IG trading the markets-logo

IG trading the markets

Business & Economics Podcasts

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 69% of retail clients lose money.

Location:

United Kingdom

Description:

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 69% of retail clients lose money.

Twitter:

@IGTV

Language:

English


Episodes

Key changes to stocks and shares ISAs in 2024

2/28/2024
With the end of the tax year fast approaching, IG’s Portfolio Manager, Martin Harris, sat down with IGTV’s Angeline Ong to run through the three key changes to ISA’s for 2024 and which IG products are available.

Duration:00:06:40

Week ahead: Kiwi rate decision and China PMI data

2/25/2024
The most volatile event of the week ahead is likely to be the New Zealand rate decision on Wednesday morning. With the Kiwi dollar at a nine-month low against the Aussie, if the Reserve Bank of New Zealand continues with its hawkish rhetoric, there’s a possibility of a short AUD/NZD winning on the day. The other event will be the Caixin and NBS PMI data in China which will give a deeper understanding of just how weak the Chinese economy is. Corporate data includes Ocado and Zoom on earnings watch. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Duration:00:06:49

Investing in the renaissance in uranium

2/21/2024
2023 was a big year for uranium, confirming that we are indeed seeing a nuclear renaissance. There has been a commitment to nuclear energy coming from environmental concerns, with COP28 seeing nuclear energy taking centre stage with 22 countries pledging to triple their nuclear energy capacity by 2050. Big producers are also signalling lower production. One of the world’s largest producers, Kazatomprom, reduced its production guidance by 14% and said it is unlikely to reach its 2025 targets. IGTV caught up with Tom Bailey from HanETF to discuss two ETFs of note. 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. 69% of retail CFD accounts lose money*

Duration:00:09:04

Week ahead: Flash PMI data & UK bank earnings

2/18/2024
After a week of GDP data, comes flash PMI numbers for many of the world’s largest economies. This will give us a more thorough understanding of how economies are faring bearing in mind the recent recession in the UK and Japan. Earnings across the week are dominated by UK banks where we see FY numbers from HSBC, Lloyds Banking Group, Barclays and Standard Chartered. Mining stocks are also in view with updates from Glencore and Rio Tinto. All sessions stocks to watch out for on the IG platform, in the US, include Nvidia, Walmart and Home Depot, all of whom report earnings. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Duration:00:07:20

‘Fed does not need to cut rates early spring’ – Versace

2/14/2024
‘The US Federal Reserve does not need to cut interest rates in March or even in early spring,’ Chris Versace, Tematica CIO tells IG’s @AngelineOng ‘because the economic data coming through indicates the US economy is still at risk of rising inflation’. Versace also explains why chip stocks, especially those related to AI and data centres, could have further to climb.

Duration:00:05:48

Week ahead: UK CPI GDP jobs & retail sales, Japan GDP and Australia confidence

2/11/2024
In a week when many Chinese markets are out for the celebration of the year of the dragon, earnings begin to tail off from the recent flurry. There are still some areas of interest as UK banks begin to surface, beginning with NatWest on Friday. This will be followed by HSBC, Barclays and Lloyds Banking the following week. In the US there are still some all-sessions stocks to watch including Q4 earnings from Coca-Cola, AirBnB and Lyft, interestingly, all on Tuesday. Economic data from both the consumer and business on confidence, could provide some further downside for the beleaguered Australian dollar. In the UK, by the end of the week we’ll have a pretty good idea if the Bank of England will cut rates at its next meeting on 21 March. There’s jobs data, consumer prices, producer prices, retail prices, GDP and retail sales. Retail sales also appears in the US along with Q4 GDP.

Duration:00:06:15

‘Oil prices to slip further, driven by weak demand’ - Rizvi

2/7/2024
Brent and US crude futures may continue to be volatile, says Osama Rizvi, Energy market analyst, Primary Vision Network, but the overarching trend for prices is down, due to sluggish demand from the world’s biggest consumers of oil. Rizvi explains why, all things being equal, $70 a barrel could be in sight. 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. 69% of retail CFD accounts lose money*

Duration:00:06:05

IG’s week ahead: RBA rate decision; BP, McDonald’s, Disney, Ford earnings

2/4/2024
Earnings for the fourth quarter continue with all-sessions stocks including McDonald’s (MCD), Walt Disney (DIS), and Ford (F). In the UK BP comes out with its Q4 earnings as does TotalEnergies. Will they both follow Shell in its $3.5 billion share buyback? On the economic agenda there’s a rate decision from the Reserve Bank of Australia (RBA) where AUD/USD will be the focus as inflation continues to dissipate, but not as fast as some have been hoping. What will this do to Australian rates? Then there’s PMI data in the services sector in both China and the US.

Duration:00:07:07

‘’US elections, earnings, rate cut expectations to drive mood of the markets‘’ – Versace

1/31/2024
‘If we see the Republicans take the presidency back, it could be positive for the stock markets, says Chris Versace, CIO of Tematica. Versace explains what the potential stock market outcomes might be, given the strength seen in the recent US data, to IG’s @Angeline Ong.

