Watson's Daily

Tuesday 18/03/25

In BIG PICTURE NEWS, we look at the latest on wars, defence, trade and the UK's regulator crackdown. In AUTOMOTIVE NEWS, BYD hits a new high and Audi cuts jobs. In MISCELLANEOUS NEWS, Alphabet eyes Wiz for $30bn, Ikea is…

Monday 17/03/25

In BIG PICTURE NEWS, Trump says he'll talk to Putin, China announces a rut-busting plan, gloom hangs over the UK, green energy stocks come down to earth and gold breaks $3k. In BUSINESS, CONSUMER & EMPLOYMENT TRENDS, Saudi Arabia cracks…

Friday 14/03/25

In BIG PICTURE NEWS, Putin digs his heels in, Trump makes more tariff threats and Starmer abolishes NHS England. In RETAIL NEWS, Dollar General aims high and John Lewis refuses to pay a bonus. In MISCELLANEOUS NEWS, China presents big…

Thursday 13/03/25

In BIG PICTURE NEWS, we look at the latest developments in Ukraine, tariffs and DOGE failure. In TECH NEWS, Big Tech supports boost in nuke capacity, new AI models are launched and Scopely buys Pokémon Go. In RETAIL & CONSUMER…

Wednesday 12/03/25

In BIG PICTURE NEWS, we look at the latest on Ukraine, tariffs and downsizing. In MUSK NEWS, we look at the effect of Musk's antics on his companies. In AUTOMOTIVE NEWS, VW pushed on with US hopes and considers building…

Tuesday 11/03/25

In BIG PICTURE NEWS, we look at the latest in war, tariffs and Trump/Musk push-back. In RETAIL, CONSUMER & EMPLOYMENT TRENDS, Valentine's provides welcome respite, steak prices soar and there are fewer job cuts. In MISCELLANEOUS NEWS, Novo Nordisk slides,…

Monday 10/03/25

In BIG PICTURE NEWS, Ukraine will try to engage with the US again, we look at the latest moves from Trump'n Musk, Canada gets a new PM, the UK doubles down on growth, crypto prices fall (but Trump profited) and…

Friday 07/03/25

In BIG PICTURE NEWS, we look at the latest developments with Ukraine and defence, the US shifts on Canada-Mexico tariffs, Trump reins in Doge and pulls out of a global climate finance coalition, the ECB cuts rates, Germany reawakens, BP…

Thursday 06/03/25

In BIG PICTURE NEWS, China gets feisty, we catch up on the latest on wars, tariffs and the oil price. In BUSINESS & EMPLOYMENT TRENDS, UK businesses brace for a "challenging year" and cut jobs. In MISCELLANEOUS NEWS, Adidas cuts…

Wednesday 05/03/25

In BIG PICTURE NEWS, we look at the latest on wars and tariffs. In BUSINESS, EMPLOYMENT AND CONSUMER TRENDS, Trump prepares to bolster US shipbuilders, Britain braces for cheap Chinese cars, Doge marches on, UK worker protections are set to…

Tuesday 04/03/25

In BIG PICTURE NEWS, Trump confirms tariffs and keeps the pressure on Zelenskyy while Europe moves to support Ukraine, we take a closer look at crypto and see oil prices fall while gas prices rise. In CONSUMER & RETAIL NEWS,…

Monday 03/03/25

In BIG PICTURE NEWS, UK and France push for a Ukraine peace deal, a Putin ally pushes for a Nord Stream 2 restart, Israel stops aid to Gaza and we look at tariff complications while crypto sky rockets. In CONSUMER…

Friday 28/02/25

In BIG PICTURE NEWS, progress is made on Ukraine, there's more Trump tariff talk and a surprise bromance with Starmer, markets get nervous and BP's chief talks a good game. In TECH & MEDIA NEWS, OpenAI reveals GPT-4.5, Indonesia relents…

Thursday 27/02/25

In BIG PICTURE NEWS, Trump threatens EU tariffs and cancel's Chevron's Venezuela licence, BP continues to double-down on fossil fuels and bitcoin's losing streak continues. In TECH NEWS, Nvidia booms and DeepSeek spreads across China. In RETAIL NEWS, Amazon reveals…

Wednesday 26/02/25

In BIG PICTURE NEWS, the US decides to cut taxes, Ukraine agrees a mineral deal, Trump announces a "gold card" visa, US stocks weaken, the UK switches up on defence spending, farmers voice concern, we look to the Spring Statement,…

Tuesday 25/02/25

In BIG PICTURE NEWS, the Ukraine conversation continues, we consider Germany in the aftermath of the election and DR Congo stops exports. In EMPLOYMENT & BIZ NEWS, Apple talks a big game, Starbucks makes cuts and Vietnam could be in…

Monday 24/02/25

In BIG PICTURE NEWS, Zelenskyy makes an offer, Germany's election winner makes a promise, the UK relaunches trade talks with India, Trump torpedoes the US wind power industry, a crypto exchange gets hacked and crypto companies increase sports spending. In…

