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Andrew Bailey just confirmed it in press conference
"Interest rates won't rise as much as markets have priced in"

From what the reporter said under embargo briefing at the BOE
think this is going to be the narrative
longer recession until end of 2023 yeah right with more money in peoples accounts than ever before
jobless rate going up to 6.6% from 3.8% now as if there are too many jobs for not enough jobseekers unless they've had sight of THG's automation roll out hehe

What a load of rubbish trying to peddle narratives to make people worried into not spending

Bet Jerome Powell just spat out his salmon and cheese bagel

Reporting interest rates won't go up as much as anticipated !!!!

shame Glanbia aren't in the beauty industry as well perhaps they'd have overall growth in sales as well as upping margin guidance
Nice if THG dropped a little RNS upping margin guidance with the tailwinds from whey prices and upping sales growth guidance in nutrition from consumer price protection rather than the price increases Glanbia implemented which have affected volume
Glanbia probably couldn't afford to protect consumers with their rushed put together recent share buyback programme

yeah, oke it's not just the £25mill it's all the capex that has been spent on those buildings that if a new owner got into a lease dispute could take control of
MM and JG have probably personally signed off a lot of the £100's of millions that have been spent by THG (not MM) on these buildings
There's a lot more at play here MM must be getting sweaty as Mcshorty now about pushing the MBO button

understand that LD and perhaps put it too bluntly but if a new CEO came in after an unsolicited takeover, he/she could make it very difficult for MM's leases challenging the company's unfair insider terms, personally driven targets of space utilised biased, capex spending not impartial the list could be endless in a legal challenge that would be difficult for MM to defend
just another reason to throw into the ever-increasing justified MBO thought arena

Tell you what oke if he doesn't act soon and he got pushed out another CEO would seriously undo the property leases on property not being utilised reckon he'd pay a premium just to keep control of that aspect

If the job data starts to sour especially after the peak season temp hiring then Powell has no excuses to use and will be forced to pivot
My eyes will be firmly set on the labour data 1st one this Friday US non farms payrolls

Your right Anacott I think he's got hammered for not acting earlier and took it as a personal attack on his legacy and that's lead to his overly hawkish persona however the Fed statement was dovish the slowing of QT is really important for interest rates
Historically interest rates going up shows a solid robust and growing market which the latest gdp job consumer spending figures show for us LTH'S of THG is good news for cashflow and a strong dollar (with THG’s dollars collected from ROW sales pegged to the dollar) should help input costs

All in the humble opinion of a postman with a factory job on the side

Just think Powells speech was to hawkish and but the statement contained SLOWING of QT which really caused Sp's to tank hard when 1st announced originally perhaps that's why commodities haven't moved much

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Here is what you need to know on Thursday, November 3:
The dollar finished Wednesday higher across the FX board following a volatile American session. The Fed was behind the wild moves, as the central bank delivered as expected, but Powell surprised with a hawkish speech. The central bank pulled the trigger by 75 bps, and the accompanying statement suggested policymakers would soon slow the pace of QT. “In determining the pace of future increases in the target range, the Committee will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.” The greenback plummeted to fresh weekly lows against most major rivals as investors rushed to price in a 50 bps rate hike in December.

Strong dollar and accommodative
Sorry

Seems like the fed are enjoying the strong dollar and blaming a continued hawkish short term view on a strong labour market

Perhaps the yanks are convincing it's close trading partners that the strong is going to kill inflation soon

They're argument is they have the tools to quickly become accommotive when needed because the US consumers are really resilient at the moment

Imo it's a good job thg are in resilient sectors with 80% recurring customers in globally consumer resilient locations

yep 39640k and 7971k just got a good feeling now about IES after speaking direct to western power and being told about the power upgrades happening soon opening up huge opportunities for landowners around all sorts of substations
is going to create some huge openings for SAFE (not lithium) huge 200MW + utility grade battery storage facilities one of my close family members recently visited the Pivot Power (owned by EDF who have commercial relations with IES) Aldermans Green lane Coventry one recently constructed as part of my research for my project.

yeah just checked IES.pl they're on there thanks Joe

Bought 47,000 through Halifax this morning at around 25 in 2 batches none showing very strange I've just been involved with a battery storage project on a parcel of land a few hundred metres away from a substation
After this process I've found out there are projects being applied for and approved all over the UK rapidly with serious 200MW+ storage involved getting serious money from the grid
I'm pretty sure the cost of a 5mw and a 200mw isn't pro-rata but the income is
If you buy a pair of shoes the price doesn't go up much if you double the size if you catch my drift

Old McStevies tried to spread a load of FUD eeii eeii oohh

With a muck (fud) spread here and a muck spread there
here some eyeofbullxxxt
there some oxfordbullxxxt
Everywhere a load of notsofastbullxxxt
Old Mctoxxers gang had to follow gangmasters orders eeii eeii oohh

I'll be out of the BB for a bit taking missus today to hospital on and off for the next few days GLA

Activity up and above 50 (growth) above concensus

Prices paid whey hehe down and whey below consensus

Golden and it's 3 stooges I mean Ste's along with 2 load of bull's and a notsofast crowman too all filtered
Reckon I could put a Xmas song together for this along the lines of on the first day of Xmas my true nemesis said to me

Suppose on the flip side one Mcshort closing is taking shares out the market for other Mcshorties thinking about closing