Stocks weak overnight in US and Asia, Fed turns increasingly hawkish and UK Retail Sales fall by more than expected in March

22 April 2022 – Comment from Steve Clayton, HL Select Fund Manager:

“Stocks were weak overnight in the USA and Asia. Once more Tech shares led the way lower, with the Nasdaq Composite index losing 2% in value, whilst the broader S%P 500 index lost half that much. Tokyo saw the Nikkei index slide 1.6% with a similar fall in Australian stocks. Futures markets are indicating a bumpy start to trading in Europe.

Rising inflation is undermining bond prices – the yield on UK 10 year government bonds has...

https://allaboutshipping.co.uk/2022/04/22/stocks-weak-overnight-in-us-and-asia-fed-turns-increasingly-hawkish-and-uk-retail-sales-fall-by-more-than-expected-in-march/

Market Report – US and Europe markets up while Netflix hits the headlines for the wrong reasons

Steve Clayton, HL Select fund manager:

“Stock markets were strong in the USA last night, with the S&P 500 index rising 1.6% and the tech-heavy Nasdaq index jumping 2.2%.

Japan’s Nikkei index rose 0.9%, but the Hang Seng index in Hong Kong dipped 0.3%, taking the lead from a 1.4% slump in the Chinese market.

In Europe markets are trading slightly firmer, with the UK’s FTSE 100 index up 3 points to 7604 in early trade.

Netflix hit the headlines for all the wrong reasons when it released results after...

https://allaboutshipping.co.uk/2022/04/20/market-report-us-and-europe-markets-up-while-netflix-hits-the-headlines-for-the-wrong-reasons/

Springtime in Attica: the celebration of nature!

April2022

ATTICA PRESENTS

The advent of spring whets our appetite for day trips to the countryside. We enjoy the wonderful sunny days at the parks and groves in and out of Athens, for outdoor activities with children and delightful picnics; at the forests of Attica for their breathtaking routes and lush hiking trails; at the villages, the farms and wineries in Attica mainland, at the stunning seaside destinations and nearby islands of the Argosaronic Gulf for truly memorable escapes! . (…) More

https://allaboutshipping.co.uk/2022/04/18/springtime-in-attica-the-celebration-of-nature/

Fresh turbulence ahead for airlines as travel chaos continues

Susannah Streeter

6 April 2022 – Since the start of 2021 airline shares have fallen back amid ongoing disruption:

  • Wizz Air down 40%,
    Ryanair down 17%,
    International Consolidated Airlines Group down 14%
    American Airlines down 10%,
    Quantas down 2%.

Brent crude hovers around $101 a barrel and is up 27% since the start of 2021

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown
 
‘’Flight chaos is spreading around the world, as the school holiday rush intensifies, amid severe...

https://allaboutshipping.co.uk/2022/04/08/fresh-turbulence-ahead-for-airlines-as-travel-chaos-continues/

UK votes for nuclear, Shell counts cost of Russia exit and monetary tightening unnerves investors

Susannah Streeter
  • FTSE 100 opens down 0.3%
  • Brent crude up 1.2% at $102 a barrel.
  • BP down 1.8%
  • Shell down 1.4%

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown:

“The UK has already committed to weaning itself off Russian oil and coal imports by the end of the year but its long term plans to increase energy security are in sharp focus today. Vain hopes that the new energy strategy being unveiled would throw a bill lifeline to struggling households or boost energy...

https://allaboutshipping.co.uk/2022/04/07/uk-votes-for-nuclear-shell-counts-cost-of-russia-exit-and-monetary-tightening-unnerves-investors/

Lockdown-induced eCommerce shift here to stay for supply chains

More than a third of businesses believe that the move to online shopping seen during the COVID-19 pandemic is now a permanent shift, according to new research from international supply chain and logistics consultancy SCALA.

From surveying business leaders across the grocery and homeware industries, 36% of companies believe that eCommerce will now remain at the inflated levels seen during the COVID-19 pandemic, wherein enforced social distancing restrictions prompted a surge in eCommerce activity.

https://allaboutshipping.co.uk/2022/04/06/lockdown-induced-ecommerce-shift-here-to-stay-for-supply-chains/

A Magic Cabinet’s Little Easter Greeting

This year A Magic Cabinet with Make-A-Wish Foundation, have joined forces to celebrate Easter by creating a limited edition box for a sensitive, caring and important cause.  

Our Box welcomes back the freshness of Spring, with a handmade ceramic vase for wild blossoms by Yfi, Esophy Chocolates to delight your taste buds, a tote bag with a beautiful floral graphic featuring our collaboration and a ‘lambatha’ from the Make-A-Wish collection to celebrate the light of Easter.

Aiming always to give...

https://allaboutshipping.co.uk/2022/04/01/a-magic-cabinets-little-easter-greeting/

Retail sales fall, tougher regulation on tech stars, while Ukraine threats weigh on sentiment

Susannah Streeter

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown:

‘’The pain of higher prices is already hurting with UK retail sales retreating in February. With the cost of living squeeze intensifying, shoppers have kept a firmer grip on their purses. The bad weather didn’t help, with heavy rain and gales keeping crowds away from the high street. The easing of restrictions did provide some bounce for fashion retailers, as new outfits were purchased for long...

https://allaboutshipping.co.uk/2022/03/25/retail-sales-fall-tougher-regulation-on-tech-stars-while-ukraine-threats-weigh-on-sentiment/

ONS data: The cost of commerce crisis ratchets up, as energy prices stay elevated and businesses feel the pain

24 March 2022

ONS data: The cost of commerce crisis ratchets up, as energy prices stay elevated and businesses feel the pain

Main findings of the ONS survey: Business insights and impact on the UK economy: 24 March 2022 – Office for National Statistics (ons.gov.uk)

  • In early March 2022, a quarter (25%) of businesses not permanently stopped trading reported that their production and/or suppliers had been affected by recent increases in energy prices.
  • The accommodation and food service activities...

https://allaboutshipping.co.uk/2022/03/24/ons-data-the-cost-of-commerce-crisis-ratchets-up-as-energy-prices-stay-elevated-and-businesses-feel-the-pain/

Poorest are worst affected in destruction of western illusions

Thursday 24 March 2022 – Vol.13 Ed.12.4

Commentary: War has shattered illusions of the West

By Meghnad Desai in London

The three-week-old war that Vladimir Putin has waged against Ukraine has shattered the illusions on which the entire architecture of the post-1945 western order has been based. There are at least three such illusions: the democratic power of the United Nations, universal peace in Europe and the US belief that it was the world’s sole superpower following the collapse of the Soviet...

https://allaboutshipping.co.uk/2022/03/24/poorest-are-worst-affected-in-destruction-of-western-illusions/

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