TipTV Business: Recent Episodes
TipTV Business
Broadcasting live from our studios in the heart of the City, beside St. Paul's and the London Stock Exchange, we plan to do to sports and financial commentary what Usain Bolt did to the Olympics: make it un-missable, unbeatable and totally absorbing. Would you bet against him in Rio...? Tip TV is committed to a lively, occasionally irreverent show, but always based on knowledgable contributors across all markets. I would say sit back and enjoy it - but actually I think you'll be on the edge of your seat!
BoE’s uber dove Economist Haldane shocked markets by expressing readiness to vote for a rate hike later this year. Haldane’s hawkish stance puts him directly at odds with Governor Carney, who believes ‘now is not the right time to raise rates’.
Marc Ostwald, Strategist at ADMISI sees heightened risk of stagflation if Carney’s view prevails. He adds, “The BoE at least needs to reverse last year’s 25 basis points rate hike”.
Listen to the full segment as Ostwald and Tip TV Presenter Zak Mir discuss -
UK political situation
FX sentiment powered by Oanda
The trade of the day
Broker Recommendations
UK, #economy, #stagflation, #BoE, #centralbanks, #interestrates, #markets, #trading, #investing, #forex, #currencies, #equities, #stocks, #indices, #fundamentals, #macro, #commodities, #finance
Ricardo Evangelista, Head of International Desk at Evangelista says the Middle East clients are more inclined to trade oil and metals. “Clients understand that the current climate instigates weakness in oil”, says Evangelista and adds, “the traders are more emotionally attached to oil… it is more like a sacred cow, hence traders struggle psychologically to bet against their gift”. atch the full segment as Evangelista discusses Qatar-Saudi tiff and how the clients are adjusting to the political turmoil in the UK.
Watch Jeremy Stretch, Head of G-10 FX at CIBC detail the factors that could push the GBP/USD pair down to 1.23-1.24 levels. The segment is hosted by Tip TV Presenter Zak Mir.
Key points
Bank wary of further spike in the imported inflation
UK political uncertainty amplified, but not to an extent in which markets are pricing-in another general election
Long end of the treasury yield curve suggests the Fed isn’t going to ramp up the pace of tightening
Fed still believes the Phillips curve works - labor market tightening leads to wage price inflation… if it does work, it will allow the Fed to tighten the policy at a fairly moderate pace
GBP/USD is fast losing height, now trading below 1.26; its lowest level since April 18. Mike Van Dulken, Head of Research at Accendo Markets and Tip TV’s Zak Mir discuss the sell-off in the Pound amid the political uncertainty in the UK.
Listen to the full segment for more info on –
Oil market sell-off
Broker Recommendations
The Coe report – bullish view on the NASDAQ
FX Sentiment powered by Oanda
Trade of the day
GBP, #GBP/USD, #UK, #politics, #economy, #macro, #fundamentals, #trading, #investing, #technicals, #UK, #finance, #stocks, #commodities, #equities, #indices, #forex, #currencies
"Sterling at 1.26-1.27 is fundamentally undervalued and we believe it should be in the mid-1.30s, although that is contingent on the political cycle", says Investec Chief Economist Phillip Shaw while sharing his view on the BoE monetary policy, markets, UK economy and the British Pound.
Shaw agrees with Governor Carney that now is not the time to hike rates and says political uncertainty is a bigger risk to the UK economy than the inflation overshoot, which is likely to be a short-run phenomena.
Sterling, #GBP, #GBP/USD, #Cable, #forex, #currencies, #trading, #investing, #markets, #fundamentals, #macro, #technicals, #UK, #finance
Listen to Matthew Yeates, Investment Manager at 7IM explain why the idea of ‘soft Brexit’ has been thrown out of the window following the snap elections and how it is more of a choice between ‘hard Brexit’ & chaotic Brexit’. Yeates also discusses the impact on the markets and the political and economic situation across Europe.
Brexit, #hardBrexit, #markets, #trading, #investing, #macro, #Europe, #fundamentals, #UK, #finance
“At the moment, FX markets are directionless”, says Steve Woodcock, Head of Risk Management at TeraFX while shares his outlook on the FX pairs. Woodcock sees Sterling being more responsive to Brexit sound bites in the short run. “Whether the Brexit talks are going well or going bad - that sort of thing will move the Pound”, he adds.
Key quote - Dollar will eventually turn higher as the Fed is tightening faster than expected
FX, #forex, #currencies, #trading, #investing, #fundamentals, #macro, #Brexit, #GBP/USD, #USD/JPY, #EUR/USD, #majors
Tim Harrison, Head of Wealth Management at Linear Investments joins Tip TV Presenter Zak Mir to discuss the key macroeconomic data releases/events and political developments that could move the markets.
Listen to the full segment for more info on-
Amazon - Whole Foods deal: Not surprising, suggests it is looking to build a stronghold on the high street
Tesco is the best of the bad bunch in the UK, currency gyrations to weigh on the forward guidance
Supermarket Ocado activist shareholder wants to rebuild it as a technology firm. Outlook for BT Group
markets, #trading, #investing, #fundamentals, #macro, #UK, #stocks, #equities, #US, #Amazon, #Tesco
"Watch out for the Fed's reverse QE, it will suck out liquidity and will be a drag on the economy", says Clem Chamber, Founder of ADVFN while talking to Tip TV's Zak Mir.
Last week, the Fed unveiled plans to downsize its balance sheet and maintained the outlook for three rate hikes. The BoE surprised markets with a 5-3 vote split favour keeping rates unchanged. Chambers finds the hawkish vote split somewhat surprising and says it will hurt the UK housing markets.
Listen to the full segment for more info on-
Fed's reverse QE and the potential impact on the markets/economy
UK housing market - Is Corbyn right in saying the luxury houses be requisitioned?
Fed, #interestrate, #QE, #monetarypolicy, #economy, #fundamentals, #macro, #trading, #investing, #stocks, #commodities, #technicals, #equities, #markets
Ronnie Chopra, Chief Market Analyst at TJM Partners, shares his view on Japan’s Nikkei index, India’s Nifty 50 and UK’s Tesco shares. The segment is hosted by Tip TV Presenter Zak Mir.
Listen to the full segment to know-
Why Nifty looks extremely overvalued
The next move in Nikkei
The Coe report - S&P 500
Trade of the day
Broker Recommendation
markets, #equities, #indices, #Nikkei, #Nifty, #Japan, #India, #trading, #technicals, #fundamentals, #macro, #investing, #stocks, #forex, #currencies, #commodities, #UK, #Japan, #India
Listen to Peter Watson from Watson’s W.I.F.I discuss major macro news and developments, corporate news in the UK, US and across the globe during the week gone by.
markets, #macro, #trading, #investing, #UK, #fundamentals, #finance, #US, #UK
Watch Simon English, Senior City Correspondent at The Evening Standard and Tip TV CEO Nick Batsford discuss a potential ‘Summer of Discontent Ahead’ - possibility of widespread strikes by workers demanding larger pay rises. “A lot of strike action is already happening”, says English.
UK, #economy, #wages, #strikes, #Finance
"We are heading into a period of consumer slowdown and that would be good for Tesco", says Simon English, Senior City Correspondent from The Evening Standard and adds, "the shares are undervalued at GBP 180 and should be around GBX 300". Listen to the full segment hosted by Tip TV CEO Nick Batsford for more info on why Tesco shares look undervalued.
Tesco, #UK, #stocks, #equities, #macro, #trading, #investing, #finance, #fundamentals
Watch Steve Larratt, Share Research Business Analyst at Share Talk, discuss the fundamental outlook for Zenith (ZEN) and Old Mutual (OML). Larratt talks to Tip TV’s Zak Mir.
#OrtacResources, #ImaginationTechnologies, #OTC, #IMG, #stocks, #equities, #macro, #fundamentals, #UK, #trading, investing
“BoE’s 5-3 vote split was slightly hawkish”, says Independent Market Analyst Matt Brown and adds, “I can’t see rate hike happening”.
Listen to the full segment for more info on -
Tesco earnings
BoE monetary policy outlook
FX sentiment powered by Oanda
Broker Recommendation
BOE, #centralbanks, #interestrate, #ratehike, #monetary #policy, #fundamentals, #macro, #economy, #markets, #trading, #investing, #technicals, #stock, #equities, #forex, #commodities, #currencies, #finance, #UK
In the second part of the education segment, Trader John Mattingley and Ezeetrader founder Charlie Burton discuss whether involving the human element (IQ) at the institutional level would boost the return on investment. The panel also discusses the pros and cons of automated trading.
IQ, #AI, #ArtificialIntelligence, #markets, #trading, #investing, #UK
In the first part of the education segment, Trader John Mattingley explains that the State-of-the-art AI (Artificial Intelligence) strategies allows are simply not good enough to do what Humans can do - adapt as per ever changing market conditions. The returns from the AI strategies have not been as stellar as initially predicted. Mattingley says one would be better of being a retail trader.
AI, #ArtificialIntelligence, #markets, #trading, #investing, #UK
Rahul Khanna, FX Strategist at Tradermade believes there is no light at the end of the tunnel for the British Pound, given the political uncertainty.
Pound, #Pound, #Sterling, #GBP, #GBP/USD, #Cable, #forex, #currencies, #trading, #investing, #markets, #macro, #fundamentals
"There is still a lot of uncertainty about the US economy", says James Hughes, Chief Market Analyst at GKFX while talking about the Fed's hawkish rate hike. Hughes believes the Fed is still data dependent, especially when it comes to unwinding the balance sheet. He adds, "the situation is similar to the one seen in the UK...the US labour market continues to strengthen, but there are no signs of wage price inflation".
Listen to the full segment for more info on-
Fed policy and whether the bank will start tapering its balance sheet later this year - Sept or Dec?
UK political uncertainty and the outlook for the British Pound
forex, #fx, #currencies, #trading, #markets, #investing, #macro, #fundamentals, #Fed, #centralbanks, #interestrate
In today’s opening segment, Alessio Rastani from LeadingTrader.com and Tip TV Presenter Zak Mir discuss the way forward for PM Theresa May following last Friday’s election disaster and assess the impact of Yellen’s hawkish view on the markets.
Mir says the “the Fed rate hikes were to be accompanied by tax cuts (which were inflationary) but now we only have rate hikes”.
Listen to the full segment for more info on-
Broker Recommendations
The Trade of the Day
FX Sentiment powered by Oanda
TheresaMay, #Yellen, #UK, #politics, #economy, #markets, #investing, #trading, #Fed, #interestrate, #forex, #commodities, #currencies, #equities, #stocks, #fundamentals, #macro, #technicals, #Finance
The weak Pound hasn’t really boosted exports, so the much hyped rebalancing of the UK economy (from consumption to manufacturing) isn’t happening. However, the weak Pound and the resulting rise in the imported inflation have pushed the CPI well above the BoE’s 2% target.
So will the bank raise rates to counter inflation or keep rates unchanged to counter the political uncertainty and the exports drag on the GDP? Is there a scope for a rate cut?
Listen to Mike Ingram, Strategist at BGC Partners explain the BoE policy dilemma. Check out the full segment to know what the rate futures markets are pricing-in.
BoE, #BankofEngland, #centralbank, #interestrate, #monetarypolicy, #consumption, #spending, #inflation, #exports, #macro, #indicator, #fundamentals, #UK, #investing, #finance
Watch Clive Lambert, Director at FuturesTechs discuss the technical set up on the major equity indices, which suggests the equities are still in a bullish mode, but investors need to observe caution as some warning signs of a pullback are starting to appear on the charts.
As an example, Lambert points to a bearish divergence on the bearish RSI divergence on the DAX and the Dark Cloud Cover candle on the FTSE 100.
Check out Lambert’s take on S&P 500, DAX Futures, Stoxx 50 futures, FTSE 100.
markets, #indices, #equities, #rading, #technicals, #S&P500, #DAXFutures, #Stoxx50futures, #FTSE100
Panmure Gordon Chief Economist Simon French says there is no chance the BoE would raise rates tomorrow in response to a higher inflation. He adds “The BoE will sit tight during the Brexit negotiations period, i.e. at least for 2 years”.
Listen to the full segment as French explains, there is no incentive for an interest rate move for at least 2 years and shares his view on the UK house builders, broader markets and politics.
BOE, #interestrate, #monetarypolicy, #macro, #economy, #UK, #fundamentals, #macro, #finance
Bill Blain, Strategist at Mint Partners, says the drop in the confidence in the UK economy due to the political uncertainty could set in motion the unvirtuous cycle of destruction - high inflation (low spending) and low investment.
However, the financial markets are still well bid. Are markets under appreciating the risks? Watch Blain discuss the challenges faced by the UK economy and the reasons for the resilience in the markets.
#UK, #economy, #macro, #fundamentals, #investing, #trading, finance
Regular pay growth in the UK rose by just 1.7% in the three months to April, falling further behind inflation, which rose to 2.9% in May. Mike Ingram, Strategist at BGC Partners says the real wage growth squeeze would weigh over the UK GDP.
Ingram adds, “The US macro picture is looking extremely soft”. He is surprised that the Fed is sticking with the balance sheet reduction story.
Watch the full segment for more info on -
Upbeat China data released in Asia
FX Sentiment powered by Oanda
Trade of the day
Broker Recommendations
UK, #wages, #GDP, #indicator, #economy, #macro, #fundamentals, #currencies, #forex, #commodities, #stocks, #equities, #indices, #trading, #investing, #finance
Wage squeeze has worsened in the UK with the cost of living as represented by the consumer price index (CPI) having risen to a 4-year high of 2.9% in May. The central bank, in its quarterly inflation report, released early last month had said the inflation would top out in late 2017 around 2.8%. Ben Kumar from 7IM says we need to focus on whether the BOE still views this spike in inflation as temporary.
Listen to the full segment for more info on-
Fed policy: Will the central bank talk down future rate hike odds?
Are tech stocks in a bubble? Are the sky-high valuations justified?
BOE, #BankofEngland, #centralbank, #inflation, #indicator, #macro, #fundamentals, #investment, #trading, #UK, #stocks, #equities, #valuations
This Tuesday morning - Merlin Entertainments warned of a slower growth due to terror threat. The company, which runs Alton Towers and London Eye, says domestic demand for day trips is down since March.
Meanwhile, Crest Nicholson the inconclusive outcome of Thursday's election could cause uncertainty in the housing market. What does the future hold for the house builder, given the 12% of the workforce comes from the EU? Watch Rhodri Phillips, City Editor at 'The Sun' and Tip TV Presenter Zak Mir discuss the key highlight in the earnings.
Key points
Merlin shares are very resilient, as 70 % of its earnings coming from overseas
Crest Nicholson - heightened odds of softer Brexit is positive for house-builders.
MerlinEntertainments, #CrestNicholson, #stocks, #equities, #fundamentals, #macro, #UK, #trading, #investing, #earnings
Panmure Gordon Senior Market Commentator David Buik talks about the Friday’s UK election debacle and what it means for the UK and the EU. The segment is hosted by Tip TV Presenter Zak Mir.
Key points
Hard Brexit isn’t pragmatic; the mandate for Hard Brexit isn’t there now
An olive branch should be immediately handed out - David Davis agrees that 3 million EU immigrants should be allowed to stay and that the million UK passport holders should be allowed to remain in the EU without delay
The lack of investment in the UK is a bigger problem
EU is in a much stronger position, but still has got problems of its own
Brexit, #UK, #politics, #macro, #markets, #trading, #investing, #fundamentals
A significant majority of the market believes the odds of a softer Brexit have increased following May’s election debacle. Some in the markets have been wondering whether the UK will exit the EU. Former UKIP leader Nigel Farage tweeted, “I fear we are heading towards a Brexit backslide”.
Eddie Tofpik, Head of FX at ADMISI, does not agree with Farage and says, “the UK will leave the EU it will happen. Both parties - Labour and Conservatives - back Brexit”.
Listen to the full segment as Tofpik shares his technical view of-
EUR/USD
GBP/USD
Bitcoin
Also discussed in the segment is - Broker Recommendations, FX Sentiment powered by Oanda, Trade of the day.
Brexit, #UK, #politics, #EU, #markets,# trading, #investing, #technicals, #fundamentals, #macro, #forex, #currencies, #commodities, #equities, #stocks, #Finance
Steven Woodcock, Head of Risk Management at TeraFX discusses with Zak Mir how the election has affected Sterling. Steven talks us through the night of the election and the small changes he saw; "It was probably one of the quietest events I've ever seen in my time in the City". Woodcock questions why Sterling did very little in this vote - either due to the markets being positioned for it or due to a lack of interest. Watch this segment to find out what else Steven has to say!
Trading, #markets, #Sterling, #Election, #finance, #currencies, #Pound, #GBP,
Watch Tip TV's CEO Nick "The Moose" Batsford during this newspaper review pose a series of questions to Richard Hunter, Head of Research at Wilson King Investments.
These include:
- What is the city perception on a Soft Brexit vs a Hard Brexit?
- Do you still buy shares in the UK?
- Is Neil Woodford right in his economic outlook?
Check out this segment for all the answers!
Newspapers, review, markets, economy, finance, markets, brexit, shares, UK,
Tim Young, Day Trader at Ayondo is still buying dips in the FTSE 100, even though it is becoming overbought. Buy towards 7,500, target 7,550 and stop loss 7,475. Watch this segment to find out more.
FTSE, #trading, #markets, #finance,
Tim Harrison, Head of Wealth Management for Linear Investments, talks us through the week ahead with presenter Zak Mir. Tim says the markets priced in the shock hung parliament result very well - unlike with Brexit & Trump where we saw a rally before the result and overnight had a significant drop once reality hit - hence little movement on Sterling and FTSE 100.
He also discusses that it is worth looking at the contrast between the giants like Tesco and Morrisons in retailing, and the specialists such as Fevertree and Boohoo.com
markets, #election, #pound, #FTSE, #fevertree, #boohoo, #equities, #finance
Clem Chambers, CEO of ADVFN has "flip flopped" over his ideas on Brexit. Originally under the impression it would never happen, he now feels the government has no choice and cannot back out now. The Labour party have to do so in order to keep their voters returning back to UKIP and the Tories have already made enough of a mess.
He mentions how hard it will be for those who voted for Brexit, who are unaware they are already 10% worse off. Clem states Brexit will go ahead - no matter how catastrophic it will be for the country and economy.
Listen to this segment to find out the reasons why Clem thinks the coming 2 year process of negotiations will be a disaster.
Brexit, #Markets, #EU, #UK, #Markets, #Euro, #Pound, #Economy, #Labour, #Conservative,
Technical Analyst and Presenter Zak Mir joins Tip TV's CEO Nick "The Moose" Batsford to talk you through everything you need to know this Monday morning. Discussing the fallout after last week's events, Zak says "It's the calm after the storm - it's more about politics than economics" Also discussed are the latest news headlines, FX Sentiment by Oanda and the Broker recommendations. Nick and Zak also dissect a series of charts including GBP, FTSE & Gold.
EU, #equities, #finance, #fundamentals, #markets, #trading, #euro, #pound, #gold, #FTSE, #economy, #politics, #currencies, #commodities, #forex, #macro
Tip TV Presenter Zak Mir and Matt Brown take note of the headlines across the major newspapers, which are unanimous in their criticism of PM Theresa May's political disaster. "Markets do not like uncertainty", says Presenter Matt Brown. Check out the full segment to know if
If another election is on the horizon?
Will PM May's coalition government last long?
Will Corbyn be able to form a government?
TheresaMay, #UK, #election, #politics, #macro, #finance
Kallum Pickering Economist at Berenberg talks about the impact of the UK General Election result on the UK Economy in the short term, Brexit negotiations and how the Pound will react to economic data.
Steve Larratt, Share Research Business Analyst at Share Talk, presents the outlook for Zenith (ZEN) and Old Mutual (OML). Larratt talks to Tip TV’s Zak Mir.
Zenith, #OldMutual, #ZEN, #OML, #stocks, #equities, #macro, #fundamentals, #UK, #trading, #investing
Marc Ostwald, Strategist at ADMISI, says the political chaos is definitely bad news as it could weigh over the domestic and foreign investments into the UK at a time when the consumer spending is looking weak.
He adds, “EU isn’t going to be pleased with the results” and brushes off the talk of ‘no Brexit’. Watch the full segment to know-
What’s next for the British Pound?
Will the FTSE 100 continue to cheer weakness in the GBP, despite the political chaos?
FX sentiment powered by Oanda
Broker Recommendation
markets, #trading, #UK, #investing, #indices, #stocks, #equities, #forex, #commodities, #currencies, #hungparliament, #politics, #economy,#fundamentals, #macro, #EU, #finance
For many in the markets, the time is ripe for the ECB to move away from the ultra easy monetary policy stance.
One group of experts feels - if the ECB can’t taper/run down its balance sheet now with credit spreads record right, stocks at record high and strong growth, it will never happen.
The other group feels - the inflation is still low (5y,5y forward inflation expectations are around 1.6% - Well below the ECB’s target of 2%), hence the ECB has enough room to allow the economy to run hot.
Jane Foley, Senior FX Strategist at Rabobank belongs to the second group. When it comes to EUR strength, Foley sees the common currency, maintaining its bid tone as the rotation trade (from US stocks and into European stocks) still has some juice left.
Watch the full segment as Foley shares her views on-
Yen strength
Comey testimony and the impact on the US dollar
forex, #currencies, #trading, #fundamentals, #macro, #technicals, #EURUSD, #USDJPY, #GBPUSD, #USD, #ECB, #centralbanks, #interestrates, #UK, #finance
Mike Van Dulken, Head of Research at Accendo Markets and Tip TV Presenter Zak Mir discuss Super Thursday - UK general election voting, ECB rate decision and Draghi speech and Former FBI Director Comey’s testimony to Congress - and the potential impact on the most sensitive markets.
Listen to the full segment as Dulken shares his view on-
UK elections and ECB policy
GBP/USD, FTSE 100, US Crude
FX Sentiment powered by Oanda
UK, #elections, #ECB, #centralbanks, #interestrates, #Comey, #US, #markets, #trading, #investing, #stocks, #equities, #forex, #commodities, #finance
Watch Shaun Richards from Not A Yes Man Economics discuss the extraordinary times in the financial markets and the global economy. Richards and Tip TV Presenter Zak Mir discuss the sub 1% yield on the 10-year UK bond yield, BOJ’s ownership of UK stocks and bonds and RBS issue.
markets, #economy, #UK, #trading, #investing, #fundamentals, #elections
“Most businesses associate the Conservatives with a free market doctrine, but that has been seriously challenged by the Conservative manifesto advocating an energy price cap”, says Simon French, Chief Economist at Panmure Gordon.
So will the business leaders stand behind the Conservatives tomorrow? French says the voters have a poor choice. It is essentially a battle between lower spending, lower taxes (Conservatives) vs. higher spending, higher taxes (Labour).
Going by the polls, French still expects a Conservative majority. Listen to the full segment for French’s view on UK growth and inflation.
UK, #elections, #Conservatives, #Labour, #politics, #economy, #macro, #fundamentals
Independent Market Analyst Matt Brown says, UK election, ECB meeting and Comey’s testimony due tomorrow (dubbed Super Thursday) has made the safe haven precious metal popular with the investors.
He adds, “If all goes well, the metal could witness a pull back”. What if Comey drops a bombshell, while UK elections end up in a hung parliament? Will gold extend rally?
Check out the full segment for more info on -
Gold price action
Spain banking sector woes
FX sentiment powered by Oanda
The trade of the day - Sell Dechra Pharmaceuticals
Broker Recommendations
Gold, #commodities, #preciousmetals, #equities, #stocks, #indices, #forex, #currencies, #trading, #investing, #markets, #SuperThursday, #macro, #fundamentals, #technicals, #UK, #Finance
“The Pound will be the main beneficiary of big/small Tory win”, says Spreadex Financial Analyst Connor Campbell, while explaining the macro outlook for GBP/USD. Campbell believes it is the Conservatives’ lead that will influence the exchange rate over the coming/next week.
Listen to the full segment to know-
If strong Pound will weigh over Footsie
Micro outlook and client activity in the reporting companies - Johnson Matthey, Watkin Jones, FirstGroup
Pound#GBP/USD#Cable#forex#currencies#Tory#UK#elections#markets#trading#investing#indices#equities#stocks#FTSE 100#Johnson Matthey#Watkin Jones#First Group
Listen to Oanda Senior Market Analyst Craig Erlam discuss the heightened odds of Corbyn win in the next week’s UK general election and what it means for the GBP/USD pair. Erlam says Corbyn win may not necessarily push GBP/USD to 1.20.
Erlam also presents his view on-
Crude oil
USD/JPY
Cable#GBP/USD#forex#currencies#USD/JPY#commodities#energies#Oil#trading#investing#technicals#fundamentals#UK
Eddie Tofpik, Head of Foreign Exchange at ADMISI explains the technical outlook for EUR/USD, AUD/USD and Bitcoin.
Listen to the full segment to know if-
Bitcoin has topped out in the short-term or there is plenty steam left in the virtual currency bulls
forex#currencies#virtual currencies#EUR/USD#AUD/USD#Bitcoin#technicals#trading, markets
The decision as to when to sell a stock is one of the most difficult components of investing. Presenter Mark Johnson discusses the ideal timing to sell/take profits on ‘growth stocks & ‘dividend stocks’.
stocks#equities#trading#investing#markets#UK
Listen to Mike Ingram, Strategist at BGC Partners, explain how the GBP exchange rate has defied both forward looking and backward looking fundamental data and is closely following the political developments i.e. Conservatives’ lead over Labour.
GBP/USD, GBP#Forex#currencies#politics#fundamentals#economics#macro#trading
FTSE 100 remains well bid even though the latest election polls show heightened odds of a hung parliament. What is it that is keeping the risk sentiment intact... Not only in the UK, but across the globe.
Mike Ingram, Strategist at BGC Partners says, “The markets are quite desensitized” at this point. At the index level, it looks great, but cash markets are very thin... Volumes are very low and it feels like August already”.
Watch the full segment as Ingram and Tip TV Presenter Zak Mir discuss-
UK general elections
Goldman Sachs view on oil
FX sentiment powered by Oanda
Trade of the day
Broker Recommendations
markets#trading#investing#economy#macro#fundamentals#elections#UK#stocks#equities#forex#currencies#indices#commodities
Steve Larratt, Share Research Business Analyst at Share Talk, presents the outlook for Abza (LON: ABZA) and MKango Resources (AIM: MKA). Larratt talks to Tip TV’s Zak Mir.
The textbook says a stock market rally is phony if the market breadth isn’t healthy.
Market breadth is what goes on in the stock market. It looks at the number of stocks that are advancing or declining within an index or an exchange.
Ben Kumar, Investment Manager at 7IM believes it is the narrative than matters and not the breadth. The rally in the US stocks is mainly based on the tech stocks, but Kumar does not see it as a reason to fear.
Kumar also says a 4% or 5% drop in oil prices in a single day no longer scares investors because the narrative has changed.
Watch the full segment to know Kumar’s take on whether the US stocks would continue to scale new heights.
What’s Apple going to do with the $250 billion cash reserve? Nothing smart, says Simon English, Senior City Correspondent at the Evening Standard. He fears Apple might end up wasting the excess cash... For e.g. a mega deal, which Apple doesn’t really need.
Apple, #cashreserves, #UK, #investing, #EveningStandard
Simon English, Senior City Correspondent at the Evening Standard explains to tip TV CEO Nick Batsford why he thinks RBS boss Fred Goodwin is foolish and not crooked.
FredGoodwin, #RBS, #EveningStandard, #banks, #investing, #UK
Shaun Richards from Not A Yes Man Economics says the various election manifestos have more holes than in a Swiss cheese.
He explains how the authorities have created a vicious circle where they have pumped enormous money into the economy, propped up housing prices, which means wealth for quite a few but inflation for the majority and people have a hard time letting go to the wealth via high taxes.
Richards says one thing is clear - that taxes are likely to go up in the next parliament.
UK, #election, #taxation, #fiscalpolicy, #macro, #economy
Eddie Tofpik, Head of FX at ADMISI says Moody’s downgrade of China was a little surprising, but the negative impact on the markets was tempered somewhat by the upward revision of the outlook from negative to stable.
Tofpik adds, “The issue there is the huge amount of debt - Which is held internally”. Listen the full segment as Tofpik shares his outlook on EUR/USD, GBP/USD and Bitcoin. He is joined by Tip TV Presenter Zak Mir.
Moody’s, #ratingsagency, #China, #debt, #macro, #markets, #trading, #investing, #fundamentals, #forex, #currencies, #EUR/USD, #GBP/USD, #Bitcoin, #virtualcurrencies, #stocks, #equities
Stefania Barbaglio from London South East talks to Tip TV Presenter Zak Mir about the strong fundamentals of Echo Energy and Berkeley Energia and potential for attractive returns.
LondonSouthEast, #EchoEnergy, #BerkeleyEnergia, #stocks, #equities, #fundamentals, #trading, #investing, #UK
Budgie Wright, Senior Real Estate Consultant at Barbican Square updates Tip TV viewers about the latest developments in the UK property market.
Wright says, "we are in a hiatus because of the lack of clarity regarding Brexit and due to the uncertainty ahead of the UK general elections". At the end of the segment, he adds, "There is still opportunity in the market. You have to be a bit more circumspect, you have to do your work, it won't fall in your lap anymore as it did for the last five years or seven years may be."
Listen to the full segment for more info on-
The health of the UK property market & the best places to invest
UK, #propertymarket, #investing, #demand, #supply, #fundamentals, #macro
Panmure Gordon Senior Market Commentator David Buik says "Politically, Mrs. May will have 48 hours to regroup, and should consider herself extremely lucky because the presentation of the Dementia tax or home care was badly presented. If it was presented well, people would have accepted it."
The backlash against the 'dementia tax' coincided with a shift in the opinion polls as the Conservatives lead over Labour shrunk to 10 percentage points. PM May was forced into 'dementia tax' tax U-turn after the polls showed a sharp drop in the lead over Labour.
Watch the full segment as Buik along with the CEO of Brand Communications Alan Green and Presenter Zak Mir discuss-
Whether the Dementia tax backlash is justified &
If May's partial U-turn on plans to reform social care after widespread backlash will be enough to secure a landslide victory in the general elections
TheresaMay, #UK, #politics, #elections, #tax, #dementiatax, #fiscalpolicy, #markets, #investing, #fundamentals, #macro
Is Britain leaving a sinking ship or a first class cruise? The EU is looking stronger than ever, given the relative political stability and strong economic data. So should investors continue to pour money into European assets?
Chris Justham, Relationship Manager at 7IM does acknowledge the EU’s positives, but adds that a potential ECB QE taper tantrum could be a risk to the financial market stability later this year.
Justham believes the taper would be good for the banks, but says, it will be interesting to see how the broader markets react.
Watch the full segment to know if -
The EUR strength is a risk to the Eurozone economy and whether political stability in the EU will make it hard for the UK secure a good deal
markets, #trading, #EU, #Europe, #UK, #equities, #stocks, #macro, #fundamentals, #politics, #investing, #ECB, #QE, #taper, #centralbanks
Alan Green, CEO of Brand Communications and Tip TV presenter Zak Mir weigh-in on Trump’s proposal to sell-off 50% of the strategic oil reserve and the resulting drop in oil prices.
Green discusses the technical and fundamental outlook for Cranswick (CWK.L) and Vipera (VIP.L).
Listen to the full segment for more info on-
The trump’s budget proposal to slash entitlements by $1.7 trillion Greek negotiations Trade of the day - Buy Shaftesbury FX sentiment powered by Oanda Broker Recommendation
markets, #trading, #equities, #stocks, #fundamentals, #macro, #oil, #commodities, #energies, #Trump, #Cranswick, #Vipera, #forex,# currencies, #investing, #UK
In today's Tip TV Education segment, Dr. Corvin Codirla, Founder of CCFX talks about finding two negatively correlated assets while constructing a portfolio so as to avoid sharp drawdown and amplify profits.
Codirla compares the results of investing in S&P 500 and investing in S&P 500 along with bonds. The latter is a much smarter decision as the drawdown during the 2008 Great Financial Crash was significantly less in the later as compared to the former.
Listen to the full segment to know why investing in positive correlated assets ends up amplifying losses.
trading, #strategy, #Education, #investing, #diversification
Gaurav Sharma, Business Editor and Oil Analyst at IB Times, says oil prices might remain stuck around $50 and on the larger scheme of things being net short makes sense.
Watch the full segment as Sharma talks about the OPEC’s struggle to keep prices around $50 due to the sustained rise in the US shale output.
Sharma believes a nine-month extension of the output cut deal may have been priced-in by the markets. Moreover, rising US shale output is likely to counteract OPEC's efforts to boost prices
oil, #commodities, #energies, #trading, #OPEC, #non-OPEC, #Russia, #fundamentals, #macro, #US, #Shale
Bill Blain, Strategist at Mint Partners does acknowledge the strong fundamentals of the global economy, but believes the rally has gone too far due to the distortion created by the central banks’ QE and other unconventional tools.
Bill mentions October 12, 2017 as the date to watch out for and draws parallels between the Oct 1987 crash and today’s situation.
This is the reason Blain is advising his clients to go ‘long cash’ in October as the expected 20% sell-off would be a big buying opportunity.
cash, #trading, #investing, #markets, #equities, #stocks, #fundamentals, #bonds, #macro, #US, #UK
Bitcoin has doubled in value in the last 12 months and jumped above $2000 mark. It looks like onwards and upwards for the virtual currency!
Independent Market Analyst Matt Brown says the Bitcoin rally looks like a bubble and is still no match for gold, which remains a favoured safe haven. The segment is hosted by Tip TV Presenter Zak Mir.
