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More tariff delays

Trump agrees to delay tariffs on EU, Tim Cook’s bad year keeps getting worse, Xi mulls new Made-in-China plan, US will control US Steel as part of Nippon deal, and companies turn to AI to navigate Trump tariff turbulence...

Market Briefing

May 23, 2025

Betting big

Bitcoin punches new all-time high, mystery options buyer bets $3 billion on stock rally, Ray Dalio says to fear the bond market, US-China hold first call since Geneva meeting, and the Treasury moves forward with killing the penny...

Market Briefing

May 22, 2025

AI devices coming

OpenAI unites with Jony Ive in $6.5 Billion deal, tariff math leaves retailers very little choice, 30-year Treasury yield spikes to 5.09%, Boeing increases 737 production pace as safety improves, David Sacks says stablecoin bill will unlock ‘trillions’ for US Treasury

Market Briefing

May 21, 2025

Musk commits

Musk commits to Tesla CEO role—political pullback, House weighs expanding access to private markets, Trump fails to convince ‘SALT Caucus’, Senate advances crypto regulation bill, and Tesla robotaxis will be on Austin roads in June...

Market Briefing

May 20, 2025

World's biggest

America’s fiscal situation threatens good mood on Wall St, CATL rises in debut after world’s top listing in 2025, Moody’s downgrade continues to grip bond markets, Nippon Steel ups ante for US Steel by $11 billion, and tetail traders go on record dip buying spree...

Market Briefing

May 19, 2025

Moody Monday

Investors await another Monday jolt after Moody’s downgrade, Bessent calls Moody's 'lagging indicator', Trump to Walmart: 'Eat the Tariffs', Dimon heads for JPMorgan exit, and Buffett's Berkshire exits billion-dollar bet ahead of retirement...

Market Briefing

May 16, 2025

Rollbacks to 'roll-ups'

Walmart warns price hikes are coming, hard data suggests tariff-driven fears may be overblown, Powell cautions about higher long-term rates, Trump doesn’t want Apple building products in India, and CRISPR is used in landmark first-patient genetic treatment...

Market Briefing

May 15, 2025

The comeback

Boeing marks comeback from crisis with record deal, Steve Cohen: stocks could retest their April lows, eToro pops 29% in Nasdaq debut, Capital One cheated customers out of millions, and UnitedHealth under criminal investigation for Medicare fraud...

Market Briefing

May 14, 2025

Floodgate of deals

Trump calls again for rate cuts, WH announces $600 billion Saudi investment in US, Nvidia shares surge on Saudi Arabia chips news, eToro prices IPO at $52 per share ahead of debut, and Google testing AI search on its homepage...

Market Briefing

May 13, 2025

Coinbase joins S&P 500

Stocks soar after US-China reach tariff truce, Xi defiance pays off, tariff receipts topped $16 bln helping to cut budget deficit, Coinbase joins S&P 500, and Trump signs executive order demanding pharma industry cut prices...

Market Briefing

May 12, 2025

US-China reach deal

WH says trade deal struck with China; details today, world’s largest EV battery maker CATL taking investor orders, Lutnick: 10% baseline tariff will stick around, Walgreens doubles down on prescription-filling robots, and Trump set to accept luxury jet as gift from Qatar...

Market Briefing

May 09, 2025

Apple's 20 billion reasons

Fed holds rates steady, Trump to announce a ‘major trade deal’ with the UK, US scraps Biden-era export curbs on AI chips, CrowdStrike announces 5% job cuts due to AI, and Disney announces its first Middle East theme park in Abu Dhabi...

Market Briefing

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