Another Trump-Xi Meeting Disappoints, Though China Can Claim Win
Investors have little to cheer about after five summits between the leaders.
Weekly Roundup: Waiting for the Market to Show Its Hand
During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain.
Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?
Geopolitics Takes Focus as Energy Prices Drive Economy
With rates currently tied so closely to energy prices, some positives would be great for rates.
I Bought Shares in Shein’s IPO So You Don’t Have To
The Hong Kong market debut of Shein has got plenty of bad press. Here’s why the first-day move isn’t as bad as it looks.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday
Trump and Canada talk tariff deal, Venezuela oil production and other headlines moving the market this morning.
Global Central Banks Turn Hawkish on Inflation
Here’s how central banks around the world are attempting to respond to higher prices.
Alibaba Pushes Back on U.S. Punishment as Stock Dips
China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.