Archive | Market Briefing

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

Apr 24, 2025

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10 min read

Tariffs u-turn

Trump U-turns on Powell and China, Bessent: China tariffs are not sustainable, exhausted traders get no relief from rebound, a dozen states sue Trump to block new tariffs, and Gold prices plunge in biggest one-day drop in years...

Market Briefing

Apr 23, 2025

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11 min read

China tariffs to drop?

Trump: No intention of firing Powell, Bessent expects tariff standoff with China to de-escalate, Dow snaps four-day string of losses, Bitcoin rises above $93,000, and Elon is taking a step back from DOGE...

Market Briefing

Apr 22, 2025

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10 min read

Trump vs Fed

Trump insists Powell cut rates now, US asks judge to break up Google, dollar hits three-year low, Musk caught in ‘code red’ moment at Tesla, and Trump hosts Walmart and Target CEOs for tariff meeting...

Market Briefing

Apr 21, 2025

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10 min read

Big earnings

100+ S&P 500 companies set to report earnings, Zuckerberg, Dimon among top sellers ahead of tariff stock rout, Trump’s approval rating on the economy tanks, global trade war hangs over India visit, and Google makes history with rapid-fire antitrust losses...

Market Briefing

Powell: Tariffs likely to reignite inflation

Apr 17, 2025

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10 min read

Powell: Tariffs likely to reignite inflation

Fed's Powell: Tariffs "highly likely" to reignite inflation, China’s grip over the strategic minerals, tariff panic spurs fastest retail sales growth in years, Trump chip export restrictions deal blow to Nvidia, and China pivots from US to Canada for more oil...

Market Briefing

Apr 16, 2025

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10 min read

Fireworks incoming

Another lull, but fireworks are coming, Trump presses China to make tariff offer, Nvidia faces $5.5B charge tied to China chip sales, OpenAI considering its own social network, and Ryan Cohen ramps Up $1 billion GameStop bet...

Market Briefing

Apr 15, 2025

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11 min read

Apple-fueled rebound

US businesses sue to block Trump tariffs, Webull jumps 441% after SPAC merger, over 60% of CEOs expect a recession, and Apple regains $3 trillion market cap, and Nvidia to mass produce AI supercomputers over next four years in $500 billion push...

Market Briefing

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