Any trade agreement with China will not settle questions over the ongoing supremacy of US capital markets
Fund managers were positioning for a US economic downturn before America and China forged a trade pact
Big Tech put a gloss on earnings season, but things don’t look great below the surface
Tesla has flouted some of directors’ most sacred tenets, and shareholders who vote have mostly approved
S&P 500 has lost more than 7% since inauguration day in weakest start to a presidency since 1970s
Investors are yet to fully factor in tariffs and hits to AI and US exceptionalism
Investors fear Trump’s tariff blitz will lead to US stagflation while weak dollar adds to woes
Some insiders unloaded stock before Trump’s ‘liberation day’ announcement but many more were restricted from doing so
Swiss lender’s market capitalisation has been hit harder by US tariffs than Spanish rival
There can be a large lag between the economy weakening and confirmation of an R-word event catching up
Mayhem threatens to erode the appeal of US investments — which could, perversely, help Trump get what he wants.
Investors shift focus from fiscal stimulus to prospect of recession as indices give up gains
Risky assets are cheaper — but not cheap enough
Should you ‘buy the dip’ or cut and run? Risk indicators are still flashing red
It’s finally time to add small-caps to my FTSE 100 exposure???
S&P 500 sinks almost 5% in first three months of 2025 on rising concerns over economy
The huge valuations ascribed to X and xAI have raised eyebrows
A long rebalancing of investor portfolios is likely to be under way that could be painful for America
Other stock markets are outperforming, but I’m eyeing a chance to sell
Milestone caps a 40% rally in past year for German software group
It has been building, and is likely to be unravelling, for a long time
Small traders have piled in to defence companies targeted by short sellers, in an echo of 2021’s GameStop trade
The number can be tailored to suit the occasion
Social media site was valued at less than $10bn in September
Tesla sinks as investors shift away from riskier holdings
