True Potential Morning Markets

Today, we discuss the Inflation trajectory in the US, changes to the US sovereign debt and what this means for markets. Additionally, we touch on the link between politics and the economy and how the two interact to cause market movements.  

Following the US Federal Reserve’s recent decision to hold interest rates, the organisation’s Chair Jerome Powell spoke about its target of bringing the country’s inflation down to 2%. These comments have caught the attention of markets as Jeff Cason, Chief Investment Officer, analyses while also looking at new GDP numbers for the UK.

We've not seen oil prices fall to these levels since July this year. Today we look at the reasons why the oil price is falling, and the impact the US and Chinese markets have on the consumer. #markets #investing #oilprices

Yesterday saw oil prices reduced by 4% in what has been an extremely volatile year of the oil market. Paul Durrans, Investment Director, analyses the factors contributing towards this, and how this volatility in oil prices is impacting both investments and inflation.

Today, we discuss the difference between Western and Central banks in their decisions to level interest rates. As the majority of global interest rates have seen a surprising halt to rises, why do Asia’s interest rates keep going up? 

Today, we discuss interest rates being paused and global equity markets returning a positive +5.5%. Why have interest rates been paused and what do positive equity markets mean for investments? 

Yesterday the Bank of England announced it was holding interest rates at their current level. George Bell, Portfolio Manager, explain what this means for long term economic growth in the UK and how the markets have reacted.

Yesterday’s meeting of the US Federal Reserve revealed interest rates in the country will remain the same, but what does this mean for the global economic landscape? Kevin Kidney, Investment Director, analyses how high employment and low growth across the globe is impacting the world’s economy, while looking at the market’s reaction to this.

Today, we discuss the US treasury’s report, stating the US Government require over $7billion in funding through the rest of 2023. How have bond & equity markets react and what does this mean for investors?

Today, we discuss the Inflation challenges Japan’s economy are facing and how they are altering their monetary policy to accommodate such challenges. By trying to reduce the rate of inflation, how could this affect investments?