Marcin Frąckiewicz

Barclays Reverses 2026 Fed Call as Oil Shock Forces Wall Street Reset
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Barclays Reverses 2026 Fed Call as Oil Shock Forces Wall Street Reset

Barclays has dropped its forecast for a U.S. Federal Reserve rate cut in 2026, citing higher oil prices and persistent inflation. The bank now expects Brent crude to peak at $115 a barrel in Q2 and headline PCE inflation to reach 3.8% next year. Barclays’ new outlook aligns with recent shifts by Morgan Stanley, J.P. Morgan, and HSBC. London trading was closed Monday for a UK holiday.
May 4, 2026
Imperial Brands Buyback Keeps £1.45 Billion Cash Return in Focus Before Key Results
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Imperial Brands Buyback Keeps £1.45 Billion Cash Return in Focus Before Key Results

Imperial Brands bought back 220,000 shares for cancellation on May 1, spending about £6.2 million at an average price of 2,802.05 pence each. The London market is closed for the Early May bank holiday, with the next trading session set for Tuesday ahead of Imperial’s May 12 half-year results. Investors are watching for updates on cash returns and market-share pressures. Imperial shares last closed at 2,816.50 pence.
May 4, 2026
NatWest Profit Jump Runs Into a £140 Million Warning Before Tuesday Reopen
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NatWest Profit Jump Runs Into a £140 Million Warning Before Tuesday Reopen

NatWest reported a first-quarter pre-tax profit of £2.03 billion, up 12.2%, and raised its 2026 income outlook, but booked a £283 million loan impairment charge after cutting UK growth forecasts. Trading in NatWest is paused for the Early May Bank Holiday, leaving Friday’s stock drop as the last market signal. Investors are weighing stronger lending income against higher credit risk.
May 4, 2026
HSBC Holdings Plc’s Indonesia Exit Hands OCBC 336,000 Clients Before Earnings Test
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HSBC Holdings Plc’s Indonesia Exit Hands OCBC 336,000 Clients Before Earnings Test

HSBC will sell its Indonesian wealth and premier banking business to OCBC’s local unit, transferring 336,000 clients and S$6.6 billion in assets. The deal includes IDR89.8 trillion in assets under management and a small retail loan book. The price, not yet disclosed, will include a premium of up to S$480 million. OCBC expects to close the transaction in Q2 2027, pending conditions.
May 4, 2026
Unilever’s India Rally Puts Its Price-Hike Plan Under Fresh Scrutiny
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Unilever’s India Rally Puts Its Price-Hike Plan Under Fresh Scrutiny

Hindustan Unilever shares climbed 2.6% to ₹2,309.05 on Monday, outpacing India’s market after Unilever’s global cost warnings and price hike plans. Unilever reported 7% sales growth in India and began a €1.5 billion share buyback. The company faces €750–900 million in expected cost inflation this year, with price increases likely to continue. Unilever’s London shares rose 2.56% on Friday to £44.07.
May 4, 2026
Lloyds Bank Is Closing 37 Branches Next Month as Digital Banking Push Faces Fresh Test
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Lloyds Bank Is Closing 37 Branches Next Month as Digital Banking Push Faces Fresh Test

Lloyds Bank will close 37 UK branches in June amid a broader shift to digital banking, weeks after a March app glitch exposed customer transaction data. The closures affect Lloyds, Halifax, and Bank of Scotland sites. Lloyds shares were not trading Monday due to the Early May Bank Holiday. The bank says falling branch use and customer demand for digital services drive the move.
May 4, 2026
ideaForge Stock Hits 20% Upper Circuit After Profit Swing: Why the Drone Maker Is Back Above IPO Price
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ideaForge Stock Hits 20% Upper Circuit After Profit Swing: Why the Drone Maker Is Back Above IPO Price

ideaForge Technology shares hit their 20% daily price cap Monday after the drone maker reported a March-quarter net profit of ₹59.99 crore, reversing a loss a year earlier. Revenue surged 594% to ₹141.04 crore, driven by defence orders. The stock closed at ₹731.10 on BSE, above its IPO price. IIFL upgraded the stock to “buy” and raised its target price to ₹1,187.
May 4, 2026
Vedanta’s 60% ‘Crash’ Wasn’t a Crash: Five-Way Demerger Sets Up Next Stock Test
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Vedanta’s 60% ‘Crash’ Wasn’t a Crash: Five-Way Demerger Sets Up Next Stock Test

Vedanta Ltd shares jumped 8.5% to ₹294.65 on Monday, rebounding after last week’s demerger price reset. The stock had dropped over 60% on April 30 as four businesses were spun out, with new listings expected by mid-June. Vedanta’s Q4 profit after tax rose 89% to ₹9,352 crore, and revenue increased 29% to ₹51,524 crore. The company now trades ex-demerger, with shareholders set to receive shares in each new entity.
May 4, 2026
McDonald’s Six New Drinks Hit Menus This Week as the Beverage War Heats Up
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McDonald’s Six New Drinks Hit Menus This Week as the Beverage War Heats Up

McDonald’s will add six specialty drinks, including fruit refreshers and “dirty sodas,” to U.S. menus on Wednesday, aiming to boost traffic with beverages as stand-alone items. The move follows tests in over 500 locations and comes as rivals like Starbucks and Taco Bell expand drink offerings. The new lineup includes boba and cold foam options. Some early reviews noted inconsistent fruit sizes and lid fit.
May 4, 2026
BPCE Buys Novo Banco For €6.7 Billion — Why The Portugal Deal Matters Now
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BPCE Buys Novo Banco For €6.7 Billion — Why The Portugal Deal Matters Now

