The Market Call

The Market Call gives a periodic summary of major macro events, market themes and selected UK company-specific news.

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March 2, 2024

Week Ending 01/03/2024 – Wincanton bid highlights UK value and the problem with EVs

Jeremy & Gareth discuss recovering UK housing activity, the UK's IPO prospects, the EV problem, Bitcoin ETFs, the knockout bid for Wincanton as another indicator of the value in the UK small cap market, improving evidence of equity fund raises, and updates from Taylor Wimpy and Howden Joinery. Looking into next week, setting Wednesday's Spring Budget aside for now, Jeremy highlights the prospects for data about the US jobs market and the impact on inflation expectations. 

Interview with David Einhorn on broken smaller companies markets. https://open.spotify.com/episode/47E0aMdqtHMkZJznZyWXKW?si=7UMko5KKSNadw8vRVQMU1g

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