
Tariff Trouble! Oh Dear!
Right so Europe. Blimey! It's all gone a bit pear shaped hasn't it? These Yanks with their 'tariffs'. Honestly it's like trying to post a letter with no stamp – simply doesn't work! They're threatening a 50% base rate! Imagine that! My pocket money! Gone! And who started this mess? Sigh. It's enough to make a grown Bean cry.
War and Worry: Even Teddy's Concerned!
That Russia Ukraine war is still rumbling on like a faulty washing machine. Everyone thought President Trump could sort it but... nope! So naturally everyone's throwing money at defense. Germany’s gone wild with spending. It's driven up the price of airplane and army men toys nearly 50%! Even Teddy looks worried. He says and I quote (through interpretive paw gestures) 'More money for BANG BANG? Less money for BEANS!'
Stocks and Socks: An 8.5% Mystery!
The news says European markets are doing better than American ones. The Stoxx 600 is up 8.5%! I wonder if that's got anything to do with my lucky socks? I wore them when I bought that extra large jar of pickled onions. Coincidence? I think not!
JPMorgan's Juggling Act: Picking Winners (and Losers?)
JPMorgan – sounds like a fancy tea brand! They reckon defense is the best bet. Apparently everyone's spending more on it like a never ending Christmas shopping spree. They like Rheinmetall and Babcock International but I like Jelly Babies better. So if you invested you can enjoy an additional Jelly Baby from my share. I'm also told Germany's spending spree could also benefit materials firms Thyssenkrupp Umicore and Elementis. That sounds a bit like the stuff I use to fix Teddy when he has accidents.
Chemical Capers and Bond Blunders!
Apparently chemicals might do well because energy prices are lower. They mentioned Evonik Industries and Akzo Nobel. Sounds like names for a particularly grumpy cat and someone who likes winning Nobel prizes to me. But watch out! Bonds might be tempting. Like a shiny red button but if you press it things might go boom! "Trade uncertainty is far from over and the likely tariffs increase will end up much higher than anybody expected at the start of the year. The chances are that bond yields keep moving up potentially for the wrong reasons," they write. You have been warned! *maniacal laugh*
Tea Time Tumbles! Should I panic?
So what does it all mean? Well it means I might have to cut back on the biscuits with my tea. And maybe just maybe teach Teddy how to invest. But mostly it means things are a bit... complicated. As always! I guess I'll just keep polishing my Mini and hope for the best. And maybe just maybe find a way to blame it all on Irma Gobb.
joneisancient
I'm scared.