Archive | Market Briefing

Next 14 days

Modi joins hands with Xi and Putin, stock market’s fate comes down to next 14 sessions, BRICS leaders schedule virtual meeting to discuss Trump tariffs, Trump weighs declaring national housing emergency, Nestlé ousts CEO over office affair -taps Nespresso boss...

Market Briefing

Aug 29, 2025

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12 min read

Analysts warn

Analysts warn Nvidia's boom may be slowing, S&P/Dow score record high closes, Lisa Cook scrutiny intensifies with criminal referral, unemployment retreats from 2-month high, and Fed's Waller sees rate cuts over next 3-6 months, starting in September...

Market Briefing

Aug 28, 2025

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10 min read

AI bubble?

Nvidia forecasts decelerating growth, Modi issues ‘buy India-made’ call as 50% tariffs take effect, Trump's Intel stake sparks cries of 'socialism', US firms racing through $1 trillion buyback spree, and lower-income people are investing at record rates...

Market Briefing

Aug 27, 2025

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12 min read

All eyes on Nvidia

Nvidia set for $260 billion price swing after earnings, Trump team weighs extending influence to Fed banks - and taking stakes in defense firms, Fed gamble risks pushing key bond rates even higher, and Cracker Barrel stock jumps after returning to old logo after backlash...

Market Briefing

Aug 26, 2025

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11 min read

More deals?

Trump wants more deals like Intel's, Musk sues Apple and OpenAI, stocks waver after last week’s rally, there are now more ETFs than stocks, and Levi goes all in on Cowboy Culture...

Market Briefing

Aug 25, 2025

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12 min read

Rally signals

Wall Street got the rally signals from Powell it wanted, Nvidia earnings set to test AI trade, Fitch affirms US credit at 'AA+', POTUS goes on an investment spree, and Cracker Barrel loses $100 million in value after new logo release...

Market Briefing

Aug 22, 2025

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12 min read

All eyes on Jackson Hole

Nvidia orders halt to H20 chip production, investors see market risks as they brace for Powell speech, Meta signs $10 billion cloud deal with Google, Anthropic in talks to raise $10 billion in new funding, and Cracker Barrel sinks as new logo sparks backlash...

Market Briefing

Aug 21, 2025

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10 min read

Investors pull back

Investors pull back from tech, Trump's war on the Fed is escalating, retailers split on holiday prospects, Meta puts the brakes on AI talent spending spree, Palantir mints billions for struggling shorts...

Market Briefing

Aug 20, 2025

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11 min read

Tech slides

Tech slide cracks summer calm in stocks, Trump eyes government stakes in chipmakers beyond Intel, Palantir extends losing streak, Intel’s $25B rally sends valuation to dot-com levels, Trump embarks on $104 million bond-buying spree...

Market Briefing

Aug 19, 2025

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10 min read

End of and era?

More jobs weakness coming according to Goldman, BofA: The era of megacap dominance 'may be done', Powell has reason to hedge rate signal at Jackson Hole, Vanguard plans for its costliest ETFs yet, and Soho House to go private in $2.7B deal...

Market Briefing

Aug 18, 2025

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10 min read

Economists on edge

Investors react to US-Russia summit, July inflation data has economists on edge, IPO market surges, Walmart's view on tariff impacts will move markets this week, and the options trader coming to take on NYC flash boys...

Market Briefing

Aug 15, 2025

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10 min read

Gov't 'buy in'?

Trump admin discuss taking stake in Intel, stock rally hits a wall, the Fed's next decision just got harder, hedge funds double down on Big Tech, and Buffett buys 5 million shares in UnitedHealth...

Market Briefing

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