The FTSE 100 may see a year of two halves: H1 could see continued outperformance, and H2 a correction as the UK recession takes grip.
Source: Bloomberg
Forex Shares Recession United Kingdom Inflation Mining
The BoJ is set to hold their monetary meeting across 19 – 20 December 2022, as the central bank is expected to close off the year with its firm stick to accommodative policies.
Source: Bloomberg
Forex Indices Bank of Japan Central bank Bank USD/JPY
Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 19th December 2022. These are projected dividends and likely to change. IG cannot be held responsible for any changes made.
Dividends highlighted in red include a special dividend, therefore some or all of the amount will not be adjusted. Amount in brackets is the expected adjustment after special dividends excluded (where shown on major indices). Dividend adjustments due to be posted
Major US indices reversed initial gains to end in the red overnight, as two consecutive months of downside surprise in inflation readings were insufficient to convince the Fed that the job is done.
Source: Bloomberg
Indices Commodities Federal Reserve Inflation Gold United States
It was a mixed picture for UK banks in 2023, but at least rising interest rates helped to provide a boost. Will 2023’s expected recession hit the sector?
Source: Bloomberg
Shares Recession Bank Price United Kingdom Barclays
After retracing close to 15% from its March 2022 peak, the STI has put up a strong showing in Q4 2022. What are the key themes to watch in 2023?
Source: Bloomberg
Forex Indices Singapore Real estate investment trust Interest Interest rates
Financial services FTSE 100 stocks, including Aviva, LGEN, and Phoenix Group could constitute the best dividend stocks to buy early next year as the recession takes hold.
Source: Bloomberg
Indices Shares Commodities Dividend Tax FTSE 100
The Federal Reserve look likely to raise rates by 50-basis points, but the upcoming CPI reading could help influence those discussions
Source: Bloomberg
Inflation Federal Reserve Consumer price index Federal Open Market Committee Interest rate Interest
China stimulus and relaxation of covid restrictions are likely to benefit copper and iron ore prices and in turn diversified miners
Source: Bloomberg
Shares Commodities Iron ore China Copper COVID-19
US indices managed to start the week on a positive footing but the VIX has also surged overnight as a reflection of some underlying fears in the lead-up to the US CPI data release today.
Source: Bloomberg
Forex Indices United States dollar United States EUR/USD Consumer price index
Please see the expected dividend adjustment figures for a number of our major indices for the week commencing 12th December 2022. These are projected dividends and likely to change. IG cannot be held responsible for any changes made.
Dividends highlighted in red include a special dividend, therefore some or all of the amount will not be adjusted. Amount in brackets is the expected adjustment after special dividends excluded (where shown on major indices). Dividend adjustments due to be posted
The VIX has reached a critical support level, with the S&P 500 and other equity markets looking at risk of another bearish reversal
Source: Bloomberg
Indices Shares VIX S&P 500 S&P Global Ratings Technical analysis
Rolls-Royce shares could be undervalued at 91p given its technological breakthroughs, new defence contracts, and the recovering civil aviation sector.
Source: Bloomberg
Indices Shares Roll-Royce FTSE 100 Engine Aviation
After dipping below the key parity level, the EUR/USD has roared back to life with a 10% bounce from its 20-year low. Here are three key things to watch for in 2023.
Source: Bloomberg
Forex Commodities Euro EUR/USD United States dollar Eurozone
US equity markets continue to drift slightly lower overnight, with the S&P 500 and Nasdaq delivering its fifth consecutive day of decline while the DJIA eked out a flat close.
Source: Bloomberg
Forex Indices United States United States dollar S&P 500 Dow Jones Industrial Average
Rolls-Royce, Legal & General, Avacta, and Diploma could constitute four of the best UK shares to watch early next year.
Source Bloomberg
Indices United Kingdom Recession Inflation Revenue FTSE 100
The festive season is upon us, with changes to our normal trading hours. Take note of these changes listed below (UK time) so you can plan your trading activity in advance.
Date
Market hours
Friday 23 December
UK markets close early at 12.30pm. FX and our out-of-hours markets close at 10pm
Saturday 24 December
All markets are closed
Sunday 25
The dollar has started to reverse towards year end, but what does 2023 look like for the all-important greenback?
Source: Bloomberg
Forex Commodities Dollar Consumer price index Price United States Note
There’s a growing sense that, if Chinese government sticks to the reopening path, China’s economy will have the greatest potential to deliver a strong rebound throughout the 2023, given that it has been so damaged by the pandemic.
Source: Bloomberg
Indices China Economy of China Hang Se
This was a year of heavy declines for many tech stocks, but will 2023 be better?
Source: Bloomberg
Shares Price Market trend Meta Platforms Recession Apple Inc.
While US equity markets managed to pare the bulk of their losses last Friday, they failed to hold up into the new week in light of the upside surprise for US November ISM services PMI.
Source: Bloomberg
Forex Indices Shares United States S&P 500 United States dollar
While Asian equity markets are showing early signs of a trend reversal, regulatory risks remain and the region’s property sector is still a weight on China’s Gross Domestic Product (GDP).
Source: Bloomberg
Indices China Stock market GDP Inflation Hang Seng Index
As the Reserve Bank Board of Australia prepares to meet on Tuesday, we look at what to expect and how the latest decision could impact the ASX 200.
Source: Bloomberg
Indices S&P/ASX 200 Inflation Interest rate Market sentiment
1274
412
174
89
75
73
36
33
27
26
21
13
3
