Sinking feeling hits shares, Deliveroo hits another bump, Rolls Royce dives on downgrade

Susannah Streeter

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown

’That sinking feeling has now hit shares in Europe after falls on Wall Street amid concerns that inflationary pressures are still mounting and growing evidence that consumer confidence is suffering amid the cost of living squeeze.

The FTSE 100 and FTSE 250 have opened lower, but there were sharper falls on the DAX in Germany and the CAC 40 in Paris. Worries are resurfacing about an escalation of the war...

https://allaboutshipping.co.uk/2022/04/12/sinking-feeling-hits-shares-deliveroo-hits-another-bump-rolls-royce-dives-on-downgrade/

UK economy starts to stall, jitters over French election, oil dips and Musk ejects from Twitter seat

Susannah Streeter

11 April 2022Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown:

‘’The UK economy is already showing signs of fresh fragility in its latest health check, which is far from surprising given that in February the world veered from one crisis to another. It eeked out just 0.1% growth during the month, and that was despite a leap in demand for travel, with increases in tour operator travel agency and other related activities surging by a third (33.1%) on...

https://allaboutshipping.co.uk/2022/04/11/uk-economy-starts-to-stall-jitters-over-french-election-oil-dips-and-musk-ejects-from-twitter-seat/

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/

Look ahead to FTSE 350, other companies reporting & economic events from 11 to 15 April

Susannah Streeter

6 April 2022

Look ahead to FTSE 350, other companies reporting & economic events from 11 to 15 April

  • GDP figures will give the UK economy another temperature check
  • easyJet should let us know if it’s on track for a full recovery this year following flight cancellations
  • We’re expecting a mixed bag at LVMH with some recovery offset by Chinese lockdowns
  • All eyes will be on how Pennon will play catch up to inflation  
  • Is the worst still yet to come with he last CPI reading before...

https://allaboutshipping.co.uk/2022/04/06/look-ahead-to-ftse-350-other-companies-reporting-economic-events-from-11-to-15-april/

Market report – Headlines from Ukraine continue to grab attention, helping oil prices

  • FTSE100 index down 0.2% at 7,545, STOXX 50 up 0.3% at 3,962.
  • Headlines from Ukraine continue to grab attention, helping oil prices to advance 0.5%.
  • Wall Street closed higher last night, with Nasdaq leading the way, +1.9% compared to a 0.3% gain for the Dow Jones.
  • $2bn of Russian superyachts now detained in Europe.
  • Wincanton posts positive trading update.
  • Go Ahead looks to the next billion journeys.

Commenting on today’s market news, Steve Clayton, HL Select fund manager said:

All in all it is a...

https://allaboutshipping.co.uk/2022/04/05/market-report-headlines-from-ukraine-continue-to-grab-attention-helping-oil-prices/

Oil price creeps up, Tesla shows resilience, but Covid causes fresh woes for airlines

Susannah Streeter

4 April 2022 – Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown:

‘’As the uneasy stalemate continues between Russia and European nations about energy supplies, the price of oil has crept up again today to above $105 a barrel, as worries remain about the much tighter supply of crude on world markets. The unprecedented release of US oil reserves in a drip drip daily strategy over the coming months, had lowered prices, and the two-month truce in Yemen...

https://allaboutshipping.co.uk/2022/04/04/oil-price-creeps-up-tesla-shows-resilience-but-covid-causes-fresh-woes-for-airlines/

Screens red on Bleak Friday as investors assess possibility of an inflationary energy shock

Susannah Streeter

1 April 2022

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown

‘’Screens have turned red on Bleak Friday as investors fret about the growing possibility that inflation will fly up above current sky-high forecasts, causing another richochet of problems for consumers and corporates. Following falls on Wall Street, markets in Asia headed lower and European indices are expected to open flat after losses accelerated at the end of trading yesterday. The...

https://allaboutshipping.co.uk/2022/04/01/screens-red-on-bleak-friday-as-investors-assess-possibility-of-an-inflationary-energy-shock/

Funds for income hunters

Kate Marshall, Lead Investment Analyst at Hargreaves Lansdown
  • Spanning global, UK, Asia, corporate bonds and ESG investing.
  • Equity income funds allow investors to diversify across many dividend-paying companies.
  • Bonds may offer a more stable income than shares – a useful diversifier to equity income funds.

Kate Marshall, Lead Investment Analyst at Hargreaves Lansdown:

“Many companies were forced to cut or suspend their dividend payments to shareholders in 2020, after the pandemic caused havoc,...

https://allaboutshipping.co.uk/2022/03/31/funds-for-income-hunters/

ONS data – shows UK reliance on Ukraine food supplies amid warnings of trade disruption ahead

Susannah Streeter
  • In 2021, the UK imported £830 million of goods from Ukraine (0.2% of all goods imports) and exported £670 million of goods (0.2% of all goods exports).
  • The UK imported £200 million of food and live animals from Ukraine in 2021, accounting for 0.5% of all imports of this commodity.
  • This primarily included imports of cereals (£130 million) such as wheat, maize, barley, and rice.
  • The UK imported £140 million of vegetable oils and fats in 2021, accounting for 11.3% of all imports...

https://allaboutshipping.co.uk/2022/03/30/ons-data-shows-uk-reliance-on-ukraine-food-supplies-amid-warnings-of-trade-disruption-ahead/

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