France’s BPCE has completed its €6.7 billion acquisition of Novo Banco, taking full ownership from Lone Star Funds, the Portuguese state, and the Resolution Fund. The deal makes Portugal BPCE’s second domestic retail market. Portugal’s government received €1.673 billion for its 25% stake, marking its exit from Novo Banco, which was created in 2014 after Banco Espírito Santo’s collapse.
May 4, 2026
iPhone 18 Pro Price Surprise: Apple May Keep Base Models Flat While AI Costs Bite
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iPhone 18 Pro Price Surprise: Apple May Keep Base Models Flat While AI Costs Bite

Apple may keep base prices for the iPhone 18 Pro and Pro Max at $1,099 and $1,199 in the U.S. this fall despite rising memory and storage costs, according to analyst Jeff Pu. Higher storage versions could see price increases. Reports also point to a smaller Dynamic Island and new camera features in iOS 27. Apple’s WWDC26 runs June 8–12 and will highlight AI and software updates.
May 4, 2026
BASF Stock’s Dividend Payday Has a Catch as Barclays Sees 26% Downside
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BASF Stock’s Dividend Payday Has a Catch as Barclays Sees 26% Downside

BASF shares rose 3.09% to 54.11 euros midday Monday, outperforming the DAX despite trading ex-dividend. Shareholders approved a 2.25-euro dividend and major restructuring, including the hive-down of Agricultural Solutions. BASF’s dividend yield stands at 5.06%, leading its sector. Barclays kept an “Underweight” rating, citing limited near-term upside and a 40-euro price target.
May 4, 2026
Heating Oil Prices Face Fresh Shock as Brent Jumps on Hormuz Tensions
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Heating Oil Prices Face Fresh Shock as Brent Jumps on Hormuz Tensions

Brent crude rose $5.52 to $113.69 a barrel Monday after reports of a U.S. warship incident near the Strait of Hormuz, pushing German heating-oil prices higher. U.S. President Trump announced a plan to assist ships stranded in the strait. OPEC+ agreed to a modest June output hike, but analysts say Hormuz disruptions limit real supply increases. German households face rising heating-oil costs as market volatility continues.
May 4, 2026
Amazon Supply Chain Services Launch Puts UPS and FedEx Under New Pressure
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Amazon Supply Chain Services Launch Puts UPS and FedEx Under New Pressure

Amazon.com launched Amazon Supply Chain Services, opening its logistics network—including freight, warehousing, and parcel delivery—to outside businesses. Early clients include Procter & Gamble, 3M, Lands’ End, and American Eagle. UPS and FedEx shares fell in premarket trading, while Amazon stock rose. The service uses Amazon’s network of over 80,000 trailers, 24,000 containers, and more than 100 aircraft.
May 4, 2026
Why NextDC Limited’s A$750 Million Debt Deal Matters for ASX Data-Centre Stocks
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Why NextDC Limited’s A$750 Million Debt Deal Matters for ASX Data-Centre Stocks

NextDC’s A$750 million subordinated notes sale attracted A$1.2 billion in orders, The Australian reported Sunday. The funding will accelerate construction of its S4 Western Sydney data centre amid surging AI and cloud demand. The notes mature in 2030 and were priced at 350 basis points over BBSW. NextDC’s contracted utilisation rose to 667 megawatts as of March 31.
May 4, 2026
ALS Ltd Stock Faces May 18 Test as Investors Hunt for Margin Clues
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ALS Ltd Stock Faces May 18 Test as Investors Hunt for Margin Clues

ALS Ltd will brief investors on May 18 after first-half FY26 underlying revenue rose 13.3% to A$1.66 billion and EBIT climbed 14.7% to A$287.2 million. The company raised its FY26 organic revenue growth target but trimmed guidance for Life Sciences. ALS shares closed at A$21.36 on May 1, up 24% over the past year. Investors are watching for margin recovery and updated guidance.
May 4, 2026
CAR Group Limited Stock Faces Monday Test After AustralianSuper Stake Crosses 5%
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CAR Group Limited Stock Faces Monday Test After AustralianSuper Stake Crosses 5%

AustralianSuper has disclosed a 5.16% stake in CAR Group Limited, joining State Street, BlackRock, and Vanguard as substantial shareholders. CAR appointed Michael Sapountzis as company secretary, replacing David McIndoe, effective April 29. Shares closed at A$25.26 on May 1, down from a 52-week high of A$42.06. The ASX cash market had not opened as of 08:03 AEST.
May 4, 2026
Sandfire Resources Stock Rebounds, But One Copper Risk Is Still Hanging Over It
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Sandfire Resources Stock Rebounds, But One Copper Risk Is Still Hanging Over It

Sandfire Resources closed at A$16.78 on May 1, up 2.88% after a prior drop, amid fresh equity filings and operational concerns. The company kept FY26 copper-equivalent guidance at 149,000–165,000 tonnes but warned output may be at the lower end. Q3 group copper-equivalent output reached 34,500 tonnes. CEO Brendan Harris sold 172,333 shares to cover tax after vesting rights, holding 665,305 shares indirectly.
May 4, 2026
Charter Hall’s childcare rent test: G8 suspensions put managed REIT in focus
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Charter Hall’s childcare rent test: G8 suspensions put managed REIT in focus

Charter Hall Social Infrastructure REIT said G8 Education will suspend operations at five childcare centers it leases, affecting about 1% of the trust’s income. G8 will continue to meet lease payments while reviewing its business. CQE reported a 7.1% average rent increase from 33 market reviews and contracted five asset sales at a premium. G8’s spot occupancy fell to 56.4% as of April 24.
May 4, 2026
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