Morning! Graham here.
Huge thanks to Paul for volunteering to do yesterday’s report, even though I was scheduled to do it. He didn’t know this, but I had just spent three days in Newcastle. I am still recovering.
For today’s report, I’m tempted to wade into controversial topics with a look at the macro outlook but we also have updates from:
SDI (LON:SDI)Pressure Technologies (LON:PRES)City of London (LON:CIN)Hipgnosis Songs Fund (LON:SONG)I have to leave the office at 1pm so the report will be finished by then, whether I like it or not.
Cheers
Graham
The Boom is Back
When the din of politics gets very loud, it can overshadow company news. This most certainly happened over the last few days.
If you’ve been looking at the comments on the SCVR recently, then you’ll know what I mean. The dreaded ‘B’ word, and the ‘E’ word, dominated the thoughts of many readers.
Most of the time, I try to stay on higher ground and focus on companies. But the macro picture truly is of great interest…
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