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lucyraitano.bsky.social
Lucy Raitano
@lucyraitano.bsky.social
590 followers 340 following 16 posts
Reuters European financial markets reporter
based in London, Northerner at heart
retweets ≠ endorsements
www.reuters.com/authors/lucy-raitano
https://www.linkedin.com/in/lucyraitano/
Posts Replies Media Videos
lucyraitano.bsky.social
The data centres needed to power the promised AI revolution are increasingly being financed with complex debt that investors are scouring for signs of a bubble.

Read our piece about where this is showing up in various areas of the bond market.

www.reuters.com/business/fin...
www.reuters.com
November 6, 2025 at 12:32 PM
Reposted by Lucy Raitano
theguardian.com
‘No more children are going to die like you’: how Sheffield mother kept her promise to boys killed by father 11 years ago
‘No more children are going to die like you’: how Sheffield mother kept her promise to boys killed by father 11 years ago
Claire Throssell has been central to the campaign to repeal parental contact laws following the deaths of her two sons at the hands of their father in 2014
www.theguardian.com
October 29, 2025 at 5:55 AM
Reposted by Lucy Raitano
reuters.com
Powerful new AI models knock the wind out of European adopter stocks reut.rs/3JaUlGR
Powerful new AI models knock the wind out of European adopter stocks
A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise questions about whether sectors from software to data analytics could find themselves overtaken by the technology.
reut.rs
August 15, 2025 at 4:50 AM
lucyraitano.bsky.social
A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise questions about whether sectors from software to data analytics could find themselves overtaken by the technology.

www.reuters.com/world/europe...
Powerful new AI models knock the wind out of European adopter stocks
A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise questions about whether sectors from software to data analytics could find themselves overtaken by the technology.
www.reuters.com
August 15, 2025 at 2:33 PM
Reposted by Lucy Raitano
jfoster.bsky.social
July 9, 2025 at 11:07 AM
Reposted by Lucy Raitano
acoops.bsky.social
🌞Morning! TSY yields/USD are up after House advances Trump $4.5 bln tax cut plan
😩US consumer confidence hits 8m low
🌍Ukraine/US strike minerals deal - no US security guarantee
🤖Nvidia after the 🛎️
🗽Trump floats 'gold card' for the rich
🪙 BTC at $88,778 -8% in 4 days
www.reuters.com/markets/euro...
Morning Bid: Nvidia results offer window into AI spending
A look at the day ahead in European and global markets from Rae Wee
www.reuters.com
February 26, 2025 at 7:12 AM
lucyraitano.bsky.social
Saw "La storia del Frank e della Nina" at the weekend, by Italian director Paola Randi..a gritty film about a trio of troubled teenagers, friendship, love and the hidden city of Milan. Highly recommend if you can find it anywhere and want to practice Italian (the English subtitles came in handy)
February 25, 2025 at 3:56 PM
lucyraitano.bsky.social
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia.

www.reuters.com/markets/euro...
Europe's top AI plays extend slide, Microsoft data centre worries persist
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
www.reuters.com
February 25, 2025 at 3:49 PM
lucyraitano.bsky.social
www.reuters.com/world/us/tru...
Trump tightens grip on independent agencies to test limits of presidential power
Testing the limits of presidential power, Donald Trump this week tightened his grip on U.S. government agencies that for years have taken pride in their independence overseeing such matters as elections, stock markets and labor unrest.
www.reuters.com
February 21, 2025 at 8:04 AM
lucyraitano.bsky.social
Insightful read from my colleague Danilo Masoni ahead of German elections this weekend

"Investors favour German midcap shares over blue chips on recovery bets"

www.reuters.com/markets/euro...
Investors favour German midcap shares over blue chips on recovery bets
Investors betting on a German economic recovery, helped by any post-election fiscal boost and the potential of an end to the war in Ukraine, are going all in on the midcap domestic stocks that could be the biggest long-term winners.
www.reuters.com
February 21, 2025 at 7:14 AM
lucyraitano.bsky.social
Several typically cautious longer-term investors told Reuters that they are jumping on big price swings in European shares on earnings days, with volatility around results at a 13-year high

www.reuters.com/markets/euro...
European results-day share volatility emboldens longer-term investors
Unusually high volatility in the shares of European companies around their earnings days has prompted a growing number of typically cautious longer-term investors to jump on big price swings.
www.reuters.com
February 20, 2025 at 7:48 AM
Reposted by Lucy Raitano
samindyk.bsky.social
My colleague @lucyraitano.bsky.social has done a thorough preview about what we can expect.

European earnings may keep the mood sweet as tariff fears grow - www.reuters.com/markets/euro...
European earnings may keep the mood sweet as tariff fears grow
European companies are set to deliver a third straight quarter of profit growth, which may help to maintain newfound investor enthusiasm for the region despite political and economic turmoil and concerns over U.S. President Donald Trump's tariffs threat.
www.reuters.com
January 24, 2025 at 3:12 PM
Reposted by Lucy Raitano
thisone0verhere.bsky.social
before coffee: I hate everything

after coffee: I hate everything but nervouser
December 4, 2024 at 1:10 PM
Reposted by Lucy Raitano
ontopunk.bsky.social
“A real work of art destroys—in the consciousness of the receiver—the separation between himself and the artist.