Friday 21/02/25

In BIG PICTURE NEWS, the Ukraine war rhetoric continues, the Fed gets cautious about cuts and UK inflation rises. In TECH NEWS, Microsoft makes a quantum leap, Google builds an AI "co-scientist" and Lenovo sees profits double. In MINING NEWS,…

Thursday 20/02/25

In BIG PICTURE NEWS, the Ukraine war rhetoric continues, the Fed gets cautious about cuts and UK inflation rises. In TECH NEWS, Microsoft makes a quantum leap, Google builds an AI "co-scientist" and Lenovo sees profits double. In MINING NEWS,…

Wednesday 19/02/25

In BIG PICTURE NEWS, Trump and Russia decide Ukraine's fate, tariff chat continues, Reeves launches a regulator audit and it's groundhog day for European gas. In BUSINESS, EMPLOYMENT & CONSUMER TRENDS, European defence companies have to step up, the UK's…

Tuesday 18/02/25

In BIG PICTURE NEWS, we look at the Ukraine war ructions, Milei's memecoin mis-step, Australia's interest rate cut, the abandoning of ESG and Supreme Court judges rejecting Reeves's motor finance approach. In AUTOMOTIVE NEWS, Tesla's going to have to wait…

Monday 17/02/25

In BIG PICTURE NEWS, Trump causes more panic, China gears up for more tariffs, Japan's economy expands, Reeves faces some unpleasant choices, cocoa stockpiles fall and we look at the latest in green tech. In EMPLOYMENT & CONSUMER-RELATED NEWS, UK…

Friday 14/02/25 💘

In BIG PICTURE NEWS, we look at Trump on wars, Trump on tariffs, Trump and Musk taking on agencies, surprise growth for the UK, gold's boom and Elliott on BP. In MUSK BUSINESS NEWS, we consider how Musk's businesses will…

Thursday 13/02/25

In BIG PICTURE NEWS, Trump moves to end the Ukraine war, US inflation rises, China keeps building coal-fired power plants and Chevron plans to axe up to 20% of its workforce. In TECH & MEDIA NEWS, PE-backed data centres power…

Wednesday 12/02/25

In BIG PICTURE NEWS, Canada, Mexico, the EU and the UK react to tariff threats. In BUSINESS, EMPLOYMENT AND CONSUMER-RELATED NEWS, UK chief execs get bullish, DEI dies, Kering sales crater, Costa Coffee disappoints, Tui weakens and Santander launches a…

Tuesday 11/02/25

In BIG PICTURE NEWS, Trump warns Hamas, green-lights bribery and threatens all steel and aluminium imports while Starmer faces water issues, English council mergers have consequences, Elliott gets involved in BP and gas prices hit a two-year high. In TECH…

Monday 10/02/25

In MACRO NEWS, Trump announces cuts in defence spending and more tariffs while China fights back and sees inflation accelerate as European companies are in a tizzy. In TECH NEWS, Project Kuiper gets one over on Starlink, Musk bats away…

Friday 07/02/25

In MACRO NEWS, the Trump/Gaza drama continues, the president turns his attention to private equity firms, DOGE continues to stir things up, the Bank of England cuts interest rates and the FTSE100 hits a new high. In AUTOMOTIVE NEWS, Tesla…

Thursday 06/02/25

In BIG PICTURE NEWS, the world reacts to Trump's ideas on Gaza, the tariff kerfuffle continues, more green investments take a hike and Starmer moves to ease nuclear power's path. In TECH NEWS, Google gets darker, Qualcomm and Arm get…

Wednesday 05/02/25

In MACRO NEWS, we consider Trump's Gaza Strip takeover, repercussions from his tax regime, China's response and Britain's slide. In TECH NEWS, Alphabet's wobble, Microsoft's naughtiness and Spotify's first annual profit. In MISCELLANEOUS NEWS, we look at the latest developments…

Tuesday 04/02/25

In MACRO & CRYPTO NEWS, Trump relents on the tariff threats while countries react, Eurozone inflation rises, Starmer tries to reset EU relations and crypto prices slide. In TECH NEWS, we look at the Chinese AI players, Anthropic's big development,…

Monday 03/02/25

In MACRO, OIL & ENERGY NEWS, we look at Trump's tariffs, the reaction to them and their impact - as well as thoughts on oil demand and green aviation fuels while China makes major progress in nuclear fusion. In OTHER…

Friday 31/01/25

In BIG PICTURE NEWS, US GDP growth underwhelms, Elliott warns about a crypto bubble, Trump dishes out the blame, China builds a wartime command centre, the ECB cuts interest rates, UK biz confidence drops and gold hits a high. In…

Thursday 30/01/25

In MACRO NEWS, the Fed keeps rates unchanged, Trump reacts, Reeves pushes the third runway and the Bank of England warns about the repercussions of mortgage limits. In TECH NEWS, we see more reaction to DeepSeek, chips recover, Microsoft has…

Wednesday 29/01/25

In MACRO NEWS, countries respond to Trump, Google bows to Trump and a new UK nuclear power station will go online in 2035. In TECH NEWS, the dust starts to settle after the DeepSeek shock, Nvidia still remains a viable…

