Wake Up To Money

Will Bain looks at the latest market reaction after President Trump's tariffs announcement. Plus, the government sets out its changes to the ZEV mandate.

Graham MacDonald, Chief Executive of JCB, reveals exciting plans for increased investment in the U.S., navigating the impact of new tariffs. Tara Alice from McKinsey dives into the economic implications of these tariffs, discussing how companies like Nike and Apple are affected. Randeep Samel, Fund Manager at M&G, shares insights on market reactions amidst skyrocketing trade tensions. The conversation highlights the complexities facing UK businesses and the evolving global trade dynamics, all while keeping a playful nod to the trendy rise of bottomless brunches.

Former US President Donald Trump discusses his controversial announcement of universal tariffs, focusing on their potential impact on the automotive industry with a hefty 25% import tariff on foreign cars. Investment Director Lucy Coutts provides insights into market reactions and the shifting dynamics of global trade, emphasizing economic independence and the implications for the UK and EU. They also explore trade wars' effects on manufacturing decisions and how pop culture, like the upcoming Minecraft movie, contrasts with serious economic discussions.

Mark Pearson, founder of My Voucher Codes and investor at Fuel Ventures, shares insights on the implications of Donald Trump's 'Liberation Day' tariffs on global trade. He discusses the interconnectedness of tariffs and economic sectors, highlighting potential GDP losses, especially in automotive. The conversation shifts to the UK's evolving economy, innovations in gaming with the anticipated Nintendo Switch 2, and the importance of flexible corporate governance. Pearson also touches on recent corporate failures and the need for a renewed focus on long-term corporate responsibility.

Gervais Williams, Head of Equities at Premier Miton, shares valuable insights into stock market trends and the impact of tariffs on investments. Sunitha Southern, owner of Kira, dives into the culinary industry's challenges amid rising costs and shifting consumer behaviors. They explore the interplay between economic factors and hospitality, from the influence of budget decisions to the resurgence of consumer confidence. Plus, discover how political decisions shape travel trends and culinary innovations, including a viral Dubai chocolate bar.

This week, the spotlight is on the ripple effects of trade wars and tariffs on UK businesses, particularly a snack company eyeing the US market. Newcastle United's cup triumph showcases how sports can invigorate local economies. Challenges like new packaging regulations push companies towards sustainability while rising wages impact the hospitality sector. The lively atmosphere in Newcastle, filled with shopping and sports, mirrors broader discussions on global trade. It's a fascinating dive into how local successes tackle international economic shifts.

Kirsty Davies Chinook, Managing Director of Professional Polishing Services and founder of Women With Metal, joins Russ Mould, Investment Director at AJ Bell. The duo dives into the looming job losses at British Steel and the economic pressures faced by the steel and automotive sectors. They also explore the excitement surrounding Mother's Day spending and the predictions for consumer behavior. Additionally, they discuss the cautious outlook on AI's productivity claims and the implications of fiscal policies amidst rising national debt.

Tim Keaveney, Executive Chief Officer at HomeThings, discusses how economic factors and consumer confidence affect sustainable cleaning products. Colleen McHugh, an investment consultant at Wealthify, shares insights on market responses to inflation and economic news. The duo explores the implications of rising tariffs and trade tensions on businesses and consumers. They dive into challenges of maintaining sustainability and efficiency amid shifting regulations, while also highlighting community initiatives to foster local business support.

Julie White, Managing Director at D-Drill and chair of Build UK, discusses the anxiety in the construction sector ahead of the Spring Statement. Simon French, Chief Economist at Panmure Gordon, highlights how economic policy shifts impact business confidence. They dive into the ongoing bin strikes in Birmingham, addressing how local businesses are coping amid waste management challenges. The conversation also touches on the complexities of international developments affecting the UK economy and the frustrating ticket sales landscape driven by lack of transparency.

David Hall, Managing Director of Brita UK, discusses budget pressures squeezing the British TV industry, alongside Judith McKenzie, Head of Downing Fund Managers, who sheds light on recruitment challenges in financial services. Yagita Bauer, from Time Clinic, shares her insights on merging wellness with beauty innovations amid market uncertainties. The conversation dives into the impact of trade tensions and national insurance changes on business operations, while exploring strategies for maintaining consumer confidence in the face of economic turbulence.