Tag: StockMarket

Be in the know. 14 key reads for Tuesday…

  1. Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg)
  2. Alibaba Stock Is a Winner—If It Can Survive Trump Tariff Turbulence (barrons)
  3. Estée Lauder Stock Is Tumbling. Blame a Huge Charge and Disappointing Outlook. (barrons)
  4. PayPal Earnings Show Refresh Is Working. Why the Stock Is Dropping Anyway. (barrons)
  5. China Hits Back at Trump With U.S. Tariffs. Why Google Is in Its Crosshairs. (barrons)
  6. Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg)
  7. Xi’s Careful Reply to Trump Tariffs Shows China Has More to Lose (bloomberg)
  8. Estée Lauder to Cut Up to 7,000 Jobs in Corporate Overhaul (bloomberg)
  9. PayPal posts an earnings beat, but another metric is weighing on its stock (marketwatch)
  10. How Trump’s tariffs closed the loophole used by Chinese retailers (foxbusiness)
  11. S. Frackers and Saudi Officials Tell Trump They Won’t Drill More (wsj)
  12. Trudeau Bends The Knee: Canada Will Send 10,000 Troops To Border, Name Fentanyl Czar To Delay Trump Tariffs (zerohedge)
  13. Alibaba offers DeepSeek on cloud service after Microsoft, Amazon and Huawei (scmp)
  14. Trump’s 2.0 trade war is already ‘fundamentally different’ from 1.0 (yahoo)

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)