Manic Monday: How Trump rocked global markets March 23, 2026 President Donald Trump sent global markets on a rollercoaster ride as traders were left stunned by mixed messages coming from the US administration and the Iranian regime. The Brent Crude oil price was trading around $114 per barrel before Trump said in a post on Truth Social that he was pausing strikes due to “productive” [...]
Iran war wipes £4.5 trillion from global stock markets March 9, 2026 The war in the Middle East has knocked £4.5 trillion off the value of global stocks since its start, as the financial impact continues to cause shockwaves around the world. The value of listed businesses has nosedived since the start of the US and Israeli campaign from $157.5 trillion (£117.6 trillion) to $151.5 trillion (£113.1 [...]
Buy more small caps, says Panmure Liberum. But which ones? February 26, 2026 Now is the time to get back into British small caps, according to the boffins at Panmure Liberum. Headline valuations, on a P/E ratio basis, don’t seem much different in the small caps compared to their big-cap counterparts. But Panmure says that when you adjust for differences in sector composition, you get an average discount [...]
FTSE 100 Live: Lloyds warns on ‘adverse’ outcome on motor finance October 13, 2025 Good morning from the City AM liveblog team. As we edge close to the Budget, more and more businesses are growing agitated over how their industry might be affected. Nowhere were these concerns more stark than in retail, where the Co-op has warned that 60,000 small shops and 150,000 jobs could be lost without business [...]
FTSE 100 Live: Bank shares surge; Gold surpasses $4,000 October 8, 2025 Good morning from the City AM live blog team. Arguably no sector has had as sensitive share movement in recent months as the banking industry. In August, following the motor finance ruling, City banks added £7bn in market value after a major boost from the Supreme Court. But less than a month later after the [...]
FTSE 100 Live: Index hits record high as AstraZeneca and GSK shares soar October 1, 2025 Good morning from the liveblog team at City AM. Some acronyms are so entrenched in common parlance that they need not be explained: NHS, GDP, MOT. Up until now, we at City AM thought ‘IPO’ sat squarely within that category. But the listings pipeline has become so thin, we may have to start reminding readers [...]
Reeves urged to give stamp duty holiday for fresh stock exchange listings September 14, 2025 Rachel Reeves has been urged to give a stamp duty holiday for companies when they list on London’s stock exchange as her Taskforce looks for ways to boost the beleaguered bourse. Representatives of the chancellor’s listings taskforce, which she set up after her Mansion House speech in July, have floated an up-to-five-year break on stamp [...]
Natwest and Lloyds shares lead £8bn plunge amid bank tax fears August 29, 2025 Shares in a number of Britain’s biggest banking giants tumbled on Friday as speculation that Rachel Reeves would use the sector for an easy cash grab ramped up. Natwest topped the FTSE 100’s fallers, losing over five per cent. Meanwhile, Lloyds was down nearly four per cent, Barclays just over two per cent, whilst HSBC [...]
Buy UK: City stocks set for boost from Trump’s trade war with EU July 14, 2025 As the chaos around President Donald Trump’s erratic tariff agenda shows no sign of abating, brokers have thrown their weight behind UK stocks. Just this weekend, Trump threatened escalations with Mexico and the EU before slapping a 30 per cent levy on the 27-state bloc from August 1. But among the geopolitical noise, the UK [...]
Barclays and HSBC shares jump after Trump’s legal blow May 29, 2025 Shares in FTSE 100 banking giants rallied on Thursday after President Donald Trump’s tariff agenda was dealt a blow from the courts. Barclays and HSBC climbed over one per cent to 328.05p and 874.50p, while Standard Chartered jumped nearly two per cent to 1,158.00p. This came as the US Court of International Trade declared Trump’s [...]