Beaufort Financial (Three Counties)

Interest rate decisions combined with weaker economic data in the US have resulted in the return of market volatility. Diversification by asset class, region and style is once again your friend. Read the latest market commentary. tinyurl.com/mahx6fb4 #marketcommentary

The effects of a restrictive monetary policy, implemented by central banks through high interest rates, are starting to materialise, as we observed some disappointing earnings results. Read the latest market commentary. tinyurl.com/6atrtuhm #marketcommentary #investing

Under the surface, market leadership has shifted very violently in recent weeks. Diversification provides the best approach for participating in the rotation without getting dizzy. Read the latest market commentary. tinyurl.com/5dwtrpxu #marketcommentary #investing

The downside surprise in US inflation sees an outperformance of US small-cap stocks over US large-cap stocks, increasing expectations of Fed interest rate cuts. Read the latest market commentary. tinyurl.com/4n47m46r #marketcommentary #investing

At home, Labour's 412 seat landslide win boosts markets. In France, a hung parliament could cause uncertainty, while in the US, the Fed may cut rates due to recent market factors. Read the latest market commentary. tinyurl.com/55ku6vst #marketcommentary #investing

The snap election in France continues to cause fear in markets. Read the latest market commentary. tinyurl.com/yckjakuz #marketcommentary #markets #investing #longterminvesting

While we run the risk of sounding like a broken record, the extreme concentration in U.S. and Global Equity indices has profound consequences for investors that cannot be ignored. Read the latest market commentary. tinyurl.com/49y2a7se #marketcommentary #markets #investing

A benign US inflation print suggests a possible interest rate cut, but the Fed's dot plot indicates that multiple cuts are unlikely in 2024. Read the latest market commentary. tinyurl.com/ycx3bbc4 #marketcommentary #markets #investing #longterminvesting

Weaker US economic data and the European Central Bank's 0.25% interest rate cut signal the start of anticipated modest rate cuts by other major central banks in the coming months. Read the latest market commentary. tinyurl.com/ysdv5v8e #marketcommentary #markets #investing

As political noise increases, it is time for investors to don their noise-cancelling headphones, and maintain a long-term view. Read the latest market commentary. tinyurl.com/3xekz9cy #marketcommentary #markets #investing #longterminvesting

A June rate cut appears less certain as UK inflation has slowed less than expected, and a snap general election has been announced for July 4th. Read our latest market commentary for you, by YOU. tinyurl.com/2p8y9jf3 #marketcommentary #markets #investing #longterminvesting

Mixed employment data does not provide a clear-cut path for the Bank of England. Read the latest market commentary. tinyurl.com/2bfndrfh #marketcommentary #markets #investing #longterminvesting

Positive news last week from the Bank of England, as hints of rate cuts may not be far off, as long as inflation stays low. Read the latest market commentary. tinyurl.com/ywcp5y64 #marketcommentary #markets #investing #longterminvesting

Last week was a bumper week of corporate earnings announcements, economic data releases and monetary policy decisions. Read the latest market commentary. tinyurl.com/kzsvs353 #marketcommentary #markets #investing #longterminvesting

Despite mixed data which added further uncertainty to the overall macroeconomic outlook, equities posted another strong week. Read the latest market commentary. tinyurl.com/4ymbcpzm #marketcommentary #markets #investing #longterminvesting

Lower valued stocks and safe haven assets hold up best in a geopolitically driven risk-off week for global markets. Read the latest market commentary. tinyurl.com/y8rbcr4k #marketcommentary #markets #investing #longterminvesting

US inflation figures surpassed expectations, most likely delaying anticipated rate cuts across the Atlantic, in contrast to signals from Europe suggesting potential cuts in June. Read the latest market commentary. tinyurl.com/bdzfx3ys #marketcommentary #markets #investing

The “non-farm payrolls report” was released last week in the US, which seeks to measure how many jobs were created. While the data was strong on the surface, there are underlying currents which might not be as robust. Read the latest market commentary. tinyurl.com/yfj4xz9p

The Federal Reserve in the US showed confidence in the direction of inflation, while the UK’s ONS confirmed the nation’s technical recession. Nonetheless, most of the global stocks saw gains last week. Read the latest market commentary. tinyurl.com/6kdnzacy #marketcommentary

We are moving incrementally closer to the BoE cutting rates, as members of the MPC moved from two members voting for rate hikes at the previous meeting, to no members voting for a rate hike. Read the latest market commentary. tinyurl.com/mpj6xjdc