
Nick Parsons
1K posts

Nick Parsons
@NickParsonsSMS
Simply Macro Strategy - founded by a 30+ year City veteran - provides bespoke research on investment issues; global, local, financial and political





📽️ WHAT JUST HAPPENED? Another 24 hours on the Trump/Iran economic rollercoaster🎢 Here's our latest primer on the extraordinary economic events and the latest from the Persian Gulf👇



🚨🇬🇧🇨🇾 UK Deputy PM David Lammy this morning “Cyprus is part of NATO” “We work closely with our allies - because Cyprus is a NATO Country” Just one problem - Cyprus is NOT a NATO Country 🤡


Just reminder who cut the British armed forces Since 2010, under the Tories, the British Army has dropped from around 102,000 regular soldiers to about 73,800 today. That’s nearly 30,000 soldiers gone on their watch. The Army is now the smallest it’s been since Napoleonic times. The RAF has fallen from around 44,000 in 2010 to about 31,000. The Royal Navy is running at roughly 29,000 regulars, struggling with recruitment and retention. Same guys who talk about bombing campaigns but have single handedly destroyed our armed forces.

🎥Today was supposed to be all about the latest UK govt economic forecasts... and then the wholesale gas price jumped at the fastest rate EVER. Now Europe faces the spectre of another energy crisis... Our latest data dive, day 2 on the economic consequences of the Iran War👇







The Office for Budget Responsibility has cut net migration forecasts but that is entirely due to growing numbers of British people leaving the country It says net migration levels will be 60,000 a year lower than previously forecast. 'This is driven entirely by a more negative assumption for net migration by British nationals It says that as a result by 2030 the adult population will be 200,000 lower than forecast in November



"She's dealing with things that are quite simply beyond her control." Sky's @BethRigby previews what to expect from Rachel Reeves' spring forecast, which comes amid a backdrop of conflict in the Middle East. trib.al/rbeWjuE 📺 Sky 501, Virgin 602, Freeview 233

👀Looks like Iran has hit the oil facilities at Ras Tanura. Very big deal. Ras Tanura is not just the world's biggest oil export terminal. It's an iconic site that goes back to the very birth of Saudi as a petrostate. Here's something I wrote about it in Material World👇



Congratulations, Gorton and Denton...


