Episodes
891
Latest episode
Aug 2026
Language
EN
Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the rise in UK inflation, UK labour market data, as well as the strength of the US earnings season reports and the intervention from the US treasury to calm bond markets.
Kevin Kidney, Head of Investments, discusses the all-time highs in global equities, and why global earnings strength is to the detriment of bond yields, as well as a look ahead to upcoming inflation and jobs data for the UK and what is could mean for the economy.
Paul Durrans and Sebastian Mackay, Investment Directors, discuss economic data from the UK and US, recent market moves, and why gold has came back into focus for investors.
In this episode of Morning Markets, George Bell, Investment Director takes a look at the week ahead including several important updates on inflation, economic growth and consumer demand as he explains what this means for your money.
Kevin Kidney, Head of Investments, and Amanda Whitecross, Investment Director, focus on equity performance, with new highs in the US and Europe, the strong corporate earnings result and what’s driving them, and a reflection on central bank meetings and the challenges that lie ahead for the Federal Reserve.
Paul Durrans, Investment Director, discusses the positive start for markets this week, with hopes of US-Iran negotiations bringing more stability to oil prices. We also get a look at US corporate earnings, and how despite the geopolitical volatility, they continue to beat estimates and underpin global equity markets, as well as a look ahead at upcoming economic data this week.
Paul Durrans and Sebastian Mackay, Investment Directors, discuss the moves within tech stocks, and which companies have been rewarded by the market, the performance of UK equities, with the FTSE 100 reaching new highs, and updates from major central banks.
Paul Durrans, Investment Director, discusses the fall in oil prices and boost to global equity markets as diplomatic efforts begin to try to find a solution to the US - Iran conflict. The Federal Reserve also meets this week to decide the path of interest rates as well as other major central banks and major tech companies announce results in the ongoing corporate earnings season.
George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss Prime Minister Andy Burnham’s first week in office and his key announcements including the creation of ’No. 10 North’. The team also cover the recent UK inflation figures and the ongoing US earnings season which has seen results from major tech companies.
Paul Durrans, Investment Director, discusses the renewed conflict between the US and Iran and its effects on equity markets, as well as a look into US corporate earnings results which are off to a good start. US firms IBM, Tesla, and Google, all report later this week.
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Valerie Hail
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Russ Mathews
