True Potential Morning Markets: Recent Episodes

True Potential

Join us weekday mornings where we bring you up to date with the most important investment market news of the day.

Today, Kevin Kidney, Head of Asset Allocation, covers the exceptional strength of the US equity market with new highs driven by Nvidia which has overtaken Microsoft to become the world’s most valuable company. Also, with global core inflation falling, is it time for policy makers to be forward thinking and lower interest rates?

Headline Inflation has finally reached the Bank of England's 2% target, but Core remains above target. George Bell, Portfolio Manager asks the question, if inflation targets have been hit when will see interest rate cuts?

With the release of Eurozone's wage growth figures, Chris Leyland, Director of Investment Strategy, discusses how wages are ahead of inflation, meaning that individuals can afford to spend and consume. Why is this important for investors? An increase in spending could boost the eurozone economy. #inflation #wages #economy

Today Jeff Casson, Chief Investment Officer previews the week ahead in investments, focusing on Thursday's interest rate decision by the Bank Of England. Jeff also dissects retail data coming out of the US, plus interest rate data from China, and what that means for your money.

This week Kevin Kidney (Investment Director) and Matt Henderson (Portfolio Manager) discuss the latest UK economic data and if this presents any issues for the next Government. Additionally, the pair review the latest inflation news coming out of the US, and why the US central bank take this into account when making its next interest rate decision.

investing #interestrates #economy #uk #jobs #election #inflationimpact

Yesterday financial markets received two major announcements from the US - the country’s inflation report and the Federal Reserve’s interest rate decision. Matt Henderson, Portfolio Manager, explains the details of these announcements and looks at what impact they could have on markets.

The upcoming general election is at the forefront for both investors and voters right now, with manifestos being released this week. Paul Durrans, Investment Director, looks at the current economy, including wages and inflation and how current economic activity suggests a problematic landscape for all political parties.

The latest reading from UK employment data shows that wage growth remains strong and is currently growing at a rate above inflation. George Bell, Portfolio Manager, examines what this means for the labour market and what repercussions data like this can have on the Bank of England’s inflation target and the upcoming general election.

Our Investment Director Kevin Kidney previews the week ahead with end of April jobs and GDP data coming through for the UK, and inflation data coming out of the USA, we'll dissect what this means for your investments.

This week George Bell, Portfolio Manager, and Faye Graham, Investment Analyst, review the European Central Bank's decision to cut interest rates for the first time in five years and the revision to inflation projections. The team also review the latest employment data from the US which reflected stronger than expected numbers for employment and wage growth over the month of May.

The US stock market hit a new high today as Nvidia surpass Apple for a market valuation of $3 trillion. Chris Leyland, Director of Investment strategy covers this, the cooling of the US job market and its affect on the equity markets as well as the imminent European Central Bank decision.

Today, Matt Henderson, Portfolio Manager, looks at recent economic data showing a moderation in growth in the US and what effect this is having on asset markets as well as the green shoots we’re seeing in other regions such as Europe and China.

Paul Durrans, Investment Director, focuses on the somewhat softer US manufacturing survey data and the reaction in markets. In addition, Paul discusses how markets can react to politics. This week we've had the election results in India and Mexico.

Jeff Casson, Chief Investment Officer, looks ahead to the European Central Bank meeting this week and significant expectation of the first interest rate cut. This would mark a divergence from post covid monetary policy which has been led by the US Federal Reserve. Can data point from last week throw the decision into contention?

Portfolio Manager’s George Bell and Matt Henderson on the last day of the month take a retrospective look at May in what was a positive month for both equity and bond markets. Resilience across developed market economies and business profitability paved way for breadth of regional equity market returns. Constructive themes for portfolios which outweighed political headlines.

Today, Kevin Kidney, Head of Asset Allocation focuses on corporate earnings upgrades, the strength of the global consumer and the effect this is having on equity markets. As prices rise above inflation the US consumer is now taking their money elsewhere with expectations for companies such as McDonalds, Starbucks and Pepsi to offer promotions to retain market share.

Paul Durrans, Investment Director, takes the opportunity to look at the key trends in equity markets and the benefits of global multi-asset exposures. With exceptional year to date figures in global equity markets, over the last week, AI enthusiasm has continued to support US equities.

Chris Leyland, Director of Investment Strategy, covers OPEC+ and their attempts to stabilise oil prices, the direction of US interest rates and the members of the European Central Bank’s comments which shed light on a potential cut in a decision taking place next week. Will we see a divergence of policy to the Federal Reserve and the Bank of England?

Paul Durrans, Investment Director and Matt Henderson Portfolio Manager cover what has been a busy week for markets and economic data. They discuss the latest UK inflation data, which disappointed but continues to trend towards the Bank of England's target. Despite softer UK retail sales they unpick why consumer confidence is rising. Finally, they discuss Nvidia, the company at the vanguard of Artificial Intelligence, was in focus for investors as they reported their earnings results for the first quarter of the year.

The Nvidia share price increase has added approximately $140 billion in market capital as the company communicates that it can’t keep up with demand. Matt Henderson, Portfolio Manager, covers the market reaction to the figures but also on the forecasts Nvidia are making for Q2.

Today marks the lowest level of inflation in almost 3 years and the record fall in energy prices are a major factor. George Bell, Portfolio manager, breaks down the key factors that have resulted in the 2.3% reading and the market reaction. Will the strength of the UK service data continue to push back the decision on interest rates?

In an important week for UK data, Jeff Casson, Chief Investment Officer, reviews comments made yesterday by Ben Broadbent, Deputy Governor at the Bank of England. Of particular interest were the comments on the interaction of wage growth and consumer prices and how it factors into inflation targets. In addition to this the Deputy Governor appears to have changed position on rate cuts in light of the evolving data even though just earlier this month he voted to keep them unchanged. Will the vote swing in favour in June?

Today, Head of Asset Allocation, Kevin Kidney, talks through the imminent release of UK inflation data that is likely to confirm it is back to Bank of England targets and why it may even fall below it. Will the continuing decline of UK price pressures and inflation coming in at target encourage more consumer spending?

Today, Kevin Kidney, Head of Asset Allocation and Matt Henderson, Portfolio manager, review the data from a week which provided record highs in global equities as well as UK employment. US inflation isn’t dropping to the Federal Reserve’s target, however the underlying factors are constructive with strong service sector data and robust employment in major economies. Will rate cuts be needed at all in the US?

This morning, Kevin Kidney, Head of Asset Allocation, discusses the economic factors that have resulted in a new all time high for global equities and the subsequent shift in narrative away from US led equities to the European market. This is turn is feeding a constructive earnings story for global corporates with positive revisions across multiple economies.

Today, Chris Leyland, Director of Investment Strategy, looks at the recent comments made by Fed Chairman Jerome Powell on the slowing of the rapid disinflation which was a key theme in 2023. Navigating the path of inflation has not been smooth but as economic factors shift, will the Federal Reserve change direction?

Paul Durrans, Investment Director, discusses the UK labour market data and how the rising unemployment rate will influence the Bank of England’s next interest rate decision in June. Despite the slight deterioration of employment figures, workers are still benefiting from higher pay.

Matt Henderson, portfolio manager, looks to the week ahead with the upcoming UK employment data and both the US and European inflation data. With different economic dynamics at play, how will this affect their respective central banks perspective on interest rates?

Today, Paul Durrans, Investment Director and Faye Graham, Investment Analyst, cover the Bank of England’s decision to hold interest rates and the strength of global equities led by the UK. Furthermore, why the team are optimistic about future returns from multi-asset portfolios.

Kevin Kidney, Head of Asset Allocation, covers the imminent developments from the UK surrounding the Bank of England inflation forecasts and market insight into Friday’s GDP print. The refreshed forecast is likely to chart a lower path of inflation over the next two years and will be critical in deciding monetary policy moving forward. Could UK inflation fall closer to 1% this quarter?

Today, Paul Durrans, Investment Director, looks into the encouraging UK construction data which shows noticeable improvements in both commercial construction and civil engineering. However with house prices stagnating in April after a March contraction, housebuilding firms will eagerly be awaiting the Bank of Englands decision to lower interest rates. Will this help stabilise a volatile mortgage market?

Today Matt Henderson, Portfolio Manager, looks to the week ahead and the Bank of England’s interest rate decision as well as the UK GDP report released on Friday. With the UK’s strong growth and economic data it has caused consensus estimates to rise, but what does that mean for equity markets?

This week, our expert Investment Management team review the factors that have caused US interest rates to remain at 5.25%. 175,000 jobs were added to the US economy and this has led to equity and bonds markets rising. Equally, companies such as Amazon and Apple have exceeded revenue expectations. All factors are considered by Jerome Powell in the Federal Reserve’s decision to hold interest rates, but how have markets reacted?

Today, Chris Leyland, Director of Investment Strategy, covers the Federal Reserve’s interest rate policy announcement and in particular the Chairman Jerome Powell’s press comments and what that language could be signalling. We also explore the asset market reaction to the announcement.

Today, Kevin Kidney, Head of Asset Allocation, covers the constructive shift in global growth throughout April and the Eurozone performance that saw the strongest growth impulse for 18 months. With falling inflation in the UK and an outperformance versus US equites, there are many reasons to be positive about the UK's economic outlook as well as the performance of multi-asset portfolios which are seeing the benefits of the global economy.

Today our portfolio manager, Matt Henderson, discusses the release of the European GDP data, with Spain and France exceeding market expectations. Also China released its latest manufacturing data which indicates expansion and is a stronger reflection of global economic strength as opposed to domestic growth in China.

Today Jeff Casson, Chief Investment Officer, discusses the anticipation of the US Federal Reserve’s statement on interest rate policy, how will this affect asset markets given the recent shift in rhetoric from Chairman Jerome Powell? We also see Apple and Amazon’s quarterly report this week rounding out the magnificent seven and the US unemployment figures.

Our expert Investment Management team discuss this week's corporate earnings updates from the large US Tech companies. Meta, Tesla, Google and Microsoft all reporting interesting results. In addition, the team covers how financial markets reacted to this week's global economic data and US inflation report. The data released lays the foundation for the upcoming central bank meeting in the US next week.

With many stock prices near all-time highs, corporate guidance appears to be having more influence upon the immediate market reaction, rather than actual earnings. Kevin Kidney, Head of Asset Allocation, looks at two stand out examples from this week in Tesla and Meta and what they reveal about the global corporate profitability cycle.

Manufacturing and services data shows an overall modest but positive economic trajectory for the UK. Paul Durrans, Investment Director, covers highlights from the report and how they may influence the interest rate policy discussions from the Bank of England as demonstrated by the recent comments from Huw Pill and Jonathan Haskel.

George Bell, Investment Director, discusses the services and manufacturing data in Japan and what it could mean for both future developments and broadening economic expansion. Also, we anticipate comments from the Bank of England’s Chief Economist Huw Pill today, and the insight it could provide to the Governor of the Bank of England’s positive perspective on inflation targets from last week.

Last week, stronger than expected economic data continued to reshape expectations on the outlook for interest rates. Moving into this week, Jeff Casson, Chief Investment Officer, discusses the continued volatility in both equities and sovereign bonds throughout April and the release of the US GDP data. Will US economic resilience continue and the data stay on trend for market expectations?

Our Chief Investment Officer Jeff Casson and Portfolio manager George Bell discuss the Federal Reserve's conundrum as they try to bring inflation down to their targets, amidst an economic backdrop of real wage growth and broadening economic growth across multiple sectors. Also a recent pivot on interest rate cut rhetoric from Jerome Powell, Chair of the Federal Reserve, contrasts to Andrew Bailey, Governor of the Bank of England’s comments. What does the divergence in policy expectation on interest rates mean from a portfolio perspective?