Duration:00:06:14

IG’s week ahead: Q4 earnings; BoE & Fed rate decisions

1/28/2024
Another week of earnings where the headlines are expected around the tech sector with several all-sessions stocks in view including MSFT, AMZN, META, AAPL, PTON, AMD and GOOG. In other sectors other all-sessions stocks include PFE, CVX, XOM, GM, BA and others. European earnings are also expected to provide plenty of opportunities to trade including SHEL, GSK, BT, NOVN, HMB, DBK and BNP. The FX markets will also be alive to PMI data out from China and the US, Q4 preliminary data on GDP for France, Germany and the eurozone. But the headlines could be what’s going to come out of the Federal Reserve US rate decision. While it is not expected that we’ll see any move this time around will the committee be able to reassure the market that the central bank is still considering a possible cut in rates in March? Similarly the Bank of England is not expected to move this time around but could it give a clearer picture on where UK rates are going? It will also be producing a full pack of economic reports including inflation and growth predictions. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Duration:00:06:04

‘Geopolitics to drive investor positions in 2024’ – Bright

1/24/2024
After a stock market comeback in 2023, investors are likely to become more cautious in 2024 due to rising geopolitical tensions, says IG Smart Portfolios’ Aaron Bright. He tells IGTV financial analyst @AngelineOng why he’s neutral equities and longer duration bonds are looking more attractive. 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. 69% of retail CFD accounts lose money*

Duration:00:10:58

IG’s week ahead: Q4 earnings; BoJ, ECB, BoC rate decisions

1/21/2024
Three central bank decisions are on the agenda in the coming week so FX traders could be in for some interesting opportunities. First the Bank of Japan (BoJ) is expected to leave rates ultra-loose, however start looking for tentative signs that the hawks are in the wings. Meanwhile, the Bank of Canada (BoC) and the ECB are also on the agenda, and while rate cuts have been mentioned, it’s still expected to be sometime away, possibly Q3 in the case of the ECB. Outside of this the first PMI data for the year is being published in Japan, across the eurozone, the UK and the US so economists will have a better idea as to how various economies, outside of Japan, are coping with high rates. Then its earnings. All-sessions stocks to watch for in the US include NFLX, INTC, VISA, PG, JNJ, GE, IBM, AAL, AXP, and UAL alongside double the number not all-sessions traded. In Europe watch BMW, EZJ, AO, JDW, ASML, SAP, HFD, SMWH, TLW, and FRES to name just a few. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Duration:00:09:31

‘Markets need to accept recalibration of rate cut expectations’ – Versace

1/17/2024
There needs to be an acceptance that the US economy continues to be stronger-than-expected, says Tematica CIO, Chris Versace, and investors need to pare back their Fed rate cut timing expectations. IG financial analyst @AngelineOng also asks Versace how investors should position themselves amid rising tensions in the Middle East and an incoming 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. 69% of retail CFD accounts lose money*

Duration:00:08:33

Week ahead 15/1/24: UK & Japan CPI, China GDP & US earnings

1/13/2024
There’s US market holiday on Monday for Martin Luther King day which means that there will be no cash session on Wall Street and no individual stocks trading. IG will, however, have 24-hour markets up and running as usual and we’ll look ahead to Tuesday’s corporate offering from Goldman Sachs (all-sessions) and Morgan Stanley. We’ll get better look t what’s happening under the bonnet of the UK economy with jobs data, retail sales and, perhaps more importantly, inflation data with CPI, PPI and RPI numbers for December. There is also a raft of data from China with GDP, retail sales, unemployment, industrial production and fixed asset investment. The mining sector may also be of interest with year end production data from Rio Tinto and Antofagasta alongside forecasts for 2024. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Duration:00:06:22

‘Geopolitics, Fed rate cut expectations, bitcoin driving trading patterns early in 2024’ – Ward

1/10/2024
Pete Ward, IG’s Head of Premium Client, Sales, tells IG’s Angeline Ong what’s driving the interest amongst traders early into 2024, what they’re watching and where trading pivot points are likely to be this year.

Duration:00:09:42

‘US inflation may not be retreating as fast as some hope – Versace’

1/10/2024
Price pressures in the US are creeping back in, says Chris Versace CIO of Tematica Research, and this could mean the Federal Reserve could push back on expectations for 6 interest rate cuts in the coming months. Versace also discusses the outlook for tech stocks in 2024 with IGTV financial analyst @Angeline Ong

Duration:00:06:31

Week ahead 8/1/24: US earnings UK GDP

1/7/2024
Fourth quarter earnings will be interesting as it will give an insight into how much damage high rates have caused the global economy. There is already a lot of anecdotal evidence to suggest that the consumer is having to row back on most discretionary spending, but how far this has eaten into corporate earnings will remain to be seen. This next week heralds the start of the earnings season for the back end of 2023 with US banks. Additionally there is monthly GDP, for November, in the UK which may go some way to confirm if the economy has tipped into recession in Q4. There is also US consumer price inflation. Fears are that the Fed’s job is still far from done, will this number confirm that or will the way be cleared for the Fed to begin cutting the Federal Funds Rate? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube

Duration:00:04:36

Solar investment in 2024

1/3/2024
This last year has not been the best year for investments in renewables. The rise in bond yields has stolen some of the performance and the UK government’s decision to row back on its green commitment has pushed some away from the sector. Will things change in 2024? IGTV caught up with Ross Driver, fund manager of the Foresight Solar Fund PLC (FSFL) to discuss the sector, the fund and the outlook. 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. 69% of retail CFD accounts lose money*

Duration:00:14:06

Oil outlook 2024: ‘midstream stocks to offer strong income play’

1/2/2024
Stacey Morris, head of energy research at VettaFi tells IGTV’s @AngelineOng why midstream energy can offer investors attractive income and relative insulation to commodity price volatility. Morris mentions Williams Companies, Enbridge, and TC Energy. 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. 69% of retail CFD accounts lose money*

Duration:00:08:51

‘Tech and mining to shine in H2 2024’

12/29/2023
Liberum Capital’s Joachim Klement tells IG’s @AngelineOng why tech and mining are likely to do well in the latter half of 2024. In the first half? Joachim says MedTech stocks, related to kidney disease, will offer investors healthy returns. 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. 68% of retail CFD accounts lose money*

Duration:00:06:44