HSBC Holdings plc

Lloyds Banking Group plc

Barclays PLC

Nikolay Storonsky, founder of Revolut, has <a href="https://www.bloomberg.com/news/articles/2025-10-07/revolut-s-billionaire-ceo-shifts-residence-from-uk-to-mideast">moved to</a> the UAE. One of the richest Britons, whose fortune according to the Bloomberg Billionaires Index exceeds $14 billion, took this decision a year ago, in anticipation of a major tax reform, abolishing from 2025 exemptions on foreign income and protection of foreign trusts. The UAE's lenient tax regime could help Storonsky save on taxes, especially if Revolut's IPO takes place, according to experts interviewed by Oninvest. However, the move has some disadvantages - British regulators are closely monitoring the change of residency

The Xi of residency: why did Revolut co-founder Storonsky trade London for Dubai?

Europe's most valuable startup has 65 million customers in 40 countries

FT: UK regulator delays Revolut's issuance of full banking license

Diageo plc

IG Group Holdings plc

Dunelm Group plc

The FTSE 100 index of UK equities posted its best quarter since the end of 2022

Investors are choosing UK stocks over the US. Which companies to look out for?

FedEx Corporation

Lennar Corporation

Cracker Barrel Old Country Store, Inc.

The downward revision of the preliminary data on the number of new jobs created in the U.S. economy in the 12 months to March 2025 inclusive, strengthened Wall Street's confidence that the U.S. Federal Reserve will begin a cycle of aggressive rate cuts. The key event this week will be the regulator's meeting, following which it will announce a decision on monetary policy. Despite the fact that US inflation is above the Fed's 2% target, a weakening labor market almost guarantees an interest rate cut at the upcoming meeting, <a href="https://www.barrons.com/articles/fed-meeting-fedex-lennar-bullish-earnings-98fc31b5?mod=RTA#:~:text=But%20it%E2%80%99s%20Fed%20Chairman%20Jerome%20Powell%20and%20the%20FOMC%20that%20will%20take%20center%20stage.%20Despite%20inflation%20running%20above%20the%20Fed%E2%80%99s%202%25%20target%2C%20a%20weakening%20labor%20market%20all%20but%20assures%20an%20interest%2Drate%20cut%20at%20the%20meeting.">according to</a> Barron's. The main question on investors' minds is how many more rate cuts will follow before the end of this year and into 2026.

US Fed rate and FedEx earnings: what investors need to know this week

UK responds to NATO airspace violation over Poland

Oil prices rose amid increased sanctions pressure on Russia

Rising UK bond yields are a signal to London that borrowing will become more expensive

UK bond yields hit a 27-year high. EU bonds are also at their peak

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%