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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,
