Archive | Market Briefing

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

May 12, 2025

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9 min read

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

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