Ekonomie 2 Únor 2026 - 5 Duben 2026

Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter

Glencore plc čelí nové zkoušce v Mount Isa, protože projekt Jervois Copper může obejít hutní závod

Glencore faces uncertainty at its Mount Isa copper smelter as Jervois project backers consider bypassing it for refining, despite recent government support. KGL Resources, which controls Jervois, secured a $300 million streaming deal with Wheaton Precious Metals and is in talks with global traders. Processing fees have hit record lows due to Chinese overcapacity and concentrate shortages.
7 dubna, 2026
M&G Plc Shares Slide Ahead of 2025 Results as Dividend and Cash Generation Face Test

Akcie M&G Plc klesají před výsledky za rok 2025, dividendy a tvorba hotovosti budou pod tlakem

M&G Plc shares fell 2.1% Monday, closing at 297 pence ahead of Thursday’s 2025 results release. Analysts expect adjusted pre-tax operating profit of £820 million, down from £837 million in 2024, and capital generation of £729 million, down from £933 million. Assets under management are forecast to rise to £372 billion. The dividend is seen edging up to 20.5 pence per share.
5 dubna, 2026
Glencore Pushes South Africa Smelter Job-Cut Deadline to April 7 as Eskom Talks Enter Final Week

Glencore posouvá termín propouštění v jihafrické huti na 7. dubna, jednání s Eskomem vstupují do finální fáze

Glencore’s South African ferrochrome plant delayed a layoff decision to April 7 after Eskom requested more time to finalize a discounted electricity deal at 62 South African cents/kWh. Up to 1,500 jobs remain at risk as only 11 of 66 smelters operate, with electricity prices up over 900% since 2008. The Glencore-Merafe venture reported a 63% drop in 2025 ferroalloy output. NERSA approval is still required for any new tariff.
3 dubna, 2026
Barclays share price: BARC.L faces a new test after MFS collapse rattles lenders

Cena akcií Barclays: BARC.L čelí nové zkoušce poté, co kolaps MFS otřásl věřiteli

Barclays shares fell 4.19% to 452.85 pence on Friday after concerns over losses tied to the collapse of UK lender Market Financial Solutions. Barclays froze MFS-linked accounts in January, according to weekend reports. MFS entered administration after allegations of financial irregularities, with only £230 million in assets backing £1.16 billion in loans. UK house prices rose 0.3% in February, beating forecasts.
2 dubna, 2026
Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone

Mineral Resources Limited čelí novému riziku pro Onslow Iron, protože přístav Ashburton zůstává po cyklonu uzavřený

Ashburton port in Western Australia remains closed after ex-tropical cyclone Narelle, disrupting Mineral Resources’ Onslow Iron exports. Dampier port reopened March 28, but engineering checks at Ashburton will continue into next week with no reopening date set. Mineral Resources’ net debt stood at AUD 4.9 billion as of December 31. Onslow Iron shipped 17.3 million tonnes in the first half of the year.
30 března, 2026
NatWest Share Price Rises as Deutsche Bank Lifts Target, but UK Mortgage Risks Linger

Cena akcií NatWest roste díky zvýšení cílové ceny od Deutsche Bank, ale rizika britských hypoték přetrvávají

NatWest Group shares rose 0.9% to about 540 pence Friday after Deutsche Bank raised its price target to 840 pence, calling the bank “unfairly undervalued.” Capital Group cut its stake below 5%. Chancellor Rachel Reeves met bank executives as 1.6 million UK borrowers face expiring fixed-rate mortgages this year. NatWest continued share buybacks, leaving 195.1 million shares in treasury.
29 března, 2026
Reckitt Benckiser Group plc Stock Price Today: Shares Rise After Buyback, but Margin Worries Linger

Aktuální cena akcií Reckitt Benckiser Group plc: Akcie rostou po zpětném odkupu, ale obavy o marže přetrvávají

