Avsnitt
-
The latest US inflation prints and comments from Fed Chair Jerome Powell could really change Fed rate cut expectations. Tematica CIO Chris Versace explains how this might change the mood of the markets. He also catches up with IG’s Angeline Ong to discuss the latest significant hike in US tariffs on Chinese cars, chips, and the upcoming Google I/O conference.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
“Your capital is at risk. 71% of retail CFD accounts lose money"
-
Despite US earnings winding down there are two all-sessions stocks to watch in the coming week: WalMart (WMT) and Cisco Systems (CSCO). On the economic agenda the big dollar pivot point is widely expected to be Wednesday’s release of US consumer pricwes. The Fed has aleready warned that it’s seeing stronger data and this remains around inflation. That could see a return to USDF strength.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
Saknas det avsnitt?
-
Boeing’s Starliner launch was delayed due to a rocket glitch, but this is just one of many setbacks for the planemaker. The Federal Aviation Administration has opened new investigation into 787 inspections. Plus, probes surrounding the January door-plug incident continue. Tematica Research CIO Chris Versace believes it will take time before Boeing convinces its investors it has managed to get its house in order.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
“Your capital is at risk. 71% of retail CFD accounts lose money"
-
With the OECD having given its thoughts on global interest rates it says both the Bank of England (BoE) and the Reserve Bank of Australia (RBA) should keep rates higher for longer. While neither is expected to move traders will be keen to hear what each central bank has to say about the outlook. Also on the economic agenda is the first look at UK GDP for the first quarter. Will the economy have emerged from a shallow recession at the end of last year? On the corporate agenda, there’s a short list of companies to watch including Walt Disney (DIS), Airbnb (ABNB) and IAG.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
Many tech companies are looking to diversify their revenue streams by powering the AI revolution. One such company is Canada-based data centre company Hive Digital Technology. IG’s Angeline Ong caught up with HIVE’s CEO Aydin Kilic to find out why they have evolved into an ‘infrastructure as a service’ business, utilising hydroelectric energy from Sweden and Canada and geothermal power from Iceland.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Listener Statistic
Follow us on Twitter, Instagram, and YouTubs
*Your capital is at risk. 71% of retail FD accounts lode money*
-
We’re looking at another busy week ahead. FX traders will have the best opportunity to make money, although earnings are still high on the agenda. By the end of the week, we’ll have a good idea on how the US jobs market is going with payrolls from both the private sector ADP release and labour department numbers with non-farm payrolls. There are also job openings with the JOLTS data. This will all go hand in hand with the US Federal Reserve on a US rate decision on Wednesday. The US dollar will doubtless be at the forefront there. Then the euro is in focus on Tuesday with German and eurozone Q1 GDP, German retail sales and jobs and French CPI. Corporate that could be on the move include all-session US stocks Coca-Cola (KO), Amazon.com (AMZN), McDonald’s (MCD), Pfizer (PFE), and Apple (APPL). In Europe we have HSBC (HSBA), GSK (GSK), Shell (SHEL), Stellantis (STEL), Volkswagen (VOW), Adidas (ADS), and SocGen (GLE).
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
Trial results from Eli Lilly add to a growing body of evidence that suggests GLP-1 drugs, which include treatments like Lilly’s Mounjaro and Novo Nordisk’s Wegovy have medical benefits beyond diabetes and weight loss. Tematica CIO Chris Versace explains how these so-called ‘diabesity drugs‘ could affect healthcare and why their impact, positive and negative, could not be known for some time. He also discusses the impact of oil prices on monetary policy and Netflix.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 71% of retail CFD accounts lose money*
-
It’s a week where earning dominate with plenty of stocks on the IG list of all-sessions coverage. Some of the big US companies include Microsoft (MSFT), Alphabet (GOOG), Tesla (TSLA) Exxon Mobil (XOM), Chevron (CVX), Intel (INTC) and Ford Motor (F) to name just a few. Then in Europe Shell Oil (SHEL), Barclays (BARC), Lloyds Banking Gp (LLOY), NatWest (NWB), Unilever (ULVR), BNP Paribas (BNP) and Nestlé (NESN) as just some of those in Europe to watch. Economic data includes a raft of flash PMI from Japan, US, UK, eurozone, France, Germany etc. There’s also a first look at Q1 GDP in the US, ahead of the US rate decision the following week, and finally the Bank of Japan rate decision. The Japanese central bank has plenty of reasons to less hawkish that was originally thought at the start of the year.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
With almost every US data point from jobs to manufacturing and commodities prices showing upward price pressures remain, should there be an interest rate hike instead of a cut? Tematica CIO Chris Versace says he thinks the Fed can sit and wait on rates for now, without having to cut until the risk of rising inflation has truly eased.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 71% of retail CFD accounts lose money*
-
