True Potential Morning Markets

Jeff Casson, Chief Investment Officer, takes a look at what we can expect from the week ahead. A big focus will be Inflation, with readings from the Federal Reserve and towards the end of the week, we will see Eurozone flash data. How will global markets react? 

This week, the technology firm, Nvidia, made Wall Street history with a record breaking share price increase, how has this impacted global equity markets, beyond the US? Kevin Kidney and George Bell take a closer look at the broad market reaction and discuss developments on interest rate expectations. #nvidia #equitymarkets #interestrates

Equity markets have shown surprising resilience since the start of 2024 and Nvidia’s recent earnings report has only enhanced this strength. Kevin Kidney, Investment Director, looks at how markets are adjusting their thinking in reaction to continued economic surprises, despite falling inflation pressures.

This morning, Chris Leyland Director of Investment Strategy is discussing Bank of England Governor Andrew Bailey’s comments to the Treasury select committee and our take on it.

This morning, Portfolio Manager George Bell provides an insight to the financial performance of key European banks including profit growth and their plans to return capital to shareholders.

Jeff Casson, Chief Investment Officer, looks to the week ahead, establishing what data we can expect and what it will indicate for the markets, the economy and investors. From the UK & Europe, there will be Purchasing Manager Indices (PMI data), which stand as useful indicators as to any momentum in the economy.

With all of the talk about a technical recession in the UK, True Potential's Chief Investment Officer Jeff Casson takes a look at the data driving the headlines this week, and analyses the challenge the UK government face with our economy struggling to grow. 

US inflation readings were stronger than expected yesterday, pushing government bond yields higher and weighing on equity markets. In the UK, however, inflation is falling faster than expected. What will this mean for interest rates and investors?

This morning our Investment Director Chris Leyland discusses the continued strength exhibited by the UK economy as we've seen higher than expected wage growth and a lower than calculated unemployment rate. Find out what this means for markets and your investments.

This week we've seen a positive reaction to US job reports last week, with inflation falling and set to fall further. Our investment panel Chris Leyland and Kevin Kidney review the impact of this news on the market this week, and what it means to your investments.