Stocks News
- Bob Mason
Hang Seng rallies on AI and EV demand as US tariffs backfire, potentially hitting US economic growth.
- James Hyerczyk
U.S. housing starts jumped 11.2% in February, but declining permits signal a potential slowdown. What’s next for the real estate market?
- Bob Mason
Beijing’s new economic measures aim to spur consumption, but rising unemployment threatens sentiment. Will China’s policy efforts be enough?
- James Hyerczyk
February retail sales rose just 0.2%, missing 0.6% forecast. Weaker consumer spending strengthens case for Fed rate cuts, pressuring USD while supporting bonds.
- James Hyerczyk
U.S. producer prices stalled in February, signaling easing inflation pressures. Falling service costs offset rising goods prices. Fed rate cuts now in focus.
- Bob Mason
China’s tech surge defies US restrictions, signaling economic decoupling and potential AI dominance.
- James Hyerczyk
February CPI rises just 0.2%, signaling easing inflation, but tariffs fuel stagflation fears, complicating Fed’s path to future rate cuts—what traders should expect.
- Bob Mason
China’s 2025 growth outlook contrasts with US recession risks. Will Beijing’s stimulus offset the impact of a worsening trade war?
- James Hyerczyk
U.S. job growth slows as payrolls rise by 151K, missing forecasts. Unemployment ticks up to 4.1% while federal job cuts add pressure to the labor market.
- James Hyerczyk
U.S. jobless claims fell to 221K, signaling labor market strength. Insured unemployment rose slightly—will this impact the Fed’s rate outlook?
- Bob Mason
Hang Seng rallies 5% as investors bet on China’s policy support, shrugging off US recession fears and trade war uncertainties.
- James Hyerczyk
U.S. private payrolls slowed sharply in February, missing forecasts. Weak hiring signals economic uncertainty, impacting market sentiment and Fed expectations.
- Bob Mason
Germany loosens fiscal rules to boost military spending and infrastructure. Will stimulus help the DAX rebound from tariff-driven losses?
- James Hyerczyk
Target’s cautious guidance fuels worries over US consumer health, weighing on stock market indices. S&P 500 traders watch retail and tariff developments.
- James Hyerczyk
Dell beats Q4 earnings with $2.68 EPS but misses on $23.93B revenue. Strong AI server demand boosts stock over 3% in after-hours trading.
- James Hyerczyk
U.S. jobless claims surge to 242K as GDP growth cools to 2.3%. Durable goods orders rebound, but markets brace for labor market softness. More insights inside!
- Bob Mason
Beijing moves to bolster bank balance sheets, boost lending, and sustain economic momentum amid global uncertainties.
- James Hyerczyk
U.S. new home sales fell 10.5% in January, with rising inventories hitting 9 months’ supply. Traders should brace for a bearish housing market outlook.
- James Hyerczyk
U.S. house prices rose 4.5% in Q4 2024 (FHFA HPI) and 3.9% in December (S&P CoreLogic). Limited inventory keeps the market cautiously bullish with regional plays.
- Bob Mason
Trump moves to curb Chinese tech investment, sparking AI war fears and a Hong Kong market sell-off.