More
[Yahoo/Bloomberg] Nasdaq Rises as Tech Rebounds Ahead of Fed: Markets Wrap [Yahoo/Bloomberg] Fed to Hold Rates Steady and Brace for Trump [AP] Fed likely to hold rates steady despite Trump call for cuts as it awaits tariff, immigration changes [Yahoo/Reuters] US goods trade deficit widens sharply in December on imports [CNBC] Mortgage demand drops further, […]
NVIDIA Loses Over Half Trillion In One Day The World Needs Resources The Fed Can’t Print DeepSink Is AI’s Sputnik Moment “So earnings growth in the AI space, admittedly meteoric if not miraculous through the early quarters of 2024. Earnings growth slowed considerably in late 2024 and as we come into this year. And if […]
[Yahoo/Bloomberg] Nasdaq Higher as Nvidia Rebounds: Markets Wrap [Yahoo/Bloomberg] Dollar Climbs as Trump Puts Tariff Threats Back on the Agenda [Reuters] Tech stock selloff deepens as DeepSeek triggers AI rethink [Yahoo/Bloomberg] Oil Holds Slump as Trump Raises the Stakes With Tariff Threats [Reuters] Currency markets jittery as traders assess DeepSeek, tariff concerns [Yahoo/Bloomberg] Japan Tech […]
In the movie The Avengers there’s a scene in which the Hulk is fighting the trickster god Loki of Norse mythology fame. Loki takes exception to being opposed by a mere mortal: “I am a god, you dull creature, and I will not be bullied by the—,” at which point the Hulk grabs Loki by the […]
[Yahoo/Bloomberg] Nasdaq Tumbles as DeepSeek Rattles Tech: Markets Wrap [Yahoo/Bloomberg] Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff [Yahoo/Bloomberg] DeepSeek Buzz Puts Tech Stocks on Track for $1.2 Trillion Drop [Yahoo/Bloomberg] US Yields Fall to Lowest This Year as Tech Risk Fuels Haven Bid [Reuters] Oil Fluctuates as Trump’s Rapid-Fire Trade Moves Rattle Market […]
[Yahoo/Bloomberg] Wall Street’s Big Hope Is Trump Pulls His Punches on Immigration [Yahoo/Bloomberg] Currency volatility set to wipe out emerging-market carry trades [Reuters] Trump, at zenith of power, moves quickly to ‘take over’ Washington [AP] Trump wants Egypt and Jordan to take in Palestinians from Gaza. Here’s why they are likely to refuse [Yahoo/Bloomberg] Risk […]
Expectations for a Messy Stretch This week, HAI would like to join millions of others in welcoming Donald J. Trump back to the White House. He will otherwise have a chilly reception—the returning President is walking into a mess. The Trump-2 administration is now facing a toxic emerging market-like combination of debt and inflation. Consequently, […]
[AP] Trump’s stop in Las Vegas will focus on how he wants to eliminate taxes on tips [Reuters] Mexico refuses US military flight deporting migrants, sources say [Yahoo/WSJ] Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives [Yahoo/Bloomberg] Trump’s Week One Ends With a Heap of Climate Rollbacks [Yahoo Finance] Insurers are dropping […]
