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10-year yield nearing 5% is ‘Trump’s capitulation point’ in trade war, analyst warns

President Trump wants lower interest rates, but his trade war led to the biggest spike in borrowing costs since 2001
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WTO: Tariff uncertainty could be biggest ‘brake on global growth’ since Covid shock

The World Trade Organization (WTO) warned Wednesday that new tariffs will be bad, very bad
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Ray Dalio: Something “much worse than a recession” is brewing as tariffs, debt, and China disrupt global monetary system

The billionaire hedge fund manager is worried that President Trump could be dragging America into a battle it cannot win
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New monetary regime? Trump is already lining up Powell’s replacement 13 months ahead of schedule

Markets are bracing for a new monetary regime as the White House begins short-listing Powell’s potential successors
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Cheap goods in exchange of 'printed pieces of paper'—Former Treasury Secretary says U.S. lost good deal with China

“You think that’s a good deal or a bad deal for us? I think it’s a good deal,” Summers concludes.
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‘No demand for stock offerings’: Klarna, StubHub table IPO plans amid Trump trade war

Two emerging companies are tabling their IPO plans as Trump's trade war rattles the markets
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“Tail risk” sparks biggest exodus from U.S. stock market on record

Fund managers sitting on $426 billion in assets are sounding the alarm on U.S. stocks.
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GM considers supply-chain shuffle amid Trump's auto tariff

U.S. automaker General Motors (GM) plunged on Thursday after President Trump threatened to essentially destroy half of the automaker’s business,...
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‘Headline-driven hype’ is over for AI stocks

Investors and end clients now expect tangible results and real revenue, say industry insiders.
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Direxion’s SOXL ETF: More chaos to come ahead of ‘Liberation Day’?

Semiconductor stocks are under pressure, and nowhere is that more evident than in the Direxion Daily Semiconductor Bull 3X Shares...
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Morning Brief: The IMF waves the “no recession here” flag, tariffs be damned

Welcome to the last Friday of what’s shaping up to be the worst quarter for stocks since 2023.
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ANF stock: Sign of more bad news to come for apparel stocks?

Economists warn of tariff fallout for retailers
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JPMorgan says AI stocks are ‘picks and shovels’ play that can beat big tech

Will the “pick-and-shovel” strategy prove to be the winning play as the AI gold rush reaches a fever pitch?
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A plan ‘rapidly coming into place’: AST SpaceMobile's stock lands commercial and government pacts


TGTX stock spike: Another sign of resilience in biotech stocks?

Biotech is earnings its name as refuge against looming uncertainty
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‘Frankly, I am frightened every morning'—Rosenberg and other strategists double down on defensive stocks

“This is not a time to be making big bets,” Rosenberg warns. “It’s a time to hunker down.”
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Nuclear-energy Oklo stock looks to cash in on AI boom, but there's catch

Regulatory scrutiny could shift investor away from nuclear stocks and toward gas companies, analysts say
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These 4 self-driving and AI stocks could be 2025's dark horses, Wall Street analysts predict