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Hardup /StrollerB

Prigozhin, Putin spat is a welcome development for both the West and Ukrainian President Zelenskyy, and will significantly dent ongoing Russian military capabilities further in Ukraine.

Will Wagner Boss, Yevgeny Prigozhin do the unthinkable ?

Banks have now had the carrot, it will be soon time for Labour to wield the stick !

Money continues to trickle out of UK equities.

Fund managers are staying underweight on stocks while running overweight on bonds.

Sentiment will remain on the back - foot particularly for banking and financial stocks while the UK economic and political situation remains in limbo.

Livestock

Certainly not a one way ticket for banks. wholesale funding costs, widening credit spreads and increasing bond yields could yet turn out to be problematic especially for the smaller lenders in the sector.

Hardup

Large scale institutional involvement in the rental sector will only make it easier for government to implement much tougher regulation on the industry heavily weighted in favour of the tenant.

Livestock

Attention - grabbing headlines by the media, unwelcome bad publicity for banks and will renew fresh calls for windfall taxes on the sector.

Friday 16th June, completion day for NatWest 2023 ( on market ) share buyback programme ( direct government buybacks not included ).

Commencing 16th Feb 2023 share price 305p

Completion 16th June 2023 share price 255p.......Ooops ?

Absolutely Not !

Mandatory equity investment on UK pension funds is yet another layer of government regulatory interference heaped on the already overburdened UK equities and pension industry.

Not a lot of positivity out there to drive the share price forward, UK banking sector market sentiment will probably remain shrouded in political and economic uncertainty.

One thing for sure, Lloyds share buybacks and higher interest rate income has not turned out to be the " golden goose " for the share price shareholders were anticipating.

Livestock

debt - ceiling, high interest rates, inflation and sustainable jobs growth, US facing a hard balancing act on the economy.

Most economists still expect the US economy to enter recession in the second half of 2023.

Boris and Farage dream ticket, You're having a laugh !

If past experiences are anything to go by, I think the UK electorate will have these two truly weighed up by now.

Guitarsolo

Don't forget about the huge UK housing rental market ( now running into millions of people ), two -thirds of all tenants say they now worry about the impact of rising interest rates on their rent and have, or will curtail their spending to basic living essentials items only in order to survive the current cost living crisis which shows no sign of abating soon.

Taverham

Shortage of workers and high wage demands are now the main driver of inflation in the UK, builders are a classic example, they can quote what price they like and choose what job they want to undertake knowing the customer will find it hard to seek out alternative quote's from other builders.

" less opaque "

Until London market regulation becomes more streamlined and opaque, New York and even Amsterdam will remain the first choice for many IPOs offerings rather than London.

ForeverNever

BoE need to take a short breather and properly assess the true financial impact of sharply higher interest rates are having on business and households before rates continue upwards.

Savings Account v Stockmarket.

For most people they will sleep better at night knowing their hard earned cash is safe and secure in a savings account, rather than invested in the current climate of the UK stockmarket.

Interest rate decisions have come to fast and furious for financial markets and business to absorb.

Will the BoE now follow the FED and hit the pause button ?

Sunak Government and UK Economy stuck in limbo, certainly not beyond the realms of possibility Lloyds share price will revisit 39.5P or even lower at some point in the future.