Watson's Daily

Wednesday 23/06/21

In MACRO & CRYPTO NEWS, Bermuda pushes back on global tax, the UK's economic rebound is better than expected, British industrial output hits new highs, Bitcoin's plunge continues and Monero is fast becoming the criminals' cryptocurrency of choice. In CONSUMER…

Tuesday 22/06/21

In MACRO & BITCOIN NEWS, the Eurozone recovers, Macron suffers and crypto falls. In M&A AND IPO NEWS, Legal & General rejects the Morrisons offer, PE firms continue sniffing around, Axiata and Telenor merge, tractors collide and Soho House has…

Monday 21/06/21

In MACRO & CRYPTO NEWS, UK inflation concerns grow, UK output increases and China cracks down again on Bitcoin. In CONSUMER TRENDS NEWS, timber prices fall and UK house prices lost momentum. In EMPLOYMENT NEWS, McDonalds announces a UK hiring…

Friday 18/06/21

In MACRO, TRADE & CURRENCY NEWS, the US economy drives global inflation, UK output accelerates but food and drink exports fall to the EU and the rising numbers of crypto owners spark concerns. In M&A AND IPO NEWS, JPMorgan Chase…

Thursday 17/06/21

In MACROECONOMIC & VACCINE NEWS, the Fed signals an earlier-than-expected rate rise, UK inflation overshoots target and CureVac has some disappointing news. In M&A AND IPO NEWS,Sony Music buys into podcasts, Addison Lee hoovers up ComCab and made.com's IPO flops.…

Wednesday 16/06/21

In MACRO & EMPLOYMENT TRENDS, US producer prices rise, Aussie beef is to come to the UK, banks vary on back-to-work and UK unemployment falls. In CORONATREND/POST-CORONATREND NEWS,music exports rise, Emirates has a nightmare, businesses lose out to the delay…

Tuesday 15/06/21

In MACRO, VACCINES, OIL & CRYPTO NEWS, lockdown gets extended (so pubs will find life harder), Novavax announced brilliant efficacy, Moderna's backer raises more money, the oil price hits new highs and Bitcoin makes a comeback while central banks plot.…

Monday 14/06/21

In MACRO, MARKET TREND & CRYPTO NEWS, there's more rumbling about the G7 tax "deal", Biden reverses the TikTok ban, Marex swerves a London listing, Clover Health loses steam and El Salvador accepts Bitcoin. In CONSUMER/RETAIL NEWS, property demand and…

Friday 11/06/21

In MACROECONOMIC & CRYPTO NEWS, US consumer prices rise rapidly, the ECB holds firm, G7 multinationals say "meh" to global corporate taxes and regulators call for a crypto clampdown. In EMPLOYMENT NEWS, Goldman Sachs wants vaccine status, UK employment gets…

Thursday 10/06/21

In MACRO, MARKET TREND & CRYPTO NEWS, there's more rumbling about the G7 tax "deal", Biden reverses the TikTok ban, Marex swerves a London listing, Clover Health loses steam and El Salvador accepts Bitcoin. In CONSUMER/RETAIL NEWS, property demand and…

Wednesday 09/06/21

In MACROECONOMIC & BITCOIN NEWS, the global economy rebounds, the US ponders lifting of travel restrictions, Bitcoin has a 'mare but is powered by dung. In CONSUMER TRENDS NEWS, UK housing continues to be red hot, BAT benefits from more…

Tuesday 08/06/21

In MACROECONOMIC & COMMODITIES NEWS, we look at the G7 tax reaction, France fining Google, China's record imports, Germany's chip hurdle, $100 a barrel oil, rising diamond prices and the BoE warning about digital currencies. In POST-CORONATREND NEWS, Uber bounces…

Monday 07/06/21

In MACROECONOMIC & COMMODITY NEWS, the G7 does a global tax deal, economic confidence strengthens and soy oil prices hit new highs. In CAR-RELATED NEWS, Tesla's Model 3 is #1, Johnson Matthey aims for the future and chip shortages could…

