Wake Up to Money A round of relief
Jan 9, 2026
Marissa Poster, co-founder of Perfect Ted, shares insights on her matcha brand's growth and the impact of political shifts on business decisions. Obi Edukeme, global equities fund manager, discusses how tariff uncertainties affect stock valuations. Frances Coppola, an independent economist, analyzes the repercussions of tariffs on international trade, while John Weber explains the mechanics of business rates and their effects on hospitality. The panel also explores the surge in January holiday bookings and travel trends for 2026.
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Tariffs Depress Supply-Chain Stocks
- Tariffs are creating prolonged uncertainty that depresses valuations for companies tied to global supply chains.
- A potential easing of US tariffs could sharply re-rate exposed consumer and electronics stocks.
Matcha Startup Grew From Necessity
- Marissa Poster launched Perfect Ted after struggling to find matcha in the UK in 2020.
- The brand grew from a kitchen-table startup to a major UK retail player within four years.
Tariffs Spur Supply Diversification
- Tariff redirects can create supply opportunities as producers seek new markets outside the US.
- Some sectors may benefit from redirected exports and diversified sourcing.