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Why Europe could be set to play catch up with UK and US on rates
Thursday 10 Feb 2022Eurozone inflation surprised to the upside for the seventh consecutive month in January, rising to a record 5.1%, far above the central bank’s 2% target. The unexpected data seems to have finally persuaded European Central Bank ( ECB ) president Christine Lagarde to ditch her ‘transitory’ inflation...
Consumer giants rethink their strategies with a little help
Thursday 10 Feb 2022The drum beat of calls for change from investors in food to household goods conglomerate Unilever ( ULVR ) seems to be growing louder by the week if not by the day. The Financial Times reported over the weekend that after the firm’s failed £50 billion bid for GlaxoSmithKline’s ( GSK ) consumer...
Activist pressure could help drive up Vodafone’s shares
Thursday 03 Feb 2022V odafone ( VOD ) could potentially see its shares trade on a high multiple of earnings this year after being targeted by an activist investor. Cevian Capital is rumoured to have built up an undisclosed stake in the mobile network operator. Reports suggest the Swedish activist fund wants to put...
Oil services firms warn as crude hits $90 per barrel
Thursday 03 Feb 2022The stresses and strains of oil market volatility and a Brent crude price at a multi-year high of $90 per barrel are becoming apparent. With the potential for conflict in commodities-rich Ukraine involving major producer Russia, many observers are expecting oil prices to hit triple digits sooner...
Air goes out of hydrogen stocks on profit taking
Thursday 03 Feb 2022After the excitement surrounding hydrogen as a route to lowering global emissions, a message reinforced at the COP 26 climate summit, the poor performance of hydrogen investments over the last year is something of a surprise. Research by analysts at Liberum shows that over the 12 months to mid-...
Fed signals strong economy can withstand several rate hikes
Thursday 03 Feb 2022The press conference which followed the Federal Reserve’s meeting on 26 January continues to reverberate around the market. US stock indices dropped more than 1% and bond yields moved higher in the immediate aftermath to reflect a tougher line on interest rate hikes. The message dashed any hope...
Market veterans call out US stock market bubble
Thursday 27 Jan 2022Most expert observers see the current stock market sell-off as a healthy correction and the rotation out of high growth technology shares into economically sensitive shares as logical given rising rates. However, two veterans of the investment world see the world rather differently and believe we...
Unilever is the next FTSE 100 takeover target
Thursday 27 Jan 2022Domestos to Marmite maker Unilever ( ULVR ) was the biggest riser on the FTSE 100 on 24 January, gaining 7% to £39.40 and in the process recouping all the ground the shares lost following the recent revelation of its failed bid for GlaxoSmithKline’s ( GSK ) consumer healthcare unit. The catalyst...
Big strategic moves for FTSE 100 miners Rio Tinto and BHP
Thursday 27 Jan 2022FTSE 100 mining group Rio Tinto ( RIO ) has endured decidedly mixed fortunes year to date. First, the Anglo-Australian business saw its $2.4 billion lithium project in Serbia cancelled by the country’s authorities. The move has prompted some to wonder if it was a form of retaliation for Serbian...
Netflix needs to find new ways to grow revenue
Thursday 27 Jan 2022A substantial slowdown in subscriber growth at Netflix is putting severe pressure on the share price and has raised concerns about the competitive environment faced by the business and whether it may have reached saturation point. The company’s latest update (20 Jan) saw it forecast just 2.5...