Tiptv Business

In today’s news review segment, Independent Market Analyst Matt Brown and Presenter Zak Mir discuss major news in the world of business/finance and their potential impact on the financial markets. Of particular importance is the discussion on the BT - Ofcom deal and Theresa May denial breaking election tax promise over National Insurance. #News, #markets, #trading, #business, #finance, #investing, #BT, #Ofcom, #taxation

“Its non-farm payrolls Friday and it will be somewhat interesting than the dull UK budget”, says Independent Market Analyst Matt Brown. He adds further that only a horribly weak US wage growth number could force Fed to reconsider the next week’s rate hike. Presenter Zak Mir and Brown take note of the sell-off in oil and the resulting weakness in the energy counters in the UK. Also discussed in this segment is - Russell 2000 outlook from the Coe report, WTI Outlook by Investors Intelligence, Trade idea - Sell Shaftesbury and Broker Recommendations. #markets, #Fed, #centralbanks, #interestrate, #fundamentals, #macro, #forex, #commodities, #equities, #technicals, #trading, #investing

Roy Kaitcer, Investment Manager at Redmayne Bentley talks to Tip TV’s Matt Brown about the finer points in the UK budget and details the outlook for Morrisons and supermarkets in general. Kaitcer says the increase National Insurance contribution rate paid by the self-employed would not have a major impact on investments. He calls hike in National Insurance contribution and the reduction in investment allowance as a surprise. #UK, #budget, #Morrisons, #supermarket, #taxation, #macro, #economy, #fundamentals

Bill Hubard, Chief Economist at Trade.com is joined by Mike Ingram, Strategist at BGC Partners, to talk about Fed rate hike saga, rising inflation being a core issue at both sides of the Atlantic and UK budget. As per Taylor rule, US interest rates should have been north of 3%. Will the Fed deliver sequential rate hikes? Listen to the full segment to know rising inflation would force the Fed to hike rates at a faster rate. #Fed, #interestrate, #US, #UK, #economy, #macro, #fundamentals, #monetarypolicy, #inflation, #indicator, #yields, #bonds

Rob Ellice from Easy Property and Budgie Wright from Barbican Square Limited feel Stamp Duty is the final catalyst the property market needs to boost transactions and the Chancellor missed a golden opportunity. The segment includes a detailed analysis of the unnecessary burden on tenants, landlords and homeowners that is hindering a crucial sector. Watch the full segment to know- What Chancellor missed out in the budget? Are ordinary people renting or moving away from London? And the outlook for Countrywide and Foxtons #SDLT, #propertymarket, #UK, #business, #macro, #investing, #rentals

GKFX Chief Market Analyst James Hughes believes Draghi is unlikely jump on the Taper bandwagon as the ultra easy policies are finally working as expected and there are lingering issues like the Greek crisis and political uncertainty ahead. Also discussed is the price action in gold and oil. Do losses in gold represent Trump fatigue or heightened odds of faster Fed rate hikes? #Draghi, #ECB, #centralbanks, #monetarypolicy, #fundamentals, #macro, #trading, #commodities, #gold, #preciousmetals, #oil, #energies

All eyes (and ears) are on Draghi's speech today. It will be interesting to see if Draghi throws a bone or two to the hawks in response to rising headline inflation. Tip TV’s Zak Mir believes Draghi will allow inflation to overshoot the target. Also discussed in today’s opening segment is - UK budget review, Trade idea - Sell Goldman Sachs, Oanda forex market sentiment and Broker Recommendations. #Draghi, #ECB, #centralbanks, #markets, #investing, #trading, #UK, #Eurozone, #stocks, #equities, #forex, #commodities, #fundamentals, #macro, #technicals

