Watson's Daily

Wednesday 05/11/25

In BIG PICTURE NEWS, the US government heads towards its longest ever shutdown, Mamdani wins New York, stocks slide on AI fears and Canada moves to counter Trump's trade war. In TECH NEWS, AMD reports higher profits, Palantir's market value…

Tuesday 04/11/25

In BIG PICTURE NEWS, the US relents on chips to UAE, Starmer veers towards income tax rises, we review what Reeves could impose and Ørsted offloads. In M&A AND IPO NEWS, Kimberly-Clark strikes a $40bn deal, a $13bn oil and…

Monday 03/11/25

In BIG PICTURE NEWS, we see the emerging effects of Trump's policies, US markets boom, the Netherlands' swing to the centre is a positive for the EU, the UK's debt increases fast, Reeves airs various Budget possibilities, oil is to…

Friday 31/10/25

In BIG PICTURE NEWS, Trump gets out-Trumped, China's factory activity contracts, the ECB keeps interest rates unchanged, Trump kills US oil, chocolate makers get optimistic, a crypto funds war breaks out and Coinbase sees volumes rise. In TECH & MEDIA…

Thursday 30/10/25

In BIG PICTURE NEWS, the US cuts interest rates, Trump leaves South Korea, the liberal D66 party wins in the Netherlands, Reeves looks at scrapping the oil and gas sector windfall tax, Goldman bets on a UK interest rate cut,…

Wednesday 29/10/25

In BIG PICTURE NEWS, Israel strikes again, Trump moves on China and floats Bessent as a Fed chief, UK inflation gets some help, the US gets nuke commitment and Miliband wavers. In CONSUMER & EMPLOYMENT NEWS, US consumers spend, Amazon…

Tuesday 28/10/25

In BIG PICTURE NEWS, US debt keeps growing, Trump meets Japan's new PM, Reeves receives a gut punch from the OBR, gold eases, Lukoil moves to sell assets and we take a look at the world's best performing stock market…

Monday 27/10/25

In BIG PICTURE NEWS, a US-China trade deal nears, US interest rate cuts appear more likely, Trump raises tariffs on Canada, Milei scores big in Argentina and Putin faces a coup. In CONSUMER & EMPLOYMENT NEWS, supermarkets warn of higher…

Friday 24/10/25

In BIG PICTURE NEWS, EU leaders stall on Ukraine, Trump ends trade negotiations with Canada and pardons Binance's founder, sanctions on Russian oil hit and Aussie rare earth miners boom. In TECH NEWS, Anthropic and Google Cloud announce a major…

Thursday 23/10/25

In BIG PICTURE NEWS, Russia launches more strikes, the US sanctions Rosneft and Lukoil, Reeves gets a bit of help, lawyers and accountants push back, the FCA sues HTX and BP ditches a US wind farm. In TECH NEWS, Trump…

Wednesday 22/10/25

In BIG PICTURE NEWS, the Budapest summit is cancelled, Japan gets is first ever female PM, Reeves bangs on, UK borrowing hits a five-year high, the Bank of England covers his behind, gold sees its biggest sell-off since 2020 and…

Tuesday 21/10/25

In BIG PICTURE NEWS, Europeans support Zelenskyy, Trump backs the Aukus nuclear deal, Reeves looks to cut red tape, rare earths boom and Tesla dominates the UK mega battery market. In TECH NEWS, Amazon's outage could have repercussions, Apple's shares…

Monday 20/10/25

In BIG PICTURE NEWS, Zelenskyy takes another beating from Trump, there are rumblings against Trump's policies, China slows but announces a 5-year plan, UK inflation hits a high and Budget jitters have repercussions while we take another look at rare…

Friday 17/10/25

In BIG PICTURE NEWS, we see different sides to Trump, Germany calls for a European stock exchange, Lecornu survives, the UK economy grows (very slightly) and Reeves takes aim at the affluent. In TECH NEWS,we look at the state of…

Thursday 16/10/25

In BIG PICTURE NEWS, we see more Trump shenanigans, Reeves's financial headaches, data centre developments and a renewed push in the North Sea. In BUSINESS & CONSUMER TRENDS, EY sees an uptick and Prologis benefits from a pick up in…

Wednesday 15/10/25

In BIG PICTURE NEWS, US interest rate cuts look more likely, Trump continues to stir, China's consumer prices fall, the French farce continues, the UK gets a warning, oil hits a low and silver booms even faster than gold. In…

Tuesday 14/10/25

In BIG PICTURE NEWS, Hamas releases final hostages, Trump is to meet Zelenskyy, US stocks recover and we look at potential Budget changes, planning bill amendments and mega batteries. In FINANCIALS NEWS, JP Morgan announced big investment, Goldman Sachs buys…

Monday 13/10/25

In BIG PICTURE NEWS, Hamas is set to release hostages, Trump's minerals threat stirs up trouble, speculators claim insider dealing, Japan has another collapse, the reappointed Lecornu names a cabinet, the Dutch take control of Nexperia and the UK faces…

Friday 10/10/25

In BIG PICTURE NEWS, Gaza ceasefire plans progress, Trump continues his vendetta, Orsted is set to make dramatic cuts, Spain faces an energy wobble, crypto edges ever closer to the mainstream and we look at the "debasement trade" that's going…

