Archive | Market Briefing

Ports strike

Rally shakes off Powell, port workers strike on east and gulf coasts, gold has best quarter in four years, Softbank to invest $500M in OpenAI, and Nvidia rival files for IPO...

Market Briefing

Sep 30, 2024

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11 min read

Under pressure

Eastern ports prepare to close - White House under pressure, Fed brings the economy in for a so-called ‘soft landing’, Chinese stocks heading for a bull market, Newsome vetoes contentious AI safety bill, and Apple drops out of talks to join OpenAI investment round...

Market Briefing

Sep 27, 2024

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13 min read

Back in the club

China stocks set for best week since 2008, Harris, Dem sweep could mean massive tax hike for S&P 500 companies, silver surges to the highest since 2012, DOJ probes Super Micro Computer, and Nvidia is back in the $3 trillion club...

Market Briefing

Sep 26, 2024

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12 min read

For-profit shakeup

OpenAI to give Altman 7% stake in for-profit shift- top execs exit, China weighs $142 billion capital injection into top banks, mortgage refinance demand surges 20%, FTC cracks down on deceptive AI, and Meta unveils cheaper $299 Quest 3S VR headset...

Market Briefing

Sep 25, 2024

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13 min read

Growing worried

Wall Street jockeys for jobs as election nears, Americans growing worried about direction of economy, Senate grills Novo Nordisk drug pricing, DOJ slaps Visa with antitrust suit, and Boeing is raising its offer to end the strike...

Market Briefing

Sep 24, 2024

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11 min read

Stimulus blitz

China unleashes stimulus blitz in push to hit growth goal, Boeing makes ‘final’ offer to striking machinists, Tesla's stock is leading S&P 500 gainers, Fed officials leave door open to another large cut, and Trump threatens ’200% tariff’ if John Deere moves production to Mexico...

Market Briefing

Sep 23, 2024

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12 min read

New playbook

Traders need a new playbook for these rate cuts, Middle Eastern funds are plowing billions into hottest AI start-ups, TSMC, Samsung weigh major new chip factories in UAE, Qualcomm wants to buy Intel, and Harris to unveil economic policy plans this week...

Market Briefing

Sep 20, 2024

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13 min read

Nike benches CEO

Stocks get post-Fed rally, Fed's jumbo cut signals recalibration, Nike replaces CEO with company veteran, Apple Intelligence is now live in public beta, and Buffett’s remaining $34B BofA stake is now pure profit...

Market Briefing

Sep 19, 2024

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13 min read

Fed goes big

Traders got their big rate cut, Fed meeting recap, Dalio calls upcoming election the most consequential of his lifetime, Boeing furloughs tens of thousands, and GameStop CEO Cohen to pay $1 million fine...

Market Briefing

Sep 18, 2024

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14 min read

Traders bet on Fed

Fed to kick off rate cuts, record wagers on Fed cuts at risk if Powell doesn’t go big, Harris-Trump election has Big Tech ‘at a crossroads’, Microsoft and BlackRock form group to raise $100 billion, and Steve Cohen stops trading for hedge fund Point72...

Market Briefing

Sep 17, 2024

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12 min read

Intel jumps, Boeing freezes

Intel shares jump on chip deal with Amazon and Biden awarding Intel up to $3 billion, Boeing freezes hiring in sweeping cost cuts during strike, Sam Altman departs OpenAI’s safety committee, and Larry Ellison dethrones Jeff Bezos as world’s second-richest man...

Market Briefing

Sep 16, 2024

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12 min read

Fed ready

Fed ready to unshackle US economy, gunfire at Trump Golf Club latest jolt in campaign, S&P is surviving Big Tech’s slide, gold hits another all-time high, and Biden increases some of Trump’s China tariffs...

Market Briefing

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