Vera Tikhonova The U.S. government has so far rebuffed a request from Ford Motor ( F ) and other automakers seeking relief from aluminum import tariffs after fires at a Novelis plant created supply bottlenecks, WSJ reported, citing people with knowledge of the matter. The Novelis Oswego, New York, supplies aluminum for Ford's F-150 trucks and affects other automakers like Stellantis ( STLA ) and ...
Vera Tikhonova The U.S. government has so far rebuffed a request from Ford Motor ( F ) and other automakers seeking relief from aluminum import tariffs after fires at a Novelis plant created supply bottlenecks, WSJ reported, citing people with knowledge of the matter. The Novelis Oswego, New York, supplies aluminum for Ford's F-150 trucks and affects other automakers like Stellantis ( STLA ) and General Motors ( GM ). Ford ( F ) petitioned the Trump administration last week for temporary tariff exemptions until the Novelis plant resumes full operations. The discussions are part of ongoing conversations between automakers and the administration about the impact of Trump’s tariffs, the report added. Imported aluminum from Novelis' other facilities in South Korea and Europe now faces 50% duties under the tariff regime, raising costs amid ongoing supply bottlenecks. The cost pressure has already weighed on profitability, with Ford’s ( F ) earnings hit as raw material expenses climbed and production faced disruptions. The Novelis plant is expected to resume operations by late Q2 2026, which could help stabilize supply conditions. More on Ford Ford Is A Compelling Deep Value Play - Initiating With A Buy Ford's Meltdown Is A Gift: Diversified Growth, Resilient Dividends More Compelling Now Ford Motor Switches To Chinese Battery Tech For Its New $30,000 Electric Pickup Ford Q1 U.S. sales down nearly 9% Auto demand remains solid amid geopolitical headwinds, buoyed by higher-income buyers
Anna Edwards, Guy Johnson and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Anna Edwards, Guy Johnson and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Ildo Frazao Moody’s Ratings cut its outlook on a flagship fund of Blue Owl Capital ( OWL ) to negative, highlighting growing stress in the private credit sector. The agency revised the outlook on Blue Owl Credit Income Corp., a non-traded business development company, from stable after it saw “significantly higher-than-peer redemption requests” in the first quarter. The move is part of a broader s...
Ildo Frazao Moody’s Ratings cut its outlook on a flagship fund of Blue Owl Capital ( OWL ) to negative, highlighting growing stress in the private credit sector. The agency revised the outlook on Blue Owl Credit Income Corp., a non-traded business development company, from stable after it saw “significantly higher-than-peer redemption requests” in the first quarter. The move is part of a broader shift by Moody’s Ratings to a negative outlook across private credit investment vehicles. The $36B private credit fund faced redemption requests equal to 21.9% of outstanding shares, though withdrawals were capped at 5% during the quarter, according to an investor letter . Meanwhile, the smaller Blue Owl Technology Income Corp. saw shareholders ask for 40.7% back, compared with 15.4% three months earlier, according to a separate letter. Shares of Blue Owl Capital, which have increasingly been viewed as a proxy for downside risk tied to its heavy exposure to software companies vulnerable to AI disruption, hit a record low earlier this week. While the redemption limits kept net outflows contained, “we now expect elevated redemptions to persist in coming quarters and inflows could slow further from already reduced levels,” Moody’s said. As a result, the fund’s “currently strong capital and liquidity positions, which are relative credit strengths, could begin to dissipate as the company contends with net outflows over the outlook period,” it said. Blue Owl ( OWL ) pushed back, noting that as one of only three non-traded BDCs with a Baa2 rating from Moody’s Ratings, the fund remains “well positioned to capitalize in the current market environment.” The fund “has one of the most conservative financial profiles in the industry with leverage of just 0.8X and strong underlying credit performance,” it said. The broader $1.8T private credit market is facing rising redemption pressure amid concerns over underwriting standards and opaque liquidity terms. Major players including Apollo Gl...
UK Schools Rake In Record £572 Million For Non-English Speaking Pupils Authored by Steve Watson via Modernity.news, Mass immigration is once again exposing the true cost to British taxpayers, with UK schools now receiving a record £572 million to support pupils who do not speak English as their first language. The bill has soared by £157 million since modern records began in 2020, according to Dep...
UK Schools Rake In Record £572 Million For Non-English Speaking Pupils Authored by Steve Watson via Modernity.news, Mass immigration is once again exposing the true cost to British taxpayers, with UK schools now receiving a record £572 million to support pupils who do not speak English as their first language. The bill has soared by £157 million since modern records began in 2020, according to Department for Education figures. This comes as the number of such pupils has climbed to 1.8 million – one in five children nationwide – up from 1.2 million a decade ago. As revealed in a Daily Mail report , two schools alone – one in Manchester and one in Northampton – each collected at least £500,000 this year for translators, bilingual teaching assistants and support materials. Manchester Academy topped the list with over £670,000. Schools are pocketing up to £700,000 each to teach pupils who don't speak English as their first language as bill hits all-time high of £572million https://t.co/4CqpGL8bOG — Daily Mail (@DailyMail) April 4, 2026 The funding is not ring-fenced and councils admit it can be spent on “almost anything” within a school’s overall budget. Nationwide, the average payout sits at around £27,418 per school, or roughly £320 per eligible pupil. This latest education bombshell ties directly into the wider crisis of unchecked migration straining every corner of British life. As we’ve highlighted, migrants are set to swallow 40% of all new UK homes by 2030 , based on Conservative analysis of Office for Budget Responsibility projections. With net migration forecast at 1.2 million between 2026 and 2030, around 500,000 extra homes will be needed just to house new arrivals – equating to nearly four in ten of all projected builds. And this is just the tip of the iceberg when it comes to taxpayer exploitation. A whopping 1.3 million migrants are on Universal Credit, with over half unemployed – directly contradicting years of claims that immigration delivers a net econo...
To find dividend-paying stocks poised to outperform, Trivariate Research screened for stocks that recently announced dividend increases that also boasted payout ratios in the bottom one-fifth of dividend payers. The dividend payout ratio is the percentage of a company’s net income that funds its dividend. Trivariate didn’t say what payout ratio served as the cutoff for the bottom fifth.
To find dividend-paying stocks poised to outperform, Trivariate Research screened for stocks that recently announced dividend increases that also boasted payout ratios in the bottom one-fifth of dividend payers. The dividend payout ratio is the percentage of a company’s net income that funds its dividend. Trivariate didn’t say what payout ratio served as the cutoff for the bottom fifth.
Vertical Aerospace secured a new financing package designed to fund its Valo eVTOL through key certification milestones and into commercial production.
Vertical Aerospace secured a new financing package designed to fund its Valo eVTOL through key certification milestones and into commercial production.