Supply shock

Tariffs set to unleash supply shock on US economy, Trump floats new income tax cut, world breathes sigh of relief as Trump spares Fed, Americans are getting flashbacks to 2008, and Huawei develops new AI chip to match Nvidia...

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Market Briefing
April 28, 2025

Good morning.

The Fast Five → Tariffs set to unleash supply shock on US economy, Trump floats new income tax cut, world breathes sigh of relief as Trump spares Fed, Americans are getting flashbacks to 2008, and Huawei develops new AI chip to match Nvidia…

US Economist Explains Bombshell Tariff Motive

Pundits on either side of the aisle have been warning that the US dollar would crash for years. In 2025, it looks like it finally is.

What does that mean for your money... and was this Trump's plan all along?

A 25-year economist and investor explains exactly what's happening, what could come next, and how to position yourself on this page here.

Calendar: (all times ET) - Full Calendar

  • Today:
    None scheduled

  • Tomorrow:
    Advanced retail inventories, 8:30A
    Advanced wholesale inventories, 8:30A
    Consumer confidence, 10:00A
    Job openings, 10:00A

Your 5-minute briefing for Monday, April 28:

BEFORE THE OPEN

As of market close 4/25/2025. Bitcoin as of 4/27/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 21.94% for Week of April 24 2025

Previous week: 24.44%. Updates every Friday.

Market Wrap:

  • S&P +0.7%, Nasdaq +1.3%, Dow +0.05% Friday.

  • Alphabet +1.5%, Tesla +9.8%, Nvidia +4.3%, Meta +2.7%.

  • Week: S&P +4.6%, Nasdaq +6.7%, Dow +2.5%.

  • Trump floats 20–50% tariffs long-term; mixed signals on China talks.

  • Focus shifts to big tech earnings next week: MSFT, AMZN.

EARNINGS

Big earnings week. We’ll be posting in two-day increments:

Today: none watched

Why is the US Dollar Suddenly Crashing?

Depleted retirement accounts? Meme coin investing? The rise in sports betting? A loneliness and opioid epidemic?

This is America in 2025. But these aren't societal problems... they're economic ones.

One investigative journalist is breaking what he calls "the most important money story of our lifetimes," on this page here.

It's the real story about Trump's economic agenda.

- a message from our research partner -

HEADLINES

Trump’s tariff onslaught has roiled Washington and Wall Street for almost one month. If the trade war persists, the next upheaval will hit much closer to home.

Trump suggested Sunday that his sweeping tariffs would help him reduce income taxes for people making less than $200,000 a year, as public anxiety rises over his economic agenda.

  • April jobs report and Big Tech earnings on tap for the week ahead (more)

  • World breathes sigh of relief as Trump spares Fed (more)

  • Corporate America is sounding the alarm on tariffs (more)

  • Americans getting flashbacks to 2008 as tariffs stoke recession fears (more)

  • Bessent says he doesn’t know if Trump, Xi have talked on trade (more)

  • Dollar sellers pause with eye on US jobs (more)

  • Asian stocks edge up in cautious open, futures dip (more)

  • China's Xi calls for self sufficiency in AI development amid US rivalry (more)

  • Huawei reportedly develops new AI chip, seeking to match Nvidia (more)

  • Toyota Industries shares poised to surge on potential buyout (more)

  • Plane tickets get cheaper as domestic travel demand weakens (more)

  • Shein and Temu just started raising prices ahead of new tariffs (more)

DEALFLOW

M+A | Investments

  • Toyota considers $42 billion buyout of Toyota Industries

  • Dataminr, a real-time AI platform for detecting events and risks from public data signals, received a $100M investment from Fortress Investment Group

  • Transtelco Holding, Inc., an independent B2B fiber bandwidth provider, received a strategic investment and completed a debt refinancing

VC

  • Overture Life, a company specializing in embryology lab procedures, raised $20.6M, bringing its total funding to $57M

  • Jericho Security, a platform that allows businesses to detect and prevent deepfake-based scams targeting employees, raised $15M in Series A funding

  • TadHealth, a provider of mental health tech solutions for schools, raised $5.5M in Series A funding

  • Inco, a startup building a confidentiality layer for the blockchain stack, raised $5M in funding

CRYPTO

  • Bitcoin surges to $95K amid record ETF inflows (more)

  • ARK Invest projects Bitcoin could reach $2.4M by 2030 (more)

  • Nike sued for $5M over its shutdown of NFT platform (more)

BULLISH BITES

📈 The most important “AI Stock” you’ve never heard of *

🛻 Bezos-backed Slate Auto debuts analog EV pickup truck that is decidedly anti-Tesla.

🤗 Team valuations are pushing pro sports into the arms of private equity.

🏀 The N.B.A.’s hidden game: Arranging courtside celebrities.

🪨 For people who are serious about their fitness and also have a sense of humor.

DAILY SHARES

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