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UK Housebuilders not part of UK Index rebound

The UK Index housebuilders aren’t part of today’s market bounce after Berkeley Group (BLG) suggested that reservations had fallen 20% before the UK votes on whether or not to stay in the EU next week. Although some of this can be explained by a planned reduction in launches in anticipation of the event, the statistic…

LinkedIn (LNKDN) – A Macro-Soft Valuation at $26bn

Shares in professional networking/dating/narcissism website LinkedIn (LNKDN) are called to open around 40% higher at the US open after confirmation it has welcomed a mammoth takeover approach from Microsoft (MSFT) constituting a nigh on 50% premium over Friday’s share price close. Shares in Microsoft were understandably suspended from trading in the lead-up to this bit…

This Week’s Foreign Exchange Forecasts, Monday 13 June

Macro observations The USD Basket has recovered much of last week’s losses ahead of this week’s FOMC meetup. Expectations the Fed will raise interest rates are very low – almost non-existent in fact – since the likelihood of the UK voting to leave the EU has increased again, that being just one of a few international headwinds facing…

Safehavens still in poll position

It’s no surprise to see last week’s winners (Fresnillo; FRES and Randgold Resources; RRS) topping the UK Index again this morning. Markets remain cautious with sovereign bond yields at highs (even negative), UK Index equities have fallen back to May lows and the safe havens Silver and Gold maintain their strong rebounds. Last week’s cocktail…

Accendo Press Quotes – Week Ending 10 Jun

10 Jun Guardian Mike van Dulken, Head of Research at Accendo Markets said: “Equity indices have gone for a dress-down and risk-off Friday, with major support levels breached or seeing meaningful tests. This is derived from Asian bourses following their stateside peers south as negative bond yields become more prevalent, calling into question global monetary stimulus…

Are UK supermarket shares Brexit-proof?

The UK’s UK 100 is in exactly the right conditions for short term trading with this week’s 210pt range giving clients opportunities to go both long and short the index. Equities too have had their moments – most notably UK Supermarket shares, having picked up the baton from a blacked-out US Fed which itself is currently silent…

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