Market Giants Hold the Key
Kevin Muir Warns: Vol-Control Funds May Be Nearing Their Buying Limit, Market Vulnerable The powerful, V-shaped stock market rebound this year has thrilled some investors—but made others uneasy. Is the rally too fast, too soon? Or just the beginning of another leg higher? Macro strategist and author of The Macro Tourist blog, Kevin Muir, is […]
Markets Wrong on Fed Again? Deutsche Bank Thinks So
Markets Are Ignoring Tariff Risks That Betting Markets Are Starting to Price In Stocks are heading into a quiet session despite growing concerns beneath the surface—particularly in the bond market, which was rattled Tuesday after June’s consumer price index posted its biggest monthly gain of 2025. That surge is raising questions about whether tariff-related inflation […]
Nvidia Eyes China Return: Billions at Stake
Nvidia Set to Resume H20 Chip Sales in China, Potentially Reclaiming Billions in Lost Revenue Nvidia Corp. expects to resume sales of its H20 chips in China, just months after projecting an $8 billion revenue shortfall due to tightened U.S. export restrictions. In a blog post published late Monday, Nvidia revealed that it is in […]
Tariffs? Stocks Still Resilient
New Tax Law Boosts Big Tech as Tariff Fears Weigh on Markets Investors are facing mixed signals. Fresh tariff headlines have soured the mood on Wall Street, even though the S&P 500 is hovering just 0.3% below record highs. Historically, that’s not a reason to panic. UBS data shows that when the index is at […]
3 Market Mistakes You Shouldn’t Ignore
HSBC: Market Underestimating Earnings Ahead of Q2 Season As the second-quarter earnings season kicks off, HSBC strategists argue that expectations are set far too low — setting the stage for upside surprises. Despite ongoing uncertainty around U.S. trade policy, markets appear less rattled than before. “The tariff debate has faded into the background with the […]
JPMorgan: $500B to Lift Stocks in H2
Foreign Pullback From U.S. Stocks Won’t Last, Says JPMorgan Retail investors have been the engine behind this year’s market rally — and they’re not done yet. That’s the core message from JPMorgan strategists in their latest outlook, which forecasts a major wave of retail-driven inflows into U.S. equities over the second half of 2025. Led […]
