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US Tariffs begin

Aug 7, 2025

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11 min read

US Tariffs begin

US tariffs take effect today, Apple powers tech rally by announcing $100 Billion US investment, Trump plans 100% tariff on chips, Google commits $1 billion for AI training at US universities, and Nvidia's 'most underappreciated' business takes off...

Market Briefing
Market Briefing
Blockbuster deal

Aug 6, 2025

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12 min read

Blockbuster deal

NFL acquires stake in ESPN in blockbuster deal with Disney, stocks fall as US services flash warning signals, bets on rate cuts sweep through the bond market, Trumps claims discrimination by banks, and countries scramble for deals with tariff deadline tomorrow...

Market Briefing
Market Briefing
Wall Street warning

Aug 5, 2025

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12 min read

Wall Street warning

Wall Street warns investors to get ready for stocks to drop, Tesla gives Musk $30 billion award, Trump admin posts guidance on tariff rollout, beaten-down carmakers smell fatter profits under Trump, Palantir soars on first $1 Billion revenue quarter...

Market Briefing
Market Briefing
You're fired.

Aug 4, 2025

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12 min read

You're fired.

Trump fires Labor Statistics head - will announce Fed, Jobs Data replacements in coming days, job market worries takes center stage, Tim Cook tells employees Apple ‘must’ win in AI, and Wall Street’s invisible backbone turns 10...

Market Briefing
Market Briefing
Apple rebounds

Aug 1, 2025

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10 min read

Apple rebounds

Trump outlines sweeping new tariffs for dozens of trade partners (live updates), SEC debuts ‘Project Crypto’ to bring US markets ‘on chain’, Meta, Microsoft roar higher on strong earnings, Apple reports biggest revenue growth since 2021, and Figma more than triples in NYSE debut...

Market Briefing
Market Briefing
Your own 'superintelligence'

Jul 31, 2025

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12 min read

Your own 'superintelligence'

Fed keeps interest rates unchanged, the White House is pushing to embed crypto everywhere, Trump announces 25% tariff on India; 15% South Korea, Microsoft tops $4 trillion in market cap, and Zuckerberg unveils vision for each person having their own 'superintelligence'...

Market Briefing
Market Briefing
Standing firm

Jul 30, 2025

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12 min read

Standing firm

The Fed expected to stand firm on rates, no tariff pause announced after US-China talks, Trump gets tariffs; Americans get price hikes, Apple loses fourth AI researcher in a month to Meta’, and a quiet SEC rule shift brings crypto ETFs closer to mainstream...

Market Briefing
Market Briefing
Facing the gauntlet

Jul 29, 2025

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12 min read

Facing the gauntlet

S&P rally faces $11 trillion gauntlet of Big Tech earnings, Nvidia orders 300K H20 chips from TSMC on China demand, Fed expected to keep rates unchanged, Tesla signs $16.5 billion chip contract with Samsung, and Ray Dalio suggests putting 15% in Bitcoin, gold...

Market Briefing
Market Briefing
Stocks cheer

Jul 28, 2025

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10 min read

Stocks cheer

US, EU strike trade deal, stocks cheer the art of Trump's trade deals, US, China to resume tariff talks today, meme-stock roar fades, and this could be the most consequential week for the economy in years...

Market Briefing
Market Briefing
Economic heart attack

Jul 25, 2025

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9 min read

Economic heart attack

Trump pushes Powell to cut rates during rare Fed visit, Wall Street only cares about one tariff deal, Apple releases biggest iPhone software redesign since 2013, Ray Dalio warns of an 'economic heart attack' in 3 years, and Sydney Sweeney sparks latest meme stock rally...

Market Briefing
Market Briefing
'Rough quarters ahead'

Jul 24, 2025

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11 min read

'Rough quarters ahead'

Musk warns: ‘rough quarters’ ahead for Tesla, Trump to visit the Fed, Trump considered breaking up Nvidia, silver's hot streak gathers pace, Krispy Kreme, GoPro and Beyond Meat surge as the latest in meme stock revival...

Market Briefing
Market Briefing
Meme stock fever is back

Jul 23, 2025

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11 min read

Meme stock fever is back

Trump says Japan deal reached, meme stock fever is spreading like it’s 2021, Bezos meets Trump at White House, GM profit shrinks after $1.1 billion tariff hit, and SpaceX warns investors Musk could return to politics...

Market Briefing
Market Briefing
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Market Briefing

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