Thursday 13/04/23 In MACRO & CRYPTO NEWS, the Fed warns of mild recession, Bailey lays the ground for more interest rate rises and we look at why crypto needs to change. In FINANCIALS NEWS, the ECB and BoE talk about strengthening banks,…
Wednesday 12/04/23 In MACRO, COMMODITIES & BITCOIN NEWS, we see a gloomy IMF, Glencore upping the ante and Bitcoin breaking $30k. In TECH NEWS, Biden considers AI rules, China proposes new AI rules and SoftBank commits to a stateside IPO. In FINANCIALS…
Tuesday 11/04/23 In MACRO NEWS, China ups the ante with Taiwan and we look at the positives of the CPTPP. In BUSINESS & CONSUMER NEWS, US companies see a massive fall in profits, Europe's biggest SPAC closes, the first batch of China…
Friday 07/04/23 In MACRO NEWS, the IMF predicts gloom, China uses its grip on rare earth materials, Binance gets an Ozzie push-back and UK regulators turn their attention on finfluencers. In TECH NEWS, brands increase TikTok spending, Google cracks down on loan…
Thursday 06/04/23 In FINANCIALS NEWS, the Swiss government cuts CS bonuses, hedge funds rake it in on bank turmoil, BlackRock gets called in to manage asset disposals, a new European defence ETF launches, Vanguard looks to exit China and VC funding for…
Wednesday 04/04/23 In MACRO NEWS, sterling rises, BoE economists debate the next interest rate move, China continues to retaliate and Shell is set to get $1.2bn. In FINANCIALS NEWS, Wall Street suffers Citrix impact, Dimon blames regulators, Credit Suisse investors vent and…
Tuesday 04/04/23 In OIL NEWS, the price jumps on OPEC's production cut, we look at the reasons behind the cut and how it helps US shale while Putin pushes exports to a new high. In TECH NEWS, we compare GPT-4 and Bard,…
Monday 03/04/23 In MACRO & OIL NEWS, China retaliates, Finland's PM loses election and oil prices surge. In FINANCIALS NEWS, the Credit Suisse takeover gets investigated, financial regulators ponder the future, UK vetting rules in finance get relaxed and thousands of City…
Friday 31/03/23 In MACRO & ECONOMIC INDICATOR NEWS, the UK joins the CPTPP, Finland is cleared to join NATO, inflation falls in Spain and Germany while deal-making falls but UK business confidence rises. In BANKING NEWS, we reflect on the current crisis…
Thursday 30/03/23 In MACRO NEWS, Britain progresses towards the CPTPP, Shapps reiterates commitment to 2030, Spain tries to address pension shortfall and Erdogan tries to curry favour with lower energy bills. In FINANCIALS NEWS, UBS goes backwards to go forwards and Binance…
Wednesday 29/03/23 In MEDIA & LEISURE NEWS, UK broadcasting rules get a massive overhaul, Disney ditches the metaverse and William Hill gets a big fine. In TECH NEWS, Apple launches BNPL in the US, Twitter changes the rules, chipmakers face a dilemma…
Tuesday 28/03/23 In MACRO NEWS, Russia and China retaliate against the West, Hungary gets behind Finland's NATO application, Netanyahu delays judicial reforms, Binance is threatened with a trading ban and the Treasury shelves plans for an NFT. In TECH NEWS, the US…
Monday 27/03/23 In MACRO NEWS, Putin plans nukes in Belarus and Russia adopts China's renminbi. In BANKING NEWS, we look at the ongoing impact of the current banking crisis. In TECH NEWS, we look at the practicalities of banning TikTok in the…
Friday 24/03/23 In MACRO NEWS, the Bank of England raises interest rates. In TECH NEWS, TikTok continues to fight, Beijing gets involved and Allen & Overy plugs AI. In FINANCIALS NEWS, Block gets hammered, Cenkos and FinnCap get together and Amigo Loans…
Thursday 23/03/23 In MACRO NEWS, the US raises rates, UK inflation rises, Macron digs in and oil heads for $90. In FINANCIALS NEWS, Yellen's remarks temper relief, the Credit Suisse/UBS story rolls on, PacWest gets cash and Coinbase gets a warning. In…
Wednesday 22/03/23 In MACRO, ENERGY & BITCOIN NEWS, we see the upshot of the Xi-Putin summit, Ukraine bagging a $15.6bn IMF loan, Rolls-Royce turning the screw as energy prices fall and bitcoin's boom during banking's bust. In BANKING NEWS, Yellen wades in…
Tuesday 21/03/23 In MACRO & ENERGY NEWS, Xi Jinping meets Putin, Macron survives and a US firm offers mini-reactors. In BANKS NEWS, First Republic's deal fails to satisfy and Credit Suisse repercussions echo. In CONSUMER & CONSUMER GOODS NEWS, UK house prices…
Monday 20/03/23 In MACRO & ENERGY NEWS, Xi Jinping visits Putin, Putin visits Mariupol, Macron faces big protests and Nucleo raises money to build small nuclear reactors in the UK. In BANKS NEWS, UBS rescues Credit Suisse, First Republic limps on and…