Watch the full segment to know-
EUR/USD rally and the impact on the ECB monetary policy and German economy Broker Recommendations
Oil market activity and whether OPEC’s extension of the output cut deal would help lift oil prices
Bitcoin, #virtualcurrency, #gold, #commodities, #preciousmetals, #trading, #investing, #fundamentals, #macro, #forex, #currencies, #USD
Tip TV's weekly financial market highlights hosted by Technical Analyst Matt Brown this week featuring Vitaly Nesis, Polymetal CEO, Ben Kumar from 7IM, The Evening Standard's Simon English and ADMISI Strategist Marc Ostwald.
Podcast #Finance #Markets #Business #Trump #TipTV #Election #Tory #Manifesto #LloydsBank #Telco #FTSE100 #Polymetal #CEO #7IM #PoundCrash
Paul Haywood, Executive Director at Block Energy talks to Tip TV Presenter Zak Mir about Slumber J’s entry into Georgia and what it means for Block Energy. Haywood says, "Slumber J's entry underpins Georgia's Oil & Gas Potential.
NEXExchange, #SlumberJ, #Oil, #exploration, #BlockEnergy, #UK
Bryan Noble, Founder, Trader Noble expects a pickup in market volatility in summer this year as he feels the political situation in the US is set to worsen. He adds, “It is very hard to be a long-term bull on the stock market when there is no wage price inflation”.
Listen the full segment for more info on -
Trader Noble research and education service & Brian Noble’s take on VIX index
markets, #trading, #volatility, #equities, #stocks, #fundamentals, #technicals, #US, #macro
Steve Larratt, Share Research Business Analyst at Share Talk, presents the outlook for Westminster Group PLC (WSG) and Frontera Resources (FRR). Larratt talks to Tip TV’s Zak Mir.
WestminsterGroupPLC, #FronteraResources, #stocks, #equities, #macro, #fundamentals, #UK, #trading, #investing
Ben Kumar, Investment Manager at 7IM isn't surprised by the rebound in the equities as he believes the global economy is in good shape and thus markets tend to brush aside political issues. "The Trump trade is long gone", he says, but it doesn't mean the US is a 'hollow egg' as economy looks strong with jobless rate at multi-year lows. Kumar describes the Tory manifesto and UK PM Theresa May's strategy as "capture the middle ground as a personality rather than a party".
The segment concludes with Kumar sharing his bullish view on Indian economy.
economy, #markets, #trading, #equities, #stocks, #indices, #trading, #macro, #investing, #UK
Tim Young, Day Trader at Ayondo, says the “buy the dip” trade is intact and there is no reason to turn bearish as he doesn’t see any signs of investor Euphoria. It’s time to turn bearish when everyone jumps on the bandwagon, says Young.
Listen to the full segment for Young’s trade of the day.
FTSE100, #indices, #equities, #markets, #trading, #technicals, #UK
Watch Marc Ostwald, Strategist at ADMISI, discuss whether Theresa May’s ‘Red Tory’ manifesto - attempt to pick up socialist votes with traditional Labour battle cries is a right strategy.
Ostwald, while talking about the flattening of the treasury yield curve, says “it is more due to outflow from the equities and into the bond markets and investors seek protection”. He adds, “It does not necessarily signal recession”.
Listen to the full segment for more info on -
Key things to watch out for today Whether the markets have stabilised Outlook for FTSE 250, Zinc and Barclays FX Sentiment powered by Oanda Broker Recommendation
Tory, #UK, #elections, #markets, #trading, #investing, #US, #recession, #equities, #stocks, #forex, #currencies, #interest #rates, #commodities, #macro, #fundamentals, #technicals
Alessio Rastani from LeadingTrader.com discusses the three big mistakes - Overleveraging, Ignoring the major trends and higher time frames, Very tight stops - that lead to a big drawdown in the trader’s grubstake.
Listen to the full segments to know the simple, yet often ignored rules, that would help avoid big losses.
#trading, #strategy, #education, #markets
Listen to Simon English, Senior City Correspondent at The Evening Standard discuss how too much competition and not enough profit is hurting the telecom sector in the UK. He is joined by Tip TV CEO Nick Batsford.
telecom, #UK, #business, #economy, #markets
Simon English, Senior City Correspondent at The Evening Standard discusses the drivers of Lloyds Bank shares with Tip TV CEO Nick Batsford. Watch the full segment to know English’s take on RBS.
LloydsBank, #stocks, #equities, #trading, #UK, #fundamentals, #macro
Paul Wallace from London Traders Network talks about the psychology of trading - emotions and mental state that dictate success or failure in trading. Wallace is joined by Zak Mir, Presenter at Tip TV and Alessio Rastani from LeadingTrader.com.
Listen to Wallace discuss-
Greed based trading Fear based trading What’s the similarity and what’s the difference between the psychology of the average Joe and market wizards like George Soros and Warren Buffett? Expectations vs Reality
markets, #trading, #equities, #stocks, #LondonTradersNetwork, #psychologyoftrading, #education, #investing
Listen to Alessio Rastani from LeadingTrader.com discuss the outlook for gold, AUD/USD and S&P 500.
“I would be a buyer in the S&P500 around the 2330 levels”, says Rastani. He is bearish on the Aussie dollar and recommends selling the currency on the rise to 0.75 levels. Presenter Zak Mir takes note of the bearish price action on the JP Morgan Chase price chart and says, “The Financials are leading the market lower”.
Listen to the full segment for more info on - FX Sentiment powered by Oanda, Broker Recommendations.
Gold, #commodities, #preciousmetals, #S&P500, #indices, #trading, #equities, #stocks, #US, #UK, #fundamentals, #macro, #technicals, #AUD/USD, #forex, #currencies, #markets, #investing
“There was always a 50/50 probability of Trump being impeached before the end of the first time, but the situation is that there is 50/50 probability that Trump may be impeached before the year end”, says Mike Ingram, Strategist at BGC Partners. He is joined by Tip TV’s Zak Mir.
Also discussed is the UK employment released today. Ingram believes the Phillips Curve (inverse relationship between unemployment and the rate of inflation) is dead.
Listen to the full segment as Ingram discusses-
Record low volatility in the markets
Risk disconnect in the US
Exhaustion in the reflation trade
#US, #Trump, #markets, #trading, #investing, #fundamentals, #macro, #stocks, #equities, #forex, #currencies, #commodities, #UK
Phil Thomas, Director of London South East (LSE) talks about the most happening stories on the LSE website (www.lse.co.uk). He is joined by Tip TV Presenter Zak Mir.
Thomas discusses the outlook for-
Mysquare -Most chatted, most traded and trending stock on the website
Hurricane Energy: Among the top 5 of the most chatted lists today
Mysquare, #HurricaneEnergy, #UK, #investing, #stocks, #equities, #fundamentals, #trading
Howard Cox, founder of campaign group FairFuelUK says the motive behind the campaign is to ensure fairness for drivers, get parity with the EU and fight against demonising diesel drivers.
UK diesel drivers are already punitively taxed more so than those in Germany, France, Poland and other EU economies, he says. He adds, “Why is Theresa May not doing it (cap) fuel prices. We are not asking for complete regulation, but we desire transparency”.
Listen to the full segment as Cox makes a compelling case for a cut in the fuel duty.
fuelduty, #transport, #business, #UK, #economy
UK Consumer Price Index (CPI) jumped from 2.3% y/y to 2.7% in April; the highest since 2013. And still the FTSE 100 index clocks fresh record high. Higher inflation leads to lower spending and weak economy. Why is the stock market on fire then? What’s happening?
7IM Investment Manager Ben Kumar says, “The FTSE 100 index has little do with the UK economy”.
Listen to the full segment for more info on-
Potential rally in the FTSE 100 index to 8000 levels &
Outlook for Vodafone
FTSE100, #UK, #indices, #equities, #Vodafone, #stocks, #trading, #fundamentals, #economy, #macro, #investing
In today’s opening segment, Tip TV presenter Zak Mir and Eddie Topik, Head of FX at ADMISI, discuss the rise in the UK inflation to 4-year high and the lacklustre reaction from the British Pound.
The other trending topic this Tuesday morning is the jump in EUR/USD above 1.10 handle.
Listen to the full segment as Tofpik sheds light on the technical set up and key levels on the EUR/USD, EUR/GBP and GBP/USD pair.
UK, #inflation, #economy, #indicator, #trading, #investing, #markets, #macro, #forex, #currencies, #equities, #indices, #stocks, #commodities, #technicals
Two weeks down and still no signs of the “Sell in May and Go away”. What does the week ahead hold for the markets?
Tim Harrison, Head of Wealth Management at Linear Investments, says there is a case for maintaining the positions, but I wouldn’t want to add serious exposure because we are the elevated levels on the Footsie”. He adds, “The M&A theme - There is still a lot of value out there and some of these Cybersecurity companies could be the ones to look at”.
Listen to the full segment to know the potential impact of the UK CPI and labour data due this week on the Footsie and GBP/USD.
UK, #CPI, #Cybersecurity, #indicator, #stocks, #macro, #fundamentals, #trading, #investing
Markets can be very unpredictable around and during news releases. Trading the news offers you the opportunity to make large profits quickly if you are prepared and know what you are doing.
In today’s Tip TV Education segment, Dr. Corvin Codirla, Founder of CCFX explains Tip TV viewers the Dos and Dont’s of trading the news.
The four key economic indicators/events that move the exchange rates are - Rates, unemployment, inflation, and growth. Codirla’s historical study points to central bank interest rate decision as the one that moves the exchange rates the most.
Thus, the education segment is centered mainly on trading the Fed rate decision. Listen to the full segment as Codirla details trading strategies. “Let the market do the talking for you”, says Codirla. He is joined by Presenter Matt Brown.
Education, #trading, #currencies, #FX, #technicals, #markets, #USD/JPY, #Fed, #centralbanks, #macro
Ransomware - A cyber-attack that has hit 150 countries since Friday. The virus took control of users' files and demanded $300 (£230) payments to restore access.
There are fears of more Ransomware attacks, although few have been reported till now. Independent Market Analyst Matt Brown says, the cyber attack has boosted the Cybersecurity stocks. For example, the shares of the London listed Ecsc Group, an IT service management company, are up 26% this Monday morning.
Brown and Tip TV Presenter Zak Mir also discuss whether it is safe to buy Bitcoin in the wake of the cyber attacks.
Listen to the full segment for more info on-
FX Sentiment powered by Oanda
The Coe report - Russell 2000
Investors Intelligence - Point & figure view on FTSE All Share Index
Trade of the day- Long Royal Mail Group
Ransomware, #Cybersecurity, #IT, #markets, #stocks, #equities, #trading, #Bitcoin, #virtualcurrency, #investing, #macro, #fundamentals, #UK, #forex, #currencies, #indices, #commodities
Finance #Markets #FrenchElection #Oil #Investec #Investing #Rabobank #Macron #LePen #TheEveningStandard #ADMISI #MalcolmGrahamWood #OPEC #GBP/USD #Bankers #Banking #London #Paris #Podcast #Weekly #TipTV #MattBrown #ZakMir #JaneFoley #SimonEnglish #PhillipShaw #MarcOstwald #MarketOpen #Trading #Trader #Money #Economy #Wealth #Election #Gold #S&P500
Steve Larratt, Share Research Business Analyst at Share Talk, presents the outlook for JKX Oil and Gas PLC (LON: JKX) and Redhall Group Plc (LON: RHL). Larratt talks to Tip TV’s Zak Mir.
JKXOilandGasPLC, #RedhallGroupPlc, #stocks, #equities, #macro, #fundamentals, #UK, #trading, #investing
Peter Watson from Watson’s W.I.F.I says, “Snap has to innovate very, very quickly”, and adds “whether people decide to invest in the company from now on will depend on whether they believe in Snap’s long-term vision and potential product pipeline or whether they just think Snap is a one-trick pony that will be outgunned by Facebook”.
Watson also talks other key stories released over during the week that could influence the markets in the long run. The list includes UK inflation and drop in the retail sales, Macron - The new French President and whether he would be able to deliver reforms.
quities, #trading, #markets, #macro, #fundamentals, #UK, #inflation, #retailsales, #indicator
China will finally open its borders to US beef while the cooked Chinese poultry is closer to hitting the American market as part of a US-China trade deal.
Commerce Secretary Wilbur Ross hailed the agreement as "a Herculean accomplishment".
Listen to Matthew Yeates, Quantitative Investment Manager at 7IM discuss whether the deal is really a Herculean accomplishment or merely a flash in the pan. Yeates says it is good news as trade protection/trade war between the US and China would have been bad for the US economy and global markets.
Yeates and Presenter Zak Mir also consider if rescuing the bank with taxpayer money is a good strategy? After all, the taxpayer is set to make a profit of about £500m on the £20.3bn bailout of the Lloyds Bank Group during the financial crisis.
US, #China, #internationaltrade, #economy, #fundamentals, #UK, #Lloyds, #banks, #Trump, #stocks, #investing, #trading, #markets, #equities
The yield on Chinese five-year government bonds hit its highest since 2014 on Friday, causing a rarely seen inversion of the yield curve. What is the reason for the yield curve inversion and will it have an adverse impact on the financial markets?
Marc Ostwald, Strategist at ADMISI says the yield curve inversion is due to hedging activity and regulatory crackdown on leveraged investment.
Ostwald adds all eyes are on the US retail sales release. “We need this number to print in line with estimates as that would add credence to the Fed’s view that the slowdown in the first quarter was ‘transitory’.
Watch the full segment for more info on-
China’s crackdown on the leverage and its impact on the metals
China, India signal auto policy shifts and what it means for the oil markets
Trade of the day – Buy Henderson Group
The Coe report – bullish view on the S&P 500
FX sentiment powered by Oanda
Broker Recommendation
China, #yieldcurve, #US, #retailsales, #economy, #indicator, #markets, #trading, #equities, #stocks, #forex, #currencies, #fundamentals, #macro, #bonds, #commodities, #indices
Watch Shaun Richards from Not A Yes Man Economics explain how the war on cash/having a cashless society will help central banks impose negative rates with impunity.
Find out-
If blaming cash for all the scams is logical or merely an argument made by our central bankers to trick the ordinary Jo into keeping money into a digital account in a bank and spend it with a bank card or credit card or checks.
cash, #digitalmoney, #economy, #UK
Oil prices dropped approximately 13% over the last three weeks or so. Can you guess the culprit? It’s the rising shale output, isn’t it? Or are the fears rising shale output and its impact oil unjustified?
Malcolm Graham-Wood, Oil analyst at Malcy’s blog says “rising shale output shouldn’t be a major worry as there is limited scope for further expansion in the capacity and Saudi and other major OPEC producers can absorb the excess supply”.
He adds “there is a massive difference between perception and reality”. We cannot agree more as there is a widespread belief in the markets that every one barrel reduction in the output by the OPEC subsidises one barrel of Shale. The assumption is wrong, but is nevertheless weighing over oil prices.
Graham-Wood expects the oil market to tighten if the OPEC and non-OPEC producers extend the output cut deal till December. He is positive on oil prices in the long-term, but sees massive gyrations ahead of the OPEC meeting scheduled later this month.
Listen to the full segment for more info on-:
Malcolm Graham-Wood’s June end and Year end forecast for Oil
Stocks that could offer stellar returns amid potential oil rally in the second half of this year. The list includes names like - Amerisur Resources, Hurricane Energy, SDX Energy and Trinity Exploration.
Oil, #WTI, #Brent, #fundamentals, #macro, #demand, #supply, #technicals, #OPEC, #non-OPEC, #US, #Shale, #commodities, #energies, #trading, #investing, #markets
Ronnie Chopra, Chief Market Strategist at TJM Partners tells Tip TV that Japan’s Nikkei index looks given the Japanese Yen is being offered and the USD/JPY pair looks set to test 115.00-116.00 level in the short-term.
Chopra also discusses the outlook for GBP/USD, Copper futures and Anglo American. He talks to Tip TV Presenter Zak Mir.
Listen to the full segment for-
Broker Recommendations
Oanda forex market sentiment chart
Nikkei, #indices, #Yen, #forex, #currencies, #trading, #technicals, #fundamentals, #macro, #investing, #markets, #macro, #US, #UK
The PM May’s promise to protect gas and electricity customers from "sudden and unjustified" rises will be part of the Tory manifesto. Mrs May believes the proposed measures could "save families on poor value tariffs as much as £100".
David Buik, Senior Market Commentator at Panmure Gordon says the whole idea of putting a cap on the energy bills is ludicrous.
Listen to the full segment for Buik’s full take on PM May’s utility bill caps and ‘Macron’omics. Buik is joined by Tip TV’s Zak Mir and Brand Communications CEO Alan Green.
UK, #energy, #TheresaMay, #economy, #macro, #fundamentals, #investing, #trading, #markets
Matthew Yeates, Quantitative Investment Manager at 7IM explains the turnaround in the European politics from far right to the status quo and its positive impact on the European equity markets. He is joined by Brand Communications CEO Alan Green and Tip TV Presenter Zak Mir.
Key points
Macron’s victory may have helped restore the European Union (EU) stability and set the Eurozone on a decidedly more stable course
European equities are cheap (in multiples of earnings) when compared to the global and US equities
Macron needs to deliver - side with political forces that would support structural reforms and help strengthen the French economy
Europe, #equities, #valuations, #fundamentals, #economy, #macro, #politics, #investing, #trading
The Bank of England (BOE) quarterly inflation report (QIR) is due for release this Thursday along with the rate decision and the monetary policy statement.
Phillip Shaw, Chief Economist at Investec expects the BOE to steer back to neutral in the wake of strong Pound and weak economic growth.
Shaw believes the BOE is unlikely to hike rates before 2019. Listen to the full segment for more info on-
‘Macron’omics - Can Macron live up to the hype?
German Elections - Merkel is more likely to win as voters have gotten over the refugee crisis and are now focusing on economic strength
PM May’s utility bill cap
BOE, #BankofEngland, #centralbanks, #interestrate, #hawkish, #dovish, #neutral, #markets, #trading, #investing, #macro, #fundamentals, #economy, #UK
Listen to Scott Grant, Director at London South East (LSE) discuss the top trending stocks on the LSE website (www.lse.co.uk). He talks to Tip TV Presenter Zak Mir.
Most Traded: Intelligent Energy
Most Chatted: Sirius
FTSE350 HY Riser: Intu
Share Views: Big Dave Mutton discusses how PrimaryBid enables investors to gain access to placings, fundraising and IPOs of AIM-listed companies.
LSE, #UK, #stocks, #equities, #macro, #fundamentals, #investing, #trading
Alan Green, CEO of Brand Communications says, “French President elect Macron will have to redouble his efforts to restructure the French debt”. He adds that France’s growth rate may match that of Germany’s however, German debt to GDP ratio (at 60%) is well below France’s debt to GDP ratio of 100%. Green talks to Tip TV Presenter Zak Mir.
Green discusses Theresa May’s energy price caps, strong dependence of the commodity prices on the Chinese economy.
Listen to the full segment for more info on-
Green’s stock picks of the day - Beximco Pharmaceuticals Ltd, EnQuest PLC
Outlook for Sterling Index and Japan’s Nikkei index
The trade of the day - Sell Goldman Sachs
Broker Recommendation
Macron, #France, #markets, #trading, #investing, #fundamentals, #macro, #UK, #Europe, #US
“If you are Barclays CEO you get into trouble and so far Jes Staley is in the least amount of trouble when compared to his predecessors and does look like a best Chief Executive they have had in ages", says Simon English Senior City Correspondent at The Evening Standard while explaining why he sees Jes Staley being reelected at Barclays CEO this Thursday. English talks to Tip TV CEO Nick Batsford.
Barclays, #JesStaley, #UK, #banks, #business
France wants to lure the British banker by building seven new skyscrapers occupying as much as 375,000 sq m of office space, about the size of 50 football pitches. So should the City of London bid adieu to bankers?
Simon English, Senior City Correspondent at The Evening Standard says France at the most could have only a slice of the City Bankers. Anything beyond that is wishful thinking as French not only lack regulatory experience but the work culture is very different than the family friendly culture seen in the City.
#banks, #UK, #London, #TheCity, #Pairs, #France, #business, economy
Chief Economist, Simon French, tells Tip TV that the Bank of England may pare its inflation expectations slightly this Thursday owing to the weakness in the commodities, oil and strength in the GBP.
Key quotes:
China reflated its economy via monetary stimulus and weak Yuan - The sugar rush is now fading and that is weighing over the commodities and the equity markets
US congress is very hawkish on the deficit, hence Trump’s tax reform could be a watered down version of the original plan
Commodities are looking for their next leg higher. The revival partly depends on whether the OPEC extends its output cut deal for 6 months
Brexit is a sideshow for now. The focus is likely to be on Thursday’s UK data dump - industrial production, trade balance and the Bank of England’s (BOE’s) Quarterly Inflation Report (QIR)
BOE, #centralbanks, #UK, #inflation, #indicator, #economy, #fundamentals, #macro, #markets, #investing, #trading
What does Macron victory mean for the EU and the UK? Will he be able deliver sweeping reforms or will he go the Hollande way?
Clem Chambers, Founder and Director of ADVFN, doubts Macron's ability to deliver big time, but says in politics doing nothing is often better than doing something wrong. He says, "Macron is any time better than some wacky extremist".
Key quotes:
EU is not going to fall apart and shall remain a super state
Strength in the EUR suggests the confidence in the EU
Trump's policies - low tax, high spending may put pressure on USD's reserve status Chambers is still bearish on the market and prefers to hold cash
Macron, #politics, #France, #EU, #UK, #markets, #trading, #investing, #stocks, #currencies, #forex, #fundamentals, #macro
Marks & Spencer set to launch an online food delivery service at a time when the online retailers are feeling the pinch of rising inflation. Data from the payment company Visa shows the UK online spending in April fell for the first time since 2013.
In recent years M&S has seen sales rise for grocery products, while clothing sales are declining.
Will venturing into the online space with a food delivery service help lift the fortunes of its shareholders?
Tim Harrison, Head of Wealth Management at Linear Investments says, “The retail space continues to make a fundamental shift to online.. - M&S is surely the one to watch out for”.
Harrison reviews French elections and takes note of the factors that could move the markets this week.
M&S, #Marks&Spencer, #retailer, #onlineretailer, #UK, #stocks, #fundamentals, #macro, #trading, #investing, #markets
Data from the payment company Visa shows the UK online spending in April fell for the first time since 2013.
Independent Market Analyst Matt Brown says the rise in inflation is putting a squeeze on the budgets. Consumers spend more money on food items and thus spending on non-food items/online spending is feeling the pinch.
Brown believes the Fed could fasten the policy tightening process as it intends to create wiggle room for the next recession.
Listen to the full segment for more info on:
S&P500 outlook
The trade of the day- (Sell BooHoo)
Broker Recommendations & the Oanda forex market sentiment chart
consumerspending, #consumption, #economy, #indicator, #UK, #fundamentals, #macro, #Fed, #centralbanks, #interestrates, #markets, #trading, #investing
Steve Larratt, Share Research Business Analyst at Share Talk, presents the outlook for Rockhopper Exploration PLC (RKH.L) and N4 Pharma PLC (N4P.L). Larratt talks to Tip TV’s Zak Mir.
RockhopperExplorationPLC, #N4PharmaPLC, #stocks, #equities, #macro, #fundamentals, #UK, #trading, #investing
Independent Market Analyst Matt Brown and Tip TV Presenter Zak Mir take note of the sell-off in oil prices and discuss the bearish Point & figure chart by Investors Intelligence, which suggests the prices could extend losses further to $41/barrel.
Key points
Non-farm payrolls - Watch out for the revisions to the prior number. The unemployment rate would be important as well.
Trump’s first legislative victory - House passes legislation to repeal and replace ObamaCare. Brown says this is a small victory for Trump.
Watch the full segment for more info on - trade of the day: Sell AstraZeneca, Oanda forex market sentiment and Broker Recommendation.
Oil, #commodities, #energies, #trading, #markets, #macro, #investing, #fundamentals, #currencies, #forex, #equities, #stocks, #UK, #US
Today’s Trade.com segment is primarily centred on the four major central banks - Fed, BOC, BOE and ECB.
Marc Ostwald, Strategist at ADMISI and Bill Hubard, Chief Economist at Trade.com discuss -
The US economy
Next move in the Fed interest rates
The Bank of Canada policy outlook and the sell-off in the Canadian dollar
Solid Eurozone growth and a potential shock - ECB becomes the first central bank to follow the Fed as opposed to BOC and BOE
BOC policy outlook: will lag the Fed by at least 125 basis points, seen moving rates not before mid-2018
Friday’s non-farm payrolls preview
markets, #trading, #centralbanks, #ECB, #Fed, #interestrates, #macro, #fundamentals, #investing, #US, #Eurozone, #Europe, #UK, #Canada, #forex, #currencies
James Hughes, Chief Market Analyst at GKFX says the Fed is likely to walk the talk this year, i.e. the Fed will raise rates three times in 2016 (two more rate hikes) as promised in December.
He says this is evident from the fact that Fed talked down the Q1 weakness in the economy and intends to raise rates as long as the financial markets are stable. “It’s all about keeping the markets stable... Maintaining the stability”, adds Hughes.
Listen to the full segment for more info on-
Gold forecast: The geopolitical risk premium has evaporated... The metal looks set to extend losses on a slightly hawkish Fed
WTI Oil - Will it break below the key technical level of $47/barrel.
Fed#central banks#interest rate#technicals#fundamentals#macro#US#markets#investing#trading
Listen to Alessio Rastani from LeadingTrader.com and Presenter Zak Mir discuss the possible reasons for a spike in the Fed June rate hike bets and what it means for the market.
Rastani talks about potential for a rebound in gold from the key rising trend line support.
Check out the full segment for Elliot Wave analysis of S&P 500 and Twitter stock.
Key quotes
S&P 500 could continue to rally if we get two consecutive closes above 2420
US dollar is at the make or break level, at an inflection point. Rastani is bullish on the US dollar
Looking to short GBP/USD in the range of 1.307-1.3141
gold#Fed#interest rate#central banks#commodities#precious metals#markets#trading#investing#macro#fundamentals#forex#currencies#stocks#equities#indices
In the latest edition of Tip TV Education segment, Dr. Corvin Codirla, Founder and Partner of CCFX talks about the Do's and Don’ts of trading the events like elections and data releases like non-farm payrolls release.
US non-farm payrolls release will be released this Friday followed by the final round of the French elections on Sunday. Don’t forget… we have the Fed rate decision today and the UK general election on June 8. So there is plenty of event risk ahead.
Listen to the full segment to know-
The risk involved in betting on the French election outcome
What would happen to EUR/USD if Le Pen comes out victorious?
Will EUR/USD extend the rally if Macron wins the second round?
markets#trading#education#elections#non-farm payrolls#UK#France#US#investing#fundamentals#technicals#macro
Steven Woodcock, Head of Risk Management at Terra FX tells Tip TV that the GBP/USD pair or Cable is heading towards sell areas. Woodcock cites potential for a rally to 1.30, but believes further gains towards 1.32 are likely to be met with fresh offers.
Listen to the full segment for more info on-
The next move in the EUR/USD following the 18-month long sideways actions
USD/CAD and Oil market
USD/JPY - Woodcock is a USD bull and expects further gains
forex#currencies#trading#fundamentals#technicals#GBP/USD#Cable#EUR/USD#USD/CAD#USD/JPY#markets
Will the Fed the policy statement drill down into details about when and how it intends to reduce their large holdings of mortgage and Treasury securities? Will the Fed acknowledge the recent downturn in the economy and shut the door on a June rate hike?
Craig Erlam, Senior Market Analyst at Oanda believes the first quarter is usually the weakest in the US and the economy is likely to see a rebound in the coming days.
Listen to the full segment to know-
How the US dollar would react if the Fed talks about a June rate hike and/or balance sheet reduction?
Is Bitcoin the new gold?
Fed#central banks#interest rate#markets#macro#trading#fundamentals#investing#forex, currencies, USD
Listen to Independent Market Analyst Matt Brown and Presenter Zak Mir discuss the third annual decline in the British supermarket Sainsbury’s profits. Check out the full segment to know if it’s the hyper competitive market or cost price pressures or the combination of both that is hurting Sainsbury.
Also discussed in the segment is Oanda forex market sentiment, economic data calendar, Coe report, trade of the day and broker recommendations.
Sainsbury#supermarket#UK#stocks#equities#earnings#profit#fundamentals#forex#currencies#commodities#trading#investing#market
Kallum Pickering, Senior UK Economist at Berenberg talks to Tip TV about the effect of a potential Conservative party victory on the Brexit negotiations, French revival and the resulting boost for the EU and UK economy and the factors responsible for the strong UK manufacturing PMI data released today. Pickering talks to Tip TV Presenter Matt Brown.
Key points
Conservative win would be a non-event
If the Conservatives raise their seat share, the average MP would be a pro-Brexiteer
Macron is a reformer, but he needs to have both left and right behind him
French revival (reforms by Macron) would be a welcome addition to aggregate demand and help boost UK exports
Strong UK PMI mainly due to a sharp rise in the overseas demand (export order growth)
The UK economy is set to re-balance overseas demand to take over from the domestic demand
France, #UK, #EU, #Europe, #economy, #macro, #fundamentals, #trading, #investing
Rumours were doing the rounds back in March that ExxonMobil is eyeing the takeover of BP.
One may think that with the end of the Deep Water Horizon $40 billion nightmare, BP would be a soft takeover target. David Buik, Senior Market Commentator refers to the idea of BP take over as the “Bridge gone too far”.
Buik talks about BP’s return to profit, French elections and tough task ahead for PM May.
Listen to the full segment for more info on why BP is still not a soft takeover target even for the likes of ExxonMobil.
ExxonMobil, #BP, #stocks, #equities, #trading, #investing, #fundamentals, #macro, #US, #UK, #Europe, #EU
Ronnie Chopra, Market Strategist, TJM Partners says there is stopping the Dow, but wonders whether Trump would be able to push through his tax plan as his recent record is anything but encouraging. Chopra talks to Tip TV Presenter Zak Mir.
Listen to Chopra talk about potential Le Pen victory and the risk-off in the markets, rising geopolitical tensions and return of “sell in May and go away” trade.
The segment concludes with Chopra’s detailed analysis of Indian political and economic situation.
Trump, #taxation, #fiscalpolicy, #markets, #trading, #equities, #macro, #fundamentals, #US, #investing
Dr. Dougie Youngson, Research Director, Oil & Gas at FinnCap, talks to Tip TV Presenter Matt Brown about the fundamentals of Nautilus Marine Services and the oil market.
Youngson says the projects that had gone on the back burner have come online, courtesy of the recovery in oil prices and that is positive for the service provider.
Asked how he sees the OPEC and oil market performing the months ahead, he said, “Saudi is likely to cut output and bid up prices of its own stock - Aramco IPO.”
FinnCap, #NautilusMarineServices, #UK, #stocks, #equities, #investing, #trading
“We have got a lot of infighting and poking across the globe, which is just sort of maintaining the boredom trade - which is just the market grinding higher. Thus, caution is the word of the week - word of the month”, Tim Harrison, Head of Wealth Management at Linear Investments tells Tip TV.
Listen to the full segment for more info on-
Factors that pushed BP back into profit
BP is a good macro, long-term play
Stocks to watch out for this week: Rolls Royce and Next
Brexit battle between UK and EU
Resilience in the market despite Trump’s failure to get anything done
markets, #trading, #equities, #stocks, #outlook, #investing, #UK, #US, #EU, #Europe, #fundamentals, #earnings, #macro
Listen to Independent Market Analyst Matt Brown and Presenter Zak Mir discuss Trump’s plans to break up Wall Street banks and BP’s earnings beat on the back of the higher oil prices and increased production.
Listen to the full segment for more info on - macro data/events that could move markets this week, Broker Recommendations, Trade idea- Buy Indivior, Oanda Forex Market Sentiment chart.
Trump, #banks, #US, #BP, #stocks, #equities, #UK, #fundamentals, #macro, #trading, #investing, #markets, #technicals, #US
Listen to Steve Larratt, Share Research Business Analyst at Share Talk, discuss the outlook for Eco (Atlantic) Oil & Gas, Venture Life and Petronet. Larratt talks to Tip TV Presenter Zak Mir.
EcoOil&Gas, #VentureLife, #Petronet, #ShareTalk, #equities, #stocks, #fundamentals, #macro, #trading, #investing
Market Analyst Matt Brown and Presenter Zak Mir discuss the turnaround in the UK banks. Lloyds Bank and Barclays both doubled underlying profits. The panel wonders whether turnaround in the fortunes is good for customers.
Brown believes US preliminary GDP could move markets, but warns the strong earnings could overshadow the economic data release.
Listen to the full segment for more info on-
Is the UK economy back to square one?
Outlook for S&P 500 and Gold
UK, #banks, #markets, #stocks, #equities, #forex, #currencies, #commodities, #trading #investing, #fundamentals, macro
Lloyds Bank and Barclays report doubled profits in the first quarter. There is consensus in the market that RBS is heading in the right direction. What’s behind the turnaround in the UK banks? Is the surge in profits for real and sustainable?
Is the turnaround due to the fact that banks are focusing more on the normal course of business?
Watch Roy Kaitcer, Investment Manager at Redmayne Bentley address the most pressing questions related to UK banks. Kaitcer says investors should look to HSBC and Lloyds Bank as favored yield plays for the future.
Listen to the full segment for more info on:
What’s driving the Pound higher & the impact of Pound rally on retailers and FTSE 100
UK, #banks, #stocks, #equities, #HSBC, #LloydsBank, #trading, #markets, #technicals, #fundamentals, #macro, #investing
With equity markets back to near record high levels across the globe, one may be tempted to question the sustainability of the rally.
However, there is little reason to fear as…. “There is plenty of cash waiting on the sidelines”, says Ben Kumar, Investment Manager at 7IM.