John Eade, Chairman and President at Argus Research points to key takeaways from the last week’s Trump speech and the markets/sectors that could do well this year. Find out why Eade doesn’t see interest rates in the US going higher in the long-run Key points Trump’s tax cut plans unlikely to yield a revenue neutral budget. One way to finance budget is to issue ultra-long bonds (say 100-years) and lock-in the money at low interest rates Pharma sector: Focus on innovation that ultimately reduces medical bills February payrolls: Another strong number likely Pick of the year: defence sector #US, #markets, #investing, #trading, #macro, #fundamental, #fiscalpolicy, #monetarypolicy,#Fed, #centralbanks, #interestrates, #stocks, #equities

Bill Blain, Strategist at Mint Partners talks about the spectacular take off in Snap Inc on the first day which indicates that it is all about the big data and the hope that it will boost earnings. The typical stock valuation metric, the price-to-earnings ratio (or P/E), is irrelevant here. Blain believes other Unicorns could follow suit given there is a substantial froth in the market and also expectations of stellar growth during Trump Presidency. Blain says, “we are going to see an 'expectations reset' later this year - it may be a correction or crash”. #markets, #equities, #valuation, #Snap, #macro, #fundamentals, #trading, #equities, #stocks, #US, #Europe

Mike Ingram, Strategist at BGC Partners explains the possibility that Budget statement may end up being over optimistic about growth prospects, while underestimating inflation and negative impact of rising inflation on the economy. Ingram also talks about government borrowing and says BOE’s inflation forecasts do not sit well with growth forecasts. #UK, #budget, #macro, #economy, #indicator, #inflation, #borrowing, #BankofEngland, #BOE, #GDP

Oanda Senior Market Analyst Craig Erlam talks about a potential for a drop in gold to $1180 levels in the short-term, given the heightened odds of faster Fed rate hikes and the resulting strong US dollar. The geopolitical uncertainty appears to have taken a backseat now. What’s driving the GBP / USD lower? - Is it Fed rate hike talk or UK data deterioration? Watch Erlam dissect the price action in the GBP/USD. Also discussed is the outlook for USD/JPY. #Gold, #commodities, #preciousmetals, #trading, #UK, #USD, #GBP/USD, #USD/JPY, #forex, #currencies, #macro, #fundamentals, #technicals, #markets, #trading

“China is too big to fail”, says Tip TV’s Zak Mir, while discussing commentary from Investors Chronicle on whopping jump in Chinese imports in February. He adds further, “we don’t want China to fail as it would have disastrous knock-on effects on the world economy”. Presenter Jenny Hammond and Zak Mir also shed light on Softbank’s decision sell part of the newly acquired British chip maker Arm to its Saudi-backed investment fund. Also discussed in the segment is - Trade idea, Oanda forex market sentiment, Gold & S&P500 view technical view from Investors Intelligence/Coe report and Broker Recommendations. Will HSBC drop as suggested by the bearish price-RSI divergence on the weekly chart? - Watch Mir discuss the outlook for HSBC. #UK, #equities, #indices, #stocks, #China, #economy, #trading, #technicals,# fundamentals, #macro, #forex, #commodities

Deutsche Bank ditched the original turnaround plan and approved new measures - plans to raise about $8.5 billion in a share sale, selling a piece of the asset-management business and abandoning the sale of the consumer-banking unit. Panmure Gordon Senior Market Commentator David Buik joins us to discuss whether these measures will mark the turnaround in Deutsche Bank’s fortunes. Also discussed is whether Trump would make America wait for a long time as congress is unlikely to approve the watered down version of banking regulatory acts. For Buik, UK Budget is as good as a non-event. #DeutscheBank, #Banks, #Germany, #UK, #US, #Trump, #UK #Budget, #macro, #fundamentals, #markets

Scott Grant from London South East joins us to discuss most traded stocks: Ascent Resources, Solo Oil, most discussed stocks: Premier Oil PLC, Ascent Resources. Also discussed is Independent Resources’ transition to ‘Echo Energy’, Share Views and Investor Event. #LSE, #stocks, #equities, #UK, #trading, #markets, #AscentResources, #SoloOil, #PremierOil, #IndependentResources, #EchoEnergy

