Latest market news

Independent UK financial coverage with full source attribution.

Macro

UK headline CPI fell to 2.6% in June 2026; core rose to 2.6%

UK headline inflation came in at 2.6% in June 2026, below the 2.7% consensus and down from 2.8% in May, while core CPI rose to 2.6% year-on-year against a 2.5% estimate. Finnhub reported market reaction to the overall print as muted.

4 sources
Energy

Equinor Q2 2026 adjusted operating income rises 76% to $11.482bn

Equinor reported Q2 2026 adjusted operating income of $11.482bn, up 76% year-on-year, and adjusted operating income after tax of $3.225bn, up 93% from $1.670bn. Norway's crude output reached 1.827 million barrels per day in June, exceeding official Norwegian Offshore Directorate forecasts.

3 sources
Technology

Alphabet Q2 2026 beats estimates; $200bn capex guidance raised, Gemini Pro delayed

Alphabet reported Q2 2026 revenue growth exceeding analyst expectations for a 12th consecutive quarter and raised annual capital expenditure guidance to $200 billion, a 100% year-over-year increase in quarterly spending. A delay to the Gemini Pro release was also noted alongside the results.

3 sources
Macro

Dow drops 500+ points; Alphabet, Tesla and WTI crude move sharply

The Dow Jones Industrial Average fell over 500 points on 23 July 2026, its steepest one-day drop in a month, as Alphabet (GOOGL) and Tesla (TSLA) sold off heavily and WTI crude oil approached $100 per barrel.

6 sources
Macro

30-year US Treasury yield approached 5.2% on 24 July 2026

The 30-year US Treasury yield rose toward 5.2% on 24 July 2026, extending a move that had already brought US Treasury yields to their highest levels of 2026 by 23 July. A global bond selloff accelerated over the period, with oil price rises and Federal Reserve rate-hike expectations reported as contributing factors.

22 sources
Technology

Google fined €890m by EU under Digital Markets Act

The European Commission fined Alphabet's Google €890 million for self-preferencing in Search and blocking alternative payments on Google Play, drawing a tariff threat from the Trump administration.

10 sources
Commodities

Brent crude hits $100.30, WTI $91.70 amid Persian Gulf shipping attacks

Brent crude rose to $100.30 per barrel and WTI climbed to $91.70 per barrel, each gaining over $10 per barrel since Monday, following more than 60 commercial ship attacks across Persian Gulf chokepoints; European natural gas prices rose to four-month highs and U.S. equity markets declined as crude crossed $100.

44 sources
Macro

Valdrans Market Pulse: 101 corroborated market-moving stories tracked in week of 20 July 2026

The Valdrans Market Pulse tracked 101 corroborated market-moving stories in the week of 20 July 2026 (76 market, 25 breaking-news), drawn from 1,775 source items across 14 sources.

Financials

AXP Q2 2026: filings, holdings, and macro context

Consumer

PM Q2 2026: filings, holdings, and macro context

Technology

TXN Q2 2026: filings, holdings, and macro context

Technology

NOW Q2 2026: filings, holdings, and macro context

Communications

CMCSA Q2 2026: filings, holdings, and macro context

Communications

TMUS Q2 2026: filings, holdings, and macro context

Industrials

UNP Q2 2026: filings, holdings, and macro context

Industrials

LMT Q2 2026: filings, holdings, and macro context

Healthcare

JNJ Q2 2026 update — filings and holdings

Technology

ISRG Q2 2026: filings, holdings, and macro context

Industrials

GM Q2 2026: filings, holdings, and macro context

Financials

SCHW Q2 2026 update — filings and holdings