S&P 500

New Business

Macroscope | Trump’s trade war is giving Europe and China the nudge they need

Investors’ sudden loss of confidence in “American exceptionalism” – the notion that US assets should be valued more highly because…

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New Business

Macroscope | How Trump’s new trade war could hurt US and fix what ails China

As US President Donald Trump doubles down on his protectionist policies, he has the financial markets on his side. The…

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New Business

UBS likes US stocks and bonds as Trump’s pro-business policies float all boats

UBS Asset Management is bullish on US equity and bond markets this year, saying President Donald Trump’s pro-business and deregulation…

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New Business

Macroscope | Why DeepSeek disruption is the China risk Wall Street can’t ignore

Ever since China Evergrande Group collapsed in 2021, triggering a full-blown crisis in China’s property sector, Wall Street has been…

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New Business

Tech giants power stock rebound after DeepSeek AI reckoning

The world’s largest technology companies climbed after a sell-off that shook markets around the globe, with traders gearing up for…

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New Business

Macroscope | Why bond markets refuse to hop aboard the Trump train

While signals from bond markets are not always reliable and can be a poor predictor of shifts in the economy,…

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New Business

Reading the tea leaves: a volatile year ahead for China’s market amid policy uncertainty

The global investment community is cautious about the outlook for Chinese stocks after a series of policy disappointments last year,…

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New Business

Macroscope | Could Trump be a catalyst for the reforms China and Germany need?

There is still over a month before US president-elect Donald Trump moves back into the White House and supposedly makes…

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New Business

The View | Trump could upend the US economy just as China is recovering

In my research, I have found that market narratives inspire periodic, cyclical and seasonal regularities in asset prices at certain…

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Tech

Warren Buffett’s Berkshire Hathaway tops US$1 trillion, joining tech firms, Apple, Nvidia

The market value of Berkshire Hathaway surpassed US$1 trillion on Wednesday, reflecting investor confidence in the conglomerate that Warren Buffett…

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