The market is skeptical about the UK government's chances of closing the budget hole without harming the economy

Traders bet against the British pound ahead of the presentation of the country's draft budget

Howmet Aerospace Inc.

Lockheed Martin Corporation

RTX Corporation

Northrop Grumman Corporation

U.S. defense and aerospace companies begin reporting this week. On October 21, Lockheed Martin, Northrop Grumman and RTX Corporation, among others, will present their financial results for the third quarter. All three companies are on the list of recommendations from Deutsche Bank and Morgan Stanley. What should you consider when investing in this sector?

Shifting investor sentiment and new risks for U.S. defense companies: what banks are writing

Wall Street analysts disagreed on the government shutdown in the US. Some warned that it could be more painful for the economy and markets than in the past, carrying risks ranging from delays in the publication of macro statistics to the disruption of IPOs. Others, on the contrary, remain calm and say that the government shutdown will be short-lived and that historically it has had little impact on markets and the economy.

'Bureaucratic purgatory at the worst possible time': Wall Street on the US shutdown

Tesla, Inc.

Meta Platforms, Inc.

Ilon Musk has announced the formation of a political party, can he succeed where dozens of politicians before him have failed? What U.S. President Donald Trump's Big Beautiful Law initiative could be a step toward unconditional basic income? Why are tech giants building data centers on borrowed time? And finally, why have the number of parties and celebrations declined over the past 20 years? The most interesting things in economists' blogs - in our review.

Advice to Musk, Trump's baby bills, zero parties: highlights from economists' blogs

Amazon.com, Inc.

In early June, Amazon founder Jeff Bezos was preparing to marry Lauren Sanchez when Ilon Musk began publishing a series of critical posts about the "Big Beautiful" bill that US President Donald Trump was actively promoting. It got to the point where Musk mentioned Trump's name in connection with the "Jeffrey Epstein list" and the president threatened to deprive the main sponsor of his election campaign of government contracts. Apparently, despite the pre-wedding rush, Jeff Bezos decided not to miss the moment and try to get Musk's space government contracts. Does he have a chance to do so?

Billionaire Star Wars: Will Bezos be able to get Musk's government contracts

Classical economic theory is based on rational consumer behavior and does not suggest that emotions are sometimes a key driver of some decisions and events. But British Chancellor of the Exchequer Rachel Reeves' tears in the House of Commons last week precisely caused a nervous reaction from investors, who staged a £3 billion sell-off. Independent analyst Mikhail Zavaraev discusses what, setting aside emotions, an investor should pay attention to on the British market in the near future.

What's an investor in Britain's market to do if the finance minister cries?  

On the US Independence Day, July 4, President Donald Trump signed the "Big Beautiful" law. Most economists criticize the document for inflating the national debt and deficit, but there are those who hope for a positive effect from it. Another subject under discussion is AI and its impact on the labor market. Several top managers have predicted millions of job losses due to the development of artificial intelligence. Is this really the case?

"Trump's 'debt bomb', AI and the 'prize' for a degree: the main thing from economists' blogs

BAE Systems plc

Babcock International Group PLC

The UK in early June announced the strongest increase in military spending since the end of the Cold War. This was in response to regular and persistent U.S. calls for Europe to take more responsibility for its security. But money fetishism in defense matters can serve a bad service: it is important not just to spend money, but to build a combat-ready army;

Will Britain's new defense strategy bring a victory for its economy

The complete loss of the highest credit rating is a consequence of the U.S. budget problems that have been growing for years. Debt is mounting, it is becoming record expensive to service, and markets are already demanding a risk premium. Does the White House have ways to solve this problem?

Rising spending and massive debt: does the U.S. have quick ways to solve the budget problem

Analysts expect Ilon Musk's Tesla to transform from an automobile company into a diversified technology company, where energy storage systems, unmanned cabs and even humanoid robots could become the main business drivers. But this is all a matter of the distant future, and in the meantime Tesla's business is being killed by politics.