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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
New whistleblower

Apr 10, 2024

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16 min read

New whistleblower

CPI report today expected to show little progress against inflation, Google 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
Economic warning

Apr 9, 2024

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14 min read

Economic warning

Jamie Dimon Issues an economic warning, Yellen: US won’t accept Chinese imports decimating new industries, Wells Fargo boosts year-end S&P 500 target to 5,535, Gold prices due for a correction, and Tesla shares jump on Musk’s robotaxi hype...

Market Briefing
Market Briefing
Border boon?

Apr 8, 2024

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14 min read

Border boon?

Border crisis might be a boon for the economy, US and China need ‘tough’ conversations Yellen tells Li, Southwest Boeing 737 engine cover falls off prompting investigation, gold retreats, and Elon Musk claims Reuters is ‘lying’ over report Tesla scrapping plans for low-cost EV...

Market Briefing
Market Briefing
Strange pairing

Apr 5, 2024

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15 min read

Strange pairing

Yellen launches contentious economic meetings with China, Ford postpones rollout of new EVs as demand wanes, bipartisan $78B tax deal hits GOP roadblock, silver prices settle near a three-year high, and Alphabet reportedly weighing offer for HubSpot (a strange pairing)...

Market Briefing
Market Briefing
Apple's 'next big thing'

Apr 4, 2024

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15 min read

Apple's 'next big thing'

Powell says Fed has time to assess data before cut decisions, Apple explores home robotics as ‘next big thing’, US economy continues to shine, Gold plows to another record high, and Spotify is raising prices again...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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