Today, our Director of Investment Strategy, Chris Leyland covers the recent market movements in oil prices and the broader geopolitical and socio-economic drivers behind them. We also get a performance overview of asset markets and the impact of bond yields for investors and their returns.

This morning, Investment Director Paul Durrans looks at the UK inflation trends. UK inflation is on a downward trend, but services inflation remains a key focus for the Bank of England and the prospect of interest rate cuts. Also discussed are the latest comments from the Chair of the Federal Reserve who yesterday pulled back from the prospect of interest rate cuts anytime soon in the US.

This morning, we discuss recent UK employment data, outlining that although unemployment has risen to 4.2%, real wage growth has remained positive and this could cause the Bank of England to review interest rates in the coming months. How have markets reacted to the current economy and recent employment data?

Jeff Casson, Chief Investment Officer, addresses the recent geopolitical tensions and how it has affected markets, highlighting the important consideration of how asset markets are dealing with it and reflecting it? In the UK the focus will be jobs, inflation and retail data informing if and when a reduction in interest rates from the Bank of England will take place.

Our expert Investment Management team discuss the strength of US economic activity, its inflation data and the weak inflation report coming out of China. We also cover the European Central Bank’s decision to leave interest rates unchanged and discuss the encouraging economic data from the UK.

Our Investment Director, Paul Durrans, reviews the latest US inflation report, outlining that inflation has risen to 3.5% against the Federal Reserve’s target of 2%. This has been caused by strong consumer demand in the services industry, driving prices higher and boosting growth in the economy. How has rising US inflation and economic growth affected markets overall?

As we look ahead to announcements later this week, data remains strong and points to GDP expansion across all major economies. Our Head of Asset Allocation, Kevin Kidney, explains the remarkably positive forecast for US corporate earnings expectations over the next 3 years and how that sentiment is being shared globally, with equity markets being the primary beneficiary.

The British Retail Consortium have reported the fastest rate of growth since August last year, exceeding the market consensus. Matt Henderson, portfolio manager, explains the contributing economic factors and highlights the easing in the cost of living crisis and UK wage growth, to be contributing factors to the improved figures.

The strength of the US jobs report last week has turned attention to the Federal Reserve and it’s decision on interest rate cuts, with speeches from many FED Board members in the past week, playing down the possibility of a rate cut in the near term. Jeff Casson, Chief Investment Officer, discusses the upcoming US CPI data, the minutes from the Federal Reserve March meeting as well as the upcoming ECB meeting and inflation data from China.

Our expert Investment Management team review the US employment figures which are exceeding market expectations, adding over 300,000 jobs to the US economy. They also cover the survey data for service and manufacturing for both the US and China, exploring the shifting dynamics within the Chinese economy and the nuances that come into financial forecasting.

US employment has exceeded expectations for growth with the highest rates of job creation since summer 2023. Jeff Casson, Chief Investment Officer, discusses the acceleration of wage growth in the US for those changing jobs, the ISM services data and the factors that play into the central banks difficulty in determining the trajectory for interest rates.

With downbeat forecasts on growth for China, Europe and UK at the start of the year, the positive revisions we have seen have led to a theme of global synchronised optimism and strong outcomes for portfolios in Q1. Kevin Kidney, Head of Asset Allocation discusses the consequences of such revisions and the divergence of inflation outcomes.

After the release of inflation data points from Europe and the US last Friday, Matt Henderson discusses the persistent disinflation trend seen in Europe and the released PCE data coming from the United States. New data on US manufacturing also shows signs of improvement, ending with Friday's key US employment report.

On today’s Morning Markets, Chris Leyland, Director of Investment Strategy, focuses on the biggest drop to Yen against the Dollar in over 30 years and the reaction of policy makers in Japan. With import prices being driven up and cost of living increasing, there is an expectation of intervention. Also we look ahead to the release of US inflation data this Good Friday.

On today’s episode we look into the first positive readings for UK retail sales in 11 months and what that could mean for economic growth. Portfolio Manager George Bell also talks about the developments in the energy sector, the increase in oil prices and Russia’s orders to cut oil output in order to meet OPEC+ targets.

For today's episode, Matt Henderson, Portfolio Manager, looks at the week ahead, assessing data points from the UK, US, Europe and Asia and what they tell us. Throughout the week, Central bank speakers will focus on current economic backdrop and monetary policy, which will be significant for financial markets. #centralbanks #markets #assets

The Bank of Japan, the Bank of England and the Federal Reserve all provided an update on their respective interest rate policy this week. Matt Henderson and Paul Durrans discuss what actions were taken by each central bank, as well as discuss the key messages and how the markets reacted.

The Federal Reserve have forecast three interest rate reductions in 2024 with indications of fewer rate cuts in 2025. Jeff Casson, Chief Investment Officer talks about the US GDP forecast, ongoing resiliency in US economic activity and expectations of higher growth for the next 3 years. How have equity and bond markets reacted to this?

As the Bank of England prepares for its Monetary Policy Committee this Thursday, inflation continues to fall and wage growth data may further encourage this towards their 2% target. George Bell, Portfolio Manager, discusses the market anticipation of an August interest rate cut. Today also marks an update from the US Federal Reserve on their economic projections as well as the dot plots graph which demonstrates each members interest rate projections into the future.

The Bank of Japan was the only central bank in the world applying a negative interest rate within its economy but new monetary policy decisions have shifted this. Matt Henderson, Portfolio Manager, discusses some the changes to the Bank of Japan’s monetary policy as well as their move out of negative interest rates and what that means for Japanese asset markets.

Indications of broadening wage based inflation could result in the Bank of Japan exiting negative interest rate policy for the first time in over 8 years. Kevin Kidney, Head of Asset Allocation, takes a look at the potential changes in Japan, the upcoming UK CPI print and whether we will continue to see a cooling of inflation pressures and the revised market expectations of interest rate cuts.

With challenges for UK growth in contrast to a strengthening US economy, Kevin Kidney and Paul Durrans explain factors such as the UK private sector employment data, how it feeds into the GDP print released this week and how that reflects the stark contrast. We also get the equity market reaction to these developments with the expectations of falling interest rates.

Recently, we've seen Impressive equity market performance across regions - but what is driving them? Kevin Kidney, Head of Asset Allocation, discusses the different factors influencing equity markets and highlights the fundamental change in Japan's corporate attitudes towards shareholders as well as the Eurostoxx 50 outperforming the US.

Can the UK hit the office for budget responsibilities targets with the current growth impulse and employment trends? Kevin Kidney, Head of Asset Allocation, discusses whether the UK economy can grow with low private sector job growth. Also, the latest US CPI data also presents a challenge to the global 'disinflation' narrative.

The latest UK employment report shows some softness with a further moderation in wage growth while the unemployment rate unexpectedly increased. Paul Durrans, Investment Director discusses what this may mean for the Bank of England and the prospect of interest rate cuts.

Central banks are monitoring price inflation before looking to change monetary policy. Matt Henderson, Portfolio manager, discusses how inflation data could influence the US interest rates and how the UK’s fourth quarter GDP and unemployment report may influence the Bank of England’s upcoming interest rate decision in the coming week.

Our expert Investment Management team review: Jerome Powell’s recent testimony, suggesting that we are not far from seeing interest rate cuts. With commentary on the US economy exceeding market expectations for employment, how could interest rate cuts by the European Central Bank and the US Federal Reserve affect your investments?

With 5 months of consecutive increases in the Halifax house price index, the data suggests relative stability in the housing sector. Chris Leyland, Director of Investment Strategy, discusses the Halifax UK house price data, falling mortgage rates and the expectation of interest rate cuts in the UK.

With expectations for inflation to decline and growth to climb across major Western economies, market volatility has fallen as a result. Kevin Kidney, Investment Director, talks through how improving market stability and the fall in the correlations between equity and bond prices has enabled multi-asset portfolios to perform well.

China’s annual budget has set an ambitious growth target of 5% amidst the nations economy facing a number of potential headwinds. Matt Henderson, Portfolio Manager, talks through the key announcements and the market reaction as well as the fiscal dynamics at play in China.

The European Central Bank meeting takes places later this week and Jeff Casson, Chief Investment Officer discusses the positive comments for inflation and the revised set of economic projections expected. The market will be focusing on the National People’s Conference in China and any social or economic policy that could boost the economy.

Global equities are up 4.3% over February with Japan being the best performing region, Jeff Casson and Matt Henderson discuss the market reaction to headline and core inflation, the rise in personal income and India’s exceptional GDP growth in emerging markets.

The French inflation data has been released and Chris Leyland, Director of Investment Strategy, digs into the key components that have brought inflation in France down to its lowest level in over two years.

Prospects for global growth continue to improve, as falling inflation eases pressure on disposable incomes. Investment Director Kevin Kidney looks at the positive economic signals coming from the US as GDP continues to grow above trend as well as an expected pushback to interest rate cuts in the UK and US.

Over the last 30 years, Japan has averaged almost zero inflation, however, since Covid, inflation has been creeping back into their economy. Paul Durrans, Investment Director, looks at this mornings inflation report and discusses whether the Bank of Japan can finally move away from their unorthodox monetary policy of negative interest rates.

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? #inflation #federalreserve #bankofengland

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.

China released their consumer price index data, which came in lower than expectations with a fall of -0.8%. What were the most significant driving factors? Chris Leyland, Director of Investment Strategy, digs into the underlying components and explains our take on this.

Yesterday, the latest US ISM Services survey data was released. With Services contributing to more than 70% of the US economy this survey provides a timely insight into the health of this sector and the broader economy. Paul Durrans, Investment Director, explains why this data is reinforcing the country’s economic resilience.

On the back of an incredibly robust NonFarm Payroll report out of the US last Friday, our Chief Investment Officer Jeff Casson previews the week ahead and what the report could mean for interest rates, and your investments.

Our investment team look back at an eventful week for global markets, focusing on interest rate decisions from the Bank of England and the Federal Reserve. Furthermore, they discuss why the US economy continues to remain resilient and discuss financial results from the large US tech firms.

Last night Jerome Powell, Chair for the US central bank, announced what most economists had predicted - the Federal Reserve would be holding interest rates at 5.25%. Chris Leyland, Director of Investment Strategy, looks at the details of this announcement and what it means for your money.

The global economy continues to demonstrate strong evidence of ‘disinflation’ – that is, falling price pressures and a trend towards central banks favoured 2% CPI targets. It continues to be the consensus that central banks will communicate the likelihood of lower interest rates over the coming months.

The US Treasury borrowing requirements were lower than projected in October 2023. The prospect of the supply of US government bonds being $100bn lower than expected for Q1 and Q2 2024 coupled with expectations of positive real GDP, falling inflation and the propsect of interest rate cuts paints an effective picture for asset markets. Global bond markets also responded positively on the day to a shift in tone from certain European Central Bankers, more open to the idea of interest rate cuts in Summer of this year.

Investment Director Paul Durrans will take us through what will be an important week for investors. The Bank of England and the Federal Reserve will be meeting to decide if a change to interest rates is necessary. Key inputs such as labour market data, wage growth and economic activity will be released this week.

This week George Bell and Matthew Henderson reflect on developments in the US, focusing on the region’s recent strong economic growth. They look at how this, alongside positive movements in global equity markets, has affected your investments.

Our Portfolio Manager, Matt Henderson dissects the purchasing manager's index data out of Europe, the US and the UK - which looks at manufacturing and services within the regions.

Chris Leyland, Director of Investment Strategy, looks at the overnight announcement from the China who pledged to cut banks' reserve requirements by 0.5% in an effort to stimulate their economy. This will release one Trillion Yuan in long term capital. How are markets reacting to this?

