10th December 18
Well it was at least a deal and one that markets liked, just about. Closing prices were well off the top showing that even 1.2m b/d off the market is no guaranty of returning to recent price. ...
Read More10th December 18
If you didn’t believe the hype, you had better start believing it now. The largest financial bomb since the 2008 crash which has been dangerously positioned beneath the global stock markets...
Read More7th December 18
It was a busy start to the week, coming off the back of a G20 meeting where the US and China agreed to call a truce on the exchanges in tariffs. The current $200bln or so of Chinese goods...
Read More7th December 18
In recent weeks, I have somewhat stuck my neck out in terms of what to expect from the negotiations between the UK and the EU, with the current deal drawing plenty of criticism within parliament...
Read More6th December 18
The company have really struggled this year with the high street taking a massive knock. Not only has the company suffered after 'Hug Gate' performance has been way below par. Here are some of the...
Read More5th December 18
Good news for Stagecoach this morning at the latest Interim results for the half-year ended 27 October 2018 look good enough for the share price to move higher. Highlights: ·...
Read More4th December 18
Over the weekend, the market only had eyes for the Trump-Xi meeting at G20, hoping for some positive dialogue which could allay fears that global trade (and growth thereon) could be spared the...
Read More4th December 18
This morning in the latest capital markets day Travis Perkins confirms it wants to simplify the business. The Co. say they want to reduce complexity, speed up decision making and improve agility...
Read More3rd December 18
The immediate outlook for UK equity is clouded by uncertainty amid the potential for seriously negative news for businesses. Owners of stock market listed companies should always be taking the...
Read More3rd December 18
Friday was listless, no news had started to come out of G20 so no positions were taken as a result. All is different this morning though as risk is being taken off in most markets. This is for two...
Read More3rd December 18
Last week I received an email from one of my traders telling me that I should speak to at all of my clients that were holding the bakery company, Greggs. Apparently, the company had gone up in...
Read More3rd December 18
By Shant Movsesian. It is hard to broach the subject of Brexit without touching on personal sensitivities on the issue. Some of you voted to stay in the EU, and some of you voted to leave....
Read More30th November 18
Fed policy has been in focus this week, with Fed chair Powell speaking in NY and revealing a somewhat cautious bias, and underlining data dependency to quell any expectations that the rate path is...
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30th November 18
Fed policy has been in focus this week, with Fed chair Powell speaking in NY and revealing a somewhat cautious bias, and underlining data dependency to quell any expectations that the rate path is...
Read More29th November 18
Drinks company Britvic posted their prelim final results For the 52 weeks ended 30 September 2018. Here are some of the highlights: · Revenue...
Read More29th November 18
Last week we highlighted the growing belief that the Fed may have to start reining in some of their rhetoric on tightening, having seen the stock markets react to the sharp push higher in Treasury...
Read More28th November 18
President has announced the completion of the acquisition of interests in the Rio Negro Province in Argentina. The purchase price is $9.9m of which $8.7m was paid yesterday the rest to be paid in...
Read More27th November 18
That market is expecting Greggs shares to rip higher this morning after the Co.'s like-for-like sales rose 4.5% for the eight weeks to 24 November 2018. Here are some of the highlights from...
Read More26th November 18
I would hazard a guess that it’s probably been about two years since I first had the idea that I should write a book, but little did I know then how painfully slow it would be to write one....
Read More23rd November 18
As expected, the US data is starting to show signs of strain, and market pundits are starting to question whether the Fed can stick steadfastly to their rate path in the current climate. We...
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