Tag: StockMarket

Be in the know. 12 key reads for Monday…

  1. Opinion: ‘Buy the dip and sell the rips’ — stock traders are counting on the ‘Trump put’ (marketwatch)
  2. “Combining these modeled EPS and valuation sensitivities suggests near-term downside of roughly 5% to S&P 500 fair value if the market prices the sustained implementation of the newly-announced tariffs,” says Goldman. (marketwatch)
  3. Barclays assigns 45% probability to courts stopping tariffs (marketwatch)
  4. Tom Lee gives five reasons to buy the dip after tariff announcement (marketwatch)
  5. MarketWatch Today U.S. stock indexes trim losses and dollar pares gain as Mexico touts one-month tariff delay (marketwatch)
  6. Trump’s tariffs could hurt Temu and Shein. Here’s which stocks stand to gain. (marketwatch)
  7. Trump gives a lift to healthcare stocks with comments on Medicare and Medicaid (marketwatch)
  8. U.S. booze stocks tumble as Canada retaliates against Trump tariffs (marketwatch)
  9. UBS Wealth reiterated its 6,600 target for S&P 500. ‘Tariffs unlikely to be sustained.’ (marketwatch)
  10. China Reportedly Preparing Trade Talks With Trump After Weekend Tariff Shock (zerohedge)
  11. US Manufacturing Activity Expands for First Time Since 2022 (bloomberg)
  12. China Prepares Trade Deal for Trump to Avoid Tariffs, WSJ Says (bloomberg)

Be in the know. 8 key reads for Sunday…

  1. What Trump Aims to Achieve With His New Tariff Plans (bloomberg)
  2. Stop Panicking Over Teens and Social Media (wsj)
  3. Retail investors pour $900mn into Nvidia as they chase ‘buying opportunity’ (ft)
  4. China Vows Measures Against US Tariffs, Threatens WTO Action (bloomberg)
  5. Here’s how tariffs on Canada, China and Mexico may impact U.S. consumers (cnbc)
  6. Canada and Mexico Move to Retaliate on Tariff Orders (nytimes)
  7. Trump’s Tariffs Put China in a Difficult Spot (nytimes)
  8. Ray Dalio | The All-In Interview (youtube)

Be in the know. 10 key reads for Saturday…

  1. Dollar General Is No Walmart. Buy the Stock Anyway. (barrons)
  2. Tech stocks have worst week in months after ‘nobody saw DeepSeek coming’ amid AI mania (marketwatch)
  3. Investors snap up stocks outside of the ‘Magnificent Seven’ in January (marketwatch)
  4. Tech giants to turn into ‘Lagnificent 7’ as U.S. exceptionalism peaks, say Bank of America strategists (marketwatch)
  5. Don’t count on ‘Magnificent Seven’ stocks repeating their winning streak this year, these Wall Street gurus warn (marketwatch)
  6. Intel’s forecast missed by a mile. Here’s why the stock is ‘numb’ to the problem. (marketwatch)
  7. Mexico, Canada Work Against the Clock to Avert Trump Tariffs (bloomberg)
  8. Canada Resorts to Chopper-Video Diplomacy to Halt Trump Tariffs (bloomberg)
  9. Fed’s Goolsbee Lauds Inflation Progress But Supports Slower Pace (bloomberg)
  10. Here’s what Trump’s tariff threats look like on the ground in China (cnbc)