Art lifts man from his personal life into the universal life.”

— Leo Tolstoy
December 1, 2024 at 5:24 PM
lucyraitano.bsky.social
Say hi to Hunter 👋 rescued by the wonderful Croydon Animal Samaritans, I'll be fostering him for 2 weeks before he goes to his forever home (with a garden, living the dream 🏡). My mission now is to get him out from under the sofa for longer than 5 minutes.
December 4, 2024 at 2:20 PM
Reposted by Lucy Raitano
samindyk.bsky.social
Liberté, égalité, parité...

Budget woes put French borrowing costs equal with crisis-scarred Greece -- summary by my colleague Harry Robertson www.reuters.com/markets/euro...
Budget woes put French borrowing costs equal with crisis-scarred Greece
French borrowing costs effectively matched those of Greece on Thursday for the first time, as Michel Barnier's government teetered on the brink of collapse, underlining a dramatic shift in how lenders view the creditworthiness of euro zone members.
www.reuters.com
November 29, 2024 at 6:55 AM
lucyraitano.bsky.social
UK retail sales dived before the new government's budget www.reuters.com/world/uk/uk-...

And post-budget? Consumer sentiment isn't looking much better, according to a survey by JP Morgan that found 50% of UK respondents feel worse off compared to only 14% expecting to be better off financially
November 22, 2024 at 4:46 PM
Reposted by Lucy Raitano
logicallyjc.bsky.social
Did you know that by substituting your morning coffee with green tea, you can eliminate up to 93% of what little joy you have left?
November 21, 2024 at 9:17 AM
lucyraitano.bsky.social
Economists polled by Reuters had anticipated a 2.2% rise in UK inflation in October, lower than today's 2.3%, but still up from September's 1.7%.

Nice chart in @samindyk.bsky.social's blog

Read more from @davidmilliken.bsky.social & William Schomberg @reuters.com

www.reuters.com/world/uk/uk-...
November 20, 2024 at 1:55 PM
Reposted by Lucy Raitano
samindyk.bsky.social
BofA believes luxury's weakest quarter may have now passed but still expects a challenging year in 2025. Blog by my colleague @lucyraitanobskysoc.bsky.social
The weakest quarter for luxury demand might have passed, according to Bank of America equity strategists, who nevertheless say revenues are likely to remain challenged or negative through the first half of next year. European luxury names .STXLUXP are down 2.9% this year as demand has stagnated, particularly in China, while the broader market is up 4.1% BofA says sector revenues for luxury goods came in at -3% in the third quarter - in other words, one of the biggest declines ever recorded excluding COVID. "Data we track suggests that luxury demand has slightly improved in Oct, but we think it's too soon to say that tough trading is behind us," writes the BofA team. "Whilst top-down pressure on the consumer will ease, more fashion content, newness and branded product is required to re-engage consumers and drive a recovery in traffic and volumes," they write, looking ahead to the first half of 2025. The improvement in October came from China and the U.S., while Japan continued to slow, they add. Zooming in to China demand, it's more a case of "less bad" than anything good. "In 4Q so far, China retail sales improved in Oct (+5%, from +3% in 3Q), and China jewellery sales were flat (from -8% in 3Q)." In the U.S., luxury spending was -5% in October, from -8% in the third quarter. (Lucy Raitano) *****
November 19, 2024 at 2:04 PM
lucyraitano.bsky.social
visited the V&A this weekend + the Cast Collection. impressive (even after the excitement of thinking they are originals wore off)
November 19, 2024 at 11:21 AM
Reposted by Lucy Raitano
samindyk.bsky.social
⬆️Yen & franc
⬆️Gold
⬆️Bunds & Treasuries
⬇️Stocks
⬇️Euro

Decent market moves this morning as Putin updated Russia's nuclear doctrine and tensions flared between the US and Russia.

Wrap-up via my colleague Harry Robertson www.reuters.com/markets/glob...
Safe-haven assets rally as US-Russia tensions spike over Ukraine
Government bonds and the Japanese yen rallied on Tuesday as investors flocked to safe-haven assets after President Vladimir Putin updated Russia's nuclear doctrine amid escalating tensions with the United States over Ukraine.
www.reuters.com
November 19, 2024 at 10:59 AM
lucyraitano.bsky.social
the ripple effects of Trump picking RFK Jr for US health secretary are being felt in European stock markets...timely coverage from Reuters colleagues @samindyk.bsky.social and Ludwig Burger

www.reuters.com/business/hea...
Europe's vaccine makers fall as Trump picks RFK Jr to lead top US health agency
Shares in European vaccine-makers fell in early trade on Friday after U.S. President-elect Donald Trump said he had selected Robert F. Kennedy Jr., who has previously spread misinformation on vaccines, to lead the Department of Health and Human Services.
www.reuters.com
November 15, 2024 at 1:21 PM