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 STREET, Ikea's set to open on Oxford Street, Starbucks feels the pinch and Greggs' ambitions are set high. In MISCELLANEOUS NEWS, Samsung beats expectations, Spotify adds subscribers, UPS slashes headcount and A&O Shearman is one year post-merger. AND FINALLY I bring you the right way to make bruschetta (from Italians)...
A look back at the news from the week commencing Tuesday 22nd April 2025...
Thoughts for the week ending April 25th 2025...
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