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Olé, Olé, Olé, OIL, yay!

If ever there was proof that Crude oil has a major influence on the UK 100 today was it. OPEC looks set to roll back by less than expected on the production cuts which helped oil prices almost triple from early 2016 $30 lows to recent highs of $80. Today’s news has helped the UK…

Accendo Press Quotes – Week Ending 22 June 2018

Friday, 22 June Reuters “Trade tensions remain the dominant theme, clarity still lacking about how far things will ultimately go between U.S. and China, and the potential ripple effect for world trade,” said Mike van Dulken and Artjom Hatsaturjants at Accendo Markets. https://uk.reuters.com/article/uk-britain-stocks/trade-and-rate-worries-set-UK Index -for-fifth-week-of-losses-idUKKBN1JI0YU Proactive Investors “The UK Index is supported by oil prices…

Syncona/Woodford: Therapeutic news

Shares in Syncona top the this morning, back flirting with turn-of-the-month record highs. This comes after confirmation that it will IPO (in the US, today) one of its portfolio companies, Autolus Therapeutics (AUTL: T-cell cancer treatments), at the very top end of the  $15-17 offer range. The IPO (22% stake sale) will generate $150m proceeds…

Berkeley Group: Canary in the Housing Mine

Berkeley Group shares are -4.5% this morning after the housebuilder delivered an effective profits warning for 2019+, indicating 30% lower net profits. This comes in spite of upbeat FY 2018 results, with net profits +15.1% at £934m (estimate beat), with flat revenue (£2.7b) in-line with expectations. Despite solid 2018 numbers, the real message from the…

UK profit warnings, everywhere

Another bad day for UK Retail and Housebuilders, with profits warnings from Debenhams and Foot Asylum hurting for former and McCarthy & Stone doing the same for the latter. And then there is hobby group Hornby and UK Index member Ashtead down in the dumps too. Debenhams shares trade 11% lower, well off their -20% lows…

Accendo’s Foreign Exchange Forecasts, Monday 18 June 2018

The strongest factors influencing the direction and momentum of Foreign Exchange (FX) rates are changes in the key interest rates, themselves highly sensitive to macroeconomic data such as inflation and economic growth, as well as geopolitical concerns. Higher interest rates tend to render the currency more attractive (and vice versa) which in turn can result in it…

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