Expert views
Commentary submitted by Russ Mould in their own words.
Back to profileOil prices rise to near-three week highs as US-Iran peace talks falter
Equity markets pushed ahead in Europe despite oil prices creeping ever higher.
Path clears for city watchdog to proceed with £9.1bn car finance payout scheme
Getting clarity feels as important as the favourability of the arrangements proposed by the regulator.
Mondi cautions over Iran war cost hikes as it shuts plants across Europe
Mondi is increasing its prices but cannot pass on costs overnight so investors won’t see evidence of this until later in the year.
Reckitt cautions over impact of Iran war on costs and consumer demand
Chief executive Kris Licht is likely to come under greater scrutiny after Reckitt’s latest quarterly results.
Shoe Zone set to slump to loss as it warns over Iran war hit to trading
The company has issued a profit warning, saying it now expects to make a loss for the year to October 3.
Landlord British Land hikes guidance amid strong demand from AI firms
The landscape is now evolving with more people returning to the office, and demand picking up from tech firms.
Fresh uncertainty over US-Iran war sends oil price back up
It appears last week’s market enthusiasm over the Strait of Hormuz reopening may have been premature.
Barratt cautions over rising build costs as Iran war sends energy prices soaring
The conflict in Iran and the implications it has for inflation and interest rates have shaken the foundations of the housebuilding sector, so there will be a modicum of relief after Barratt Redrow’s third-quarter update.
Lloyds sticks to £2bn provision for motor finance compensation
Lloyds shares were lower this morning but the fall was similar to that seen for its peers amid broader market weakness relating to Iran.
Oil prices retreat and stock markets rally on Iran war resolution optimism
The market appears increasingly optimistic that an end to the war in Iran is in the offing as big gains in the US and Asia were matched in Europe on Wednesday morning.
Housebuilder Berkeley to pause buying new land for homes amid global volatility
The moves the company has announced today will make others sit up and take notice.
Unilever nearing deal worth £11.9bn to merge food unit with US rival McCormick
The market could be about to make its own version of Marie Rose sauce as a combination between Unilever’s food business, which encompasses Hellman’s mayonnaise, and McCormick, owner of French’s Ketchup, moves closer to fruition.