Market report: Hopes of more targeted tariffs help boost investor sentiment

Susannah Streeter
  • FTSE 100 rises in early trade amid hopes looming US tariffs will be more focused.
  • Oil prices gain some ground as talks set to get underway between Russian and US officials over Ukraine.
  • US markets set for a steady start to the week with optimism increasing about targeted trade policy.
  • Risks remain for severe duties with hearing due at International Trade Commission on big duties on Chinese manufactured ships docking at US ports.
  • Gold hangs near record highs while Bitcoin...

https://allaboutshipping.co.uk/2025/03/24/market-report-hopes-of-more-targeted-tariffs-help-boost-investor-sentiment/

Market Report: Stock market rally stalls as economic concerns linger

Derren Nathan
  • FTSE 100 falls t amid ongoing economic concerns.
  • UK Consumer confidence rises but remains fragile.
  • JD Wetherspoon margins suffer despite resilient sales.
  • Heathrow fire another potential blow to growth.
  • US futures point to a lacklustre open.
  • Brent crude above $72 per barrel after OPEC+ surprises with planned cuts.
  • British government borrowing higher than expected.

Derren Nathan, head of equity research, Hargreaves Lansdown:

“The FTSE 100’s down 0.5% this morning erasing much of the...

https://allaboutshipping.co.uk/2025/03/21/market-report-stock-market-rally-stalls-as-economic-concerns-linger/

Market Report: Stock markets fight back after a bruising week

Derren Nathan
  • FTSE creeps up as hopes of avoiding US government shutdown grow.
  • UK GDP shrinks unexpectedly, down 0.1% in January.
  • US futures pointing up after stocks hit new 6-month lows.
  • Gold approaches $3,000 per oz.
  • US consumer confidence in focus today.
  • Brent crude rallies above $70 per barrel.

Derren Nathan, head of equity research, Hargreaves Lansdown:

“The FTSE 100’s opened up a touch this morning after a rebound in Asian stocks overnight. They were buoyed by hopes that the US government...

https://allaboutshipping.co.uk/2025/03/14/market-report-stock-markets-fight-back-after-a-bruising-week/

Market report: Tariffs threaten to reignite inflation

Susannah Streeter
  • Wariness remains on markets as high tariffs on steel and aluminium imports come in.
  • US consumer price data in focus amid concerns trade policy will inflame prices.
  • Ceasefire hopes are higher, after talks between Ukraine and the US in Saudi Arabia.
  • Oil prices hover near six-month lows amid concerns about lower global growth and energy demand.
  • Balfour Beatty’s resilient results show that outgoing CEO Leo Quinn has set a high bar.

Susannah Streeter, head of money and markets,...

https://allaboutshipping.co.uk/2025/03/12/market-report-tariffs-threaten-to-reignite-inflation/

Winners and losers in the new tax year

Sarah Coles

It’s bad news for:

  • Employers – and their employees
  • Anyone getting a pay rise
  • Pensioners with private pensions
  • Investors with assets outside pensions and ISAs
  • Home buyers
  • Property investors
  • Non-doms

And good news for:

  • Pensioners on lower incomes
  • Lower earners

Sarah Coles, head of personal finance, Hargreaves Lansdown:

“It’s unlikely to be a happy new tax year, because far more people risk missing out as the clock ticks forward into the new year than stand to gain from any changes being...

https://allaboutshipping.co.uk/2025/03/11/winners-and-losers-in-the-new-tax-year/

Market report: Investors on edge as tariff net tightens

  • FTSE 100 opens down as Trump tariffs become reality.
  • UK shop prices rise at fastest level in a year.
  • US stocks have their worst day of 2025 as NVIDIA sheds over 8%.
  • Bitcoin falls 3% erasing weekend gains.
  • Defensive stocks offer some respite.
  • Brent crude at 3-month low.
  • Record sales for Greggs as clouds gather.

Derren Nathan, head of equity research, Hargreaves Lansdown:

The FTSE 100 has retreated from record highs this morning, taking direction from Wall Street where stocks had their worst day...

https://allaboutshipping.co.uk/2025/03/04/market-report-investors-on-edge-as-tariff-net-tightens/

Market Report: FTSE 100 surges to fresh records as military co-operation and China snapshot lift stocks

Susannah Streeter
  • FTSE 100 has a rush of Monday motivation, despite scenes of fraught geo-politics.
  • Pledges of co-operation on defence help lift military contractors.
  • China’s better-than-expected manufacturing snapshot lifts sentiment.
  • Brent crude rises but lid expected to be kept on prices, due to looming tariffs on Mexico, Canada and China.
  • Bitcoin and other crypto assets jump higher, before losing some ground, as Trump posts about plans for a strategic crypto reserve.

Susannah Streeter, head...

https://allaboutshipping.co.uk/2025/03/03/market-report-ftse-100-surges-to-fresh-records-as-military-co-operation-and-china-snapshot-lift-stocks/

Market report: Stocks struggle as tariff and inflation fears persist

  • FTSE 100 and European futures down.
  • Trump to hit button on Canadian and Mexican Tariffs next week.
  • Hopes of UK trade deal alive after Starmer talks.
  • US GDP growth slows as expected in Q4. PCE data later today.
  • NVIDIA drags tech stocks despite earnings beat.
  • Brent Crude pulls back at close to $73 per barrel.

Derren Nathan, head of equity research, Hargreaves Lansdown:

FTSE 100 and European futures are pointing to a shaky start for stocks this morning, echoing weak sessions on Wall Street and...

https://allaboutshipping.co.uk/2025/02/28/market-report-stocks-struggle-as-tariff-and-inflation-fears-persist/

Market report: EU braces for tariffs, Starmer’s Washington challenge and Rolls Royce revs up

Susannah Streeter
  • Caution the name of the game as Trump threatens Europe with tariffs.
  • FTSE 100 opens lower amid investor wariness.
  • The bears prowl the crypto market amid risk-off sentiment.
  • Crude prices hover at multi-month lows, as supply issues ease amid Ukraine deal hopes.
  • Rolls Royce fires on all cylinders with shares lifting 7%.
  • Aviva shows va va voom, with annual earnings beating expectations.
  • Nvidia releases robust results but still manages to disappoint investors.
  • Salesforce sluggish...

https://allaboutshipping.co.uk/2025/02/27/market-report-eu-braces-for-tariffs-starmers-washington-challenge-and-rolls-royce-revs-up/

Copper surges as fresh tariffs are in sight while crypto’s ‘Trump bump’ reverses

Susannah Streeter
  • Tariff threats continue to hang over financial markets, with duties looming on imports from Mexico and Canada.
  • Copper prices surge, helping lift the FTSE 100, as the metal is caught in Trump’s sights.
  • Brent Crude falls to two-month lows amid concerns about the US economy.
  • Trump’s crypto bump reverses amid a collision of concern about the industry, with Bitcoin trading below $89,000.
  • S&P 500 set to take a breather as investors wait for Nvidia’s results.
  • BP is set to unveil a...

https://allaboutshipping.co.uk/2025/02/26/copper-surges-as-fresh-tariffs-are-in-sight-while-cryptos-trump-bump-reverses/