This morning our Investment Director Paul Durrans discusses the latest interest rate decision in Japan as well as the policy changes in China to help support their domestic equity markets. In addition, news this morning that the UK government borrowed less in December which may increase the likelihood of tax cuts heading into the general election.

As we come to the end of a shortened week due to MLK day in the USA, our Investment Directors Kevin Kidney and Paul Durrans review an eventful week in the UK markets and provide some clarity on the issues with the Chinese economy.

Today, Kevin Kidney, Investment Director, takes a look at economic data and how this is impacting current market trends. With data suggesting positive economic growth, why have markets trended downwards?

Chris Leyland, Director of investment strategy, discusses the unexpected rise of UK inflation which is now at 4%. What caused the inflation rate to rise, how has the government responded, and how have asset markets reacted?

Today saw another sharp reduction in UK wage pressures which supports the case for lower interest rates. With inflation on course to be near the Bank of England's 2% target by late spring and with softer wage pressures today, the market is becoming increasingly confident that interest rate cuts could come as soon as May.

This morning our Chief Investment Officer Jeff Casson takes us through the week ahead, looking at the UK inflation report, Chinese 4th quarter GDP information and the release of the FED's Beige Book, and what impact that could have on your investments.

For the first episode of a brand new series, join Jeff Casson & George Bell as they outline how markets this week have affected your investments, specifically looking at oil prices, mortgage rates and inflation.

This morning our Investment Director Paul Durrans reviews the surprising wage growth data coming out of Japan, and the importance of the US inflation report released later today.

Last September oil prices peaked for 2023 at $93 per barrel, but since then they have fallen significantly. This is despite the current conflict in the Middle East, which usually indicates a price increase. Chris Leyland, Director of Investment Strategy, looks at the current state of the oil market as a whole, focusing on the more subtle factors that are affecting these figures.

Join Jeff Casson for a look at the week ahead and a summary of Friday's US Jobs report which highlights that wages are rising faster than inflation. Looking ahead, we can expect to hear more about inflation, retail sales in Europe and in both the US and the UK we will begin to see earnings reports for Q4 2023 from big names such as M&S, Wells Fargo and Bank of America.

This morning the latest reading on the UK consumer was released, highlighting UK retail sales for the month of November. Paul Durrans, Investment Director, delves into the details of these numbers, looking at why low growth in this area is still ahead of expectations, and what this means for the broader UK economy.

We’ll be back with Morning Markets on the 8th of January 2024, this time with a slightly different format. At the end of each week, we’ll be bringing you a round-up show, discussing the week’s performance and how it has affected your investments. Have a great festive period from all of us here at True Potential!

Evidence of falling inflation in the UK is increasing the magnitude of interest rate cuts the market expects for 2024. This is pushing down on bond yields, driving positive price returns for Gilts and UK equities. George Bell, Portfolio Manager, discusses the key market moves.

This morning we saw UK headline inflation come in at 3.9% year-on-year for November, well below economists’ expectations of 4.4%. This is the lowest level of headline inflation since September 2021 - how have markets reacted?

With the announcement that the Bank of Japan's monetary policy will remain unchanged, Portfolio Manager Matt Henderson delves into what that means for bond yields, the strength of the Yen, and your investments.

Last week we saw strong performance from both equity and bond markets, what caused this? Markets are exceedingly confident that interest rate cuts will follow in the US , Eurozone and the UK over the next 6 months. In addition to this, Inflation has well and truly peaked and will slow considerably across all major economies next year.#inflation #equitymarkets #bondmarkets

Yesterday the Bank of England voted to hold interest rates at 5.25% for the third time in a row. George Bell, Portfolio Manager, looks at the key takeaways from the meeting, how falling inflation has influenced their decision and why all this could be more good news for investors.

Yesterday the Federal Reserve had its latest say on the health of the US economy and its expectations going forward. For the third time in a row, they left interest rates unchanged, but what does this mean for investors? Paul Durrans, Investment Director, looks at the positive market reaction and why the US Central Bank is guiding to further interest rate cuts next year.

Hot off the press this morning is UK GDP data for the month of October. Additionally US inflation data for the month of November was published yesterday. Our Investment Director Kevin Kidney dissects how this has affected global markets.

As UK unemployment news comes out this morning, our Director of Investment Strategy, Chris Leyland dissects what it means for the Bank of England, interest rates and the UK economy.

Last week ended with the customary release of the US jobs report. The detail in the report was better than expected, with a 199k increase in payrolls for November and the unemployment rate falling to 3.7% in November.

From the Federal Reserve’s perspective, will the average hourly earnings increase of 4.0% year on year influence the interest rate decision this week?

Oil prices drop due to lower demand and higher supply, with the US now producing more oil than they did pre-covid. For every day consumers, this translates to lower petrol prices, and could put downward pressure on headline inflation. #oilprices #us #petrol #inflation

In today’s Morning Markets Chris Leyland, Director of Investment Strategy, focuses in on UK sovereign bonds. He dissects why they have shown strong returns for investors in recent weeks and how changing expectations of interest rates in the UK, US and Europe influencing their prices.

Yesterday's job opening data demonstrated a cooling in demand for workers, coupled with evidence of moderating inflation in the US markets are implying interest rates are high enough to bring inflation to the Fed's 2.0% target in 2024. Portfolio Manager, George Bell is here to provide context.

November was a remarkable month for asset class returns within diversified portfolios. The US, Europe, UK, Japan, and most emerging markets participated in this asset price rally. However, China did not, and Investment Director Kevin Kidney joins us to explain why.

Chief Investment Officer Jeff Casson kicks off this week’s Morning Markets with a look back at the key trends that dictated last week’s performance, focusing on the recent rise in equity and bond markets. He also looks ahead to upcoming economic announcements from the US, Europe and China that will likely shape this week’s movements.

November was a very encouraging month for equity and bond markets. Portfolio Manager George Bell takes us through the key components driving returns.

Yesterday’s inflation figures from Germany have reinforced the latest trends we have been seeing across Europe, that inflation across the continent is coming down. 12 months ago inflation in the country was at 11.6% as Paul Durrans, Investment Director, looks at how higher interest rates have played a key role in reducing this figure.

A number of senior officials from the Bank of England and European Central Bank attempt to push back against expectations for interest rate cuts as early as Spring next year. However, the more interesting interventions have come from US policymakers with Governor Bowman and Governor Waller pushing for interest rate rises. In addition, OPEC, the cartel for global oil production, is locked in a mini dispute about the magnitude and distribution of ongoing production cuts.

Andrew Bailey was in Newcastle upon Tyne yesterday discussing the economic and monetary policy backdrop for the UK. Our Chief Investment Officer Jeff Casson joins us this morning to digest Bailey's visit, plus the impact Thanksgiving and Black Friday has had on the U.S. markets, and what that could mean for your investments this week.

In today’s Morning Markets, Matt Henderson looks at the latest set of PMI data from the US and what this means for the country’s servicing and manufacturing industries. He breaks down the contrasting results for each while analysing how the three main components of these industries - new orders, pricing and employment - have influenced these numbers.

Yesterday we had PMI (Purchasing Managers Indices) readings across Europe and the UK which offer insight into the strength of the manufacturing and services industries. This data helps to establish whether an economy is expanding or contracting. How did the UK data look in comparison to Europe?#economicgrowth #inflation #pmidata

The UK was expected to fall into a recession this year, but yesterday’s Autumn Statement from UK Chancellor Jeremy Hunt has helped highlight that this hasn’t been the case. Kevin Kidney, Investment Director, reflects on some of the key announcements that reinforce this while looking at what these mean for workers, businesses and your investments.

Paul Durrans, Investment Director, discusses yesterday’s minutes from the latest Federal Reserve meeting. This offers insight into the central bank's latest assessment of the US economy, with investors looking for clues on where the US central bank members see the path of interest rates heading.

The US Federal Reserve has taken interest rates from 0.25% to 5.50% since March 2022 in a battle to combat inflation, but have we seen the end of these hikes? George Bell, Portfolio Manager, offers insight into current market expectations ahead of today's release of the Federal Reserve minutes.

With the Autumn Statement looming for the UK, and Thanksgiving in the US at the end of the week, our Chief Investment Officer Jeff Casson takes a look at the week ahead and the potential impact on global markets. How does Black Friday illustrate the health of the consumer markets? How could taxation changes from the Autumn Statement affect UK businesses and consumers? Find out on today's Morning Markets.

This week we have seen a meaningful moderation in US inflation readings, on Thursday this theme was supported by evidence of a cooling in the labour market and the prices paid for finished goods and services. George Bell, Portfolio Manager, analyses the details of these reports and the market reaction.

The US economic cycle remains robust and the path of falling inflation gives confidence that interest rates will not rise further. How does this impact markets? Equity markets are the primary beneficiary of falling price pressures. #inflation #markets #investing

Yesterday markets were focused on the US Federal Reserve’s announcement of inflation falling closer to its 2% target. This morning that attention turns to the UK, as inflation falls again to 4.6%. Paul Durran’s, Investment Director, explains the factors leading to this and why both of these announcements are a positive for interest rates, investors and markets.

The UK economy's continued resilience remains impressive as thousands of jobs have been added, contrary to projection data. Matt talks about the UK wage inflation and how that affects your investments.

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?

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?

Three major US banks announced earnings from the most recent quarter on Friday, which will impact both share prices and the wider markets. Paul Durrans, Investment Director, explains why the announcements from JP Morgan, Wells Fargo and Citibank are ahead of analyst’s expectations, while looking ahead to other corporate results set to be announced this week.

Matt Henderson, Portfolio Manager, details the latest US inflation data, looking at how markets are reacting to a continued fall in core inflation. He also breaks down how headline inflation in the US is effecting assets and what this means for future Federal Reserve interest rate changes.

Could bond market movements impact inflationary pressures and interest rates? The recent market moves with both equity and bond yields are leading the Federal Reserve to potentially reconsider their position on interest rates.

Yesterday both equity and sovereign bond markets rallied, but what influenced these moves? Additionally, with Q3 Corporate Earnings season beginning, Investors watch closely to see how financial results compare to analyst estimates and whether this is correctly reflected by their share prices.

Following the tragic invasion of Israel over the weekend, global markets begin to react to and concern grows around what this means for global oil and gas prices. George Bell, Portfolio Manager, breaks down this market reaction and how sanctions on Iran could disrupt headline inflation.

Today, we discuss the ramifications of surprising Employment data below expectations. With an economy that continues to defy expectations, only 336,000 jobs were added through September, mainly in part-time and Government roles. As wage growth equally comes in below expectations (0.02% month by month), how will the Federal Reserve and Central Banks react?

Today, we discuss global employment data as this is representative of the strength of the economy and is a critical factor in how Central Banks alter interest rates. In the manufacturing sector, we are seeing a weakness in employment, however, countries such as the US are using tourism to create a strong labour force.

What are the reasons behind recent market moves? George Bell, Portfolio Manager, takes a look at what has been impacting market volatility and the effect this has had on investors.

Yesterday saw the release of the Job Openings and Labour Turnover Survey (JOLTS) in the US, producing some unexpected results. Paul Durrans, Investment Directors, reveals how this demonstrates the resilience of the US jobs market, while also looking ahead to the three other data sets being released this week.

The US economy continues to exhibit strength, with manufacturing data recording its best results since November 2022. What could this mean for investors?

Today, we discuss the US avoiding Government shutdown by extending their decisions on annual budget and health care spending, resulting in a US equity boom. Also, we review data from China, highlighting market cooling and unemployment figures being on the rise. How does the changing global economy affect your investments?

