FTSE 100 hits all-time high as defence stocks soar March 3, 2025 The FTSE 100 index rallied to an all-time high on Monday morning, bolstered by surging defence stocks as European countries signalled their willingness to up defence spending over the weekend. The UK’s blue-chip index rose 0.4 per cent or 32 points after the market opened. BAE Systems led the market higher. The firm’s stock jumped [...]
Trump tariffs could have ‘devastating blow’ on steel industry February 10, 2025 Speaking from Air Force One last night, Trump said the tariffs would cover "everybody", which will be a major hit to Canada and Mexico, two of the US's largest steel trading partners.
City split following Bank of England’s interest rate decision February 7, 2025 Analysts are divided about how far and how fast the Bank of England is likely to cut interest rates in the remainder of this year following yesterday’s decision. Rate-setters backed a third 25 basis point rate reduction, which brought the Bank Rate down to an 18-month low of 4.5 per cent. Every member of the [...]
Panmure Liberum: Bank of England to cut interest rates six times in 2025 February 5, 2025 Simon French, head of research at Panmure Liberum, expects the Bank to shift to a faster pace of rate cuts later in 2025, meaning the Bank Rate would drop to as low as 3.25 per cent.
Trump tariffs: Investors struggle to price in threat after last minute reprieve February 4, 2025 Jim Reid, head of research at Deutsche Bank said: "The past few days have raised ongoing questions over Trump’s tariff policy plans".
Donald Trump’s tariffs: Here are the three important points February 4, 2025 There's a lot that could be said about tariffs, but there's three points that really matter.
Pound sterling falls on latest Trump tariff threats January 28, 2025 The movement in currency markets came after the latest comments from the President on his tariff plans.
Bridgewater founder Ray Dalio: UK economy at risk of ‘debt death spiral’ January 21, 2025 Ray Dalio, founder of hedge fund Bridgewater Capital, warned that the UK economy was at risk of a “debt death spiral” following the recent bout of bond market instability. In an interview with the Financial Times, Dalio warned that the government faced the prospect of having to borrow more and more from financial markets in [...]
How City of London investors are bracing for Donald Trump 2.0 January 20, 2025 City investors are bracing for four more years of unpredictability on the global markets as Donald Trump returns to the White House as president. After banging the drum for punitive trade tariffs and US protectionism in recent months, Trump’s second term is expected to inflict more turmoil on global markets than outgoing president Joe Biden. [...]
What will Trump’s first 100 days mean for markets? January 20, 2025 | City Talk Amid concern about tariffs, markets appear to be hedging their bets, but there’s plenty to suggest that Trump’s first moves in office could fall short of the worst expectations, says Michael Hewson A lot of the recent turmoil in markets appears to be being blamed on concerns that Donald Trump, inaugurated as President today, could [...]