Archive | Market Briefing

Market history

Nvidia’s $589 bln DeepSeek rout is largest in market history, Trump says DeepSeek ‘should be a wake-up call’, Tom Lee: “this is the worst market overreaction since the pandemic”, consumer sentiment declines for first time in six months, and Senate confirms pro-crypto Scott Bessent as US Treasury Secretary...

Market Briefing

Jan 27, 2025

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11 min read

Silicon Valley is freaking out

“Silicon Valley is freaking out” over this (so are their investors), Trump to hold off on Colombia tariffs after reaching deal, Trump seizes wartime powers in battle for fossil fuels, a TikTok purchase decision will be made within 30 days, and Musk exploring blockchain use in government efficiency effort...

Market Briefing

Jan 24, 2025

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12 min read

US plans crypto stockpile

Trump to ‘demand’ interest rates drop immediately, Trump signs EO paving the way for crypto stockpile, Benioff predicts today’s CEOs will be the last with all-human workforces, UnitedHealthcare has a new CEO, and OpenAI unveils 'operator' agent to handle web tasks...

Market Briefing

Jan 23, 2025

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13 min read

Clash of the titans

Trump pushes to use tariffs to pay for tax cuts, Musk and Altman spar over $100 billion AI venture, Zelenskiy appeals to Trump in Davos, Netflix shares soar to record high, and MrBeast discussing TikTok bid...

Market Briefing

Jan 22, 2025

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14 min read

Huge investment

Trump announces $500 billion AI infrastructure investment, SEC launches Crypto Task Force, Trump token plummets, BofA CEO says financial industry will jump into crypto payments if allowed, and Trump stirs tariff pot with fresh threats on EU and China...

Market Briefing

Jan 21, 2025

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12 min read

Market reaction

Market reaction to Trump's first day, Trump plans to enact 25% tariffs on Mexico, Canada, Trump to declare national energy emergency, crypto-frenzied weekend makes first family billions of dollars, and Gensler out and pro-crypto Mark Uyeda named SEC Chair...

Market Briefing

Jan 17, 2025

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12 min read

Day-One agenda

Trump’s Day-One agenda, bond market sends warning to Trump, Apple has worst day since August, Tesla's offering Cybertruck discounts, and BlackRock predicts another historic year for Bitcoin...

Market Briefing

Jan 16, 2025

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13 min read

Data fuels rally

Cooler core inflation revives bets on Fed rate cuts, Canada readies tariffs on US products If Trump hits first, Bitcoin tops $100,000, US sues Southwest Airlines over chronic delays, and JPMorgan/Goldma/ Citi rake in record hauls as Biden's era ends...

Market Briefing

Jan 15, 2025

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15 min read

'External' Revenue Service?

Inflation data feeding fears of higher rates, US deficit for first three months of fiscal 2025 is 40% higher than it was last year, Cleveland-Cliffs eyeing all-cash bid for U.S. Steel, SEC sues Elon Musk, and Trump says he’ll create ‘External Revenue Service’ ...

Market Briefing

Jan 14, 2025

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14 min read

Selloff

China considers selling TikTok US to Musk, Treasuries selloff ripples through world markets, MSTR’s Saylor calls bonds ‘toxic’ in pitch for Bitcoin, Trump Media shares jump more than 21%, and SEC charges Robinhood with securities violations to the tune of $45 million...

Market Briefing

Jan 13, 2025

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13 min read

Bond tantrum

Global bond tantrum is worrisome start to new year, inflation report could rattle markets further, Trump’s new economist makes the case for 20% tariffs, Bezos sees no threat in space race, and Zuck slams Apple on its lack of innovation...

Market Briefing

Jan 10, 2025

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11 min read

Dead wrong

LA wildfire costs for insurers double to $20 billion overnight, BlackRock leaves major climate group, healthy December jobs report expected today, Google donates $1 million to Trump's inauguration fund, and D-Wave CEO says Jensen Huang is ‘dead wrong’ about quantum computers...

Market Briefing

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