Latest in DeepSeek and tariffs have roiled the market. History shows deeper pullbacks are coming, this strategist says.
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History beckons as Curry twins' dream comes true
From the age of four, the Curry twins Tom and Ben have been dreaming of playing rugby together for England - now that is finally set to happen.BBC News - Jan. 29 -
Do DeepSeek’s A.I. Advances Mean US Tech Controls Have Failed?
DeepSeek’s A.I. models show that China is making rapid gains in the field, despite American efforts to hinder it.The New York Times - Jan. 29 -
How Trump tariffs could upend car markets in Europe, the US and China
Levies threaten exporters to US market, while scrapping of subsidies will hit EV sales – and Tesla could gain. The internal combustion engine appears to hold a special place in Donald Trump’s ...The Guardian - Jan. 29 -
Could DeepSeek be the ‘black swan’ event that triggers a bear market?
DeepSeek is more of a ‘gray swan’ — with consequences for both the market and the Federal Reserve, says strategist Ed Yardeni.MarketWatch - Jan. 28 -
DeepSeek shows AI's centre of power could shift away from US
The app's strong debut has shaken beliefs that the US would remain the unchallenged global AI superpower, writes the BBC's Marc Cieslak.BBC News - Jan. 28 -
Tech billionaires lost almost $100bn in stock market selloff sparked by DeepSeek
Nvidia saw $600bn of its market value disappear, while its CEO, Jensen Huang, saw his net worth drop by nearly $21bn. DeepSeek ’s cut-price challenge to US AI dominance, which wiped $600bn in ...The Guardian - Jan. 28 -
How DeepSeek’s fallout could threaten U.S. consumption, according to strategists
Citigroup strategists took a look at what happens after a big tech selloff, and then what happens if that keeps going.MarketWatch - Jan. 28 -
Be careful with DeepSeek, Australia says - so is it safe to use?
Ed Husic is the first member of a Western government to raise privacy concerns about the Chinese chatbot.BBC News - Jan. 28 -
DeepSeek Is Fueling a Stock Market Reckoning
Wall Street is panicking as China seems to have created a real competitor to OpenAI’s ChatGPT for cheap.Inc. - Jan. 27 -
Here’s what the sellside is saying about DeepSeek
AI’s cold war is now a price warFinancial Times - Jan. 27 -
DeepSeek sell-off shows the risks of a concentrated US stock market
Should investors turn to equally weighted index products?Financial Times - Jan. 27 -
Emerging markets braced for Trump tariffs threat
US president’s policies are likely to push up dollar-denominated debt, hurting economies such as Mexico and MalaysiaFinancial Times - Jan. 27 -
The Traitors finale was most-watched live episode in show's history
More than seven million viewers tuned in live to The Traitors: The Final.BBC News - Jan. 25 -
Cameron Diaz calls Hollywood retirement 'the best 10 years of my life,' but says she would have been 'a fool' to not come back
The 52-year-old said she's privileged to have the opportunity to make movies.CNBC - Jan. 25 -
ETFs increase efficiency of markets, new study shows
Academic findings on macro-market behaviour contradict widely accepted previous researchFinancial Times - Jan. 24 -
Markets are feeling a monster vibe shift, says this strategist. Here’s what could happen next.
Dollars and bonds have reversed — upward pressure on stocks may come next, this strategist says.MarketWatch - Jan. 23 -
Six out of seven conditions are met for a stock-market bubble, this strategist says.
The stock market is not yet at a bubble — but it’s getting closer, and six out of seven conditions for one have already been met, a stock-market strategist says.MarketWatch - Jan. 23 -
David Einhorn says we have reached the 'Fartcoin' stage of the market cycle
"We have reached the 'Fartcoin' stage of the market cycle," Einhorn wrote in an investor letter obtained by CNBC.CNBC - Jan. 21 -
Trump says Denmark will 'come along' on Greenland sale
President Trump said Denmark will “come along” on the potential sale of Greenland and emphasized the U.S. and others need the Arctic island to fortify international security in the region. ...The Hill - Jan. 21 -
FirstFT: Trump renews tariff threats sending shockwaves through global markets
Also in today’s newsletter, Panama responds to Trump’s threat to take back the Panama Canal and Ray Dalio on UK’s ‘debt death spiral’Financial Times - Jan. 21 -
Trump trade memorandum doesn't impose tariffs on day one, but he says some could be coming
Trump stopped short of issuing tariffs but indicated some may be on the horizon.CNBC - Jan. 21 -
The bull market faces a Trump ‘reality check’ next week, says this strategist. Here’s the trade to make.
Stocks are very vulnerable to news of harsher-than-hoped-for tariffsMarketWatch - Jan. 17 -
This strategist nailed when the Trump bump would end, to the day. Now he says stocks can fall as much as 40%.
Volatility trader and founder of Kai Volatility Cem Karsan believes the Fed could provoke a sharp stock fall if it’s not careful.MarketWatch - Jan. 17 -
Russia and Iran have a troubled history despite their current alliance
Russian President Vladimir Putin is hosting his Iranian counterpart President Masoud Pezeshkian for the signing of a broad partnership pactABC News - Jan. 16 -
Jim Cramer reflects on how the Biden administration might have affected the market
CNBC's Jim Cramer on Thursday mused about how President Joe Biden impacted the market.CNBC - Jan. 16 -
The bull market is still intact. This pullback is just the cost of doing business, says strategist
The S&P 500 is probably halfway through its setback already, says Truist strategist.MarketWatch - Jan. 13 -
Fact of Fiction: Zion Williamson should have a trade market
The Pelicans star's impact has been more theoretical than actual. Is there anywhere but New Orleans that still wants to test that theory?Yahoo Sports - Jan. 10 -
‘As the sun comes up, it is so upsetting’: KNBC reporter shows wildfire destruction
KNBC reporter Brittany Hope shows the devastation left behind by a wildfire in Malibu after sunrise.NBC News - Jan. 9 -
Fed’s Collins says her concerns about labor-market fragility have decreased
The U.S. labor market remains healthy and the Federal Reserve can take a gradual and patient approach to future rate cuts, Boston Fed President Susan Collins said Thursday.MarketWatch - Jan. 9 -
No matter who wins the natty, it will have been a long time coming
Notre Dame, Penn State, Texas and Ohio State all have a chance to add to their storied -- and at times tortured -- histories.ESPN - Jan. 8 -
Greenland, Panama and Faucets: Trump Conference Shows Hints of Chaos to Come
President-elect Donald J. Trump’s news conference at Mar-a-Lago was a reminder of what the next four years may have in store.The New York Times - Jan. 8 -
Jim Cramer says Nvidia's pullback could be a good chance to buy
CNBC's Jim Cramer extolled Nvidia's stock and reviewed its Tuesday action, saying the decline was unrelated to the company and its prospects.CNBC - Jan. 8 -
Elon Musk Is Roiling European Politics
The Trump ally has flooded X with posts criticizing European politicians, causing a diplomatic conundrum for the continent’s leaders.The Wall Street Journal - Jan. 7 -
Don't make this investing mistake going into the Trump years, says strategist: 'A lot of investors who think this is easy' are wrong
You may have an idea which stocks will do well under the upcoming Trump administration. But a look at the data shows that the market often bucks expectations.CNBC - Jan. 6