market reaction Archives - Philip J Milton & Company Plc

US interest rates rise

Philip J Milton & Company Plc — Sat, 26 Sep 2026 13:16:45 +0000

Interest rates in the US have been increased as a signal that inflation is too high. Here at home, that has been deferred, at least by a month… to the relief of the Chancellor as rates on government borrowing also slipped a tad and off their recent peaks, though that is likely to be somewhat […]

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Economic growth and a little calm

Philip J Milton & Company Plc — Wed, 26 Aug 2026 11:55:22 +0000

Have been listening to this strange noise outside today – the pattering of much-needed rain. I appreciate if you are on holiday here it’s not so good but the ground needs it desperately so please forgive us! Pleasing to see the latest Quarter’s economic growth rate at 0.4%. It is still lower than it should […]

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FTSE flies but what’s inside?

Philip J Milton & Company Plc — Mon, 03 Aug 2026 08:00:00 +0000

Welcome to a new all-time high for the FTSE100. Remember, it’s just a number and it’s the contents which are important and what are powering the underlying indices. Banks have been very strong (Lloyds’ results yesterday saw the shares at their highest since 2009) and now Rolls Royce is a major component too. Oils are […]

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The good, the bad and SpaceX

Philip J Milton & Company Plc — Sat, 18 Jul 2026 09:00:00 +0000

Some news’ improvement amongst the negative developments in the Middle East (again) – US inflation went down to 3.5%, somewhat unexpectedly. That should give some respite in interest rates and the strength of the Dollar. Meantime, here at home our economy grew by 0.1%, led by services. It’s not much and it is primarily a […]

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PM resigns – will uncertainty reign?

Philip J Milton & Company Plc — Fri, 26 Jun 2026 12:28:43 +0000

Goodbye Sir Keir, hello tomorrow. Sadly, I fear he won’t be missed greatly and with negligible legacy to remember though we must recognise that any such change creates opportunity for uncertainty. It may seem that a certain new MP is crowned without competition. We can then only hope he will have better economics than the […]

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Unexpected growth in economic area

Philip J Milton & Company Plc — Sat, 06 Jun 2026 13:50:09 +0000

Shockingly (as we weren’t expecting it!) but the economy grew 0.6% in the first quarter – not quite sure how! Apparently, it was ‘services’ primarily. So, the extra 0.1% over what was expected is being headlined by the Government as wonderful news but sadly one swallow does not a summer make. On the same day, […]

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Wobbles at the top?

Philip J Milton & Company Plc — Thu, 14 May 2026 08:00:00 +0000

Well, potentially all change at the top. I remembered this quotation from a more contrite and accommodating man during the now old 2020 Labour leadership election. “When they [CPS staff] made mistakes, I carried the can. I never turn on my staff and you should never turn on your staff. I will carry the can […]

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Market chaos silver lining

Philip J Milton & Company Plc — Sat, 18 Apr 2026 09:00:00 +0000

Good afternoon. Early days but the agreement to a ceasefire was much welcomed by the markets. It is an odd world when sometimes you are grateful that some of your assets fall in price, because they were the hedges against other things you have been holding. So, when oil and energy stocks slumped last Wednesday […]

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Markets continue to wobble

Philip J Milton & Company Plc — Sat, 14 Mar 2026 13:00:30 +0000

Oh dear, more uncertainties afflicting global markets as a consequence of the attacks on Iran and then the ramifications. They are dreadful and for the innocent people involved but as for the financial implications, on capital markets, maybe retrenchment reflects the ‘need’ for profit-taking it seems. This is even discounting unintended consequences, such as a […]

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Uncertainty as US attacks Iran

Philip J Milton & Company Plc — Tue, 03 Mar 2026 17:54:42 +0000

So, early Saturday we awoke to news that bombings had taken place in Iran and the inevitable retaliation as a consequence. The weekend oil price jumped significantly and the world waits to digest the consequences. It is too early to predict outcomes but the hope will be for a short, sharp shock and a return […]

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