magazine archive
magazine archive
Week Ahead
Will Aston Martin continue to rack up big losses?
Thursday 22 Feb 2024Luxury car maker Aston Martin Lagonda (AML) is set to report its 2023 results on 28 February under something of a cloud, with its shares close to 52-week lows and trading at just a fraction of their value at the time of the IPO in October 2018. Meanwhile, the optimistic comparisons the company made...
Berkshire Hathaway results sure to capture the market’s imagination
Thursday 22 Feb 2024Few stocks command as much attention as Berkshire Hathaway (BRK.B:NYSE) , but then few investors are as well known as Warren Buffett and his late business partner Charlie Munger. The pair built a business with a market cap today of $880 billion and an investment portfolio which is as good a...
Focus on GDP and Fed meeting minutes after big inflation numbers
Thursday 15 Feb 2024After an uneventful few days over the tail end of last week and the beginning of this week, the economic calendar moves into high gear with the all-important US and UK January consumer price indices due for release just before Shares goes to print. Markets often go up during quiet periods, and the...
Will Nvidia deliver more knockout earnings?
Thursday 15 Feb 2024Can AI (artificial intelligence) chip leader Nvidia (NVDA:NASDAQ) keep putting forecasts to the sword? The Santa Clara-based design business has blown past expectations in each of the past four quarters and skipping a soggy third quarter for earnings in 2022, it’s a forecast-thumping record that...
BAE Systems riding high ahead of its full year results
Thursday 15 Feb 2024It has been a stellar two years for defence business BAE Systems (BA.), among the very best periods in the company’s history. The war in Ukraine and other tensions around the world have acted as a spur for global governments to invest in their military capability and BAE has positioned itself in...
March rate cut off the agenda altogether after ‘stunning’ US jobs report
Thursday 08 Feb 2024In our previous issue we predicted the market would take its cue from the central banks’ rhetoric regarding future interest rate cuts, and suggested there may be some volatility around the US payroll figures. Sure enough, both the Bank of England and the Federal Reserve batted away any suggestion...
Can Coca-Cola serve up another sparkling performance?
Thursday 08 Feb 2024Investors will be thirsting for another serving of good news when beverages behemoth Coca-Cola (KO:NYSE) reports earnings for the fourth quarter and full year to December 2023 on 13 February before the opening bell on Wall Street. Consensus calls for a year-on-year rise in fourth-quarter sales and...
McDonald’s expected to serve up another quarter of steady growth
Thursday 01 Feb 2024Investors will be looking forward to tucking into fourth-quarter results from fast-food giant McDonald’s (MCD:NYSE) on 5 February to see whether despite higher interest rates US consumers are still hungry for its value-for-money offering. ‘It's hard to see McDonald's not winning in any consumer...
Central bank statements likely to be key to short-term market direction
Thursday 01 Feb 2024Even though hopes for early interest rate cuts have been dialed back since the start of the year, the focus this week will still have been on the central bank meetings in the US and the UK with analysts trying to decipher the commentaries for clues as to future policy intentions. In the UK, the...
Vodafone trading update could include positive share-price catalyst
Thursday 01 Feb 2024Investors in mobile operator Vodafone (VOD) will be keen to hear at next week’s third-quarter trading update (5 February) whether a deal for its Italian business is in the offing. Swiss operator Swisscom (SCMN:SWX) and French firm Iliad have both expressed an interest, with Iliad valuing Vodafone...