Market Report: calm before the storm as markets brace for Trump’s ‘liberation day’

Matt Britzman
  • UK markets start April on the front foot
  • Crunch time for UK banks as supreme court hearings begin
  • UK house prices rise 3.9% year-on-year, UK housebuilders looking attractive
  • S&P 500 posts worst quarter since 2022
  • Oil prices reach highest level in a month

Matt Britzman, senior equity analyst, Hargreaves Lansdown:

UK markets have kicked off April on the front foot, after a poor start to the week saw the FTSE 100 lose 0.9% yesterday. In the absence of any major company results, it’s...

https://allaboutshipping.co.uk/2025/04/01/market-report-calm-before-the-storm-as-markets-brace-for-trumps-liberation-day/

Market report: High unease as investors brace for widespread tariffs.

Susannah Streeter
  • Indices in Asia fall sharply, as Trump indicates he’s readying to impose widespread tariffs.
  • Hopes for more targeted duties are evaporating, pushing the Nikkei down almost 4% and Hong Kong’s Hang Seng down 1.3%
  • The moves follow Friday’s sharp drops on Wall Street after hotter inflation data.
  • FTSE 100 set for a difficult start to the week amid the uncertainty.
  • Another gold rush has been sparked with the precious metal heading to fresh record heights.

Susannah Streeter, head of...

https://allaboutshipping.co.uk/2025/03/31/market-report-high-unease-as-investors-brace-for-widespread-tariffs/

Market Report: FTSE set to fall despite better-than-expected retail sales

  • FTSE set to fall at the open
  • UK retail sales boosted by demand for gold
  • US futures stock point down
  • US inflation and consumer sentiment in focus today
  • Brent Crude at close to $74

Derren Nathan, head of equity research Hargreaves Lansdown:

“FTSE futures suggest the index is set to open down, and will start Friday a touch below the level at which it entered the week. UK investors should take some comfort from this morning’s retail sales figures which unexpectedly rose for a second consecutive...

https://allaboutshipping.co.uk/2025/03/28/market-report-ftse-set-to-fall-despite-better-than-expected-retail-sales/

Market Report: FTSE an island of calm in volatile markets

Derren Nathan
  • FTSE rises despite cut to UK growth forecast.
  • Tech stocks weigh on US indices.
  • NVIDIA and Tesla lead the sell-off.
  • Trump auto tariffs hit Asian and European stocks.
  • Brent Crude remains near 4-week high.
  • Next – continues its hot streak of profit upgrades

Derren Nathan, head of equity research Hargreaves Lansdown:

“The FTSE’s on a stable footing today rising slightly at the open to lock in yesterday’s modest gains despite Rachel Reeves revealing in yesterday’s Spring Statement that...

https://allaboutshipping.co.uk/2025/03/27/market-report-ftse-an-island-of-calm-in-volatile-markets/

Market Report: FTSE up slightly as UK inflation falls faster than expected

Derren Nathan
  • UK inflation provides some relief for Rachel Reeves. 2.8% in February, 2.9% expected
  • Institutional investors shun sterling
  • US stock rally set to pause as consumer confidence hits new lows
  • Vistry – dividends halted as housebuilder’s performance worsens
  • Brent Crude remains above $73 after Ukraine and Russia agree partial truce

Derren Nathan, head of equity research Hargreaves Lansdown:

“UK inflation figures haven’t thrown up any nasty surprises ahead of Rachel Reeves Spring Statement...

https://allaboutshipping.co.uk/2025/03/26/market-report-ftse-up-slightly-as-uk-inflation-falls-faster-than-expected/

Market Report: FTSE fails to latch onto US rally as Spring Statement beckons

  • FTSE 100 flat.
  • US PMI data better than expected.
  • Chancellor in a tight spot ahead of Spring Statement.
  • Shell doubles down on LNG leadership and shareholder payouts.
  • Kingfisher profit guidance disappoints as cost pressures mount.
  • Brent Crude gains gather steam- tariff shift demand positive but supply negative.

Derren Nathan, head of equity research Hargreaves Lansdown:

“The FTSE 100 has opened flat today, pausing for breath despite strong gains on Wall Street yesterday. US markets are beginning...

https://allaboutshipping.co.uk/2025/03/25/market-report-ftse-fails-to-latch-onto-us-rally-as-spring-statement-beckons/

Market report: Supreme caution among central bankers amid global tariff turmoil

Susannah Streeter
  • Eyes turn to the Fed’s interest rate decision later amid tariff turmoil.
  • Bank of Japan keeps interest rates on hold as policymakers exercise caution.
  • Bank of England rate setters expected to sit on their hands, but a cut can’t be ruled out.
  • Oil prices dip back, amid small steps of progress on Ukraine ceasefire talks

Susannah Streeter, head of money and markets, Hargreaves Lansdown:

‘’Caution is set to be the name of the game today as investors assess crunch central bank...

https://allaboutshipping.co.uk/2025/03/19/market-report-supreme-caution-among-central-bankers-amid-global-tariff-turmoil/