Analyst Comment

ECB preview: Central banks take a lurch to the dovish side, but how much further can the ECB go?

5 days ago

theme is emerging as we move towards the final weeks of Q2, central banks are getting more dovish. ECB and Fed members’ speeches have become notably more dovish in recent weeks, while reports on Wednesday suggest that the Bank of Japan is considering slowing the pace of its bond tapering programme next year.

CAB Payments Holdings: Equity Development

6 days ago

CAB Payments has announced that its subsidiary, Crown Agents Bank Limited, has received regulatory approval to operate a representative office in New York. Over time, we would expect this development to boost growth in the greater Americas region, and in particular the LATAM regions of South and Central America.

Hybridan Small Cap Feast: 04/06/2025

6 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 02/06/2025

8 days ago

Our daily digest of news from UK Small Caps

US inflation stays stable, but tariff risks remain elevated as US/ China talks break down

11 days ago

US equity market futures are pointing to a lower open for the US on Friday, as the market digests a social media post from the White House said that China had violated its agreement with the US. Trump blames himself for this, saying that he was too nice to China two weeks ago when they agreed new terms of trade and lowered tariffs. It highlights how fluid the tariff situation remains for market sentiment, both on the upside and the downside.

Stocks give back gains as legal wrangle begins, and Nvidia surges

12 days ago

The stock market rally from earlier on Thursday has faded. Although tech and luxury stocks are still leading the way higher for the Eurostoxx index, the gains are less euphoric and more muted than some expected. The reason: the latest legal challenge to Trump’s tariffs could be the start of a long wrangle between the courts and the White House, and tariffs may still be implemented.

Hybridan Small Cap Feast: 29/05/2025

12 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 28/05/2025

13 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 22/05/2025

19 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 19/05/2025

22 days ago

Our daily digest of news from UK Small Caps

Week Ahead: A US debt downgrade and UK CPI

22 days ago

This week we should be talking about how in May, US equities have outperformed their European counterparts. However, instead the focus will be on the US credit rating downgrade from Moody’s that was announced late on Friday night.

Hybridan Small Cap Feast: 15/05/2025

26 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 12/05/2025

29 days ago

Our daily digest of news from UK Small Caps

Markets erase memory of Liberation Day

29 days ago

At the start of this week, Liberation Day is a distant memory for financial markets. Stocks are surging, safe havens are rapidly declining, and expectations for Federal Reserve rate cuts have been dramatically scaled back. The driver is the suspension of tariffs between China and the US.

UK/ US trade pact: what we know so far

1 month ago

The big news today is not the BOE meeting or the fallout from last night’s FOMC meeting, but instead it is the UK/ US trade agreement. Details are starting to leak as we lead up to a press conference in the White House at 1500 BST.

The Week Ahead: tech earnings, elections, and payrolls

1 month ago

It could be a cautious start to the week for equities as the market focuses on US tech earnings and bank and auto results in the UK and Europe. US stock market futures are pointing to a lower open, however, Asian shares managed to eke out a gain, and European futures are also pointing to a higher open later this morning. The gold price is lower, suggesting that investors are starting to embrace the stock market rally that saw US stocks enjoy their longest winning streak since January.

Hybridan Small Cap Feast: 28/04/2025

1 month ago

Our daily digest of news from UK Small Caps

Weekly roundup: Stock market recovery persists, but is the dollar permanently damaged?

2 months ago

Stocks are on track for another weekly gain, and the recovery continues once more on Friday. Stock markets globally are a sea of green. The S&P 500 is currently higher by nearly 4% in the past 5 days, the Nasdaq is higher by more than 5%. European indices are also pulling higher, the Eurostoxx index is up by 3.6% and the Dax is higher by more than 4%.

Hybridan Small Cap Feast: 24/04/2025

2 months ago

Our daily digest of news from UK Small Caps

Supreme: Equity Development

2 months ago

In a Trading Update for the year to 31st March 2025, Supreme reports that the Group traded strongly, supported by acquisitions and underpinned by cost management. Supreme expects FY25 revenue of c.£235.0m and (adj.) EBITDA of “at least” £40.0m; they also expect FY26 (adj.) EBITDA in line with market expectations.

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