
Defence stocks in London fell sharply after US-Ukraine talks. Shares in Babcock and BAE Systems dropped significantly, while Rolls-Royce experienced a smaller decline. The market reacted to US commitments in potential peacekeeping efforts and Ukraine’s arms purchase.

Revised sustainability rules could hinder ECB’s climate risk management. ECB President Christine Lagarde has expressed concerns that changes to European sustainability reporting could undermine the bank’s capacity to manage climate risks effectively. Lawmakers are set to discuss these proposed adjustments….

The UK government drops plans to force Apple to share encrypted data. The decision follows negotiations involving US Vice-President JD Vance, easing tensions over data privacy and free speech concerns between the UK and US.

BlackRock’s GIP acquires a stake in Eni’s carbon capture. The acquisition of a 49.99% stake in Eni’s CCUS business by BlackRock’s Global Infrastructure Partners is part of Eni’s strategy to attract investment for energy transition projects and reduce emissions….

EU business registrations rose 4.6% in Q2 2025, signalling recovery. Transport, IT and finance lead registration growth across the market. However, bankruptcies climbed 1.7%, driven by IT and construction, underscoring both resilience and fragility in Europe’s economic recovery.

Innerworks secures £3m to advance its cyber threat solutions. The London-based company, specialising in synthetic threat intelligence, will use the funding to enhance its platform and expand globally, aiming to strengthen internet security against sophisticated AI-driven threats….

Wider NHS access to weight-loss drugs could boost productivity. A study of 421 NHS patients using obesity drugs showed a reduction in sick days. Government modelling suggests a rollout could save £5bn annually through productivity gains and lower healthcare costs.

UK chief executive pay has reached a record high. Median FTSE 100 CEO pay rose 6.8 percent to £4.58 million in the past year, according to the High Pay Centre, widening the gap with average workers as shareholder scrutiny and calls for governance reform intensify.

UK government borrowing costs have risen sharply, causing concern. The 30-year gilt yield reached 5.57% before settling at 5.54%, while 10-year yields increased to 4.7%. Traders fear persistent inflation, influencing interest rates and impacting fiscal strategy.

Oil and gold prices edged higher before high-level Washington talks. Market moves reflect geopolitical caution, easing supply concerns and shifting rate expectations, as investors weigh signals from President Trump’s summit with President Zelenskyy alongside the Federal Reserve’s Jackson Hole symposium later this week.