Member Info for stagecoach

Troajan

Upcoming results will be a tale of two halves, strong performance from interest income against a backdrop of increased impairment provisions on loans, higher funding costs and elevated levels of customer migration deposits. How markets interpret the results will be to beg the question.

Sunak is now clearly finished, Government effectively in limbo for the next for the next twelve months, business and industry need political stability and direction, call a General Election now before uncertainty and confusion spills over into financial markets.

Furthermore to my previous post, Wheat, corn and soybean prices jumped over 8% yesterday on American and European exchanges after Russia ends Black Sea Grain Deal exacerbated by continued drought conditions in Europe and Australian grain production expected to come in at a six year low for 2023.

Worry of continued upward pressure on food inflation is put on the backburner today by the Government, Thursday could well turn out to be Groundhog Day in the staunch Tory heartlands, including Boris Johnson's old parliamentary seat.

Upward pressure on Global food commodities markets to resume as Russia pulls out of Black Sea grain deal and Europe's drought and heatwave ravages large swaths on the continents crop production.

ForensicBloo

Absolutely nothing to do with the remain /leave debate, was merely commenting on the sensational headlines published in the Daily Express of a " Mega Brexit Deal " , agree the BBC reporting article gave a more balanced view of the largely symbolic CPTPP trade agreement deal, nevertheless in order for the UK to continue to thrive, clarity and stability must remain the order of the day for business and external trade, and not what the UKs economic or political standing on the world stage will possibly look like or be in a few years time.

Mega Brexit Trade Deal !

Hold on a minute, let's put this agreement into context.

Based on the UKs Governments own calculations, joining the CPTPP amounts to no more than a 0.08% increase in the country's GDP over a 15 - year period.

Seany

Yes of course, plenty of alternative value out there in the market if you are prepared to take the risk .

Livestock

Since the 2008 financial crash, the UK banking sector landscape has changed beyond all recognition.

Today investor risk attitude and perception of the sector are now very different from yesteryear.

High interest rates won't solve inflation, but will substantially increase the chances of recession.

A real conundrum for the BoE to solve !

Asperger

Yes, unfortunately the market doesn't see it that way, UK banking sector confidence and sentiment remains at rock bottom amongst investors.

Asperger

A whole basket of technical indicators and tools are now available for investors to choose from, for me these days after well over fifty years of trading in the market, gut feeling conscious reasoning and a feel for current market conditions are now my successful trading strategy.

Investors take note ! ...... P/E Ratios are unreliable when making investment decisions and have no real correlation with valuations, or a stock indicator of future share price movements.

Sterling to Dollar exchange rate now looking a tad overbought, time for a breather and consolidation phase for the currency.

London market has missed out on a Global stock market rally so far in 2023, main reasons political instability, poor productivity levels and stubornly high inflation deterring potential investors.

Japan Nikki 225 30%

German Dax 14%

American S&P 500 14%

France 40 Cac 12%

London 0.5 %

London market abysmal performance so far in 2023 !

Fair assumption for the shares top of the list, Government meddling in the sector and ever - increasing intense competition for mortgage customers and business borrowers.

Albeit from October's 2022 Sterling forty seven year - lows.

Maybe time soon for saver's to switch from variable to longterm fixed savings accounts.

Chips

On paper Lloyds looks a screaming buy and exceptional value, in reality there are consistently more sellers than buyers for the shares.

My bank manager Captain Mainwaring has advised me to make the most of tax incentives and allowances while i can, Government policies on savings and investments are always subject to change.

Lloyds falling way behind the branch closure curve compared to it's major high street rivals.

Banks don't want you to use their branches or cash machines .

Energy, Banks and now Supermarkets now join the growing list, " Profit " is fast becoming a dirty word for both Conservative and Labour.

The battle lines are now slowly being drawn up for next year's General Election with shareholders caught up somewhere in the middle.