True Potential Morning Markets

Today, we discuss the US inflation rate continuing to rise and how this is affecting transportation and housing prices. However, the US economy is showing resilience, what can we expect for interest rates in the coming week?

Over the last 18-24 months interest rates globally have been increasing. Has the European Central Bank decided to continue this pattern, and how will this impact the economy, markets and investors?

We are now well into this quarter’s earning seasons in the US and Facebook, now known as Meta, recently announced its profit and revenue data. George Bell, Portfolio Manager, take a look at the steps Meta has taken on its way to achieving this, focusing on the streamlining of its workforce and its heavy investment in new technologies.

Australia’s recent announcement of its quarter three CPI has now left markets bracing for another interest rate hike from the country’s central bank. Kevin Kidney, Investment Director, explains how the unique challenges Australia faces, including its energy exports and net migration, impact its inflation and how these measures compare to the US and Europe.

Today, we discuss why the unemployment rate has became experimental and what this means for investors. The job market is an indicator the Bank of England use to determine the trajectory of interest rates, find out more on Morning Markets.

Today, we review Japan’s deployment of negative interest rates due to the weakness of the Yen currency, as it has fallen -12.5% against the US dollar. How will Japanese Banks react, and how will this affect investors?

With wages growing faster than inflation, unemployment at some of its lowest levels in 20 years and growth trending at 5.4%, why is the US economy showing such resilience? George Bell, Portfolio Manager, breaks down what this strength means for interest rates and inflation, looking specific corporations who’s recent announcements mirror this positive data. 

More US Corporate Earnings results have been released, with both Tesla and Morgan Stanley disappointing markets overnight. Are high interest rates to blame? On the other hand, steaming platform Netflix excelled. How does this impact markets?

With next month’s interest rate update from the Bank of England coming up, Kevin Kidney, Investment Director, analyses the latest set of UK inflation data. He looks at how the current rates compare to the markets’ expectations and what this means for the price pressures affecting both core and headline inflation.

Wage growth has slowed by 0.1% from last month to 7.8%. If we include bonuses, the figure is 8.1% year on year growth but what does this mean for investors and inflation?