Archive | Market Briefing

Roll back

The product lists for US, China $30B tariff deal, Trump to roll back Biden-era fuel economy standards, Jury: Apple owes record $5.7B in patent case, foreign investors buy into US equities at record rate, and Big Tech's AI bill is so big it's reshaping the bond market...

Market Briefing

Sep 25, 2026

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3 min read

Selloff worsens

Bond selloff worsens, Senate narrowly votes down war resolution, AI’s financial Jenga towers start to wobble, Oracle sends ‘force majeure’ notice about data center project, and four takeaways from Trump's summit with Xi...

Market Briefing

Sep 24, 2026

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3 min read

An early win

US-China trade truce extended for two months, 10-year Treasury yield hits 19-year high, US prepares for 90-day diesel export ban, Apple stock just delivered an early win, and Zuckerberg debuts camera-less Meta VR glasses...

Market Briefing

Sep 23, 2026

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3 min read

Financial stocks threatened

Trump backs ban on diesel exports, US and Iran officials meet in New York, Trump disclosure shows 1,100 July trades, Intel up 25% in last 5 days, and Meta’s Muse comes for financial stocks...

Market Briefing

Sep 22, 2026

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4 min read

Roaring back

The Mag Seven is roaring back, Paramount wins Warner Bros takeover, global diesel prices hit record highs, Meta stock soars, and AMD joins $1 trillion club as chipmakers rally...

Market Briefing

Sep 21, 2026

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3 min read

House of cards

AI’s house of cards puts markets at risk, Trump to form ‘AI Force’ and appoint AI czar, crypto blew its big moment, Wall Street braces for more Fed rate hikes, and Warren Buffett steps down as Chairman of Berkshire Hathaway...

Market Briefing

Sep 18, 2026

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3 min read

Stocks get tokenized

Wall Street’s trading revenue slows down, an ‘AI OPEC’ is unlikely, tokenized stocks get green light to come ashore, BoJ to raise interest rates to 31-year high, and Nvidia’s Huang expects to sell twice as many chips next year...

Market Briefing

Sep 17, 2026

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4 min read

It's unanimous

Trump demands lower interest rates after Fed decision, House votes to curb AI data center costs, top US and China trade officials hold talks, SpaceX stock pops ahead of Starship launch, and top sovereign wealth fund execs warn of impending pullback in US stocks...

Market Briefing

Sep 16, 2026

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4 min read

Markets brace

Markets brace as Fed expected to hike rates for first time in 3 years, bond market’s ‘extreme’ short counting on it, 10-year yield hits highest level since 2007, diesel keeps breaking records, and crypto stocks sink after Senate rejects Clarity Act...

Market Briefing

Sep 15, 2026

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4 min read

AI-pocalypse now

Trump and Huang unite against AI doomers, AI slowdown calls prompt chip selloff, US 10-year breaches 5%, oil execs say the great fuel crisis is here, and Costco puts limits on how much gas members can buy...

Market Briefing

Sep 14, 2026

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3 min read

Coming in hot

Inflation comes in hot boosting rate hike odds, AI CEOs rattle the AI stock trade, Tesla to unveil long-delayed Roadster on Oct. 1, Anthropic has chosen the Nasdaq for its IPO listing, and no OpenAI IPO in 2026—firm to prioritize safety...

Market Briefing

Sep 11, 2026

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4 min read

Investors brace

Wall Street braces for August inflation report, ECB hikes interest rates, bond selloff sends 10-year yields to near 5%, oil jumps to $105, and Wall Street says Apple's new foldable iPhone has 2 problems...

Market Briefing

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