Over deze podcast
This weekly podcast from the team at Walker Crips Investment Management provides an in depth commentary on the macro economic factors driving global markets, whilst also focusing on individual stocks that are making headlines.
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.
Afleveringen
De nieuwste 20 van 257 afleveringen
- Markets braced for Wednesday's Budget · 9 min · Seizoen 1 Aflevering 254UK inflation accelerated to 3.5% in the year to September from 3.1% in August, its fastest pace since October 2025 and above the 3.4% consensus, driven by transport and motor…
- Walker Crips Pre-Budget Briefing 2026 · 11 min · Seizoen 1 Aflevering 253Navigating the upcoming budget: Key takeaways for investors Join Walker Crips Investment's Senior Investment Analyst Alan Philip and Investment Director James Richards as they…
- Oil prices and the AI sell-off · 9 min · Seizoen 1 Aflevering 252The UK economy grew 0.1% in August from July, against expectations of a 0.1% decline, with production up 0.8%, services flat and construction down 0.2%, leaving the month's Gross…
- Oil prices fuel inflation fears · 9 min · Seizoen 1 Aflevering 252The UK composite purchasing managers' index ("PMI"), a survey which tracks the health of the UK private-sector economy, eased to 52 in September from 52.5 in August, leaving…
- UK economy defies the pressure · 9 min · Seizoen 1 Aflevering 252The UK economy grew faster than first thought in the second quarter of 2026, with UK gross domestic product ("GDP") revised up to 0.5% from 0.4% by the Office for National…
- Next month's budget comes into focus · 9 min · Seizoen 1 Aflevering 251UK economic activity data has softened as the Budget on 28 October draws closer. The flash composite Purchasing Managers' Index ("PMI") fell to 51.7 in September from 52.5 on…
- Inflation puts rates under pressure · 9 min · Seizoen 1 Aflevering 250The Bank of England held the base interest rate at 3.75% last Thursday by a six to three vote, the dissenters favouring an immediate increase, and warned that rates may need to…
- Oil prices fuel inflation fears · 9 min · Seizoen 1 Aflevering 249Last week, UK investors closely monitored macroeconomic signals while looking ahead to the Bank of England's (“BoE”) forthcoming monetary policy meeting, where expectations…
- UK borrowing costs bite · 9 min · Seizoen 1 Aflevering 248Surging higher borrowing costs are expected to create further headwinds for the UK economy ahead of the 28 October 2026 budget, threatening to shrink the Treasury headroom by up…
- Pressure builds ahead of the budget · 8 min · Seizoen 1 Aflevering 247Last week in the UK, economic data showed that optimism amongst British businesses grew in August as Lloyds Bank’s confidence index rose to 53%, the highest since the start of…
- The UK faces rises in energy price caps and inflation · 8 min · Seizoen 1 Aflevering 246Last week, Bank of England policymakers faced expectations of rates holding at 3.75%, with nearly 90% of economists predicting “no change” despite market pricing for increases…
- UK economy defies expectations · 9 min · Seizoen 1 Aflevering 245Last week, Bank of England policymakers faced renewed monetary tightening expectations, especially as Chief Economist and Monetary Policy Committee member Huw Pill voted for rate…
- UK markets face a fiscal reckoning as debt breaches £3 trillion · 9 min · Seizoen 1 Aflevering 244Last week, Purchasing Manager’s Index (“PMI”) mixed signals pointed to a modest UK economic recovery. Whilst UK business activity saw a first rise in three months, driving the…
- Bank of England keeps rates on hold amid uncertainty · 9 min · Seizoen 1 Aflevering 243All eyes were on the Bank of England (“BoE”) on Thursday for its latest interest rate decision. The Monetary Policy Committee decided to hold the rate at 3.75%. This dovish…
- UK is experiencing political shifts with her new Prime Minister · 8 min · Seizoen 1 Aflevering 242Last week, Bank of England policymakers faced renewed monetary tightening expectations, especially as money markets now fully price further increases and anticipate upcoming…
- SPECIAL: Walker Crips Podcast (Episode 1) · 17 min · Seizoen 1 Aflevering 241In the first of our new video podcast series, James Richards and Ben Potter discuss artificial intelligence ("AI") valuations, inflation, gold, gilts and where they see markets…
- Ongoing financial stability risks as inflation nears 3.2% · 8 min · Seizoen 1 Aflevering 240Last week, Bank of England (“BoE”) Governor Andrew Bailey highlighted clear financial stability risks, noting the central bank must monitor price inflation hitting 3.2%…
- IMF upgraded the UK’s 2026 growth forecast positioning it as the third fastest-growing economy in the G7 · 8 min · Seizoen 1 Aflevering 239Last week, Bank of England Chief Economist, Huw Pill, downplayed any near-term rate cuts, noting the central bank must keep inflation under control. Consequently, policymakers…
- The Bank of England is comfortable leaving interest rates on hold · 8 min · Seizoen 1 Aflevering 238Last week, Bank of England Governor Andrew Bailey downplayed the possibility of rate cuts this year, noting the central bank is comfortable leaving interest rates on hold. While…
- Prime Minister Kier Starmer's resignation doesn't reassure the markets · 8 min · Seizoen 1 Aflevering 237Last week was marked by the Prime Minister Sir Keir Starmer’s resignation on Monday, despite the exit being expected, anxieties still developed and the British economy continued…
