Market Commentary
Weekly Market Update- Week Ending 20/05/2022
“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.” – Ronald Reagan Prices continue to climb in the UK, with inflation jumping to 9% in the 12 months to April, having been 7% in March. The sharp rise has been blamed on the big increase…
Read MoreWeekly Market Update- Week Ending 13/05/2022
Global equity markets were lower this week. With the mood already sombre, when US inflation data surprised on the upside it prompted further selling of risk assets as concerns increased about the pace of possible interest-rate rises. Although US consumer prices fell from 8.5% to 8.3%, it was higher than expectations of 8.1% and remains…
Read MoreWeekly Market Update- Week Ending 06/05/2022
With inflation soaring and central bankers playing catch up, it was highly likely interest rates were going to increase this week. The question was though, by just how much? In the US, the Federal Reserve announced on Wednesday night a 0.5% increase to a range of 0.75% to 1% and closer to home on Thursday…
Read MoreWeekly Market Update- Week Ending 29/04/2022
Reporting season continued at pace this week. The mega-cap technology names announced a mixed bag, with Alphabet missing analysts’ estimates, Microsoft beating theirs, and Meta (formerly Facebook) rocketing 17% on Thursday as user numbers returned to growth. Closer to home, GlaxoSmithKline reported a year-on-year 71% growth in profits in the quarter to the end of…
Read MoreWeekly Market Update- Week Ending 22/04/2022
The first-quarter earnings season gathered pace this week. Whilst overall the trend so far has been positive, pricing power is key as profit margins are squeezed with businesses facing cost pressures from rising inflation. The biggest high-profile loser was Netflix, which saw its share price tumble 35% on Wednesday. Netflix user numbers fell by 200k,…
Read MoreWeekly Market Update- Week Ending 15/04/2022
Investment markets were broadly higher this week. Talks continued in Ukraine and the oil price fell on news the US will release a record amount of its reserves. This measure will help to alleviate some major supply issues as countries continue to search for alternatives to Russian oil. Against the uncertain backdrop in recent months,…
Read MoreInvesting – Property Vs Stock Markets
When choosing to deploy a large sum of money, it is only right to question where is best to invest it. This year, there seems to be a never-ending list of financial ‘opportunities’, from ‘hot stocks’ to cryptocurrencies, gold to oil, and property to bonds. As the title suggests, this article focuses on two of…
Read MoreCave’s Quarterly – Q2 2020
Please click the link below to view our quarterly update, which focuses on the economic and market developments over the last three months. CLICK HERE TO READ
Read MoreCave’s Quarterly – Q1 2020
To get up to speed with the recent economic and market developments, please take a read of the first Cave’s Quarterly round-up of 2020. CLICK HERE TO READ
Read MoreCave’s Quarterly – Q4 2019 Round-Up
To get up to speed with the recent economic and market developments, please take a read of the fourth Cave’s Quarterly round-up of 2019. CLICK HERE TO READ
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