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Deals on deck

Trump plays three-card trick on trade, Bessent: several trade deals to be announced next few days, tax changes under the ‘big beautiful bill’ in one chart, the dollar is on track for its worst year in modern history, and Musk declares ‘America Party’ formed after Trump’s bill passes...

Market Briefing

Jul 03, 2025

SVB 2.0

Stocks hit another record, Trump announces US-Vietnam trade deal, gas prices hits lowest level in years, Michael Saylor says ‘You’ll wish you’d bought more’ Bitcoin, and Peter Thiel and Palmer Luckey launch bank to fill SVB's gap...

Market Briefing

Jul 02, 2025

Theater of Economics

Trump lobs new threats at Musk, Powell says tariff hit to consumers coming this summer, Senate passes Trump's bill - sends to House for final vote, Lululemon sues Costco, and Michael Saylor’s Strategy to join Wall Street elite with $14 billion windfall...

Market Briefing

Jul 01, 2025

Meta on fire

Trump’s tax/spending bill amplifies debt fears, Meta shares hit all-time high, Trump writes Powell a letter urging lower rates, Apple’s major AI reversal, and Robinhood launches tokens allowing EU users to trade in US stocks...

Market Briefing

Jun 30, 2025

"No trade deals"

S&P closes at record high, world powers scramble to secure US trade deals, Canada axes digital services tax to advance trade talks, Nvidia insiders dump more than $1 billion in stock, and Trump says group of ‘very wealthy people’ are ready to buy TikTok...

Market Briefing

Jun 27, 2025

Bulls smell blood

Bulls drive S&P 500 to brink of record high, Treasury deal kills ‘Revenge Tax’, the US economy was worse than estimated in first quarter, no love for the dollar as it falls to 3-yr low, and Nike shares surge on turnaround hopes...

Market Briefing

Jun 26, 2025

On the verge

Trump says US and Iran will talk next week, Nvidia hits record high as analyst predicts AI 'Golden Wave', Shell denies report of BP merger, Trump gets 'golden share' power in US Steel buyout, and the stock market is on the verge of an all-time record...

Market Briefing

Jun 25, 2025

Market celebrates

Markets are celebrating the ceasefire, why markets are so calm, Nvidia record high is close in sight, oil tumbles for a second day, and Powell throws cold water on a rate cut in July...

Market Briefing

Jun 24, 2025

Market's biggest driver

Oil prices are now the stock market's biggest driver, Powell headed for congressional grilling, Tesla stock pops 9% on robotaxi launch, Circle stock extends rally for 3rd day, and Nvidia CEO Huang begins selling shares under $865M plan...

Market Briefing

Jun 23, 2025

Bracing for shock

Oil markets brace for shock after US attack on Iran, US calls on China to prevent Iran from closing Strait of Hormuz, Dow/S&P/Nasdaq futures slide, Wolfspeed files for bankruptcy, and Tesla rolls out robotaxis in Texas test...

Market Briefing

Jun 20, 2025

Two cuts penciled in

Fed holds rates steady but eyes two more cuts this year, Trump calls for 10 Fed rate cuts, investors see quick market drop if US joins Iran conflict, Microsoft abandons high-stakes talks with OpenAI, and the US added 1,000 new millionaires a day last year...

Market Briefing

Jun 18, 2025

Bracing for decision

Investors brace for Fed signal on rate cuts, Senate passes stablecoin bill in milestone for crypto, traders pile into bets on the NEXT Fed Chair, Trump: EU and Japan not offering fair trade deals, and Meta offered OpenAI staffers $100M bonuses...

Market Briefing

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