It’s back, front and centre, US quarterly earnings. Following the release on Friday of Q1 numbers from JP Morgan (JPM), Citigroup (C) and Wells Fargo (WFC), it’s the turn this week of Goldman Sachs (GS), Bank of America (BAC), Johnson & Johnson (JNJ, Procter & Gamble (PG) and Netflix (NFLX) amongst others. Watchout out for all these as they all trade all session on the IG platform to enable clients to take advantage. Meanwhile in Europe LVMH (MC) and ASML (ASML) lead the charge. Economic data may also provide opportunities for FX traders with US retail sales, UK jobs data and inflation while in China a raft of data including Q1 GDP, retail sales and industrial production. The big question there is will it provide the authorities with enough evidence of the need for state support?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
‘The rising competition in the EV space is not necessarily good for investors in this space,’ says Abbas Barkhordar, Co-manager of the Schroder Asia Pacific Fund ‘because margins will be squeezed and this is likely to lead to a fall in profits’. Barkhordar also discusses AI and China investment themes with IG’s @AngelineOng.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 71% of retail CFD accounts lose money*
-
Recent strong jobs, manufacturing and consumption data from the US have meant that hopes of a first Fed rate cut in June are fading fast. Wind Shift Capital’s CEO and Shard strategist Bill Blain explains why this is a new era of normalising interest rates and how investors should be positioned for this new cycle.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 71% of retail CFD accounts lose money*
-
Interest rate decisions from the eurozone, Australia, and Canada, plus FOMC minutes could make it interesting for FX traders in the coming week. Plus, Tesco, Delta along with Citi, JPMorgan Chase and Wells Fargo kick off the earnings season. Watch out for a written US banks earnings preview from IG’s Shaun Murison on IG.com.
-
Investing in the globally critical area of defence has never been so interesting. With the rise of technology as a driving force in security, the HANetf Future of Defence UCITS ETF is up 46% since the lows in October 2023. IGTV caught up with Tom Bailey, head of research at HANetf to discuss how the fund has developed as technology has become a more meaningful force in the global defence sector.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 71% of retail CFD accounts lose money*
-
In what is a relatively quiet week, with the UK markets out on Monday and some not yet back from a 3-day weekend with Easter celebrations continuing, US jobs data will dominate. On Tuesday it kicks off with JOLTs – job openings, then Wednesday the private payrolls with ADP job creations and on Friday the Labor Department’s non-farm payrolls. All this data has the potential to move both the dollar and the equity markets and if the data goes the same way has done recently we should see further record highs in the equity markets in the US. In the UK with markets out on Monday if another record is coming on the FTSE 100 it will have to wait until Tuesday. In the \uK there’s both the Nationwide and Halifax house prices in the week and construction PMI numbers. There’s also a big anniversary date to celebrate with the 75th year marked up at NATO. For many, this organisation is now more relevant than it has been in recent memory.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
‘We are ramping up our year-end target price for the S&P 500 to $5,500 from $5,200’ says John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management tells IG’s @AngelineOng. Stoltzfus also explains why much of this is linked to a shift in investor mindset and perception of the US economy.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 69% of retail CFD accounts lose money*
-
The minutes of the latest Bank of Japan meeting comes a week after the Fed signalled the economy was moving in the right direction for it to start cutting rates. Look out for the latest GDP growth rate print from the UK and Germany. France and the US release consumer confidence figures. Plus, Kingfisher and retailer H&M hand in their corporate report cards.
-
‘I would be disappointed if copper prices fell below support levels of around $8,860.’, said analyst and partner at SP Angel, John Meyer, ‘In fact, due to the current mood music out of China, I expect copper to stay above $9,000 per metric ton in the coming week’. Meyer also speaks to IG’s @AngelineOng about his outlook for gold and iron ore.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 69% of retail CFD accounts lose money*
-
Big week for rate decisions across four central banks; the Reserve Bank of Australia (RBA), Bank of Japan (BoJ), Federal Reserve (Fed) and Bank of England (BoE). Only the BoJ could move with markets expecting at least some loosening of its long held yield curve control, of course the Japanese central bank go for a rise in its 0% rate policy, that could see a spike in the yen, but more likely that will come in April. Outside of this FX traders will be on alert too with the German ZEW & Ifo reports, a full panoply of flash PMI data on Thursday and the UK inflation data from the consumers, producers and also the retail price index. Earnings include US all-sessions stocks Nike, Micron Tech and UK clothing retailer Next on FY numbers.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
-
‘Nvidia is very much like Ford in the automotive revolution,’ John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management tells IG’s @AngelineOng, ‘and the chip giant’s growth is likely to continue as it changes the playing field for almost every industry.’
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter, Instagram, and YouTube
*Your capital is at risk. 69% of retail CFD accounts lose money*
- Visa fler