Archive | Market Briefing

End to hedge fund loophole

Trump will seek to end carried interest, Bessent calms markets, Amazon set to pass Walmart in revenue for first time, bank stocks pop after Fed releases ‘easier’ stress test, and Trump meets U.S. Steel CEO to discuss Nippon Steel deal...

Market Briefing

Feb 6, 2025

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11 min read

2025's market movers

Bessent, Trump focus on 10-year yields, traders see tariffs and inflation as 2025's market movers, MicroStrategy rebrands to: Strategy, Trump to help spark a nuclear energy ‘renaissance’, and US Crypto Czar, David Sacks, calls Bitcoin an ‘excellent store of value’...

Market Briefing

Feb 5, 2025

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12 min read

Crypto czar makes moves

China shows it has more to lose in tariff war, crypto czar makes moves toward 'Golden Age' in crypto, Alphabet drops 9%, MicroStrategy’s financial gambit hits a bump, and all the IPOs reported to be in the works in 2025...

Market Briefing

Feb 4, 2025

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12 min read

China hits back

Trump pauses tariffs on Mexico and Canada but not China, Trump orders creation of Sovereign Wealth Fund, Palantir shares surge, gold hits record high, and Bessent tapped to run CFPB ordering staff to halt work...

Market Briefing

Feb 3, 2025

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11 min read

Markets brace for impact

Tariff hikes unnerve Wall Street, crypto crashes, Canada, Mexico pledge retaliatory tariffs, Nvidia’s Jensen Huang and Trump met Friday to discuss AI, and OpenAI unveils a new ChatGPT agent for ‘deep research’...

Market Briefing

Jan 31, 2025

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13 min read

Tariffs tomorrow

Trump hits Canada, Mexico with 25% tariffs tomorrow, the US economy just had another robust year, Apple forecast cheers investors as Microsoft outlook slumps, US sues to block tech deal, and Blackstone still bullish on AI data centers despite DeepSeek...

Market Briefing

Jan 30, 2025

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13 min read

Trump v Powell

Fed stays steady with no guidance on future cuts, Trump: Fed failed to beat inflation, Meta earnings top forecasts, Tesla robotaxi begins production this year, and Nvidia is in danger of losing its monopoly-like margins...

Market Briefing

Jan 29, 2025

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14 min read

The stage is set

Investors to watch Powell’s tone as market teeters, Wall Street still sees two rate cuts this year, Deepseek sets stage for frenetic tech earnings season, Sam Altman: OpenAI will be ‘better than anyone is ready for’, and Musk’s X begins its push into financial services with Visa deal...

Market Briefing

Jan 28, 2025

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13 min read

Market history

Nvidia’s $589 bln DeepSeek rout is largest in market history, Trump says DeepSeek ‘should be a wake-up call’, Tom Lee: “this is the worst market overreaction since the pandemic”, consumer sentiment declines for first time in six months, and Senate confirms pro-crypto Scott Bessent as US Treasury Secretary...

Market Briefing

Jan 27, 2025

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11 min read

Silicon Valley is freaking out

“Silicon Valley is freaking out” over this (so are their investors), Trump to hold off on Colombia tariffs after reaching deal, Trump seizes wartime powers in battle for fossil fuels, a TikTok purchase decision will be made within 30 days, and Musk exploring blockchain use in government efficiency effort...

Market Briefing

Jan 24, 2025

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12 min read

US plans crypto stockpile

Trump to ‘demand’ interest rates drop immediately, Trump signs EO paving the way for crypto stockpile, Benioff predicts today’s CEOs will be the last with all-human workforces, UnitedHealthcare has a new CEO, and OpenAI unveils 'operator' agent to handle web tasks...

Market Briefing

Jan 23, 2025

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13 min read

Clash of the titans

Trump pushes to use tariffs to pay for tax cuts, Musk and Altman spar over $100 billion AI venture, Zelenskiy appeals to Trump in Davos, Netflix shares soar to record high, and MrBeast discussing TikTok bid...

Market Briefing

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