Monday 24/06/24

In MACRO & ENVIRONMENTAL NEWS, the French trust Le Pen more than Macron on the economy, the UK could use Macron's predicament to strengthen its cause, NHS promises look largely meaningless, French instability pushes the pound up and there's a response to rising fears of a "greenlash". In TECH NEWS, the US pushes for more China tech restrictions, TikTok advertisers brace for a ban, X gets a shake-up, Apple delays the roll-out of AI features in the EU, Apple and Meta talk about an AI tie-up and Baader launches an "AI-enhanced" ETF. In MISCELLANEOUS NEWS, China agrees to talks with EU on EV tariffs, van drivers still prefer diesel, first-time buyers face higher mortgage repayments, the UK jobs market stays flat and Prudential announces a jumbo share buy-back. AND FINALLY, I bring you an unusually skilled golfer...


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