The Sentryfolio Journal https://sentryfolio.com/journal.html Daily notes on what moved in the markets, drawn from the day's reporting — descriptive, sourced, never advice. en-gb A bumper dividend, and rate rises back on the table https://sentryfolio.com/journal/2026-07-26.html https://sentryfolio.com/journal/2026-07-26.html Sun, 26 Jul 2026 06:30:00 +0000 Water dividends, an Iran-driven rate warning, easing oil, and a run of corporate news across the weekend's papers. Tariffs land, oil retreats, and tech investors count the cost of AI https://sentryfolio.com/journal/2026-07-25.html https://sentryfolio.com/journal/2026-07-25.html Sat, 25 Jul 2026 06:30:00 +0000 Trump's forced-labour tariffs, Brent's slide back below $100 and an AI spending scare shaped Friday's trading. Oil past $100 keeps rates on hold as the AI trade wobbles https://sentryfolio.com/journal/2026-07-24.html https://sentryfolio.com/journal/2026-07-24.html Fri, 24 Jul 2026 06:30:00 +0000 Oil above $100 froze central banks, tech spending rattled markets, and Trump widened tariffs. London's deal-making tally climbs as Wall Street waits on the Fed https://sentryfolio.com/journal/2026-07-22.html https://sentryfolio.com/journal/2026-07-22.html Wed, 22 Jul 2026 06:30:00 +0000 Rising yields ahead of the Fed, a chip rally, and another wave of London buyouts. Beijing buys, the Fed steadies, and London counts its warnings https://sentryfolio.com/journal/2026-07-20.html https://sentryfolio.com/journal/2026-07-20.html Mon, 20 Jul 2026 06:30:00 +0000 China's markets draw official support and a broker upgrade; London counts profit warnings tied to the Iran conflict. Chips slide as the market waits for Big Tech to justify itself https://sentryfolio.com/journal/2026-07-19.html https://sentryfolio.com/journal/2026-07-19.html Sun, 19 Jul 2026 06:30:00 +0000 The chip slump deepens, Apple retakes Wall Street's crown, and water investors register their displeasure. Chips lead Wall Street lower as the IMF cautions Threadneedle Street https://sentryfolio.com/journal/2026-07-18.html https://sentryfolio.com/journal/2026-07-18.html Sat, 18 Jul 2026 06:30:00 +0000 Chip stocks fell again, Netflix slid on guidance, and the IMF urged the Bank of England to hold. Chips wobble as TSMC breaks records, and Britain's bargain hunt widens https://sentryfolio.com/journal/2026-07-17.html https://sentryfolio.com/journal/2026-07-17.html Fri, 17 Jul 2026 06:30:00 +0000 Semiconductors led Wall Street lower even as TSMC reported record profit, while UK takeover activity and an IMF rate warning framed the London session. A first dent for SpaceX, and warnings for UK investors https://sentryfolio.com/journal/2026-07-16.html https://sentryfolio.com/journal/2026-07-16.html Thu, 16 Jul 2026 06:30:00 +0000 SpaceX falls below its IPO price as US bidders eye UK plc and oil jitters return. Cooler prices, hotter banks, and a nervous glance eastward https://sentryfolio.com/journal/2026-07-15.html https://sentryfolio.com/journal/2026-07-15.html Wed, 15 Jul 2026 06:30:00 +0000 US inflation cooled and bank profits surged, while oil, IBM and China's slowdown supplied the caveats. A morning of bidders, both welcome and unwelcome https://sentryfolio.com/journal/2026-07-14.html https://sentryfolio.com/journal/2026-07-14.html Tue, 14 Jul 2026 06:30:00 +0000 Bid activity crowds the London tape as oil rises on Iran-US strain. The machine's ledger, and everyone else's https://sentryfolio.com/journal/2026-07-11.html https://sentryfolio.com/journal/2026-07-11.html Sat, 11 Jul 2026 06:30:00 +0000 AI's costs and disputes dominate, while Britain counts the fiscal reckoning.