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Independent UK financial coverage with full source attribution.

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Financials

V Q2 2026: filings, holdings, and macro context

24 May 2026
Consumer

HD Q3 2025: filings, holdings, and macro context

24 May 2026
Technology

AVGO Q2 2026: filings, holdings, and macro context

24 May 2026
Technology

NFLX Q1 2026: filings, holdings, and macro context

24 May 2026
Healthcare

LLY Q1 2026: filings, holdings, and macro context

24 May 2026
Commodities

Brent falls 5.9% to $97.44 as US-Iran Hormuz negotiations advance

European session dominated by sharp oil price moves on conflicting US-Iran diplomatic signals, with Italian equities reaching a 26-year record high.

25 May 202615 sources
Energy

Iran conflict reshapes global energy supply as Hormuz flows hit 5% of normal

A turbulent weekend dominated by Middle East energy disruption, a hawkish Fed leadership change, record Nvidia earnings, and late-breaking US-Iran peace signals

24 May 202615 sources
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