Watson's Daily

Tuesday 20/05/25

In BIG PICTURE NEWS, Trump walks away from Ukraine, US borrowing costs climb, Eurozone forecasts take a pasting, we look at the EU-UK reset and Trump's U-turn on wind. In TECH NEWS, Microsoft offers xAI to cloud customers, UBS uses…

Monday 19/05/25

In BIG PICTURE NEWS, the US gets downgraded, the pendulum swings away from the populists in Europe and the EU-UK negotiations intensify. In FINANCIALS NEWS, SPAC deals rise again, BNPL faces regulation and Legal & General buys a real estate…

Friday 16/05/25

In BIG PICTURE NEWS, Trump considers more clampdowns, the US Supreme Court decides whether it can hit back, EU jostles ahead of UK summit, we see surprise growth, oil prices fall and solar "kill switches" are discovered. In RETAIL &…

Wednesday 14/05/25

In BIG PICTURE NEWS, the S&P recoups losses, we look at the latest on tariffs, Trump's deals in the Middle East, his ongoing war against Harvard, weakening US inflation and an imminent civil service jobs exodus. In IPO & M&A…

Tuesday 13/05/25

In BIG PICTURE NEWS, we look at wars, the impact of the new US-China tariffs, Trump's trip to the Gulf, Starmer's investment and migration policies and Opec's frustration. In AI NEWS, Saudi Arabia launches Humain, Perplexity raises money and British…

Monday 12/05/25

In BIG PICTURE NEWS,we look at war, trade, more Trump, CATL's money raising, Miliband's efforts to save net zero and Saudi Aramco's woes. In CONSUMER & EMPLOYMENT NEWS, consumers face higher beef prices, have a streaming rethink and there's a…

Friday 09/05/25

In BIG PICTURE NEWS, the US signs a trade deal with the UK, the Bank of England cuts interest rates, Trump proposes income taxes on the wealthy and we see energy headaches. In FINANCIALS NEWS,Coinbase buys Deribit, BlackRock gets feisty,…

Thursday 08/05/25

In BIG PICTURE NEWS, the Fed keeps rates on hold, tensions continue to rise between India and Pakistan, defence focus shifts and we look at developments in renewables. In CONSUMER & LEISURE NEWS,mortgage lending rules are about to change, Trump's…

Wednesday 07/05/25

In BIG PICTURE NEWS, India attacks Pakistan, trade talks abound, Germany's Merz has a shocker, European companies highlights tariff issues and Melania's memecoin makes some a lot of money. In M&A NEWS, DoorDash makes a proper bid for Deliveroo and…

Tuesday 06/05/25

In BIG PICTURE NEWS, Trump targets the film industry and Harvard, tariffs have further consequences, crypto goes to America and the oil price languishes. In CONSUMER, EMPLOYMENT & BIZ TRENDS, UK consumer confidence hits a low, Britons flock to the…

Friday 02/05/25

In BIG PICTURE NEWS,we see danger in India and Pakistan, Canada's next move, UK interest rate prospects and tariff impact whilst also considering Trump things and Musk things. In RETAIL & LEISURE NEWS, Amazon warns, e-tailers brace for the end…

Thursday 01/05/25

In BIG PICTURE NEWS, the US and Ukraine sign a deal and the EU formulates a "plan B", while the US economy shrinks, Carney prepares to meet Trump, Sanchez faces pressure on the blackouts, Chinese buy gold and UK business…

Wednesday 30/04/25

In MACRO & OIL NEWS, we consider Carney's victory, Germany's improved mood and Elliott's bet on BP. In TARIFF NEWS, we look at the tariff effects on China and automotive, retail, consumer goods and pharma companies. In ON THE HIGH…

Tuesday 29/04/25

In BIG PICTURE NEWS, We look back at Trump's first 100 days and see how it's inspired Carney's victory, the UK and Europe's new trade partnership and renewed interest in UK universities while Spain has a major blackout. In TECH…

Monday 28/04/25

In BIG PICTURE NEWS, Trump puts Putin under pressure, more tariff repercussions emerge, Vestas warns about global climate goals, the UK's growth forecast slows and the Swiss franc booms. In BUSINESS TRENDS NEWS, brands target AI chatbots and we look…

Friday 25/04/25

In BIG PICTURE NEWS, Trump makes overtures to Putin, China tells US to cancel its unilateral tariffs, consequences abound and the UK gets closer to a youth visa deal. In AUTOMOTIVE NEWS, Tesla faces an uphill battle, the US is…

Thursday 24/04/25

In BIG PICTURE NEWS, there's turmoil at the top, weaker oil prices and a Trump memecoin surge. In AUTOMOTIVE NEWS,it sounds like there's good news for carmakers and we see that Musk's Tesla return might not be as good as…

Wednesday 23/04/25

In BIG PICTURE NEWS, we've got big statements, tariff chat and oil developments. In AUTOMOTIVE NEWS, Tesla's gloom worsens while Musk looks likely to shift attention. In EMPLOYMENT NEWS, UK manufacturers sound a warning, British Steel stops redundancy plans and…

Tuesday 22/04/25

In BIG PICTURE NEWS, we consider reaction and retaliation to Trump's tariff regime, Harvard's push-back and fleeing Americans. In HEAVY INDUSTRY NEWS, CATL breaks BYD's EV battery charging record, Britain is to boost explosives production and the UK faces a…

Thursday 17/04/25

In BIG PICTURE NEWS, we see the latest on tariffs, what Trump is getting up to, changing behaviours, falling UK inflation, gold highs and dollar lows and the move away from US stocks. In CONSUMER TRENDS & EMPLOYMENT NEWS, US…