Tuesday 28/01/25

In MACRO NEWS, China's manufacturing output drops, the EU renews Russia sanctions, Germany takes in more Russian LNG, Lithuania and Estonia aim for Donald's 5%, UK shop prices fall and we're on track to miss clean power targets. In DEEPSEEK…

Monday 27/01/25

In TRUMP-EFFECT NEWS, we see how Trump's latest outbursts are reverberating around the world. In REEVES-EFFECT NEWS, we look at the chancellor's push for growth and the repercussions of her policies so far. In RETAIL & CONSUMER TRENDS, supermarkets try…

Friday 24/01/25

In MACRO NEWS, Trump turns the screws, China looks like ending coal, Japan raises interest rates and we look at a few of the happenings in Davos. In CONSUMER & RETAIL NEWS,consumer confidence hits a low but there's good news…

Thursday 23/01/25

In BIG PICTURE NEWS, Trump gives Putin an ultimatum, US stocks gain, China tries to boost stocks, Goldman bets on a UK rate cut frenzy and Reeves gets feistier while cocoa prices skyrocket, crypto execs fret and energy changes. In…

Wednesday 22/01/25

In MACRO NEWS, the Trump effect continues and the UK government faces employment issues. In BUSINESS & CONSUMER TRENDS, Monzo leans stateside, German EV sales plummet, Waterstones booms, Premier Foods has a decent Christmas and Marston's says cheers. In TECH…

Tuesday 21/01/25

In TRUMP NEWS, we look at what he said, what he did and what the impact was of his inauguration. In UK NEWS, Reeves approved looser limits on mortgage lending and backed a third Heathrow runway, hospitality and retail face…

Monday 20/01/25

In BIG PICTURE NEWS, Trump makes a splash, UK ministers look at compromises on the workers' rights bill and the sluggish job market points to recession. In BUSINESS & CONSUMER TRENDS, UK growth slows, pressure builds for rate cuts, Battersea…

Friday 17/01/25

In BIG PICTURE NEWS, we take a look at the implications of a ceasefire, China magically hits its growth target, the UK's growth rate surprises, UK goods exports hit lows, English councils face an audit fee hike, pension funds get…

Thursday 16/01/25

In MACRO & ENERGY NEWS, there's a Gaza ceasefire, global leaders warn of conflict risk, US inflation rises, Germany's economy shrinks, UK inflation falls and we look at the latest on SMRs and nuclear fusion in the UK. In CONSUMER…

Wednesday 15/01/25

In MACRO NEWS, South Korea's president is arrested, the new French PM opens up, Reeves doesn't discount an emergency Budget and the UK economy veers towards stagflation. In TECH NEWS, the EU and UK watchdogs consider tech probes, OpenAI makes…

Tuesday 14/01/25

In BIG PICTURE NEWS, the US imposes more export controls, AI is set to power demand for new US gas power plants, Mexico promises, Spain suggests a 100% tax, Germany faces a meat and dairy ban and Woking seeks forgiveness.…

Monday 13/01/25

In MACRO NEWS, we look at California wild fires and Trump's impact before even reaching office. In RETAIL, CONSUMER & LEISURE NEWS, Walmart reins in climate commitments, Nike does discounts and Soho House looks to go private. In TECH NEWS,…

Friday 20/12/24

In BIG PICTURE NEWS, the Bank of England leaves interest rates unchanged, central bankers are in a quandary, Trump sticks his oar in, hedge funds cash in on crypto, Aim companies are likely targets and we see that the LSE…

Thursday 19/12/24

In MACRO & ENERGY NEWS, the Fed cuts rates, China concerns increase, Japan leaves rates unchanged, UK inflation rises while its factories suffer, Sam Altman's nuke start-up gets some AI love, energy firms get a grid boost and electricity prices…

Wednesday 18/12/24

In BIG PICTURE NEWS, everyone bends the knee to Donald, Musk attacks F-35s, US retail sales increase and we look at Brexit impact, wage increases and Poland auctioning butter. In AUTOMOTIVE NEWS, Nissan and Honda consider a merger, Huawei makes…

Tuesday 17/12/24

In BIG PICTURE NEWS, Lagarde hints at more cuts, Scholz loses the confidence vote, the EU takes us to court, UK private sector hiring drops, Argentina's economy exits recession and bitcoin hits new highs. In TECH NEWS, TikTok meets Trump,…

Monday 16/12/24

In BIG PICTURE NEWS, China retail sales growth slips, ructions continue in South Korea, the LSE sees the biggest exodus since the financial crisis, LNG freight rates collapse, Britain joins the CPTPP and UK-India trade booms while UK manufacturing confidence…

Friday 13/12/24

In MACRO NEWS, the ECB cuts interest rates, Spain faces a budget battle and the UK labour force survey failure continues to have repercussions. In TECH & MEDIA NEWS, AI content-scraping rules continue to cause friction, Broadcom booms, Google plants…

Thursday 12/12/24

In MACRO NEWS, US inflation rises, South Korea's president remains defiant, Starmer is to hold talks with the EU on defence, a big civil service cut is imminent and business leaders warn Reeves. In PROPERTY NEWS, housebuilding still faces hurdles,…