General
June 13, 2025
Written by Curation
Markets began with upward momentum earlier this week, buoyed by a US - China trade agreement and softer than expected US inflation data. Consumer prices rose 2.4% YoY in May, compared to the 2.5% forecast, helping underpin gains and bringing markets within 1.5% of their all-time highs.
However, sentiment shifted sharply following Israel’s overnight strikes on Iran’s nuclear facilities (including Natanz) and the reported death of senior IRGC commander Hossein Salami. Market reaction was swift: S&P 500 futures plunged ~1.5% mid-week as geopolitical tensions spooked investors.
Concurrently, the Boeing 787 Dreamliner crash in India provoked an immediate ~8% drop in Boeing shares. Oil prices surged, with Brent jumping on fears of Middle East conflict disrupting supply, while safe-haven assets benefited and Treasury yields pulled back to around 4.3% .
Elsewhere, a potentially impactful development is the emerging stimulus from Asia. China is reportedly considering a minimum wage hike, while Japan is weighing the use of helicopter payments to boost household spending. These measures could provide the next leg of support for global equities.
In the UK, the wave of overseas takeovers continued: Alphawave, Spectris, and Oxford Ionics were all announced this week. Since 2016, over 2,500 UK takeovers have underscored persistent undervaluation. At UK Tech Week, Nvidia’s Jensen Huang joined Labour leader Keir Starmer to announce increased tech investment in the UK.
Data accurate as at time of sending this briefing. wtd = week to date, ytd = year to date
ATOME is a UK-listed company focused on developing international green fertiliser projects, with its flagship asset in Paraguay set to become the world’s largest dedicated green fertiliser facility. The company harnesses Paraguay’s abundant and low-cost renewable hydroelectric power to produce carbon-free calcium ammonium nitrate (CAN) for agricultural use.
As the global population is projected to reach 10 billion by 2050, fertilisers will remain critical to ensuring food security. Yet, conventional nitrogen fertilisers are responsible for approximately 5% of global greenhouse gas emissions – presenting a major challenge: how to increase fertiliser production while cutting emissions. ATOME provides a compelling solution to this dilemma.
THIS ARTICLE DOES NOT CONSTITUTE ANY FORM OF ADVICE OR RECOMMENDATION AND IS NOT INTENDED TO BE RELIED UPON IN MAKING ANY INVESTMENT DECISIONS. Curation Connect is an information service provided by Curation Corporation. Liability Your investments are your responsibility. No liability whatsoever is accepted by Curation Corporation Limited or any Curation Corporation company of their respective directors, officers, employees or analysts for any loss, whether direct, indirect, special, incidental or consequential, arising whether directly or indirectly as a result of the recipient acting or not acting on any information in any Curation Connect publication, including, without limitation, lost profits arising from the use of the Curation Connect service or any of its publications. We have no liability for any loss of profit, loss of revenue, loss of business, business interruption, loss of opportunity or any indirect, special or consequential loss; any losses which arise from any event beyond our reasonable control; any losses which could not reasonably have been anticipated; or your inability to access and/or use the Curation Connect service or the website. We do not exclude or limit in any way our liability to you where it would be unlawful to do so. Disclaimer Curation Connect publications are provided for general information purposes only and should not be regarded as an offer, solicitation, invitation, inducement or recommendation relating to the subscription, purchase or sale of any security or other financial instrument or investment. This report is intended only for investors who are 'professional clients' as defined by the FCA, and may not, therefore, be redistributed to other classes of investors. This document is provided for information purposes only and should not be regarded as an offer, solicitation, invitation, inducement or recommendation relating to the subscription, purchase or sale of any security or other financial instrument. This document does not constitute, and should not be interpreted as, investment advice. You must carry out your own independent research and obtain suitable professional advice before making any investment decision. The Curation Connect publications do not take the specific needs, investment objectives and financial situation of any particular individual into consideration and we cannot state whether any investment mentioned is suitable for you. You should not base any investment decision solely on the basis of the information we publish or provide to you. Always be aware of market risks – never invest money you cannot afford to lose. All investments can go down as well as up. Investing in securities entails risks. Potential Conflicts of Interest Curation Connect or its respective directors, officers, employees, contributors and clients may have or take positions in the securities, entities or investments mentioned in the Curation Connect publications. Any of these circumstances could create, or be perceived as creating, conflicts of interest. Privacy and Registration All information received from you and your use of the Curation Connect service and the website will be used by Curation Corporation Limited in accordance with our Privacy Policy. Please read this for details of how we may process your personal data. On registration for the Curation Connect service, you must provide us with accurate, complete registration information and it is your responsibility to update and maintain changes to your information. Curation Connect, a trading name of Curation Corporation Limited, is entitled to rely on any information you provide to us. Read our full T&Cs, disclaimers and privacy notice. Contact us at info@curationcorp.com Curation Corporation Limited, 58 Borough High Street, London, SE1 1XF, UK
Make informed investment decisions
To keep up-to-date with the companies showcased
Subscribe© 2024 Curation Connect - All Rights Reserved - Made by MDN Digital
.svg)
