Market Briefing

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...

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...

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...

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...

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...

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...

Tariff wars

Trump signals new tariffs on chips, China raises US tariff to 125%, the world's hot new trade is "Sell America", tariff concession saved Apple from the brink, and freak sell-off of US bonds raises fear confidence in America is fading...

Collateral damage

Main Street left as collateral damage in tariff war, Bessent emerges as Wall St man-of-the-hour trade negotiator, inflation rate eases to 2.4%, Senate confirms Trump’s pro-crypto SEC chair Paul Atkins, the wealthy are loading up on cash, gold and family trusts...

Fear to euphoria

Markets turn from fear to euphoria after tariffs paused, Dow surges 2,900 points, S&P 500 posts biggest gain since 2008, Trump hikes China tariffs to 125%, OpenAI countersues Elon Musk, and Goldman sees 65% chance of recession next year...

Our #1 Tariff-proof stock for April