Progressive Equity Research
The Market Call
A periodic summary of major macro events, market themes and selected UK company-specific news.
Where to listen?
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Episodes
5 Oct 2023 - Why be a bank? 05.10.2023 3:34
Today the Prognosticator asks - Why be a bank? In other macro news: Oil prices stabilised and eyes remain on the US with jobs data out tomorrow. In UK company news: MTRO, FAN and RFX. For the accompanying summary read the day's Market Prognosis.
4 Oct 2023 - Spirent warns again 04.10.2023 4:37
Spirent warns again! Higher oil prices and R0W economies under increasing pressure as dollar-denominated debt repayments increase. In company news SPT Spirent update for Q3. For the accompanying summary read the day's Market Prognosis.
3 Oct 2023 - More tears at BooHoo 03.10.2023 3:39
Today the Prognosticator chats about how long interest rate hikes can last, the lifting of the China Evergrande share suspension and his preference for a Wetherspoon's pint over a Gregg's sausage roll! For the accompanying summary read the day's Market Prognosis.
28 Sept 2023 - Investors grab a slice of Yellow Cake 28.09.2023 3:16
Today in his macro update, the Prognosticator considers China Evergrande and oil prices. While in company news he looks at why investors are grabbing a slice of yellow cake . For the accompanying summary read the day's Market Prognosis.
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