Newsletter

Stagflation spooks markets, UNH drops 19%, Nvidia faces $5.5B hit, tariffs reshape global economic alliances.

S&P jumps on tariff delay, yet investors face weak CPI, supply chain risks, and Fed credibility issues.

Trump's new tariffs trigger historic market crash and global trade retaliation.

Tariffs, debt, and shifting global markets reshape equities, with Tesla, gold, and small caps emerging as key winners.

Tariff hikes trigger $22B hedge fund outflows from equities, fueling stagflation fears and weakening global trade confidence.

Last-minute budget deal passed, reallocating funds and highlighting political divisions.

Markets Tumble as Liquidity Tightens and Tariffs Escalate, Broadcom Defies Odds with AI Surge, Nvidia and Marvell Struggle

Crypto rallies after Trump's U.S. reserve plans; market jitters from Trump-Zelensky fallout and steep spending drop.

Sharp market fall driven by institutional sell-off, virus fears spike, and Alibaba sees significant gains in earnings.

Trump's bold international proposals spark controversy and economic shifts, from Gaza's restructuring to aggressive U.S. resource strategies and impactful domestic cuts by Musk's DOGE, reshaping federal efficiency and economic landscapes.

Insights on DeepSeek's AI innovation, Trump's tariffs, and Fed's rate hold impacting markets in January 2025.

Overview of Trump's policy changes, market reactions, major AI projects, and airline financials in December 2024.

Inflation eases, Trump plans mass deportations and crypto expansion, while credit card defaults hit a 10-year high.

Highlights from jobs data, market movements, and top stock upgrades to watch this week.

Markets soared in 2024, with tech stocks leading gains, driven by surging AI demand and investor enthusiasm.

Inflation clouds Fed rate cuts, Congress avoids shutdown, consumer spending rises, and major corporate spinoffs surface.

Key macroeconomic updates: U.S. inflation spikes, Bitcoin dominates ETFs, and ECB cuts rates amid uncertainty.

Global Markets in Focus: Explore major political events, crypto milestones, corporate shifts, and market trends shaping global investor strategies.

Markets gain, Bitcoin nears $100K milestone. Walmart shines while Target falters; crypto sees regulatory shift.

Trump policies reshape U.S. markets, favoring defense, energy, and Bitcoin while contractors face federal budget reduction risks.

GOP sweeps key elections, Trump returns with a strong mandate; Fed cuts rates, boosting stocks like Tesla.

Weekly recap: U.S. defense updates, election polls, economic data, Buffett’s cash reserve, and top earnings reports.

Markets reach new highs as investors look ahead to Amazon, Apple, and Meta earnings

Utilities, Gold, Silver, and Gold miner stocks rally as safe bets