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Ongoing global uncertainty with the continuing conflict in the Middle East
Last week, Bank of England (“BoE”) policymaker Alan Taylor noted that the economic impact of the escalating Middle East conflict is uncertain, and that the UK faces downside growth risks if energy costs persist. A conflict-driven energy price surge has led markets to reduce expectations for a March rate cut to below 50%, with traders entirely pricing out a second rate reduction for 2026 due to spiralling inflation fears. The UK labour market presents a worrying picture, with youth unemployment spiking to 16.1% and the Office for Budget Responsibility (“OBR”) forecasting overall unemployment to peak at a 12-year high of 1.93 million. Rising energy costs have triggered fears of a new price shock, causing economic confidence to plummet, with the Institute of Directors (“IoD”) index dropping to -63 in February. Political uncertainty remains high as PM Keir Starmer's government faces backbench pressure after a by-election loss to the Green Party...
Stocks featured:
Rightmove, Entain and Intertek Group
To find out more about the investment management services offered by Walker Crips, please visit our website:
https://www.walkercrips.co.uk/
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.
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By Walker Crips Investment Management Limited
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Last week, Bank of England (“BoE”) policymaker Alan Taylor noted that the economic impact of the escalating Middle East conflict is uncertain, and that the UK faces downside growth risks if energy costs persist. A conflict-driven energy price surge has led markets to reduce expectations for a March rate cut to below 50%, with traders entirely pricing out a second rate reduction for 2026 due to spiralling inflation fears. The UK labour market presents a worrying picture, with youth unemployment spiking to 16.1% and the Office for Budget Responsibility (“OBR”) forecasting overall unemployment to peak at a 12-year high of 1.93 million. Rising energy costs have triggered fears of a new price shock, causing economic confidence to plummet, with the Institute of Directors (“IoD”) index dropping to -63 in February. Political uncertainty remains high as PM Keir Starmer's government faces backbench pressure after a by-election loss to the Green Party...
Stocks featured:
Rightmove, Entain and Intertek Group
To find out more about the investment management services offered by Walker Crips, please visit our website:
https://www.walkercrips.co.uk/
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.