On today's Morning Markets, the Bank of England have made the decision to pause UK interest rate rises. What will this mean for markets and investors? Subscribe to the True Potential YouTube to learn more.

On today's Morning Markets, what is happening with interest rates in the US and UK, how will changes in inflation affect markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

Why did UK inflation surprisingly drop to 6.7%? Chris Leyland, Director of Investment Strategy, provides analysis on UK inflation and what it means for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, looks at the rising oil prices and how this affects markets and investors. Plus, a preview of UK inflation data. Subscribe to the True Potential YouTube Channel to stay updated.

Chris Leyland, Director of Investment Strategy, looks at the decision of the European Central Bank to raise interest rates to a record high. Plus, a very good day for equity markets amid robust economic data and policy support.

Jeff Casson, Chief Investment Officer, provides analysis on the latest US inflation and what this will mean for markets and investors. US inflation increased to 3.7% amid higher energy prices. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, what can we learn from the latest UK GDP data and what's affecting UK economic growth? Subscribe to the True Potential YouTube Channel to learn more.

On today's show, the latest UK jobs and wage growth data analysed. How will inflation and interest rates be affected? Plus, what's happening in the bond markets. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, the Bank of England's business survey reveals insights on what's happening with wage rises and business expectations in the UK. Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

On today's Morning Markets, what is the Bank of England Governor Andrew Bailey indicating about UK inflation and interest rates? Jeff Casson, Chief Investment Officer, provides analysis on this and also what we're seeing in the US and global economies.

On today's Morning Markets, OPEC have announced a continuation of reduced oil output. What impact will a sustained higher oil price have on economic growth? Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

On today's Morning Markets, why a cooling US economy has been good for markets moving higher. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, what's happening with inflation globally and how will this affect interest rates? Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides an update on the European inflation and how this affects the interest rate outlook. Plus, further evidence on a cooling in the US economy. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, the latest data from the US economy and why equities and bonds have rallied. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets recaps the Jackson Hole meeting of the world's leading Central Banks. What did we learn from Federal Reserve Chairman Jerome Powell on interest rate rises? Plus, positive economic developments from China. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets looks at the importance of AI leader NVIDIA, with their share price soaring and impressive business results. Plus, US Federal Reserve Chairman Jerome Powell is set to speak at Jackson Hole, what could this signal for interest rates?

On today's Morning Markets, a look at the latest economic performance indicators and what we can learn from them. Yesterday was a more positive day for investors, with equity markets showing positives.

On today's Morning Markets, there's positives for investors in Japan's latest economic data releases. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, a closer look at the issues facing the Chinese economy, and how the collapse of Evergrande has impacted markets and investments. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, looks at the economic challenges in China and how this affects the global economy. Jeff also provides a recap on what happened in markets last week, and previews the week ahead for investors.

On today's show, what does US economic strength mean for you the investor? George Bell, Portfolio Manager, provides analysis on the latest US unemployment data. Subscribe to the True Potential YouTube Channel to learn more.

On today's show, how did markets react to UK inflation remaining high, and what could this mean for future interest rate rises? Also, the US economic growth remains strong, which presents both opportunities and challenges going forward. Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, provides analysis on UK inflation falling to 6.8%. What's behind the fall in inflation, how did markets react, and how does this impact the economic outlook? Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, UK wages are on the rise, what could this mean for inflation and interest rates? Subscribe to the True Potential YouTube Channel to learn more.

US inflation has increased to 3.2%, what is behind the rise in inflation, and what will it mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

Yesterday saw a significant spike in European gas prices, with a jump of 40%. What will this mean for markets and investors, how will you be affected? Chris Leyland, Director of Investment Strategy, provides analysis. Subscribe to the True Potential YouTube Channel to learn more.

On today's show, the banking sector is in focus, with credit downgrades for banks in the US, and a surprise bank windfall tax announced in Italy. How are these developments affecting markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

On today's show, George Bell, Portfolio Manager, provides analysis of the latest US company earnings. What surprises did we see from the likes of Amazon, and what positives will investors take from these reports? Subscribe to the True Potential YouTube Channel to learn more.

On today's show, Kevin looks at what happened in markets yesterday, providing analysis on what the surprise US credit downgrade meant for investors. Plus, what's happening in bonds markets? Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, looks at the US credit rating downgrade and the impact this may have on markets and investors. Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

On today's show, an update on the Chinese economy and how this affects your investments. China is an important part of the global economy, and the latest economic data provides some important insights for investors. Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

Data from the US indicates strong economic resilience, will this strength continue? Furthermore, in what had already been an important week for global central banks, the Bank of Japan added to the excitement with interest rate hikes.

Chris Leyland, Director of Investment Strategy, provides analysis on the latest central bank decisions around raising interest rates. Are we now at peak interest rates? Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, provides analysis on the Federal Reserve decision to raise interest rates to a 22 year high. What will this mean for inflation and what positive economic signs are coming through? Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides analysis on the latest economic data and what it means for investors. There's developments with US Central banks, political movements in China, and company reports from Google and Microsoft. Subscribe to the True Potential YouTube Channel to learn more.

economy #markets #investing

On today's Morning Markets, there is growth in global equities, what does this mean for investors? Kevin Kidney, Investment Director, provides analysis on the latest market movements. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, analysis of the latest business results from Tesla and Netflix. How are these tech giants performing, and what will the results mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, what impact did yesterday's UK inflation surprise fall have for investors? How will this affect interest rates going forward? Kevin Kidney, Investment Director, reports on another positive day for markets.

There's plenty of positives for investors this morning, with improving markets and UK inflation falling to 7.9% which is the lowest it has been in more than a year. There's also data from the US showing improving sentiment and sales. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, a look at the significance of company earnings and what impact these could have for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

In yesterday's US inflation report, both core and headline inflation were lower than last month's reading, but how did the markets react to this?

What’s are forecasters predicting for US inflation? Chris Leyland, Director of Investment Strategy discusses the possibility of Inflation continuing on a downwards trajectory.

The slowdown is partly due to a high base effect from last year when a surge in energy and food prices pushed headline inflation to 9.1%, a level not seen since 1981.

Key indicators are showing unexpected resilience of the UK’s economy. Jeff Casson, Chief Investment Officer, discusses the elements contributing to this, including underlying strength in the labour markets, and the utilising of high savings levels built during the pandemic period.

economy #resilience #data

The latest economic data from the US shows strength and resilience, which may have an impact on the outlook for inflation and interest rates. Find out how markets reacted, and subscribe to the True Potential YouTube channel to learn more about the economy and investing.

On today's Morning Markets, analysis of the latest economic signals from the US market, and what's happening with oil prices and energy supply in the global economy? Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, looks at what's happening to interest rates globally and what this means for markets and investors. Are we at peak interest rates? Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

On today's Morning Markets, the latest economic data from the US shows how consumer demand is changing and what this means for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

In today's episode, Jeff Casson, Chief Investment Officer, discusses the most recent inflation data from the US and Europe, as well as his expectations for the coming week.

On today's Morning Markets, US GDP economic growth has been revised upwards, what does this positive economic news mean for markets and investors? Plus, US inflation data is due later today, how will markets react? Subscribe to the True Potential YouTube Channel to learn more.

Central banks from around the world are meeting to discuss inflation and interest rates. What is the outlook for the world economy, and is inflation a global issue right now? Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets explores the economic strength shining through in the US economy, with the latest economic data from housing and industrials providing evidence of rising economic indicators.

On today's show, analysis on how the global economy impacts investors, with the latest data analysed from European and Chinese markets. Subscribe to the True Potential YouTube Channel to learn more.

The Bank of England has raised the UK interest rate to a fifteen year high at 5%, what will this mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

UK inflation remains stuck at 8.7%, which will be significant to the Bank of England's upcoming decision on interest rates. What does all of this mean for you the investor and how did markets react yesterday? Subscribe to the True Potential YouTube Channel to learn more.

The latest UK inflation data has been released, what will this mean for the Bank of England's upcoming decision on interest rates? Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

With interest rates on the rise to help mitigate high levels of inflation, can we expect to see a disinflationary trend?

Both headline and core inflation have seen a decrease since the European Central Bank decided to raise interest rates.

Jeff Casson, Chief Investment Officer, provides an update on US inflation and what falling prices will mean for markets and investors. Plus, what's happening with UK economic growth? Subscribe to the True Potential YouTube Channel to learn more.

Can we anticipate improved economic growth as UK wages rise, and the number of people working in full-time employment has increased?

In this episode, Investment Director Kevin Kidney provides an update on the UK jobs market's performance and the state of the global equity markets

On today's show, how does inflation differ in asian economies versus western economies? Matt Henderson, Portfolio Manager, provides analysis on inflation in China. Subscribe to the True Potential YouTube Channel to learn more.

On today's show, Japan is one of the best performing economies in the world right now, why? Join us for analysis on the excellent GDP growth and subscribe to the True Potential YouTube Channel.

Jeff Casson, Chief Investment Officer, provides analysis on the surprise interest rates decision taken by the Bank of Canada, and what this means for markets, investors, and what it tells us about inflation in a global context.

On today's show, analysis on the latest economic data out of Germany, and how Europe is performing based upon the latest data on economic activity. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, the UK economy continues to grow with the services sector driving strength. There's also a further update on OPEC and the surprise decision to cut oil output.

Today’s Morning Markets focuses on the largest economy in the world, analysing key indicators for US economic health. Why is this important for investors and what are key indicators revealing?

useconomy #data #investing

Today we review the Jolts survey for job openings and labour turnover data in relation to unemployment figures across the US. With the total vacancies rising to 10.1 million, we consider how the Federal Reserve could alter their monetary policy due to this data. Could this result in further interest rate increases that could affect your investments?

Today, we share insight into European inflation figures as well as an update on Chinese economic activity. We also provide an update on the debt ceiling agreement.

On today's Morning Markets, has the US debt ceiling been resolved, and what will the proposed debt ceiling agreement mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

On today's show, how did markets react to yesterday's big UK inflation news? Plus, the latest on the US debt ceiling and the impact this is having on the US market. Subscribe to the True Potential YouTube Channel, tomorrow's Do More With Your Money is a special on the debt ceiling situation in the USA.

On today's Morning Markets, UK inflation has dropped to 8.7%, what will this mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

On today's show, Japan's stock market is at a 33 year high, leading the way globally in the past month with equity performance. After decades of flat inflation, Japan is now enjoying healthy moderate inflation. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, what does the latest economic data on home sales and employment tell us about the economy? What happens next with interest rates and central bank decisions? Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, strong performance in equity markets, and analysis on the relationship between wages and inflation. Subscribe to the True Potential YouTube Channel.

On today's Morning Markets, analysis on the latest economic data for investors, with retail sales rising in the US and an update on economic sentiment in Europe. Subscribe to the True Potential YouTube Channel to learn more.

investing #markets #economy

On today's Morning Markets, the latest UK employment data is analysed and what higher wages may mean for interest rates and the economy.

In today's episode, Chief Investment Officer Jeff Casson discusses US consumer confidence and inflation expectations. Also, what can we expect from the markets this week given the release of April retail sales data, major retailer results, and housing market updates?

What can we learn from the latest UK GDP data, is the UK economy growing and will a recession be avoided? Today's episode also look at the Bank of England's economic outlook and interest rate rise.

Inflation is continuing to come down slowly, with the latest US data showing moderation from inflation to disinflation. George Bell, Portfolio Manager, explains why this matters to you the investor.

Is the US heading towards default amid the debt ceiling deadlock? Kevin Kidney, Investment Director, explains what the US debt ceiling is and why it matters as the standoff between Democrats and Republicans continues.

Jeff Casson, Chief Investment Officer, explains how continued strength in wages and employment could affect interest rates. Plus, what's coming up this week for investors?

