True Potential Morning Markets

Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, discuss the Federal Reserve’s decision to cut interest rates by -0.25%, the Bank of England's decision to hold interest rates, and the effects of True Potential Portfolios.

Matt Henderson, Portfolio Manager, discusses asset returns from last week and the upcoming US interest rate decision, as well as the refreshed economic projections from the Federal Reserve.

Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the US inflation figures for August, the ongoing concern of higher prices from tariffs, and how the market reaction has impacted multi-asset investors.

Paul Durrans, Investment Director, discusses the weakness in US labour market data and how it could affect future interest rate cut projections for the Federal Reserve. US inflation data will also be released later this week, with expectations for it to edge higher from 2.7% to 2.9% and further away from the central banks 2% target.

Join Portfolio Manager George Bell and Investment Analyst Sam Elliott as they discuss why 30-year UK Gilt yields hit a 28-year high this week and why it matters, along with an update on the health of the US jobs market and interest rate expectations.

Kevin Kidney, Head of Investments, discusses the upcoming US jobs data and the impact it may have on the all but guaranteed interest rate cut from the Federal Reserve. Should the data be weak, expectations are for a- 0.5%-pts cut rather than a -0.25%-pts cut, stronger data may lead the market to push out current expectations for further interest rate cuts.

Investment Directors Sebastian Mackay and Paul Durrans discuss Nvidia’s Q2 results, which beat expectations for earnings and revenue. They also cover the market reaction to President Trump’s attempted dismissal of a Federal Reserve board member and France calling a no-confidence vote amidst strains on public finances.

Paul Durrans, Investment Director, discusses the latest developments from the Federal Reserve which saw global equities rally on Friday. Paul discusses the market moves but also the challenges the Federal Reserve still faces in the weeks ahead. Furthermore, the US tech sector is in focus this week with an important update from Nvidia.

Kevin Kidney, Head of Investments, and Sebastian Mackay, Investment Director, discuss the increasing UK inflation and the challenges it presents to the Bank of England on their interest rate cut trajectory.

Kevin Kidney, Head of Investments, discusses the upcoming UK inflation data due on Wednesday, and with UK CPI currently the highest across the G7, the Bank of England must revise its interest rate projections.