Food division continues to lead The food business remains the standout performer within M&S and is increasingly central to the investment case. The retailer has continued to gain market share in premium grocery, supported by strong demand for convenience products, seasonal ranges and value-focused offerings. Management has accelerated its strategy of reshaping the estate around
FUNDAMENTAL OVERVIEW USD: The US dollar regained some ground this week as US and Iran rejected the respective war-ending proposals and US inflation data came out higher than expected. Overall, the market remains rangebound as traders continue to wait for new developments before picking a direction. Looking ahead, the Fed is slowly abandoning the easing
2026.05.14 2026.05.14 Brent Price Remains High Despite China Demand Pullback. Forecast as of 14.05.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ Brent is not breaking records despite a roughly 20% drop in supply—a seeming paradox, but one with clear explanations. Rising US exports, falling global inventories, and weaker Chinese imports are supporting the oil market. The key question is whether this
Foreign exchange trading venues have a persuasive pitch: visible pricing, liquidity, convenience. But hefty platform fees are a perennial gripe for users. In response, dealers are offering direct pricing streams via application programming interface (API) – and more buy-side clients are starting to connect. JP Morgan Asset Management, for example, runs its own FX hub
Slovakia’s consumer price inflation accelerated for the first time in three months in April amid higher fuel prices, figures from the Statistical Office of the Slovak Republic showed on Thursday.Consumer prices rose 3.9 percent annually in April, faster than the 3.5 percent increase in March. Inflation was expected to remain stable at 3.5 percent.The upward
Macro Update Asia stocks rise on AI optimism: Asian equities advanced as investors looked through inflation and geopolitical risks, with enthusiasm around AI supporting tech-heavy markets and European futures signalling a stronger open. Trump-Xi summit offers few surprises: Market reaction was subdued as initial comments from Xi suggested progress in trade discussions but warned that
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Markets are still waiting for the real signals. As US President Donald Trump’s two-day summit with Chinese President Xi Jinping began in Beijing today, investors largely avoided making aggressive bets, preferring instead to wait for the kinds of concrete announcements and joint language that typically emerge near the end of high-level diplomatic visits. Beneath the
Kelvin Wong Senior Market Analyst Based in Singapore, Kelvin Wong is a well-established senior global macro strategist with over 15 years of experience trading and providing market research on foreign exchange, stock markets, and commodities. Passionate about connecting the dots in the financial markets and sharing perspectives around trading and investment, Kelvin Wong is an
Need to pay attention to whether inflation triggered by yen depreciation may raise inflation expectations The risk there is that it may also raise underlying inflation BOJ will continue to raise policy rate in response to economic, price, financial developments Japan has clearly entered into inflationary phase What is vital now is to ensure that
The Shanghai Composite slipped 0.2% to around 4,233, remaining close to its highest level since July 2015, while the Shenzhen Component fell 0.9% to 15,950, as investors closely tracked the highly anticipated summit between US President Donald Trump and Chinese President Xi Jinping. The meeting, seen as a pivotal moment for US–China relations, is expected
Key takeaways US inflation pressures intensified after April PPI surged 6.0% y/y, reinforcing the “higher for longer” Federal Reserve narrative and fuelling expectations that any future Fed move could shift toward rate hikes rather than cuts. Donald Trump and Xi Jinping began high-stakes talks in Beijing, with AI competition, semiconductor restrictions, and Middle East geopolitical
The gap between the setting at 6.8401 and the model estimate at 6.7888 is 540+ pips, the biggest since March 2. PBoC looks like it wants to stabilise the yuan rise. On the other hand, thats the strongest set for CNY since March 24, 2023 PBOC injects 500mn yuan via 7-day reverse repos in open
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The RICS UK house price balance fell to -34 in April from -25 in March, the weakest reading since November 2023, as Iran war fallout and rising mortgage rate expectations weighed on buyer sentiment. As an aside, eyes are on UK politics: But, some data to focus on due latet: Info via Reuters. Summary: The
Japan will on Thursday see M2 money stock numbers for April, highlighting a light day for Asia-Pacific economic activity. M2 is expected to rise 1.9 percent on year, easing from 2.0 percent in March.Australia will see May results for the Westpac Consumer Sentiment Index and the inflation forecast for the Melbourne Institute; in April, they
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