All Episodes
Walker Crips' Market Commentary — 231 episodes
Whilst the conflict drives energy prices higher, the MPC expects an economic slowdown
The Bank of England keeps rates steady arguing the need to see what happens geopolitically
UK inflation increases as Chancellor navigates their shrinking fiscal headroom
Global markets surge as Iran de-escalation hopes cool energy volatility
Middle East conflict ignites UK stagflation fears amid global volatility
Global uncertainty continues and the UK faces a deterioration in sentiment
UK economy volatility after the Iran conflict disrupted global supply chains
UK inflation fears and worrying employment figures are causing an economic storm
Flatlining GDP and Oil hitting $100 a barrel has caused stagflationary shocks in the economy
Ongoing global uncertainty with the continuing conflict in the Middle East
By-election results cause political uncertainty and the US-Israel war in Iran spikes crude oil prices
The Monetary Policy Committee suggests there may be rate cuts and geopolitics drive markets
AI and policy drive volatility in global markets
Leadership instability pushes businesses to find stability
City of London at a critical juncture
Inflation bites as growth holds firm
UK growth beats expectations, but uncertainty remains
Gilts rally as BoE rate cut bets grow
Markets brace for slower growth
Bank of England eases as fiscal strains bite
UK GDP surprise shakes markets
Private capital markets in spotlight
Budget 2025: Markets exhale, business confidence sinks
Budget tension meets a stalling UK economy
Countdown to a December interest rate cut
The waiting game: Rate cuts in sight as budget pressure builds
Markets brace for the BoE’s next move
Rate cut probability increases resulting in market rally
Budget pressure builds as the UK economy stalls
Strains show in the UK’s economic outlook
US investors bet on rate cuts as government shutdown begins
Hawkish US Federal Reserve dampens market optimism
Holding steady: Why the BoE is not cutting further
Jobs cool, spending stalls, but London IPOs look to rebound
Budget pressures and investor anxiety weigh on UK markets
Markets react as UK faces fiscal and inflation pressures
Tech turbulence hits Wall Street
UK Economy: Resilient or Fragile?
BoE cuts interest rates but remains cautious
Gilt Trip: The UK’s Fiscal Tightrope
UK sentiment slides as data disappoints
Walking the tightrope of inflation versus growth
UK growth falters, BoE August rate cut looms
Welfare U-turns & fiscal tightropes
Fiscal pressures mount, but M&A drives market optimism
From defence stocks to dividends: What’s driving the market?
Sticky inflation, soaring oil & soft sales: Can growth hold on?
Disinflation signals and political calculations
Investor confidence rises – But for how long?
Brexit reboots, bonds react and Fresnillo shines
From tariffs to take-off: Global markets rebound
Tariff tensions ease, but uncertainty lingers
Tariffs, tech & turning points: markets rebound on trade optimism
From cyber hits to copper highs: This week in markets
Trading tensions & tariff troubles: UK vs US
Interest rates, IPO woes & Trump’s tariff pause: What’s next?
Trump's tariffs cause global market mayhem
Markets jittery ahead of Trump's trade tariff announcement
Chancellor Reeves has to pull off difficult balancing act in tomorrow's Spring Statement
UK economy contracts 0.1% in January, adding pressure ahead of Spring Statement
British Chamber of Commerce cuts its 2025 GDP growth forecast to 0.9%
Lloyd's business barometer hits highest level since August 2024
UK Chancellor Reeves under pressure to adjust fiscal policy
Strong demand for bonds as Britons buy the most gilts in 4 years
Sterling strengthens for eight consecutive days, buoyed by improved EU and US relations
Bank of England faces tough policy decision
DeepSeek caused Nvidia to experience largest single-day loss in Wall Street history
UK inflation falls to lowest level since early 2021
Rising gilt yields threaten UK government's fiscal headroom
UK ministers tasked with finding 5% budget savings
Starmer rejects notion that Britain must choose between the US and EU
Bessent's selection as Trump's Treasury Secretary reassures markets
Business Secretary warns of potential £20bn hit from a US-EU trade war
Burberry shares rise 12.6% despite weak first-half results
US Election: S&P 500 and Nasdaq hit record highs
What impact did Labour's first budget have on markets?