Reckitt shares rose 0.59% to 5,110 pence Tuesday after the company bought back 157,000 shares as part of its ongoing £1 billion repurchase program. The stock remains well below its 52-week high. Investor concerns persist over margin warnings, currency pressures, and weak European demand. Reckitt now holds 29.4 million treasury shares, with 644.6 million voting shares outstanding.
25 března, 2026
Lloyds Banking Group Share Price Holds Near 93p as FCA Motor Finance Update Looms

Cena akcií Lloyds Banking Group se drží poblíž 93 pencí, zatímco se blíží aktualizace FCA ohledně financování automobilů

Lloyds Banking Group shares hovered near 92.68 pence in London on Tuesday as investors awaited the UK regulator’s decision on motor finance compensation, due March 30 after markets close. The FCA estimated the cost of the plan at nearly £11 billion, with Lloyds among the banks most exposed. FTSE 100 was down 0.1% and UK banks fell 0.9% amid broader market volatility.
24 března, 2026
ADP Stock Under Fresh Scrutiny as SEC Filings Show Mixed, Delayed Fund Moves

Akcie ADP pod novým drobnohledem: Zprávy SEC odhalují smíšené a zpožděné přesuny fondů

TABR Capital Management disclosed a $4.55 million stake in ADP in January, then reported a full exit by month’s end. ADP’s fiscal Q2 revenue rose 6% to $5.36 billion, with diluted EPS up 11% to $2.62. The board approved a new $6 billion share buyback. Institutional ownership signals remain mixed, with some funds cutting and others increasing positions.
24 března, 2026
Woodside Energy Stock Price in Focus as Oil Hits Highest Since 2022 and Australia Eyes Gas Tax

Akcie Woodside Energy v centru pozornosti: Cena ropy nejvýše od roku 2022 a Austrálie zvažuje daň z plynu

Brent crude closed Friday at $112.19 a barrel, its highest since July 2022, lifting Woodside Energy shares 1% to 34.04 AUD. Canberra is considering a windfall gas tax as LNG spot prices in Asia hit three-year highs. Woodside last week named Liz Westcott as CEO, who cited the Louisiana LNG project as a key priority. The company expects a production decline in 2026 after warning investors in January.
23 března, 2026
Diageo Stock Price Ends Near 52-Week Low as Investors Wait for Turnaround Proof

Cena akcií Diageo končí blízko 52týdenního minima, investoři čekají na důkaz obratu

Diageo shares closed Friday at 1,400 pence in London, near a 52-week low, after cutting its 2026 sales outlook and halving its interim dividend to 20 cents. About 24.6 million shares traded as the FTSE 100 fell 1.4% amid Middle East tensions and rate hike fears. CEO Dave Lewis plans to present a new strategy later this year. Net debt stands at $21.7 billion.
22 března, 2026
SSE PLC share price falls 3% as UK rate fears eclipse Ferrybridge battery launch

Cena akcií SSE PLC klesá o 3 %, obavy z britských sazeb zastínily spuštění baterie ve Ferrybridge

SSE shares fell 3% Friday to 2,573p, underperforming the FTSE 100, which dropped 1.4%. The decline followed a 52-week high earlier in the week and came despite Jefferies raising its price target. SSE launched its 150 MW Ferrybridge battery project and listed over 5 million new shares, mostly via scrip dividend. Investors focused on rising UK borrowing costs and rate hike risks for utilities.
21 března, 2026
Lloyds Banking Group Stock Price Falls After Bank of England Hawkish Hold Hits UK Bank Shares

Cena akcií Lloyds Banking Group klesá poté, co jestřábí postoj Bank of England zasáhl britské bankovní akcie

Lloyds Banking Group shares fell 3.7% to 92.94 pence Thursday after a broad sell-off hit London markets; the FTSE 100 dropped 2.48%. The Bank of England held rates at 3.75% but flagged inflation risks, prompting traders to price in two hikes by year-end. HSBC shares slid 2.7%. Lloyds also faces political scrutiny over a recent app error exposing customer data.
20 března, 2026
National Australia Bank Stock Price Rises: Why NAB Shares Gained on Rate-Hike Bets

