, analysis, or other information does not constitute i...

Sales of electric vehicles (EVs) climbed past the psychologically important 10-million-mark last year, but how has 2023 started? IGTV’s Jeremy Naylor caught up with Anthony Sassine, from KraneShares. He runs the KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) which includes a wide range of exposure across the EV space. While upbeat on the future, he acknowledges that affordabili...