Walker Crips' Market Commentary
Walker Crips Investment Management Limited
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About This Podcast
This weekly podcast from the team at Walker Crips Investment Management provides an in depth commentary on the macro economic factors driving global markets, whilst also focusing on individual stocks that are making headlines.
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
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Recent Episodes
S1E124 UK economy volatility after the Iran conflict disrupted global supply chains
Last week, the UK economy experienced high macroeconomic volatility as stagflation fears intensified after the Iran conflict disrupted global supply chains. March’s Purchasing Managers' Index (PMI)…
S1E223 UK inflation fears and worrying employment figures are causing an economic storm
Last week, Bank of England ("BoE") Governor Andrew Bailey warned markets against getting excited on rate rises after the Monetary Policy Committee ("MPC") voted unanimously for a steady hand, keeping…
S1E222 Flatlining GDP and Oil hitting $100 a barrel has caused stagflationary shocks in the economy
The UK economy was hit by a stagflationary shock this week as Brent crude breached $100 a barrel. Even before the Strait of Hormuz crisis, official data showed Gross Domestoc Product (“GDP”)…
S1E221 Ongoing global uncertainty with the continuing conflict in the Middle East
Last week, Bank of England (“BoE”) policymaker Alan Taylor noted that the economic impact of the escalating Middle East conflict is uncertain, and that the UK faces downside growth risks if energy…
S1E220 By-election results cause political uncertainty and the US-Israel war in Iran spikes crude oil prices
Last week, Bank of England (“BoE”) Monetary Policy Committee (“MPC”) member Alan Taylor noted that inflation appears to be heading towards normalisation, paving the way for a potential dovish shift.…
S1E219 The Monetary Policy Committee suggests there may be rate cuts and geopolitics drive markets
Last week, Bank of England (“BoE”) Monetary Policy Committee (“MPC”) member Catherine Mann signalled she is edging closer to backing an interest rate cut, with markets now fully pricing in two…
S1E218 AI and policy drive volatility in global markets
Last week, the Bank of England's (BoE) Deputy Governor, Sarah Breeden, signalled that interest rate cuts could arrive within the next couple of meetings as inflation eases, with markets currently…
S1E217 Leadership instability pushes businesses to find stability
In the first week of February, the Bank of England held rates at 3.75% in a split 5-4 vote, with Governor, Andrew Bailey, stating a March cut was a “50-50 call”. Data shows actual business activity…
S1E216 City of London at a critical juncture
Last week, the Bank of England's (“BoE”) weekly short-term repo allotment hit a record high of over £100 billion, marking the shift to a repo-led system, while the BoE considers tokenised assets as…
S1E215 Inflation bites as growth holds firm
Last week, UK economic data revealed a mix of rising price pressures and surprising resilience in activity. Inflation surprised on the upside in December with the headline Consumer Price Index…
S1E214 UK growth beats expectations, but uncertainty remains
Last week the Bank of England ("BoE") released data showing unexpected resilience in November’s gross domestic product ("GDP"), which expanded by 0.3%, surpassing the 0.1% forecast and ending a…
S1E213 Gilts rally as BoE rate cut bets grow
Last week UK markets rallied as investors flocked to gilts, putting them on track for their best week since October, with benchmark yields falling more than 0.1% to nearly 4.4%. This fixed income…
S1E212 Markets brace for slower growth
UK markets endured a cautious week as fresh data reinforced concerns about a softening economic backdrop and limited policy headroom. Surveys of economists pointed to a deteriorating labour market…
S1E211 Bank of England eases as fiscal strains bite
Last week the Bank of England (“BoE”) cut interest rates by 25 basis points to 3.75%, with Governor Andrew Bailey signalling optimism for hitting the inflation target by late spring and suggesting…
S1E210 UK GDP surprise shakes markets
The past week revealed unexpected weakness in the UK economy, with Gross Domestic Product (“GDP”) contracting by 0.1% in October against expectations for modest expansion. The decline was driven by…
S1E209 Private capital markets in spotlight
The past week saw increased regulatory focus and a cooling labour market. The Bank of England (“BoE”) launched a "system-wide exploratory exercise" to stress-test private equity and credit markets,…
S1E208 Budget 2025: Markets exhale, business confidence sinks
The week was defined by Chancellor Rachel Reeves’ pivotal budget, which combined £26 billion in tax rises with increased spending commitments. Despite the Office for Budget Responsibility (“OBR”)…
S1E207 Budget tension meets a stalling UK economy
UK markets faced a difficult week as incoming data highlighted a loss of economic momentum ahead of this week’s Budget. The UK flash Purchasing Managers' Index (“PMI”) for November fell to a…
S1E206 Countdown to a December interest rate cut
The case for a December Bank of England (“BoE”) rate cut strengthened significantly last week, as a string of data pointed to a stalling economy and a rapidly cooling labour market. Third quarter…
S1E205 The waiting game: Rate cuts in sight as budget pressure builds
The Bank of England’s (“BoE”) Monetary Policy Committee delivered a narrow 5–4 vote to keep interest rates unchanged at 4%, marking one of the most finely balanced decisions in recent years. The…
Frequently Asked Questions
Walker Crips' Market Commentary has published 225 episodes since September 2021, covering topics in Business, Business News.
Walker Crips' Market Commentary is currently highly active with new episodes weekly. Average episode length is 8m.
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