Watch the full segment as Kumar details how equity markets wobble, but don’t implode on political risks and that creates an opportunity for dip buying. The segment concludes with the discussion on the UK banks.
markets, #trading, #equities, #stocks, #indices, #US, #Europe, #UK, #banks, #fundamentals, #macro, #investing
The main story of the UK corporate world today is - Lloyds Bank profit doubled up in the first three months of the year.
This is indeed great news! However, it appears from the taxpayer point of view, the UK government may have missed the bus. The bank is witnessing a turnaround in fortunes and the share price is on the rise, but the government stake in Lloyds now stands below 2%.
Listen to Rhodri Phillips, City Editor at talk about Lloyds results and the government’s decision to return the lender to the private sector. Also discussed is the outlook for RBS, AstraZeneca.
LloydsBank, #RBS, #banks, #UK, #markets, #equities, #earnings, #stocks, #trading, #investing, #fundamentals, #macro
James Hughes, Chief Market Analyst at GKFX discusses the potential rally in the EUR / USD pair to 1.10 levels if Macron comes out victorious in the second round. 1.10 is on the horizon”, says Hughes.
“Watered down version of Trump’s tax plan would rattle markets”, he adds.
Listen to the full segment for more info on-
The equidistant channel (technical setup) on the EUR/USD chart and key levels to watch out for
Geopolitical risks and the outlook for Gold
EUR/USD, #forex, #currencies, #France, #Macron, #politics, #elections, #fundamentals, #technicals, #gold, #commodities, #preciousmetals, #markets, #trading, #investing
Marc Ostwald, Strategist at ADMISI says the central banks are way behind the curve and the June Fed rate hike is on the cards.
The ECB rate decision is due today. The speculation has gathered pace that Macron rally has paved way for the ECB Taper. Ostwald believes the ECB will refrain from prejudging the results of the second round of the French elections and would reiterate its ultra easy stance; given the core inflation remains low.
Watch the full segment for more info on-
Recent rally in the EUR Trump tax plan - why markets are disappointed
centralbanks, #interestrate, #monetarypolicy, #trading, #US, #Fed, #ECB, #macro, #fundamentals, #investing, #markets, #equities, #stocks, #forex, #currencies
Juan Colon, Co-Founder of Darwinex talks to Tip TV’s Matt Brown about the company’s business model, which is unique in a sense that it protects the intellectual property of traders as well as ensures optimum risk management to protect investors.
Being a trader’s exchange, Darwinex Mantra is to let investors buy traders, but at the same time ensure the strategy remains a secret.
Listen for more info on:
Risk management system
Profit sharing program for traders
Darwinex as agency broker
Darwinex, #socialtrading, #markets, #trading
Shaun Richards from Not A Yes Man Economics joins Tip TV’s Zak Mir and BGC Partners Strategist, Mike Ingram, for a discussion on UK’s dysfunctional housing market, potential bubble burst, the impact on the UK economy and the BOE response.
“If the housing prices start falling at a faster rate, BOE’s Haldane and Vlieghe would be the first to vote for a rate cut”, says Richards.
Listen to the full segment for more info on-
Drop in the property prices in central London
BOE’s intervention in the mortgage rates
Why believing that housing prices will never fall is a bad idea
UK, #economy, #macro, #fundamentals, #housing, #BOE, #centralbanks, #interestrate, #investing
Craig Erlam, Senior Market Analyst at Oanda sees a potential for big losses in the EUR/GBP pair once the crucial support at 0.83 is breached.
Erlam is bullish on Cable, but does not rule out a short-term pull back to 1.26 . Also discussed is the outlook for EUR/JPY. The segment is hosted by Tip TV Presenter Zak Mir and BGC Partners Strategist Mike Ingram.
Listen to the full segment for more info on the large head and shoulders pattern on EUR/GBP.
forex, #currencies, #trading, #markets, #fundamentals, #macro, #technicals, #EUR/GBP, #EUR/JPY, #GBP/USD
UK Consumer spending in March as represented by the Retail Sales dropped the most since 2011. Mike Ingram, Strategist at BGC Partner says, it is the sharp spike in the retail price inflation to five year high and flat wage growth that is hurting the UK consumer.
Ingram says, “There is plenty of inflation in the pipeline" So no surprises if we see a sequential drop in the retail sales.
Listen to the full segment to know if Trump’s tax cuts would boost the economic growth or merely benefit the top 5% of the US economy.
UK, #economy, #consumerspending, #retailsales, #inflation, #indicator, #fundamentals, #macro, #trading, #equities, #stocks, #macro, #forex, #currencies
Mike Van Dulken, Head of Research explains the upside reassertion in the FTSE 100, the outlook for Lloyds Bank and EUR/USD pair. He is joined by Tip TV Presenter Zak Mir and CEO of Brand Communications Alan Green.
The point to be noted - Dulken talks about Macron being an independent candidate risks falling short of expectations after becoming President if he fails to secure a parliamentary majority.
FTSE100, #indices, #equities, #stocks, #UK, #GBP/USD, #markets, #forex, #currencies, #trading, #technicals, #fundamentals, #investing, #macro
Phil Thomas, Director of London South East (LSE) talks about the Monday’s Macron rally in the European stocks and goes on to discuss the most chatted, most discussed and top sequential risers on the LSE website. The list includes names like Ascent Resources (AST), Sirius Minerals (SXX) and Big Yellow Group (BYG).
LSE, #stocks, #equities, #markets, #UK, #AscentResources, #SiriusMinerals, #BigYellowGroup, #macro, #fundamentals
James Butterfill, Head of Research & Investment Strategy at ETF Securities, talks about the merits of trading the markets via Exchange Trade Funds (ETFs) and Exchange Traded Products (ETPs), ETF flows pointing to Trump Slump i.e. unwinding of the Trump bump trades due to markets losing confidence in Trump’s ability to deliver tax reforms.
Key points
Noticed inflows into Long EUR positions against the USD
Trump’s failure to get through Border Tax Adjustments means less scope for tax cuts
Listen to the full segment to know what ETFs and ETPs are and how investors can use those to access the markets.
ETF, #ETP, #markets, #trading, #equities, #indices, #stocks, #forex, #currencies, #investing, #Trump, #US, #UK, #macro, fundamentals
Alan Green, CEO of Brand Communications talks to Tip TV Presenter Zak Mir about Macro rally, Goldman Sachs' bearish view on gold, Trump tax reforms and presents his outlook on Andalas Energy & Power (ADL), Defenx (DFX).
Listen the full segment for more info on if gold will drop to $1200 over the next three months as expected by Goldman Sachs
markets, #trading, #equities, #stocks, #AndalasEnergy&Power, #Defenx, #UK, #fundamentals, #macro, #technicals, #fundamentals, #commodities, #precious #metals, #forex, #currencies
Ben Harrington, Business Journalist and Editor of Betaville website, talks about Jimmy Choo looking for buyers as part of a strategic review.
The move was backed by the company's independent directors and JAB Luxury, its major shareholder.
Harrington also sheds light on the 21st Century Fox's takeover of Sky and other pending deals.
Betaville, #M&A, #business, #UK, #US, #Europe, #economy, #macro
Tony Cross, Market Analyst at toptradr says the relief rally is due to markets assuming Le Pen will not win the second round of the French elections scheduled on May 7… and “that is quite logical”.
Also in the offing is the discussion on the top traders of the last week and prop desk’s best trades.
markets, #trading, #toptradr, #equities, #forex, #currencies, #indices, #LePen, #France, #elections, #technicals, #fundamentals
Don’t get too excited by the spike in the stocks is the message that comes through after watching this segment.
Panmure Gordon Senior Market Commentator David Buik says, “this is a relief rally, devoid of any logic - it’s a great relief for an old pensioner, but I know it's not going to last”.
Buik also squashes argument that Macron would deliver sweeping reforms/changes and call is ludicrous. “France does not like change of any shape, size or description”, he adds.
Listen to the full segment to hear Buik’s take on Trump’s tax overhaul plans, and what one can expect from the ECB and the BOJ this week.
equities, #stocks, #markets, #trading, #investing, #fundamentals, #macro, #economy, #France, #UK, #politics, #US
Seldom do we get to see fundamental and technical experts agree on the market. This is one such occasion where technical factors and fundamental factors point to oil market weakness ahead.
Tip TV Presenter Zak Mir takes note of the key trend line resistance and bullish exhaustion on the charts before asking Gaurav Sharma, Business Editor and Oil Analyst at IB Times, about the fundamental picture.
Sharma says it is widely believed that if the OPEC takes out one barrel, it indirectly subsidises one shale barrel and this psyche is hurting the oil markets.
Listen to the full segment for more info on - upcoming OPEC meeting and potential price action in the near-term.
WTI, #Brent, #oil, #commodities, #energies, #trading, #macro, #fundamentals, #technicals, #OPEC, #non-OPEC
Macron and Le Pen are heading to runoff with the latest polls showing Macron in the lead with 62% support. What does it mean for the EUR pairs and markets in general?
The EUR pairs have rallied this Monday morning. Jeremy Stretch, Head of G-10 FX at CIBC says Macron-Le Pen outcome provides scope for Draghi and Co to focus more on the underlying fundamentals. Does it mean the ECB will bring forward the Taper and talk up rate hike bets?
If so, is the EUR poised for a sharp rally? Stretch says it is still too early to say so as Macron victory does not guarantee reforms as he still needs to secure a parliamentary majority.
Find answers to your most pressing questions related to French elections and the FX markets, UK general election and the next move in the British Pound.
forex, #currencies, #trading, #markets, #EUR, #GBP, #fundamentals, #macro, #politics
UK PM Theresa May surprised us all last week as she called for a snap election to be held on June 8.
Joe Twyman, Head of Political and Social Research at YouGov says the latest poll shows voters continue to back Theresa May and the labour party could be in for one of its worst performances in recent history.
Listen to the full segment for more info on-
May’s real reason for calling an election Potential for surprise/shock UKIP and labour strategy - can both parties gain ground in 6 weeks?
The Footsie has jumped 128 points this Monday morning on French election relief. The FTSE 250 has hit a record high along with German stocks. Looks like the bulls are back in the game, doesn't it?
Clem Chambers, Founder and Director of ADVFN says “the bear market is still intact”. Chambers talks about the low odds of Le Pen victory in the round two of French elections and explains his take on the UK elections scheduled on June 8.
Listen to the full segment for more info on-
Chambers’ equity market model, which helps identify bull/bear trends
Is the risk-on rally here to stay?
markets, #trading, #equities, #stocks, #bear, #bull, #stocks, #investing, #economy, #fundamentals, #UK, #elections, #UK
Pro-European Emmanuel Macron is set to face far-right candidate Marine Le Pen in France's presidential run-off. The latest poll shows Mr. Macron is set to beat Ms Le Pen by 62 percent to 38 percent.
Will Le Pen be able to gather momentum ahead of the second round on May 7? Independent Market Analyst Matt Brown believes the odds of Le Pen are low… very, very low. Fillon supporters are seen voting for Macron and that would further hurt Le Pen’s odds, says Brown.
Presenter Zak Mir and Brown also discuss UK banks, Trump tax overhaul, Oanda Forex market sentiment chart, technical view on Russell 2000 and Gold and trade of the day.
markets, #trading, #equities, #stocks, #investing, #macro, #fundamentals, #technicals, #LePen, #France, #elections, #politics, #finance, #forex, #currencies, #commodities
In the latest edition of PIs at Large, Tim Price, Director at Price Value Portfolio & Paul Rodriguez from Think Trading talk about Brexit being more damaging to the Eurozone than to the UK economy, a potential top in the S&P 500, high probability of the EU breakup and the factors that make Japanese markets attractive.
There is consensus in the market that that Brexit is bad for the Eurozone. If so, why is the Pound the most hated currency? What’s behind the resilience in the EUR?
Is S&P500 set to witness a final leg higher before crashing? Will Marine Le Pen’s victory lead to EU breakup? - Listen to the full segment for answers to these pressing questions.
Brexit, #Eurozone, #EU, #France, #markets, #trading, #investing, #macro, #politics, #fundamentals, #UK
Rod McIllree, managing director of Bluejay Mining talks about Pituffik, which is the purest titanium project in Greenland, the benefits of operating in Greenland and company’s diversified business - copper project, nickel-copper project.
The company was formerly known as a FinnAust Mining Plc and changed its name to Bluejay Mining Plc in March 2017. The company was incorporated in 2005 and is based in London, the United Kingdom.
BluejayMining, #Titanium, #Pituffik, #Greenland, #UK, #stocks, #investing
Simon Popple, Editor of Gold Speculator talks about the factors that would be responsible for a major rally in gold and explains why the shares of the gold mining companies could beat the surge in gold prices.
Popple presents an interesting math calculation, which says that a rise in gold prices results in almost a 4 times rise in the profitability of a gold miner. Watch the full segment for more info on how to beat the upcoming surge in gold.
gold, #commodities, #preciousmetals, #trading, #miners
Marc Ostwald, Strategist at ADMISI says the horrible UK retail sales number reported today is enough reason for the BOE to squash rate hike talk.
Ostwald sees oil remaining range bound and calls USD/JPY a tricky pair to trade.
Presenter Zak Mir and Ostwald also discuss French elections, Oanda forex market sentiment chart and technical view on S&P 500.
markets, #trading, #investing, #macro, #fundamentals, #equities, #stocks, #forex, #currencies, #BankofEngland, #BOE, #UK, #centralbanks, #interestrate, #ratehike, #elections, #France
Voters will go to the polls on Sunday for the first round of the French presidential elections. Out of 11 candidates the only four could be considered as contenders - Emmanuel Macron - an independent centrist, Marine Le Pen - anti-EU, anti-immigration candidate, François Fillon, a conservative from the centre-right Republican party, Jean-Luc Mélenchon, a hard-left candidate, anti-EU, anti-immigration.
Polls put Macron in the lead, followed by Le Pen… but history shows polls could go horribly wrong.
Who would head to the round 2 of the French elections on May 7? What if Le Pen and Melenchon come out victorious in the first round? Will the EUR pairs and European stocks take a hit? Is there a scenario in which the European stocks could go to the moon?
Listen to Ben Kumar, Investment manager at 7IM, discuss possible outcomes of the French elections this Sunday and the impact it could have on the financial markets. He is joined by Presenter Zak Mir.
The panel also talks about UK snap election and the action in the Pound.
France, #elections, #markets, #trading, #equities, #stocks, #currencies, #forex, #investing, #macro, #fundamentals, #Europe, #investing
Despite geopolitical tensions and retreat in the bond yields, the yellow metal has dropped from $1196 to $1180.
Watch James Hughes, Chief Market Analyst at GKFX discuss the factors that could be keeping the metal under pressure and the next move in gold. Presenter Zak Mir also puts forward questions on oil market, May’s election call and the action in the FTSE 100 and GBP/USD.
markets, #trading, #gold, #commodities, #preciousmetals, #Fundamentals, #macro, #investing, #GBP/USD, #FTSE100, #forex, #currencies, #indices
Alessio Rastani from LeadingTrader.com discusses Elliot Wave count on the S&P 500 index, 20-year treasuries outlook for Twitter and the sharp rise in the Pound on PM May’s snap election call.
Rastani says the wave 4 on the S&P 500 index could come to an end in the next week or so. He prefers to buy the pullback in S&P 500 to 2300-2280 for an upside target of 2400.
Listen to the full segment for more info on-
Bullish outlook for 20-year treasuries
The key level to watch out for on Twitter chart
Technical set up on Soybean chart &
Bearish trade on Dow from Investors Intelligence
#S&P500, #indices, #trading, #equities, #technicals, #investing, #macro, #US, #UK, #stocks, #Twitter, #Soybean, #commodities, #forex, #currencies
Simon French, Chief Economist at Panmure Gordon, sees GBP/USD trading in the range of 1.20 to 1.30 over the Brexit negotiation period as gains due to strong order book are likely to be countered by Brexit uncertainty.
Listen to the full segment as French takes a detailed look at UK elections and key takeaways from IMF’s bullish forecast on the UK economy.
Cable, #GBP/USD, #Pound, #forex, #currencies, #trading, #fundamentals, #macro, #economy, #UK, #Brexit, #investing
David Buik, Senior Market Commentator at Panmure Gordon talks to Tip TV Presenter Zak Mir about PM May’s decision to go for a snap election, the resulting sell-off in FTSE 100 and rally in the Pound. David also shares his view on the French election.
Buik isn’t surprised by the drop in the FTSE as he believes the mining-heavy index is fully valued. He adds, “The record high on the FTSE 250 indicates the UK is ready to do business”.
When it comes to the French election, Buik belongs to a minority who believe Le Pen could come out victorious.
Listen to the full segment for more info on whether the EU could actually break-up well before the conclusion of the Brexit negotiations.
FTSE100, #FTSE250, #indices, #UK, #equities, #trading, #Pound, #GBP, #GBP/USD, #currencies, #markets, #macro, #fundamentals, #France, #EU, #LePen, #elections, #investing, #trading
Scott Grant from London South East talks about the most traded, most discussed stocks on the LSE Website.
Listen to the full segment for more info on-
What drove the BNN Technology (DJI) share price down by 11%
Latest news/developments related to Telford Homes (TEF) and Howden Joinery (HWDN)
markets, #trading, #equities, #stocks, #LSE, #UK, #macro, #fundamentals, #investing, #BNNTechnology, #TelfordHomes, #HowdenJoinery
Clive Lambert, Director of FuturesTechs says gold is likely to hold the support around $1278/$1283 and extend the rally to $1320/$1340 levels. Lambert dissects the price action and presents his outlook on other major markets - FTSE100, GBP/USD, EUR/GBP.
Listen to the full segment for more info on - the potential upside in GBP/USD.
gold, #commodities, #preciousmetals, #USD, #trading, #FTSE100, #GBP/USD, #EUR/GBP, #indices, #technicals, #majors, #markets
Jane Foley, FX Strategist at Rabobank attributes the sharp rally in the British Pound seen on Tuesday to short covering and weak USD story. Foley says the market is still very short on Sterling and the other factors like the weakness in the US dollar due to weak US CPI data released on Friday and delay in tax reforms is also fuelling the GBP rally.
Listen the full segment to hear Foley’s take on snap elections in the UK and complacency in the EUR market ahead of Sunday’s French elections.
forex, #currencies, #markets, #economy, #macro, #fundamentals, #politics, #trading, #investing, #technicals, #GBP, #USD, #EUR
Cable rallied more than 2% to a six-month high of 1.2904 on Tuesday after UK PM May surprised markets by calling for snap elections on June 8. Watch the segment to know if the rally was fueled by short covering or fresh demand for the British Pound.
Independent Market Strategist Matt Brown and Tip TV Presenter Zak Mir discuss the rally in the Pound, Goldman’s decision to close dollar long call and French elections.
Also in the offing is Oanda FX sentiment, Tip TV trade of the day - Sell Weir Group.
markets, #trading, #equities, #forex, #Pound, #currencies, #UK, #US, #fundamentals, #macro, #investing
Alistair McQueen, Head of Savings and Retirement at Aviva, talks about the need to start saving for the private pensions and what makes the private pensions attractive to the Millennials. He talks to Tip TV's Matt Brown.
Listen to the full segment for more info on:
Benefits of saving for private pensions
How Aviva is engaging with the Millenials
Aviva, #Pension, #UK, #savings
Parm Gill, a Darwinex user, also known as a Darwin Rug, talks to Tip TV’s Matt Brown about the USP of Darwinex - it protects trader’s intellectual property as opposed to on the social platforms where you are giving you strategy away for free.
Gill adds, “Darwinex pays a 20% performance fee provided a trader has an edge in the market”.
Listen to the full segment for more info on:
The advantages of being a trader and/or an investor at Darwinex
Darwinex as a trader’s exchange
Darwinex, #trading, #markets, #investing
Phillip Reid, Chairman of Britannia's Gold talks to Tip TV’s Matt Brown about the company’s quest to retrieve Britain’s lost gold - £4.5 billion worth of British gold trapped in merchant ships torpedoed by Nazis.
Reid says the first salvage operation is to begin in the end of June.
Listen to the full segment for more info on the company’s business model and how it intends to share/distribute the retrieved gold
BritanniaGold, #gold, #salvageoperation, #UK
Dollar-Yen pair fell below the key psychological support level of 110.00 on Tuesday and extended losses to a 5-month low of 109.34. So the 50% of the Trump Trade gains have been erased.
Bill Hubard, Chief Economist at Trade.com, talks to Mike Ingram, Strategist at BGC Partners, about the level in the USD/JPY which would force the BOJ into action. Ingram says, the drop in the USD/JPY pair represents high geopolitical risks and prospects of low growth.
Listen to the full segment for more info on-
Potential geopolitical risks ahead
French election risk
Fed’s dot plot, will the next rate hike happen in June?
The next move in the Dollar Index
What’s the FX option market is betting on - We don’t want to be holding EUR, but definitely wanting to hold Yen.
markets, #trading, #investing, #forex, #currencies, #majors, #USD/JPY, #options, #EUR/USD, #GBP/USD, #DollarIndex, #macro, #fundamentals
Charlie Morris, Head of Multi-Asset Strategy at Newscape Capital Group, says Gold is currently trading at its fair value and may extend the recent rally if the geopolitical situation worsens. The factor that may work against gold is the retreat in the US inflation expectations, says Morris.
Listen to the full segment for more info on-
Trump's tax cut plans and whether repatriation of the money held outside US will lead to a strong USD and higher inflation?
Bitcoin vs. Gold. Is Bitcoin a new safe haven asset?
Gold, #preciousmetals, #commodities, #trading, #markets, #fundamentals, #macro, #Bitcoin, #virtualcurrency
Mike Ingram, Strategist at BGC Partners, talks about the new twist in the two-round election - Jean-Luc Melenchon, a far-left candidate who for most of the campaign has been dismissed as a distant no-hoper, but now has surged into the top four.
Also discussed is - Barclays whistle blower scandal, Tesco results.
Listen to the full segment to know-
What the drop in the one-month 25 delta risk reversal in EUR/JPY means for the common currency and FX markets? The trade of the day - Sell Standard Chartered The Coe report - Technical view on S&P500, Crude Oil & Gold Broker Recommendations
France, #EUR, #EUR/USD, #EUR/JPY, #forex, #currencies, #trading, #elections, #macro, #fundamentals, #commodities, #currencies, #markets, #technicals, #UK, #US
Equity markets have remained remarkably resilient following US air strike on Syria. The situation could especially get ugly when it comes to dealing with North Korea. However, the calm in the markets is eerie. This makes us wonder whether the equities are the new safe haven asset.
David Buik, Senior Market Commentator at Panmure Gordon talks to Presenter Zak Mir about the US-Syria issue, limited scope of Russian response and the real threat - North Korea.
Listen to the full segment for Buik’s take on the Trump-Xi meeting, geopolitical risks and the behavior of the financial markets.
equities#safe haven#UK#trading#investing#US#Syria#Russia# China# geopolitics#markets#macro#fundamentals
Dennis De Jong, Managing Director of UFX, talks about inflation being on an upward trajectory in the UK, the eerie calm in the financial markets despite geopolitical tensions and the risk-off scenario - Le Pen victory in French elections. Dennis De Jong talks to Tip TV’s Matt Brown.
Listen to the full segment for more info on the factors that could push UK inflation higher in the near future.
#UK, #inflation, #economy, #indicator, #macro, #France, #elections, #markets, #trading, #investing, #forex, #currencies
Independent Market Analyst Matt Brown and Presenter Zak Mir discuss the drop in the UK retail sales as is shown by BRC data released earlier today. The FT headline says “consumers cut non-food spending as inflation bites”.
Listen to the full segment for more info on major market moving news across the globe.
UK, #retailsales, #inflation, #indicator, #economy, #macro, #investing, #markets, #trading
Alan Green, CEO of Brand Communications and Tip TV’s Zak Mir discuss Fed’s change of focus to holding growth gains and keeping ‘neutral’ monetary policy. Green also discusses the outlook for Feedback PLC (FDBK.L), Advanced Oncotherapy (AVO.L), Cadence Minerals (KDNC.L).
Yellen, #Fed, #centralbanks, #interestrates, #stocks, #equities, #trading, #fundamentals, #macro, #UK
Ben Harrington, Freelance Business Journalist and Editor at Betaville Blog, talks to Tip TV’s Matt Brown about the major developments in the M&A world over the weekend and ‘unsubstantiated’ rumors.
Harrington discusses-
Whitsworth, one of Britain’s oldest food firms, has been put up for sale
Potential Bid alert - Hong Kong billionaire Samuel Tak Lee has built a stake of close to 20% in Shaftesbury
Tesco-Booker update
Grapevine: Private equity sniffing around TT Electronics, Tullow Oil selling North sea pipeline to Independent Oil gas
Bid speculation around US listed internet tech company Wicks
Merger & Acquisitions#M&A#business#investing#stocks#equities# macro#fundamentals#UK#Shaftesbury#China
Clem Chambers, Founder and Director of ADVFN, talks about the most important news in the last five years - Fed could begin the process of normalizing its balance sheet this year.
Chambers calls it as ‘reverse QE’ and explains how it could drag the equity markets lower. The segment is hosted by Tip TV Presenter Zak Mir.
Listen to full segment - Chambers explains why the mainstream media isn’t focusing on the Fed balance sheet news.
Fed#QE#central banks#monetary policy#markets#trading#equities#stocks#US#UK#technicals, fundamentals, macro
Gaurav Sharma, Editor at IB Times talks about the sharp recovery in oil prices and factors that are driving the oil prices higher despite signs of increasing US output. Listen to the full segment for more info on -
Geopolitical tensions and the impact on oil - Will tensions in the Middle East alone push oil prices significantly higher?
Would Shale producers respond to higher prices by pumping more oil?
What to technical charts say?
OPEC meeting and possibility of the cartel extending the output cut deal
markets#trading#oil#commodities#energies#OPEC#WTI#Brent#fundamentals#technicals#USD
Independent Market Analyst Matt Brown and Presenter Zak Mir take note of the relative calm in the market as shown by the weakness in gold and uptick in the US stock markets on Friday. Brown says “Not much fear is priced into market… as investors believe this one (Syrian issue) will be put to bed soon.
The main event for the day is Yellen speech… Also discussed is the technical view on the Russell 2000 by the Coe Report, Trade of the day - Sell Anglo American, most popular in business/finance, Oanda forex market sentiment, Comments from Nicole Elliott and Broker Recommendations.
markets#trading#US#Syria#Yellen#equities#stocks#macro#fundamentals#investing#forex#currencies#Commodities
Tony cross, Market Analyst at toptradr says clients did show a lot of interest in gold and oil last week, courtesy of US air strike on Syria. The French election poll has put focus on the EUR/USD pair this Monday morning, adds Cross.
He talks about Good trade and Down trader of the last week and discusses prop desk's positions - Long USD/CHF, Short EUR/USD and the S&P 500 short.
Listen to the full segment for more info on the S&P 500 short trades.
gold#oil#trading#markets#commodities#precious metals#energies#S&P500#indices#equities#forex#currencies#technicals#fundamentals#macro
Peter Watson from Watson’s W.I.F.I joins Tip TV’s Zak Mir and Presenter Jenny Hammond to discuss major macroeconomic and corporate news flow that is of particular importance to investors/traders.
ECB President Draghi tops the list after squashing rate hike talk. Other major news include-
Unilever restructures after a failed Kraft bid to shore up investor support
Ford to make electric cars in China amid the green drive
Draghi, #ECB, #monetarypolicy, #interestrate, #markets, #business, #economy, #UK, #US
Steve Larratt, Share Research Business Analyst at Share Talk talks about the upside potential in Empyrean Energy (EME) and Highland Natural Resources (HNR). The segment is hosted by Tip TV’s Zak Mir and Presenter Jenny Hammond.
EmpyreanEnergy, #HighlandNaturalResources(HNR), #equities, #stocks, #markets, #fundamentals, #macro, #UK, #Oil&Gas
Matthew Yeates from 7IM feels the attack on Syria is Trump’s first real achievement as the President, although it may not boost the Trump trade, given the uncertainty surrounding the Trump’s ability to deliver on tax front could result in Capex cuts and weakness in the markets.
Yeates says the US economy was already on a strong footing in the run up to the US elections and Trump’s victory was an ‘icing on the cake’.
Listen to the full segment for more info on US-Russia tensions and its potential impact on the market sentiment.
Trump, #US, #Syria, #markets, #trading, #investing, #macro, #fundamentals, #geopolitics
“Syria situation was serious, Trump had to act”, says Presenter Zak Mir and adds, “Obama’s lack of action in 2012 and on many other things is the reason why Trump came-in”. Mir is joined by Presenter Jenny Hammond.
Also discussed is the news flow out of Trump-Xi meeting and UK corporate news - BP cut CEO package after shareholder backlash.
Listen to the full segment for more info on the ‘trade of the day - Sell Shire PLC’ and Broker Recommendations.
Syria, #US, #Trump, #markets, #trading, #investing, #stocks, #equities, #technicals, #fundamentals, #forex, #currencies, #commodities, #geopolitics
Ian Morley, Chairman of Wentworth Hall Consultancy says the Active Funds vs. Passive Funds is a major debate, but at the same time it is a non-issue. Morley compares the two from different angles based on costs for the investor, past performance during different market conditions.
Morley says as of now the market isn’t at healthy levels and is overvalued as per most fundamental metrics.
Listen to the full segment for more info on Active and Passive funds and the next move in the markets.
#ActiveFunds, #PassiveFunds, #investing, #trading, #markets, #fundamentals, #macro
James Hughes, Chief Market Analyst at GKFX details the impact of the shift in the Fed policy from rate hikes to more potent weapon of policy tightening - reducing the balance sheet size.
If the market could digest three rate hikes, Brexit and Trump victory over the last 1-1/2 years, surely it can digest the policy shift right? Hughes believes it won’t be easy as a reduction in the Fed’s balance sheet size means unwinding of the QE program.
Listen to the full segment hosted by Tip TV’s Zak Mir for more info on the shift in the Fed policy and markets.
Fed, #balancesheet, #interestrate, #QE, #monetarypolicy, #US, #trading, #investing, #forex, #currencies, #equities, #macro, #fundamentals, #technicals
Market Strategist Ronnie Chopra says the stock markets are down not only due to hawkish Fed minutes, but also House Speaker Paul Ryan’s comments that tax reform could longer than health care overhaul.
Fed minutes revealed the policy makers may trim the balance sheet later this year. That was a bit of a hawkish surprise for the markets, says Presenter Zak Mir.
Chopra also shares his view on India’s Nifty 50 index, which looks extremely overbought following a stellar rally in the Q1 2017. “The economic impact of demonetization is still being felt”, he adds.
Listen to the full segment to know Chopra’s take on shares in Ashley and political situation in India.
stocks, #equities, #markets, #trading, #Nifty, #India, #US, #UK, #Fed, #macro, #fundamentals, #technicals, #investing, #forex, #currencies, #commodities
Ben Kumar from 7IM explains why he wants to steer away from the US and UK markets and into the EM currencies and bonds. He talks to Tip TV’s Zak Mir.
‘EM currencies vs. Pound’ is a hedged trade”, says Kumar as Pound has devalued significantly since June 2016 and could suffer more losses ahead. Hence, there is little exchange rate risk here.
Listen to the full segment for more info on-
The risk of ‘hope trade’/Trump trade fizzling out in the near-term
Rising inflation potentially forcing foreign investors to have a relook at UK’s consumption led growth story
South Africa crisis & European markets
Emerging Markets#EM#markets#US#UK#Europe#France#equities# stocks#bonds#currencies#trading#investing#fundamentals#macro#currencies#forex#Pound
Panmure Gordon Senior Market Commentator David Buik talks about the importance of the Trump-Xi meeting, the need for Trump being pragmatic while dealing with Xi on the trade front and lists key things that could affect the stock markets in the second quarter.
Buik’s watch list for Q2-
Trump needs to deliver on fiscal front/convince markets that ‘Yuuuge’ tax cuts and infrastructure spending is in the pipeline
S&P earnings are likely to be up 11% on average for the second quarter. Anything lower than that would be bad news
Will the Fed follow through with another rate hike?
markets#trading#Trump#Xi#economy#macro#fundamentals# stocks#equities#valuations#China#UK#Europe#earnings
James Hughes, Chief Market Analyst at GKFX says $1260 is the ‘make or break’ level in gold and talks about the unusual action - gold and usd rallying hand-in-hand. Hughes says oil is being hurt by the rebound in Libyan oil supply.
Watch the full segment for more info on-
Gold and USD are rallying hand-in-hand. What does it mean for the markets?
Does a bad start to the quarter mean the market would have a tough time ahead?
markets#trading#gold#precious metals#USD#forex#currencies#oil#commodities#energies#fundamentals#macro#technicals
Mike Van Dulken, Head of Research at Accendo Markets, says Trump needs to ‘walk the talk’ as far as tax reforms and fiscal spending is concerned as markets do not buy Trump talk anymore.
Dulken also weighs-on the ‘hard data - soft data divergence’ debate going on with respect to US. He adds, “The dollar index could spike if the hard data shows signs of revival”.
Listen to the full segment to know Mike Van Dulken’s view on GBP/USD, Dollar Index and Shanghai Composite.
Markets#Trump#trading#investing#stocks#equities#GBP/USD#Dollar Index#DXY#Shanghai Composite#fundamentals, macro
Phil Thomas, Director of London South East (LSE) talks to Presenter Zak Mir about the most traded share on the LSE - Sirus Minerals (SXX), trending stock - Solo Oil (Solo), most chatted about stock - Bushveld Minerals (BML) and 88 Energy.
Thomas says the most traded tab is a good indicator of the money flow.
Listen to the full segment to know what’s behind the spike in Bushveld Minerals shares.
