Neil Wilson

1 week ago | investorschronicle.co.uk | Neil Wilson

Bueller? Bueller? Bueller? Everyone’s gone AWOL. You can get a seat on the Tube. London is bunking off, Ferris Bueller style. Markets looked like they were going to be fairly quiet and in consolidation mode after those monster swings earlier in the month. At least that was the feeling until another big (by usual standards at least) sell-off on Wall Street again on Wednesday, led again by tech but broad-based and brutal.

1 week ago | investorschronicle.co.uk | Neil Wilson

European stocks trimmed gains this morning after a couple of really strong sessions, reflecting a touch more risk aversion. The FTSE 100 slipped about 0.34 per cent early doors on Wednesday after a 1.5 per cent gain on Tuesday, which added to Monday’s gains. The Dax was off about 0.4 per cent. Rheinmetall – insulated from tariffs and backed up by German rearmament – hit a new high.

1 week ago | investorschronicle.co.uk | Neil Wilson

European markets ended yesterday much firmer, up 2 per cent across the board on a strong tariff-relief type rally. The FTSE 100 rebounded at the death but is still some way off its record high. It’s up another 0.8 per cent this morning to extend the relief rally.

3 weeks ago | investorschronicle.co.uk | Neil Wilson

The FTSE 100 is down 0.5 per cent in early trade while the Dax and Cac are down 0.9 and 0.4 per cent, respectively. Caution is the order of the day. An unusual level of event risk suggests scope for a major relief rally, but the implications of tariffs suggest we should see further downside before it all plays out. The dollar has also edged up slightly while gold has come off its record high on Tuesday, with yields still pushing lower.

3 weeks ago | investorschronicle.co.uk | Neil Wilson

This morning, European stock markets have opened higher after the selloff yesterday, buoyed by the resilience on Wall Street. Maybe markets are listening to US President Donald Trump when he says the country is “going to be very nice, relatively speaking, we’re going to be very kind” on tariffs. Or maybe it’s just sellers’ exhaustion. But…gold is still up, copper and yields down. The market is still very choppy and will remain volatile for a while yet.