A day full of surprises but most notable for how normal it felt. Earnings aplenty with the beats being rewarded and the misses penalised. Big research calls from some of our best teams. Volume in the market and some decent block crosses. A bit of M&A. A bit of life back in the City. BoJo […]
I’d typically start with “Not a good day to be a hamster in Hong Kong” but I’m not sure hamsters have days where they’re like “I’m so glad I’m in Hong Kong”. One of the more bizarre headlines to start off the trading day as Bloomberg revealed the HK authorities were in the process of […]
Blue Monday today but that may have been more about describing the colour of the sky than people’s moods with a glorious day in London and plenty to still be optimistic about (Stoxx 600 +0.7%). The lifting of Omicron restrictions front and centre of people’s minds with Plan B set to be reviewed next week […]
You may have a view about what the best thing on telly is at the moment but unless you agree that it’s The Rescue then you’re wrong. The documentary about the 13 lads who got trapped in caves in Thailand comfortably what made us cry-laugh the most over Christmas and what’s really striking is how […]
A slight distraction from markets first thing this morning as my usually serene 13 year old daughter sobbed her eyes out to the point of not being able to breath. Had a close relative died you may wonder? A family pet? Unfortunately the drama was because I’d halved her screen time allowance on Snapchat without […]
So while Boris waits on the outcome of an enquiry ordered by Boris to establish whether Boris attended a party in Boris’s garden in the height of lockdown the rest of us sit and wait for tomorrow’s CPI and the outcome of both surely inevitable. The first major inflation metric of the year expected to […]
So that’s the first week of January done and it feels good to say that doesn’t it. Courteney not really catching the Veganuary detox vibe as he heads to Leeds for his mates stag do and the Otley Run but that’s sort of the point if you’re young isn’t it. Christmas was for protecting the […]
Four days into the trading year and we’ve a spread of 12% already between the best performing sector (Autos +7.65%) and the worst performing sector (Technology -4.36%). Value a fourth consecutive day of outperformance vs Growth and now a +5% relative move there. I mean. I’m all for sitting on the sidelines and waiting to […]
A more settled day unless you’re one of the 5 million yet-to-be-vaccinated French adults who were told by their President this morning that he intends to “emmerde” them (hint – thats not a positive) until they get the jab. An interesting approach to “Liberté” from Monsieur Macron as the posturing starts for what could be […]
Happy New Year and How Was Your Christmas and Did-You-Get-Covid-Oh-Dear-I’m-Sorry-To-Hear-That etc etc. It’s good to be back. Let’s smash 2022. Mrs Q’s birthday today which typically finds me regretting not tactically holding back a Christmas present or two and scrambling around to find something that doesn’t obviously look like it’s been slashed 90% in a […]