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Greggs: Pie in the sky guidance?

Shares in Greggs have traded as much as 19% lower this morning after admitting that March and April trading was hit by low footfall as well as by cold weather. One might logically conclude that the former was a result of the latter, however, management has seen fit to distinguish between the two. This suggests…

Accendo’s Foreign Exchange Forecasts, Tuesday 8 May 2018

The strongest factors influencing the direction and momentum of the FX rate are major macroeconomic indicators, chief among them the changes in the key interest rates. Higher interest rates make the currency more attractive and lead to a stronger currency. In the UK, interest rate policy is determined by the Bank of England’s (BoE) Monetary Policy Committee (MPC),…

Challenger Banks: Inevitable Consolidation

Unsurprising news from UK challenger banks this morning, as CYBG has made a £1.6B all-share takeover offer for Virgin Money (a 15% premium to VM’s market value). The deal structure (i.e. full share, no cash, small premium) raises a question whether new financial upstarts, that sought to challenge the UK’s Big 4 banking titans, stand…

Trade War: What is it good for?

Tariffs and trade are in the air as investors and analysts are discussing a now trilateral confrontation, with Donald Trump’s administration now taking the trade fight to both China and the European Union, at the same time. Talk about chutzpah! But what exactly does that mean for the average investor? With US Treasury Secretary Steve…

Explained: Results season lingo

Q1 results season isn’t quite over and I’ve had lots of questions about the lingo used by company management when discussing their recent performance. So I’ll have a go at explaining some of the most commonly used, help you better understand the results being published next week. I may even do a Part 2 next…

Accendo Press Quotes – Week Ending 4 May 2018

4 May Interactive Investor “The higher open comes “as traders prepare for the outcome of US-China trade talks (so far so good says US Trade Sec Mnuchin) and gear up for this afternoon’s US jobs report, which has potential to revive hawkishness about Fed rate hikes if wage growth is strong, pushing USD higher and…

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