IG trading the markets

The Japanese equity market has had a strong start to 2024 and continues to flirt near record highs, but how long can this continue? We ask Schroder Japan Trust’s Masaki Taketsume this question, along with why he thinks real positive structural shifts are in motion. IG’s Angeline Ong also gets Taketsume’s outlook for the yen amid swirling BoJ intervention talk. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 70% of retail CFD accounts lose money*

TSMC’s stellar Q2 revenues are likely to give chip and AI-related stocks another boost, says Tematica CIO Chris Versace, and potentially lead to further upgrades for the chip industry. Versace also discusses Samsung’s big bet on ‘foldables’ with IG’s Angeling Ong, and why US Fed chair Jerome Powell has to balance inflation with jobs growth. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 70% of retail CFD accounts lose money*

As the European Commission's provisional tariffs on Chinese-made EVs take effect, IG’s Angeline Ong catches up with Xiaolin Chen, Head of International at KraneShares to discuss the potential impact of the ongoing trade tit-for-tat and how investors can position for this. Chen also explains why EVs, renewables, and healthcare were some of the most discussed topics at the latest World Economic Forum in Dalian, China. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 70% of retail CFD accounts lose money*

This US jobs reading could keep the Wall Street melt-up going. If it’s not a ‘hot’ number, then it could give the Fed room to cut rates, says Tematica CIO Chris Versace. Plus, why bank stress tests indicate risks cracks could be emerging. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

The 2024 UK general election has been anything but boring, with PM Rishi Sunak soaked to the skin, to alleged betting scams and Nigel Farage, back from the political dead. So, with just days to go until voters head to the polls, IG’s Angeline Ong caught up with Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain to find out what they are expecting out of this election, and more importantly, how to trade it. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

You know it's an election year both sides of the Atlantic when tariff threats fly thick and fast. We've had tariff threats linked to semiconductors, pork and agriculture so far. KraneShares CIO Brendan Ahern unpacks the political sabre-rattling with IG's Angeline Ong and how to trade it. Ahern also says the Wall Street 'melt-up' may well continue this summer before the US election. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

With Wall Street crossing the 20-month anniversary of the bull market, many investors are asking if the rally is looking stretched. John Stoltzfus Chief Investment Strategist, Managing Director at Oppenheimer Asset Management tells IG’s Angeline Ong the rally could go on longer than many expect because many tech companies’ products are becoming more deeply embedded in the lives of business and consumers. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

US indices have defied gravity so far in 2024, and this may continue from a fund flow perspective. Dewi John, Lipper’s Head of UK Research joins IG’s Angeline Ong to explain the rotation underway from the UK funds into the US. John also says there’s evidence investors are rotating from passive to managed funds, as we head into H2. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

With the last rate meeting before the UK general election, PM Rishi Sunak is hoping for a rate cut, however this is unlikely to come through. That being said the event may be the volatility peak of the week watching EUR/GBP particularly. Outside of this is PMI data towards the end of the week across Japan, the eurozone, including France and Germany, the UK and US. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

IG Premium Client Manager, Luke Moore, delved behind the curtain to reveal how traders make their moves around elections – with just a few weeks until Brits go to the polls. Moore speaks to IG's Angeline Ong about which markets are key, in particular the FTSE 250, oil, gas and housebuilders, but also how traders and investors differ in their views and bias and could leave decisions late. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube “Your capital is at risk. 71% of retail CFD accounts lose money"

The big swing point in the coming week, starting 10 June, will doubtless be the interest rate decision in the US. The Federal Reserve is not expected to move, but with the Swiss National Bank, the Swedish Central Bank and the European Central Bank having cut rates, the starting gun has been fired. The big question is with inflation still simmering, is the Federal Reserve right to wait? There is also a Friday 14th rate decision from the Bank of Japan. Earnings are thin on the ground, but Oracle, still being led by the man who founded the company almost 47 years ago, Larry Ellison on 16 June 1977, reports Q2 earnings after the closing bell on Tuesday 11th. With it being an all-sessions stock on the IG platform is an opportunity to trade the move as it happens. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

The US Federal Reserve has been closely watching wage growth out of concern that faster-than-normal pay gains may add to inflation pressures. Chris Versace, CIO of Tematica Research tells IG’s Angeline Ong it’s the average hourly earnings print that will feed into the Fed’s thinking, surrounding the timing of its first interest rate cut. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

Wall street continues to defy gravity. One area of support for equities comes from investors close to retirement. John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management says investors are looking to invest in stocks for retirement purposes at a time when it is projected that US social security benefits could be at risk of being reduced in the not-too-distant future. Stoltzfus explains the ramifications of this to IG’s Angeline Ong. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube “Your capital is at risk. 71% of retail CFD accounts lose money"

With scheduled corporate news in the background, traders will have a heightened sensitivity to the FX markets. On Thursday there is the ECB rate decision. As IGTV’s Jeremy Naylor explains, it’s not the decision itself after the green light was lit last week, by ECB chief Christine Lagarde, it’s more about whether the cut is one and done or if there are more to come this year. Other rate decisions in the coming week are in Canada and India. Outside of this, once the dust has settled on EUR/USD the spotlight returns to that cross with Friday’s release of US non-farm payrolls. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Anglo may have rejected BHPs advances yet again. But, the courtship is not over. John Meyer, mining analyst and partner at SP Angel tells IG’s Angeline Ong that BHP could come back again in 6-months. BHP, he says, could also look at other suitable takeover alternatives like Antofagasta and Freeport-McMoran. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube “Your capital is at risk. 71% of retail CFD accounts lose money"

Transformative or troubling? Buy-now-pay-later (BNPL) products are a type of short-term loan offered at point of purchase, with little in the way of checks, fees or interest. IG’s Angeline Ong caught up with Tematica Research’s CIO Chris Versace to find out why he thinks BNPL is here to stay, especially in a time when the ‘stretched consumer’ narrative is likely to continue. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube “Your capital is at risk. 71% of retail CFD accounts lose money"

The Nvidia frenzy is leading some investors of the chip giant wondering how they can take risk off the table. Anthony Ginsberg, manager of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK) says one way to diversify is to invest in data centre-related stocks. Ginsberg also explains why he thinks cheaper non-US EV manufacturers are set to gain traction in the coming months. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube “Your capital is at risk. 71% of retail CFD accounts lose money"

While it is a quiet week ahead, with both the UK and US out for a long weekend on Monday, there are some data points to watch out for of interest. Most notably in Germany where there’s the Ifo business sentiment on Tuesday, consumer confidence and CPI data on Wednesday and retail sales in the German economy on Thursday. For this there’s a technical set up for a short position on the Dax. In the US on Friday there’s personal income and spending alongside PCE data for April. On the corporate agenda it is relatively quiet with two all-session US stocks to watch on earnings with HP reporting fiscal second quarter earnings on Tuesday and Best Buy on Q1 before the bell on Wednesday. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Traders brace for earnings from Nvidia, a raft of Fed speakers, and flash manufacturing and services PMIs as Wall Street continues to grind upwards. Chris Versace, CIO of Tematica Research joins IG’s Angeline Ong to discuss why he thinks the S&P 500 could breach 5,600 by the end of 2024. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

UK inflation could well be the swing point for the FX markets from the week’s economic diary. It comes on Wednesday and, if it follows the recent US inflation data on the downside, there may be a short sterling position to be had. Also on the economic agenda is a rate decision from the Kiwi central bank where no change is expected. On the corporate agenda, the top of the bill is earnings midweek from AI chip designer Nvidia. It trades all sessions on the IG platform and reports numbers after the closing bell on Wednesday 22 May. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube