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Trump Tariffs Shake Markets

Weekly Briefs

3 days ago

Trump Tariffs Shake Markets

Trump hits imports with 25% tariffs, inflation rises, UK economy beats forecasts, Big Tech bets on AI, and Chinese tech stocks rebound

Investors Are Tariff-ied

Investors Are Tariff-ied

Investors Are Tariff-ied

February 08

Cooling Inflation

Cooling Inflation

Cooling Inflation

January 18

AI’s Record 2024

AI’s Record 2024

AI’s Record 2024

January 11

2024 Wrapped

2024 Wrapped

December 28

Dot Plot Shock

Dot Plot Shock

December 21

China Lets Loose

China Lets Loose

China Lets Loose

December 14

Japanification

Japanification

December 07

All Eyes On Nvidia

All Eyes On Nvidia

All Eyes On Nvidia

November 23

Crypto, Dollar and Gold Triad

Crypto, Dollar and Gold Triad

Crypto, Dollar and Gold Triad

November 16

A Red Sweep

November 09

Spooky Sell Signal

Spooky Sell Signal

Spooky Sell Signal

November 02

Gold Shines at New Highs

Gold Shines at New Highs

Gold Shines at New Highs

October 26

The ECB Cuts Again

The ECB Cuts Again

The ECB Cuts Again

October 19

Slowing Disinflation

Slowing Disinflation

Slowing Disinflation

October 12

Golden-Week Rush

Golden-Week Rush

Golden-Week Rush

October 05

China’s Massive Package

China’s Massive Package

China’s Massive Package

September 28

The Fed’s Big Rate Cut

The Fed’s Big Rate Cut

The Fed’s Big Rate Cut

September 21

The ECB Cuts Again

The ECB Cuts Again

The ECB Cuts Again

September 14

Banks Turn Bearish On China

Banks Turn Bearish On China

Banks Turn Bearish On China

September 07

Million-Dollar Gold Bar

Million-Dollar Gold Bar

Million-Dollar Gold Bar

August 24

Bonds Are Back

Bonds Are Back

August 17

Black Monday

Black Monday

August 10

Diverging Rate Decisions

Diverging Rate Decisions

Diverging Rate Decisions

August 03

Still Strong

Still Strong

July 27

Smaller Is Better

Smaller Is Better

Smaller Is Better

July 20

The Name Is Bond, Green Bond

The Name Is Bond, Green Bond

The Name Is Bond, Green Bond

July 13

Landslide Victory

Landslide Victory

Landslide Victory

July 06

AI-Frenzy Takes a Break

AI-Frenzy Takes a Break

AI-Frenzy Takes a Break

June 29

Bye Apple, Hello Nvidia

Bye Apple, Hello Nvidia

Bye Apple, Hello Nvidia

June 22

The Fed Stays Put

The Fed Stays Put

The Fed Stays Put

June 15

An Indian Rollercoaster

An Indian Rollercoaster

An Indian Rollercoaster

June 08

The Name’s Bond, Convertible Bond

The Name’s Bond, Convertible Bond

The Name’s Bond, Convertible Bond

June 01

Nvidia Does It Again

Nvidia Does It Again

Nvidia Does It Again

May 25

A Small Relief

A Small Relief

May 18

From Boom To Bust

From Boom To Bust

From Boom To Bust

May 11

Higher For Longer

Higher For Longer

Higher For Longer

May 04

Still Magnificent

Still Magnificent

Still Magnificent

April 27

Halve And Havoc

Halve And Havoc

Halve And Havoc

April 20

Stubborn Inflation

Stubborn Inflation

Stubborn Inflation

April 13

Choc Shock

Choc Shock

March 30

An End Of An Era

An End Of An Era

An End Of An Era

March 23

Britain Bounces Back

Britain Bounces Back

Britain Bounces Back

March 16

China's Goal

China's Goal

March 09

Bye iCar, Hello iAI

Bye iCar, Hello iAI

Bye iCar, Hello iAI

March 02

Nvidia Beats Expectations

Nvidia Beats Expectations

Nvidia Beats Expectations

February 24

Germany Overtakes Japan

Germany Overtakes Japan

Germany Overtakes Japan

February 17

Riding The Dragon

Riding The Dragon

Riding The Dragon

February 10

China’s Falling Behind

China’s Falling Behind

China’s Falling Behind

February 03

India Outshines Hong Kong

India Outshines Hong Kong

India Outshines Hong Kong

January 27

Aging Dragon

Aging Dragon

January 20

US Inflation’s Accelerating

US Inflation’s Accelerating

US Inflation’s Accelerating

January 13

Tesla Lost Its Crown

Tesla Lost Its Crown

Tesla Lost Its Crown

January 06

2023 Market Wrap-Up

2023 Market Wrap-Up

