The Bank of England keeps rates on hold, but the global economy? Not so chill. Oil prices are surging, war drums are thumping in the Middle East, and central banks can't agree on anything — except that it's all a bit of a mess.

Today on Bullhorn Daily, we explain what the BoE’s decision means for your wallet, why oil’s on a four-month high, and how Gen Z just became the most optimistic generation (yep, really). Plus: a beauty stock faceplants, construction booms in Europe, and everyone’s watching Friday like it’s a season finale.

Markets made simple. Finance without the fluff. Let’s go.

📋 Show Notes:

• BOE: The ‘Hold’ Heard Round LondonWhy the Bank of England left rates unchanged, and what that means for inflation, mortgages, and your future self.

• The Market Mood: Gloomy with a Chance of WarOil prices surge on fears of a U.S.-Iran escalation — we explain what’s happening and why it’s spooking investors.

• Stocks: Winners, Losers, and Total CollapsesFrom Revolution Beauty’s 40% crash to BP’s oil-fueled rally, we break down the biggest market moves.

• Gen Z: Finally Some Good News?Consumer confidence ticks up — and younger people are leading the charge. We look at why optimism is on the rise.

• Europe: Building Up, Tensions UpConstruction activity surprises to the upside, even as investor nerves fray across the continent.

• Asia: Oil Up, Stocks DownGeopolitical uncertainty sends Asian markets lower — with a few surprise winners.

• Quick Hits: Economy CornerAustralia’s job market, the Fed’s rate stance, and what’s next for inflation and growth.

• Tomorrow: What We’re WatchingRetail sales, public borrowing, Iran talks in Geneva, and a vibe check on Europe’s diplomacy efforts.

The Federal Reserve stands still while the rest of the world spins — and possibly burns. On today’s Bullhorn Daily, we break down why US interest rates remain unchanged, what the latest Fed forecasts mean for 2025, and why Jerome Powell’s crystal ball is looking a little cloudy.

Meanwhile, markets are flinching at every word out of Donald Trump’s mouth as tensions between Israel and Iran escalate — and the US edges closer to involvement. We look at how global stocks, oil prices, and safe-haven currencies are reacting to the geopolitical heat.

Plus: UK inflation stays sticky, the Bank of England’s next move hangs in the balance, and Singapore slashes its growth outlook. We also unpack the biggest movers on the London Stock Exchange — from Rathbones and ME Group to Tullow Oil’s brutal nosedive.

As always, we explain what matters, why it matters, and what it means for you — without the jargon. Let’s get into it.

📝 Show Notes:

• US Fed keeps interest rates steady for the fourth straight meeting

• Forecasts now suggest just two rate cuts in 2025, down from earlier expectations

• Jerome Powell warns of uncertainty from Trump’s tariff proposals

• Trump teases possible Iran strike, prompting market jitters and oil price volatility

• Dow and S&P dip while Nasdaq inches higher as investors stay cautious

• UK inflation holds at 3.4% — food prices surge, housing market cools

• Bank of England likely to hold rates steady at Thursday’s meeting

• CBI cuts UK growth forecast for 2025 to 1.2%

• FTSE ends higher, boosted by Rathbones, ME Group, and airlines

• Tullow Oil crashes after failed merger talks; PZ Cussons and AO World slide

• Europe’s Stoxx 600 hits lowest level since May 9 amid Middle East tensions

• Asia-Pacific markets mixed as Japan rallies, Hong Kong sinks

• Japan’s exports fall in May, Singapore growth expectations revised down

Follow Bullhorn Daily for your fast, fun, and clear-eyed take on global markets, investing, and the financial news that actually matters.

President Trump exits the G7 summit with a warning for Tehran and markets recoil. We unpack how the escalating Middle East crisis is rattling investors, lifting oil, and souring global sentiment. Plus, US retail sales slump, airline shares dive, and the UK clinches a trade deal with Washington. From Wall Street to Westminster, here’s what you need to know.

📝 Show Notes:

• US stocks fell sharply Tuesday as President Trump called for the evacuation of Tehran and issued threats against Iran’s leadership.

• Oil prices jumped after tanker collisions and tensions in the Strait of Hormuz, fuelling gains in energy stocks and heavy losses in travel names.

• US retail sales declined 0.9% in May — the steepest drop in four months — while capacity utilisation missed expectations and housing sentiment dropped to 2022 lows.

• Trump and UK Prime Minister Keir Starmer signed a new bilateral trade deal, lifting tariffs on British exports.

• European markets declined as the conflict intensified, though German investor sentiment surged to a 26-month high.

• Asia-Pacific equities were mixed, with Japan rising and China slipping. The Bank of Japan held rates steady but signalled a slow unwind of bond purchases.

• Trump failed to strike a trade deal with Japan, raising the prospect of steep US tariffs on Japanese goods next month.

• Ocean Wilsons soared in London after announcing a merger with Hansa Investment Company.

• Morgan Sindall and B&M also rallied on upbeat updates, while Bunzl slumped on a broker downgrade.