LSE#Sirus Minerals#Solo Oil#Bushveld Minerals#macro#investing#trading#equities#stocks
Investec Chief Economist Phillip Shaw feels the US markets aren’t excessively overvalued, however, the seeds of doubt are being sown into the mind of the investors as to whether Trump would be able to deliver what he promised during the election campaign.
Key quotes
A bit of rotation is happening out of Trumpflation sectors to defensives
Dull stuff (defensives) always works well during the times of uncertainty
Rise in inflation primarily due to the normalization of oil prices. Core inflation remains low across the Eurozone
UK CPI is seen rising to 3% by 2018 and could weigh over consumer spending
Not sure if Trump would be able to deliver ‘Yuuuge’ tax cuts
Trump’s fiscal plan can’t be taken for granted
markets#trading,#investing,#US#valuations#stocks#equities# inflation#indicator#Investec#fundamentals#macro
Independent Market Analyst Matt Brown sheds light on the report from the retail researcher Kantar Worldpanel which says the price of everyday goods in the country’s supermarkets is expected to continue to uptrend.
What does it mean for the UK economy and retailer/supermarket shares? - Watch Brown and Presenter Zak Mir discuss the inflation pinch.
Also discussed is Xi - Trump meeting, Trade of the day - Sell Vodafone, political situation in South Africa, Oanda forex market sentiment and Broker Recommendations.
UK, #inflation, #economy, #indicator, #macro, #fundamentals, #trading, #forex, #currencies, #commodities, #stocks, #equities, #US
In today’s newspaper review segment, Independent Market Analyst Matt Brown, Presenter Jenny Hammond and Presenter Zak Mir shed light on the most discussed story across the globe - Donald Trump's warning that the US could take unilateral action to eliminate North Korea's nuclear threat. Trump said - 'If China is not going to solve North Korea, we will’.
The other key piece of news is - Spain-UK row escalates over Gibraltar and Brexit.
Trump, #NorthKorea, #China, #Spain, #UK, #Gibraltar, #markets, #trading, #investing
Kallum Pickering, Senior UK economist at Berenberg Bank, says the actual Brexit may not happen for 5-7 years! Following a one-year period of divorce talks, EU and UK are likely to establish a framework or negotiations which could go on for 3-5 years.
Will it be a hard Brexit a zero sum game or a win-win situation? What are the factors that could lead to hard Brexit? Watch Pickering detail the downside risks.
The segment ends with Pickering forecasting a first ECB rate hike in the third quarter of 2019.
Key quote -“In terms of employment, the Eurozone is at least 2-3 years behind the US”
Brexit, #UK, #EU, #economy, #macro, #fundamentals, #ECB, #central #banks, #interest #rates, #inflation, #indicator, #UK, #EU
Reckitt Benckiser PLC is planning to sell its £2bn food division to help fund the takeover of Mead Johnson. Ben Harrington, Business Journalist and Editor at Betaville Blog says, “Kraft Heinz could be a bidder for the food division”.
Kraft Heinz had dropped its bid for Unilever in February.
Other key M&A news and Grapevine discussed in this segment are- LSE-Deutsche Boerse fall out What’s the motive behind Goldman’s 20%-25% stake in ITV? Imagination Technologies - Company is now 70% cheaper… may attract bids Rumor mill about Kering tie up and acquisition What to watch out for? - Madison Square Garden, Check out their website later in the week, says Harrington.
M&A, #UK, #US, #KraftHeinz, #ReckitBenckiser, #business, macro
Tony Cross, Market Analyst at toptradr talks about the prop desk’s best trades of the last week/recent weeks.
Cross talks about Amir Samih’s (last week’s down trader) S&P 500 short trade initiated in late Feb and the rationale behind holding on to the short position. Another trade is long USD/CHF position by Stevan Gonsalves, who won the $10K allocation for the second time.
markets, #trading, #forex, #indices, #S&P500, #technicals, #macro, #fundamentals, #toptradr
Jeremy Stretch, Head of G-10 FX at CIBC says, “Trump’s accusation that China is a currency manipulator is at least 5-10 years out of date.” He adds, “If anything, China is trying to stabilise its currency, which is a good thing”.
On GBP being undervalued:
Stretch says the traditional study does suggest it is undervalued, but we are operating in new normal or abnormal times. Record shorts do indicate potential for recovery, but it is likely to be capped around 1.3
On EUR:
ECB does not need to be so expansive, the EUR could go higher post French elections
Listen to the full segment as Stretch weighs-in on the Trump-Xi meeting and the fundamentals of the UK economy
forex, #currencies, #trading, #USD/CNY, #Yuan, #China, #GBP/USD, #EUR/USD, #markets, #fundamentals, #macro, #US, #UK, #Europe, #France
“RBS will face a large legal bill,” Independent Market Analyst Matt Brown talks about the mounting litigation pressure following reports about scandals.
Brown says the main data to watch out for today is the US ISM manufacturing and Friday’s non-farm payrolls release. Also discussed is – Trump-Xi meeting, Trade idea – Sell Barclays, Forex Oanda Sentiment Chart, and Broker Recommendations.
RBS, #stocks, #equities, #US, #ISMmanufacturing, #trading, #markets, #macro, #fundamentals, #forex, #currencies, #commodities
“Big money is made buying a crash and not buying the dips”, says ADVFN’s Clem Chambers while discussing his outlook for the market. Chambers sees a potential for hefty correction - even a crash as Trump trade risks falling apart.
Chambers also shares his view on defence stocks and trading strategy in general.
“Am on the back foot and half in cash”, says Chambers.
#markets, #trading, #investing, #stocks, #equities, #macro, #fundamentals, #UK, #US
James Rickards, Author of “The Road to Ruin” and “The Death of Money” talks about Brexit being a good separation for both the UK and EU, a high probability of Scexit i.e. Scotland’s exit from the UK followed by an entry into the EU, the next crisis being bigger than the one in 2008 and Trump Presidency.
Listen to the full segment to know what would happen to UK if Scotland were to leave?
Key quotes
UK should have never been in the EU Brexit Negotiations should go smoothly Europe is getting more and more integrated, they have to Expect Scotland to be the new EU member in due course Fatal flaw in the EU- monetary union, but not fiscal union UK has been never on board when it comes to fiscal union, banking union The UK doesn’t have much gold left.... Following Scexit, Scotland would be left with no pound and no gold The five US banks are much larger… Everything is more dangerous than 2008 The collapse is coming… When it happens, it would be much bigger than 2008. We are overstretched 10% allocation in gold would be your insurance policy US has gold… and is in a much better position than the UK
Brexit#Scotland#EU#UK#US#macro#economy#fundamentals#politics#James Rickards
Trading has become rather too simplistic… buy the dips in the equities and enjoy the upside. However, this a worrying factor, says James Hughes, Chief Analyst at GKFX. He adds, “Trump’s tax and fiscal plan have to be massive, else the negativity could, really… really hit the market.”
Watch Hughes shares his thoughts on the Brexit and Oil markets.
Robert Sijpesteijn, Sales Trader at Ayondo explains the Top Trader Competition, which involves starting the trading career as a ‘Street Trader’ (base of the pyramid) and slowly progressing to the ‘Institutional’ level (top of the pyramid).
Watch the full segment to know how Ayondo rewards a consistent performance.
Sijpesteijn also talks about the trading strategy/record and risk profile of the best traders at Ayondo and the premium client bonus.
Mike Ingram, Strategist at BGC Partners joins Presenter Jenny Hammond and Tip TV’s Zak Mir to discuss whether the ECB could afford to have a Taper Tantrum and if the reflation trade is rolling over.
Central banks have to react to higher inflation… that means higher rates and lower growth”, says Ingram.
Tags - ECB, trading, central banks, reflation, markets, fundamentals, macro, stocks, equities, forex, indices
Charlie Morris, Head of Multi-Asset at Newscape Capital says there is a feeling of uncertainty in the markets due to Trump, Brexit etc, although much of it is due to the rhetoric and in reality the markets are completely relaxed.
The point to be noted - Morris says the average volatility of the FTSE 100 over the last 20 year period has been around 17%, while as of now the volatility is around 7%!
Listen to the full segment to know-
Which assets are likely to do well in the current low volatility environment? Why is Morris bullish on the UK and European equity markets? Also discussed is the Bitcoin market.
volatility, #VIX, #markets, #trading, #indices, #equities, #Europe, #UK, #US, #investing, #macro, #fundamentals
In an interview with Tip TV, Oanda Senior Market Analyst Craig Erlam hopes the Brexit negotiations would happen behind the closed doors, thus leaving the GBP/USD at the mercy of the economic data releases.
Erlam shares his view on EUR/USD, GBP/USD and Gold.
Listen to Erlam discuss whether the Pound has seen the worst of the Brexit uncertainty
trading, #markets, #currencies, #EUR/USD, #GBP/USD, #XAU/USD, #commodities,#precious metals, #gold, #investing, #macro, #fundamentals, #technicals
Market Strategist Ronnie Chopra says 1.2 levels is the floor in the GBP/USD pair as much of the negative news related to Brexit has been priced-in. Chopra is joined by Presenter Jenny Hammond and Tip TV’s Zak Mir.
Key things discussed - The COE report: bullish view on the S&P 500 index, Oanda forex market sentiment, Trade of the day - Sell Randgold Resources, Economic Calendar, outlook for CAC if Le Pen wins French elections.
markets, #trading, #investing, #Brexit, #macro, #fundamentals, #UK, #equities, #stocks, #forex, #currencies, #commodities
Scott Grant from the LSE talks about the trending/most chatted stocks - Infinity Energy and Hurricane Energy and FTSE risers - Next.
Watch the full segment to know-
What’s behind the surge in volumes and price of Infinity Energy? &
Have the markets factored-in the worst or have them over factored-in the worst in Next?
LSE, #stocks, #equities, #trading, #macro, #fundamentals, #InfinityEnergy, #HurricaneEnergy, #Next, #UK
James Hughes, Chief Market Analyst, explains the Wall Street’s state of the mind - “Trump fails to repeal and replace Obamacare - Will he be able to cut taxes, we may not get infrastructure spending”.
Hughes says it was the strong earnings and hope that Trump would cut taxes and embark on infrastructure spending that fueled the stock market rally. If he fails to deliver the bubble could burst.
Listen to the full segment for Hughes’ take on the forex markets.
Trump, #US, #markets, #trading, #investing, #forex, #currencies, #macro, #fundamentals
Don’t make a mountain out of the molehill is the message that comes through after watching this segment with Spreadex Financial Analyst Connor Campbell, who says the eight day losing streak in Dow Jones could be a blip as the index is still at least 700 points above from where it was at the start of the year.
What that means is “investors haven’t completely abandoned their hopes from the Trump Presidency”, says Campbell and adds that the Vague wishy-washy Trump optimism about tax plan and infrastructure spending that has lifted markets higher is still intact.
Campbell explains the macro outlook for and talks about the client activity in GBP/USD, Dow Jones, Stocks - TUI AG, Stagecoach, and DFS Furniture.
Campbell’s trade of the day is Stagecoach - Listen to the full segment for the detailed rationale.
Trump, #markets, #trading, #investing, #equities, #stocks, #fundamentals, #macro, #UK, #US, #GBP/USD, #forex, #currencies, #indices, #DowJones, #TUIAG, #Stagecoach, #DFSFurniture
Alan Green, CEO of Brand Communications talks about the risk of Trump slump turning into Trump dump, i.e. a full-fledged sell-off in the markets. He presents the outlook for Taptica International and Crawshaw Group.
Also discussed is - Tesco shareholders rebel against GBP 3.7 billion Booker deal, Trade Idea - Sell Weir Group, Trump’s desire to do tax reform and infrastructure at the same time and Broker Recommendations. The segment is hosted by Tip TV’s Zak Mir.
markets, #equities, #stocks, #trading, #Trump, #Tesco, #TapticaInternational, #CrawshawGroup, #UK, #US, #fundamentals, #macro, #technicals, #forex, #currencies, #commodities
For the second week in a row ADVFN’s Clem Chambers sounds bearish… the only difference is this time Chambers is warning of a bigger sell-off if President Trump fails to deliver the tax cuts.
“It’s looking very bearish out there”, says Chambers and adds that holding cash looks an ideal trade.
Chambers expects a quick fire drop below 20K on the Dow and a 25% correction if the Trump vs. politicians fight heats up.
Listen to the full segment to know Chambers’ take on the bond markets.
Trump#taxes#fiscal policy#US#markets#trading#investing#equities#stocks#UK
There is consensus in the oil market that it is the increasing US output that is leading to a glut. That brings us to a question - Is US controlling the oil prices?
Gaurav Sharma, Business Editor and Oil Analyst at IB Times UK says US is controlling via the private enterprise and like OPEC members it can’t make a coordinated effort to control or move prices.
Sharma says the real problem child is Russia - Watch the full segment for details
Key quotes US is a buffer producer, Saudi is still a swing producer Need Saudis to make up their mind (markets confused by the mixed sound bites)
markets#commodities#energies#trading#USD#macro#fundamentals#oil#US#Russia#Saudi#OPEC#non-OPEC
Trump failed to repeal the Obamacare! Is the glass half full or half empty here? While most in the markets are busy saying this is a bad sign, Berenberg Chief Economist Kallum Pickering explains us why this is a sort of “blessing in disguise”.
Trump’s failure to repeal the Obamacare indicates there are ‘checks and balances’ in the US… and that means less odds of protectionism, trade wars with China, says Pickering. He adds that Trump’s infrastructure spending will come through.
Watch the full segment to know-
Why Pickering feels the BOE is behind the curve?
What if - BOE remains behind the curve? - Pickering says it will fuel the boom bust cycle three years down the line
What if - BOE delays the first rate hike and moves at a faster rate later? Will that create unemployment?
Trump#markets#trading#investing#economy#macro#BOE# central banks#inflation#indicator#interest rate#fiscal policy#monetary policy#UK#US
BT has been smacked with a £42m for its failure via Openreach to compensate other telecoms providers for delays to fixing leased line "Ethernet" services,
Independent Market Analyst Matt Brown says it is a big hit for the BT… good for Vodafone. He adds, “BT will also be fined £300,000 for failing to provide information to Ofcom”
Key points
· Republicans will get behind Trump when it comes to tax cuts and fiscal spending · Oil: It’s going to be hard for prices to get back into the $50-$60 range. The focus is on what the OPEC does · There is more downside to the Russell 2000 index · Burberry rally was more due to Pound… and is more exposed to China
Listen to the full segment for Broker Recommendations
BT#UK#stocks#equities#markets#trading#investing#risk-off#US#forex#commodities#currencies
“A lot of sectors are overvalued - infrastructure, commodities - and these are the areas that could be exploited in the downside in the short-term”, says Tim Harrison, Head of Wealth Management at Linear Investments while explaining his outlook for the markets.
Harrison shares his opinion on the issue of Scottish referendum and explains how Brexit is going to be a net positive in the long run. “I am a big bull on the UK”, he says.
Is UK a safe haven? - Listen to full segment.
markets#trading#equities#stocks#US#UK#macro#fundamentals#investing
Toney Cross, Market Analyst at toptradr, talks about the best trade of the prop desk - Short SPX 500, which is now yielding money. Cross also talks about the best traders of the last week and the most recent allocation.
toptradr#markets#technicals#fundamentals#UK#US
Jerry Randall, CEO of Venture Life Group PLC breaks the good news - the company is now EBITDA positive. The company reported an earnings (EBITDA) profit of £800,000, an improvement from a £600,000 loss a year earlier.
Key quotes/points
We have plenty of cash and can stand alone
Affected by UK inflation/slowdown? - Healthcare is counter cyclical and does well in the downturn
Next goal - Eyeing up a 100 million market cap
Listen to the full segment to know how and why the company enjoys natural hedge against gyrations in the GBP exchange rate.
VentureLifeGroupPLC, #healthcare, #skincare, #UK, #stocks, #equities, #fundamentals, #macro
Steve Larratt, Share Research Business Analyst at Share Talk presents the outlook for the Georgian Mining Corporation and WideCells Group.
Laureate talks about-
The drill results published by the Georgian Mining Corporation for Kvemo Bolnisi East Gold Discovery WIdeCells’ revolutionary stem cell healthcare insurance plan and services
GeorgianMiningCorporation, #WideCellsGroup, #ShareTalk, #equities, #stocks, #trading, #investing, #markets, #UK
Peter Watson’s W.I.F.I sheds light on Next’s poor performance and strong sales number from Ted Baker. Also discussed is the Vodafone-Idea cellular deal.
“Next announced their first profit drop in Eight years and they blamed weak Pound and the resulting rise in imported inflation”, says Watson.
Next, #TedBaker, #retailer, #stocks, #equities, #markets, #trading, #fundamentals, #macro, #investing
Deutsche Bank has agreed a 25-year lease for the building currently under construction near Moorgate station, in the heart of London’s financial district. It may come as good news because the likes of Goldman Sachs are considering moving the London office to Dublin/other places.
However, John Mills, Chairman of JML, economist, and political commentator says, “Deutsche Bank is not in a good shape anyway and there is some danger ‘The City’ might become a depository of failed banks”.
Mills also shares his thoughts on the US Health Care vote and Trumpflation. The segment is hosted by Presenter Zak Mir. Also discussed in this segment is - Broker Recommendations, Trade Idea, Coe report - bullish view on S&P 500.
DeutscheBank, #banks, #Brexit, #London, #UK, #Financials, #markets, #equities, #stocks, #forex, #currencies, #commodities, #trading, #investing, #macro, #fundamentals
ADMISI Strategist Marc Ostwald believes the focus on the financial markets on both sides of the Atlantic is misplaced.
“Obamacare was far from perfect, but Trumpcare is worse”, Ostwald says and adds the financial markets in Europe are overlooking the strong economic performance across the Eurozone. The real worry is Italy, he says.
Listen to the full segment to know why Trumpcare is worse. Ostwald presents facts and figures that aren’t being reported.
Key points
Strong German economy over the last one year has turned the tables on the populist forces Focus on US health care is myopic
markets, #trading, #equities, #forex, #currencies, #commodities, #fundamentals, #macro, #economy, #UK, #US, #Eurozone, #investing
Identifying turning points in the market is often a tough and time consuming job. Furthermore, one needs to know when to be strong in the market and be fully invested in order to beat the index.
In this segment, we talk to Dr. David Paul from VectorVest who details "The VectorVest Edge Technique". Paul describes the technique as the "study of trends and turning points".
Paul applies the technique on Sopheon PLC and JD Sports. Check out whether both shares tick all three boxes of 'The VectorVest Edge Technique.
markets, #trading, #equities, #stocks, #fundamentals, #technicals, #investing, #UK, #VectorVest
Ben Kumar, Investment Manager at 7IM shares his view on the most trending topics in the world of Finance and Markets.
On Trump Trade
The recent fall in US equities isn’t the unwinding of the Trump trade. There is a good deal of optimism in the global markets.
ECB Taper
Need for ultra easy monetary policy fading somewhat, courtesy of strong earnings growth, stable markets. However, QE taper is unlikely any time soon as inflation still low.
UK inflation and BOE rate hike
Kumar says raising rates would complicate matters for floating rate mortgage holders
markets, #macro, #fundamentals, #economy, #UK, #US, #Eurozone, #Europe, #investing, #trading
Nicole Elliott, Technical Analyst and Private Investor sees tough time for the US dollar ahead as she believes the Fed rate hike talk is overdone and the US dollar is overvalued.
To support her argument, Elliott points to “Three White Soldiers” - A bullish candlestick pattern on the EUR/USD weekly chart. She takes note of a potential bearish break on the USD/JPY weekly chart tomorrow and a false bullish break on the dollar index.
Listen to the full segment to know if the “Three White Soldiers” would end up pushing the EUR/USD pair to 1.10 handle.
forex, #currencies, #trading, #markets, #USD/JPY, #EUR/USD, #DollarIndex, #DXY, #technicals, #fundamentals, macro
President Trump, the author of the best selling ‘Art of the Deal’ is set to face his toughest test - partially repeal and replace the Affordable Care Act, aka Obamacare.
Market Strategist Ronnie Chopra says, “We could be in for a roller coaster ride if the bill is rejected”. Dow could extend the losses, he adds and calls 110.00 levels as a sort of a floor on the USD/JPY pair.
Watch the full segment to know if Nikkei would drop in line with the weakness seen in the USD/JPY pair.
Also discussed is - Goldman’s view that past oil spending could lead to another glut in 2018, Next PLC earnings, Charts from Investors Intelligence - Bullish break on the VIX Index, Oanda forex market sentiment, Trade of the day and Broker recommendations.
US, #healthcare, #Obamacare, #Trump, #markets, #investing, #trading, #forex, #currencies, #equities, #commodities, #stocks, #technicals, #fundamentals
Jane Foley, Senior Foreign Exchange Strategist at Rabobank expects the Bank of England (BOE) to keep the rate hike speculation alive via hawkish talk every now and then as the central bank would want to keep a lid on Sterling-led rise in the imported inflation. “The outlook for Sterling is still heavily dependent on politics”, says Foley.
Why is the BOE reluctant to raise rates? Is it due to the fact that the inflation is due to cost push factors? Is the rise in the cost push inflation as well as a tax hike/rate hike/policy tightening?
Listen to Jane Foley talk about cost push inflation, second round effects and limits to BOE’s inflation tolerance. Also discussed is the Trumpflation and outlook for US dollar and EUR.
forex, #currencies, #markets, #trading, #fundamentals, #macro, #EUR/USD, #USD, #USdollar, #GBP/USD, #Sterling, #Pound, #BOE, #centralbanks, #interestrates, #UK, #US
Rob Proctor, CEO, of audioBoom updates Tip TV viewers about the company’s fund raising exercise and how it is best positioned to benefit from the “On-demand Revolution”.
Proctor says, “By end 2017, 40% of all listening will be on demand”. That means 40% of the $19 billion worth of the US radio market would move to On-demand! Note that audioBoom is a US centric company.
The segment is hosted by Presenter Jenny Hammond and Tip TV’s Zak Mir.
audioBoom, #on-demandrevolution, #US, #UK
When will the BOE raise interest rates in response to the sharp rise in inflation? How high can rates go, given the fact that there is a bubble in the housing market?
Presenter Jenny Hammond and Tip TV’s Zak Mir talk to Shaun Richards from Not A Yes Man Economics about the rising inflation, housing bubble and a number of ways in which BOE may respond.
economy, #inflation, #housingmarket, #propertmarket, #CPI, #indicator, #fundamentals, #macro, #UK, #BOE, #centralbanks, #interestrates
Independent Market Analyst Matt Brown talks about the confusing laptop ban and the effect it would have on the airlines. The stated purpose of the US ban is to protect travelers from security threats. Brown believes it bad news for the airlines.
Data to watch out for is US oil inventories figure. Brown believes the sell-off in oil could worsen if the US oil inventories surge.
airlines, #Laptopban, #US, #macro, #investing, #trading, #equities, #stocks, #commodities, #markets, #forex
Matthew Yeates from 7IM says it was the surge in Chinese PPI/factory gate prices that set the markets on fire long before Trumpflation happened. Yeates explains the unique inflation situation in China - high PPI and low CPI, which gives ample scope for the PBOC to hold rates unchanged.
China remains an attractive investment destination given the political instability across the advanced world.
What if Trump labels, China as a currency manipulator? How would markets react? Listen to the full segment for detailed discussion on the issue.
markets, #trading, #China, #economy, #fundamentals, #macro, #investing, #US, #inflation, #indicator
"It ain't over till it's over", a phrase popularised by baseball player Yogi Berra applies perfectly to the FTSE 100 Bull market.
Mike Van Dulken, who heads the Research desk at Accendo Markets, points to the bullish break on the FTSE 100 monthly chart and the fact that the RSI is yet to hit the overbought territory.
The key point to note here is - Historical data shows, on the monthly chart, the RSI indicator usually spends months into overbought territory before the index tops out.
Also in the offing is a view on WorldPay Limited and Kingfisher PLC.
FTSE100, #indices, #stocks, #equities, #trading, #WorldPay #Limited, #KingfisherPLC, #markets, #technicals, #fundamentals, #macro
James Hughes, Chief Market Analyst at GKFX sees oil ranging between $40-$50 levels. He supports his argument with technical and fundamental pointers.
The area around the 200-DMA line has acted as a strong support zone in the past. On the last two occasions, prices staged a solid rebound from the near 200-DMA line. Will prices see a similar recovery this time? Watch Hughes detail the technical factors currently in play in the oil market.
Also discussed is the outlook for EUR/USD and GBP/USD.
The key point to note - Pound likes Brexit clarity
oil, #WTI, #Brent, #EUR/USD, #GBP/USD, #forex, #currencies, #trading, #markets, #technicals, #fundamentals, #macro, #UK, #US
UK CPI inflation rose to a three-year high of 2.3% in February, data released today showed. Rising inflation usually puts pressure on the central bank to raise rates. Will the BOE raise rates this year?
Presenter Zak Mir says all eyes are on the Carney speech as the markets want to know the level of inflation beyond which the central can no longer stand pat.
Mir says the fact that US markets have flattened near record highs is an achievement in itself, but warns there is certain amount exhaustion due lack of Trump’s tax plan details.
Also discussed in the opening segment is - Commentary from Nicole Elliott, Trade idea - Sell Morrisons, Oanda Forex market sentiment and Broker Recommendations.
markets, #trading, #investing, #macro, #technical, #fundamentals, #BOE, #centralbanks, #inflation, #indicator, #interestrate
Stefania Barbaglio from London South East (LSE) and Cassiopeia Services says, “Premier Oil is a pretty good recovery play” given the company secured final lock-up for refinancing bid.
Other stocks discussed/companies to look out for are - Falcon Oil & Gas, 88 Energy. Listen to the full segment to know more about LSE's presence at the Master Investor show this weekend.
PremiereOil, #FalconOil&Gas, #88Energy, #stocks, #equities, #trading, #UK
John Eade, President of Argus Research says the globally positioned sectors - IT, Pharmaceuticals, Industrials and Materials are likely to do well in the environment of higher interest rates and a weaker US dollar.
Key quotes
Don’t think Fed is behind the curve US economy is in a sweet spot & inflation isn’t really a problem Expect the USD to stabilise or drift lower Don’t see weak USD leading to a sharp rise in (imported) inflation WTI Oil is seen finishing this year around $50/barrel. Upside is likely to be capped at $60/barrel.
markets, #trading, #investing, #stocks, #equities, #Fed, #interestrate, #centralbank, #USdollar, #USD, #forex, #currencies, #commodities,# energies, #oil, #fundamentals, #macro, #valuations
In this segment, Presenter Zak Mir and Market Analyst Matt Brown take note of the major news in the world of business/finance and politics and their implications for financial markets.
Key headline - Labour in the battle with momentum for its future- Tom Watson tells Jeremy Corbyn to 'deal with' Momentum or risk the death of the party
news, #markets, #Labour, #trading, #investing, #UK, #politics
Ben Harrington, Business Journalist and Editor at Betaville updates viewers about the developments surrounding the Amec Foster Wheeler and Wood Group deal, Unilever’s decision to sell some of its brands as a part of strategic review and other major stories in the M&A world.
Key points
SNC Lavalin could launch a counter bid for Amec against Wood’s recommended all share offer. Harrington says SNC isn’t interested in buying all of Amec but only those assets that would be during and after the merger with Wood Group.
Listen to the full segment for an update about rumours that Swiss Re is examining potential UK acquisitions.
M&A, #business, #economy, #SNC-Lavalin, #AmecFoster #Wheeler, #WoodGroup, #UK, #Europe, #Canada
ADVFN Founder and CEO Clem Chambers says the markets across the globe are stuck, waiting for something, maybe for a Trump growth bomb. Chambers feels the stuck in a rut action could be an advance signal of a bearish move ahead.
Contrary to the old adage that says don't not sell a quiet market, Chambers offloaded 25% of his holdings last week. Watch the full segment to know if we are heading towards a major bout of correction/pullback or a crash.
markets, #trading, #equities, #US, #UK, #Europe, #Asia, #fundamentals, #macro, #technicals
It’s all about locking-in those profits at the right time is the message that comes through from the discussion on last week’s best trade - GBP/JPY - at Toptradr’s desk.
Tony Cross, Market Analyst at Toptradr details the top trades, top traders of the last week and the most recent $10,000 allocations.
trading, #markets, #equities, #forex, #technicals, #fundamentals, #toptradr
UK PM Theresa May is set to trigger Article 50 of the Lisbon Treaty at the end of the month. That would mark the beginning of the two-year long divorce process from the EU.
The question on everyone’s mind is if the M&A boom/inward investment will dry up during the two-year period. To add to this, the economy also faces the risk of Scottish referendum.
Simon French, Chief Economist at Panmure Gordon joins us to discuss the impact of the uncertainty in the M&A space and economy as a whole. French says the more clarity (regarding Brexit deal) the more there will be the change in behaviour of consumers and business and vice versa.
UK, #M&A, #investments, #economy, #fundamentals, #macro
Tim Harrison, Head of Wealth Management talks us through key UK macroeconomic data releases and corporate numbers that could move the markets this week.
In terms of macro data, the focus is on the UK CPI. A higher number would add credence to last week’s hawkish vote from BOE’s Forbes.
Equity market traders need to watch out for numbers from Next and Kingfisher. Listen to the full segment to know if Footsie is just a ‘cable play’?
UK, #CPI, #indicator, #macro, #economy, #inflation, #trading, #markets, #investing, #Next, #Kingfisher, #stocks, #equities
Justin Urquhart-Stewart, Co-founder and Head of Corporate Development at 7IM, explains the implication of UK PM Theresa May’s two-front war - Brexit negotiations and the risk of Scexit.
Watch Urquhart-Steward detail the negative impact of the two-front war on the inflow of investment into the UK economy. Is the uncertainty, putting off the potential buyers of UK Inc.?
UK, #economy, #macro, #fundamentals, #TheresaMay, #Scexit, #Scotland, #Wales, #US, #investing, #markets
The ‘Yellen effect’ on the PBOC is quite evident. China’s central bank raised a short-term interest rate on lending to banks, but left its benchmark rate unchanged following the US increase.
Independent Market Analyst Matt Brown believes the China economy has had a good start to 2017, but needs globalisation and the central bank is unlikely to do aggressive rate hikes.
Also discussed is - Trump-Merkel meeting, COE report on Russell 2000, Oanda Forex market sentiment and broker recommendations. The segment is hosted by Presenter Zak Mir.
markets, #trading, #equities, #forex, #commodities, #centralbanks, #Fed, #PBOC, #China, #UK, #US, #technicals, #fundamentals, #interestrate
In this segment, Presenter Zak Mir and Market Analyst Matt Brown take note of the major news in the world of business/finance and politics and their implications for financial markets.
Key headline - GCHQ says White House's claim it may have spied on Donald Trump is 'utterly ridiculous nonsense'.
Trump, #politics, #UK, #US, #economy
Steve Larratt, Share Research Business Analyst from Share Talk discusses the fundamentals of the stocks to watch out for in the Oil & Gas sector this year. The list includes names like 88 Energy, Amex, Solo, Trinity, SDX Energy.
oilandgas, #mining, #exploration, #UK, #stocks, #equities, #trading, #markets
Presenter Jenny Hammond and Tip TV’s Zak Mir discuss the PR nightmare for McDonald’s, technical view on major markets by Investors Intelligence and The Coe report, Broker recommendations, Oanda forex sentiment chart and trade idea.
McDonald’s is being fried online after a hacker attacked President Trump via McDonald’s twitter handle and touted Barack Obama.
While taking about the S&P 500 index, Mir says 20-EMA has proven to be a strong support once again and the index looks set to clock fresh record highs.
markets, #trading, #equities, #forex, #commodities, #S&P500, #McDonald’s, #UK, #US, #technicals, #fundamentals
Market Analyst Matt Brown and Tip TV Presenter take note of the major news in the world of business/finance and politics and their implications for financial markets.
Key headline - Dutch PM claims voters rejected ‘the wrong sort of populism after Brexit and Trump’.
news, #markets, #Dutchelections, #trading, #investing
David Harris, Consultant at InvaTrust Consultancy explains the O'Higgins Method, which involves the 10 highest yielding stocks in the Dow Jones index, and then investing an equal amount in the five that, at the time, have the lowest share prices in absolute terms.
Listen to the full segment to know the stellar performance returns generated on both sides of the Atlantic with the use of O’Higgins method.
trading, #markets, #equities, #stocks, #yield, #fundamentals, #macro
Watch James Huckett, Equity Sales Trader at Hobart Capital Markets discuss the details of the ‘buy’ report on Premier Oil from Peel Hunt and Berenberg Bank’s bearish take on Merlin Entertainments.
Peel Hunt sets a 'buy' recommendation for Premier Oil and with a 90p price target. Meanwhile, Berenberg Bank sees potential for a 23.6% drop in Merlin Entertainments.
#PremierOil, #MerlinEntertainments, #stocks, #equities, #trading, #UK, #Markets
GKFX Chief Market Analyst James Hughes says many in the markets were expecting Fed/Yellen to signal sequential rate hikes, although that was never going to come through. Rate hikes were/are overdue, but ‘sequential hikes’ is still a distant dream. On risk assets - Hughes says the dovish Fed hike and peak populism in Europe is boding well for stocks and other risk assets across the globe.
Does Dutch election result mean low odds of Marine Le Pen victory in French Presidential Elections later this year? Watch Hughes discuss peak populism with Presenter Zak Mir.
markets, #trading, #stocks,# equities, #forex, #commodities, #Fed, #centralbank, #interestrate, #ratehike, #macro, #fundamentals
Did populism in Europe and the United States peak on November 8, 2016? Many feel the Dutch result signals the end of Brexit-supporting populism in Europe. Is the risk-on action in the equities primarily due to peak populism or dovish Fed rate hike or a combination of both factors?
Listen to Market Analyst Matt Brown and Presenter Zak Mir discuss peak populism and the rally in the equity markets and UK miners. Also discussed is the trade idea - buy Tullow Oil, Broke Recommendations and commentary from Nicole Elliott.
