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Monday was marked by a trillion dollar selloff in US equities – especially the AI-related names – and a swift flow toward safer assets. Nvidia printed its biggest one-day loss as Nasdaq 100 tanked 3% and nuclear stocks joined the rout.
But the selloff may have been exaggerated as there are many unanswered questions regarding the DeepSeek’s AI model, its capacity to rival US tech peers for global dominance and for industry’s future trends.
Listen to find out more!

Last week wrapped up with a striking contrast: bullish momentum through most of the week gave way to a bearish close on Friday. A set of stronger-than-expected PMI data prompted investors to recalibrate their Federal Reserve (Fed) outlook, weighing stronger economic growth and the likelihood of a more hawkish Fed response.
A such, the Stoxx 600 retreated after hitting a fresh record. The S&P500 and Nasdaq traded lower as well, and futures, especially Nasdaq futures, are looking pretty bad this morning with a more than 2% slide at the time of writing hammered by the news that the Chinese startup...

US 2-year yield and crude oil fell, and the S&P500 extended gains to a fresh ATH yesterday, as US President Donald Trump said – in his virtual speech in Davos – that he would push for further interest rate cuts and ask OPEC to lower crude prices.
Chip stocks couldn’t fully benefit from yesterday’s rally as the Korean chipmaker SK Hynix cautioned that the 2025 memory demand outlook was uncertain due to inventory adjustments by PC and smartphone manufacturers, along with heightened trade protections and geopolitical risks.
But overall, the equity rally has further room to run on prospects of...

US equities were boosted by strong earnings and Trump’s AI push. Technology stocks led the rally, while Tesla fell on Elon Musk’s frustration over the closer relationship between Trump and OpenAI’s Sam Altman.
Elsewhere, P&G’s latest quarterly report showed that the company’s Q4 sales growth came from higher volumes and not from price hikes, giving hope regarding the US inflation dynamics. Unfortunately, that doesn’t erase the risk of rising inflationary pressures on Donald Trump’s pro-growth policies, his tax cut and mass deportation plans and the tariffs – which are all potential inflation-boosters.
In Europe, the Stoxx 600 advanced to a...

Before he became the 47. President of the United States, Trump and his team launched a...Memecoin? Good or bad for the industry?

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Netflix blew past the market expectations last quarter and printed its biggest ever quarterly jump in subscriptions. The share price jumped 14% in the afterhours trading.
More good news for the tech lovers. Trump, together with Softbank and Oracle, announced to invest as much as $500bn in AI infrastructure in the next four years. Oracle jumped more than 7% on the news, while VanEck’s uranium and nuclear ETF gained almost 5%.
The news also boosted growth and productivity expectations more than they fueled the ballooning debt worries. The major US indices gained, while small and mid-cap indices outperformed their bigger...

Surprise, Trump didn’t throw a punch to China in the first few minutes of his presidency and the WSJ reported that he would study the trade policies and the relationships with China, Canada and Mexico instead. The latter gave hope that Trump’s trade policies wouldn’t be as aggressive as he promised. The US dollar initially fell.
BUT WAIT... the dollar jumped again, erasing losses versus most major currencies as Donald Trump later said that Canada and Mexico could be subject to 25% tariffs from February 1st. Any remarks could hit China anytime, as well.
This morning, we are back to...

After a few weeks of hesitation around the beginning of the new year, the equity bulls finally returned to the market last week on the back of a set of slower-than-expected inflation figures from both the US and the UK, and a set of stronger-than-expected US big bank results. The global bond yields retreated in the developed world from a peak reached earlier last week and let the equities take a breather.
In FX and commodities, the US dollar retreated on the back of soft CPI and softening Federal Reserve (Fed) expectations, leading to a slow down of the selloff...

Markets are riding a wave of optimism fueled by slower-than-expected US retail sales, strong earnings from banks and TSM, and hawkish comments from Fed's Christopher Waller hinting at earlier rate cuts if inflation continues its downward trend. Yet, US inflation metrics show core services inflation remains stubbornly high, while energy prices face upward pressure from geopolitical risks like Trump’s tariff threats and sanctions on oil producers.
In China, upbeat Q4 data helped the CSI 300 index and yuan, though deflation and weak retail sales signal the recovery isn’t complete. Meanwhile, US and European yields dipped amid dovish central bank remarks...

Yesterday offered an almost ideal news flow for global investors. The markets lit up with joy yesterday on the back of softer-than-expected inflation numbers from the UK and the US, as well as strong bank earnings. Yields fell, equities gain, the US softened, banks and Big Tech rallied – and the rally could continue today on the back of stronger-than-expected TSM results.
But inflation remains well above the Federal Reserve (Fed) policy target, the German economy shrank for the second consecutive year, while the stock valuations remain at levels that can’t afford any misstep.
Listen to find out more!