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Marks & Spencer: Sock-ing it to investors with a pants update

Marks & Spencer (MKS) shares are left holding the blue-chip wooden spoon this morning after disappointing full year results missed consensus, adding to the retailer’s list of woes. A near 20% decline in profits after booking £200m in charges (International, UK store review, IT) and more margin-hampering short-term investment in pricing and employees required to…

US Fed speeches to drive currencies this week

Accendo FX – Weekly Currency Newsletter, 23 – 27 May 2016 — Macro observations The USD Basket (DX) continues to show strength as markets start pricing in a June US interest rate hike. Still the currency in focus this week, we’re light on US data but heavy on fed speeches. Data-wise, PMI and New Home…

Ryanair – Still eligible for an upgrade

Ryanair (RYA) shares are demonstrating impressive resilience despite news that FY net profit growth is set to slow (+13% vs +43%) and after management delivered an uncharacteristically downbeat update, highlighting terrorism worries potentially pushing falling ticket prices even lower (forecast -7% this year) and a rising oil price requiring prudence. While caution was called for…

Get ready for another 200pt UK Index rally

The UK Index looks in the midst of repeating its bullish mid-April move. Clients are excited at the prospect of a rally back to 2016 highs. Technicals played a key role this week, allowing traders to identify ranges and patterns and piggy-back profitable moves. What pattern have we spied for you to trade next week?…

Markets fall but Banks rise. Why?

Equities fell this week, on worries that the US Federal Reserve is contemplating raising interest rates again in June – earlier than markets expected. While the resulting stronger dollar dealt a blow to commodities prices and their miners/drillers not everyone lost out. The banks rallied. But why? First of all, the prospect of higher US…

Ladbrokes – Faites vos jeux

Investors are placing bullish bets on Ladbrokes (LAD) this morning, sending its shares a handsome 12% higher. This comes after the UK’s CMA watchdog ruled provisionally that the £2.3bn merger with private equity-owned Gala-Coral would require the disposal of 350-400 betting shops to satisfy anti-trust concerns and receive regulatory clearance. On the surface a bullish…

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