Wednesday 16/04/25

In TARIFF & MACRO NEWS, we look at the latest tariff reactions, US inflation drops, conspiracy theories abound, Russia goes on a nationalism spree, there's gloom in the UK, US shalers brace themselves and Aussie miners benefit. In RETAIL NEWS,…

Tuesday 15/04/25

In BIG PICTURE NEWS, we see bank bosses crossing their fingers, the latest Trump actions, China's defiance, self-preservation measures and tricky times for the UK. In TECH NEWS, Meta gets the FTC treatment, the Silicon Six face tax allegations, Nvidia…

Monday 14/04/25

In TARIFF NEWS, we look at drama over the weekend. In TARIFF REACTIONS, we see how governments, industries and individuals are reacting. In NON-TARIFF NEWS, Polestar's boss has a moan and there's repositioning going on with North Sea oil and…

Friday 11/04/25

In TARIFF & MACRO NEWS, we look at the latest tariff reactions, US inflation drops, conspiracy theories abound, Russia goes on a nationalism spree, there's gloom in the UK, US shalers brace themselves and Aussie miners benefit. In RETAIL NEWS,…

Thursday 10/04/25

In TARIFF & MACRO NEWS, Trump makes a massive U-turn but the tariffs still cause panic while Germany strikes a coalition deal and the oil price dips below $60. In TECH NEWS, Apple's in a quandary, Starlink has Canada problems…

Wednesday 09/04/25

In TARIFF & MACRO NEWS, we look at more tariff reactions and impact, interesting allegations in Ukraine, Trump easing up on crypto enforcement and revoking of more oil licences. In AUTOMOTIVE NEWS, South Korea announces emergency support for its makers,…

Tuesday 08/04/25

In BIG PICTURE NEWS, we look at tariff impact and reactions. In MACRO NEWS, Trump announces talks with Iran, the ECB is expected to cut rates, Starmer reacts, gold and oil weaken, Arctic sea ice hits a low and clean…

Monday 07/04/25

In BIG PICTURE NEWS, we look at the impact of tariffs so far, Le Pen's defiance and the UK government's moves to scrap quangos. In FINANCIALS NEWS, investors try to get their money out of private equity, the government looks…

Friday 04/04/25

In TARIFF NEWS, we consider the reaction, implications and opportunities regarding Trump's tariff bombshell. In MACRO NEWS, Trump fires national security officials, China gets downgraded, South Korea's president is removed, efforts continue for a Ukraine peace force and Hungary leaves…

Thursday 03/04/25

In BIG PICTURE NEWS, we look at the impact of Liberation Day, Musk wobbles, the UK's latest defence plans, commodity trader expansion and Circle's decision to float. In TECH NEWS, Samsung looks to China, Amazon takes on Starlink, Nintendo announces…

Wednesday 02/04/25

In BIG PICTURE NEWS, we consider the latest in war and defence, Trump/Musk influence and tariff trepidation. In CONSUMER-RELATED NEWS, Americans stop buying eggs and UK consumers face headwinds. In MISCELLANEOUS NEWS, China's AI advance brings on the pressure, Chinese…

Tuesday 01/04/25

In BIG PICTURE NEWS, markets get nervous ahead of "Liberation Day", there's more reaction to Trump's policies, Milei makes progress and we consider the Le Pen bombshell. In CONSUMER & RETAIL NEWS, Britons brace for higher bills, bank protection looks…

Monday 31/03/25

In BIG PICTURE NEWS, we look at the latest Trump threats and Musk moves. In DEFENCE & INVESTMENT NEWS, Hegseth talks about a base in Japan and we see which minerals are seeing more demand while European defence spending changes,…

Friday 28/03/25

In BIG PICTURE NEWS, we look at the latest on Ukraine, Trump's attacks on law firms, China trade moves, Arctic moves, Carney's thoughts on US relations and an election is called in Australia. In CAR TARIFF NEWS, Trump's tariffs cause…

Thursday 27/03/25

In BIG PICTURE NEWS, we look at the latest developments in wars, defence spending, tariffs, the Spring Statement and Fidelity's stablecoin plans. In FINANCIALS NEWS, Jefferies implies disappointment ahead and HSBC gets brutal. In MISCELLANEOUS NEWS, CoreWeave's skeletons get outed,…

Wednesday 26/03/25

In BIG PICTURE NEWS, the US proposes a new minerals deal with Ukraine and adds more Chinese entities to its blacklist, Moody's warns about tariff repercussions, US consumers get worried, Trump's attack on the law continues and there's jockeying ahead…

Tuesday 25/03/25

In BIG PICTURE NEWS, Trump pushes more tariffs, top US officials leak classified details, wealthy Americans park their money in Swiss banks, top US law firms brace for impact and UK private sector growth hits a high. In FINANCIALS NEWS,…

Monday 24/03/25

In BIG PICTURE NEWS, we look at the latest in Ukraine, Spain and Turkey, the UK braces for Reeves's onslaught and OJ prices drop. In TRUMP/MUSK REACTIONS, exceptionalism falters, Paul Weiss does a deal to survive as the rule of…

Friday 21/03/25

In BIG PICTURE NEWS, we look at more Ukraine developments, a shocking discovery in Mexico, an election date for Canada and Erdogan getting aggressive while the Bank of England does nothing, global markets freak out and retail investors pile in.…

Thursday 20/03/25

In BIG PICTURE NEWS, we get the latest on Ukraine and defence, the Fed cuts US growth forecasts and Reeves promises not to raise taxes. In TECH NEWS, the EU sets up a fight with US Big Tech, Nvida commits…

Wednesday 19/03/25

In BIG PICTURE NEWS, there's progress on Ukraine, Germany approves the spending plan, US markets weaken further, Japan holds interest rates and Reeves looks likely to cut public spending. In TECH & MEDIA NEWS, JX Advanced Metals makes a moment,…

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…