Watson's Daily

Friday 12/09/25

In BIG PICTURE NEWS, US inflation rises, Trump continues to try to push Lisa Cook out, Bolsonaro gets 27 years, the ECB stays unmoved, Mandy gets the boot and Reeves hires a planning lawyer. In TECH & MEDIA NEWS, US…

Thursday 11/09/25

In BIG PICTURE NEWS, Putin plays chicken on Europe's border, we consider the state of the States, Mexico bows to US pressure on Chinese cars, bitcoin hoarders go through a tough patch and Saudi Arabia is emerging as a solar…

Wednesday 10/09/25

In BIG PICTURE NEWS, Trump's tricky court run continues, we consider the current state of America, Europe takes more heat, France gets a new PM, Starmer appoints a "Budget board", dockless bikes win and UK battery firms make progress. In…

Tuesday 09/09/25

In BIG PICTURE NEWS, America steps back on fake news, Trump takes some hits, Korean companies admit cutting corners, Argentina falters, the French government collapses, Labour pushes on with workers' rights and the gold boom continues. In EMPLOYMENT NEWS, UK…

Monday 08/09/25

In BIG PICTURE NEWS, the US cracks down on South Korean workers, Japan's PM steps down, Russia has economic issues, the pressure on Starmer continues and Opec+ agrees to increase output. In CONSUMER NEWS, we compare the plight of US…

Friday 05/09/25

In BIG PICTURE NEWS, Trump rebrands the defence department and keeps pushing for tariffs, Xi and Kim hold talks, Thailand's set for a new PM and Goldman predicts a $5k gold price. In TECH NEWS, Big Tech's big cheeses line…

Thursday 04/09/25

In BIG PICTURE NEWS, we look at the current state of the US and UK, see some dramatic cuts at ConocoPhillips and more Trump family crypto-joy. In BUSINESS & CONSUMER TRENDS,UK services growth pace quickens, China looks to rein in…

Wednesday 03/09/25

In BIG PICTURE NEWS, the US continues to bulldoze but the law fights back and Xi, Putin and Kim put on a united front, the pound falls, Turkish stocks drop and gold hits a new high. In CONSUMER GOODS NEWS,…

Tuesday 02/09/25

In BIG PICTURE NEWS, we continue to see Trump's impact, Indonesian markets have a rough time, UK borrowing costs accelerate and Orsted gets a lifeline. In BUSINESS TRENDS, Levi's worries about anti-Americanism, French businesses fret about recession, robots drive China's…

Friday 15/08/25

In BIG PICTURE NEWS, US producer prices rise, UK exports to the US hit a low, the UK economy posts surprise growth, non-dom exodus fears appear overblown, bitcoin slips and China cracks down on rare earth stockpiling. In TECH NEWS,…

Thursday 14/08/25

In BIG PICTURE NEWS, we look at the latest on Ukraine, Porsche's diversification, Trump's latest re the Fed, Saudi Arabia's writedown and contrasting thoughts on farmers. In RETAIL & LEISURE NEWS, Claire's looks like it's done and Tui booms. In…

Wednesday 13/08/25

In BIG PICTURE NEWS, Europe builds for war, Beijing pushes back on Nvidia purchases, US inflation steadies and Entain warns of gambling tax consequences. In TECH NEWS, Anthropic makes a bold move, Perplexity offers to buy Google Chrome, Altman looks…

Tuesday 12/08/25

In BIG PICTURE NEWS, Trump makes more trade decisions, deploys the National Guard, eases up on Intel's boss and picks his man for the BLS. In FINANCIALS & INVESTMENT TRENDS, HSBC flags commercial property, Santander eases on lending, investors seek…

Monday 11/08/25

In BIG PICTURE NEWS, we look at the ongoing influence of Trump at home and abroad, energy developments and commodities. In TECH NEWS, Nvidia and AMD are to pay the price of selling to China, Upstage upstages AI and TikTok…

Friday 08/08/25

In BIG PICTURE NEWS, Trump makes more big announcements, industries and countries reel from the latest US tariffs, UK interest rates are cut and the government starts thinking about how to give us the bad news. In M&A NEWS, Lyten…

Thursday 07/08/25

In BIG PICTURE NEWS, we look at the latest tariffs and their effects, the exodus of UK directors, council funding issues and poor construction activity. In TECH & MEDIA NEWS, we consider OpenAI's valuation, Chai's AI-driven drug discovery mission, Brookfield's…

Wednesday 06/08/25

In BIG PICTURE NEWS, Trump keeps everyone on their toes, Reeves is advised to hike taxes and BP is to cut headcount. In BUSINESS & EMPLOYMENT TRENDS, the closure of the de minimis rule has repercussions, the UK services sector…

Tuesday 05/08/25

In BIG PICTURE NEWS, Trump tariff ructions continue, pressure increases on the Bank of England to cut rates, Osborne says the UK's slow on crypto and BP makes a massive discovery. In AUTOMOTIVE NEWS, Tesla offers Musk the mother of…