UK Economy shows mixed signals amidst budget uncertainties
UK inflation drops below 2% for first time since 2021
The Budget dominates market conversations this week on how to plug the £22b fiscal shortfall
Contrasting views on further rate cuts emitting from Bank of England
The UK economy is treading a cautious path whilst the Hang Seng surges
Economists predict BoE base rate could fall to as low as 3% next year
UK housing market is showing signs of recovery and the Bank of England is expected to hold interest rates at 5.00%
Boost for UK economy as August retail sales rise by 1%
UK housing market is showing signs of recovery and the UK government faces a difficult task of balancing the budget.
Sterling reaches 12-month high versus the US dollar
UK Economy is projecting mixed signals
UK economy shows resilience as the US jobs data sends a warning about a possible downturn
Bank of England cuts rates for the first time in four years
UK Chancellor is preparing for a challenging Autumn Budget
Global IT outage disrupts businesses and services worldwide
Service sector bolsters strongest GDP growth since January
Labour's landslide brings political and economic stability
UK Economy is showing mixed signals, the US market wobbles and first-time homeowners experience a mortgage squeeze
Bank of England's quantitative tightening policy came under scrutiny
Bank of England holds rates and wages outpace inflation
British Chamber of Commerce predicts UK Bank Rate to stand at 4.75% by the end of 2024
UK inflation surprise: lower but sticky, Bank of England holds steady
Hopes of a Bank of England rate cut fades as UK Inflation Surprises and US markets power on
Sterling Slump Boosts Exports: Can the UK Stock Market Keep Surging?
John Wood Group shares surge 28.8% on takeover approach
A Tale of Two Cities: Contrasting Market Signals in the UK and the US
London's global financial hub status under threat
The Bank of England is poised for potential interest rate cuts ahead of the Federal Reserve
Bank of England uses 'out-of-date' software to make economic forecasts
Bank of England suggests moderation in wage and inflation forecasts
A surge in cash allocations towards UK stocks
Interest rates maintained at 5.25% signalling caution
The UK housing market exhibits signs of stabilising and cautious optimism
Battle lines are drawn on tax and public services
Jeremy Hunt revealed plans to prioritise "smart tax cuts" in the upcoming Budget
Exclusive: YO1 Radio Interview with Alan Kinnaird
Surge in UK real wages seen as potential driver for economic recovery
Economists forecast inflation falling below Bank of England's 2% target by April
UK witnesses the strongest services sector performance since May 2023
Monetary Policy Committee split three ways over interest rate change
Bank of England risks undermining own inflation policy
UK CEOs most optimistic about growth in G7 nations
A delicate balance between stagnation and contraction
Looming general election adds layer of uncertainty for the UK economy in 2024
UK house prices fall 1.9% in December
Bank of England expected to keep interest rates on hold this week
Bank of England underscores challenges ahead in taming inflation
BoE Governor cautions against premature rate cut discussions
Bank of England balancing act: Control inflation and support the economy
UK economy faces a diverse set of challenges
Bank of England keeps interest rates steady for second consecutive meeting
Borrowing costs surge to their highest point in 25 years
BoE Deputy Governor: Interest rates will persist at higher levels
IMF's World Economic Outlook: Challenges and consequences
Halifax data shows signs of stabilisation in the UK housing market
Economists believe the Bank of England has finished raising rates
Have UK interest rates peaked?
UK grocery inflation falls to lowest level in a year
British Chamber of Commerce: UK economy will avoid technical recession
Hope that global economies are nearing end of monetary tightening
ONS data suggests inflation may be easing more quickly than expected
British wages on track to outpace inflation
Bank of England forecasts inflation will decline to 5% by end of year
BoE raise rates again and expect them stay higher for longer
BoE should slow the pace of rate increases after better than expected inflation data
FTSE 100 rallies on better-than-expected UK inflation figures for June
High inflation and rising interest rates remain at forefront of investors minds
JP Morgan: BoE may hike rates to 7% in "worst-case scenario"
UK mortgage lending falls for second consecutive month for first time since records began
Unexpected inflation rise causes Bank of England to raise rates by 0.5%
BoE Governor: Inflation taking longer than hoped to come down
UK housing market slows with first annual decline since 2012
Rising interest rates impact UK M&A activity
Implications of the US Debt Ceiling Agreement on the Economy
UK markets remain flat as labour market shows signs of easing
Bank of England raises rates as food prices remain high
Fed chair warns shift to cutting rates may not happen quickly
Collapse of First Republic Bank renews stress in the banking sector
UK inflation remains stickier than forecasted as CPI remains above 10%
IMF predicts UK economy will decline by less than previously predicted in 2023
OPEC+ cuts oil production by 1.65 million barrels per day
Bank of England Governor insists UK banking sector remains in good health despite "heightened tension"
March madness as renewed uncertainties are triggered by banking crisis
Can multiple financial rescues and a government budget keep a hibernating bear at bay?
