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Hybridan Small Cap Feast: 18/12/2024

Our daily digest of news from UK Small Caps

ETF review: December flows so far fail to keep pace with November

ETFs are experiencing a quieter December compared with November. Although we are half-way through the month, ETFs have registered flows of $90bn so far this month, this means that they are not on track to meet November’s huge inflows into global ETFs of $220bn, according to Bloomberg’s ETF Flow data. November saw the highest fund flows for the year, as the election of Donald Trump triggered a stock market rally.

UK wage growth surges, as China’s growth targets leave the markets flat

5 days ago

UK Labour market data was a mixed bag, the unemployment rate remained steady at 2.4%, there was a sharp drop in payrolled employees in November, down 35k, the sharpest drop in 4 years. Added to this, the number of vacancies decreased in the three months to October, although they remain above pre-pandemic levels.

Hybridan Small Cap Feast: 16/12/2024

6 days ago

Our daily digest of news from UK Small Caps

All eyes on CPI

11 days ago

Today’s US CPI print for November is pivotal for markets. It is expected to show a 0.3% MoM gain for headline inflation, the annual rate is expected to rise to 2.7% from 2.6%, while the annual rate of core inflation is expected to remain at 3.3%.

Hybridan Small Cap Feast: 05/12/2024

17 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 03/12/2024

19 days ago

Our daily digest of news from UK Small Caps

Hybridan Small Cap Feast: 02/12/2024

20 days ago

Our daily digest of news from UK Small Caps

The Week Ahead: Payrolls take centre stage, as French government poised to collapse

20 days ago

At the start of this week, the focus is likely to be on France. On Sunday, Marine Le Pen said that her party’s talks with the government led by Michel Barnier, had broken down, which paves the way for a no-confidence vote in the technocratic government that has no majority in Parliament.

Euro focus: CPI rises as 50bp rate cut hopes fade and French risks start to build

23 days ago

With the US still celebrating the Thanksgiving holiday, the focus has shifted to Europe. France and its budget woes along with rising inflation in the currency bloc has focused minds on the outlook for the euro. Marine Le Pen, the leader of the National Rally, holds the balance in France’s split parliament, and has given the Prime Minister Michael Barnier until Monday to meet her Budget demands, otherwise she will vote against the government in a no-confidence motion.

Hybridan Small Cap Feast: 28/11/2024

24 days ago

Our daily digest of news from UK Small Caps

PCE and personal income bode well for stocks

25 days ago

Is there anything that can disrupt the stock market rally in the US? A solid 2.8% print for Q3 GDP, strong corporate earnings, the prospect of deregulation and a steady path towards lower interest rates, all reinforce US exceptionalism as we move towards the end of 2024.

Hybridan Small Cap Feast: 26/11/2024

26 days ago

Our daily digest of news from UK Small Caps

Supreme Delivers Record H1 Results and Upgraded FY25 Guidance

26 days ago

Those whose products offer the right blend of quality and affordability are doing well. Whereas many others are struggling to satisfy the more budget conscious tastes of cash strapped households.

Hybridan Small Cap Feast: 25/11/2024

27 days ago

Our daily digest of news from UK Small Caps

The week ahead: Risk is back on as we wait for Fed minutes and Black Friday

27 days ago

The start of this week could be dominated by news about President elect Trump’s choice of Scott Bessant as his pick for Treasury Secretary. This is a clear nod to Wall Street, Bessent is a hedge fund manager, thus it could be a catalyst for a year end rally, which is typically a strong period for risk sentiment and stock markets.

Pound and euro slump to multi month lows after dismal PMIs

30 days ago

It’s been a bad day for economic data this side of the Atlantic. European and UK PMIs fell into contraction territory for November, and UK retail sales for October were much weaker than expected. This does not paint a pretty picture for the European and UK economies in Q4, and contrasts sharply with the outlook for the US, the Atlanta Fed’s GDPNow estimate of Q4 YoY GDP is 2.6%.

Market outlook: Mulberry earnings in focus as Donald Trump’s Treasury pick could calm markets

1 month ago

There has been a flurry of earnings data in the UK on Tuesday. Mulberry reported a 19% drop in first half sales. The luxury sector as a whole has been plagued by problems, and sales in Asia were a weak spot. However, the home crowd also turned their back on Mulberry this year, and UK sales also dropped 14%.

Hybridan Small Cap Feast: 18/11/2024

1 month ago

Our daily digest of news from UK Small Caps

The Week Ahead: Powell stumps the US stock rally as Bitcoin surges, as we wait Nvidia earnings, UK CPI

1 month ago

The mood music is shifting for the Trump trade. Stocks fell sharply at the end of last week, led by big tech. The S&P 500 was down by more than 2% last week, its weakest performance in 2 months, while the Nasdaq was lower by 3%. The market has now given back half of the post-Trump election win gains.

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