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Bros..

At least we knows about all of the main issue so this correction/crash come as no surprise.

From BOJ rate hikes and effect on Yen Carry trades to the various wars and the calamitous US budget deficit.. plenty to rattle the global markets..

So maybe all eyes now on the ME and in particular the straight of Hormuz. Cyprus may also come into play here given Mr Erdogan comment on it being a logistics hub and the Hezbollah threat.

Still at least one thing we know, because a little bird he tell us so. Whatever happen is good for thee Lloyds buyback..

LeeRex

Media spin the facts to suit the narrative of the globalists...

They will see this as another opportunity to control social media and clamp down on the free speech..

Remember what UVL she say at WEF forum. Biggest threat is the truth. But who control the truth..?

Orwells dystopian world not as far away as we would be liking. newspeak is alive..

Has to mention Japan

"Nikkei 225 closed down 12.4pc and suffered biggest ever points loss overnight"..

I did say we has to watch that one...

67Sam

Depend what happen next. Conflict we can only be guessing ...

But I would think in my own mind US now likely to cut rate at next meeting... Uk will follow. Recession a bigger problem than inflation. I think so...

If BOJ raise again thing get very interesting.

labour Govt having the baptism of fire...

One I post on 26th July..

"I keep plenty of powder dry and watch. When the hammer it fall then is the best time to load up as i see it.. If you jump on a rising stock make sure it not on the top floor".

Antony

Bros.. Carnage? ...Not yet.. But sometime a day can seem a long time

In my own mind I been saying for a while there has been a disconnect between the macro and the markets...

Any correction should come as no surprise to those who have been following the play...

Opportunity for the day and the swing traders..?

Morning Bros..

Fleccy Respect..

My friend was telling me about this...

Borrow at 0% from Japan , change currency and invest at 4% in say Uk.. What go wrong? Surely this carry trade is money for nothing?

If Yen strengthens big problem as the asset ( sum invested)may struggle to pay back the liability.

BOJ increasing rates to protect Yen, which some say 40% undervalued. Big risks here with huge amounts of money..

It is reported a lot of the borrowed money gone into US tech stocks...

So as this unwind?

Dorfan

Not forget..

"UK government ( tax payer) faces £150bn bill to cover Bank of England’s QE losses".. money transfer £15n a year till 2033.

Maybe Mr Bailey he be asked to pay that one..

Going to be interesting week ahead...

I hope someone know what they doing...

Morning bros..

How much membership of the EU cost?.. Plus our exit costs?

"Treasury suggest that the settlement will have cost around £30-35 billion once the final payment is made, possibly in the 2060s." commons library source.

Not forget also the hugely expensive ESN which suppose to replace Airwaves.. 2029 was last date I read to get this up and running. In meanwhile we is paying a fortune to Motorola and costs have soared.

Student loans?

Unfunded public sector pension?

Cost of private sector pension bailouts?

BSE scandal?...

Afghanistan campaign?

The list I would be thinking almost endless..

STP

Bros that depend what you mean by kick off.... Posted I hour a go by Times of India...

"Hezbollah Begins War Against Israel? Rocket Storm After Nasrallah's 'Tel Aviv Will Weep' Threat"

https://www.youtube.com/watch?v=9E6lDomNlMs

If you is thinking more along the line of a combined Iran axis attack? Then we still watch and wait...No one it seem able to defuse this...

FTSE open down maybe 0.4%.. Just thinking out aloud with that one...

Morning bros... Japan’s Nikkei 225 index closed down 5.8pc - the second-largest points drop in history that one.

Topix index in Japan lost 6.1pc,

US factory output at 8 month low.

US debt at now over $35 trillion.... https://www.usdebtclock.org/

Has US not reducing rates early damaged its economy..? Plenty wise heads seem to be thinking so...

Market never keen on uncertainty...

I got the close at 56.16 or 3.42% down..

See what this open tomorrow.

Big after market close deals 2x £14.4 million...look like sells given the way Google reacts on the SP..

Deep breath in crew and lets see what happen next..

Morning Bros..

Bit of the push pull situation in the markets with the BOJ uplift in rates as they try and protect the Yen pushing Asian markets lower... Going to be interesting to watch what happen.

Interesting to see sales of gold and silver coins up significantly since election..

https://bmmagazine.co.uk/news/wealthy-individuals-stockpile-tax-free-gold-and-silver-coins-ahead-of-labours-proposed-tax-hike/

China not comment on buying gold in May, which some saw as a halt to buying but did it seem add 53tons to its reserves..

Middle east ..powder keg.

We wait and see what happen with rates here.

Lloyds Divi impact 1.78% so more or less as expected dip today. See if the buyback ramps up today or not..

STP

Respect but any investor worth his salt will be keeping both eyes fixed on this Govt... Look like they increasingly going to be using banks, financial managers as foot soldiers as they scope for more of your money..

Middle East not looking so good today . Reported Hezbollah have access to EMP weapons...

67

“A society that cannot defend its children has no future.”

V. Putin....

TFE

Chill Bros.

The so call attack on oil and gas industry will come back to bite her as I sees it....

Winter heating means tested so not gone for those that need.

£10bn in the pay rise. some is the 2 yr deal. How much does the Govt recoup in income tax and VAT etc for every £ they give in a pay uplift. Junior doctors pay not been good for the years now. Labour heading off the winter of discontent and how they going to reduce waiting lists if they not got NHS staff on their side?

TFE

Is a problem that one. But lets face the facts. Western economic model based around borrowing.

USA probably never pay its debt back , so what happen in the end? It not end well that for sure.

I'll keep a open mind. Last Govt was disaster. Not a Tory policy left by the end..

I agree with one thing. Any plan must pass the test of value for tax payer.

Who would have been thinking Lloyds SP stronger under Labour? Bond market also seem to be taking it in the stride.. So far .....

Maybe Prudence she is back? Is Gordon he still alive?

We has to wait and see.. Meanwhile the Uk it continue transition to cashless society. It called shoplifting.

TFE

As sure as the night follow day..

But maybe is time countries live within their means...

All she keep saying. is “I don’t want to increase taxes on working people”

So what we may see is everything else fair game and anyone with access to media will have a fair idea as what those will be.😒😒

For too long we as the nation have maxed out on the credit ...