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UBS: Trump is preparing another round of tariffs this summer
UBS is urging clients to diversify away from the dollar and dollar-denominated assets
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“Saving Christmas” is real reason for U.S.-China tariff pause, economist says
Bloomberg economist Anna Wong says the timing may have a simpler explanation: keeping store shelves stocked for the holiday season.
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Trump tells Walmart to “eat the tariffs,” but there’s only one problem
Walmart, like other retailers, operates on slim margins, making it harder to “eat the tariffs.”
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Citi CEO: Markets are going through ‘a shift that’s bigger than one policy’
"Long-held assumptions are being challenged, not just by tariff announcements but by a deeper confidence shock."
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“The bond market is fighting Trump” as 10-year yields approach 5% again
“We are now reaching yield levels that previously seemed to trigger sensitivity from the U.S. administration,” Deutsche Bank analysts told clients.
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Rising stock prices “won’t fix this”: U.S. banks are sitting on $500B worth of unrealized losses
“All it takes is one bad news story about any of these banks, and we could have another banking crisis like we had in March 2023,” said Cole.
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The end of “everyday low prices”? Retailers are raising prices as tariffs start to bite
“We’re wired for everyday low prices,” Walmart CFO said, “but the magnitude of these increases is more than any retailer can absorb.”
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Institutional investors cut stock allocation to lowest level since 2020
“A lot of capital remains sidelined,” analysts say
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Washington’s backdoor trade war against China continues
Trade talks pause but Chinese tech crackdown goes on
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Musk’s xAI seeks $120B valuation, but there’s a catch
“So much investor capital is being set ablaze right now it’s likely to be the stuff of history books.”
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Bye-bye, trade war? Not so fast, says Goldman Sachs
Goldman says it's a pause, not a breakthrough
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Did Walmart, Target, and Home Depot save America from supply blackout?
Big Retail may have just helped pull the U.S. back from the brink of another supply chain meltdown.
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‘Trump caved and got zero in return': Pundits, economists, and analysts slam Trump's trade deal
“I guess all those manufacturing jobs aren’t coming here now,” wrote former federal prosecutor Ron Filipkowski. “So much for Liberation Day.”
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DraftKings lowers 2025 forecast due to March Madness anomaly
DraftKings (DKNG) is dialing back its 2025 forecast after an unusual winning streak during March Madness.
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Here's why SoundHound may be oversold after earnings miss
SoundHound CEO Mohajer said AI customer service tools will soon be as fundamental to business as internet access or electricity.
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Are record share buybacks secret to stock market’s recovery?
Buybacks usually help, until they don’t, analysts say
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Record Main Street and Wall Street divide: Individual investors been buying stocks for 21 weeks straight
“This is a much larger divergence between retail and institutional investors than during the 2022 bear market”
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Drive-thru recession has begun. Burger King, Popeyes, and Tim Hortons sales in freefall
Restaurant Brands (QSR) — the owner of Burger King, Popeyes, and Tim Hortons — missed earnings. Here's why that matters
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Trump introduces game-changing AI chip export rule for semiconductor stocks
The Trump administration on Wednesday said it plans to either rescind or modify a rule enacted by former President Biden
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“This is what a corrupt oligarchy looks like”: Is Elon Musk’s Starlink at the center of Trump’s trade war?
Elon Musk spent $291.5 million electing Trump, and now Trump is pushing countries to use his Starlink satellites as part of tariff negotiations
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