Tiptv Business

Mike Van Dulken, Head of Research at Accendo Markets, says Trump needs to ‘walk the talk’ as far as tax reforms and fiscal spending is concerned as markets do not buy Trump talk anymore. Dulken also weighs-on the ‘hard data - soft data divergence’ debate going on with respect to US. He adds, “The dollar index could spike if the hard data shows signs of revival”. Listen to the full segment to know Mike Van Dulken’s view on GBP/USD, Dollar Index and Shanghai Composite. Markets#Trump#trading#investing#stocks#equities#GBP/USD#Dollar Index#DXY#Shanghai Composite#fundamentals, macro

Phil Thomas, Director of London South East (LSE) talks to Presenter Zak Mir about the most traded share on the LSE - Sirus Minerals (SXX), trending stock - Solo Oil (Solo), most chatted about stock - Bushveld Minerals (BML) and 88 Energy. Thomas says the most traded tab is a good indicator of the money flow. Listen to the full segment to know what’s behind the spike in Bushveld Minerals shares. LSE#Sirus Minerals#Solo Oil#Bushveld Minerals#macro#investing#trading#equities#stocks

Investec Chief Economist Phillip Shaw feels the US markets aren’t excessively overvalued, however, the seeds of doubt are being sown into the mind of the investors as to whether Trump would be able to deliver what he promised during the election campaign. Key quotes A bit of rotation is happening out of Trumpflation sectors to defensives Dull stuff (defensives) always works well during the times of uncertainty Rise in inflation primarily due to the normalization of oil prices. Core inflation remains low across the Eurozone UK CPI is seen rising to 3% by 2018 and could weigh over consumer spending Not sure if Trump would be able to deliver ‘Yuuuge’ tax cuts Trump’s fiscal plan can’t be taken for granted markets#trading,#investing,#US#valuations#stocks#equities# inflation#indicator#Investec#fundamentals#macro

Independent Market Analyst Matt Brown sheds light on the report from the retail researcher Kantar Worldpanel which says the price of everyday goods in the country’s supermarkets is expected to continue to uptrend. What does it mean for the UK economy and retailer/supermarket shares? - Watch Brown and Presenter Zak Mir discuss the inflation pinch. Also discussed is Xi - Trump meeting, Trade of the day - Sell Vodafone, political situation in South Africa, Oanda forex market sentiment and Broker Recommendations. #UK, #inflation, #economy, #indicator, #macro, #fundamentals, #trading, #forex, #currencies, #commodities, #stocks, #equities, #US

In today’s newspaper review segment, Independent Market Analyst Matt Brown, Presenter Jenny Hammond and Presenter Zak Mir shed light on the most discussed story across the globe - Donald Trump's warning that the US could take unilateral action to eliminate North Korea's nuclear threat. Trump said - 'If China is not going to solve North Korea, we will’. The other key piece of news is - Spain-UK row escalates over Gibraltar and Brexit. #Trump, #NorthKorea, #China, #Spain, #UK, #Gibraltar, #markets, #trading, #investing

Kallum Pickering, Senior UK economist at Berenberg Bank, says the actual Brexit may not happen for 5-7 years! Following a one-year period of divorce talks, EU and UK are likely to establish a framework or negotiations which could go on for 3-5 years. Will it be a hard Brexit a zero sum game or a win-win situation? What are the factors that could lead to hard Brexit? Watch Pickering detail the downside risks. The segment ends with Pickering forecasting a first ECB rate hike in the third quarter of 2019. Key quote -“In terms of employment, the Eurozone is at least 2-3 years behind the US” #Brexit, #UK, #EU, #economy, #macro, #fundamentals, #ECB, #central #banks, #interest #rates, #inflation, #indicator, #UK, #EU

Reckitt Benckiser PLC is planning to sell its £2bn food division to help fund the takeover of Mead Johnson. Ben Harrington, Business Journalist and Editor at Betaville Blog says, “Kraft Heinz could be a bidder for the food division”. Kraft Heinz had dropped its bid for Unilever in February. Other key M&A news and Grapevine discussed in this segment are- LSE-Deutsche Boerse fall out What’s the motive behind Goldman’s 20%-25% stake in ITV? Imagination Technologies - Company is now 70% cheaper… may attract bids Rumor mill about Kering tie up and acquisition What to watch out for? - Madison Square Garden, Check out their website later in the week, says Harrington. #M&A, #UK, #US, #KraftHeinz, #ReckitBenckiser, #business, macro

Tony Cross, Market Analyst at toptradr talks about the prop desk’s best trades of the last week/recent weeks. Cross talks about Amir Samih’s (last week’s down trader) S&P 500 short trade initiated in late Feb and the rationale behind holding on to the short position. Another trade is long USD/CHF position by Stevan Gonsalves, who won the $10K allocation for the second time. #markets, #trading, #forex, #indices, #S&P500, #technicals, #macro, #fundamentals, #toptradr

Jeremy Stretch, Head of G-10 FX at CIBC says, “Trump’s accusation that China is a currency manipulator is at least 5-10 years out of date.” He adds, “If anything, China is trying to stabilise its currency, which is a good thing”. On GBP being undervalued: Stretch says the traditional study does suggest it is undervalued, but we are operating in new normal or abnormal times. Record shorts do indicate potential for recovery, but it is likely to be capped around 1.3 On EUR: ECB does not need to be so expansive, the EUR could go higher post French elections Listen to the full segment as Stretch weighs-in on the Trump-Xi meeting and the fundamentals of the UK economy #forex, #currencies, #trading, #USD/CNY, #Yuan, #China, #GBP/USD, #EUR/USD, #markets, #fundamentals, #macro, #US, #UK, #Europe, #France