Jeff Casson, Chief Investment Officer, looks at the European Central Bank interest rise and how inflation continues to affect markets. Jeff also provides his thoughts on the banking sector and US employment data.

How are markets responding to the latest banking crisis fears, as PacWest becomes the latest regional bank to struggle. On today's show, the 'crisis' put into context and analysis on the latest US interest rate rise and economic positives.

Chris Leyland, Director of Investment Strategy, previews what may be coming with interest rate rises and what this may mean for investors. Chris also comments on what's happening in the banking sector. Subscribe to the True Potential YouTube Channel to learn more.

On today's show, how is inflation affecting markets and what can investors expect in the week ahead? The latest investment data analysis reveals some fascinating insights. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides analysis on the latest economic growth data and what this means for your investment. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, analysis on why Microsoft is such an important component of the US economy. How will the latest Microsoft company earnings affect investors? Subscribe to the True Potential YouTube Channel to learn more.

What's impacting equity markets? US company earnings in Q1 have been strong, but the problems at First Republic Bank stoked new concerns on a banking crisis. Kevin Kidney, Investment Director, provides his thoughts and analysis.

On today's Morning Markets, analysis on improving market sentiment in Europe, and what investors are seeing globally with market performance. Subscribe to the True Potential YouTube Channel to learn more.

How healthy is the consumer? George Bell, Portfolio Manager, provides analysis on credit card spending and retail sales to tell us about what's happening with economic growth.

Chris Leyland, Director of Investment Strategy, explains why inflation continues to be a factor in markets and what the economic outlook is in Europe for inflation and interest rates.

The latest UK inflation data has been released, why is UK inflation remaining so elevated? Jeff Casson, Chief Investment Officer, looks at the factors behind UK inflation, what this means for you the investor, and what it may mean for interest rates.

On today's show, there's plenty of positives for investors, with strong UK jobs data and better than expected economic growth results out of China. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, analysis on the latest UK GDP figures and what they tell us about the state of the UK economy. Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

On today's Morning Markets, US inflation has continued to cool, what will this mean for you the investor? Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, a look at leading economic indicators and what they tell us about the health of the economy and inflation outlook. Subscribe to the True Potential YouTube Channel to learn more.

On today's show, a look at the US economy and the latest data around jobs and wages. What will this mean for inflation and interest rates? Kevin explains the significance for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

On today's show, what economic growth surprises are we seeing in employment and the global economy? Subscribe to the True Potential YouTube Channel.

On today's show, analysis on the pathway of inflation in Europe and the US, with commentary on the latest economic data to inform what direction inflation is going. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, analysis on the latest economic data and what this tells us about global demand and the inflation outlook. What will this all mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, reports on a positive week for markets and an update on the UK economy growing stronger than expected in 2022 with UK GDP up and a recession avoided. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, how companies like Apple and Google are helping to drive positive momentum in markets, despite concerns about the dangers of powerful AI developments.

On today's Morning Markets, what happened to the economy in March and how has market volatility impacted UK equities and the outlook for inflation? Subscribe to the True Potential YouTube Channel.

On today's show, it is a positive start to the week for equity markets, and there's developments in the banking sector with Silicon Valley Bank. Subscribe to the True Potential YouTube Channel to learn more.

The Bank of England raised interest rates yesterday, following the surprise news of higher UK inflation. What does this mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

The US Federal Reserve raised interest rates yesterday, and provided an update on the banking crisis and inflation outlook. Later today the Bank of England are also expected to raise interest rates, subscribe to the True Potential YouTube Channel to learn more.

UK inflation has surprisingly jumped up to 10.4%, what will this mean for the Bank of England raising interest rates and how will markets be affected? In better news for investors, yesterday was a strong day for equity markets, subscribe to the True Potential YouTube Channel to stay updated.

On today's Morning Markets, analysis on how the actions of central banks have helped to ease market volatility and provide financial stability following the turmoil at Credit Suisse. How has this impacted markets and investors? Subscribe to the True Potential YouTube Channel to stay updated.

How have equity markets reacted to UBS taking over Credit Suisse? As markets grapples with the challenging backdrop in the banking sector, True Potential keep you updated on what this means for you and your investments.

What happened to Credit Suisse and how has market volatility been impacted? Yesterday was eventful for investors, and later today we'll have the European Central Bank decision on interest rates. Subscribe to the True Potential YouTube Channel to stay updated.

On today's Morning Markets, a strong rebound for markets yesterday, and analysis on the latest US inflation data which shows that costs are coming down. Plus, how is the outlook for interest rates changing?

On today's show, analysis on how Silicon Valley Bank has impacted markets and the market expectations around interest rates. Paul Durrans, Investment Director, explains short term market volatility and how diversification works for investors.

The latest UK GDP figures are stronger than expected, what's driving the growth and how will it affect you? Chris Leyland, Director of Investment Strategy, explains how the UK economic growth could give Chancellor Jeremy Hunt a boost ahead of next week's UK Budget.

There's more strong economic data on jobs and industry, with both the US and Germany showing surprise positives. This may have an impact on the outlook for interest rates, learn more in today's Morning Markets.

On today’s show, Kevin focuses on the Federal Reserve Chairman’s testimony and what this means globally for interest rates. As inflation remains high and the interest rates across the economy are coming in stronger than expected, what could this mean for you?

There's three big UK economic data releases, what do they mean for you the investor? Subscribe to the True Potential YouTube Channel to learn more.

After a challenging period with broad and strict lockdowns, the world’s second largest economy is looking to restore levels of growth. How could this impact global markets and your investments?

On today's Morning Markets, what does the latest european inflation data mean for markets and investors? Plus, a better day for equity markets yesterday.

On today's show, the Bank of England Governor Andrew Bailey has commented on interest rate rises. What did he say and how does this affect you the investor? Plus, analysis on the US economy with the latest US manufacturing data.

Today's Morning Markets looks back on February and what market movements meant for investors. Inflation continues to come down, although the Interest Rates peak may be higher than anticipated.

On today's show, there's a new Brexit deal as part of the Windsor framework. What does this mean for UK trade and the UK economy? Subscribe to the True Potential YouTube Channel to learn more.

On today's show analysis on the latest employment data and how this affects the economy. Plus, expectations on inflation and interest rates are discussed. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, analysis on how the US Central Bank is anticipating inflation and interest rate changes. How will the economic outlook affect you the investor?

Jeff Casson, Chief Investment Officer, provides analysis on economic strength. How could the positives in markets impact inflation and interest rate changes?

Chris Leyland, Director of Investment Strategy, provides analysis on the latest European consumer confidence indicators. There's optimism in markets and positive sentiment around energy prices and wage growth.

What fuelled the overnight rise in Chinese equity markets? Kevin Kidney, Investment Director, explores how the decision for interest rates to remain the same influenced impressive equity price action from Chinese markets. #china #markets #equities

On today's Morning Markets, Matt explains the advantages of global diversification during times of market volatility. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, jobs and retail sales remain strong despite higher interest rates. What will this mean for inflation and interest rates in 2023? Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets is an Inflation special, with US inflation and UK inflation showing positive trends. How will UK inflation falling to 10.1% affect markets and investors? Subscribe to the True Potential YouTube Channel.

What does the latest UK unemployment data and wage growth tell us about the economy? And how will inflation play into the markets movements? Subscribe to the True Potential YouTube Channel to learn more.

We begin this week by reflecting on last week's strong equity market returns. This week, the upcoming inflation reports will be in the spotlight as we discuss inflation expectations in the US and what this means for investors.

Subscribe to our YouTube channel to stay up to date as the inflation reports take centre stage this week.

The UK economy has avoided recession, and the FTSE 100 is at record highs. Energy prices and inflation are also coming down, meaning the 2023 outlook may be better than originally predicted.

Chris Leyland, Director of Investment Strategy, reports on falling gas prices and how these could help energy bills. US natural gas prices are 75% lower than in August.

On today's Morning Markets, what's happening with inflation and growing strength in the economy? Subscribe to the True Potential YouTube channel to learn more about markets and investing.

On today's Morning Markets, BP have reported record profits in their company earnings, what does this tell us about energy prices, the economy, and how this all affects your money? Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, there's strength in the latest US jobs and wages data. Plus, what's coming up this week for investors? Subscribe to the True Potential YouTube Channel for more.

On today's Morning Markets, a look at the Bank of England's interest rate rise, the UK recession news, and the latest company reports from big tech including Apple and Facebook.

February is off to a strong start for investors, as markets continue to perform and the economic outlook improves. Plus, the US interest rate rise and how this affects the economy.

January was a great month for investors, with markets rising and inflation lowering. Jeff Casson, Chief Investment Officer, reviews January and what it meant for you.

Chris Leyland, Director of Investment Strategy, shares good news from the IMF regarding global growth expectations. The opening of the Chinese economy, and improving inflation, sets up an improved picture for 2023.

Markets have had a strong start to the year as January comes to a close. We saw an increase in US inflation last week, and this week we'll be reporting on corporate earnings, central banks, and interest rates. To stay up to date, subscribe to the True Potential YouTube Channel

On today's Morning Markets, it has been a positive January for investors, and there's more good news as the US economic growth is stronger than expected. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets looks at Tesla's company earnings, and Easyjet business results. These positive reports highlight the optimism in markets.

On today's Morning Markets, what can we learn from company earnings from the likes of Microsoft? There's analysis on businesses and PMI data in today's Morning Markets. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, there's plenty for investors to be optimistic about as markets continue a positive start to the year. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, discusses how Company reporting and in particular, the outlook that companies are providing, is crucially important for the trajectory of earnings in 2023. The trend has been mixed so far. The outlook they provide will help inform market expectations for the revenue and earnings profile for 2023.

Chris Leyland, Director of Investment Strategy, looks at the latest data from the US economy and what we can learn from this. How will inflation and interest rates continue to change?

On today's Morning Markets, there are positives in the UK & Europe as inflation moderates. Subscribe to the True Potential YouTube Channel for more on markets and investing.

UK wages are rising at the fastest rate in 20 years, today's Morning Markets takes a look at the UK employment picture and expectations that inflation will ease later this year.

What can we anticipate this week as markets continue to perform well in 2023? Companies will release their latest financial results for the fourth quarter of 2022 this week, and we can also expect to see new inflation data from the UK and Japan.

Jeff Casson, Chief Investment Officer, shares his thoughts on the latest US inflation data and an improving picture for inflation. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, a look at how this year may be defined by disinflation as inflation starts to ease. Subscribe to the True Potential YouTube Channel for more on markets and investing.

Today's Morning Markets looks at the role of central banks, and why Federal Reserve Chairman Jerome Powell won't stray into being a "climate change" policymaker. Plus, the direction of interest rates and more. Subscribe to the True Potential YouTube Channel.

On today's Morning Markets, there continues to be strong momentum in markets at the start of 2023. Plus, analysis on interest rate expectations amid inflation.

Paul Durrans, Investment Director, discusses the relationship between inflation, the health of labour markets and interest rates and how Stock markets on Friday rallied following the positive wage data from the US.

On today's Morning Markets a look at strong US jobs data and how this affects the economy. Subscribe to the True Potential YouTube Channel to learn more about markets and investing.

On today's Morning Markets, there are positive signs for easing inflation, and analysis on what's happening with central banks and interest rates. Yesterday was a good day for markets, continuing a positive start to 2023.

Chris Leyland, Director of Investment Strategy, reports on a positive start to the new year for markets and investors. Subscribe to the True Potential YouTube Channel, coming later this week is our 2023 economic outlook.

