Archive | Market Briefing

'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

May 29, 2025

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11 min read

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

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