Market Strategist at @_singercm. Not necessarily the Singer Capital Markets view.

Joined April 2021
5 Photos and videos
RT @_singercm: ๐—›๐Ÿญ ๐—˜๐—พ๐˜‚๐—ถ๐˜๐˜† ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ: ๐—œ๐—ก๐—ง๐—˜๐—ฅ๐—˜๐—ฆ๐—ง ๐—ฅ๐—”๐—ง๐—˜๐—ฆ ๐—”๐—ฅ๐—˜ ๐—ข๐—ก ๐—ง๐—›๐—˜ ๐—ช๐—”๐—ฌ๐——๐—ข๐—ช๐—ก ๐—”๐—ก๐—— ๐—™๐—Ÿ๐—ข๐—ช๐—ฆ ๐—ข๐—ก ๐—ง๐—›๐—˜ ๐—ช๐—”๐—ฌ ๐—จ๐—ฃ๐Ÿ“ˆ @jamie_constabl, Markets Strategiโ€ฆ
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The end of the year is approaching and itโ€™s time for a look into what we expect to see in 2024 in global, and in particular UK, #financialmarkets. Pleased click through following the link below to read the report and please get in touch with any comments and questions! โฌ‡๏ธ
๐—˜๐—ป๐—ฑ ๐—ผ๐—ณ ๐—ฌ๐—ฒ๐—ฎ๐—ฟ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฏ ๐Ÿ“๐Ÿ“ˆ - Jamie Constable, Market Strategist at Singer Capital Markets, looks back on the year in this latest report whilst providing an outlook on markets in 2024. Report available to download now โžก๏ธbit.ly/3tpzA2i
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Jamie Constable retweeted
Hear from @jamie_constabl, Market Strategist at @_singercm, where he discusses his interest rate expectations for 2023 and beyond with @MoiraONeill. Watch the full episode here ๐Ÿ‘‰ bit.ly/3PnmpWR #interestrates #inflation #londonstockexchange #UK

21 Sep 2023
Welcome to our new series of 'Macro Matters' where @MoiraONeill speaks with Jamie Constable, Market Strategist at @_singercm, about inflation, interest rate hikes and growth or recession possibilities, particularly in the UK. Watch on @LondonSouthEast > lse.co.uk/media/macro-matterโ€ฆ
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Jamie Constable retweeted
Equity Markets Report 2023: "The Spike Drives Peaks In Interest Rates" ๐Ÿ“ˆ @jamie_constabl, Market Strategist at Singer Capital Markets, provides an outlook on markets in his latest equity markets report. Download and read now ๐Ÿ‘‰ย  bit.ly/3QQA9Mf #report #equitymarkets
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Jamie Constable retweeted
We are delighted to have been featured in the latest @ARLintel AIM Advisers Ranking Guide as the leading broker on AIM by number of Healthcare clients๐Ÿ“ˆ Read more here: bit.ly/3KkmGYX #healthcare #financialservices #investmentbanking
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So is today's undershoot on #UK #CPI today the equivalent of the same in #US last October ? It could very well be. The next few months are set fair. Just need cherry on cake of inflows for UK #equities
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The Fed pauses and signals another 2 #rate #rises I propose to stop markets getting exuberant. The #pandemic /#Ukraine #inflation period is one of spikes & see US #PPI below already back to pre 2020 levels. The same for #CPI & #wages?
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Next week's #US #FOMC interest rate decision should be no change with increasing signs that #economy is slowing. #China close to deflation which could well spread to Asia. And then beyond? US #CPI Tuesday as a precursor
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#Trade #data is starting to mirror falling mnfing PMI's with April #China #exports --7.5% yoy & US -3.6% yoy. Time for central bankers to hit brakes on #interestraterises and expect more Chinese stimulus. Canadian central bank isn't listening though!
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#US Nonfarms a lot to decipher but overall 've for #markets. Jobs beat but #unemploymentrate higher at 3.7% from 3.4%. Average earnings 4.3% you from 4.4%. Fed should stop rate rises
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#France CPI -0.1% mom & 6% yoy from 6.9% last. #German CPI -0.2% mom & 6.3% yoy from 7.6% last. Both well below (F). Stark contrast to #UK and UK needs to catch up! #CPI
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Big #data points this week with EU #CPI Thursday & #US Nonfarms & earnings Friday. A good start today with Spanish CPI -0.2% mom & Italy PPI -6.5% mom. For UK how fast will it fall is key question?
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A big week next week with UK #CPI Wednesday as GfK consumer confidence picks up again today - see chart. As CPI falls fast look for continued consumer gains. UK #economy continues to look more sunny with risks from #BankofEngland Image Source: Bloomberg llp
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Jamie Constable retweeted
Replying to @jamie_constabl
@jamie_constabl, Market Strategist at @_singercm, is pleased to deliver his monthly Macro Update for March in partnership with @JohnHughman at @VOXmarkets. Watch the full podcast here ๐Ÿ‘‰ bit.ly/3TPfOpL #inflation #markets #consumer #economy #financialservices

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Hawkish #central #bankers today with Mann in the UK calling again for higher #interest #rates and Powell's US Senate testimony as expected at hawkish end given strong data. Focus now on non-farms on Friday after 517k last
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Today's Services PMI's pretty much all good to solid including further positive confirmed reading for UK. These make speed of fall back in #inflation all the more important. #Energy price falls will help UK a lot. Looking stickier in #EU & #US
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