Listen to the full segment to know what one can expect from the BOE rate decision today.
populism, #politics, #economy, #markets, #trading, #equities, #stocks, #forex, #commodities, #UK, #Europe, #US
The financial markets are increasingly looking resilient to European election risks, this is evident from the recent rally in the EUR pairs. Paul Wallace from London Traders Network takes note of the bullish setup on the EUR pairs - EUR/TRY, EUR/CAD, EUR/AUD and EUR/NZD.
Wallace says it clearly represents complacency in the markets.
“You have to trade what you see and not what you think”, says Wallace while explaining the rally in the EUR pairs despite the heightened political uncertainty across Europe.
Are markets telling us that the breakup of the Euro is a good thing? Is the complacency here to stay? Listen to Wallace and Presenter Zak Mir discuss markets and elections.
trading, #markets, #forex, #currencies, #EUR, #Euro, #technicals, #fundamentals, #macro, #sentiment, #politics
Charlie Morris, Head of Multi Asset at Newscape Capital Group talks about a the risk of inflation shock and a potential rise in gold prices to $1700/Oz levels .”That’s a $500 jump from the current prices”, says Morris.
He adds that yields could rise in tandem with inflation and that could restrict gold to around $1450 levels. He adds further that miners are significantly undervalued and offer great value in the rising gold environment.
Listen to the full segment to know if oil could slip further.
inflation, #economy, #indicator, #gold, #commodities, #mining, #preciousmetals, #trading, #US, #technicals, #oil, #energy
In this segment, Presenter Zak Mir and Market Analyst Matt Brown take note of the major news in the world of business/finance and politics and their implications for financial markets.
Key headline - Nicola Sturgeon's plans to hold a second independence referendum to keep Scotland in the EU have been hit by a double blow.
Brown says a Scottish independence would be bad news for Scotts as the oil revenues are on the decline and the economy isn’t doing well. Also discussed are Dutch elections.
#news, #markets,# Scottishreferendum, #trading, #investing
Craig Erlam, Senior Market Analyst for Oanda says the GBP/USD pair could revisit 1.20 levels if the Fed delivers 25 basis point rate hike and surprises with the hawkish dot plot chart - sequential rate hikes. For now, traders see 1.21 as the floor in the cable.
Erlam also weighs-in on the Dutch elections and their potential impact on French elections and the common currency. The segment concludes with the talk about oil markets and OPEC/non-OPEC compliance.
Cable, #GBP/USD, #forex, #currencies, #trading, #markets, #Fed, #centralbanks, #interestrates, #Dutchelections, #oil, #commodities, #energy, #OPEC
Market Strategist Ronnie Chopra says the Fed will deliver a 25 bps rate hike and adds, “Yellen is unlikely to upset the apple cart” by sounding too hawkish. Chopra sounds cautious on equities as he says there is too much exuberance out there and says there is a possibility of a pullback.
Chopra shares his view on BP and Foxtons Group plc. “The weaker pound could see foreign investors come-in the likes of Foxtons will be major beneficiary”, says Chopra. Also discussed in the segment is - The Coe report, Investors Intelligence view on Dow, Broker Recommendation, Trade idea and Oanda forex market sentiment.
Fed, #centralbanks, #interestrate, #BP, #FoxtonsGroup, #stocks, #equities, #UK, #US, #forex, #currencies, #commodities, #trading, #markets, #fundamentals, #macro
Has oil topped out or is the current sell-off an opportunity to build fresh long?
Clive Lambert, Director at FuturesTechs, says "yesterday we saw a big rejection of the bearish move - hammer candle", but stresses the need for a bullish follow through to suggest the sell-off is over.
Lambert takes note of the indecision in the gold market and weighs-in on US 10-yr treasury note and 10-yr German Bund.
The 10-year yield closed at the highest level in two years earlier this week. Listen to the full segment to know if the rally would continue.
Lambert's trade of the day is Long crude above $52.00. He sees potential for a rally to $55 levels.
oil, #commodities, #energies, #trading, #markets, #technicals, #gold, #treasuries. #bunds, #bonds, #yields, #yieldcurve
James Faulkner, Editorial Director at Master Investor Magazine talks about the upcoming ‘must visit’ event - Master Investor Show in London on 25th March and details the contents of the latest magazine issue. Tom Stevenson from Fidelity International makes it to the front page of the latest issue Victor Hill writes on oil and gas sector New column by Alan Steel from Alan Steel Asset Management
MasterInvestor, #investing, #markets, #trading, #UK
David Buik, Senior Market Commentator at Panmure Gordon explains why the Scexit - Scotland’s potential exit from the UK - is the precipice of economic despair and penury.
People who support Brexit, but are against Scexit are being referred to as hypocrites. Buik says the two are totally different issues as Scotland’s economy wouldn’t gain much out of Scexit.
Key quotes:
Marine Le Pen is getting stronger due to political developments elsewhere
Dutch Elections: Mark Rutte has done enough to remain as the PM
Fed rate hike a done deal
Scexit, #Scottishreferendum, #politics, #economy, #UK, #Fed, #interestrates, #centralbanks, #Dutchelections, #macro, #fundamentals, #markets, #trading
Lloyds Bank is about to outsource about 2000 tech jobs to IBM. Eventually, these jobs could be moved offshore, which poses a security risk, says Rhodri Phillips, Business Editor at The Sun. Phillips talks to Presenter Matt Brown.
Also discussed is:
· If rising UK food inflation will hurt Ocado’s already tiny margins
· Mike Ashley’s decision to buy a stake in French Connection
Phillips says, “French Connection needs more radical changes than Ocado”.
Phillips says, “French Connexion needs more radical changes than Ocado”.
LloydsBank, #TheSun, #Ocado, #FrenchConnexion, #business, #UK, #stocks, #equities, #macro, #fundamentals
Alan Green, CEO of Brand communications and Tip TV’s Zak Mir discuss fundamental and technical aspects of Hostelworld (HSW), Burford Capital (BUR), & Tip TV trade of the day - Sell Glencore.
Also discussed is the most popular in business/finance, technical view on oil and gold from the Investors Intelligence, Oanda forex market sentiment, broker recommendation
Hostelworld(HSW), #BurfordCapital, #Glencore, #stocks, #equities, #trading, #markets, #macro, #technicals, #fundamentals, #investing, #forex, #currencies, #commodities
Bryan Noble from Trader Noble explains why he is bearish on the US dollar and presents a compelling case for a move in the EUR/USD pair to 1.09/1.10 levels over the next few weeks. Noble also talks about his daily market commentary service opinion. He is joined by Tip TV’s Zak Mir.
EUR/USD, #forex, #currencies, #trading, #technicals, #fundamentals, #macro
“The momentum seems to be there for equities to be heading lower - there just seems to be some inertia to actually get people to do it”, says Tony Cross, Market Analyst at Toptradr, while explaining the outlook best performing traders, winning trades of the last week.
Raj Leigh Turner won the $10,000 allocation for the seventh time, says Cross.
trading, #markets, #equities, #forex, #technicals, #fundamentals, #toptradr
“Bovis Homes is unofficially up for sale and another party can enter the picture as well”, says Ben Harrington, Business Journalist & Editor at Betaville while talking about Bovis Homes rejecting a bid from rival Redrow. The house builder also received a bid from Galliford try.
On Wood Group - Amec deal
Harrington calls the deal “a Wood Group’s attempt to put Amec shareholders out of their misery”.
Watch the full segment for M&A grapevine -
· Exxon-BP acquisition talk · A potential deal between Old Mutual & Prudential · Rumors about Virtusa (US based IT firm)
BovisHomes, #M&A, #business, #UK, #US, #economy, #macro, #fundamentals
Clem Chambers, Founder and CEO of ADVFN says EUR is on the rise not due to Taper talk, but due to EU playing hard with immigration right now. He adds further that “EU is unlikely to accept Turkey as member - not in my lifetime”.
Also discussed is market’s resilience to talk about faster Fed tightening, France elections - a tail risk & ECB’s potential Taper.
markets, #trading, #investing, #forex, #currencies, #macro, #politics, #fundamentals, #EUR/USD
Its merger mania Monday again! Tim Harrison, Head of Wealth Management joins us to discuss the ‘takeover rumours, chatter and actuality’ in the Merger & Acquisition (M&A) space. Harrison talks about the Wood Group - Amec Foster Wheeler deal and says it could be a beginning of the M&A boom in the sector.
Also discussed is a potential deal between Bovis Homes & Galliford Try, Barclay Group earnings preview and Fed rate hike saga.
M&A, #UK, #WoodGroup, #AmecFosterWheeler, #business, #economy, #markets, #trading, #investing, #macro, #fundamentals
Independent Market Analyst Matt Brown joins Tip TV Presenter Zak Mir to talk about the latest in the Merger & Acquisition (M&A) space, the potential deal between Bovis Homes and Galliford Try, Wood group and the Amec Foster Wheeler deal.
What’s driving the EUR higher this Monday morning? Is it due to expectation that Draghi will talk about QE Taper? Or is it due to the bid on the EUR/CHF pair? - Watch Brown and Mir discuss Draghi speech.
Fed, Article 50 and Dutch Election would dominate the markets this week, says Matt Brown.
markets, #trading, #M&A, #Draghi, #ECB, #QE, #Taper, #investing, #macro, #fundamentals, #technicals, #UK, #stocks, #equities, #forex, #currencies, #commodities
Peter Watson from Watson’s W.I.F.I talks about diverging trends in consumer spending - drop in property purchases and the increase in food related spending. The divergence is evident from the horrible numbers released this week by Foxtons and stellar figures from Just Eat.
Also discussed in this segment is - Standard Life’s takeover of Aberdeen, Third term for PM Abe, China’s GDP target.
Foxtons, #JustEat, #consumerspending, #UK, #macro, #business, #finance, #markets
In today’s news review segment, Independent Market Analyst Matt Brown and Presenter Zak Mir discuss major news in the world of business/finance and their potential impact on the financial markets.
Of particular importance is the discussion on the BT - Ofcom deal and Theresa May denial breaking election tax promise over National Insurance.
News, #markets, #trading, #business, #finance, #investing, #BT, #Ofcom, #taxation
“Its non-farm payrolls Friday and it will be somewhat interesting than the dull UK budget”, says Independent Market Analyst Matt Brown. He adds further that only a horribly weak US wage growth number could force Fed to reconsider the next week’s rate hike.
Presenter Zak Mir and Brown take note of the sell-off in oil and the resulting weakness in the energy counters in the UK.
Also discussed in this segment is - Russell 2000 outlook from the Coe report, WTI Outlook by Investors Intelligence, Trade idea - Sell Shaftesbury and Broker Recommendations.
markets, #Fed, #centralbanks, #interestrate, #fundamentals, #macro, #forex, #commodities, #equities, #technicals, #trading, #investing
Roy Kaitcer, Investment Manager at Redmayne Bentley talks to Tip TV’s Matt Brown about the finer points in the UK budget and details the outlook for Morrisons and supermarkets in general.
Kaitcer says the increase National Insurance contribution rate paid by the self-employed would not have a major impact on investments. He calls hike in National Insurance contribution and the reduction in investment allowance as a surprise.
UK, #budget, #Morrisons, #supermarket, #taxation, #macro, #economy, #fundamentals
Bill Hubard, Chief Economist at Trade.com is joined by Mike Ingram, Strategist at BGC Partners, to talk about Fed rate hike saga, rising inflation being a core issue at both sides of the Atlantic and UK budget.
As per Taylor rule, US interest rates should have been north of 3%. Will the Fed deliver sequential rate hikes? Listen to the full segment to know rising inflation would force the Fed to hike rates at a faster rate.
Fed, #interestrate, #US, #UK, #economy, #macro, #fundamentals, #monetarypolicy, #inflation, #indicator, #yields, #bonds
Rob Ellice from Easy Property and Budgie Wright from Barbican Square Limited feel Stamp Duty is the final catalyst the property market needs to boost transactions and the Chancellor missed a golden opportunity.
The segment includes a detailed analysis of the unnecessary burden on tenants, landlords and homeowners that is hindering a crucial sector.
Watch the full segment to know-
What Chancellor missed out in the budget? Are ordinary people renting or moving away from London? And the outlook for Countrywide and Foxtons
SDLT, #propertymarket, #UK, #business, #macro, #investing, #rentals
GKFX Chief Market Analyst James Hughes believes Draghi is unlikely jump on the Taper bandwagon as the ultra easy policies are finally working as expected and there are lingering issues like the Greek crisis and political uncertainty ahead.
Also discussed is the price action in gold and oil. Do losses in gold represent Trump fatigue or heightened odds of faster Fed rate hikes?
Draghi, #ECB, #centralbanks, #monetarypolicy, #fundamentals, #macro, #trading, #commodities, #gold, #preciousmetals, #oil, #energies
All eyes (and ears) are on Draghi's speech today. It will be interesting to see if Draghi throws a bone or two to the hawks in response to rising headline inflation. Tip TV’s Zak Mir believes Draghi will allow inflation to overshoot the target.
Also discussed in today’s opening segment is - UK budget review, Trade idea - Sell Goldman Sachs, Oanda forex market sentiment and Broker Recommendations.
Draghi, #ECB, #centralbanks, #markets, #investing, #trading, #UK, #Eurozone, #stocks, #equities, #forex, #commodities, #fundamentals, #macro, #technicals
John Eade, Chairman and President at Argus Research points to key takeaways from the last week’s Trump speech and the markets/sectors that could do well this year.
Find out why Eade doesn’t see interest rates in the US going higher in the long-run
Key points
Trump’s tax cut plans unlikely to yield a revenue neutral budget. One way to finance budget is to issue ultra-long bonds (say 100-years) and lock-in the money at low interest rates Pharma sector: Focus on innovation that ultimately reduces medical bills February payrolls: Another strong number likely Pick of the year: defence sector
US, #markets, #investing, #trading, #macro, #fundamental, #fiscalpolicy, #monetarypolicy,#Fed, #centralbanks, #interestrates, #stocks, #equities
Bill Blain, Strategist at Mint Partners talks about the spectacular take off in Snap Inc on the first day which indicates that it is all about the big data and the hope that it will boost earnings. The typical stock valuation metric, the price-to-earnings ratio (or P/E), is irrelevant here. Blain believes other Unicorns could follow suit given there is a substantial froth in the market and also expectations of stellar growth during Trump Presidency.
Blain says, “we are going to see an 'expectations reset' later this year - it may be a correction or crash”.
markets, #equities, #valuation, #Snap, #macro, #fundamentals, #trading, #equities, #stocks, #US, #Europe
Mike Ingram, Strategist at BGC Partners explains the possibility that Budget statement may end up being over optimistic about growth prospects, while underestimating inflation and negative impact of rising inflation on the economy.
Ingram also talks about government borrowing and says BOE’s inflation forecasts do not sit well with growth forecasts.
UK, #budget, #macro, #economy, #indicator, #inflation, #borrowing, #BankofEngland, #BOE, #GDP
Oanda Senior Market Analyst Craig Erlam talks about a potential for a drop in gold to $1180 levels in the short-term, given the heightened odds of faster Fed rate hikes and the resulting strong US dollar. The geopolitical uncertainty appears to have taken a backseat now.
What’s driving the GBP / USD lower? - Is it Fed rate hike talk or UK data deterioration? Watch Erlam dissect the price action in the GBP/USD.
Also discussed is the outlook for USD/JPY.
Gold, #commodities, #preciousmetals, #trading, #UK, #USD, #GBP/USD, #USD/JPY, #forex, #currencies, #macro, #fundamentals, #technicals, #markets, #trading
“China is too big to fail”, says Tip TV’s Zak Mir, while discussing commentary from Investors Chronicle on whopping jump in Chinese imports in February. He adds further, “we don’t want China to fail as it would have disastrous knock-on effects on the world economy”.
Presenter Jenny Hammond and Zak Mir also shed light on Softbank’s decision sell part of the newly acquired British chip maker Arm to its Saudi-backed investment fund.
Also discussed in the segment is - Trade idea, Oanda forex market sentiment, Gold & S&P500 view technical view from Investors Intelligence/Coe report and Broker Recommendations.
Will HSBC drop as suggested by the bearish price-RSI divergence on the weekly chart? - Watch Mir discuss the outlook for HSBC.
UK, #equities, #indices, #stocks, #China, #economy, #trading, #technicals,# fundamentals, #macro, #forex, #commodities
Deutsche Bank ditched the original turnaround plan and approved new measures - plans to raise about $8.5 billion in a share sale, selling a piece of the asset-management business and abandoning the sale of the consumer-banking unit.
Panmure Gordon Senior Market Commentator David Buik joins us to discuss whether these measures will mark the turnaround in Deutsche Bank’s fortunes.
Also discussed is whether Trump would make America wait for a long time as congress is unlikely to approve the watered down version of banking regulatory acts.
For Buik, UK Budget is as good as a non-event.
DeutscheBank, #Banks, #Germany, #UK, #US, #Trump, #UK #Budget, #macro, #fundamentals, #markets
Scott Grant from London South East joins us to discuss most traded stocks: Ascent Resources, Solo Oil, most discussed stocks: Premier Oil PLC, Ascent Resources.
Also discussed is Independent Resources’ transition to ‘Echo Energy’, Share Views and Investor Event.
LSE, #stocks, #equities, #UK, #trading, #markets, #AscentResources, #SoloOil, #PremierOil, #IndependentResources, #EchoEnergy
Legendary Investments Executive Chairman Zafar Karim updates Tip TV viewers about the Virtualstock portfolio company. Legendary owns 7.0% of Virtualstock.
Karim talks about Virtualstock’s clientele which includes names like the NHS, Tesco PLC, J Sainsbury PLC's, Argos and MapIin.
Also discussed is Legendary Investments' strategy, which involves investing in growth stocks. Tip TV’s Zak Mir compares it to long Out-Of-The-Money Call option.
LegendaryInvestments, #Virutalstock, #UK, #business, #economy
Will Fed ignore the anemic wage growth and hike rates three times this year? James Hughes, Chief Market Analyst at GKFX believes Fed would want to see a healthy and a steady growth in wages before it really puts the pedal on the metal.
Friday’s coming wage growth figures are important, but may not necessarily stop the Fed from pushing rates higher next week.
Also discussed in the segment is-
Is the pull back in the S&P500 is a technical correction or is it being driven by heightened rate hike bets?
Gold trapped between bullish crossover between 50-DMA and 100-DMA and 200-DMA resistance
Dutch Elections hold the key for Europe. Victory for a right wing party could boost the odds of Marine Le Pen victory in French Elections
markets, #equities, #trading, #macro, #Fed, #interestrate, #wages, #inflation, #gold, #commodities, #preciousmetals, #technicals, #fundamentals, #Dutch, #France, #UK, #US
Independent Market Analyst Matt Brown says the FTSE 100 lacks direction and seems to be going nowhere in the dull market and ahead of what promises to be an equally dull UK budget on Wednesday.
Listen to the full segment to know why big UK miners are likely to outperform small miners.
Also discussed in the segment is - Dow Jones and Gold technical view from Investors Intelligence, Trade idea, Oanda forex market sentiment and Broker Recommendations.
UK, #equities, #indices, #stocks, #mining, #miners, #trading, #technicals, #fundamentals, #macro
Listen to James Huckett, Senior Sales Trader at Hobart Capital Markets discuss the details of the bearish report on Mitie Group from Jefferies and Berenberg Bank’s bullish take on Travis Perkins.
Mitie Group PLC was downgraded by equities researchers at Jefferies Group, LLC to an “underperform” rating in a research report issued today. The stock is down 6.6% at 196 levels.
Meanwhile, Berenberg Bank lifted Travis Perkins to ‘Buy’. The stock is up 2.36%.
UK, #stocks, #equities, #trading, #investing, #fundamentals, #MitieGroup, #TravisPerkins
Are you looking forward to Wednesday’s UK Budget Statement? If yes, then this is a must watch segment as Kallum Pickering, UK Economist at Berenberg discusses what may or may not come through from the Budget Statement.
Optimists would be disappointed to know that budget is unlikely to offer anything that would significantly boost consumption/domestic demand.
Pickering also talks about business rates, private and public sector spending and less need for borrowing, given the economy has held up well in the post referendum period.
Real rates to remain negative in the US
Coming to the Fed rate hike saga, Pickering says the Fed is good to go and aptly points to the fact that despite three rate hikes this year the real rates would still be negative.
UK, #budget, #macro, #economy, #fundamentals, #Fed, #centralbanks, #interestrate, #US
Freelance Business Journalist and Editor of Betaville Website Ben Harrington says talks about how the Standard Life and Aberdeen merger story broke over the weekend and potential knock on impact. Speculation is mounting that other listed asset managers will also be forced consider defensive M&A deals.
Watch the full segment to know if it is a merger or a takeover of Aberdeen by Standard Life.
Other key M&A deals discussed in this segment are -
· Pollen Street leads move to buy back Shawbrook · Peugeot maker PSA agrees to buy GM's Opel in $2.3 billion deal · Speculation around Restoration Hardware
M&A, #UK, #business, #StandardLife, #Aberdeen, #UK, #US, #macro, #equities, #RestorationHardware
Tony Cross, Market Analyst for toptradr, says the S&P 500 is massively overvalued and so is the Dow. “There is a lot of froth in the market”, he adds. Cross also talks about the prop desk’s AUD/USD trade and mentions the top trader of last week - Justin Peat.
S&P500, #indices, #trading, #markets, #toptradr
People with financial issues are more likely to suffer from mental health problems. The opposite can be said as well - People with mental health problems are three times as likely to be in debt.
Guy Shone from Explain The Market says, “One in four are likely to suffer from mental health problems this year. And this is largely associated with financial issues."
In this segment, Shone explains how we could break the vicious cycle of financial issues and mental health problems. Shone talks about ‘Money and Mental Health’, a private body that puts problems faced by individuals in front of industries and attempts to break the vicious cycle.
finance, #UK, #stress, #mentalhealth, #business,#ExplainTheMarket
Clem Chambers, Founder of ADVFN, is bullish on the European banks as he feels the banks being a sort of a financial military, are likely to benefit the most from a potential trade war between Europe and US.
Chambers says things cannot get worse at Deutsche Bank and the latest measures/change in strategy could lead to a turnaround.
Is the inflation scare for real? Listen to Chambers take on rising inflation.
banks, #trading, #DeutscheBank, #Germany, #Europe, #US, #stocks, #equities, #markets, #inflation, #economy, #indicator
Tim Harrison, Head of Wealth Management at Linear Investments talks about the biggest M&A news - Standard Life to buy Aberdeen in $4.5 billion stock deal and Vauxhall-Opel sold by GM to Peugeot-Citroen.
Harrison says the Standard Life and Aberdeen deal is a sign of desperation! And adds, “More nimble… human driven asset management still has future”
About Snap IPO - Harrison says it will be interesting to see other Unicorns follow suit. These are interesting times, but I am starting to get nervous, he says.
M&A, #StandardLife, #Aberdeen, #Vauxhall-Opel, #GM, #Peugeot-Citroen, #markets, #trading, #equities, #macro, #fundamentals, #business, #UK, #US, #Europe
Is Trump being Trump again? Over the weekend Trump claimed that his predecessor, Barack Obama, wire tapped his phones at Trump Tower ahead of the 2016 election.
Independent Market Analyst Matt Brown, Presenter Jenny Hammond and Tip TV’s Zak Mir discuss whether Trump’s claims could hold ground.
Key points
Brown believes Standard Life and Aberdeen deal would do well for both companies Mir points to a potential bull trap on the Russell 2000 index
Also discussed in this segment is - Broker Recommendations, LSE deal, trade of the day
Trump, #M&A, #stocks, #equities, #trading, #markets, #macro, #fundamentals, #UK, #US
Has Snap IPO opened doors for other ‘Unicorns’ to go for an IPO? Snap, which posted a net loss last year of $515 million, even as revenue climbed almost seven fold, has some things to prove.
In today’s opening segment, John Mills, Economist, Entrepreneur, Political Commentator and Chairman, JML draws parallels between the Unicorns Boom and the Dot com bubble.
Mills also talks about the interest rate going higher in the UK and the resulting drop in the demand for the UK gilts.
Also discussed in this segment is - Broker Recommendations, LSE deal, Trade of the day.
Snap, #Unicorns, #tech, #stocks, #equities, #trading, #markets, #macro, #fundamentals
Steve Larratt, Share Research Business Analyst from Share Talk talks about the potential for stellar growth in Red Rock Resources both business wise and in terms of share price. Also discussed is the update from Regency Mining.
RedRockResources, #RegencyMining, #stocks, #equities, #UK, #exploration, #fundamentals, #ShareTalk
A macro musings segment with Chris Justham, Relationship Manager at Seven Investment Management, which includes discussion on-
· Yellen speech due later today · Rising inflation and what it means for the world economy · Talk of ECB QE Taper, Assets/Sectors that could do well if Marine Le Pen wins French Presidential Elections and · Last but not the least the Trump trade
Justham says the rising inflation squashes the concept of ‘New Normal in the global economy’.
inflation, #ECB, #macro, #economy, #fundamentals, #centralbanks, #Fed, #ECB, #interestrates, #QE, #trading, #markets, #equities, #forex, #currencies
Alistair McQueen, Head of Savings & Retirement at Aviva, joins us to explain what pension automatic enrollment means and how this may affect the pension landscape.
McQueen stresses the need to save more as life expectancy continues to improve in the UK.
He says employer and employee participation rates in the automatic enrollment scheme is encouraging, the challenge now is to get employees to save more than the minimum contribution rate that is expected to rise to 8% (total) by 2019.
pensions, #UK, #savings, #economy, #Aviva
While Trump’s economic plan - high spending, less taxes - does raise prospects of the debt crisis, it surely could be a blessing in disguise for Fed.
Today’s guest on Trade.com segment, Jeremy Stretch, Head of FX at CIBC believes Fed has the opportunity (amid ongoing Trump trade) to move away from being behind the curve by citing rising inflation expectations.
Host Bill Hubard, Chief Economist at Trade.com the future course of actions for the major central banks, outlook for the FX markets and the factors that could derail the Fed optimism.
Fed, #interestrate, #centralbanks, #forex, #currencies, #trading, #markets, #fundamentals, #macro
Ken Odeluga, Market Analyst at City Index explains the bullish technical set up on the Stoxx 60 index and then goes on to describe Caterpillar is “the anti-Trump trade”.
A strong dollar is undesirable for Caterpillar. Will it continue to scale new heights? Will Stoxx 600 capitalize on the bullish breakout? Listen to the full segment for answers.
#Caterpillar, #Trump, #stocks, #equities, #US, #Europe, #Euro #Stoxx600, #indices, #technicals, #trading, #markets
March rate hike is looking more likely with each passing day, given the record highs in the stock markets, rising inflation and relative calm across the globe.
Even markets look ready for a 25 bps hike, which is evident from the CME data rate hike probability at 70%.
However, “weak wage growth figures for February due for release next Friday could easily derail the March rate hike plans”, says James Hughes, Chief Market Analyst at GKFX.
“Trump isn't being Trump... is a relief for the markets”, Hughes adds.
Other key topics discussed in this segment are - Record rally in the US stocks, sideways/choppy action in the USD index.
Fed, #interestrate, #ratehike, #Wages, #US, #indicator, #economy, #macro
The highlight of today’s opening segment is Alessio Rastani’s Elliot Wave Analysis of the S&P 500. Rastani from LeadingTrader.com says the 5th wave higher is nearing completion and one could initiate short positions in the range of 2390-2400.
“Traders should look out for bearish divergence,” says Rastani. He also talks about this outlook for EUR/USD.
Also discussed is Broker Recommendations, trade Idea, Oanda Forex market sentiment, economic calendar and most popular stories in business/finance.
S&P500, #indices, #stocks, #equities, #trading, #ElliotWave, #trading, #markets, #investing, #forex, #commodities, #technicals, #fundamentals, #macro
Saif, Quantitative Trader at DARWINEX (@integracore2) shares the exact reasons that compelled him to choose DARWINEX as his trading platform of choice, and why it's only a matter of time before everyone else does too.
He believes DARWINEX has disrupted the retail trading industry completely, and allowed - otherwise unheard of - talented retail traders to legally attract meaningful levels of investor capital, without compromising their intellectual property, all the while enjoying the benefits of trading with an FCA Regulated, True DMA, Agency-Only broker.
Join the DARWINEX Trader Movement: http://www.darwinex.com/?utm_source=tiptv&utm_campaign=why-darwinex&utm_medium=video-interview&utm_content=why-traders-should-choose-darwinex
There is widespread belief that Le Pen victory in French elections would be a third major shock to the financial markets after Brexit and Trump and big blow to Euro project.
Which could be the worst performing Forex pair if Le Pen wins?
Jeremy Stretch, Head of FX at CIBC, says Asian investors could dump Euro denominated assets following Le Pen’s victory in French election, thus leading to a sharp drop in EUR/JPY cross.
Also discussed in this segment is -
Cable’s range bound action and the potential for a break below 1.20
Is Sterling a mini-USD? Is it tied to US dollar/interchangeable?
GBP/USD, #Cable, #forex, #currencies, #trading, #markets, #fundamentals, #USD, #LePen, #EUR/JPY, #politics
Former UK PM David Cameron has said that Bitcoin and Blockchain technology have the potential to improve both financial inclusion and government transparency.
Has Cameron oversold on future prospects of Blockchain and Bitcoin or is there a long-term value here?
To know more, we talk to Charlie Morris, Fund Manager at Newscape Capital Group, who says the technology is still far behind Visa or Mastercard but does have the potential to make it big in the future.
Morris also talks about Snap IPO and its entry into entering the digital advertising market where the incumbents are two powerful behemoths: Facebook and Google.
The segment concludes with a discussion on Trumpenomics - lower taxes, higher spending. Morris calls it as Reganomics and explains whether the model is sustainable in the long-run.
blockchain, #Bitcoin, #Trump, #economy, #fiscalspending, #taxes, #Snap, #Snapchat, #ipo, #markets, #trading, #equities, #investing, #fundamentals, #technicals
Oanda Senior Market Analyst Craig Erlam says gold has established a new trading range of $1240-$1260 and a potential downside break would spell trouble for the bulls.
Erlam is surprised by markets’ tolerance to Trump’s rhetoric and lack of detail. He also presents his view on USD/JPY and EUR/USD pair.
gold, #preciousmetals, #commodities, #trading, #technicals, #markets, #fundamentals, #macro, #forex, #currencies, #USD/JPY, #EUR/USD
Trump was once again high on rhetoric and low on substance, If so, why are markets trading higher?
In today’s opening segment, Independent Market Strategist Matt Brown and Tip TV’s Zak Mir discuss market reaction to Trump speech, sharp rise in the Fed rate hike bets and Green’s BHS pension hole plug.
“Trump was low on detail, high on enthusiasm and was optimistic”, says Independent Market Strategist Matt Brown.
Also discussed is - The Coe report - S&P health care index, Oanda Forex market sentiment, trade idea and broker recommendations.
Trump, #US, #economy, #markets, #macro, #trading, #investing, #stocks, #equities, #forex, #currencies, #commodities, #Fed, #interestrate
Clive Lambert, Director at FuturesTechs details the technical set up on Forex majors - EUR/USD, GBP/USD and USD/JPY - which suggest the American dollar is set to regain poise.
Key points
EUR/USD - Break below 1.0527 could yield sell-off to 1.0450-1.0350
GBP/USD - Below Feb low of 1.2350, support at 1.22360, 1.2140 stands exposed. Re-test of area around 1.20 cannot be ruled out as well.
USD/JPY - Bullish above 113.78 could test 115.50-118.50.
USdollar,#USD, #EUR/USD, #GBP/USD, #USD/JPY, #forex, #currencies, #trading, #markets, #technicals
Simon Wajcenberg from K1T Capital details the views of market experts - David Stockman, Peter Schiff and John Hussman - on markets under Trump Presidency, which are anything but positive.
The big three see debt crisis, financial market crash and Fed’s QE 4 later this year. Wajcenberg also lists Trump’s bankruptcies in the past and says the seventh one could be coming soon.
How about investing in stocks with a confluence of bullish fundamentals and technicals?
In this segment, Dr. David Paul, Managing Director of VectorVest presents three small cap rockets - Just Retirement, On the Beach and Morgan Sindall, which are expected to fly. The stocks are undervalued as per fundamental studies and boasts of bullish technical setups.
Watch the full segment for the key levels in the small cap rockets and for Paul’s view on broker markets in the UK and US.
LSE-Deutsche Boerse deal is almost dead. Did European regulators torpedo the merger of the continent’s two biggest exchanges? Or did UK politicians play the spoil sport?
Panmure Gordon’s Senior Market Commentator David Buik sheds light on what could have gone wrong in the LSE-Deutsche Boerse deal. He says, “Both bourses are still very strong stand alone possibilities and both could merge with other counter parties - NASDAQ, ICE/NYSE and CME.”
Buik adds, “CME liaison with the LSE would offer greater scope to other international futures and derivative markets” and thus would strengthen London’s appeal. Buik also talks about government’s new rules on personal injury claims.
Tesco is demoting 1,600 managers at its stores and cutting their pay. It will replace the lost jobs with 3,300 lower-ranking shift manager positions.
Rhodri Philips, City Editor for The Sun sheds light on the John Lewis’ motive behind this unique way of job creation. Is he preparing the company for the takeover of Booker, which is expected to cost GBP 3.96 billion?
On housebuilders
“The housing sector is going great guns”, says Philips while talking about the upbeat numbers from Taylor Wimpey.
On FTSE 100 reshuffle
Philips expects Easy Jet and Dixons Carphone to get a boot.
Clients are happy to see the FTSE 100 at 7300, but don’t see any reason to push the index to fresh record highs, says Spreadex Financial Analyst Connor Campbell. The index is in a sort of no man’s land of late.
