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...
M&A and Thomas Cook
Comcast/Sky and UK car sales…
The weekly roundup…
Tesco/Jack’s, Cannabis stocks
What if Amazon split? Sky/Netflix get-together
More on US vs China, Coca Cola and cannabis…
US vs China trade tariffs, Debenhams’ shocker
Tesla’s dilemma and what your car’s saying…
Turkey shocker and Tencent
More Turkish currency fallout and US/UK retailers
Turkish lira contagion and India’s tech future
Oil developments and UK spending trends
More Tesla and Samsung’s mahoosive investment
Tesla going private? ITV mobile streaming deal…
US vs Iran and a Deutsche/Commerz combo?
Chinese household debt and big UK accountancy change
The weekly roundup
House of Fraser’s nightmare and Tesla relief
Zara’s innovation and Samsung’s results
Nintendo’s Switcheroo and GE’s latest disposal
Consumer taxes and Ladbrokes’ big deal
Facebook disappointment and the outlook for UK retailing
Trade wars and Vauxhall’s resurgence
China Tower and Tesco’s new discount format
The redemption of ZTE and Netflix disappointment.
China slow down and the growth potential of virtual reality.
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