Jeff Casson, Chief Investment Officer, looks back on another year of Morning Markets and what the big stories of 2022 meant for markets and investors. Subscribe to the True Potential YouTube Channel and join us for a wide ranging discussion on the year with our Investment Management team on tomorrow's Do More With Your Money show.

On today's Morning Markets, an update from the Bank of Japan and what this means for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, an update on the latest economic data from the UK and Europe. What does this mean for you the investor? Subscribe to the True Potential YouTube Channel to learn more.

Kevin Kidney, Investment Director, discusses how markets performed on Friday, and addresses equity markets, the cycle of slowing inflation and how for the first time since the depths of the initial COVID wave, there is evidence that employment growth and hiring intentions are cooling. #investing #inflation #employment

On today's Morning Markets, Jeff Casson, Chief Investment Officer, reports on the increase in interest rates and what this means for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, Kevin Kidney, Investment Director, provides analysis on improving inflation and the direction of interest rates. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, an inflation special, with analysis of the latest US Inflation and UK Inflation readings. There's positive signs for markets and investors, learn more by subscribing to the True Potential YouTube Channel.

On today's Morning Markets, the latest data and analysis around the UK employment picture. What does this mean for wages and the UK economy? Subscribe to the True Potential YouTube Channel to learn more.

This week's focus will be on the latest US inflation figures, which are due on Tuesday, and the Federal Reserve policy meeting; we'll keep you updated throughout the week here on Morning Markets.

Chris Leyland, Director of Investment Strategy, for the final update of the week discusses the importance of the US employment data, and how it could influence the US Central Bank's decision to increase inflation.

On today's Morning Markets, analysis on the UK economy and what the changing property market shows us. Plus, China's reopening from lockdown and the positives this will have for the global economy. Subscribe to the True Potential YouTube Channel to learn more.

George Bell, Portfolio Manager, takes a look at how the Reserve Bank of Australia raised interest rates for the 8th time this year to a level which has not been seen for a decade. Will Interest rates continue to rise around the globe in 2023? George also discusses the slight relaxation of China's Covid quarantine rules, which could be due to the pressure building on Chinese economic growth.

Jeff Casson, Chief Investment Officer, discusses ongoing, and to some extent, surprising strength in the US economy, despite significant increases in interest rates this year. How did markets react to the strong data coming from the US? #economy #US #federalreserve

On today's Morning Markets, an update on the employment and wages data in the US, and what this indicates for markets and investors. Subscribe to the True Potential YouTube Channel to learn more.

There are positives for investors, with inflation falling and economic data showing signs of improvement. Subscribe to the True Potential YouTube Channel to learn more.

There were positive results across markets yesterday, following a significant speech from Federal Reserve Chairman Jerome Powell. It has been a positive couple of months for markets and investors, learn more by subscribing to the True Potential YouTube Channel.

On today's Morning Markets, analysis on inflation expectations, and a preview of what will be an important speech from Federal Reserve Chairman Jerome Powell. How will markets and investors react?

The US jobs report for November and the inflation data for Europe will be the main topics of discussion this week. Also, what can we expect from China's PMI data this week, as the impact of the zero-covid policy dominates the headlines?

On today's Morning Markets, Jeff Casson, Chief Investment Officer, provides an update on an improving economic sentiment as interest rates start to have an impact on inflation. Subscribe to the True Potential YouTube Channel.

Today's Morning Markets looks at falling inflation, and positives for markets. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets reports on positives across equity markets for investors, and analysis on the latest economic data indicators. Subscribe to the True Potential YouTube Channel to learn more

On today's Morning Markets, what's happening with oil prices, and how does this affect you the investor? Subscribe to the True Potential YouTube Channel to learn more.

Rajesh Yadav, Investment Director, takes a look ahead at the key events and data releases coming up this week, including Interest rate setting intentions and G7 flash Purchasing Manager Index data.

On today's show, analysis on the UK Autumn Statement Budget from an investment management perspective. Subscribe to the True Potential YouTube Channel and join us later today for a wider ranging discussion on the Do More With Your Money show.

On today's show, how does UK inflation compare with the US inflation, and what will Jeremy Hunt's UK autumn statement budget mean for markets and investors? Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, provides analysis on UK inflation at 11.1%. What is driving UK inflation and how did markets react to inflation reaching a 41 year high? Subscribe to the True Potential YouTube Channel to learn more.

There's good news for workers in the UK, with wages growing at the fastest rate in over two decades. Subscribe to the True Potential YouTube Channel to learn more.

Last week was a strong and positive week for investors. What can we expect from UK Chancellor Jeremy Hunt's Autumn Statement on Thursday, and how will this affect the economy and investors? As we prepare for a busy week for the markets, these questions are on everyone's minds.

Yesterday's improving inflation in the US led to a significant surge in markets, with the S&P 500 up 5.5% and the Nasdaq rising by 7.4%. What does this mean for you the investor? Paul Durrans, Investment Director, provides analysis.

On today's Morning Markets, a look at what's happening with Facebook's owner Meta, and why job cuts are taking place. Subscribe to the True Potential YouTube Channel to learn more.

facebook #meta #markets

On today's show, Raj reports on positive momentum in equities, and the latest data from UK retail sales. Plus, early analysis on the US midterms. Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, reports on an improvement in one of the economic indicators as energy concerns alleviate to some extent. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides analysis on the Bank of England interest rate rise and economic outlook. How did markets react and what does it mean for you the investor? Subscribe to the True Potential YouTube Channel to learn more.

Chris Leyland, Director of Investment Strategy, provides analysis on the significance of the latest US interest rate rise and how markets reacted. Subscribe to the True Potential YouTube Channel to learn more.

There's plenty of positives for investors as November gets underway, with momentum in UK stocks, and big gains in Asian markets. Subscribe to the True Potential YouTube Channel to stay updated with markets through November.

Today's Morning Markets reflects on a more positive month for investors, and a better outlook ahead with China perhaps reopening their economy, and globally a better outlook for interest rates. Subscribe to the True Potential YouTube Channel to stay informed throughout November.

Today, we begin with a review of the financial markets from last week. With the Bank of England, the Federal Reserve in the US and the Australian Central Bank meeting this week, plus the latest US jobs data, what can we anticipate regarding interest rates and inflation?

There's positive news for investors, with US economic growth turning positive in the third quarter. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides an update on how markets reacted to Chancellor Jeremy Hunt's decision to postpone the fiscal statement until November. Plus, the global economy and company earnings discussed.

Today's Morning Markets reports on a positive market reaction for new UK Prime Minister Rishi Sunak and his UK Government cabinet appointments. Plus, US economic data analysis and company earnings, what does it all mean for you the investor?

Chris Leyland, Director of Investment Strategy, provides commentary on how markets reacted to Rishi Sunak becoming the next UK Prime Minister. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, looks at how markets reacted to UK Prime Minister Liz Truss resigning and what this means for the UK economy. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides analysis on rising UK inflation, bond markets, and what's happening globally for investors. Subscribe to the True Potential YouTube Channel for more.

Today's Morning Markets provides an update on UK inflation now at 10.1%, and a broader look at the positives globally for investors, particularly the strength in US company earnings.

Chris Leyland, Director of Investment Strategy, provides analysis on how Chancellor Jeremy Hunt's mini-budget u-turns affect you the investor and how markets have reacted. Subscribe to the True Potential YouTube Channel to learn more.

As we begin a new week, Chris Leyland, Director of Investment Strategy, reviews the political and economic situation in the UK as Kwasi Kwarteng leaves his position as Chancellor.

How have markets reacted, and more importantly, what does this mean for your money?

Chris Leyland, Director of Investment Strategy, gives an update on how the UK economy is reacting to the UK government and the Bank of England actions. Plus, an important update on US inflation and what this means for investors.

Kevin Kidney, Investment Director, provides analysis on UK market volatility and what is needed to calm this volatility in markets. What are your thoughts on the UK government and Bank of England?

Jeff Casson, Chief Investment Officer, provides analysis on the Bank of England's actions around the UK economy. Also, the latest on UK GDP data. Subscribe to the True Potential YouTube Channel to learn more.

The Bank of England has announced it is doubling the value of UK government bonds as part of their intervention plan. So, what does this mean for markets?

So far, the reaction has been positive and throughout the course of the day we will get a clearer sense of how bond markets will react. Join us tomorrow where we will continue to keep you updated with the latest market movements.

A new week begins with a recap of what happened in markets last week, and a look ahead to what investors could expect this week. Subscribe to the True Potential YouTube Channel to learn more.

The US labour market remains strong despite showing signs of cooling. US Central bankers reaffirmed their commitment to tame inflation by continuing to raise interest rates, what can we expect to see over the coming months?

Today's Morning Markets looks at the decision of OPEC+ to cut oil production, and positives from the US with expansion in the services sector. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, October has started with positives for investors, as equities see a strong rebound. Subscribe to the True Potential YouTube Channel to learn more.

On today's Morning Markets, analysis on Liz Truss' U-turn on tax cuts, how did this affect markets and what else is going on in the world economy.

Rajesh Yadav, Investment Directors provides an update on the latest from the government regarding the decision to abandon its plan to abolish the top rate of income tax for the highest earners. #chancellor #tax #liztruss

On today's Morning Markets, UK sterling has strengthened, and analysis on yesterday's market volatility. Join us later today for the Do More With Your Money show for more from our Investment Management team.

Jeff Casson, Chief Investment Officer, explains why the Bank of England intervened in markets, and what this means for the UK economy. Join us for tomorrow's Do More With Your Money show to learn more.

Today's Morning Markets provides further analysis on the UK economy, with the expectation of higher interest rates to manage inflation. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets looks at what's happening in the UK economy around the pound, the Bank of England, inflation and interest rates. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets looks at how markets have reacted to the UK mini budget and what we are seeing with the pound versus the dollar. Subscribe to the True Potential YouTube Channel for more.

As The Bank of England hikes UK interest rates, how will this impact UK inflation and what does this mean for the global economy? We also discuss what we can expect to hear in today’s mini-Budget as the announcements are set to impact both growth and inflation.

Don’t forget to join us this afternoon for a special episode of the Do More With Your Money show where our panel will review the UK emergency Budget and discuss how this will impact investors.

The US Central Bank has announced their decision to raise interest rates in an attempt to cool soaring inflation. What does this mean for the global economy and as pressure builds on the Bank of England, what can we expect for UK interest rates?

George Bell, Portfolio Manager, takes a look at the large move in government bond yields, which had a knock on impact into stock markets. George also discusses the expectations from the US Federal Reserve and UK Bank of England Monetary Policy Committee on the pathway of monetary policy.

The markets will be focusing on central bank announcements, with 3 central banks announcing their interest rate decisions. Given the inflation backdrop in the UK, markets are expecting an interest rate hike on Thursday. #inflation #interestrates #centralbanks

The US stock market was softer, with data showing a strong appetite for spending. This may influence the further increase of interest rates, helping to cool inflation. In the UK, however, data reported for retail sales indicated that UK consumers are more reluctant to spend, with higher energy bills weighing on appetite and ability to spend in stores. #interestrates #inflation #energyprices

As UK inflation eases slightly for the first time in almost a year, what can we expect from Liz Truss and the Central Banks? How will they look to combat inflation and manage interest rates?

Jeff Casson, Chief Investment Officer, is joined by Matt Henderson, Portfolio Manager, for a discussion on the latest UK & US Inflation readings and what they mean for you the investor.

On today's Morning Markets, positives in the UK economy, with UK unemployment at its lowest rate in 48 years. What does this strength in the jobs market mean for you?

Today's Morning Markets looks at positive performance in markets last week, the latest UK GDP chart analysis, and the week ahead for investors. Subscribe to the True Potential YouTube Channel for more.