Central banks' race to reassure equity markets after collapse of Silicon Valley Bank
Bank of England Governor warns interest rates may still have to increase further
Sterling rises on news of new Brexit deal over Northern Ireland
FTSE 100 breaks through the 8,000 barrier for the first time
Disinflationary wave has room to run
US Federal Reserve Chair Powell states "the disinflationary process has started"
US GDP figures better than expected
AI start-ups seeing a flood of investment
Equity markets experience another positive week
Markets end 2022 on a high note
Santa rally curtailed by one-two punch from Fed and ECB
Chinese authorities accelerate their departure from "Covid-zero" policies
Are we heading for a "Santa rally" in equities?
Markets continued to demonstrate resilience despite problems in China
Markets broadly manage to hold onto momentous gains
Relatively benign American inflation data triggers global market rally
Mixed interest rate messages from US Federal Reserve leave investors wondering
Could markets resilience to bad news signal the end of bear market?
Stock markets continue to build on their rally
UK government's mini-budget reversal restores some calm to financial markets
US imposes strictest regulations yet on sales of computer chips to China
Furore over government's mini-budget still rippling through markets
British government drops "fiscal bomb" on already torrid markets
Bad US inflation data wipes out four-day rally
Global markets break losing streak with impressive rallies
Governments hooked on spending as central bankers try to reign it in
S&P 500 falls 4% in reaction to Federal Reserve Chairman's speech
Global markets hit the buffers after improbable two-month rally
Analysts call end of bear market as US indices rally for second month
Stock and bond markets rise, overcoming worrisome news about inflation
Stock markets hold their ground against another week of bad news
Markets buffeted by fears of inflation and recession
US tech sector leads equity markets bounce
Fear over interest rates shifts towards fear of recession
Stock markets vulnerable to another correction
Fed issues biggest rate hike in 30 years
Inflation and interest rates drive capital markets lower
Stagflation fears intensify as US corporate chieftains issue grim forecasts
Bonds across the globe stage impressive rally
US company profits warnings send stock markets into a tailspin
US monthly inflation data inflicts further shock on markets
S&P 500 records fifth consecutive week of negative performance
Stock market volatility back to its post-pandemic peak
Another wave of panic in bond markets
Soaring fuel prices cause US inflation to hit highest rate for 40 years
European markets face further volatility before inflation subsides
American technology stock splits greeted with extremely outsized responses
US markets leap ahead as investors recovered appetite for growth stocks
Chinese stock market suffers several disasters in rapid succession
Stock markets in panic mode
Russian assets in a Chernobyl-sized meltdown
Ukraine standoff drives rush to safe havens
The mood darkens as US inflation defies expectations and surges to 40 year-high
A one-two punch of central bank meetings
Stock markets reclaim some lost ground
Extreme volatility returns to equity markets
US government bond yields reach new pandemic-era highs
A festive roller coaster ride for stock and bond markets
Accumulation of negatives halt post-Omicron resurgence
Stock markets rebound solidly from initial Omicron sell-off
Are equity markets entering a new phase?
Omicron variant sparks worst daily declines in over a year
Nasdaq Composite index reaches all-time high
Is the age of the conglomerate over?
Equities continue their amazing streak
Credibility of central bankers teetering on the brink
Persistent inflation becoming an inconvenient truth
Cognitive dissonance very much in evidence
A hint of stagflation in the air
Surging costs in the energy sector
Equities climb a "wall of worry"