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First-ever

Apr 26, 2024

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13 min read

First-ever

Alphabet announces first-ever dividend, GDP growth slowed well below expectations, Fed rate cuts dream slowly slipping away, FCC votes to restore net neutrality, and Huawei’s new phone sports latest made-in-China chip...

Market Briefing
Market Briefing
Signed off

Apr 25, 2024

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15 min read

Signed off

Biden signs Israel, Ukraine, TikTok bill into law - what happens now, US Chamber of Commerce sues FTC over noncompete ban, Meta loses $200 billion in value as company bleeds cash, and TikTok CEO expects to defeat ban: 'We aren't going anywhere'...

Market Briefing
Market Briefing
Speeding up

Apr 24, 2024

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14 min read

Speeding up

Senate advances aid for Israel, Ukraine, Taiwan, and TikTok bill, FTC votes to ban noncompete agreements, Tesla speeds plan for cheaper cars by 2025, new Labor Dept rule cracks down on bad retirement savings advice, and Apple sends invites to May 7 launch event...

Market Briefing
Market Briefing
Fierce competition

Apr 23, 2024

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15 min read

Fierce competition

Earnings kick into high gear, Tesla slides as EV makers slash prices amid fierce competition, Russia warns the world is on the brink of a ‘direct military clash’ between nuclear powers, US sues to block union of Coach and Michael Kors, and Luxury real estate prices just hit an all-time record...

Market Briefing
Market Briefing
Big earnings

Apr 22, 2024

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15 min read

Big earnings

Magnificent Seven earnings arrive with stocks at critical moment, House passes Ukraine, Israel, Taiwan aid, TikTok ban, Tesla cuts its car prices around the world, traders cashing out of markets en masse, and UAW wins big in historic union vote at Volkswagen plant...

Market Briefing
Market Briefing
Goldman warning

Apr 19, 2024

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14 min read

Goldman warning

Goldman President warns out of control spending risks economic crisis, tech CEOs give India PM Modi election boost, Walmart-backed Ibotta shares surge 34%, Meta’s new AI assistant rolling out across social platforms, and Google terminates employees after multicity protests (read memo)...

Market Briefing
Market Briefing
IPO revival

Apr 18, 2024

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14 min read

IPO revival

Whistleblower testifies as Boeing faces scrutiny in Senate hearings, Wall Street wants answers on Tesla's Model 2 car, China warns west of 'survival of the fittest', TikTok divest-or-ban bill heads to fast-track in Congress, and bank leaders hail IPO market’s budding revival...

Market Briefing
Market Briefing
Higher for longer

Apr 17, 2024

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14 min read

Higher for longer

Powell signals rates will be higher for longer, the biggest Wall Street banks book gain, gold shining ‘bright like a diamond’, DOJ sues Ticketmaster, Live Nation over ticketing monopoly, and Bitcoin halving is likely this week...

Market Briefing
Market Briefing
Tesla slashes staff

Apr 16, 2024

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15 min read

Tesla slashes staff

Lockheed wins $17B US missile defense contract, Israel vows to retaliate against Iran for missile attacks, Tesla lays off more than 10% of staff, strong retail sales boost first-quarter growth estimates, and 'opportunity of a lifetime' may unfold for gold and silver this week...

Market Briefing
Market Briefing
Markets on edge

Apr 15, 2024

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13 min read

Markets on edge

Likely market reaction after Iran attacks Israel, markets on edge as US seeks UN response to attacks, Gold jumps as strike stokes haven demand, inflation comes for housing market, and Apple’s iPhone shipments drop 10% as rivals rise...

Market Briefing
Market Briefing
Bullish or bearish?

Apr 12, 2024

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14 min read

Bullish or bearish?

Tame producer price data soothes inflation concerns, S&P, Nasdaq end sharply higher on soft inflation data, Apple plans to overhaul entire Mac line with AI chips, brokerages shift Fed rate-cut expectations to September, and Cathie Wood muscles into ChatGPT boom with new OpenAI stake...e unveils custom Arm-based chips, small-business sentiment slides to 11-year low, gold hits another record awaiting inflation print, and Boeing hit with new whistleblower allegations...

Market Briefing
Market Briefing
Comin' in hot

Apr 11, 2024

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14 min read

Comin' in hot

US inflation refuses to bend, Gold slips from record levels, Alibaba shares jump after founder Jack Ma reemerges, Fitch downgrades China’s outlook, and Nvidia enters correction territory...

Market Briefing
Market Briefing
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Market Briefing

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