Of critical importance is a Campbell’s point that the inverse relationship between Pound and FTSE 100 has weakened somewhat in the recent times.
Forewarned is forearmed: Footsie may not cheer potential GBP weakness following UK PMI data releases later in the week.
Also discussed is -
Dow outlook: It’s all about Trump’s speech. The index could deflate if Trump keeps mum on the details of the fiscal stimulus plan
ITV: Buying interest seen around the 2 pound mark
Merlin Entertainments: Buying interest seen around 4.9-5.00 Pound mark. Shares have rallied sharply, hence pull back on weak earnings cannot be ruled out
Capita: Buying interest seen around 550 mark. Could fly as sentiment is overtly bearish.
#FTSE100, #Dow, #indices, #trading, #markets, #US, #UK, #equities, #stocks, #ITV, #MerlinEntertainments, #Capita, #fundamentals, #earnings, #macro
Stefania Barbaglio, from London South East details the bullish fundamentals of Solo and Aminex and stresses the need to be patient with these stocks. She informs viewers that production testing has started at Ntorya-2 well. Also discussed is the outlook for Saffron Energy.
Solo, #Aminex, #SaffronEnergy, #stocks, #equities, #trading, #markets, #UK
Ben Harrington, former M&A and Markets Editor at The Daily Telegraph, joins Zak Mir to discuss some of the big deals. Today, Ben is talking about the LSE / Deutsche Borse transaction, a potential break up of Unilever and suitors for American fund manager Legg Mason.
Argus Research President John Eade says President Trump is likely to shed light on the details of the tax cuts/fiscal spending programme during his address to congress on Tuesday, but adds the actual plan is unlikely to come through before summer/early fall. Eade also details the Argus business model.
On Snap IPO: John sees a great first day for Snap shares following which it will either go Facebook way or Twitter way. He believes there is a lot of pent up demand for the Unicorns.
On Stocks: Eade says it is always essential to have defensives in the portfolio. He is in favour of dividend growth stocks for now.
On Earnings: The trend is looking upwards.
#macro, #business, #trading, #markets, #equities, #stocks, #investing, #Trump, #tax, #fiscalpolicy, #dividend, #earnings, #cyclical, #yield
It is uncanny for oil prices to trade range bound for so long… especially after OPEC and non-OPEC output cut deal. Gaurav Sharma, Business Editor, International Business Times UK joined Tip TV's Zak Mir on today’s Finance show to explain the conundrum.
Sharma details the tug of war between OPEC and Shale that is keeping the prices range bound. On one hand, we have OPEC & non-OPEC output cut deal that is supporting prices, however, on the other hand, increasing US oil output is playing the spoil sport.
Still, markets are betting on an upside break. Sharma takes note of the bullish positioning in the oil benchmarks. Net long positions in WTI hit record high last week. The situation is no different across the pond.
As per Sharma, a serious bullish event for oil markets would be another six month extension of the OPEC deal. “$50 is the price level that keeps everyone happy”, says Sharma while concluding the segment.
Listen to the full segment to know the potential winner of the ongoing tug of war.
oil, #trading, #commodities, #energy, #macro, #OPEC, #Shale, #non-OPEC, #supply, #demand, #fundamentals
"It’s not an easy market to trade - there is a lot of weariness over when the equity market is going to end, the fundamentals are really confused”, says TopTradr’s Tony Cross while explaining the best traders and winning/losing trades of the last week.
Cross discusses the Gold trade and SPX/USD trade, which suggest the markets are running out of patience with Trump and his promised massive tax reforms that haven’t materialised.
toptradr, #gold, #SPX/USD, #commodities, #preciousmetals, #trading, #markets
LSE-Deutsche Boerse deal is almost dead and yet again political influence may have played spoil sport. Clem Chambers, Founder of ADVFN assures viewers that we are heading towards ‘deal mania’ and a couple of fall outs won’t affect the broader picture.
Find out if Chambers is still bullish on equities? He does see the risk of Trump falling short of the expectations on the fiscal front.
Also discussed are the prospects of a Scottish referendum.
UK, #business, #macro, #trading, #economy, #M&A, #markets, investing
GBP/USD was offered in Asia on Scottish referendum fears. Tip TV’s Zak Mir says the Pound has dropped, but the recent trading range is still intact. Presenter Matt Brown and Mir also discuss the possible reasons for a fall out of LSE-Deutsche Boerse fallout.
What if Trump disappoints on fiscal/tax front? - Check out the full segment for answers.
#markets, #trading, #equities, #stocks, #commodities, #forex, #currencies, #LSE, #DeutscheBoerse, #M&A, #business, #macro, #fundamentals, #GBP/USD
Steve Larratt, Share Research Business Analyst at Share Talk, says Rose Petroleum has a very high chance of success, given its multi-asset natural resource business. The company has - a 75% working interest Paradox Basin, Utah, USA, Mining base in Mexico and the USA and a third potential asset; a project in Cuba based around the processing and manufacturing of gypsum.
Also discussed is a company called WideCells.
RosePetroleum, #mining, #oilandgas, #exploration, #equities, #trading, #investing, #UK
In today’s edition of Watson’s W.I.F.I, Peter Watson takes note of Germany’s growth rate, troubles in Spain re Catalonia and security concerns ahead of Dutch elections, Tesla issues in cobalt and falling Hong Kong subsidies.
The segment concludes with Watson showing us how to say it with cash to your significant other.
Watson’sW.I.F.I, #Germany, #markets, #economy, #politics, #macro, #fundamentals
What stopped EUR/USD from dropping below 1.05? Was it due to markets buying Euro or selling USD? What drove the German 2-yr yield to record lows?
In an interview with Tip TV, Marc Ostwald, Strategist at ADMISI says the Euro’s recovery was partly aided by drop in French election uncertainty and partly due to markets questioning the ‘Trump trade’.
Ostwald also explains the disconnect - rising French government bond yields & lacklustre action in the iTraxx crossover index, a closely watched gauge of sentiment in the credit markets.
Are markets over worried about Le Pen victory? Listen to the full segment as Ostwald details the hunt for insurance.
Euro, #EUR/USD, #forex, #currencies, #markets, #macro, #fundamentals, #bondyields, #corporatecredit, #Europe, #trading
Tip TV’s Zak Mir and Matt Brown take a look at the situation at the RBS. The troubled lender posted a ninth straight yearly loss today.
Also discussed in this segment-
Bullish short-term, medium-term view of the US markets by Investors Intelligence Oanda FX market sentiment Potential for a rebound from the trend line support in the S&P 500 energy index The trade of the day - Sell Victrex Broker Recommendations
markets, #RBS, #banks, #UK, #stocks, #equities, #earnings, #fundamentals, #macro, #forex, #commodities, #US
Tom Britton, CTO and Co-Founder of SyndicateRoom talks about Fund Twenty8 - A unique Enterprise Investment Scheme (EIS) tracker fund which uses technology to harness investment decisions.
The USP of the fund is - it is open for retail investors and offers tax relief.
The other key topic discussed is “rise of the growth hunters” - a report which talks about the huge wealth creation in the UK in 2018 from investing in early stage companies.
Fund Twenty8, #SyndicateRoom, #EIS, #fund, #investing, #markets, #MasterInvestor, #UK
Federico Bentley, Sales Trader at Ayondo talks about Risk Score in copy trading: a numerical value which helps understand the exact risk one is taking on with every trading decision.
Bentley talks details the trading activity/style of two traders - Fxprofessional (high risk score) and Janhe (low risk score).
Listen to the full segment to know the merits and demerits of following a trader with high/low risk score.
trading, #markets, #socialtrading, #copytrading, #riskscore, Ayondo
In an interview with Tip TV, Nicole Elliott, Technical Analyst & Private Investor, details the technical and fundamental pointers of the Copper market, which suggests inflation could continue to rise this year. Good news for AUD bulls!
Key points
Copper could rise to $8000/tonne
Nickel is trading at a fraction of its peak. Could Target $15000 or even $20000 in next 6 months.
Zinc could rise from current $3000 market to $4000 mark quite quickly
basemetals, #copper, #nickel, #zinc, #commodities, #trading, #technicals, #fundamentals
Richard Perry from Hantec Markets says Euro is in the driver’s seat as far as the Forex markets are concerned and looks bearish given the political uncertainty in France.
Perry talks technical patterns/set up on EUR/USD, EUR/JPY and EUR/GBP chart.
Find out if EUR/GBP is set to break below the head and shoulder neckline levels in the near future.
EUR, #EUR/USD, #EUR/JPY, #EUR/GBP, #forex, #currencies, #trading, #markets, #technicals, #macro, #politics, #France
Jane Foley, Senior FX Strategist at Rabobank believes the Fed could hike rates in June and stresses the need for Fed to be more reactive given that the fiscal policy is likely to be in the driver's seat now.
Listen to the full segment to know:
If Yellen & Co. would back track from the December's hawkish view
Is EUR the most accurate barometer of the risks associated with French elections?
Why is the market reluctant to push the EUR/USD pair below 1.05?
Fed, #interestrates, #forex, #currencies, #EUR/USD, #USD, #centralbanks, #macro, #fundamentals, #trading, #markets
Fed minutes released overnight revealed policymakers see rates going higher “fairly soon”. Does it mean the March Fed meeting is “Live”? Or rate hike would happen in June?
Tip TV’s Zak Mir believes one reason the rates are not going higher is due to fact that the Dollar has strengthened so much.
Mir and Presenter Jenny Hammond also discuss trade idea - Buy Barclays, Broker Recommendations and Anglo American’s decision to halt asset sale strategy.
Fed, #interestrates, #USdollar, #USD, #centralbanks, #forex, #currencies, #trading, #stocks, #equities, #markets, #technicals, #macro, #fundamentals
Roy Kaitcer, Investment Manager at Redmayne Bentley says he is more comfortable now in having UK banking shares in his portfolio. Apart from banking stocks, Kaitcer says one should look at Trump Bump laggards - essentially the defensive stocks that have under performed cyclical during the Trump rally. Kaitcer talks to Tip TV’s Matt Brown.
Kaitcer also shares his opinion on FTSE 100 and the low volumes in the US markets.
UK, #stocks, #equities, #FTSE100, #indices, #banks, #defensives, #trading, #investing, #macro, #fundamentals, #Trump
Ian Mann from ECSC group explains to Tip TV viewers about the new EU law - General Data Protection Regulation that is set to be accepted as the UK law and how the cyber security company is best positioned to benefit from it.
”Brexit won't derail GDPR in the UK so non-compliance is not an option”, says Mann and adds that companies will have to ensure they approach data protection by "design and default".
Mann details the company’s finances, diversified client basis and outlook for the future.
ECSC, #cybersecurity, #GDPR, #markets, #UK
Bryan Noble, Founder or Trader Noble says the clients need to follow the ‘Opinion Email’ blindly and avoid looking at the tick/screen. Through his blog, Noble aims to teach and share with active/student trader his extensive knowledge of the markets.
TraderNoble, #trading, #markets, #equities, #technicals, fundamentals
In an interview with Tip TV, Shaun Richards from Not A Yes Man Economics explains the Bank of England’s deflection strategy with respect to inflation, growth, housing market and interest rates. Richards believes the bank would want to and find every little reason to cut rates, but says it will be tough given the strong economic numbers.
BOE, #UK, #interestrates, #monetarypolicy, #macro, #Carney, #centralbanks, #inflation, #GDP, #housingmarket
Neal Kimberley, Currency Analyst for ActivTrades says there are more reasons to sell the Euro than buy Euro, but adds that exporter demand is seen in EUR/USD in the range of 1.0450-1.05.
The steady drop in the EUR/USD is not a strong dollar story, but is a weak EUR story, which is evident from the weakness in the EUR crosses, most notably in EUR/GBP, EUR/JPY.
Kimberley says, “Farther we (UK) get from Europe (Brexit), the stronger would be the appeal of Pound as a reserve currency”.
Listen to the full segment as Kimberley offers insights into the central bank activity, exporter/importer activity in the FX markets, coupled with fundamental and technical pointers.
EUR/USD, #EUR/GBP, #EUR/JPY, #EUR/CHF, #forex, #currencies, #trading, #GBP/USD, #trading, #reservecurrency, #markets
French election uncertainty and the widening Franco-German yield spread is in the driver’s seat as far as EUR/USD exchange rate is concerned.
Mike Ingram, Strategist at BGC Partners, calls the French Presidential Election a “a three-horse race” and explains the bearish impact of the widening Franco-German bond yield spread and the rise in the French 2-yr credit default swap on the EUR/USD pair.
Ingram also takes a close look at the tight correlation between the EUR/USD pair and EUR/USD 2-year currency basis swap.
Ingram is joined by Shaun Richards from Not A Yes Man Economics and Tip TV’s Zak Mir.
France, #Frexit, #elections, #macro, #EUR/USD, #bonds, #yield #curve, #forex, #currencies, #trading, #markets, #commodities, #equities, #stocks, #Fed
Fever-Tree shares are up 4% at record highs today after RBC initiated ‘outfperform’ rating and Benenberg upgraded its target price.
Jim Huckett, Senior Sales Trader at Hobart Capital Markets points to a scope for further rally in the shares as the company eyes dark spirit mixer growth.
Fever-Tree, #darkspirits, #trading, #equities, #markets, #fundamentals, #equities, #UK, #investing
Mike Ingram, Strategist at BGC Partners, says Fed minutes could sound hawkish, although it remains to be seen if it would result in a sustained rise in the rate hike bets.
Watch the full segment know what one should watch out for in the Fed minutes due later today.
Also discussed in the segment is - trending topics in finance/business, Oanda forex sentiment, trade idea and broker recommendations.
macro, #forex, #currencies, #trading, #markets, #commodities, #equities, #stocks, #Fedminutes, #interestrate, #fundamentals, #investing
Saif, Quantitative Algo Trader at Darwinex, is a staunch believer in superiority of Quantitative Analysis over Technical Analysis.
Saif says techies deal with the visuals and is subjective, while Quants deals with statistical studies and hard facts. He adds further that Quants are also superior from scalability perspective.
Watch the full segment to know if Quants are more superior to Technical Charts when it comes to entry levels. The segment is hosted by Tip TV CEO Nick Batsford.
trading, #equities, #technicalanalysis, #quantitativeanalysis, #markets, #Darwinex
In an interview with Tip TV, Paul Renken, Senior Geologist and Mining analyst at VSA Capital says, “Protectionist environment is good for commodities”.
So now we know, all is not lost if there is a way of protectionist policies across the globe. Renken also paints a rosy picture for commodities/miners in 2017. The only risk he sees is a potential instability in the ‘frothy’ US markets.
Renken believes the turnaround in BHP Billiton’s fortunes is a product of higher commodity prices and company’s cost cutting efforts.
Listen to the full segment to know if Glencore will mimic the stellar numbers produced by BHP Billiton and Anglo American.
mining, #BHPBilliton, #AngloAmerican, #Trump, #fiscal #spending, #commodities, #mining, #protectionism, #trading, #markets, #investing, #Glencore, #UK, #stocks, #equities, #macro, #fundamentals
Panmure Gordon, Senior Market Commentator, David Buik says it is ludicrous on the part of Chairman Douglas Flint to have blamed the vagaries of BREXIT, Donald Trump and the French election on HSBC’S indifferent performance.
Weak Pound didn’t help HSBC either, nor did its strong Asian base came to the rescue.
Also discussed in the segment is the earnings preview for other UK banks and Snap’s IPO road show in London.
HSBC, #SnapInc, #banks, #earnings, #UK, #Lloyds, #fundamentals, #macro, #investing, #trading, #equities
According to British MPs, President Trump will be able to detect May’s desperation for a US-UK trade deal.
Matt Brown, Independent Market Strategist and Tip TV’s Zak Mir believe the UK is on a weak footing and it needs a trade deal with the US. “It’s all about the trade deal”, says Brown.
Also discussed is BHP Billion’s decision to boost interim dividends, broker recommendations, trade idea and Oanda forex market sentiment.
Trump, #May, #US, #UK, #tradedeal, #BHPBilliton, #stocks, #politics, #macro, #economy, #markets, #trading, #investing, #stocks, #equities, #commodities, #trading
The fact that bond aren’t collapsing (yields rising) so far in the trump rally/Trumpflation is supportive of the Trump rally seen in the equities, says Matthew Yeates, Quantitative Investment Manager at 7IM.
Essentially restrained bond yields are proving to be a blessing in disguise. But what would happen if Trump delivers at the top end of the expectations, resulting in a massive spike in inflation expectations and bond yields? Will the equities crash in response to sharp spike in yields?
Watch Yeates, Trip TV Presenter Zak Mir and Presenter Jenney Hammond discuss the changing dynamics/relationship between related markets - inflation, stocks, and bonds.
inflation, #indicator, #macro, #economy, #trading, #fundamentals, #equities, #stocks, #bonds, #yieldcurve, #investing, #US, #UK, #indices, #Trumptrade
Accendo Markets Head of Research Mike Van Dulken presents his bullish view on Antofagasta, talks Lloyds Bank earnings expectations in the wake of a rising channel on the daily chart and end the segment with a look at the oil markets, which have been marred by increasing US oil supplies and sideways price action.
Key points to watch out for - Upside potential in Antofagasta, Rising channel resistance on Lloyds Bank.
Antofagasta, #LloydsBank, #miners, #UK, #banks, #trading, #equities, #stocks, #markets, #oil, #commodities, #energies, #technicals, #fundamentals, #copper, #basemetals
Spreadex Financial Analyst Connor Campbell calls the fourth quarter UK GDP release and Fed minutes release as the key events for the GBP/USD and FTSE 100 market. “Clients have been selling anywhere around 1.25 mark”, says Campbell and talks about a major shift in the sentiment around the FTSE 100 - Clients are buying around 7300 mark… likely because of the banking earnings.
Also discussed is the earnings preview for and client positioning in Lloyds Bank, Barclays and BAE Systems.
Watch the full segment as Campbell details the reasons for the disappointing HSBC numbers.
UK, #banks, #LloydsBank, #Barclays, #BAE ystems, #HSBC, #trading, #equities, #markets, #FTSE100, #Cable, #GBPUSD, #UK, #forex, #currencies, #technicals, #fundamentals #macro
Throgmorton Trust shares have rallied 11 days straight. What’s behind the unprecedented rally?
Phil Thomas, Director of LSE, talks about the new function on the LSE website which lets users track ‘Sequential Risers and Sequential Fallers’. The other sequential riser discussed in the segment is Wincanton.
Thomas also lists Frontier Resources and Premier African Minerals Ltd as the ones to watch out for.
James Hughes, Chief Market Analyst at GKFX believes with a weaker Pound a lot of UK companies have become an attractive proposition for US companies. M& activity is set to pick up pace, given the fact that companies are seeing strong growth and are thus open for potential takeovers.
Hughes agrees with Mir that weak Pound means UK companies… especially the likes of Unilever are an easy prey for US corporations.
BOE’s Carney is set to testify before the treasury select committee. Watch Hughes discuss the key points to watch out for in Carney’s speech.
“Anybody looking for quick bucks in the market should be looking for takeovers”, says ADVFN Founder and Director Clem Chambers. He talks to Tip TV’s Zak Mir and Presenter Jenny Hammond.
Chambers points to an upcoming M&A boom in the UK and talks about Kraft-Unilever fallout, bullish technicals of the broader market and high divi stocks.
markets, #trading, #M&A, #UK, #US, #Kraft, #Unilever, #business, #macro, #trading, #technicals, #fundamentals
Freelance Business Journalist and Editor of Betaville Website Ben Harrington says the fall out of Kraft-Unilever deal has been unprecedented and goes to list the names thrown around on the street as the potential targets for Kraft. The list includes names like Colgate, Reckitt Benckiser, and Coco-Cola.
Other key M&A deals discussed in this segment are - · Allergan to buy Zeltiq for $2.48 Billion · Hologic to buy Cynosure to expand into medical aesthetics for $1.65 billion
Betaville, #M&A, #KraftHeinz, #Unilever, #Colgate, #Reckitt #Benckiser, #Coco-Cola, #Allergan, #Zeltiq, #Hologic, #Cynosure, #stocks, #equities, #UK, #US, #deals
Tony Cross, Market Analyst at toptradr, talks about the fortnightly allocation, top three biggest allocations, best performing traders and winning trades of the last week. The trades discussed in this segment are GBP/USD and SPX/USD.
GBP/USD, #SPX/USD, #forex, #currencies, #trading, #markets, #macro, #fundamentals
Tim Harrison, Head of Wealth Management at Linear Investments, weighs in on the Kraft Heinz and Unilever deal collapse and UK banks. He is joined by Tip TV’s Zak Mir and Presenter Jenny Hammond.
Troubled sectors offer a great bargain hunting opportunity, despite which the M&A activity has remained dull. Harrison explains the reasons for lack of bidders.
Also discussed is RBA earnings and possibility of the UK’s big five finally hitting gold?
KraftHeinz, #Unilever, #M&A, #banks, #RBS, #UK, #macro, #business, #trading, #fundamentals, #earning, #equities, #stocks, #technicals
Britain’s biggest banks will reveal annual results this week. Experts fear more job losses as the big five banks continue to pay for the past sins.
Matt Brown, Independent Market Strategist, believes all but one bank - RBS are likely to publish upbeat numbers. “Rise in the interest rates in future would boost banks’ earnings, says Brown.
Will the dismal numbers from RBS overshadow positive results from the remaining four banks? - Watch Brown, Tip TV’s Zak Mir and Presenter Jenny Hammond discuss RBS results and the potential impact on the share price.
UK, #banks, #trading, #equities, #stocks, #markets, #technicals, #fundamentals, #macro, #RBS, #earnings, #forex, #currencies, #commodities
Budgie Wright, Senior Real Estate Consultant at Barbican Square joins Tip TV’s Zak Mir and Presenter Jenny Hammond to discuss the impact of the shake-up in the business rates on the high street and the property markets.
#UK, #propertymarket, #business ates, #markets, #highstreet, #business
Mike Ingram, Strategist at BGC Partners, Presenter Jenny Hammond and Tip TV’s Zak Mir discuss Tony Blair’s new mission – to change minds of Brexit and whether Trump’s attack on the mainstream media is justified.
TonyBlair, #Brexit, #Trump, #media, #socialmedia, #business, #politics, #UK, #US
Samsung’s bad patch continues after a South Korean court on Friday ordered the arrest of Jay Y. Lee, the 48-year-old head of the Samsung Group on charges of Bribery and Embezzlement. Tip TV’s Zak Mir, Presenter Jenny Hammond and Independent Market Analyst Matt Brown discuss whether Samsung is prepared for CEO vacuum and the possible impact on the stock.
Other key topic discussed is whether the wheels are coming off from Trump wagon. Markets eagerly await the details of Trump’s fiscal plan.
Samsung, Trump Bump, stocks, equities, forex, commodities, macro, US, UK, Korea, trading, investing, technicals
UK retail sales volumes dropped by 0.3% compared with the previous month, well below the 0.9% rise expected. Are consumers starting to crumble in the face of rising inflation?
Marc Ostwald, Strategist at ADMISI, says the pickup in the non discretionary costs is taking a toll on consumption.
Also discussed is the reason for the under performance of the treasury yields despite fresh record highs in the US stock markets, strong US data, and hawkish Yellen.
Is it a yield play or liquidity issue? Would yields spike if Trump presents a watered down version of the Dodd-Frank?
Watch Ostwald explains the nitty-gritty parts of the bond market. The segment is hosted by Presenter Jenny Hammond and Tip TV’s Zak Mir.
UK, #retailsales, #indicator, #economy, #fundamentals, #macro, #treasuries, #yieldcurve, #Fed, #inflation, #markets
Tim Young, Day Trader at Ayondo isn’t particularly worried about the bearish divergence on the technical charts and feels a decisive break above 7300 is likely next week.
He prefers buying FTSE 100 around 7250. Watch the full segment for the Objective and Stop loss levels.
#FTSE100, #technicals, #indices, #UK, #trading, #markets
Steve Larratt, Business Research Analyst at Share Talk explains why Vast Resources is significantly undervalued at the moment. The fact that technicals are in sync with the bullish fundamentals is a sort of icing on the cake.
The other stock discussed in this segment is Tern PLC.
#VastResources, #TernPLC, #stocks, #equities, #trading, #markets, #UK, #fundamentals, #macro, #technicals
Ken Odeluga, Market Analyst at City Index takes a look at the price action and key technical patterns on Rolls-Royce, Cobham PLC and Stoxx 600 futures. The tech talk is supplemented by commentary on earnings.
Odeluga sees a scope for recovery in Rolls-Royce once the critical descending trend line hurdle is breached.
Stoxx600, #Rolls-Royce, #Cobham, #stocks, #equities, #indices, #trading, #UK, #technicals, #markets, #fundamentals, #macro
Bill Blain, Strategist at Mint Partners, explains the divergence between the Global Political Uncertainty Index, which is currently at record highs and the VIX index, which is currently around record lows.
Is the VIX wrong? Or is the Global Political Uncertainty Index up due to scaremongering?
Bill Blain believes as investors we need to accept the new global reality - higher than expected growth rate and a resurgence of inflation.
GlobalPoliticalUncertaintyIndex, #VIXIndex, #markets, #trading, #growth, #inflation, #macro, #fundamentals, #Trump, #Europe, #US, #investing, #politics
Does a bullish hammer on the EUR/USD indicate short-term trend reversal or is the long-term trend still bearish?
The spinning top formation on the USD/JPY points to indecision. Is it a perfect sell setup?
Bitcoin chart is galore of trend lines… is it a market for retail investor or professional trader?
Listen to Eddie Tofpik, Head of Foreign Exchange at ADMISI, discuss the next move in EUR/USD, USD/JPY and Bitcoin (BTC/USD) based on the above mentioned patterns.
EUR/USD, #USD/JPY, #BTC/USD, #Bitcoin, #forex, #currencies, #virtualcurrencies, #digitalcurrencies, #technicals, #candlesticks, #trading, #markets
Talk of Deregulation, fiscal spending in the US has boosted optimism and that is well justified in the short-run, but the question is will it sustain in the long-run, says John Mills, a British entrepreneur, economist and Chairman of JML.
Do deals still need greasing? - Watch Mills talk about ‘The City’ culture - drinking at lunchtime improves productivity!
In today’s London open, Mills talks about Trumpflation, unemployment in France and across Eurozone. Presenter Jenny Hammond and Tip TV’s Zak Mir also discuss economic calendar, Oanda FX market sentiment, Trade idea - sell Sports direct and Broker Recommendation.
#Trump, #markets, #trading, #investing, #deregulation, #equities, #stocks, #forex, #commodities, #gold, #fiscalstimulus, #macro, #fundamentals, #technicals
Watch Rhodri Philips, Business Editor of The Sun, present his take on Mike Ashley’s buying spree - 11% stake in French Connection and talks to snap up US giant Eastern Outfitters.
Philips says “Sports Direct is a stock to watch out for” and adds, “the big five UK banks are looking good as for the first time since 2011 the banks are set to pay more to shareholders than to regulators
TheSun, #MikeAshley, #RhodriPhilips, #SportsDirect, #UK, #Banks, #EasternOutfitters, #stocks, #equities, #business, #investing, #trading, #markets
Watch Rhodri Philips, Business Editor of The Sun, present his take on Mike Ashley’s buying spree - 11% stake in French Connection and talks to snap up US giant Eastern Outfitters.
Philips says “Sports Direct is a stock to watch out for” and adds, “the big five UK banks are looking good as for the first time since 2011 the banks are set to pay more to shareholders than to regulators”.
TheSun, #MikeAshley, #RhodriPhilips, #SportsDirect, #UK, #Banks, #EasternOutfitters, #stocks, #equities, #business, #investing, #trading, #markets
James Hughes, Chief Market Analyst at GKFX, says Trump is more likely to fall short of expectations on fiscal front, given the ridiculous hype; so the resulting financial market instability post announcement of fiscal plans could force the Fed to delay the rate hike.
Essentially the Fed was and is market dependent.
Will Gold rally amid rising inflation expectations? - Hughes says gold has breached key resistance levels today.
Fed, #interestrate, #economy, #monetarypolicy, #indicator, #trading, #fundamentals, #macro, #centralbanks, #gold, #commodities, #dollar, #forex
Juan Colon, CEO of Darwinex applauds FCA’s proposed leverage cap and bonus ban to tame the CFD dragon, but says the dragon needs to be slain and that could be done by listing CFD’s on the exchange.
Watch the full segment to know the plus side and the minus side of the FCA’s measures. The segment is hosted by Tip TV CEO Nick Batsford.
#CFD, #FCA, #UK, #bonus, #leverage, #risk, #trading, #markets, #Darwinex
In an interview with Tip TV, Jim Dodgin, Independent Market Analyst, says the Dow could achieve the magical figure of 22,000 by march-end post which a correction/pull back is likely.
Dodgin adds further that the Dow isn’t likely to top out around 22K, but would rally further.
Also discussed in this segment is the technical set up on German 10-year Treasury weekly chart.
DowJones, #GermanBunds, #treasuries, #yieldcurve, #equities, #trading, #indices, #technicals, #markets, #investing
Neal Kimberley, Currency Analyst at ActivTrades explains how the PBOC’s and SNB’s management of the CNY and CHF exchange rate is in part responsible for the bid tone around EUR. Kimberley also talks about Japanese management of the USD/JPY exchange rate.
A must listen to segment as Kimberley offers an insight into the central bank activity in the FX markets.
EUR/USD, #EUR/CNY, #EUR/CHF, #USD/CNY, #USD/JPY, #forex, #currencies, #trading
Is the March Fed rate hike back on the table? - Watch Zak Mir and Ben Kumar discuss Fed's Mon Pol.
Ben Kumar from 7IM caught with Tip TV's Zak Mir to discuss Yellen’s tough talk on the interest rate and whether it represents the end of the era of central bank dominance.
Yellen said yesterday that it would be unwise to delay the rate hike and added that the rate hike path isn’t dependent on the fiscal plan. That surely sounds hawkish. Kumar and Mir agree that the switch from Monetarism to Fiscalism is indeed happening.
Also discussed in this segment is
The Coe report on Russell 2000 Oanda forex market sentiment Trade idea - Buy GlaxoSmithKline Broker Recommendations
Fed, #Yellen, #interestrate, #Trump, #fiscalstimulus, #monetary #policy, #ratehike, #centralbanks, #macro, #markets, #equities, #forex, #commodities, #technicals, #investing, #trading
Dr. David Paul, MD at VectorVest says a minor pullback in the UK and US equities is likely in the March / April period, but the long-term trend remains bullish. Paul says we are likely to see a strong market over the next 18 months to two years, the technical feel is incredibly strong and the market is based on earnings growth.
What does the rising wedge formation in the UK and US stock markets suggest? - Watch Dr. David Paul detail the technical pattern along with a micro outlook for stocks - Costain Group, Robert Walters, Mondi, Galliford Try plc.
UK, #US, #equities, #VectorVest, #MarketTiming, #valuations, #stocks, #trading, #technicals, #fundamentals, #macro, #Costain #Group, #RobertWalters, #Mondi, #GallifordTryplc
Craig Erlam, Senior Market Analyst says the EUR/GBP looks interesting in the short-term to medium term as the breach of the head and shoulder neckline support around 0.83-0.8350.
Also discussed in this segment -
Is AUD/USD set to rise above 0.77 and test 2016 highs? USD/CAD - What’s the falling tops formation suggesting? Will the Loonie hold 1.30?
AUD/USD, #EUR/GBP, #USD/CAD, #forex, #currencies, #trading, #technicals, #forex, #majors, #markets
Today’s London open includes discussion on Flynn’s resignation and it implications for Trump Presidency and the financial markets. The panel includes Alan Green, CEO of Brand Communication, Tip TV Presenter Zak Mir and Independent Market Analyst Matt Brown.
Green presents techno-funda view on Rolls Royce and Tlou energy. Broker Forecasts, Oanda FX sentiment, Trade idea – sell Johnson Matthey are discussed as well.
stocks, #equities, #RollsRoyce, #TlouEnergy, #trading, #markets, #JohnsonMatthew, #technicals, #macro, #US, #UK, #Trump, #Flynn, #politics, #economy, #macro, #fundamentals
Panmure Gordon Senior Market Commentator David Buik dissects January’s UK consumer price inflation data, which stood at the highest level since June 2014 (at 1.8%), but narrowly missed the estimate of 1.9%.
Buik also presents his take on Rolls Royce, which posted an expected kitchen sink’ set of numbers. Buik says, in the last 3 years Rolls Royce shares have fallen 42%, but are up 20% in the last year… so the recovery has happened, but the road ahead still looks bumpy.”
The segment concludes with Buik explaining what one may expect from Yellen testimony. The central bank chief faces a challenge of anticipating the fiscal plan from the ever predictable President Trump. Buik warns, “the repatriation money (following tax cuts) could go into the pockets of the shareholders rather than into the pockets of blue collar workers”
UK, #inflation, #macro, #CPI, #indicator, #fundamentals, #Yellen, #interestrate, #Trump, #RollsRoyce, #stocks, #equities, #trading, #markets, #investing
Andre Minassian, CEO of Clever Games UK is super bullish gold as he says the value of gold could double or triple in the long run and prefers buying physical gold.
Minassian also sees oil rallying to $100 if the key technical hurdle at $60 is breached. Watch the full segment to know if Minassian sees further rally in the US stocks or a potential for a pull back.
gold, #commodities, #preciousmetals, #oil, #energy, #trading, #fundamentals, #macro, #equities, #indices, #technicals
James Huckett, Sales Trader at Hobart Capital Markets says Virgin Money is a good brand that does not carry the stigma attached to the banking crisis - it’s a good growth story.
On Fidessa: It looks a little toppy.