2023 Market Wrap-Up

December 30

The Last Samurai

The Last Samurai

The Last Samurai

December 23

Fed Teases 2024 Rate Cuts

Fed Teases 2024 Rate Cuts

Fed Teases 2024 Rate Cuts

December 16

Bond Market's License to Thrill

Bond Market's License to Thrill

Bond Market's License to Thrill

December 09

Cyber Week Bonanza

Cyber Week Bonanza

Cyber Week Bonanza

December 02

OpenAI's Leadership Shuffle Drama

OpenAI's Leadership Shuffle Drama

OpenAI's Leadership Shuffle Drama

November 25

Inflation’s Cooling In The US And UK

Inflation’s Cooling In The US And UK

Inflation’s Cooling In The US And UK

November 18

Back Into Deflation

Back Into Deflation

Back Into Deflation

November 11

Triple Hold On Rate Hikes

Triple Hold On Rate Hikes

Triple Hold On Rate Hikes

November 04

The US Economy Is Still Flexing Its Muscles

The US Economy Is Still Flexing Its Muscles

The US Economy Is Still Flexing Its Muscles

October 28

Inflation’s Refusing To Come Down

Inflation’s Refusing To Come Down

Inflation’s Refusing To Come Down

October 14

Investors Are Bracing For A Dip

Investors Are Bracing For A Dip

Investors Are Bracing For A Dip

October 09

An End In Sight

An End In Sight

An End In Sight

October 02

Rate Hike Recess

Rate Hike Recess

Rate Hike Recess

September 25

End Of An Era

End Of An Era

September 18

China's #1 Ambitions Are Fading

China's #1 Ambitions Are Fading

China's #1 Ambitions Are Fading

September 11

Americans’ Piggy Banks Are Running Low

Americans’ Piggy Banks Are Running Low

Americans’ Piggy Banks Are Running Low

August 28

Trying To Break The (Wage-Price) Spiral

Trying To Break The (Wage-Price) Spiral

Trying To Break The (Wage-Price) Spiral

August 21

China: A Nation In Deflation

China: A Nation In Deflation

China: A Nation In Deflation

August 14

Uncle Sam Gets Downgraded

Uncle Sam Gets Downgraded

Uncle Sam Gets Downgraded

August 07

Twin Hikes

Twin Hikes

July 31

Stagnating Dragon

Stagnating Dragon

Stagnating Dragon

July 24

A Tale Of Three Inflation Stories

A Tale Of Three Inflation Stories

A Tale Of Three Inflation Stories

July 17

Silver Is Shining Bright

Silver Is Shining Bright

Silver Is Shining Bright

July 10

UK Inflation: Defying Gravity

UK Inflation: Defying Gravity

UK Inflation: Defying Gravity

June 26

The Fed Calls A Timeout

The Fed Calls A Timeout

The Fed Calls A Timeout

June 19

A One-Two Punch

A One-Two Punch

A One-Two Punch

June 12

Shrinking Dragon

Shrinking Dragon

Shrinking Dragon

June 05

Keep Calm And Carry On

Keep Calm And Carry On

Keep Calm And Carry On

May 29

The AI-ffect Of The AI Mania

The AI-ffect Of The AI Mania

The AI-ffect Of The AI Mania

May 22

SLOOS: Crunch Time Looms

SLOOS: Crunch Time Looms

SLOOS: Crunch Time Looms

May 15

Last Republic

Last Republic

May 08

LVMH Pops The Bubbly

LVMH Pops The Bubbly

LVMH Pops The Bubbly

May 01

India Takes The Population Throne

India Takes The Population Throne

India Takes The Population Throne

April 24

The End Is Nigh

The End Is Nigh

The End Is Nigh

April 17

OPEC Drops the Pump

OPEC Drops the Pump

OPEC Drops the Pump

April 10

Why Gold Is Glittering

Why Gold Is Glittering

Why Gold Is Glittering

April 03

Can't Stop Won't Stop

Can't Stop Won't Stop

Can't Stop Won't Stop

March 27

To Hike Or Not To Hike

To Hike Or Not To Hike

To Hike Or Not To Hike

March 20

China’s An Underachiever

China’s An Underachiever

China’s An Underachiever

March 13

Cash Is King

Cash Is King

March 06

What Energy Crisis?

What Energy Crisis?

What Energy Crisis?

February 27

The Name’s Bond, Japanese Bond

The Name’s Bond, Japanese Bond

The Name’s Bond, Japanese Bond

February 20

The AI War Has Begun

The AI War Has Begun

The AI War Has Begun

February 13

Hikes Everywhere

Hikes Everywhere

Hikes Everywhere

February 06

What Recession?

What Recession?

What Recession?

January 30

Shrinking Population

Shrinking Population

Shrinking Population

January 23