Archive | Market Briefing

The case for cuts

The case for rate cuts is growing, investors choose safe havens over equities, oil jumps more than 7% on supply risk, bond investors look to Fed for guidance, and Google splits with Scale AI after Meta deal...

Market Briefing

Jun 13, 2025

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9 min read

Force-Fed

Trump ‘may have to force’ Fed on interest rates, Chime shares soar 59% in Nasdaq debut, Yellen: Trump’s tariffs will hike inflation to 3% YoY, GameStop’s future is in trading cards, and AMD says its new AI chips can take on Nvidia's...

Market Briefing

Jun 12, 2025

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10 min read

Take it or leave it

Trump warns "take it or leave it" trade offers coming in days, quantum stocks surge as tech at 'inflection point', China will supply rare earths in ‘done’ deal, a ‘shadow’ Fed chair could be coming, and GameStop plunges on $1.75B debt offering...

Market Briefing

Jun 11, 2025

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10 min read

Meta's 9-figure recruitment

CPI preview: Inflation expected to tick higher, Bessent emerging as a contender to succeed Fed’s Powell, Meta launching AI superintelligence lab with 9-figure pay push, Tesla rallies on robotaxi hopes, and CoreWeave and Palantir get meme stock comparisons as shares soar...

Market Briefing

Jun 10, 2025

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10 min read

'Big Money' turns bullish

Apple stays quiet on AI, the bull case for stocks is growing, Treasury debt auctions seen as important sentiment test, Amazon to invest $20 billion in data centers, and Circle extends gains for third day in a row since blockbuster IPO...

Market Briefing

Jun 9, 2025

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10 min read

London talks

US-China to hold trade talks in London today, retail traders pile into Tesla as Trump-Musk spat hit stock, China central bank extends gold-buying streak, Meta in talks for $10 billiion Scale AI investment, and markets are primed for US IPO revival...

Market Briefing

Jun 6, 2025

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9 min read

The breakup

Wall Street reacts as Trump-Musk feud rages, Trump and Xi hold call, Circle triples in public market debut, Lululemon dives 23%, and Tesla plunges most in four years as conflict with Trump erupts...

Market Briefing

Jun 5, 2025

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10 min read

Rally stalls

Rally stalls on discouraging economic data, Elon urges Americans to ‘Kill the Bill’, Trump airs frustrations with Xi and Powell, BofA says Robinhood is a ‘prime candidate’ for S&P 500, and Amazon to test humanoids for package delivery...

Market Briefing

Jun 4, 2025

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10 min read

Tariff doubles

Trump signs order hiking steel tariffs to 50%, Elon blasts Trump tax bill, Meta strikes 20-year nuclear power agreement, Robinhood shares ride crypto boom, and Nvidia tops Microsoft -regains most valuable company...

Market Briefing

Jun 3, 2025

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11 min read

Ready to play hardball

China’s new trade negotiator is ready to play hardball, Google could fall 25% in 'black swan event’, finance leaders fear destructive US debt scenario, Robinhood’s Bitstamp deal takes it beyond retail trading, and Elon Musk returns to his tech empire...

Market Briefing

Jun 2, 2025

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10 min read

Big Tech is back

China accuses US of violating trade deal, Big Tech is back in the driver’s seat, Bessent says US will never default, Trump’s 'TACO' trade is Wall Steet's biggest debate, and Saylor’s Bitcoin buying strategy is ‘exploding’...

Market Briefing

May 30, 2025

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11 min read

Tariffs back, for now

Trump tariffs reinstated by appeals court for now, Trump pressed Powell to lower rates in White House meeting, US-China talks ‘a bit stalled’, Eric Trump wants to see some big banks ‘go extinct’, and Anduril and Meta team up to transform XR for the US military...

Market Briefing

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