Friday 04/06/21

In STATE OF THE UK NEWS, businesses open, hiring booms, Britain looks to sign trade deals with Norway, Iceland, Liechtenstein and European fishermen while London rents fall, home movers overtake first timers in the property market and tax discussions commence.…

Thursday 03/06/21

In MACROECONOMIC, MARKETS & CURRENCY NEWS, the Global Corporation Tax debate continues, UK/Asia-Pacific talks are to go ahead, India's stock market strengthens, the Turkish lira tanks and Standard Chartered goes crypto. In CONSUMER/HIGH STREET/RETAIL NEWS, the US car market heats…

Wednesday 02/06/21

In MACROECONOMIC & ENERGY NEWS, manufacturing boosts the US, UK and Eurozone, Eurozone inflation exceeds target, Brazil's GDP returns to pre-pandemic levels, oil prices rise despite production increase pledges, BP buys into solar but China buys into coal. In CORONTREND…

Tuesday 01/06/21

In MACRO & MARKETS NEWS, China allows three kids, Germany's inflation rate hits new highs, Sweden edges towards normality, the OECD gets bullish on the UK's prospects while productivity rises, the inflation debate rages on and US IPO excitement loses…

Friday 28/05/21

In MACROECONOMIC NEWS, a new global corporate tax approaches reality. In CAR-RELATED NEWS, GM restarts production, Tesla sources chips and Johnson Matthey benefits from rising car sales. In RECOVERY TRENDS, the UK faces a shortage of workers, diners rush out,…

Thursday 27/05/21

In OIL, VACCINES & BITCOIN NEWS, the environment wins against Big Oil, vaccine makers push back on the patent waiver and Iran bans Bitcoin mining. In CAR-RELATED NEWS, UK production increases and Nissan ponders a UK gigafactory. In CONSUMER &…

Wednesday 26/05/21

In TECH NEWS, we see the takeaways from Epic/Apple, Amazon announces more content - and gets taken to court - as Huawei releases its Android alternative and TikTok's rival Kuaishou suffers. In CONSUMER-RELATED NEWS, it seems that we are spending…

Tuesday 25/05/21

In MACROECONOMIC NEWS, the Treasury digs its heels in vs Biden, the BoE ponders inflation and HSBC dismisses Bitcoin. In CONSUMER NEWS, pubs, restaurants and cinemas experience reopening success. In M&A NEWS, Cabot and Cimarex announce a merger and Amazon…

Monday 24/05/21

In MACRO, TRADE & COMMODITIES NEWS, Sunak feels the pressure, Aussie wine has UK hopes, commodities get a slap from China and the UK building boom faces hiccups. In CONSUMER & CORONATRENDS NEWS, the UK housing market roars ahead, second…

Friday 21/05/21

In MACRO, TRADE & CRYPTO NEWS, Eurozone producer prices rise, UK factory output bounces, consumer confidence rises, Aussie beef aims for the UK and crypto continues to intrigue. In PROPERTY NEWS, WeWork loses big and UK house prices keep going…

Thursday 20/05/21

In MACRO & CRYPTO NEWS, UK inflation, houses prices and pay are all up, but Bitcoin has a rough one. In TRAVEL-RELATED NEWS, the US travel boom is already here, the EU considers opening up to vaccinated tourists, Ryanair agitates…

Wednesday 19/05/21

In MACRO, VACCINE & CRYPTO/CURRENCY NEWS, the Eurozone bounces back, the US and UK close in on inflation concerns, employment rises but there are shortages and there are coronavirus-related developments in India and Denmark while the pound strengthens and Bitcoin…

Tuesday 18/05/21

In MACRO & VACCINE NEWS, China falters, Japan takes a Covid hit, the UK is cautious on variants and GSK tries to catch up. In CORONATRENDS NEWS, Godiva gets a boost, homebuyers power Vistry and we see that WFH wasn't…

Monday 17/05/21

In ECONOMIC REOPENING NEWS, Europe makes advances, the UK's railways faces major changes and there's a surge in hiring. In UK REAL ESTATE NEWS, Office revamps trump new builds and buy-to-let takes a hit. In MISCELLANEOUS NEWS, AT&T creates a…