Friday 17/03/23 In MACRO & COMMODITIES NEWS, the ECB raises rates, Macron aims to force through pension reforms, criticisms of Hunt's Budget come through, Argentina looks forward and the palm oil dispute highlights differences. In FINANCIALS NEWS, First Republic gets rescued, Credit…
Thursday 16/03/23 In MACRO NEWS, we take a look at the budget and its winners and losers. In FINANCIALS NEWS, Credit Suisse causes a massive panic, Stripe raises money and Charles Schwab limps on. In TECH NEWS, the metaverse hits actual reality,…
Wednesday 15/03/23 In MACRO NEWS, we look at who benefits from Aukus, US inflation slows, Argentina's breaks 100% (!), Hunt is set to unveil the Budget and the UK is about to remove Malaysian palm oil import tariffs . In BUSINESS, EMPLOYMENT &…
Tuesday 14/03/23 In SVB NEWS, we take another look at what happened over the weekend and the potential impact. In AUTOMOTIVE-RELATED NEWS, VW chooses Canada for its battery plant, Porsche gets a boost, Amazon and Rivian look to end exclusivity and Direct…
Monday 13/03/23 In MACRO NEWS, Xi Jinping and Rishi Sunak commit to military spending and Saudi Aramco posts record profits. In SCANDAL NEWS, we look at what went wrong with SVB and the subsequent impact. In TECH NEWS, Tim Cook has high…
Friday 10/03/23 In MACRO NEWS, Biden talks big tax rises, US-Europe friction continues and the US imposes sanctions on Chinese companies. In TECH NEWS, Apple and Foxconn move closer to more India production, ASML's ban hits Chinese companies and WANdisco falters. In…
Thursday 09/03/23 In MACRO, ENERGY & CRYPTO NEWS, Germany rejects the EU's engine ban timetable, the UK looks likely to avoid recession but growth will be meh, Cornwall could be the key to a different power source and crypto bank Silvergate winds…
Wednesday 08/03/23 In MACRO, COMMODITIES & ENERGY NEWS, Jay Powell talks bigger interest rate hikes and we look at the latest nickel news while National Grid fires up coal plants. In TECH NEWS, TikTok woes continue, Twitter faces more scrutiny, AI faces…
Who Cares About….CBDCs?? by Haamsaaveni (Hamsi) Kumar What's the story?, What's all the fuss about CBDCs? Why is it interesting?, Most of the world's central banks have their own CBDCs at various stages. So what?, CBDCs are coming but we don't know quite how or when yet!
Tuesday 07/03/23 In MACRO & MARKETS NEWS, we look at US/China/Taiwan wobbles, differences between markets and another crypto scandal. In TECH NEWS, Twitter has yet another malfunction, TikTok tries charm and Intel could be held back by the Chips Act. In CAR…
Monday 06/03/23 In MACRO NEWS, China announces its lowest GDP target for decades but could also transform Putin's fortunes. In BUSINESS TRENDS NEWS, we see that US listed tech companies continue to face challenges, that deglobalisation pushes automation, that international schools look…
Friday 03/03/23 In MACRO NEWS, we look at China's tricky position, a Russia sanction crackdown and pressure on the ECB. In TECH NEWS, ESG causes a kerfuffle, Bridgewater cuts jobs, Revolut posts its first annual profit, Vanguard gives up and Chinese banks…
Thursday 02/03/23 In MACRO & CRYPTO NEWS, the West wants the UAE to clamp down on Russia sanction-dodging, Germany's inflation jumps, hopes increase for post-Brexit financial regulation progress, the BoE hints at peak interest rates and there's more crypto drama. In FINANCIALS…
Wednesday 01/03/23 In CONSUMER & RETAIL NEWS, inflation hits, the Treasury reviews energy subsidies, Shapps extends coal-burning plant usage, Sainsbury's slims down, M&S rolls out more self-service tills, Ocado racks up losses and AO World gets a boost. In AUTOMOTIVE-RELATED NEWS, Berlin…
Tuesday 28/02/23 In MACRO NEWS, we see a new Brexit agreement and bickering over funding. In CONSUMER & RETAIL NEWS, consumers face higher bills and weaker house prices while Lidl rations salad and Primark expects higher profits. In TECH NEWS, Canada bans…
Monday 27/02/23 In MACRO & OIL NEWS, a Brexit deal is afoot, British companies get more optimistic, war drives US oil exports to Europe but frackers are only seeing limited gains. In MANUFACTURING NEWS, Adani companies lose $145bn in one month, Thales…
Friday 24/02/23 In MACRO & CRYPTO NEWS, China backtracks, Turkey cuts interest rates and SBF faces further charges. In TECH NEWS, Alibaba posts sales growth, Apple continues with China, Nvidia and WPP benefit from AI as AI replaces Web3 as the hot…
Thursday 23/02/23 In MACRO, ENERGY & COMMODITY NEWS, the Fed talks of more rate rises, Citi thinks UK inflation could breach 2% this year, Japan tries to address its falling birth rate, Eskom drama intensifies and Rio Tinto takes a hit. In…