Cena akcií National Australia Bank roste: Proč akcie NAB posílily díky sázkám na zvýšení sazeb

National Australia Bank shares rose 1.53% to 47.11 AUD Friday as traders bet on a possible Reserve Bank of Australia rate hike next week. Australia tapped up to 762 million liters of fuel reserves to ease shortages linked to the Iran war. NAB’s quarterly cash profit climbed 16% to 2.02 billion AUD, but its key capital ratio slipped to 11.48%. Brent crude traded at $100.13 a barrel.
15 března, 2026
Reckitt Stock: £540 Million Buyback Starts, but Margin Questions Still Hang Over Shares

Akcie Reckitt: Zahájen zpětný odkup za 540 milionů liber, ale otázky ohledně marží stále přetrvávají

Reckitt Benckiser launched the third phase of its £1 billion share buyback, repurchasing £540 million in shares days after annual results. Shares fell 10.6% for the week ending March 10, underperforming the FTSE 350. The company reported 5.2% growth in 2025 comparable sales but warned of market pressures and slow growth in some divisions. Reckitt returned about £0.9 billion to shareholders in 2025.
12 března, 2026
Dow Jones today: DJIA slides as financials wobble and a key inflation report nears

Dow Jones dnes: DJIA klesá, finanční sektor kolísá a blíží se klíčová zpráva o inflaci

The Dow Jones fell 236.36 points, or 0.48%, to 49,426.30 by 11:41 a.m. EST Thursday, pressured by financial and tech stocks. Blue Owl Capital dropped after announcing a $1.4 billion asset sale and halting redemptions. Deere jumped over 12% on a raised profit outlook. U.S. oil rose 2.6% to $66.71 a barrel amid U.S.-Iran tensions; S&P 500 and Nasdaq edged lower.
19 února, 2026
AMD stock holds a $216 handle in premarket as investors brace for jobs, CPI week

Akcie AMD se v předburzovním obchodování drží na úrovni 216 dolarů, investoři se připravují na týden s údaji o zaměstnanosti a inflaci CPI

AMD shares traded near $216 in early Tuesday premarket after closing up 3.53% at $215.80 on Monday, recovering from last week’s post-earnings drop. Investors await key U.S. jobs and inflation data this week, which could affect rate-cut bets and pressure chip stocks. AMD’s Q1 revenue outlook remains below the previous quarter, keeping focus on its competition with Nvidia in AI hardware.
10 února, 2026
Anthropic AI legal plug-in batters Relx, Wolters Kluwer as software and ad stocks slide

Právní plug-in Anthropic AI zasahuje Relx a Wolters Kluwer, akcie softwarových a reklamních firem klesají

RELX shares fell as much as 17% Tuesday, with Wolters Kluwer and Thomson Reuters down over 13% after Anthropic launched a legal plug-in for its Claude chatbot. Investors cited fears that generative AI could erode the pricing power of software, data, and advertising firms. Publicis also dropped after earnings. U.S. software stocks including Microsoft and Oracle declined in early trading.
3 února, 2026
Meta’s Reality Labs lost $19 billion in 2025 — what it means for Mark Zuckerberg’s metaverse reset

Divize Reality Labs společnosti Meta přišla v roce 2025 o 19 miliard dolarů — co to znamená pro restart metaverza Marka Zuckerberga

Meta’s Reality Labs posted a $19.2 billion operating loss in 2025, up from $17.7 billion the previous year. Fourth-quarter losses reached $6.0 billion on $955 million in revenue. Meta expects Reality Labs’ losses in 2026 to remain near 2025 levels. The division cut about 10% of staff, with up to 1,000 jobs eliminated.
2 února, 2026