HeyJaredWalker Crips' Market Commentary
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…
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Inflation puts rates under pressure (opens the original)
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The Bank of England held the base interest rate at 3.75% last Thursday by a six to three vote, the dissenters favouring an immediate increase, and warned that rates may need to rise if the energy shock feeds into more persistent inflation. It also slowed balance sheet reduction, giving gilt markets relief and leaving the 10-year yield five basis points lower at 5.29%. The decision followed consumer price index ("CPI") inflation of 3.1% for the year to August, up from 2.9% on higher motor fuel co
Oil prices fuel inflation fears (opens the original)
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Last week, UK investors closely monitored macroeconomic signals while looking ahead to the Bank of England's (“BoE”) forthcoming monetary policy meeting, where expectations remain firm that the base rate will be held at 3.75%. The pressure on central bank decision makers remains intense as the domestic inflation picture continues to present a challenge. Headline Consumer Price Index (“CPI”) inflation reached 2.9% in July, and market participants are awaiting Wednesday's August figures to gauge w
UK borrowing costs bite (opens the original)
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Surging higher borrowing costs are expected to create further headwinds for the UK economy ahead of the 28 October 2026 budget, threatening to shrink the Treasury headroom by up to £12 billion, due to the 10-year government debt yields surging past 5.2%, as increasing energy prices reignited inflation concerns, prompting calls for the Bank of England (“BoE”) to pause active bond sales. In the consumer sector, demand figures appear mixed across hospitality and travel. Jet2 reported an 8.8% increa
Pressure builds ahead of the budget (opens the original)
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Last week in the UK, economic data showed that optimism amongst British businesses grew in August as Lloyds Bank’s confidence index rose to 53%, the highest since the start of the Iran conflict. Business inflation expectations fell to a five-year low, whilst the latest Citi/YouGov survey showed an increase in the general public’s expectation of higher inflation, meaning that perhaps households are bracing themselves for higher prices. These contrasting data indicators can leave the Bank of Engla
The UK faces rises in energy price caps and inflation (opens the original)
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Last week, Bank of England policymakers faced expectations of rates holding at 3.75%, with nearly 90% of economists predicting “no change” despite market pricing for increases. Headline Consumer Price Index inflation accelerated to 2.9% in July from 2.6%, while core inflation held at 2.6%. Although food inflation eased to 2.1%, energy price caps are predicted to rise 4% in October, which could cause further pain for the average Brit navigating the cost of living. Elsewhere, UK economic activity
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