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U.S. and Mexico quickly reach tariff delay deal
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets…
1 year, 2 months ago
Tariff battles begin
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).
Show Notes:
Musk calls U…
1 year, 2 months ago
No Groundhog Bump this year
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.…
1 year, 2 months ago
DeepSeek! More Earnings! Trump!
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop pos…
1 year, 2 months ago
Oil tariff exclusion
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00).
Show Notes
Nasdaq fut…
1 year, 2 months ago
GDP cools as firms prep for tariffs
Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok…
1 year, 2 months ago
American Airlines jet, Army helicopter collide near Reagan
American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY)…
1 year, 2 months ago
Fed holds rates with little sign of urgency
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China s…
1 year, 2 months ago
ASML tops Q4 estimates, unveils 2025 outlook
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek impr…
1 year, 2 months ago
Tesla, BMW drive into EU tariff battle
Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:5…
1 year, 2 months ago