“RBS will face a large legal bill,” Independent Market Analyst Matt Brown talks about the mounting litigation pressure following reports about scandals. Brown says the main data to watch out for today is the US ISM manufacturing and Friday’s non-farm payrolls release. Also discussed is – Trump-Xi meeting, Trade idea – Sell Barclays, Forex Oanda Sentiment Chart, and Broker Recommendations. #RBS, #stocks, #equities, #US, #ISMmanufacturing, #trading, #markets, #macro, #fundamentals, #forex, #currencies, #commodities

“Big money is made buying a crash and not buying the dips”, says ADVFN’s Clem Chambers while discussing his outlook for the market. Chambers sees a potential for hefty correction - even a crash as Trump trade risks falling apart. Chambers also shares his view on defence stocks and trading strategy in general. “Am on the back foot and half in cash”, says Chambers. #markets, #trading, #investing, #stocks, #equities, #macro, #fundamentals, #UK, #US

James Rickards, Author of “The Road to Ruin” and “The Death of Money” talks about Brexit being a good separation for both the UK and EU, a high probability of Scexit i.e. Scotland’s exit from the UK followed by an entry into the EU, the next crisis being bigger than the one in 2008 and Trump Presidency. Listen to the full segment to know what would happen to UK if Scotland were to leave? Key quotes UK should have never been in the EU Brexit Negotiations should go smoothly Europe is getting more and more integrated, they have to Expect Scotland to be the new EU member in due course Fatal flaw in the EU- monetary union, but not fiscal union UK has been never on board when it comes to fiscal union, banking union The UK doesn’t have much gold left.... Following Scexit, Scotland would be left with no pound and no gold The five US banks are much larger… Everything is more dangerous than 2008 The collapse is coming… When it happens, it would be much bigger than 2008. We are overstretched 10% allocation in go

Trading has become rather too simplistic… buy the dips in the equities and enjoy the upside. However, this a worrying factor, says James Hughes, Chief Analyst at GKFX. He adds, “Trump’s tax and fiscal plan have to be massive, else the negativity could, really… really hit the market.” Watch Hughes shares his thoughts on the Brexit and Oil markets.

Robert Sijpesteijn, Sales Trader at Ayondo explains the Top Trader Competition, which involves starting the trading career as a ‘Street Trader’ (base of the pyramid) and slowly progressing to the ‘Institutional’ level (top of the pyramid). Watch the full segment to know how Ayondo rewards a consistent performance. Sijpesteijn also talks about the trading strategy/record and risk profile of the best traders at Ayondo and the premium client bonus.

Mike Ingram, Strategist at BGC Partners joins Presenter Jenny Hammond and Tip TV’s Zak Mir to discuss whether the ECB could afford to have a Taper Tantrum and if the reflation trade is rolling over. Central banks have to react to higher inflation… that means higher rates and lower growth”, says Ingram. Tags - ECB, trading, central banks, reflation, markets, fundamentals, macro, stocks, equities, forex, indices

Charlie Morris, Head of Multi-Asset at Newscape Capital says there is a feeling of uncertainty in the markets due to Trump, Brexit etc, although much of it is due to the rhetoric and in reality the markets are completely relaxed. The point to be noted - Morris says the average volatility of the FTSE 100 over the last 20 year period has been around 17%, while as of now the volatility is around 7%! Listen to the full segment to know- Which assets are likely to do well in the current low volatility environment? Why is Morris bullish on the UK and European equity markets? Also discussed is the Bitcoin market. #volatility, #VIX, #markets, #trading, #indices, #equities, #Europe, #UK, #US, #investing, #macro, #fundamentals

In an interview with Tip TV, Oanda Senior Market Analyst Craig Erlam hopes the Brexit negotiations would happen behind the closed doors, thus leaving the GBP/USD at the mercy of the economic data releases. Erlam shares his view on EUR/USD, GBP/USD and Gold. Listen to Erlam discuss whether the Pound has seen the worst of the Brexit uncertainty #trading, #markets, #currencies, #EUR/USD, #GBP/USD, #XAU/USD, #commodities,#precious metals, #gold, #investing, #macro, #fundamentals, #technicals

Market Strategist Ronnie Chopra says 1.2 levels is the floor in the GBP/USD pair as much of the negative news related to Brexit has been priced-in. Chopra is joined by Presenter Jenny Hammond and Tip TV’s Zak Mir. Key things discussed - The COE report: bullish view on the S&P 500 index, Oanda forex market sentiment, Trade of the day - Sell Randgold Resources, Economic Calendar, outlook for CAC if Le Pen wins French elections. #markets, #trading, #investing, #Brexit, #macro, #fundamentals, #UK, #equities, #stocks, #forex, #currencies, #commodities

Scott Grant from the LSE talks about the trending/most chatted stocks - Infinity Energy and Hurricane Energy and FTSE risers - Next. Watch the full segment to know- What’s behind the surge in volumes and price of Infinity Energy? & Have the markets factored-in the worst or have them over factored-in the worst in Next? #LSE, #stocks, #equities, #trading, #macro, #fundamentals, #InfinityEnergy, #HurricaneEnergy, #Next, #UK

James Hughes, Chief Market Analyst, explains the Wall Street’s state of the mind - “Trump fails to repeal and replace Obamacare - Will he be able to cut taxes, we may not get infrastructure spending”. Hughes says it was the strong earnings and hope that Trump would cut taxes and embark on infrastructure spending that fueled the stock market rally. If he fails to deliver the bubble could burst. Listen to the full segment for Hughes’ take on the forex markets. #Trump, #US, #markets, #trading, #investing, #forex, #currencies, #macro, #fundamentals