Market Report: tariffs, tyres & takeovers

Steve Clayton
  • Asian markets rally on hopes of tariff exemptions
  • Halfords lifts guidance after strong trading
  • De La Rue agrees takeover
  • Dollar slips again
  • Brent holds steady at $65

Steve Clayton, head of equity funds at Hargreaves Lansdown:

“Futures markets were suggesting a steady start to trading in London and Europe after Asian markets rallied overnight. Sentiment was boosted after US President, Donald Trump suggested that he might pause the introduction of some of his proposed tariffs...

https://allaboutshipping.co.uk/2025/04/15/market-report-tariffs-tyres-takeovers/

Market Report: markets rise after a whirlwind weekend of tech tariff drama

Matt Britzman
  • European markets open higher
  • US futures rise as tech components get tariff reprieve
  • Apple in focus as tariff delay gives time to plan
  • Gold’s safe-haven appeal drives it to yet another all-time high
  • Oil markets remain jittery
  • Takeaway for investors – stick to the plan

Matt Britzman, senior equity analyst, Hargreaves Lansdown:

“Just when it seemed the tariff chaos couldn’t get any worse, tech investors have spent the weekend scrambling to make sense of a whirlwind of confusing – and...

https://allaboutshipping.co.uk/2025/04/14/market-report-markets-rise-after-a-whirlwind-weekend-of-tech-tariff-drama/

Market Report: Better than expected GDP numbers to boost FTSE at the open

Derren Nathan
  • UK GDP beats expectations. Manufacturing the bright spot.
  • Dollar at 20-month lows
  • US shop prices expected to rise within weeks
  • Oil holds firm but producers remain under pressure

Derren Nathan, head of equity research, Hargreaves Lansdown:

“Investors can be forgiven for feeling a little seasick after this week’s wild gyrations. However the FTSE looks set to open with a sense of optimism after UK GDP figures showed the economy grew 0.5% in February, faster than the 0.1% expected by...

https://allaboutshipping.co.uk/2025/04/11/market-report-better-than-expected-gdp-numbers-to-boost-ftse-at-the-open/

Market report: Punishing Chinese tariffs send another jolt of deep pessimism through markets

Susannah Streeter
  • Whipsaw of sentiment as 104% tariffs are introduced on Chinese imports by the US.
  • Stocks reverse as the world’s top economies become locked in a trade war.
  • Nikkei falls 3.3% while the FTSE 100 is set to erase Tuesday’s gains.
  • Renewed appetite for gold amid the volatility, with the precious metal rising more than 1.7%.
  • Volatility hits the bond markets and the allure of Treasuries as a safe haven asset dulls.
  • Brent crude drops more than 2% to trade around $61 a barrel – levels...

https://allaboutshipping.co.uk/2025/04/09/market-report-punishing-chinese-tariffs-send-another-jolt-of-deep-pessimism-through-markets/

Market Report: Stocks fall further as global game of tariff chess gathers pace

Derren Nathan
  • FTSE 100 and European futures down
  • US Stocks see worst drop in 5 years
  • US treasury yields at 7-month highs
  • Japan promises bold and speedy response to US tariffs
  • EU trade commissioner in talks with Washington today
  • 3-year low for Brent Crude at around $69.5 per barrel

Derren Nathan, head of equity research Hargreaves Lansdown:

“Despite months of sabre-rattling by Donald Trump, markets appear to have been unprepared for the depth and breadth of tariffs announced by the White House....

https://allaboutshipping.co.uk/2025/04/04/market-report-stocks-fall-further-as-global-game-of-tariff-chess-gathers-pace/