Legendary Investments Executive Chairman Zafar Karim updates Tip TV viewers about the Virtualstock portfolio company. Legendary owns 7.0% of Virtualstock. Karim talks about Virtualstock’s clientele which includes names like the NHS, Tesco PLC, J Sainsbury PLC's, Argos and MapIin. Also discussed is Legendary Investments' strategy, which involves investing in growth stocks. Tip TV’s Zak Mir compares it to long Out-Of-The-Money Call option. #LegendaryInvestments, #Virutalstock, #UK, #business, #economy

Will Fed ignore the anemic wage growth and hike rates three times this year? James Hughes, Chief Market Analyst at GKFX believes Fed would want to see a healthy and a steady growth in wages before it really puts the pedal on the metal. Friday’s coming wage growth figures are important, but may not necessarily stop the Fed from pushing rates higher next week. Also discussed in the segment is- Is the pull back in the S&P500 is a technical correction or is it being driven by heightened rate hike bets? Gold trapped between bullish crossover between 50-DMA and 100-DMA and 200-DMA resistance Dutch Elections hold the key for Europe. Victory for a right wing party could boost the odds of Marine Le Pen victory in French Elections #markets, #equities, #trading, #macro, #Fed, #interestrate, #wages, #inflation, #gold, #commodities, #preciousmetals, #technicals, #fundamentals, #Dutch, #France, #UK, #US

Independent Market Analyst Matt Brown says the FTSE 100 lacks direction and seems to be going nowhere in the dull market and ahead of what promises to be an equally dull UK budget on Wednesday. Listen to the full segment to know why big UK miners are likely to outperform small miners. Also discussed in the segment is - Dow Jones and Gold technical view from Investors Intelligence, Trade idea, Oanda forex market sentiment and Broker Recommendations. #UK, #equities, #indices, #stocks, #mining, #miners, #trading, #technicals, #fundamentals, #macro

Listen to James Huckett, Senior Sales Trader at Hobart Capital Markets discuss the details of the bearish report on Mitie Group from Jefferies and Berenberg Bank’s bullish take on Travis Perkins. Mitie Group PLC was downgraded by equities researchers at Jefferies Group, LLC to an “underperform” rating in a research report issued today. The stock is down 6.6% at 196 levels. Meanwhile, Berenberg Bank lifted Travis Perkins to ‘Buy’. The stock is up 2.36%. #UK, #stocks, #equities, #trading, #investing, #fundamentals, #MitieGroup, #TravisPerkins

Are you looking forward to Wednesday’s UK Budget Statement? If yes, then this is a must watch segment as Kallum Pickering, UK Economist at Berenberg discusses what may or may not come through from the Budget Statement. Optimists would be disappointed to know that budget is unlikely to offer anything that would significantly boost consumption/domestic demand. Pickering also talks about business rates, private and public sector spending and less need for borrowing, given the economy has held up well in the post referendum period. Real rates to remain negative in the US Coming to the Fed rate hike saga, Pickering says the Fed is good to go and aptly points to the fact that despite three rate hikes this year the real rates would still be negative. #UK, #budget, #macro, #economy, #fundamentals, #Fed, #centralbanks, #interestrate, #US

Freelance Business Journalist and Editor of Betaville Website Ben Harrington says talks about how the Standard Life and Aberdeen merger story broke over the weekend and potential knock on impact. Speculation is mounting that other listed asset managers will also be forced consider defensive M&A deals. Watch the full segment to know if it is a merger or a takeover of Aberdeen by Standard Life. Other key M&A deals discussed in this segment are - · Pollen Street leads move to buy back Shawbrook · Peugeot maker PSA agrees to buy GM's Opel in $2.3 billion deal · Speculation around Restoration Hardware #M&A, #UK, #business, #StandardLife, #Aberdeen, #UK, #US, #macro, #equities, #RestorationHardware