Chloe Millay

Chloe Millay, a Bloomberg reporter known for her sharp market insights, dives into the latest shifts in defense and retail stocks. She highlights BAE Systems' impressive rise following Trump's defense budget proposal, reflecting a broader rally in the sector. Millay also discusses Adecco’s significant drop due to a downgrade and the ongoing challenges in the recruitment market. Additionally, she explains AB Foods’ profit warning stemming from weaker Primark sales and potential implications for the company’s future, including a possible split.

Chloe Millay, a Bloomberg reporter known for her insightful market commentary, delves into significant corporate shifts. She discusses Meg O'Neill's surprising rise as CEO of BP, tasked with refocusing on oil amidst previous renewable missteps. Millay also highlights Evolution's downfall, facing a double downgrade due to ongoing setbacks and regulatory risks. On a brighter note, she shares Currys' impressive sales surge and its strategic rebound, marking a notable comeback after last year's missed dividends.

Chloe Millay, a Bloomberg reporter known for her market insights, discusses significant shifts in the telecom and defense sectors. Vodafone's revival in Germany is highlighted, thanks to a new partnership with 1&1 AG. In contrast, Hensoldt faces a harsh reality, with a drop in shares as analysts criticize their disappointing guidance. The conversation turns to the chemicals sector, where Jefferies paints a bleak picture for Croda and other companies, likening the search for earnings growth to searching for a mirage.