The closest I’ve been to being what they would call a ‘Luxury Player’ is snaffling up some Lurpak and a bottle of Filippo Berio in these inflationary times! But in circles higher, and then higher again the focus has been on if and when the demand for Luxury goods will come back, especially for European investors with such well known names as LVMH, Kering, Hermes and Richemont a staple in the Equity complex here. The latter today was the standout for Europe as a giant beat in the Americas and Eu…

With my new years resolutions mostly broken in week one (anyone else the same?) I’ve been on the look out for a new one (inevitably to break in the next week) and have settled on a chapter of a book per night! So far so good and just finished another Ben Macintyre thriller and he’s really the only author that gets me turning the page. With non-fiction I find I learn a bit too along the way which is crucial in all aspects of life. Another thing I’ve learnt along the way is that the first day of…

January is getting going bit by bit, slowly and steady (and I know I have missed most of it), but it does feel like we’re already approaching some big moments. Just like you can’t lose a football match in the first 10 minutes, you can’t lose the year in January, but the next few weeks could be fairly defining especially once we’ve got Martin Luther King day and Trump’s inauguration out the way on Monday. Despite the softer than expected U.S. PPI across the board nothing seemingly can keep U.S…

The Transcript’s weekly update sent today was titled “A good start to 2025” as it ran through a number of quotes last week from the likes of Fed’s Lisa Cook, The Blackstone President and Delta Air Lines CEO all sounding quite bullish though with today being my first proper day of 2025 it felt anything but that. The start of the year always tends to feel like a game of Chess where it takes a little while for patterns to emerge and moves to be made and this year does feel quite familiar in that s…

Right well there isn’t a huge amount of positive news flowing out of the UK at the minute but on the flip side our Spec-Sales have provided us with the latest edition of their highest conviction ideas for the quarter ahead which is always a highly requested product so please don’t hesitate to reach out if anyone wants a copy! With US equity markets shut in observance of a national day of mourning for former President Carter, much of the spotlight was set on the UK earlier as the recent ‘Sell th…

Half-way through the week and we’ve had plenty so far to keep us busy alongside lots of incoming on what to expect in 2025 and you can always rely on the brilliant minds here at Redburn Atlantic (excluding myself) to get you up to speed with our first Trading the Macro call of 2025 which takes place next week, January 16th. Our Economics, Equity Strategist, Quant and Technicals teams will run through the biggest themes of the year ahead with topics including but not limited to: Will the US rema…

A yellow snow warning is not the news you ideally want to hear when getting back into the swing of things (was that really the right colour code to come up with one wonders) and those searching for some vitamin D to help beat the January Blues may be interested to know that today is one of the busiest days in what is one of the busiest weeks for booking holidays. Understandable really as we ease into the year with a day that was slow to get going and largely driven by macro as equities started…

Well, that flew by rather quickly didn’t it… 2024 put to bed and back to business it is. Happy New Year to all readers of the Daily Snapshot and wishing you all the very best for 2025! Plenty to get our teeth stuck into today in what could only be described as a bit of a rollercoaster, with a risk-on tape early doors as Tech led the way following a combination of positive CQ4 revenue numbers from Foxconn and Hon Hai (Nvidia partner) alongside an announcement from Microsoft on Friday about its p…

A bit of a farewell from the Snapshot team here (and I reiterate it’s a HUGE team effort) with this being my (pretty much) last day of 2024 and with the next couple of weeks looking like a disjointed last kilometre of what has been mountainous marathon of a year it’s probably worth kickstarting back on the 2nd Jan with a little recap of what we’ve all missed (knowing this year it’s probably a lot!). Fittingly even on the 19th of December there was plenty still to talk about after the Fed gave e…

As silly festive season continues to grow legs, I often think that the build up to Christmas normally tends to be the best part. The period between December 26th and New Years Eve usually all blend into one (“what day is it again?”) followed a few mandatory resolutions on New Years Day to help get back into the swing of things. Fitness normally manages to wrangle itself into most people’s lists, and those looking for some inspiration can look to Greek runner, Ploutarchos Pourliakas, who recentl…