True Potential Chief Executive Daniel Harrison pays tribute to Her Majesty The Queen

Today's Morning Markets looks at what Liz Truss' new government may mean for inflation and the UK economy. Also, positives in global equities, subscribe to the True Potential YouTube Channel to learn more about markets and investing.

Today's Morning Markets reports and provides chart analysis on strength in the US economy and dollar, with the role it plays in your diversified Portfolio investment. Also, comments on Prime Minister Liz Truss.

Jeff Casson, Chief Investment Officer, discusses Liz Truss becoming UK Prime Minister, and what's dominating markets with challenges for European energy as Russia keeps their gas supply shut.

Today's Morning Markets looks at Gazprom's decision to close Nord Stream 1 and what this means for european energy supply. Plus, the latest global equity markets analysis, subscribe to the True Potential YouTube Channel.

Today's Morning Markets looks at the health of the manufacturing sector of the economy, and a global economic update on how markets started September. Subscribe to the True Potential YouTube Channel to learn more.

On today’s episode of Morning Markets, we discuss how markets have performed throughout the month of August. With the new Prime Minister about to be announced, what can we expect to see from markets in September?

Chris Leyland, Director of Investment Strategy, provides analysis on the jobs market and how this is leading to wage inflation. What does this mean for markets and you the investor?

Jeff Casson, Chief Investment Officer, provides analysis on Federal Reserve Chairman Jerome Powell's comments on the need to raise interest rates to stop inflation.

As energy prices and inflation are set to rise in the UK, what does the Bank of England expect for interest rates and what does this mean for the True Potential Portfolios?

Chris Leyland, Director of Investment Strategy, explains how central banks and the trajectory of monetary policy affects your money. Subscribe to the True Potential YouTube Channel for more on markets and investing.

Jeff Casson, Chief Investment Officer, looks at Europe's challenge around the supply and cost of energy. What does this mean for you and how does it feed in to inflation?

Today's Morning Markets looks at what moved markets last week, and previews the week ahead for investors. Subscribe to the True Potential YouTube Channel for more.

Today's Morning Markets looks at strength in global equities, UK retail sales, and what's happening in China with lockdowns in the economy. Subscribe to the True Potential YouTube Channel.

On today's Morning Markets, how did markets react to UK inflation at 10.1%, what's causing UK Inflation, and when and how will UK Inflation come down?

Today's Morning Markets provides context around UK Inflation rising to 10.1%, what is driving this inflation, and what does it mean for you the investor? Plus, the latest from markets and the global economy.

Today's Morning Markets looks at UK employment data and what this means for the UK economy. Also, a positive day for equity markets, and thoughts on how China's lockdowns are impacting the global economy.

Jeff Casson, Chief Investment Officer, reports on a positive week last week and previews the week ahead with UK Inflation expectations. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets looks at the UK economic performance from Q2, with the latest UK GDP giving an indication of the UK economy and how this affects markets and investors.

US inflation falls to 8.5%, the very positive inflation report saw an improved performance for stock markets. Paul Durrans, Investment Director, explains what this means for you the investor.

Chris Leyland, Director of Investment Strategy, looks at the FTSE 100 being at a two month high, and analysis on an important day for US inflation. Coming up later this week, a special Do More With Your Money Q & A, leave your questions in the comments below.

On today's Morning Markets, the UK's hot summer brings positives for retail sales and the UK economy. What will this mean for inflation, how will markets and investors be affected by US inflation rises?

Today's Morning Markets looks at data from the US, with an increase in jobs added and a rise in wages paid. What will this mean for inflation? Plus, a preview of the week ahead, with the US Inflation report coming up.

Jeff Casson, Chief Investment Officer, and Matt Henderson, Portfolio Manager, discuss the Bank of England's decision to raise Interest rates to 1.75%, what will this mean for Inflation which is now expected to hit 13%?

Today's Morning Markets reports on the strength in the US economy, and how this allays speculation on a recession. Also, will the China Taiwan escalation impact you the investor?

Today's Morning Markets looks at the geopolitical tension around US Politician Nancy Pelosi's trip to Taiwan and China's reaction. Also, positive news around Inflation, what will all this mean for you the investor?

On today's Morning Markets, an update on how global equities have started August, and analysis on the latest global manufacturing data and how this affects you the investor.

On today's Morning Markets, Jeff Casson, Chief Investment Officer, reflects on positives for investors with improvements in markets over July. How did markets strengthen, and what's coming up in August for investors?

On today's Morning Markets, analysis of the 0.9% decline in the US GDP for the second quarter, despite this it was a good day for markets across the board.

Today's Morning Markets, looks at the significant rise in US Interest rates and how this will affect inflation.

On today's Morning Markets, Chris Leyland, Director of Investment Strategy, explains how company earnings and business performance, such as Microsoft and Google, play a role in the True Potential Portfolios. How are markets and investors affected?

Today's Morning Markets looks at Gazprom's decision to cut Europe's gas supply via Nord Stream 1, are energy supplies being weaponised as part of the Russia Ukraine conflict? #RussiaUkraine #europe #energy

A new week begins with Jeff Casson, Chief Investment Officer, reflecting on a better performance over the last week for markets. What will happen this week for investors? Jeff provides a preview and analysis.

Today's Morning Markets looks the ECB interest rate rise, and strong US corporate earnings drive positive equity sentiment.

Today, we discuss the European Central Bank's announcement to raise interest rates for the first time in 11 years. What will this mean for you?

UK Inflation is at a 40 year high of 9.4%, today's Morning Markets breaks down what's driving price rises. Plus, positives in the UK economy and global markets analysis.

Today's Morning Markets looks at what's happening globally in markets, and how the UK is showing strength and resiliency in its economy.

Jeff Casson, Chief Investment Officer, reports on last week's market movements and what investors have coming up this week. Inflation and market volatility remain key issues.

Today's Morning Markets reports on potential political change in Italy, earnings from JP Morgan, and Interest Rates and Inflation.

Today's Morning Markets reports on US Inflation and how this affects global investors. Plus, what happened in markets yesterday and what's coming up today.

Paul Durrans, Investment Director, discusses inflation, global equity and bond behaviour, the oil price decreasing and what is happening in China regarding a new variant of Covid.

On today's Morning Markets, analysis of the latest British retail sales data and what this tells us about the UK economy. Plus, the latest movements in global markets and what this means for you the investor.

Today's Morning Markets looks at what was behind stronger equity markets last week, with positive performance from Meta and Google. There's also analysis on how US jobs data affects inflation, and what's coming up this week for investors.

In today’s episode, Jeff Casson, Chief Investment Officer, provides an insight into the market reaction to the headline news from yesterday, and a look at the day ahead.

Boris Johnson has resigned and the UK Government will have a new Prime Minister by the Autumn. How did markets react to this breaking news, and what could investors expect next in this evolving story?

Today's Morning Markets looks at the resignations of Rishi Sunak and Sajid Javid, how will this affect Boris Johnson's government and what will it mean for markets and investors?

Today's Morning Markets reports on China's growing economic strength, and news on Central Banks and ESG.

Today's Morning Markets provides analysis on the latest economic data, and previews the week ahead for markets and investors.

Today's Morning Markets reflects on the half year performance data of global markets. It has been a challenging year amid market volatility, today's episode explains what's been happening and what it means for you the investor.

With inflation at the forefront of everybody’s minds, today we discuss the ECB annual conference as Central Banks say they must prioritise inflation. We also review yesterday's unexpected inflation data from Germany.

On today's Morning Markets, how did markets react to Nicola Sturgeon's announcement on the next Scottish independence referendum? Plus, the latest on US and European equities.

Today's Morning Markets provides a preview of the week ahead in equity markets, with several inflation reports due. There's also strength being shown in the US housing market, Paul and Kevin explain what this means for you the investor.

Today's Morning Markets reports on a positive end to last week, with one of the best days of the year in the US markets. Equity markets have strengthened, highlighting that market volatility can also create opportunities.

The final Morning Markets of the week looks at the UK economy, and the latest data indications on what's impacting the UK economy.

In today’s episode of Morning Markets, we discuss continued market volatility and provide further analysis on yesterday’s UK inflation data.

We acknowledge that inflation is everywhere, and with it brings political pressures. What are some of the challenges that Central Banks face amid inflation pressures?

Jeff Casson, Chief Investment Officer, reports on the UK Inflation hitting 9.1% and what this means for you the investor as prices continue to go up for consumers.

Today's Morning Markets looks at improvements in the performance of equities, and previews the upcoming UK Inflation.

A new week begins with a recap of equity market movements last week, and a preview of what investors can expect from markets this week.

Today's Morning Markets provides analysis on the Bank of England's decision to raise interest rates to 1.25%. Plus, Inflation is now expected to hit 11% later in the year, what will this mean for equity markets?

In today’s episode of Morning Market’s, we focus on yesterday’s announcement from the US Central Bank.

As interest rates rise in an attempt to tame soaring inflation - what will this mean for investors?

Today's Morning Markets provides analysis on central bank expectations and the impact this is having in bond markets.

Kevin Kidney, Investment Director, explains the moves we are seeing in equity markets amid high Inflation. There's positive news in the UK economy, with record job vacancies being a bedrock of economic growth.

We start a new week off with analysis of the US Inflation data, which has spiked to a forty year high of 8.6%. Kevin also comments on the latest UK GDP data and what this means for you the investor.

Today's Morning Markets looks at what's happening with Interest Rates, and previews the Inflation report due in the US and what this will mean for markets and investors.

On today’s episode we focus on the main news from yesterday, as UK petrol prices hit a record high. We discuss the soaring fuel prices that are driven by the war in Ukraine, and the moves to reduce Europe’s dependence on Russian oil.

Today's Morning Markets looks at the consumer changes taking place from goods to services. As retailers cut prices in relation overstocked inventory, will this be a sign of Inflation easing?

Today's Morning Markets looks across global equities and central banks, with stronger performance in equities. Also, comments on Boris Johnson's confidence vote and the impact on markets.

Today's Morning Markets explores the divergence between eastern and western economies, particularly the challenges faced by equity markets around rising commodity prices and interest rates.

Jeff Casson, Chief Investment Officer, looks back on May, explaining how Inflation and market volatility affect investors. Jeff also provides analysis on OPEC and Russia, what would changes in oil production mean for you?

Kevin Kidney, Investment Director, reviews the overnight data from Asian markets, which points to a recovery in manufacturing and services activity. As China's economy reopens after the latest COVID lockdown, what does this mean for inflation?

A new week begins with positives for investors, as stocks continue to rebound. Today's episode also provides a preview of what's coming up for markets this week.

Jeff Casson, Chief Investment Officer, takes a look at the measures announced by Chancellor Rishi Sunak to help UK consumers with their energy bills.

In today’s episode of Morning Markets, we discuss the rising pressure on Chinese Government to ease Covid-19 restrictions, and provide a review of the minutes from the latest meeting of the Federal Reserve.

Today's Morning Markets looks at the US economy, using housing and business data to analyse whether the US economy is cooling. If you have any questions, leave them in the comments and we'll answer them on tomorrow's Q & A Do More With Your Money show.

Today's Morning Markets looks at solid gains in yesterday's equities, and analysis on what is happening in the global economy.

Kevin Kidney, Investment Director, assesses the UK & US retail sales data from last week. Kevin also sheds light on positive news from this morning, helping the US equity markets get off to a strong start, as President Biden plans to review the tariffs currently imposed on imports from China.

Matt Henderson, Portfolio Manager, provides a review of the equity market performance from yesterday, and discusses the positive UK retail sales reported this morning, despite negative expectations.

