Market Briefing

The briefing Wall Street & C-Suites are reading.

Dec 20, 2024

Deal debacle

Trump-backed spending deal fails in House, Amazon workers strike in effort to disrupt Christmas, FedEx to spin off its freight trucking business, Nike warns its turnaround will be a slog, and Bezos, Trump, and Musk met for dinner at Mar-a-Lago...

Market Briefing

Dec 19, 2024

Powell shocks markets

Powell shocks markets after interest rate cut, Trump breaks with Johnson on funding, Trudeau’s crisis rips up trade fight playbook, DOJ files complaint against CVS for unlawful opioid prescriptions, and you can now call 1-800-CHATGPT...

Market Briefing

Dec 18, 2024

Worst in decades

Fed set to deliver third-straight interest rate cut, Dow on longest losing streak since 1978, Nissan shares surge 22% on potential mega-merger with Honda, Nvidia falls deeper into correction territory, and 2024 was the 'year of the bond'...

Market Briefing

Dec 17, 2024

$100B US investment

SoftBank CEO announces a $100 billion investment into the US, Trudeau ‘considering resignation’ after finance minister quits, drone stocks are surging, Broadcom jumps 11%, and Nvidia hits correction territory...

Market Briefing

Dec 16, 2024

Huge winners

The Fast Five → Palantir, MicroStrategy, Axon Join Nasdaq 100, Bitcoin surges above $106,000, Broadcom hits trillion-dollar valuation, T-Mobile announces $14 billion share buyback, and Happy 400th birthday to the world’s oldest bond...

Market Briefing

Dec 13, 2024

Rally shows cracks

S&P 500’s record rally shows cracks, Trump rings bell at NYSE, Congress introduces bills to break up health conglomerates, Broadcom shares soar 13%, and YouTube TV’s monthly cost soars to $82.99...

Market Briefing

Dec 12, 2024

Record-breaking

Magnificent seven back in pole position, Big Tech drives Nasdaq to 20,000, Tesla surges to first all-time high in 3 years, Alphabet soars to all-time high, and inflation gives Fed green light for December cut...

Market Briefing

Dec 11, 2024

'Breakthrough' chip

Alphabet shares jump on 'breakthrough' quantum chip, Xi readies bargaining chips for US trade war, Trump picks Andrew Ferguson to chair FTC, Kroger’s $24.6B Albertsons deal blocked by judges, and GM to exit Cruise robotaxi business...

Market Briefing

Dec 10, 2024

New 2025 projection

S&P 2025 projections have a new high-water mark, UnitedHealth plunges as company faces new scrutiny, US importers set to accelerate shipments to record levels, Amazon is bringing QuickBooks to its millions of third-party sellers, and OpenAI releases anticipated text-to-video model Sora...

Market Briefing

Dec 09, 2024

Just getting started

Trump has no plans to remove Fed Chair Powell, “AI’s growth is just getting started”, BRICS have no interest in weakening USD, Trading platform eToro plans IPO, and Palantir, Anduril sign partnership for AI training in defense...

Market Briefing