RE: Go Capita Go15 Jan 2025 11:32
Information*.. @trenners, iv allowed around 30 days since results, for any major II to sell out or director purchases. No ceo purchase could mean somethings coming, and no II sell is schroder and especially new II LAMBARDO is holding tight with current turbulence. With bonds, it's pricing in trump effect, if tariffs are selective markets good go higher. We mainly share services with US. As for UK service inflation has come down which has been quite stubborn which could invite further rate cuts imho I think alot are sitting on sidelines watching 👀 but three green days and price responsive, and spread narrowing. If US cpi comes in weaker than expected. We may see big more imho