Friday 14/05/21

In MARKETS, MACRO, OIL & BITCOIN NEWS, global markets rebound, the BoE's governor dismisses inflation fears, Colonial Pipeline pays the hackers and we look at Bitcoin alternatives. In JOB TRENDS NEWS, hourly workers are in short supply and fewer people…

Thursday 13/05/21

In MACRO, MARKETS, OIL & CRYPTO NEWS, China factory prices contribute to inflation fears (which hit global markets), confidence boosts share buy back plans and US petrol stations run dry while Peter Thiel backs a Coinbase rival and a Goldman…

Wednesday 12/05/21

In MACRO, MARKETS, OIL & CRYPTO NEWS, China factory prices contribute to inflation fears (which hit global markets), confidence boosts share buy back plans and US petrol stations run dry while Peter Thiel backs a Coinbase rival and a Goldman…

Tuesday 11/05/21

In MACRO, COMMODITIES & CURRENCY NEWS, China's population growth slows, iron ore is just one part of the commodities boom, a US pipeline gets attacked, renewables grow at their fastest rate and the pound strengthens. In CONSUMER/RETAIL NEWS, American consumers…

Monday 10/05/21

In VACCINES & CRYPTO NEWS, jab rollout helps the UK services sector, we are getting closer to peanut allergy relief and Dogecoin falls. In CAR-RELATED NEWS, Nio bets on battery-swapping, EVs are set to get cheaper and self-driving cars are…

Friday 07/05/21

In MACROECONOMIC NEWS, the Bank of England predicts fast growth, services bounce back and food prices rise. In RETAIL NEWS, Next and Zalando raise full-year guidance, Sainsbury's gets a John Lewis boss and Superdry turns a corner. In PROPERTY-RELATED NEWS,…

Thursday 06/05/21

In MARKETS, MACRO, VACCINE & CRYPTO NEWS, the FTSE hits new highs, Asia suffers, the US offers beer for vaccines, Biden stirs up patents and Dogecoin goes bananas. In CAR-RELATED NEWS, Tesla's about to lose millions, the UK considers stockpiling…

Wednesday 05/05/21

In MACRO, OIL & VACCINES NEWS, Yellen's US interest rate chat spooks markets, Saudi Aramco sees strong earnings and Pfizer benefits from its jab. In CAR-RELATED NEWS, there's more chip chit-chat about the chance to change chip supply chains and…

Tuesday 04/05/21

In CORONAVIRUS & CRYPTOCURRENCY NEWS, Germany aims to loosen Covid restrictions while Indian businesses call for tightening and Ethereum goes ballistic. In UK JOB MARKET NEWS, an uneven recovery continues but grads face difficulties and UK businesses brace for litigation.…

Friday 30/04/21

In MACRO & COMMODITY NEWS, the US economy rebounds, the UK is looking good, higher oil prices benefit Shell and copper prices break the $10,000 level. In RETAIL & CONSUMER NEWS, the BRC bemoans empty shops, Amazon shoots the lights…

Thursday 29/04/21

In TECH NEWS, Apple's earnings surge and Facebook ads drive sales. In FINANCIALS NEWS, Deutsche Bank announces bumper profits, Lloyds profits soar and Mifid changes are considered. In CAR-RELATED NEWS, Mini production suffers a chip hit, EV numbers will hit…

Wednesday 28/04/21

In PROPERTY NEWS, the City plans new homes, rents in the 'burbs rise and IWG talks a good game. In RETAIL NEWS, online shopping loses momentum and Waitrose deepens the relationship with Deliveroo. In CAR NEWS, Tesla's performance looks shakier…

Tuesday 27/04/21

In MACRO, BITCOIN & VACCINE NEWS, Goldman Sachs reckons the UK's growth rate will be greater than the US, Bitcoin recovers, the US plans to shares vaccine doses, the EU sues AstraZeneca and Germany's confidence is hit. In TRAVEL &…

