The Market Call

Week ending 02/02/24 February - Rate Reductions on Hold but Outlook for UK Small Caps Remains Positive


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Rate Reductions on Hold but Outlook for UK Small Caps Remains Positive

Jeremy and Gareth discussed issues in markets last week with the outlook for interest rates, inflation, the UK housing market, emerging banking strains based on commercial real estate lending with echoes of last year's US regional banking crisis, and the Mag Seven reporting season.

In the UK, they talk about STV, specifically its studio business, PE investor Chrysalis being more confident about the prospects of IPO exits for its companies, and IT services supplier FDM demonstrating more signs of stability. 

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The Market CallBy Progressive Equity Research