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Tariff don’t affect us - it will be in the news for next few years - world will go on as usual. Global trade flows will reshape. Markets will again move up after the knee jerk reaction of the last fortnight as the scale was unexpected.

Https://www.bbc.co.uk/news/articles/c20xn626y81o

China tariff exemptions

Big jump on cards this Monday

I’m glad that the gap around £6.5 has been closed. I suspect this was keeping a lid on price going further up than £8 ish. Decks now cleared for £10+

Up 25% now. Hope the same for RR tommorrow

It’s real - watch sky news

It is - S&P jumps 7%!

Rycey in green now!

Yes, seems worst behind us. Countries looking for a resolution and trade deals to come out of this tariff pains.

I’m glad that the gap has now been filled.

Once the market get used to tariffs and uncertainty this will again rocket.

Is the gap filled in?

FTSE 100 group believes the £3bn narrow-body project could deliver a step change in British economy

Full article from FT

https://www.ft.com/content/007d3bfc-c515-4c99-8536-24315d750d77#comments-anchor

FCA submission

https://www.fca.org.uk/publication/corporate/fca-written-submissions-10-march-2025.pdf

US markets falling like a stone

From FT-

Barclays, Lloyds Banking Group and NatWest, three of the UK’s largest banks, are expected to be among the biggest beneficiaries of a repricing of interest rate swaps, which analysts estimate can contribute more than £50bn in income over the next three years.

“Structural hedging is the most fascinating part of a bank from an investor’s point of view,” said Jérôme Legras, a managing partner at Axiom Alternative Investments. “It’s one of the key drivers of profit and loss and the management of risk

@chips

Great post as usual!

A 10p fall seems huge though its actually about 1%

fall from yesterday. As a long term holder I remember how often it would fall from 110 to 100p which was about 10% then. A 10 p fall or rise now is inconsequential in percentage terms.

Https://www.ft.com/content/2995b431-496f-4497-b280-5604f753226c

Car finance - Worst case scenario is around £2B-£3B payable in a number of years. This is just a fraction of Lloyds one years profit. Onwards and upwards to £1 this year.

Would be so nice to get to £10 before the good news on SMR comes up in June.