Podcast
True Potential Morning Markets
Hosted by True Potential · EN
Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
33episodes
Episodes
Newest firstAll episodes
What will renewed US conflict mean for inflation? | The Week in Markets
3d ago00:04:17Tap to summarizeGeorge Bell, Investment Director, and Lexi Herriott, Investment Analyst, discuss the rise of oil prices after US strikes on Iran, as well as the wider economic impacts of the conflict for equities and the path of interest rates.
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Why is Europe leading in equity performance? | Morning Markets
1w ago00:03:38Tap to summarizeMatt Henderson, Portfolio Manager, discusses the positive returns from global equities, led by Europe which is benefiting from falling oil prices, as well as a look ahead to upcoming inflation data and Q2 earnings reports from the US.
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US jobs report gives gauge on economy | The Week in Markets
1w ago00:08:27Tap to summarizePaul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the recent US labour report and how that could be a gauge for the economy and the decisions for the Federal Reserve. They also discuss European inflation figures, as well as the recent jump in Meta stock which jumped 10% this week.
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Will businesses reflect cooling inflation ahead? | Morning Markets
2w ago00:02:30Tap to summarizeKevin Kidney, Head of Investments, discusses cooling inflation pressures, as global oil prices return to pre US - Iran conflict levels, but will businesses begin to reflect this in their survey data as we move into a new quarter? Also, with this inflationary pressure easing, will central banks be able to look past the short term disruption and avoid interest rate hikes moving forward?
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Events heat up in Westminster | The Week in Markets
2w ago00:05:03Tap to summarizeKevin Kidney, Head of Investments, and Amanda Whitecross, Investment Director, discuss the current UK market climate, a look into oil prices and the extension of the peace deal, and a broader look at technology stocks with a focus on AI.
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How is UK politics affecting markets? | Morning Markets
3w ago00:02:05Tap to summarizeSebastian Mackay, Investment Director, recaps the economic impacts of last week's peace deal between the US and Iran and looks ahead to UK politics, which are coming into focus, with the expected succession of Andy Burnham as the new Labour leader becoming more likely.
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How are Central banks responding to the energy shock? | The Week in Markets
3w ago00:07:37Tap to summarizeGeorge Bell, Investment Director, and Harry Southren, Investment Analyst, discuss Trump’s peace deal, and it’s economic impacts on oil prices, bond yields and the stock market, as well as the current challenges central banks face in navigating inflationary pressures, and deciding the path of the interest rate policy.
Transcribe →Oil Prices Reduce As Markets React To US Iran Agreement | Morning Markets
4w ago00:03:54Tap to summarizeHow have the markets reacted to the pending US Iran war resolution? Our Portfolio Manager, Matt Henderson takes a look at Global Equity markets following the news, and also analyses the key events driving markets this week. What could this mean for your money? Stay tuned to find out.
Transcribe →SpaceX IPO launch & Tech Market pullback | The Week In Markets
Jun 1200:07:37Tap to summarizeThis week Investment Directors Paul Durrans and Sebastian Mackay discuss the largest IPO ever launched with Elon Musks's SpaceX, the strength of the US economy and the tech market sell-off.
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A correction in US technology stocks | Morning Markets
Jun 800:02:28Tap to summarizeKevin Kidney, Head of Investments, discusses the correction in US technology stocks from last week and its affects in wider markets, as well as a look ahead to US inflation figures and the expectations from the Federal Reserve on the path of interest rates.
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