Thursday 09/10/25

In BIG PICTURE NEWS, we see the latest on Gaza and French politics while Starmer promises to spend more on medicines and hails India's digital ID, the ONS makes yet another mistake, gold continues its run, cocoa cracks and China…

Wednesday 08/10/25

In BIG PICTURE NEWS, emerging markets boom, Vietnam gets upgraded, London's IPO market makes a comeback of sorts, pressure rises on Macron and the EU threatens the UK. In TECH NEWS, OpenAI's recent deals top $1tn, AI moves in on…

Tuesday 07/10/25

In BIG PICTURE NEWS, Trump continues to stir, UK steel faces European danger, France is in turmoil and gold breaches $3,900 for the first time. In TECH NEWS, OpenAI signs a major deal with AMD, AstraZeneca sign a deal and…

Monday 06/10/25

In BIG PICTURE NEWS, Israel and Hamas prepare for ceasefire talks, Trump slaps tariffs on pasta, Japan and France make new appointments, UK ministers make changes, OPEC+ boosts oil supply and gold keeps on going. In CONSUMER & EMPLOYMENT NEWS,…

Friday 03/10/25

In BIG PICTURE NEWS, Trump threatens to use the shutdown to cut spending, the US provides Ukraine intel, Australia gets serious with defence spending and the Bank of England has to deal with more dodgy data. In TECH & MEDIA…

Thursday 02/10/25

In BIG PICTURE NEWS, the US government stays shut, Cook gets to keep her job, China cracks down on Nokia and Ericsson, Britain wastes wind power, manufacturing suffers and crypto bros feel the pinch. In EMPLOYMENT TRENDS, US private sector…

Wednesday 01/10/25

In BIG PICTURE NEWS, the US heads towards government shutdown, Trump continues to take revenge, Tusk talks about tax rises, the UK pays the highest electricity prices in the world and Ovo Energy's future is in doubt. In BUSINESS &…

Tuesday 30/09/25

In BIG PICTURE NEWS, Netanyahu backs Trump's Gaza plan, the US government heads for a shutdown, Trump continues to stir things and Starmer braces us for impact. In TECH NEWS, EA goes private, Alibaba rises in AI, ChatGPT answers criticism…

Monday 29/09/25

In BIG PICTURE NEWS, Denmark bans civil drones, Spain stands out and Reeves gets a warning. In BUSINESS, EMPLOYMENT & CONSUMER TRENDS, the EU gets worried about more tariffs, job vacancies fall, beef prices rise, petrol stations make big profits…

Friday 26/09/25

In BIG PICTURE NEWS, Denmark sees more drones, Microsoft cuts services to Israeli military, the US Q2 growth rate gets an upward revision, Trump hits pharma amid more courtroom drama, Saudi Arabia freezes rents, Starmer wants IDs and BP is…

Thursday 25/09/25

In BIG PICTURE NEWS, European defence companies get a boost, Xi Jinping announces climate goals, Russia increases VAT and Iberdrola looks to put big money in the UK and US. In TECH & MEDIA NEWS, Apple pushes the EU, the…

Wednesday 24/09/25

In BIG PICTURE NEWS, Denmark suffer a drone attack, Trump changes his tune on Ukraine whilst also slagging off his allies and threatening ABC, JPow tries to keep us guessing, there's more UK gloom, crypto hoarders try some moves and…

Tuesday 23/09/25

In BIG PICTURE NEWS, Trump does the MAHA agenda, the UK wants to take advantage of the H-1B chaos, Reeves is urged to break promises, European sugar groups suffer, crypto weakens and Orsted gets a win. In TECH & MEDIA…

Monday 22/09/25

In BIG PICTURE NEWS, Palestine gains recognition, Trump causes chaos, the Pentagon restricts access, US firms examine socials, Arnault complains, the UK government approves another runway, Starmer looks at IDs and Miliband could do a major U-turn. In TECH NEWS,…

Friday 19/09/25

In BIG PICTURE NEWS, we look at Trump's latest court interactions, Hyundai's call for a new visa system, the Bank of England keeping rates on hold and thoughts on the UK economy. In INVESTMENT & IPO NEWS, Cathie Wood and…

Thursday 18/09/25

In BIG PICTURE NEWS, the Fed cuts interest rates, UK inflation remains unchanged, we considers the state visit deals and changes to regulation. In TECH NEWS, China bans Nvidia AI chips, Zuck launches new smartglasses and China pushes ahead with…

Wednesday 17/09/25

In BIG PICTURE NEWS, we look at the ongoing results of Trump pressure, the deals being announced at the state visit and reaction to Budget gloom. In TECH & MEDIA NEWS, TikTok's US app is to continue using the Chinese…

Tuesday 16/09/25

In BIG PICTURE NEWS, corporate shackles look like they'll loosen, Cook gets to stay at the Fed for now, a TikTok deal is close and we consider the US-UK nuclear deal, which tax changes Reeves should make and why British…

Monday 15/09/25

In BIG PICTURE NEWS, Russia dabbles with Romania this time but gets internet outages, China's retail sales and factory output slow, Starmer's on the clock and we see some positive developments in UK nuclear. In BUSINESS, EMPLOYMENT & CONSUMER TRENDS,…

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…