Archive | Market Briefing

Court blocks tariffs

Trump tariffs deemed illegal by trade court, Nvidia beats on earnings and revenue, Fed ‘well positioned’ to wait on rate cuts, GameStop drops 9% despite $500M BTC purchase, and Trump bristles at ‘TACO Trade’ that bets on him backing down...

Market Briefing

May 28, 2025

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11 min read

Investors await Nvidia

All eyes on Nvidia, US will receive 'Golden Share' in Nippon Steel deal, EU plans to ‘fast track’ trade talks with US, Trump’s tariff revenue topped $22 billion in May, and consumer confidence jumps to four-year high...

Market Briefing

May 27, 2025

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11 min read

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

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10 min read

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

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10 min read

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

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10 min read

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

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10 min read

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

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10 min read

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

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11 min read

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

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10 min read

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

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10 min read

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

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11 min read

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

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