Newsletter

Markets slump as Trump tariffs hit copper and allies; Fed signals stall rate-cut hopes heading into Q3 volatility.

Trump delivers major tax win; trade envoys rush to Washington to avoid sweeping import penalties.

S&P nears record highs despite weak GDP, tariff threats, and Trump’s $4.2T bill drama.

Trump launched surprise strikes on Iran, jolting markets and overshadowing the Fed’s dovish signals on potential rate cuts.

Trump’s China deal and calm CPI boosted sentiment until geopolitical chaos triggered a market-wide selloff and oil surge.

Markets rebound as AI and energy surge, shrugging off Tesla’s plunge and Trump-Musk chaos.

May ends with tariff turmoil, legal uncertainty, and signs of slowing consumer and import activity.

Investor sentiment shifts amid U.S. debt concerns, Trump’s tariff moves, and the MAHA report spotlighting chronic health risks.

Tariff truce fuels rally, but Moody’s downgrade and falling tips signal deeper problems lurking under investor euphoria.

Tariffs ease Fed fears, commodities climb, home costs surge, Google weakens, UK stocks jump, Uber shows resilience.

U.S. GDP shrinks, consumer demand splits, and rising tariffs stoke global food inflation and economic volatility.

Corporations slash 2025 forecasts amid tariff-driven cost pressures and weakening demand.

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.