Archive | Market Briefing

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 9, 2025

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10 min read

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

May 8, 2025

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11 min read

'Major' trade deal

Market Briefing

May 7, 2025

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10 min read

China trade talks, for real

US-China trade talks to start, traders bet on longer wait for rate cuts, DOJ seeks forced breakup of Google ad businesses, Palantir fails to impress investors, and Milken private-credit crowd spots ‘golden’ moment amid chaos...

Market Briefing

May 6, 2025

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10 min read

Pitching investors

Bessent pitches investors to bet on Trump’s economic plan, OpenAI will remain a non-profit, Palantir CEO cites ‘tectonic shift’ in AI adoption, Ford sees $1.5 billion hit from tariffs, and Nike’s President is out...

Market Briefing

May 5, 2025

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10 min read

End of an era

End of an era as Buffett hands over baton, a tidal wave of change headed for US economy, Powell is about to defy Trump, bond traders swing to Powell’s side, and Trump signals willingness to lower China tariffs ‘at some point’...

Market Briefing

May 2, 2025

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10 min read

Tesla replacing Musk?

Tesla board opened search for a CEO to succeed Elon Musk, Apple warns of $900 million tariff hit, Microsoft and Meta lead Wall Street higher, Reddit stock surges near 20%, and China says it’s evaluating US tariff talk overtures...expansion...

Market Briefing

May 1, 2025

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11 min read

Economy shrinks

Big price hikes undercut Trump bet China will absorb tariffs, Nvidia warns China ‘not behind’ in AI, US economy shrank 0.3% in the first quarter, EU to present new trade proposals to US next week, and Amazon to spend $4 billion on small town delivery expansion...

Market Briefing

Apr 30, 2025

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12 min read

First trade deal

Lutnick: One trade deal is done, Eric Trump: Banks may be extinct in ten years, Hedge funds lose market conviction, Super Micro shares dive after weak financials, and Walmart pledges low prices despite tariffs...

Market Briefing

Apr 29, 2025

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11 min read

Best (and worst) stocks

China insists no tariff talks are underway, Nvidia stock drops on report Huawei is developing rival AI chip, IBM plans to invest $150 billion domestically, Temu adds ‘import charges’ to goods, and the best (and worst) stocks during Trump's first 100 days...

Market Briefing

Apr 28, 2025

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10 min read

Supply shock

Tariffs set to unleash supply shock on US economy, Trump floats new income tax cut, world breathes sigh of relief as Trump spares Fed, Americans are getting flashbacks to 2008, and Huawei develops new AI chip to match Nvidia...

Market Briefing

Apr 25, 2025

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9 min read

China stands firm

China denies current trade talks with US, trade whiplash sinks world into ‘uncertainty’, corporate leaders don't want to hire or invest, Harvard to sell $1 billion of private equity stakes, and bank regulators pull back guardrails on bank crypto activities...

Market Briefing

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