The year 2025 could be one of the busiest years for bond vigilantes in decades - since the beginning of the year, investors have already dictated their will to politicians in the US, UK and Japan several times. Have these "guardians" of the market become stronger, or do they have more reasons to fear?

On a short leash: How "bond vigilantes" impose their will on politicians

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?  

Meta Platforms, Inc.

U.S. President Donald Trump signed the "Big Beautiful" law - it involves increased spending and an increase in the state budget deficit. At the same time, Trump said that his administration began sending out notices about the introduction of increased duties from August 1 - they will be received by countries with which the U.S. has not concluded new trade agreements. The main events from June 30 to July 4 - in our review;

Highlights of the week: 'Big Beautiful' law, letters from Trump, minister's tears

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

BP p.l.c.

Shell plc

The main UK index, the FTSE 100, is heavily weighted towards energy companies and traditionally defensive stocks

Citi named the UK market as the best defense against geopolitics. Where can you invest?

Components for the US aerospace industry will be imported from the UK with a zero rate, and cars within 100,000 units will be imported with duties of 10%