Drax - Exciting counter from the utility space, a relatively safe bet.
Listen to the full segment to know major investment banks’ ratings for Virgin Money, Fidessa and Drax.
stocks, #UK, #trading, #investing, #VirginMoney, #Fidessa, #Drax, #equities, #macro, #fundamentals, #markets
Scott Grant, Director and Business Leader at London South East (LSE) caught up with Tip TV’s Zak Mir presents special Valentine’s Day picks - companies ranging from Card industry to Diamond industry. Grant’s favourites are Card Factory, Hotel Chocolat, Condor Gold and Petra Diamonds.
CardFactory, #HotelChocolat, #CondorGold, #PetraDiamonds, #stocks, #equities, #UK, #technicals, #fundamentals, #macro
Michael Flynn’s resignation means a rocky start for Trump at the White House, however, “why should the markets care about it”, says GKFX Chief Market Analyst James Hughes and adds further that “Flynn’s resignation doesn’t affect the economy or the fiscal stimulus plan”.
Hughes takes a look at the forex majors - EUR/USD, GBP/USD and talks about Yellen testimony and record rally in the US stocks ”It’s a trend is your friend situation”, says Hughes.
markets, #trading, #equities, #forex, #currencies #EUR/GBP, #GBP/USD, #USD, #US, #Trump, #Flynn, #Yellen, #indices, #investing, #macro, #fundamentals
James Faulkner, Editorial Director at Master Investor informs Tip TV CEO Nick Batsford about Jim Mellon’s bearish view on the UK housing market.
Jim Mellon, arguably the UK's most successful private investor, is an author at Master Investor and sees a 20% fall in the housing values - pretty much across the board but more so in London.
Faulkner also talks about the featured article of the month, which is centered on a company called Syndicate Room.
Listen to the full show to know what’s in the offing in the latest issue of Master Investor.
MasterInvestor, #JimMellon, #trading, #investing, #UK, #housingmarket, #London, #SyndicateRoom
Argus Research President John Eade makes an interesting observation on the VIX index. He says, the volatility index is largely stuck in the range of 12-20 for last four years. Each time it doubles from near 12.00 levels, the US stocks bottom out. Thus, a spike in the VIX would be a buying opportunity in the US stocks.
Tip TV Presenter Matt Brown puts forward a number of questions from US corporate earnings to oil markets and Trump policies.
A must listen to segment for a rookie investor as well as a full time investor/trader.
Key points
VIX at decade lows represents a bit of a bubble OPEC cuts most probably will be offset by the rise in the US output Higher-than-expected US inflation number could yield a pull back in the markets We could have double digit earnings growth very soon
US, #equities, #stocks, #markets, #trading, #investing,#fundamentals, #earnings, #macro, #VIX, #oil, #inflation, #indicator, #OPEC
Matt Brown, Independent Market Analyst joins Presenter Jenny Hammond and Tip TV’s Zak Mir to discuss Co-op Bank’s search for a buyer, Trump-Abe meeting and its impact on the USD/JPY pair, and rising US oil supplies.
Also discussed is the trade of the day - Buy Berkeley Group, Broker forecasts, Oanda fx sentiment chart and bullish Point & Figure chart for Copper.
Co-opBank, #UK, #Trump, #Abe, #USD/JPY, #forex, #currencies, #stocks, #equities, #US, #Japan, #oil. #Commodities, #energy, #trading, #markets, #macro, #fundamentals, #technicals
Tony Cross, Market Analyst at Toptradr talks about the fortnightly allocation, top three biggest allocations, good trader and down trader from the last week.
Amir Samih, last week’s good trader, picked on a short GBP/NZD trade. Meanwhile, Raj Leigh Turner picked on a bad trade - Long GBP/USD. Listen to the full segment as Cross details the best and the worst trade of the last week.
toptradr, #trading, #currencies, #GBP/USD, #GBP/NZD, #crosses
The latest report from Goldman Sachs says oil market could be in deficit in the first half of 2017… Gaurav Sharma, Editor and Oil Analyst at IB Times, agrees with the report, but wonders if the OPEC will lose its discipline and the compliance rate, which as per IEA is currently at record highs, would drop, especially due to the fact that Shale production is rising fast.
Check out the full segment as Sharma and Presenter Zak Mir details the possible oil price action in the future.
Sharma prefers BP over Shell.
oil, #macro, #fundamentals, #OPEC
Ben Harrington, Business Journalist and Founder of Betaville Blog, sheds light on the latest news in the world of Merger & Acquisition. Of particular note is - Co-op Bank up for sale after years of IT problems German drug-maker Stada receiving bids from a couple of private equity firms.
M&A, #UK, #Co-opBank, #Stada, #WilliamHill, #business, #macro
“Trump Bump is long gone and the question now is whether markets will have Trump Bump-II or Trump slump”, says Clem Chambers, Founder of ADVFN and adds further that “I am very, very long and there are two chances in three that we are going to get a very good rally”.
It sounds like we are going to have Trump Bump part II in the markets. However, with Trump at the helm fundamentals sometimes looks shaky, although technicals remain bullish.
Chambers likes Pound, takes note of the European stocks that offer high dividends and talks about Tesla.
#markets, #trading, #equities, #macro, #fundamentals, #UK, #US, #Trump, #technicals, #stocks
Tim Harrison, Head of Wealth Management at Linear Investments says the UK market is clearly at an inflection point and talks about Shire earnings and UK inflation numbers due later this week.
While taking about Shire PLC, Harrison says, “It will be interesting to look under the bonnet of the company, in terms of haemophilia drugs, the mainstay of the business, whether that is growing or whether it is the purely the acquisition that is driving the revenues and profit higher”
Watch the full segment to know if the major factors that could move the markets in the short-term.
UK, #markets, #equities, #stocks, #Shire, #pharmaceuticals, #drugs, #inflation, #indicator, #economy, #macro, #fundamentals, #investing, #trading, #US
Marc Ostwald, Strategist at ADMISI, challenges widespread belief that other central banks would be slow to respond to rising inflation expectations even if the Fed hikes at a faster rate. He is joined by Tip TV Presenter Zak Mir and Matt Brown, Independent Market Strategist.
Key points
Markets are underestimating inflation Trump’s fiscal spending and (potential) protectionist policies could lead to a faster rise in inflation that expected. Fed then would be forced to hike rates at a faster rate leading to USD strength something that Trump administration would not appreciate, thus other central banks may come under fire and would feel pressurised to respond quickly. Trump is trying to overwhelm the system Greek crisis: they have to kick the can down the road before Feb. 20
markets, #investing, #centralbanks, #Fed, #BOJ, #BOE, #ECB, #interestrate, #inflation, #Trump, #macro, #indicator, #economy, #fundamentals, #Greece, #debtcrisis, #Europe, #US, #UK, #politics
Alex Mckinley, Founder of Share Talk and Peter Higgins, Business Manager at Share Talk & Host of Conkers Corner caught up with Tip TV’s Zak Mir to update viewers about the Cardiff Event to be held on Feb 18.
Higgins and McKinley both stress the fact that the event will put spotlight on variety of topics - FinTech, Block chain, Long-term investing. “The aim is to diversify from oil and mining to a host of other topics,” says Higgins.
McKinley also talks about Eco (Atlantic) Oil & Gas and the reason behind the surge in AIM listed shares this year.
Cardiff, #stocks, #investing, #equities, #macro, #fundamentals, #FinTech, #EcoAtlanticOil&Gas, #UK, #markets
Steve Larratt, Business Research Analyst at Share Talk, caught up with Presenter Jenny Hammond and Tip TV's Zak Mir to discuss the latest news and outlook for Aminex (AEX LON), Solo Oil (SOLO LON) Feedback plc (FDBK LON), and Arbuthnot Banking Group (ARBB LON).
Topics discussed
Solo might have to do a fundraising program for the next drilling program Aminex is expected to get brilliant flow tests by the end of the month Feedback is set to publish an update on Texrad Arbuthnot Banking Group - last year in one quarter made enough money to match their market cap! Larratt discusses the outlook for the stock
Aminex, #Solo, #Feedbackplc, #ArbuthnotBankingGroup, #stocks, #UK, #macro, #equities, #trading, #investing, #fundamentals, #Texrad
Kallum Pickering, Senior UK Economist, addresses the ultimate question on everyone’s mind - Will BOE hike rates to counter rising inflation?
“One of the major surprises in the second half of 2017 could be a BOE rate hike”, says Pickering and adds “I see a 30% chance of a rate hike in H2 2017 and my base case scenario is the BOE stays on hold”.
This segment is a complete package as Pickering discusses everything - from Sterling to wage growth to Brexit.
Key points:
Consumers should be able to sustain a strong level of consumption in 2017/2018 despite higher inflation Brexit thing is largely an issue of supply side shock UK Industrial production is likely to creep higher this year The UK trade deficit is likely to narrow this year BOE to hike rates in case of demand pull inflation and would look through transitory factors.
UK, #economy, #macro, #fundamentals, #industrialproduction, #tradebalance, #indicator, #inflation, #BOE, #ratehike, #centralbanks, #monetarypolicy, #Brexit, #politics
Trump has agreed to honour ‘one China’ policy. This is a complete U-turn and the consensus is that it would help stabilise risk sentiment.
Matt Brown, Independent Market Strategist, believes Trump’s phone call with China’s Xi with help ease tensions somewhat, however, it is still too early to rule out trade wars/currency wars with China. Brown also sheds light on the stellar China data released earlier today.
Other key topics discussed in the segment are - Oanda FX sentiment, Italian banks, Outlook for US indices and Broker Recommendations.
#Trump, #China, #US, #politics, #oneChinapolicy, #trading, #markets, #investing, #equities, #stocks, #indices, #forex, #currencies, #macro, #fundamentals, #technicals
Mike Ingram, Strategist at BGC Partners talks about the Trump rally in equities, bond market yields and the inflation expectations as represented by 5 year forward inflation expectations, which now appears to have run out of steam. Ingram points to the reversal in fortunes especially in the inflation linked bonds.
Fed, #inflationexpectations, #value, #growth, #stocks, #interest #rate, #Trump, #macro, #fundamentals, #trading, #investing, #markets.
Guy Shone from Explain The Market talks about the IBM Interconnect 2017 event to be held in the and how it aims to turn the FinTech buzzwords like cloud computing, incognitive computing into reality. The event aims to explore how businesses are undertaking digital transformations and creating new operating models for competitive differentiation.
FinTech, #cloudcomputing, #IT, #internet, #technology, #finance
Nicole Elliott, Technical Analyst and Private Investor, doesn’t buy the argument that the 30-year bond bull market has ended.
Elliott details the technical set up in the UK 10-yr bond yield, 2-yr German bond yield, which indicates the big blow off since November is merely a corrective move of a larger downtrend.
Listen to the full segment to know if the Periphery-German would continue to widen in the days ahead.
bonds, #yieldcurve, #gilts, #UK, #German, #Bunds, #Schatz, #macro, #fundamentals, #Italy, #technicals, #trading, #markets
Malcolm Graham-Wood, Oil Analyst at Malcy’s Blog presents the 2017 Bucket list, which includes 14 stocks - Ithaca Energy, Hurricane Energy, Sound Energy, Premier Oil, Faroe Petroleum, Bowleven, Amerisur Resources, Victoria Oil & Gas, Pantheon Resources, Rockhopper Exploration, Far Limited, SDX Energy, Jersey Oil & Gas, Aminex.
The following stocks have been excluded from 2016 list - Tullow, Cairn, Parkmead, while the new additions include - SDX Energy-Jersey Oil & Gas-Aminex.
Also take note of the stellar returns generated by the 2016 Bucket List.
Macly’sblog, #mining, #oil, #stocks, #UK
In an interview with Tip TV, Richard Perry, Market Analyst at Hantec Markets talks about the next possible move in the ‘grossly undervalued’ EUR/USD and the traditional safe havens - Yen (USD/JPY) and Gold.
Will the rally in gold also end up pulling the EUR higher against the US dollar? - Listen to Perry and Presenter Zak Mir discuss whether there exists a strong correlation between the two.
EUR/USD, #USD/JPY, #forex, #currencies, #gold, #commodities, #preciousmetals, #trading, #technicals, #macro, #fundamentals
Josh Mahony, Market Analyst at IG Index details the top 5 macro themes that every trader should know. The list includes -
Trump optimism running out of steam - need Trump to deliver on fiscal front Pound loves Brexit clarity/reduced uncertainty The EUR is on the run despite Eurozone election fears - Is it a dollar play? Or due to Trump administration jawboning USD/calling EUR grossly undervalued? RBNZ maintains rates - markets got ahead of themselves, were caught off guard by RBNZ’s dovish OCR forward guidance Further gains in oil are at the mercy of US oil supply numbers USP of the segment - Mahony supplements the macro talk with technical analysis of the Dollar Index, GBP/USD, EUR/USD, NZD/USD, and Brent Oil.
DollarIndex, #GBP/USD, #EUR/USD, #NZD/USD, #BrentOil, #forex, #currencies, #trading, #technicals, #macro, #fundamentals, #RBNZ, #centralbanks, #interestrate, #Trump, #Brexit, #politics, #economy, #indicator, #OPEC, #commodities, #energy
Not so long ago, gold as a safe haven was an out of fashion trade, but the stellar rally from the December low amid all the political uncertainty has boosted the yellow metal’s appeal as the ‘go to place’ during the times of uncertainty.
So has the yellow metal regained its safe haven status? Or the rally is just a corrective move in a larger downtrend.
Listen to James Hughes, Chief Market Analyst GKFX talk about market’s renewed love for gold as a safe haven and whether the strength would continue. Hughes also talks about Pound loving Brexit clarity and UK/US corporate earnings diary.
gold, #commodities, #preciousmetals, #trading, #USD, #gbpusd, #forex, #currencies, #markets, #UK, #US, #technicals, #macro, #fundamentals, #safe #haven
The highlight of the today’s opening segment is the discussion on the best and worst performing - indices, industries (sectors) and currencies.
markets, trading, investing, technicals, macro, fundamentals, NASDAQ, S&P 500, Commodity Dollars, AUD/USD, NZD/USD, forex, currencies, trading, gold, commodities, precious metals
Alessio Rastani from LeadingTrader.com is in favour of buying the dips in NASDAQ (top performer), S&P500, Commodity dollars - AUD/USD and NZD/USD.
The other key topics discussed are - rising imported inflation in the UK, Oanda FX sentiment chart and Broker Recommendations.
Despite the sharp sell-off in oil on the back of a bearish API report, Tip TV Presenter Zak Mir believes it is advisable to wait for a breakout from the range of $50-$55 before. Mir and Presenter Matt Brown discuss the bearish Point & Figure trade set up in oil presented by Investor Intelligence.
Other key topics discussed in this segment are - Next move in the S&P 500, Broker Recommendations, Oanda FX sentiment.
oil, #S&P500, #indices, #commodities, #energies, #markets, #technicals, #fundamentals, #macro, #equities, #trading, #investing
In an interview with Tip TV, Francis Hunt from Market Sniper discusses whether Copper is the new Black Gold and dissects the comparative price action in Antofagasta (mining play) and BP (oil play). He is joined by Tip TV’s Zak Mir.
oil, #copper, #basemetals, #energy, #trading, #markets, #commodities, #Antofagasta, #BP, #stocks, #equities, #UK, #technicals, #fundamentals, #mcro
In an interview with Tip TV, Phillip Shaw, Chief Economist at Investec details the Trump policy uncertainty and the possibility that Trump’s fiscal plan may be watered down given the fact that Republicans tend to be fiscally conservative.
Shaw feels the drop in the Pound since June 24, 2016 is a net positive for the UK GDP, but adds that Sterling could recover in the days ahead.
Watch the full segment to know if the BOE would indeed raise rates in the next couple of years.
Trump, #fiscaldeficit, #spending, #BOE, #interestrate, #Pound, #Sterling, #GBP, #inflation, #indicator, #macro, #economy, #economics
Ricardo Evangelista, Head of International Desk at ActivTrades, talks about the upcoming revolution in the world of financial markets technology - Artificial Intelligence.
Evangelista and Presenter Zak Mir discuss the potential merits and demerits of artificial intelligence, its impact on the job markets and the potential regulations and finally whether artificial intelligence will overpower human decision making.
ActivTrades, #ArtificialIntelligence, #trading, #risk, #markets, #technology
In an interview with Tip TV, Oanda Senior Market Analyst Craig Erlam sounds cautiously bullish on gold and mentions $1250 as an important level.
Also discussed in this segment is-
Are Loonie bulls feeling trapped?
Trump-Abe meeting and the potential impact on USD/JPY
EUR/USD and German-periphery yield spreads
Gold, #USD/CAD, #USD/JPY, #EUR/USD, #bonds, #yieldcurve, #forex, #currencies, #trading, #markets, #technicals, #fundamentals, #macro, #Trump, #Abe, #politics, #economy, #Fed, #interestrate, #centralbanks
Rob Ellice, CEO of easyProperty talks about PM Theresa May’s decision to focus on dealing with high cost of renting and the measures being taken to make long-term accommodation plan in rental affordable.
Listen to the full segment to know if the weak growth is the real problem and property is not that expensive as it appears.
property, #UK, #London, #rentals, #Housing,
Clive Lambert, Director of FuturesTechs calls a bullish move in USD/JPY, explains the bearish technical setup on the EUR / USD chart and maintains his bullish view on the FTSE 100 and other major indices. As for the German Bunds, it’s a wait and watch game.
Lambert’s trade of the day is Long USD/JPY - watch the full segment for entry, exit and stop levels.
Other key takeaways:
EUR/USD - Strong support at 1.0644-1.0530 10-yr Bund - Descending trend line resistance at 163.81
EUR/USD, #USD/JPY, #Bunds, #FTSE100, #indices, #forex, #currencies, #trading, #technicals, #bonds, #yieldcurve
UK Universities Minister Jo Johnson has announced the sale of £4 billion worth of student loans owned by some 450,000 people. The move has been labelled as “economic illiteracy” and “privatisation through backdoor”.
David Buik, Senior Market Commentator says the idea of $4 billion student debt sell-off is horrendous.
Watch Buik discuss whether taxpayer would get a good deal this time…
Also discussed in this segment is BP earnings and implication of banning Trump from speaking in Parliament. Buik says UK needs the support of the world’s strongest economy and whether we like it or not, Trump is the President.
studentdebt, #UK, #economy, #macro, #politics, #Trump, #BP, #stocks, #earnings, #equities, #trading, #markets
Donald Trump is set to be banned from giving a historic address in the British Parliament's grandest and most prestigious hall. But is this a good move, given the UK needs to be in the good books of Trump?
In today’s opening segment, Tip TV analyst Matt Brown, Presenter Jenny Hammond and Presenter Zak Mir discuss the implications of banning Trump from speaking in the 11th Century Westminster Hall.
Also discussed is - charts from Investors Intelligence, Oanda FX Sentiment & Broker Recommendations.
Trump, #UK, #Brexit, #politics, #economy, #macro, #markets, #trading, #investing, #forex, #equities, #stocks
Ryan Littlestone, Director and Trading Analyst at ForexLive.com says long positions could be initiated around 111.50 levels with tight stops for an upside of around 112.50. However, on a larger scheme of things, the pair looks set to test 110.00 levels and may even go down to 100.00 levels, says Littlestone.
Listen to the full segment for key trading levels in the USD/JPY pair.
USD/JPY, #forex, #currencies, #trading, #markets, #technicals, #fundamentals, #macro
Stefania Barbaglio from London South East joins us from Capetown, South Africa to provide an update on the Indaba Mining conference and the latest news in the Oil & Gas exploration sector, Diamond companies.
“Oil is likely to move to $60-$70/barrel this year”, says Barbaglio while discussing the outlook for Oil exploration firms.
#Oil, #mining, #exploration, #trading, #markets, #investing, #LSE
In an interview with Tip TV, Spreadex Financial Analyst Connor Campbell details the macro and micro outlook for the major indices and micro outlook and client activity in Rio Tinto, Thomas Cook, Twitter.
Key point - Clients are confused due to range bound action in the FTSE 100, more so because the index is reacting to Pound, which takes a beating on Brexit fears and weak data. Thus, bad news is good news for the index.
FTSE100, #DowJones, #RioTinto, #ThomasCook, #Twitter, #stocks, #equities, #trading, #indices, #UK, #Spreadex, #technicals, #macro, #fundamentals
Mike Van Dulken, Head of Research at Accendo Markets presents the technical and fundamental outlook for BAE Systems plc (BA), FTSE 100 and British Land Company (BLND).
The technical chart of BAE Systems looks constructive, while the Trump Presidency is seen as a boon for the defence industry as a whole.
Listen to the full segment to know if the defence rally would overshadow the one seen in mining stocks.
BAEsystems, #FTSE100, #BritishLandCompany, #stocks, #equities, #trading, #technicals, #fundamentals, #macro, #UK, #markets, #indices
Gold and Yen are moving higher at a time when the Dollar is flexing muscles against other majors. Does that sound unusual? That is often the case during risk aversion.
forex, #currencies, #markets, #trading, #Gold, #USD/JPY, #USD, #preciousmetals, #commodities, #DollarIndex, #US, #Europe, #Japan, #Yen, #macro, #fundamentals
In an interview with Tip TV, James Hughes, Chief Market Analyst at GKFX discusses whether the FX market is signalling risk aversion or the lack of fresh first tier economic data releases in Europe and US is forcing investors to revert to default positions - Dollar strength. But what explains the rise in gold and the drop in USD/JPY? Check out the full segment for answers.
In an interview with Tip TV, Tony Cross, Market Analyst at toptradr, talks about the best trades of prop desks - Gold, USD/JPY and top three biggest allocations.
Interested in becoming a top tradr… watch the full segment
Malte Kaub, Director at Traders Leadership Council advises traders/investors out there to trade what they see and not let their personal emotions/opinions get in way of rational decision making,
For example - Brexit and Trump were both widely perceived as bad for equities, however, markets rallied on both the occasions.
Kaub presents his outlook on GBP/USD and details the rules of volatility trading/.
“The risk is back, reward is back and unless something horrible happens, there is a lot of money to be made”, says ADVFN Founder Clem Chambers while explaining his outlook for the broader markets. Chambers says the markets are in a phase of desensitization as every other political risk is simply being ignored. One may feel compelled to wait on the sidelines due to political malaise, but Chambers says the technicals suggest otherwise.
Chambers is bullish on banks… says “banks are the 'financial military' and need to be bolstered in the new volatile world of trade wars”
What would happen to gold if equities are going up? Watch the full segment for clues.
markets #trading #investing #politics #economy #macro #fundamentals #risk #stocks #equities #US #Europe #Trump #technicals #banks #technology
Trump Bump has run out of steam and investors are looking for individual stories… undervalued stocks/sectors, says Tim Harrison, Head of Wealth Management at Linear Investments.
Harrison believes the market’s uncanny resilience (to Trump uncertainty, political risks) is actually a cause of concern.
But does that mean one should pile into gold? Watch full segment as Harrison discusses his view on gold, Randgold Resources and Ryanair.
#markets #trading #investing #valueinvesting #Trump #TrumpBump #gold #RandgoldResources #Ryanair #stocks #equities #technicals #macro #fundamental #politics
“Break above $1220 reflects the fundamental fear of having a loose cannon in the White House”, says Presenter Zak Mir while discussing the bullish Point & Figure chart for gold presented by Investors Intelligence.
Watch the full segment for potential upside in gold prices as per Point & Figure chart. Mir and Tip TV Presenter Matt Brown talk about the risk of full blown currency war under Trump Presidency, discuss the technical outlook for S&P small cap index, Oanda forex market sentiment & broker recommendation.
markets #trading #investing #commodities #preciousmetals #gold #S&P500 #indices #technicals #macro #fundamentals #forex #currencies #equities #stocks
Rajan Dhall, Technical Analyst at TradingView, details the bullish technical setup on AUD/USD and Copper and talks about a potential for a pull back in Gold.
Key points
AUD/USD - consolidation followed by further gains once Trump delivers on fiscal front
Bullish on Copper
Pull back in gold likely, but political uncertainty could restrict losses
AUD/USD, Copper, Forex, Commodities, base metals, gold, precious metals, technicals, fundamentals, macro, currencies, trading, markets
In an interview with Tip TV, Rajan Dhall, Technical Analyst at Ransquawk presents the outlook for major markets - FTSE 100, S&P 500, EUR/USD, USD/JPY, German Bunds and GBP/USD.
Dhall takes note of key technical patterns and details important levels.
FTSE 100, #S&P 500, #EUR/USD, #USD/JPY, #Bunds, #GBP/USD, #forex, #currencies, #trading, #technicals, #fundamentals, #macro, #markets, #indices, #equities
BOE expects inflation to recede in the long-run… that is sure to cheer up most Brits. However, Marc Ostwald, Strategist at ADM ISI, questions the reliability of BOE’s inflation forecasts. He believes there are many factors other than exchange rate that could keep the inflation high in the long-run.
He adds further that the BOE would look for every other reason to cut rates, but when the time comes to push rates higher (due to high inflation) the BOE would find other reasons to delay the hike.
Key points on China
China policy tightening is necessary
US data preview: wage growth numbers to overshadow non-farm payrolls
Ostwald is joined by Tip TV’s Zak Mir and Presenter Jenny Hammond
BOE, #central banks, #monetary policy, #inflation, #interest rate, #economy, #indicator,
China, #NFP, #non-farm payrolls, #US, #China, #PBOC, #markets, #trading, #investing
REA Holdings Founder Richard Robinow, while explaining company’s future plans/strategy said “Boring is good in our business, so we just carry on what we doing… planting the land that’s plantable as rapidly as we can and we should be doing that probably for next four or five years.
REA Holdings, #Indonesia, #Kalimantan, #Palm Oils, #crude palm oil
In an interview to Tip TV, Steve Larratt, Business Research Analyst for Share Talk explains the fundamental outlook for Regency Mines, Aminex and couple of other stocks. He also updates viewers about the upcoming Cardiff event.
UK, #stocks, #equities, #Regency mines, #Aminex, #Cardiff, #investing, #markets, #fundamentals
Tim Young, Day Trader at Ayondo, favors buying the dips to 7120 with stops below 7100 levels. Watch the full segment for the Objective. Young details the technical rationale behind his bullish call.
FTSE 100, #indices, #equities, #UK, #trading, #technicals
In an interview with Tip TV, Andre Minassian, CEO of CleverGamesUK, says Dow at 20,000 is a bubble that should burst…but it won’t as markets are behind Trump and thus the index could rally to 22,000.
“Trump will be a good President for the US in the medium-term to Long-term”, says Minassian.
Listen to the full segment to know - What if there is a trade war between US & China or worse… war between US & Iran and Russia?
US, #China, #Trump, #politics, #economy, #markets, #trading, #Dow, #S&P 500, #indices, #Iran, #Russia
In an interview with Tip TV, Jane Foley, Senior Currency Strategist at Rabobank said the Bank of England is likely to stand pat and is more concerned about potential second round effects of weak Pound/inflation.
Foley said “USD is in a Limbo” and the Trump trade is being squared off as Trump is yet to deliver on stimulus front.
With regards to EUR, Foley does accept the currency is overvalued, but said it would be unfair to blame Germany alone for the undervalued currency.
A must listen segment for the currency traders as Foley explains short-term/medium-term outlook for major currencies.
forex, #currencies, #EUR, #USD, #GBP, #Trump, #BOE, #interest rate, #inflation, #economy, #macro, #indicator, #fundamentals, #markets, #trading, #UK, #US, #politics
Earlier this week, Trump‘s Top Advisor called Euro “grossly undervalued” and blamed Germany for the same.
Jim Dodgin, Independent Technical Analyst, the single currency has still plenty of room to rally against the US dollar!
Dodgin also believes Dr. Copper has regained its status as ‘risk barometer’.
Listen to the full segment to know the bullish technical setup in EUR and Copper.
EUR/USD, #EUR, #USD, #forex, #currencies, #trading, #commodities, #base metals, #Copper, #technicals
Alessio Rastani from LeadingTrader.com believes the Bank of England (BOE) is likely to stand pat despite the sharp rise in the inflation off late. He also discusses various scenarios possible in the GBP/USD pair over the next few weeks. Rastani also shares his view on USD/CAD, AUD/USD and FTSE 100. He is joined by Tip TV’s Zak Mir and Presenter Jenny Hammond.
markets, #trading, #forex, #currencies, #GBP/USD, #Pound, #Sterling, #macro, #technicals, #fundamentals, #BOE, #central #banks, #interestrate
In an interview with Tip TV, Simon English, City Correspondent at Evening Standard, says BT boss Gavin Patterson took his eye of the ball and that his defence indirectly suggests he allowed the business to get too big to manage. English adds, “He is paid too much”.
BT, #business, #EveningStandard, #UK
TalkTalk CEO Dido Harding has stepped down. In an interview with Tip TV, Simon English, City Correspondent at Evening Standard weighs-in on why Chief Executive Baroness Dido Harding should have left earlier. He adds, the move has been welcomed by investors, which is evident from the rise in the share price.
TalkTalk, #DidoHarding, #business, #stocks, #equities, #EveningStandard, #UK
Mike Ingram, Strategist at BGC Partners calls extreme low VIX in equities a cause of concern, given it represents complacency. Things could take ugly turn if the assumptions about earnings growth, economic stability, and political stability don’t come through.
Listen to Ingram discuss “Trump Bump, Pump & Dump” with Tip TV Presenter Zak Mir.
markets, #investing, #stocks, #equities, #trading,#VIX, #macro, #UK, #US
In an interview with Tip TV, Shaun Richards from Not A Yes Man Economics talks on the inflation quagmire and whether the Bank of England would be able to hike rates in response to rising inflation.
Richards says an inflation index that includes house prices would be more realistic.
Listen to Richards dissect the possible reasons behind the pickup in inflation across Europe and particularly in the UK.
inflation, #UK, #Europe, #economy, #indicator, #macro, #BOE, #interestrates
Georges Batrouni, Middle East Desk Manager at ActivTrades explains why traditional, text-book fundamentals have lost ground in the recent years.
#markets, #trading, #fundamentals, #macro, #investing
Batrouni sheds light on why the BOE will have a rough time raising rates despite rising inflationary pressures, but discourages the popular thinking that the central banks have lost credibility. The segment is hosted by TIP TV Presenter Zak Mir and Mike Ingram, Strategist at BGC Partners.
Clive Lambert, Director at FuturesTechs sheds light on the developments on the technical charts of FTSE 100, DAX, S&P 500 and USD/JPY pair, which suggest the current pull back is an opportunity to initiate long trades.
Lambert sees USD/JPY heading back to 118.60 levels over the next couple of weeks. Take note of the good entry, SL levels for the long USD/JPY trade.
FTSE100, #DAX30, #S&P500, #USD/JPY, #indices, #equities, #trading, #technicals, #USD/JPY, #forex, #currencies
Is gold poised to break above the recent high of $1220 and extend January’s stellar bull-run?
Is the ‘grossly undervalued’ EUR/USD set to break above 1.08?
Craig Erlam, Senior Market Analyst at Oanda joins us to address the above.
Erlam also details his trade of the day - Bullish on EUR/JPY
Gold, #EUR/USD, #EUR/JPY, #commodities, #preciousmetals, #forex, #currencies, #trading, #technicals, #macro, #fundamentals
BOE Super Thursday is here…
Simon French; Chief Market Economist at Panmure Gordon is of the opinion that the BOE is unlikely to raise rates significantly over the next two-three years.
He does talk about the risk of BOE eventually being forced to raise rates by 25 bps (reverse August move) if inflation continues to rise at a faster rate, but adds that a 25 bps rate hike is unlikely to derail the housing market.
Forex forecasts:
French says a hint of an August rate cut reversal could send Cable higher to 1.30.
US dollar - No signs of trend reversal but the current move is merely a retracement of the ‘Trump Trade’
BOE, #inflation, #housingmarket, #interestrate, #centralbanks, #GBP/USD, #Sterling, #GBP, #USD, #USdollar, #forex, #currencies
“One must dedicate a small portion of his/her portfolio to the resource sector”, says Lior Gantz, President of Wealth Research Group while explaining the rationale for the upcoming surge in inflation and how one may trade the ‘great inflation trade’.
“7 out of 10 bills in circulation across the globe is US dollar” says Gantz and adds further that these dollar bills would find their way back in the US banking system during the Trump Presidency leading to high inflation.
Confused why zero interest rates failed to boost inflation? Listen to the full segment.
inflation, #US, #USdollar, #Trump, #commodities, #resource #sector, #macro, #fundamentals, #moneysupply, #economy, #indicator
Spreadex Financial Analyst Connor Campbell presents the macro and the micro outlook for key markets - GBP/USD and FTSE 100 and stocks - Apple, Facebook, Amazon.
Worth noting - is the fact that Spreadex clients favor Amazon over Apple and Facebook. What is so appealing in the Amazon stock? Check out the full segment for answers.
Campbell says the focus this week is on BOE Super Thursday, Fed decision and Non-farm Friday.
US, #UK, #macro, #economy, #indicator, #non-farm payrolls, #trading,# investing, #equities, #stocks, #forex, #currencies, #FANG, #Facebook, #Amazon, #FTSE 100, #indices, #GBP/USD
“The fact that Trump is behind us gives the UK some momentum”, says David Buik, Senior Market Commentator for Panmure Gordon, while explaining the dynamics of Trump-May relationship.
While talking about the BOE Super Thursday, Buik says the bank is likely to upgrade GDP forecasts and acknowledge that inflation could rise to 2.7% by the end of 2017. Buik explains a situation in which the BOE could be forced to raise rates.
inflation, #UK, #US, #Trump, #Brexit, #May, #economy, #macro, #fundamentals, #indicator, #markets
Ascent Resources is the most discussed and most traded stock this Tuesday morning, says Phil Thomas, Director at LSE.
