Michael Wilson & David Buik talk to Blondemoney’s Helen Thomas in their first edition of capital.com’s ‘TALKING MARKETS. ‘What about Growth?’ and inflation are amongst several subjects covered. Listening to her informed views is enlightening!
youtu.be/_SMWwI3PgDo?fe…

After Friday's sell-off on Wall Street's, considering the political and economic imponderables (Iran & interest rates), this morning opening calls look tolerable early doors. Oil $90, Bond yields steady, Asia nervous. FTSE -43 @ 7952 DAX -20 @ 17910 CAC -7 @ 8003 DJIA +91 @ 38074

Precisely this.

The Arab-Israeli rapprochement was making huge strides before 7 Oct, to Iranian horror.

But that alliance came together last night - providing momentum that Israel can now build upon spectator.co.uk/article/israel…

IT'S MATCHDAY ◼️◻️

#Londonsoriginal #coyw

UK COMPANIES reporting today – Berkeley Group - US companies – Goldman Sachs, Charles Schwab - Economic Data – EU Industrial Production, US Retail Sales, US Business Inventories

BRENT CRUDE $90.29, GOLD $2374.00, UK 2-YEAR GILT YIELD 4.34%, 7-YEAR GILT YIELD 4.00%, 10-YEAR GILT YIELD 4.13%, 10-YEAR US TREASURY YIELD 4.55%, CABLE $1.2456 at 5.28am

David Buik Fabulous picture - we’re very lucky to be able to pick it locally and make lots of garlic salt and pesto.

'We can't hear you, you're too far away' 🎶

#fulhamfc

As good a bottle of St Emilion as I have had for many years a moon!

Massive covering of wild garlic found in the woods - Kent

Even Remainers cannot deny this benefit of Brexit telegraph.co.uk/business/2024/…

The frankly, rabid response of Ultra Remainers in our institutions have damaged governance in the UK...

Dr Gerard Lyons: 'Some of the recommendations are so basic, you wonder what staff have been doing'
capx.co/?p=225299 via CapX

Acres and acres of lettuce growing in Kent ready for our supermarkets - buy BRITISH PRODUCE!

GLOBAL DRUG COMPANIES YTD - ASTRA ZENECA +0.77%, GSK +11.06%, SANOFI AVENTIS -4.86%, ROCHE -16.59%, NOVARTIS -7.48%, PFIZER -13.02%, MERCK +11.04%, JOHNSON & JOHNSON -7.78%, NOVO NORDISK +22.31%, BIONTECH -23.03%, ELI LILLY +26.92%, ABBVIE +1.54%, TAKEDA -6.05%

US/EUROPEAN BANKS YTD – JP MORGAN CHASE +6.22%, WELLS FARGO +14.47%, CITIBANK +12.52%, BANK OF AMERICA +5.58%, GOLDMAN SACHS +0.31%, MORGAN STANLEY -8.21%, UBS +5.61%, DEUTSCHE +18.49%, PARIBAS +3.16%, SOCIETE GENERALE +4.63%, SANTANDER +12.93%

UK BANKS YTD – NATWEST +24.66%, HSBC +3.63%, BARCLAYS +17.76%, LLOYDS +6.56%, STANDARD CHARTERED +1.46%, METRO BANK -17.50%

US TECH YTD - NASDAQ +9.54%, AMAZON +24.14%, APPLE -4.90%, ALPHABET +14.07%, META +47.82%, NETFLIX +32.94%, MICROSOFT +13.76%, INTEL -25.33%, eBAY +16.96%, TESLA -31.14%, ZOOM -11.62%, UBER +28.95%, CISCO -4.00%, LAM RESEARCH +26.62%, NVIDIA +83.08%, SMCI +214.76%, ARM +83.30%

US RETAIL YTD – WALMART +13.26%, TARGET +16.09%, KROGER +19.13%, ABERCROMBIE & FITCH +22.94%, NORDSTROM +4.47%, NIKE -13.66%, FOOT LOCKER -28.93%, URBAN OUTFITTERS +8.51%, MACY’S -2.72%, DOLLAR GENERAL +5.23%