Monday 04/08/25

In BIG PICTURE NEWS, Trump continues to stir things up, we consider whether he's "won" with tariffs, OPEC+ raises oil production targets and China hits back. In BANKS NEWS, European banks boom, everyone's talking about car finance and high street…

Friday 01/08/25

In BIG PICTURE NEWS,Trump makes more threats, gold demand booms, UK IHT rakes it in and the UK's biggest wind farm gets the go-ahead. In TECH NEWS, China summons Nvidia, Apple posts strong earnings, Amazon gets knocked, VPNs continues to…

Thursday 31/07/25

In BIG PICTURE NEWS, the Fed leaves interest rates unchanged and Trump fiddles with more tariffs whilst crashing the copper market as iron ore prices languish. In FINANCIALS NEWS, JP Morgan saddles up with Coinbase for crypto trading, HSBC profits…

Wednesday 30/07/25

In BIG PICTURE NEWS, the US faces some big days and extends the tariff truce with China while the IMF upgrades global and UK growth forecasts. In TECH NEWS, Apple is to launch a foldable phone, there's a big deal…

Tuesday 29/07/25

In BIG PICTURE NEWS, China launches baby subsidy, Europe reacts badly to the US-Europe trade deal and Trump tells Starmer how to beat Farage. In BUSINESS & CONSUMER TRENDS, 50,000 British companies look vulnerable and consumers face higher prices. In…

Monday 28/07/25

In BIG PICTURE NEWS, the US and EU agree on tariffs, Trump continues to pressure the Fed and opinions are mixed on crypto as doubts are cast in the UK on millionaire migration numbers. In TECH NEWS, we see cyber…

Friday 25/07/25

In BIG PICTURE NEWS,Trump and Powell spar, the ECB keeps rates on hold, the EU fails in trade with the US, Germany tries to make conscription attractive and a UK-India trade deal is announced. In BUSINESS TRENDS NEWS, we see…

Thursday 25/07/25

In BIG PICTURE NEWS, Trump faces judicial resistance and goes to visit the Fed, the EU continues trade negotiations with China and the US, Starmer and Modi sign a deal and we see some defence developments. In FINANCIALS & INVESTMENT…

Wednesday 23/07/25

In BIG PICTURE NEWS, the US and Japan reach a trade deal, the House is shut early to avoid an Epstein vote and UK borrowing is higher than expected. In TECH NEWS, AI demand pushes up US electricity costs while…

Tuesday 22/07/25

In BIG PICTURE NEWS, Trump continues to fight while we look at Ofwat's demise, the prospect of working for longer, a rejig in Sizewell C ownership and BP's new chair. In TECH & MEDIA NEWS, Figma goes for it, OpenAI…

Monday 21/07/25

In BIG PICTURE NEWS, global profits suffer, Japan's PM takes a hit and Reeves considers a bitcoin sell-off. In TECH NEWS, AI groups go premium, dating apps try harder and the UK looks to play nice with Apple. In CONSUMER…

Friday 18/07/25

In BIG PICTURE NEWS, we consider the latest Trump things, potential EU retaliation, the cooling UK jobs market, the lowering of the voting age and drop in renewable power. In TECH NEWS, chatbots get groomed, OpenAI launches a personal assistant,…

Thursday 17/07/25

In BIG PICTURE NEWS, we see Trump take on tariffs, Powell and corn syrup while more American students choose the UK - where inflation rises and the City thinks Reeves's reforms are meh. In FINANCIALS NEWS, central banks fret about…

Wednesday 16/07/25

In BIG PICTURE NEWS, US inflation rises, Trump makes big announcements, France suggests scrapping holidays, Reeves promises to cut red tape and OPEC keeps its outlook unchanged. In FINANCIALS & INVESTMENT NEWS, US banks report, Starling considers a US listing,…

Tuesday 15/07/25

In BIG PICTURE NEWS,we see the latest on Ukraine, divided opinion on Musk/Epstein, China's growth, Reeves's announcement and developments in bitcoin. In TECH NEWS, Nvidia is OK to restart H20 sales in China, Musk wants Tesla to fund xAI and…

Monday 14/07/25

In BIG PICTURE NEWS, risks of a US recession rise, the EU backs down, Macron promises to up France's defence budget and Bank eyes a rate cut. In EMPLOYMENT NEWS, more people search for jobs, grads get frustrated and AI…

Friday 11/07/25

In BIG PICTURE NEWS, Trump makes more threats, his birthright citizenship thing gets challenged, Lula weaponises Trump's tariffs, Reeves buckles, we look at the latest in critical minerals, chocolate and coffee and see strong markets in India and the UK.…

Thursday 10/07/25

In BIG PICTURE NEWS, US interest rate cuts look unlikely, we see an update on Trump's various threats, US measles cases hit a new high, Britain and France join forces on nuclear deterrents and there's more good news for Sizewell…