Wednesday 22/02/23 In MACRO & OIL NEWS, US concerns about rate rises hit markets, chances of UK recession recede, Russian oil exports to China rise and Ineos moves into US oil and gas. In TECH NEWS, we look at further developments in…
Tuesday 21/02/23 In MACRO NEWS, we see contrasting views re Ukraine from the US and China. In RETAIL NEWS, M&S gets sporty, the UK runs short of salad, Morrisons cuts prices again and Tesco announces a pay rise. In TECH NEWS, Kyocera…
Monday 20/02/23 In MACRO NEWS, we look at the current developments regarding Ukraine, Ireland defending itself and how the UK's recession may be mild. In TECH NEWS, China's tech chill goes up a notch, Facebook and Instagram launch paid options and there's…
Friday 17/02/23 In MACRO, ENERGY & CRYPTO NEWS, Biden looks at "balloongate", China imposes sanctions and a Pentagon official visits Taiwan while the Bank of England's economist hints at a slowdown, Centrica rakes it in and the SEC sues Terraform. In TECH…
Thursday 16/02/23 In MACRO & MARKETS NEWS, UK inflation slows, the FTSE breaks 8,000 and Sturgeon resigns. In FINANCIALS NEWS, Barclays sees profits fall, Revolut is targeted for crypto and KPMG cuts US headcount. In TECH NEWS, Allen & Overy introduces an…
Wednesday 15/02/23 In MACRO, CRYPTO & MARKETS NEWS, US inflation eases, NATO suggests a solution for Finland and Sweden, Sunak looks at a wage deal, we look at Erdogan and his earthquake response, nuke gets green status in the UK and Binance…
Tuesday 14/02/23 💘 In MACRO, ENERGY & OIL NEWS, we look at why the eurozone may avoid recession, clean energy impact and what's next for oil producers. In AUTOMOTIVE & BATTERY NEWS, EV makers seek out cleaner batteries, Ford licences tech from CATL…
Monday 13/02/23 In MACRO & ENERGY NEWS, Taiwan talks balloons and Erdogan targets construction firms while we consider our avoidance of recession and some energy developments. In TRENDS NEWS, we look at the return to China, UK pessimism and UK pub closures…
Friday 10/02/23 In MACRO, MARKETS & ENERGY NEWS, inflation in Germany falls to a new low, the FTSE hits another high, MSCI revises Adani Group weightings, Exxon plans cost cuts, China coal use poses a dilemma and South Africa's Eskom problem persists.…
Thursday 09/02/23 In MARKETS, MACRO & OIL NEWS, US equities slide, investors pour money into China, MSCI reviews Adani Group, the FTSE100 hits an all-time high and the Istanbul stock exchange shuts while Turkey responds and Equinor reports massive profit. In TECH…
Wednesday 08/02/23 In MACRO, OIL & ENERGY NEWS, the Fed warns of more interest rate rises, Sunak breaks up the business department, Modi's opponents double-down on Adani's problems, a state of emergency is declared in Turkey, BP reins in climate goals, Serica…
Tuesday 07/02/23 In MACRO & CRYPTO NEWS, Turkey's earthquake devastates, Sunak is about to do a mini post-Zahawi reshuffle and Britcoin moves forward. In TECH NEWS, Google brings out Bard, Baidu sets an AI bot launch date, Amazon has plans for Alexa,…
Monday 06/02/23 In MACRO & CRYPTO NEWS, China gets annoyed with the US for shooting down its spy balloon and "Britcoin" progresses. In CONSUMER-RELATED NEWS, we look at house prices and mortgage lending while interest rates for savers face scrutiny and return…
Friday 03/02/23 In MACRO & OIL NEWS, the Bank of England raises interest rates and Shell makes record profits. In TECH NEWS, Qualcomm posts weaker sales, Apple and Google disappoint while Amazon reports higher sales, Meta gets real, ChatGPT hits 100 million…
Thursday 02/02/23 In MACRO & OIL NEWS, the Fed raises US interest rates and we take a closer look at the EU vs US subsidies situation, how the IMF has a history of getting forecasts wrong and a few challenges facing Shell…
Wednesday 01/02/23 In MACRO, CRYPTO & BUSINESS TRENDS NEWS, Chinese manufacturing declines, the UK goes ahead with crypto regulation and UK companies fail at a rapid rate. In STREAMING & TECH NEWS, Spotify adds new users, Universal Music looks to review the…
Tuesday 31/01/23 In MACRO NEWS, we look at interest rate trends, IMF forecasts, China's rebound, the EU's plans to relax state aid, Germany in a pickle and a downer for the UK. In EMPLOYMENT, CONSUMER & RETAIL NEWS, Big Tech gets brutal,…
Monday 30/01/23 In MACRO, ENERGY & BUSINESS TRENDS NEWS, anticipation increases ahead of the Bank of England's interest rate decision this week, power stations make record gains, Russia's war speeds up the shift to renewables and BP cuts long term forecasts while…
