September will see interest rate decisions from the U.S. Federal Reserve, Bank of England and the European Central Bank. It is probably fair to say the majority of commentators are expecting rate cuts and, theoretically, the latter always enhances the value of equities. However, rate cuts at this juncture would imply a question mark over…
Welcome back to another slice of investment insight with Duncan Williams and John Newsome of Williams Investment Management. Duncan has been known to comment that they are forever banging on about inflation and interest rates, and whilst that may have a ring of truth, the discussion this time is almost Olympian in its analysis of…
It has been a very busy few weeks. The UK has a new government, intent on ‘growing the economy’. President Biden announced he was suspending his 2024 re-election campaign in the wake of mounting pressure from within the Democratic Party after a series of gaffes had seriously damaged his credibility. Perhaps the only real surprise…
It’s as you were for the new episode of the Just Williams podcast, as Duncan Williams is joined by John Newsome, fresh from vacation and invigorated by tales of hi-tech luggage handling. In fact it’s a bit of a globe-trotting instalment, as we bounce between commercial and political updates from all over the place, including…
The first Just Williams podcast since the general election, so clearly lots to talk about. As usual Duncan Williams of Williams Investment Management is on hand and for this episode he is joined by his colleague Val Wade. First up is the burning question of how Labour is going to fund their manifesto promises now…
The U.S. Federal Reserve kept its key interest rate unchanged and guided that just one reduction might be expected before the end of 2024. It added that it believes the long run interest rate (however one defines such a number) is higher than previously thought. Not that long ago, there was realistic chatter of 5…
It’s a bit of a strange one this time. Which is a little odd because we had ensured the pre-recording schedule was followed to the letter Duncan Williams and John Newsome on-hand to offer forthright opinion and pithy comment. Check, An update to the headline inflation figure which could prompt a shift in Interest Rates.…
Well this is a bit of a turn-up, we have hit the 50 episodes of the Just Williams podcast! To mark this particular milestone (and to help us celebrate) now would be a perfect time to recommend your favourite investment podcast to your friends and colleagues, just get them to search us up in their…
We have now entered territory where, if rate cuts are realistic, the data will support it. In both the U.K. and U.S., September reductions are increasingly being thought of as probable rather than possible. That said, having missed inflation targets for years via inaccurate forecasting, central banks carry a burden their battered credibility will struggle…
Duncan Williams and John Newsome of Williams Investment Management are back for another slice of financial chat and analysis. For this episode everything is being viewed through the prism of the upcoming general election, which means they consider the possible impact this will have on inflation and interest rates as well as other general macro-economic…