Wednesday 09/07/25

In BIG PICTURE NEWS, Trump cuts out China and gets the go-ahead for mass government layoffs, Macron visits the UK, Reeves considers options, the ONS head carries the can, US copper prices boom, Sizewell C gets another backer and China…

Tuesday 08/07/25

In BIG PICTURE NEWS, Trump denies responsibility for the Texas response, he agrees to send Ukraine more arms and threatens trading partners while Downing Street looks like targeting the rich again. In TECH NEWS, CoreWeave makes a $9bn offer, Apple…

Monday 07/07/25

In BIG PICTURE NEWS, a new Gaza deal is to be discussed, Musk launches a political party, China reroutes to dodge Trump's tariffs and the government launches a welfare scheme. In BUSINESS, EMPLOYMENT AND CONSUMER TRENDS, China buys up mines,…

Friday 04/07/25

In BIG PICTURE NEWS, the BBB passes, US jobs growth exceeds expectations and the UK recovers. In TECH NEWS, the US lifts chip software restrictions and the UK considers how to use data assets. In RETAIL NEWS, Shein gets a…

Thursday 03/07/25

In BIG PICTURE NEWS, there are bumps for Trump's BBB, he announces a trade agreement with Vietnam, the EU blocks the UK and we look at the consequences of the government's welfare climbdown. In BUSINESS, CONSUMER & EMPLOYMENT TRENDS, business…

Wednesday 02/07/25

In BIG PICTURE NEWS, the BBB gets passed, Trump makes various threats and Starmer guts his own bill. In EMPLOYMENT NEWS, a UK visa overhaul allows lower-skilled office workers, AI talent wars power big salaries and robots replace humans in…

Tuesday 01/07/25

In BIG PICTURE NEWS, the Senate continues to work on the BBB, Canada makes concessions, Reeves is set to make cuts, the UK caps steel imports, the dollar dives, Hong Kong shines and there's a power struggle. In RETAIL &…

Monday 30/06/25

In BIG PICTURE NEWS, Russia hits Ukraine, we see more Trump impact, China continues to suffer, UK government rebellion continues to simmer and Hong Kong's IPO market is looking very healthy. In TECH NEWS, Nvidia shareholders cash out, more resource…

Friday 27/06/25

In BIG PICTURE NEWS, Iran's uranium looks largely intact and we look at the latest developments in the US, Starmer's concessions, a jobs slowdown and energy projects. In CAR NEWS, Xiaomi shocks, Musk's fixer quits and British vehicle production plummets.…

Thursday 26/06/25

In BIG PICTURE NEWS, we see Trump's latest musings, the UK focuses on a new trade strategy and Starmer faces a welfare rebellion. In TECH & MEDIA NEWS, Meta strikes a blow, Bumble makes cuts, Nvidia booms and Apple faces…

Wednesday 25/06/25

In BIG PICTURE NEWS, we consider the impact of the war, Powell holds his ground, the UK commits to US jets and central bankers criticise the rise of stablecoins. In CONSUMER & RETAIL NEWS, grocery prices rise but shoppers buy…

Tuesday 24/06/25

In BIG PICTURE NEWS, we look at the war latest, its impact, defence spending and Starmer's industrial strategy. In TECH & TELECOMS NEWS, WhatsApp gets banned on US government devices, Amazon announces a major UK expansion and we see what's…

Monday 23/06/25

In BIG PICTURE NEWS, we look at war, defence and energy developments. In BUSINESS, INVESTMENT & EMPLOYMENT TRENDS, we see which companies are buying bitcoin and observe the SPAC revival. In TRANSPORT NEWS, Tesla launches its robotaxi service and we…

Friday 20/06/25

In BIG PICTURE NEWS, we look at the latest war-related developments, Russia is on the brink of recession, Canada imposes tariffs, Switzerland goes to zero and the Bank of England stays unchanged. In BUSINESS, INVESTMENT & EMPLOYMENT TRENDS/b>, solar bankruptcies…

Thursday 19/06/25

In BIG PICTURE NEWS, Trump dithers on Iran involvement, interest rates remain unchanged, UK inflation eases and HS2 is delayed again. In TECH & STREAMING NEWS/b>, Microsoft holds tense talks, OpenAI accuses Meta and Netflix is start streaming live TV.…

Wednesday 18/06/25

In BIG PICTURE NEWS, we have some Trump things, some Reeves things, trouble at local councils, a CBI warning and peak oil demand for China. In TECH NEWS, Amazon warns about the impact of AI, researchers find that AI makes…

Tuesday 17/06/25

In BIG PICTURE NEWS, we look at the latest on the Israel-Iran conflict, oil price implications and Trump developments. In FINANCIALS NEWS, Tron goes public, Millennium aims to sell a stake, Metro Bank garners interest and Sabadell looks to offload…

Monday 16/06/25

In BIG PICTURE NEWS, we look at the latest with Israel-Iran, consider the Pentagon's move on AUKUS and Trump's remittance crackdown, Carney as G7 host and Reeves's infrastructure plan. In CONSUMER & CORPORATE BEHAVIOUR, American travel demand slows, UK asking…