Listen to the full segment to know if the traders are buying the stock on the dips for waiting for the news.
Thomas also talks about Cloud Tag, Kaz Minerals.
markets, #equities, #stocks, #Cloud Tag, #Kaz Minerals, #Ascent Resources, #UK, #macro, #trading, #investing
Trump is rapidly earning a reputation as the Fuhrer of the New Millennium, says Alan Green, CEO of Brand Communications to which Tip TV Presenter Zak Mir responds by saying 'that is what the Americans voted for'.
Green presents the outlook for BP, Ithaca Energy and Ocado PLC.
markets, #equities, #stocks, #BP, #Ithaca Energy,# Ocado PLC, #UK, #US, #Trump, #economy, #fundamentals, #macro, #trading, politics
Trump’s executive orders and tweets are overshadowing the manic economic calendar that is supposed to move the markets in the first place.
“The market is so focused on the White House and what’s happening”, says James Hughes, Chief Market Analyst at GKFX.
Key point - Trump rally is no longer a bubble, but is backed by strong earnings.
What to watch out for in the Fed statement: How worried is Fed about the destabilising nature of Trump’s policies.
markets, #macro, #fundamentals, #trading, #stocks, #equities, #forex, #commodities, #investing, #US, #Fed, #Trump, #politics, #Brexit
The point and figure (P&F) chart suggests a further drop in the VIX. Should we trust the chart or go with the historical data which suggests the volatility usually picks up pace from around 10.00 levels.
In this segment, Presenter Zak Mir and Matt Brown, Independent Market Analyst believe the volatility could spike following the weekend’s events.
Also discussed is the major M&A news, broker forecasts, and major market forecasts.
VIX, #M&A, #business, #markets, #equities, #stocks, #forex, #commodities, #trading, #technicals, #fundamentals, #investing
Ben Harrington, Business Journalist and Betaville blogger, updates us about the major news in the Merger & Acquisition (M&A) world. The segment includes discussion on the $30 billion Johnson & Johnson/ Actelion deal, Allianz's takeover talks with QBE and the $4 billion merger of CH2M and Britain's WS Atkins.
Johnson&Johnson, #Actelion, #Allianz, #QBE, #CHRM, #WS #Atkins, #M&A, #business, #macro, #UK, #US
Gaurav Sharma, Editor and Oil Analyst at IB Times, believes the oil prices are likely to stay in a range of $50-$55 for quite some time. Sharma and Matt Brown, Independent Market Strategist, agree that the best way to trade oil is to play the $50-$55 range.
In this segment Sharma presents his take on whether Trump is good or bad for oil prices.
Key quotes:
OPEC may say in May that they have done their bit There is a perception that there is too much oil out there The oil market is very news flow oriented at the moment Shale turnaround is a lot quicker
oil, #OPEC, #non-OPEC, #Shale, #US, #demand, #supply, #fundamentals, #Trump, #macro
Tony Cross, Market Analyst at Toptradr updates Tip TV viewers about the best and worst trades from the prop desk. The conclusion that can be drawn from this segment is that there is no point in going against the Dow Bulls.
Dow, #US, #equities, #stocks, #gold, #trading, #macro, #fundamentals, #technicals
Entering the markets at record highs is always a risky game. However, the temptation to do so is stronger than ever, given the Trump Trade is firing on all cylinders.
Clem Chambers, Founder and Director at ADVFN believes the “low PE dividend stocks are the place to be”.
Chambers says “Trump’s electric shock therapy” is actually a boon for the markets.
A must listen to segment especially for those who believe Fed will boost rates at a faster rate.
stocks, #markets, #equities, #trading, #investing, #US, #UK, #Trump, #Brexit, #PE, #risk, #dividend, #politics, #fundamentals, #macro, #economy, #indicator
Tim Harrison, Head of Wealth Management at Linear Investments, while talking about this week’s BOE event says “Carney is stuck between the rock & a hard place”.
Harrison presents his take on the data heavy week ahead. Listen to the full segment to know if the markets will take note of the downside risks.
markets, #BOE, #Carney, #monetarypolicy, #earnings, #stocks, #equities, #UK, #US, #fundamentals, #macro, #investing, #trading
Theresa May meets Donald Trump: What can we expect?
Marc Ostwald, Strategist at ADM ISI believes the meeting is going to be high on rhetoric and low on substance, which goes down well with the fact that the UK cannot initiate a trade deal with the US or any other nation as long as it is the part of the EU.
Key topics discussed in this segment are -
Tesco’s decision to buy Budgens and Londis owner Booker in GBP 3.7 billion deal
Chinese economy, risk of deleveraging in the industrial metals space
markets, #trading, #investing, #macro, #Tesco, #Budgens, #Booker, #China, #US, #Europe, #UK, #Trump, #TheresaMay, #politics
Peter Watson from Watson’s W.I.F.I sheds light on the bits and pieces of important news flow/events from across the globe this week. From Trump to Brexit, Watson covers everything and ends the segment with “Donald Trump Merchandise”.
macro, #US, #UK, #Germany, #Europe, #Brexit, #Trump, #politics
Venture Life CEO Jerry Randall says the company is set to report its first full year EBITDA profit. Randall updates viewers about company’s future plans, the booming market in China, US, Europe and middle east.
Venture Life will report its 2016 results on March 23.
VentureLife, #markets, #UK, #investing
“The inflation story is so interesting”, says Matthew Yeates from 7IM, given the fact that just a year ago everyone feared deflation/disinflation.
Rising inflation is no longer a US-centric story. ”Now even the likes of Europe, where inflation was absent for so long, we are starting to see green shoots of inflation”, says Yeates.
So what’s behind the rise in inflation? Is it just the rise in energy prices? Or is it labour market tightening or a combination of many factors? For answers, watch the full segment hosted by Tip TV’s Zak Mir and Presenter Jenny Hammond.
inflation, #deflation, #disinflation, #economy, #indicator, #fundamentals, #macro, #markets, #trading, #investing, #UK, #US, #Eurozone, #centralbanks, #Fed, #interestrate, unemployment, labor market
Connemara Mining, which is listed on the London Stock Exchange saw its shares jump by around 30%.
“The company has started to do a bit of breathing”, says Steve Larratt, Business Research Analyst for Share Talk, while explaining the outlook for the company with principal assets in gold, zinc and lead exploration licences in Ireland.
Larratt also updates Tip TV viewers about the star studded lineup of guests/speakers at the Cardiff event.
stocks, #equities, #gold, #mining, #Connemara, #UK, #Cardiff, #fundamentals
In today’s Tip TV Education segment, Charlie Burton, Founder of EzeeTrader talks to James Booth, an Independent Trader, who explains the nitty gritty parts of day trading.
Booth says as a day trader, “one should feel comfortable with the risk”. Listen to the full segment to hear and learn from Booth’s journey from being a novice to a hardened day trader.
risk, #markets, #trading, #technicals
In the second half of today’s Tip TV Education segment, James Booth, an Independent Trader and Charlie Burton, Founder of EzeeTrader shift their focus to a question that is faced by every trader in the early part of his career.
Often we hear, “Trading tip services” and “analysts” claim a 70:30 or 80:20 win rate. Rarely anybody talks about the amount of money that was made on the initial grubstake.
Booth and Burton establish that for a trader, it is the profitability that matters, rather than the hit/win ratio.
Donald Trump is proving to be a President who talks the talk and walks the walk - he is going to build a wall on the Mexico border. The opening segment begins with Tip TV’s Zak Mir and Alessio Rastani from LeadingTrader.com talking about Trump’s executive orders and mainstream media’s coverage of the inauguration.
Rastani also presents his view on Gold, GBP/JPY and CAD/JPY.
Trump, #US, #Mexico, #forex, #currencies, #GBP/JPY, #CAD/JPY, #Gold, #commodities, #preciousmetals, #trading, #markets, #technicals, #macro
A must listen to segment for all those who doubt the upcoming rise in inflation across the globe.
“Brent oil could rally to $71/barrel” in a year’s time or so says Jim Dodgin, Independent Market Analyst.
Dodgin explains the technical rationale for his call in detail. He also takes note of the bullish continuation pattern in the US 10-year treasury yield chart.
Brentoil, #treasuries, #yields, #10-year, #bonds, #commodities, #energies, #technicals, #markets, #trading
“The FTSE 100 is a smart index,” says Ian Foster from Be a Winning Trader, while explaining a possible reason behind the Footsie’s under performance during the latest round of Trump Trade.
He also talks about the W-Shaped recovery and says the resistance at 1.4740-1.4740 is likely to be shallow.
Take note of Foster’s “global market Intraday charts” trading screen, which he uses while trading and analysing the markets.
markets, #equities, #stocks, #trading, #investing, #technicals, #FTSE100, #Pound, #Sterling, #forex, #currencies
Trump trade is once again firing on all cylinders except the US dollar, which is lagging. Nicole Elliott, Technical Analyst and Private Investor, believes the dollar is likely to take a beating in the medium-term, especially against the Japanese Yen.
She believes GBP is dirt cheap and sounds upbeat on EUR as well.
Check out what the Ichimoku Cloud has to say about the Dollar-Yen exchange rate.
forex, #technicals, #fundamentals, #macro, #currencies, #trading, #GBP, #JPY, #EUR, #USD, #market
Rhodri Phillips, Business Editor for The Sun, presents six stocks that need to be tracked closely this year – Fever-Tree, Purplebricks, Whitbread, Astrazeneca, Mitie, and Rentokil.
Phillips provides a quick take on each stock. He is joined by Tip TV's CEO Nick Batsford.
Fever-Tree, #Purplebricks, #Whitbread, #Astrazeneca, #Mitie, #Rentokil, #stocks, #equities, #UK, #TheSun, #macro, #fundamentals, #markets, #investing, #trading
The latest leg higher in the stock markets wasn't aided by bubble mentality, but was backed by “really strong earnings growth”, says James Hughes, Chief Market Analyst at GKFX.
Hughes goes on to talk about the potential for further upside in the stock markets in both the US and Europe and hence one may now conclude that gold is no longer the flavour of the month anymore.
Listen to the full segment to know why the USD is under-performing and if US Q4 GDP is about to bring good news for the markets.
stocks, #equities, #US, #UK, #Europe, #USD, #forex, #currencies, #trading, #gold, #preciousmetals, #commodities
Charlie Morris, Head of Multi Asset Strategy at Newscape Capital Group talks about the “need2know” market-moving macro triggers. He is joined by Tip TV Presenter Zak Mir and Mike Ingram, Strategist at BGC Partners.
Morris talks about inflation expectations being well below the 20-year and 10-year average. He sheds light on various asset classes and discusses key topics like Trump’s policies, protectionism and the reasons for a drop in UK productivity.
Listen to the full segment to know Morris’ view on - rising rates, British Pound.
markets, #investing, #macro, #fundamentals, #Trump, #US, #UK, #interest rate, #forex, #equities, #trading, #politics, #economy
‘Dow Jones could jump to 22,300 soon’… Clive Lambert, Director of FuturesTechs, makes a bold call, backed by ‘Bollinger Band’ analysis.
Lambert is bullish on the FTSE 100 and is in favour of buying March futures around 7120 as prices are likely to revisit 7300 levels.
At the same time, Lambert is bearish on Gold and German 10-year Bunds.
To cut the long story short, ‘good times lie ahead’.
Dow Jones, #FTSE 100, #indices, #equities, #trading, #technicals, #markets, #gold, #Bunds, #Germany, #UK, #US
Mike Ingram, Strategist at BGC Partners, takes note of where the ‘smart money’ (leveraged funds + institutional investors) is heading.
Comparison of the smart money flow with GBP/USD and US dollar index suggests Sterling shorts aren’t being crowded out. In fact, big players remain short on Sterling, while they are - long up to the eyeballs in the USD index.
Listen to the full segment to know what the ‘smart money’ has to say about the next move in the GBP/USD pair.
Other key topics discussed in the segment are - most popular/trending in business/finance, Oanda forex market sentiment, and economic calendar.
markets, #trading, #investing, #forex, #currencies, #smart money, #leveraged funds, #institutional investors, #sterling, #cable, #GBP/USD, #Pound, #dollar index, #macro, #fundamentals
Michael Masterman, CEO of W Resources weighs-in on the possible causes for the lackluster action in the company’s share price and provides update on company’s finances and the tangible progress seen at La Parrilla tungsten mine in Spain.
Tungsten, #Spain, #La Parrilla, #finance, #mining, #W Resources
Mike Van Dulken, Head of Research at Accendo markets, joins Tip TV's Zak Mir and Presenter Jenny Hammond to discuss the UK Supreme court ruling and its impact on Pound. Dulken also presents a technical/fundamental outlook for Croda International (CRDA), BT and FTSE 100.
Key quote on BT - 4% yield could attract bargain hunters and support the share price.
UK, #SupremeCourt, #Pound, #Sterling, #Cable, #GBP/USD, #trading, #forex, #fundamentals, #macro, #technicals, #stocks, #equities, #CrodaInternational, #BT, #indices, #FTSE100, #markets
Claims Supreme Court judges who ruled Parliament must vote on Britain's exit from the EU were "Pro-Europe" are being dismissed by one of the UK's top financial commentators. Panmure Gordon's David Buik says the criticism is "unjustified". But he's warning the democratic process means "Brexit must happen".
Also discussed: The BT Italy Scam and Bernie Ecclestone retires as F1 chief. David Buik is joined by Tip TV’s Zak Mir and presenter Jenny Hammond.
Ryan Littlestone, Director & Trading Analyst at ForexLive explains the bullish technical pattern on the GBP/USD pair and supplements the technical view with the macro/fundamental points. He is joined by Tip TV CEO Nick Batsford.
After watching this segment, GBP traders would get a good idea of the best entry level, exit level and potential target for long trades.
Simon Wajecenberg, CEO of K1T Capital, in his last appearance in November, had called a crash in Dow Jones. In today’s segment , Wajcenberg reiterates his outlook and presents new analysis of US stock markets that suggests the crash is overdue.
You don’t want to miss this one - Wajcenberg draws parallels between 1987 top, 2007 top and the current market levels. Remember… great traders have made money shorting the markets!
Key points
Over bullishness = bull-bear ratio is greater than three times. As of now the ratio is 3.5 times. This is the fourth week in a row when the ratio is way above 3. The ratio was last seen at current levels in 1987... 2007.
BT shares dropped 19% today on Italy scandal. As per the latest reports, European Chief has decided to resign. Spreadex Financial Analyst takes note of the surge in buying interest around 2-1/2 year lows.
Listen to the full segment to know if buyers see value with BT at 2-1/2 year lows or it is merely bargain hunting/bet on technical correction that is resulting in a rise in buying interest today.
Campbell presents the macro-outlook for the trading week ahead and details the micro outlook and client activity in the FTSE 100, Dow Jones, Whitbread, Alphabet.
markets, #investing, #trading, #stocks, #equities, #indices, #FTSE100, #BT, #DowJones, #Whitbread, #Alphabet, #UK, #US, #macro, #technicals, #fundamentals
Rob Ellice, CEO of EasyProperty.com, rejects popular theories about post-referendum state of the UK property market, and explains to Tip TV viewers that the property market may be down… but is definitely not out.
Myth-Buster: Ellice says there is little evidence of the weak Pound generating overseas demand for London property. Says, Brexit uncertainty is keeping middle-east investors at bay.
USP of this segment: Ellice accepts that Central London is a difficult market, but points to outer London areas that could do well.
Ellice presents data, which suggests Bristol and Bath as current/future hot spots.
UK, #London, #Bristol, #Bath, #OuterLondon, #property, #fundamentals, #macro, #investing, #interestrates
David Paul, MD of VectorVest, explains the ‘Turtle trading’ strategy… the VectorVest way!
Rules of the strategy - Pick stocks who have witnessed a break above 13-week high & have the highest earning potential. Thus, we get best of both worlds - fundamentals + technicals.
The USP of this segment - Paul presents the latest top findings of the VectorVest Trading strategy - Coats Group PLC (COA.L), Victoria PLC (VCP.L), Numis Corp PLC (NUM.L).
Listen to the full segment to know Paul’s trade of the day.
CoatsGroupPLC, #VictoriaPLC, #NumisCorpPLC, #IthacaEnergy, #stocks, #equities, #UK, #trading, #markets, #EPS, #earnings, #fundamentals, #technicals
Scott Grant, Director at LSE, discusses the most traded, most discussed stocks on lse.co.uk. He talks to Tip TV’s Zak Mir and Presenter Jenny Hammond.
Most Traded stocks - Fitbug, Zenith Energy
Most discussed - Edenville Energy (EDL)
Check out the full segment to know what’s generating the interest in Edenville Energy shares and Fitbug shares.
LSE, #stocks, #equities, #UK, #Fitbug, #ZenithEnergy, #EdenvilleEnergy
James Hughes, Chief Market Analyst at GKFX says 'hard Brexit’ or ‘soft Brexit’ doesn’t really matter and Sterling is likely to cheer the “Cold hard facts about Brexit”. “Protectionism and the resulting rise in inflation in the States isn’t really good news”, says Hughes while talking about Trump’s withdrawal of TPP and fiscal program. In the short to medium-term, it could be positive, but it doesn’t look good in the long-run, he adds.
Check out - Hughes discusses the possible impact of Trump’s protectionist policies on the equities
#Brexit, #Trump, #politics, #markets, #trading, #equities, #forex, #indices, #US, #UK, #Sterling, #Pound, #macro, #fundamentals, #TPP, #NAFTA
Alistair McQueen, Head of Savings and Retirement at Aviva advises Tip TV viewers not to focus solely on the headlines like “UK companies struggle to maintain pension plans” and “British retirees watch ‘frozen’ pensions disappear” and assures that pensions are still a safe, stable and robust investment alternative.
McQueen says under the Automatic enrolment scheme, every employer is to provide for pensions between 2012 and 2018.
Are you worried about the effect of low interest rates on pensions? This segment will allay your fears and boost confidence that pensions are indeed a great avenue for long term investment.
#Aviva, #pensions, #UK, #macro, #fundamentals, #investing
Hither Mann, CEO of ‘The Only Way is Forex’ talks about the Forex training program and explains why she has joined forces with toptradr. Mann says her student list includes VP of Credit Suisse and JP Morgan.
Tony Cross from toptradr introduces their product and talks about the prop desk’s winning trades.
TheOnlyWayIsForex, #toptradr, #forex, #currencies, #trading, #USD, #markets
Ben Harrington, Business Journalist and Betaville blogger updated viewers about the latest stories in the world of Merger & Acquisition.
Harrington sheds light on Schroders fund manager Andy Brough’s efforts to push Berkeley Group to bid for rival troubled Bovis Homes but adds that it is not keen on £5 billion tie-up.
Find out other trending stories in the M&A world in this segment.
Betaville, #M&A, #Schroders, #AndyBrough, #BerkeleyGroup, #BovisHomes
Presenter Jenny Hammond and Tip TV’s Zak Mir discuss UK PM Theresa May’s big week - unveils industrial strategy today, gets Supreme Court ruling on Brexit tomorrow and then proceeds to meet US President Donald Trump on Friday.
Listen to the full segment to know what we can expect from May-Trump meeting on Friday.
TheresaMay, #Trump, #UK, #US, #politics, #economy, #macro, #fundamentals, #markets, #trading, #investing
ADVFN’s Clem Chambers says there is a 2 in 3 chance the Trump Trade will continue… “technically it looks super strong”, Chambers says, but adds that he is more confused than ever and is tempted to believe Soros' view that a major crash is coming soon.
The USP of the segment - Take note of the historical pattern dated back to the 1970s that is being repeated in the commodities segment. Chambers says what we are seeing is a period of descending spikes.
Trump, #Trumptrade, #equities, #stocks, #commodities, #trading, #investing, #basemetals, #copper, #UK, #US, #technicals, #macro, #fundamentals
Tim Harrison, Head of Wealth Management at Linear Investments advises viewers to keep an eye on stocks/sectors that have under performed during the ‘Trump trade’.
Also take note of Harrison’s view on the FTSE 100, PM May’s industrial strategy and European elections.
Equities, #FTSE100, #stocks, #indices, #UK, #US, #trading, #investing, #Trump, #TheresaMay, #macro, #fundamentals
US President Donald Trump is ‘still’ waging war against the mainstream media. The issue being contested now is the attendance at Trump’s inauguration event.
Trump’s war on media after taking office is slightly surprising, says Thom Brooks and adds that, “Donald Trump the candidate is very much Donald Trump the President”. After watching Brook’s take on Trump vs. media war, viewers would be convinced that Trump’s war against media is actually a war against facts.
Brooks also shares his view on Brexit Supreme Court ruling due tomorrow.
US, #politics, #media, #Trump, #President, #UK, #Brexit, #macro
Steve Larratt, Business Research Analyst for Share Talk updates Tip TV viewers about the Cardiff event to be held on 18th February. Larratt describes it as a innovation event for technology, biopharma, biotech, fintech and block chain type companies. Larratt also talks about the economic revival project undertaken by W Resources
ShareTalk, #SteveShares, #Cardiff, #investing, #stocks, #UK, #trading, #Wresources, #equities, #macro, #fundamentals
Angus Campbell, Head of Corporate & Financial at Stature PR explains why FCA crackdown and restrictions on leverage could end up boosting the unregulated business.
Campbell stresses the need for client education, given the fact that it is client’s own decision making that is mainly responsible for losses rather than the leverage.
Spreadbetting, #CFD, #leverage, #UK, #FCA
President-elect Donald Trump is no fan of the tenth Principle of Attraction in Thomas Leonard’s book The Portable Coach - “Promise Little, Deliver Everything”.
Chris Justham from 7IM believes Trump may have over promised and could fall short of expectations after entering the White House. “This is the reason for the exhaustion in the Trump trade”, says Justham.
Justham also talks about Trump influencing the US dollar and at the same time thinking of labelling China as a currency manipulator.
#US, #Trump, #macro, #trading, #markets, #politics, #economy, #US, #USdollar, #Yuan, #forex, #currencies
The retreat from the recent highs is good news (a healthy correction) given the near 90 degree rally since mid-December, says Tim Young, day trader from Ayondo, but adds that things could get ugly if the index dips below 7000 levels.
Young believes the bulls need a catalyst to push the index back to the recent highs.
FTSE100, #equities, #UK, #indices, #trading,#technicals, #markets
The ONS data released today showed UK retail sales dropped most since 2012. Is the fall in consumption/spending due to price rise or there is something else at play here?
Listen to Marc Ostwald, Strategist at ADM ISI dissect the retail sales figure, which suggests there is no reason to panic. Ostwald says higher inflation could turn out to be a problem if wage growth stalls and adds the UK retailers are cheering the rise in prices (input costs).
Ostwald talks to Presenter Jenny Hammond and Tip TV’s Zak Mir. Other key topics discussed are - China GDP, forex market sentiment, rump inauguration and Broker forecasts.
UK, #retailsales, #economy, #indicator, #stocks, #equities, #trading, #investing, #macro, #fundamentals, #markets
With geopolitical risks exerting greater influence over markets, these days, global macro traders have to take a hard-nosed view of a wide range of issues.
In this segment, Bill Hubard from Trade.com discusses the hot topic of the moment - whether the Trump Presidency is going to be a boon or a curse. Hubard also touches on other topics like Brexit, rise of populism, central bank activity etc.
Hubard is bullish on the markets
economy, #macro, #geopolitics, #politics, #investing, #trading, #markets
Swen Lorenz, CEO of Master Investor talks to Tip TV CEO Nick Batsford about the Master Investor Show scheduled on March 25, 2017.
Lorenz says the aim of the show is to bring together investors and CEOs and make investing a fun for investors.
Listen to the full segment to know the guests/speakers at this year’s show.
MasterInvestor, #markets, #investing, #UK
Tip TV Presenter Zak Mir explains why the geopolitical risks associated with Trump Presidency are a far bigger risk to global economy than what he does on the economic front…
Presenter Jenny Hammond and Zak Mir also weigh-in on Trump’s ‘bully boy’ tactics before switching to other key issues like Yellen speech, ECB rate decision, Brexit.
Trump, #US, #ECB, #centralbanks, #Fed, #Yellen, #geopolitics, #politics, #economy, #macro, #markets, #investing, #trading
Federico Bentley, Sales Trader at Ayondo discusses the massive but consistent profit making trades of one of Ayondo’s best FTSE 100 traders - TimTrading. Bentley is joined by Presenter Jenny Hammond and Tip TV’s Zak Mir. Bentley also discusses the dynamics of copy trading and updates viewers about the FCA proposals.
Listen to the full segment to know if people are more comfortable in blindly following traders.
Ayondo, #FTSE100, #indices, #equities, #markets, #trading
Tip TV viewers… do you fear Trump Presidency is the end of globalisation or the dawn of a new era of globalisation?
Bill Blain, Strategist at Mint Partners, believes the rise of populism across the globe does not mark an end of globalisation, but is merely a hiccup in globalisation… a learning moment that shall open doors for an upside shocks in terms of global growth this year.
Blain is optimistic about Trump Presidency and explains.
Trump, #monetarism, #fiscalstimulus, #US, #UK, #economics, #macro, #globalisation, #populism, #Trump
Simon French, Chief Economist at Panmure Gordon believes Draghi could strike a slightly upbeat tone and may be forced to look into his tool kit later this year owing to geopolitical risks presented by German, French, Italian elections.
Forget what may happen in the first 100 days of Trump Presidency, the President-elect could rock the boat via his actions in the first 100 hours itself.
Take note of the three things that French believes Trump could do against China… those could derail the record stock market rally.
ECB, #Trump, #inflation, #indicator, #economy, #macro, #politics, #elections, #China, #tradewars
“Yellen is a reluctant hawk”, says James Hughes, Chief Market Analyst at GKFX while talking to Presenter Jenny Hammond and Tip TV’s Zak Mir about Yellen speech and other ‘n’ number of important issues - from Trump to Brexit - that are moving the markets this week.
Listen to the full segment to know Hughes’ view on this week’s surge in Cable, the reluctance to carry forward the record rally in stocks and the uncertainty surrounding Trump’s inauguration.
Yellen, #Fed, #interestrate, #Trump, #politics, #Brexit, #US, #UK, #Sterling, #forex, #currencies, #GBP, #trading, #markets, #trading, #macro
Simon English from Evening Standard explains the ‘replaceable CEOs of the FTSE 100 companies need not be paid millions especially when their share price is going down'. English believes CEO pay is a bigger scandal than the one in football.
business, #macro, #UK, #FTSE 100
Simon English from Evening Standard weighs-in on the possibility of Pearson either cutting dividend or axing it altogether in 2017. The company’s shares plunged 22% today.
Pearson, #publication, #dividend, #fundamentals, #macro, #trading, #markets
Oanda’s Craig Erlam offers technical and fundamental commentary on AUD/USD, GBP/JPY and GBP/USD.
Listen to the full segment to know if -
AUD and other commodity dollars are poised for further rally
The rally in Sterling is a flash in the pan or a bottom is in place around 1.20
forex, #currencies, #trading, #AUD/USD, #GBP/JPY, #GBP/USD, #technicals
Francis Hunt from Market Sniper details the macro trade of the year - Buy Silver, Short Yen - that could offer 60% return within next 12 to 18 months.
Sounds great? Listen to the full segment to know the rationale behind Hunt’s call. Coming to British Pound, Hunt states, “the technicals continue to be bearish”.
Silver, #Yen, #Gold, #GBP, #Sterling, #markets, #trading, #macro, #currencies, #forex, #commodities, #precious metals
Shaun Richards from Notayesmanseconomics Blog is here to answer larger questions faced by one and all - Will the surge in inflation hurt the British economy?
Does higher inflation signal higher growth or does it merely means being poor is 20% more expensive?
Richards explains what’s driving the inflation higher & dissects the CPI and core details and weighs-in on whether the BOE would raise rates to counter price pressures. The segment is hosted by Mike Ingram from BGC Partners.
inflation, #CPI, #RPI, #PPI, #UK, #BOE, #interestrate, #economy, #macro, #fundamentals, #indicator
Tony Cross from toptradr updates Tip TV viewers about last week’s best traders at toptradr and the prop desks’s winning trade- Short DAX. This segment is hosted by Tip TV’s Nick Batsford.
Listen to the full segment to know the rationale behind the short DAX trade.
DAX, #GBP/JPY, #indices, #equities, #technicals, #trading, #toptradr, #investing
Trump called ‘NATO’ obsolete and criticised and criticised members that fail to meet spend at least 2 percent of gross domestic product on defence.
Is Trump’s criticism justified and what are the long-term ramifications of Trump’s anti-NATO comments.
Find out in this segment where Paul Wallace from The London Traders Network joins Presenter Zak Mir and Mike Ingram from BGC Partners.
NATO, #Germany, #US, #UK, #TheresaMay, #Trump, #politics, #geopolitics, #markets, #investing, #trading
Is the rally in the British Pound a flash in the pan or is the bird set to fly high in the coming days?
Mike Ingram, Strategist at BGC Partners & Zak Mir, Presenter at Tip TV, detail the various scenarios that could unfold in the GBP pairs over the next few days.
Ingram also sheds light on the key topics being discussed at Davos.
GBP, #GBP/USD, #forex, #currencies, #trading, #markets, #Davos, #politics, #economy, #macro, #commodities, #equities, #stocks
A must listen to segment for those who believe the bond market sell-off seen in the second half of 2016 has run its course.
Clive Lambert, Director at FuturesTechs says the price action in German Bunds suggests a potential for fresh sell-off.
Lambert prefers a sell trade in Bunds. Watch the full segment for an entry, exit and stop price.
He also presents his view on Gold, GBP/USD, USD/JPY.
Gold, #GBP/USD, #USD/JPY, #forex, #currencies, #trading, #technicals, #commodities, #precious metals
Donald Trump promised UK-US trade deal 'very quickly' in an interview with Michael Gove. However, David Buik, Senior Market Commentator for Panmure Gordon believes a quick UK-US trade deal is unlikely, but adds further that Trump’s positive outlook will give UK PM Theresa May a little bit of impetus during negotiations with the EU.
Listen to the full segment to know Buik’s view on Trump’s interview with Michael Gove, Theresa May’s speech and Hard Brexit.
Trump, #TheresaMay, #politics, #EU, #US, #macro, #hardBrexit, #markets
In today’s opening segment, Tip TV Presenter Zak Mir and Brand Communications CEO Alan Green discuss what come could come through from UK PM May’s speech due later today.
The majority of the content of May’s speech has already been reported. Hence, it will be interesting to see how markets behave after May provides clarity on ‘hard Brexit’.
Green also shares his outlook for Andalas Energy and Power (ADL), Rio Tinto (RIO) and Advanced Oncotherapy (AVO). Listen to the full segment to know if Antofagasta is a good sell trade
AndalasEnergyandPower, #RioTinto, #AdvancedOncotherapy, #Antofagasta, #equities, #trading, #stocks, #UK, #investing, #politics, #macro, #economy, #TheresaMay, #Brexit, #hardBrexit
Spreadex Financial Analyst Connor Campbell joins Presenter Zak Mir to discuss key events for the week ahead, outlook for major markets- GBP/EUR, FTSE 100, Netflix, Halfords and Royal Mail.
A must watch segment as Campbell details the fundamental outlook for stocks and sheds light on the client activity in the markets.
GBP/EUR, #FTSE100, #Netflix, #Halfords, #RoyalMail, #stocks, #equities, #trading, #UK, #macro, #technicals, #fundamentals #forex, #currencies, #indices
A falling Pound may have turned out to be a boon in the short-run; however, the resulting rise in imported inflation could hurt the economy in this year.
Jane Foley, Senior FX strategist at Rabobank believes the Consumers are likely to feel the pinch of higher inflation by mid-2017.
Watch the full segment to know why Sterling remains vulnerable in the long-run.
Key quotes on Sterling
Sterling was oversold ahead of the speech
Clarity on hard Brexit could help Sterling
#UK #economy, #fundamentals, #macro, #inflation, #indicator, #forex, #currencies, #Pound, #Sterling, #GBP/USD, #Cable, #markets, #investing, #trading
James Hughes, Chief Market Analyst at GKFX offers a great trading tip in this segment - Pound may cheer PM May’s hard Brexit talk. Hughes also sees scope for a further rally in gold.
Listen to the full segment to know - why UK PM May’s hard Brexit talk could be relief for the British Pound?
Ben Harrington, Business Journalist at BetaVille updates Tip TV viewers about the latest news in the M&A world. He is joined by Tip TV presenter Zak Mir. Harrington says the UK M&A sector has had a quiet start to the year.
Discussed in this segment is - Luxottica-Essilor merger, Reuben Brothers approached about backing Emerald Investment Partners' rival Punch bid.
UK, #US, #Europe, #Reuben Brothers, #Emerald Investment #Partners, #Punch, #business, #Europe, #Luxottica, #Essilor, #macro
“The EU is about to break-up” - this is the headline that has been doing the rounds since late December 2016.
Clem Chambers, CEO of ADVFN believes all this talk of EU breakup is a western propaganda. He says, “Look at the EUR… it is very strong and indicative of the fact that the EU project is here to stay.”
He adds further, “The only way EU could avoid domino effect is by crucifying Britain”.
Listen to the full video if Chambers is still bullish on the equity markets.
Euro, #EU, #EUR, #macro, #politics, #economics, #fundamentals, #UK, #US, #Brexit, #hard Brexit, #trading, #investing, #markets, #equities
Gaurav Sharma, Business Editor at IB Times believes oil prices could rally to $60 levels, but sees little potential for gains above the same.
Listen to the full segment to know if-
The OPEC members are playing the rules of the game
Whether the output cut deal is actually inventory rebalancing
Saudi’s could ditch the output cut deal in May on signs other members are violating the deal
Sharma is joined by Tip TV Presenter Zak Mir, and Matt Brown, Independent Market Strategist.