Stocks and oil tank as Covid makes another appearance, but can pharma come to the rescue?

New Covid variant sends fear through markets, get our take on how long the sell off may last.

Kathleen BrooksNovember 26, 2021

The continuity trade at the Fed, Jerome Powell gets re-hired

Get our view on why the Santa rally is all set for this year, even after Monday's market stumble.

Kathleen BrooksNovember 22, 2021

Forex volatility picks up as FX takes cues from the bond market

Get our take on why the FX market is in focus, and why this is where volatility could be concentrated as we move to year end.

Kathleen BrooksNovember 18, 2021

Stocks maintain their upward momentum as UK inflation expected

Get our view on why stocks are higher at the start of this week, why UK inflation could be good news for the pound, and what Shell’s HQ move to London means for its share price.

Kathleen BrooksNovember 15, 2021

US inflation concerns: woe for bond market as stocks could weather the storm

Get our take on what the rising US inflation rate means for financial markets, and what may happen with inflation in the months ahead. Find out our view on whether gold or bitcoin will be the best inflation hedge in the short term.

Kathleen BrooksNovember 11, 2021

Three stocks to consider when the market is at a record high

When the market is at a record high, what should a trader do? We choose three stocks that can perform well, even when stock markets are at record highs.

Kathleen BrooksNovember 8, 2021

BOE: the rate rise that never was

The Bank of England delivered one of the biggest dovish shocks in recent memory, and it has sent sterling tumbling. Get our take on where the pound and other UK asset prices could go next.

Kathleen BrooksNovember 4, 2021

East - West divide: how China’s manufacturing sector is weakening and what this means for global growth

Get our view on why Chinese economic data does not spell bad news for the West and what the central bank bonanza means for financial markets.

Kathleen BrooksNovember 1, 2021

Reality check for markets: US economic data weakness and big tech misses

Get our take on what the Amazon earnings miss could mean for its stock price, and why US GDP may not be that bad a sign for the future.

Kathleen BrooksOctober 28, 2021

Three things to watch this week

Get our take on what to expect from the 30% of S&P 500 companies that report Q3 earnings this week. Also, find out why Tesla is hitting record highs and what to expect from this week’s economic data releases in the US.

Kathleen BrooksOctober 25, 2021

Tesla beats estimates, while October PMIs are on the menu

Find out how Tesla smashed earnings estimates for Q3, what to expect from UK bank earnings and why early PMI readings for October matter.

Kathleen BrooksOctober 21, 2021

Bank of England goes nuclear on rates, but the pound doesn’t follow suit

Find out why we think that the BOE has a credibility problem, and what this means for sterling.

Kathleen BrooksOctober 18, 2021

Bonus time for Wall Street, but stagflation concerns remain

Get our take on US bank stock results, along with how to trade a tricky economic environment.

Kathleen BrooksOctober 14, 2021

Commodity price surge fan fears of inflation as we await key data

Get our take on what rising oil prices mean for stocks, and the global markets that are best prepared for a prolonged commodity price spike. Also, find out what the euro is under threat and what might come next for GBP/USD.

Kathleen BrooksOctober 11, 2021

From Russia, with love…

Find out why Russia’s latest move on natural gas won’t seriously dent the west’s inflation problem, and what to expect from this week’s NFP report.

Kathleen BrooksOctober 7, 2021

Resolution of Evergrande crisis on horizon as Morrison’s sale could spur other UK targets

Get our take on why Morrisons may not be the only supermarket chain bought by private equity in the UK this year, and why we think market’s could recoup last week’s losses.

Kathleen BrooksOctober 4, 2021

FTSE 100 vs Nasdaq: what next for the UK index

Find out why the FTSE 100 could be the focus of investor attention after 18 months’ put in the cold. Also, get our view on why the UK index is set to continue to outperform the Nasdaq in the coming weeks.

Kathleen BrooksSeptember 30, 2021

Bond yields, energy crunch and US debt ceiling, 3 risks that could derail markets

Find out why the US debt ceiling could knock risk sentiment off course, and why the UK’s energy crunch could see the Brent Crude and WTI premium remain in tact. Also get our view on FX trends to watch this week.

Kathleen BrooksSeptember 27, 2021

Not too hot, not too cold Fed meeting boosts the market’s mood

Get our view on the Fed meeting, and why it is good news for blue chip stocks. Also, get our take on the BOE meeting and why GBP’s downside could be protected in the near term.

Kathleen BrooksSeptember 22, 2021

Can the Fed disrupt stock market gains, and why China’s Evergrande is causing wobbles elsewhere, for now…

Get our view on the sell off in Chinese markets and why this is not a contagion risk for elsewhere, also get our view on the FOMC meeting and what to expect from the Fed.

Kathleen BrooksSeptember 20, 2021