Monday 26/04/21

In VACCINE & MARKETS NEWS, India gets supplies from abroad while markets rally. In CORONATRENDS NEWS, big banks cut business trips, US summer rental prices rise, Gousto recruits, eateries raise pay and Spotify signals a slowdown. In CONSUMER TRENDS NEWS,…

Friday 23/04/21

In CONSUMER & RETAIL NEWS, UK consumer confidence rises, social spending shoots up and luxury sales are set to strengthen. In CAR-RELATED NEWS, Hyundai profits rocket, JLR and Renault complain of prolonged chip shortages, Intel isn't too positive about a…

Thursday 22/04/21

In MACROECONOMIC NEWS, the UK looks set for big growth while inflation falls short and Draghi plans Italy's overhaul. In BOUNCEBACK NEWS, Pendragon sees growth, Pizza Express returns, Wetherspoon reopens, PureGym works out, bookshops see action and BetMGM forecasts strong…

Wednesday 21/04/21

In MARKETS & VACCINE NEWS, the FTSE drops, Johnson & Johnson's vaccine gets the OK and Avacta benefits from Covid test. In CONSUMER/RETAIL NEWS, businesses report a strong trade, UK unemployment falls, there are high hopes for luxury spending, Primark…

Tuesday 20/04/21

In TECH NEWS, Nvidia gets Nvestigated, the UK moves forwards on drones, Apple reinstates Parler, Zoom invests and Sunak looks at a digital currency. In EV-RELATED NEWS, China takes on Tesla, Musk gets involved in the Tesla crash aftermath and…

Monday 19/04/21

In MACRO, ENVIRONMENT & BITCOIN NEWS, the US and China pledge action on climate change, coal financing gets more expensive, BP vows to stop gas flaring, big investors pressure banks to stop financing carbon emitters, Lithium shortages threaten EVs and…

Friday 16/04/21

In MACRO, MARKETS & VACCINE NEWS, the US and Chinese economy strengthen and CureVac hopes to get approval by June. In FINANCIALS NEWS, BlackRock sees a surge in AUM, Bank of America sees surging profits and Peel Hunt considers an…

Thursday 15/04/21

In RETAIL & LEISURE NEWS,LVMH hits highs, Tesco counts costs and Asda axes baking while American Airlines and EasyJet get busy. In PROPERTY NEWS, British Land pursues open-air, the London skyscraper boom implies limited impact from WFH and Foxtons rakes…

Wednesday 14/04/21

In VACCINE, MACRO & CRYPTO NEWS, Johnson & Johnson delays European rollout, India does a deal with Russia and fake vaccine certificates emerge while the UK economy grows and Bitcoin hits new highs. In IPO NEWS, Coinbase's flotation approaches and…

Tuesday 13/04/21

In VACCINE-RELATED NEWS, Pfizer turns the screws on the EU, China backtracks and Apple/Google don't update. In M&A AND IPO NEWS, Microsoft buys Nuance and Veolia goes for Suez while Coinbase, PensionBee and Darktrace prepare for IPOs. In NEWS ON…

Monday 12/04/21

In MACRO, MARKETS & VACCINE NEWS, the US and UK economies look likely to take-off, EU/UK trade negotiations continue, Kwarteng makes takeover concessions and the LSE has its best Q1 for IPOs since 2007 while there are vaccine developments in…

Thursday 01/04/21

In CORONAVIRUS-RELATED NEWS, Macron extends the lockdown, the EU get feistier with jabs and teen testing goes well. In TECH NEWS, Huawei sanctions bite, Microsoft does a major US Army deal, Apple dabbles in disruption and Deliveroo falls flat. In…

Wednesday 31/03/21

In VACCINE & MACRO NEWS, Merkel and Macron crawl to Putin, Le Pen gathers pace, Suez repercussions will reverberate and the UK's economic looks towards recovery. In CONSUMER & RETAIL NEWS, we go mad for Easter eggs, the over-65s return…

Tuesday 30/03/21

In GLOBAL TRADE & VACCINE NEWS, we look at the Suez implications, Serbia's vaccine latest, Canada's AstraZeneca reticence and the possibility of certificates to go to the office. In CONSUMER NEWS, firms plan to hire, Britons pay down debt, London…