Rajesh Yadav, Investment Director, discusses the reasons behind the big fall in the US equity markets.

Across the globe, volatility continues to shake equity markets, but there are some interesting moves in the bond market. Should investors rely on government bonds to cushion their portfolios? #volatility #equity #bonds

Kevin Kidney, Investment Director, sheds light on the surge of UK inflation as it hits 9%. This is on record as the highest it has been for 40 years, but what does this mean for you and your money?

George Bell, Portfolio Manager, looks how UK employment is back at a record low. To give context, employers added 121,000 people to payrolls last month, more than double the level expected by analysts. Job vacancies are at record highs, and there are more job vacancies than there are unemployed people.

Paul Durrans, Investment Director, discusses how the stock markets widely rebounded on Friday after recent weakness. Paul also looks to the week ahead, as UK inflation is expected to jump by 2%. Subscribe to Morning Markets for daily market insights.

George Bell, Portfolio Manager, reviews the reasons behind volatility in yesterday’s market results, and also discusses the positive UK economic growth reported in the first quarter of 2022.

In today’s episode of Morning Markets, Matt Henderson, Portfolio Manager, discusses Europe's plans to raise interest rates for the first time since 2011. Matt also provides an update on the annual inflation rate in the US as it experienced a decrease to 8.3%.

Paul Durrans, Investment Director, discusses the various factors which are contributing to the ongoing volatility in the equity markets. Stocks are re-adjusting to higher interest rates globally in order to bring inflation down. #volatility #equitymarkets #inflation #interestrates #investing

In today’s episode, Kevin Kidney, Investment Director, provides an outlook on US inflation across the coming month, and the underlying health of the UK economy with rising interest rates.

In today’s episode of Morning Markets, we discuss the two major events from yesterday. The Bank of England raised interest rates again, and the sharp market moves reported in the US. Subscribe to the True Potential YouTube channel to find out more.

Jeff Casson, Chief Investment Officer, provides analysis on the Federal Reserve announcement on the biggest Interest Rate rise in 22 years. What does this mean for markets, investors, and high Inflation?

Today's Morning Markets provides focus on the UK economy, with analysis of BP and their corporate earnings, plus analysis on the latest UK manufacturing data. What does this tell us about markets and investing?

Jeff Casson, Chief Investment Officer, provides an insight into yesterday’s positive market movements, an analysis on Amazon’s earnings report, and the US economy.

On today's Morning Markets, a look at the earnings reports from Visa and Microsoft, analysing how these reflect the strength in the US economy and the appetite of the consumer in the market.

Today's Morning Markets looks at what Elon Musk's Twitter takeover will mean for Tesla shareholders. Also, analysis across the global economy and what market movements mean for investors.

Today's Morning Markets reports on Elon Musk's $44 Billion takeover of Twitter, what it meant for markets, and how it affected you the investor. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, provides analysis on what happened in markets last week and what investors could expect this week. Subscribe to the True Potential YouTube Channel to learn more about investments.

Chris Leyland, Director of Investment Strategy, discusses UK retail data which shows online shopping sales to be decreasing, as well as Petrol. UK Consumer spending habits are evolving and adapting to the current financial climate of high living costs and price increases.

#ukspendinghabits #ukretail #inflation #costofliving

Subscribe to the True Potential YouTube Channel to learn more about markets and investing. On today's show, analysis on the latest business reports from Tesla and Netflix.

Subscribe to the True Potential YouTube Channel to learn more about markets and investing. On today's Morning Markets, a look at what the International Monetary Fund expect for Inflation and economic growth. #inflation #economy #marketvolatility

Subscribe to the True Potential YouTube Channel for daily markets and investment insights. Today, a look at how the Chinese economy grew in Q1 and how lockdowns and inflation could weigh on future growth. #china #economy #lockdown

In today’s Morning Markets, George Bell, Investment Director analyses the record high US Producer Price Index figures. Following on from yesterday’s episode, George provides further insight into how higher inflation can affect you, the investor.

The latest Inflation data shows prices rising in the US and UK, what does this mean for markets and investors, and when will the cost of living come down? Paul Durrans, Investment Director, and Chris Leyland, Director of Investment Strategy, discuss Inflation and what it means for you. #Inflation #costofliving #pricerises

Today's Morning Markets provides analysis on the latest UK economic data, with good news for jobs and wages. How will the economic improvements impact you the investor?

Today's Morning Markets looks at the latest UK GPD data and analyses strong economic growth in the UK. Also, a preview of the week ahead for markets and investors.

Jeff Casson, Chief Investment Officer, and Paul Durrans, Investment Director, look over market performance from yesterday. This weekend it will be the first round of voting in the French election. Amongst other bold movements, Le Pen has targeted the younger generation with appealing policies such as eliminating income tax for under-30s. #france #election #marketmovements

Chris Leyland, Director of Investment Strategy, provides analysis on what the FOMC is and how jobs, wages and Inflation in the US affect you the investor. Wages are rising quickly and Chris shares an incredible job stat. #interestrates #inflation #central banks

Today's Morning Markets looks at US economic policy in relation to Inflation, and also the strength the US economy is showing. Plus, China's severe lockdown in their zero-COVID policy and how this impacts markets. #inflation #centralbank #federalreserve

Jeff Casson, Chief Investment Officer, provides an update on what's been happening in markets, including Elon Musk's purchase of 9.2% of Twitter.

Today's Morning Markets provides chart analysis of the economic strength in US wages and employment, and what this means for you the investor. #economy #investment #jobs

Chris Leyland, Director of Investment Strategy discusses the much-awaited US inflation data release. Chris provides an insight on how the Government and Central Banks have reacted to these movements and what this means for you.

Today's Morning Markets looks at the Inflation squeeze in Europe, and how markets have reacted to continued uncertainty in the Russia Ukraine conflict.

Paul Durrans and Kevin Kidney, Investment Directors, provide an update on how the substantive progress on de-escalation between Ukraine and Russia has given positive momentum to asset markets. The important message for investors is that patience has proved a virtue for investors in this environment. #russiaukraine #assetmarkets #investors

Today's Morning Markets looks at the situation in Japan, with low Inflation and the Yen hitting a 7 year low. What's behind the Bank of Japan's monetary policy? Subscribe to the True Potential YouTube Channel to learn more.

Join Jeff Casson, Chief Investment Officer, as he previews the week ahead and gives analysis on the positive market trends from the past week. Subscribe to the True Potential YouTube Channel to learn more.

Today's Morning Markets looks at the positive prospects in the UK economy, with the latest economic data giving investors an insight into how markets are performing. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, reviews the key points that came from the Chancellor's Spring Statement yesterday, including petrol costs. Jeff also discusses how the changes presented will affect UK Inflation.

On today's Morning Markets, a look at bond market movements, related to the Federal Reserve comments being intent on tackling high Inflation.

Today's Morning Markets looks at positive markets momentum toward the end of last week, and previews the week ahead with Chancellor Rishi Sunak due to give the Spring Statement on Wednesday.

Today we take look at the positive performance of asset markets and provide a review on the Bank of England’s decisions regarding interest rates and inflation.

Jeff Casson, Chief Investment Officer, and Kevin Kidney, Investment Director discuss the rebound in global equity markets continued overnight. They also provide insight on the pressure to get rates up to a level that can break the current inflation trend in both the US and the UK. #interestrates #equity #inflation

Today's Morning Markets looks at the Covid surge in China and return to lockdown, how will this affect markets? Also, analysis on the US Central Bank. Subscribe to the True Potential YouTube Channel to learn more.

George Bell, Investment Analyst, provides analysis on market movements and previews the week ahead for Investors. Subscribe to the True Potential YouTube Channel to stay updated.

Jeff Casson, Chief Investment Officer, discusses how the Russia and Ukraine talks swiftly ended with no movement. He also offers insight into the increase in inflation forecasts for 2022. #inflation #livingcosts #petrol

Paul Durrans, Investment Director, discusses the US ban on Russian oil imports, along with the UK Government announcement to phase out oil imports by 2022. Paul also provides an analysis on the inflation data from China, and how equity markets have performed overnight.

Today we examine the rise in oil prices and how this can impact inflation. We also discuss Market Volatility that can be expected over the coming month, and the positive data coming form the US job market.

Paul Durrans, Investment Director, provides an analysis on global equities performance and what has been happening with oil prices this week. Subscribe to the True Potential YouTube channel for daily market insights.

George Bell, Portfolio Manager, discusses how the US Central Bank are pushing forward with their initial plans with interest rates, regardless of the Russia/Ukraine situation.

#centralbank #US #interest

Today we discuss the European market consequences stemming from the conflict in Ukraine. We also analyse Market Volatility in European energy prices and stress the importance of patience during this time.

Paul Durrans, Investment Director, takes a look at the sanctions being made regarding Ukraine and Russia, as well as, highlighting the importance of diversification during volatile markets. #diversification #markets #sanctions

Today's Morning Markets looks at the economic impact of sanctions on Russia, and how this will affect you the investor and markets. Subscribe to the True Potential YouTube Channel to learn more.

Jeff Casson, Chief Investment Officer, reflects on yesterday’s geopolitical events of the Russia/Ukraine conflict and the consequences the event has had on the financial markets. Look out for our Q & A special of the Do More With Your Money show, where our expert panel will be answering your questions on all things Russia / Ukraine.

Today's Morning Markets looks at Russia & Ukraine, and what this means for market volatility. When volatility is high it really emphasises the benefits of having a well-diversified portfolio. As we saw yesterday in the UK and Europe, markets can fall on a negative headlines but markets can recover quite quickly as investors process the information.

Today's Morning Markets looks at the escalation in the Russia and Ukraine conflict and how this affects markets and investors. Plus, positives in the UK services activity.

Today's Morning Markets looks at what's happening in Europe, with Interest Rates and Inflation being key to the European Economic Outlook. Subscribe to the True Potential YouTube Channel to learn more.

Meet the newest member of our Investment Management Team, Kevin Kidney, Investment Director. Today, Kevin discusses Market Volatility in relation to the Ukraine/Russia situation, as well as the 2% growth of retail sales indicating strong recovery in the UK.

Jeff Casson, Chief Investment Officer provides an insight on how the strength of the US Economy has significantly improved. Jeff also looks at the Federal Reserve minutes from yesterday and what can be expected in the coming months.

Today's Morning Markets provides an analysis on UK Inflation rising to 5.5% and what this means for you the investor. Plus, positive market movements yesterday relating to Russia's movement of troops on the Ukraine boarder.

Jeff Casson, Chief Investment Officer, provides an update on how the Russia and Ukraine situation is affecting asset markets. Jeff also discusses the improvement in UK employment data.

Today's Morning Markets looks at the positive economic growth in the UK, and previews the week ahead for investors and markets. Subscribe to the True Potential YouTube Channel.

Today's Morning Markets looks at the increase in US Inflation and what this means for you the investor and markets. Subscribe to the True Potential YouTube Channel.

Jeff Casson, Chief Investment Officer, provides commentary on the upcoming Inflation releases and what the consequences could be for markets and investors.

Jeff Casson, Chief Investment Officer, is joined by Chris Leyland, Director of Investment Strategy, for a discussion on improving market volatility and positive company earnings reports. Subscribe to our YouTube Channel.

Chris Leyland, Director of Investment Strategy, provides analysis on the strength of the UK economy. Retail sales are positive and the strength of the consumer suggests a positive outlook for the rest of the year.

Today's Morning Markets looks at the strength in the US employment picture, and previews the week ahead for markets and investors. Subscribe to the True Potential YouTube Channel to stay updated.

Today's Morning Markets looks at the rise in Interest Rates and what this means for you the investor. Subscribe to the True Potential YouTube Channel to learn more.