FMP
Jul 9, 2025 3:45 AM - Parth Sanghvi
H2 2025 Market Outlook: Consensus Trades, Positioning Extremes & Macro Triggers
Investor conviction in U.S. equities, dollar‑short carry trades and yield‑curve flatteners is at multi‑year highs—setting up the potential for swift reversals or pain trades if sentiment shifts. Here’s an insight‑driven, mobile‑friendly guide to spotting crowded bets and the key macro events that co...
Jul 9, 2025 3:41 AM - Parth Sanghvi
Asian Stocks Trade Flat as Trump Tariff Uncertainty and China Inflation Data Weigh
Asian equity markets were largely rangebound on Wednesday, as investors weighed mixed signals from the U.S. and China. Market caution prevailed following U.S. President Donald Trump's tariff threats, which now extend to copper and pharmaceutical imports, and as China’s inflation data pointed to cont...
Jul 9, 2025 3:40 AM - Parth Sanghvi
Bitcoin Edges Higher as Traders Await Crypto Week and Trump’s Expanding Tariff Agenda
Bitcoin prices ticked up slightly on Wednesday as the market remained in a holding pattern, awaiting clarity on both U.S. trade policy and the upcoming legislative developments in Crypto Week, set to begin July 14. The world’s largest cryptocurrency rose 0.4% to $108,720.20 as of 02:25 ET (06:25 ...
Jul 9, 2025 3:31 AM - Parth Sanghvi
S&P 500 Dips as Trump Rules Out Extensions on New Tariff Deadline
The S&P 500 edged lower on Tuesday as markets weighed the potential economic fallout from President Donald Trump’s renewed tariff agenda. Concerns around escalating trade tensions outweighed optimism around selective trade deal progress. At 4:00 p.m. ET (20:00 GMT), the: Dow Jones Industrial A...
Jul 9, 2025 3:30 AM - Parth Sanghvi
Gold Slips, U.S. Copper Prices Soar on Trump’s 50% Tariff Threat
Gold prices dipped in Asian trade on Wednesday as safe-haven demand failed to materialize despite rising geopolitical tensions. Instead, investors turned to the U.S. dollar, which is rebounding from three-year lows, following President Donald Trump’s announcement of steep new tariffs and stronger-th...
Jul 9, 2025 3:29 AM - Parth Sanghvi
Apple Eyes Formula 1 Broadcast Rights in the U.S. Amid Streaming Push
Apple Inc. (NASDAQ:AAPL) is reportedly in discussions to acquire exclusive U.S. broadcasting rights for Formula 1, according to a Financial Times report published Wednesday. The move would position Apple in direct competition with Disney’s ESPN, whose current contract with F1 expires next year. A...
Jul 9, 2025 3:29 AM - Parth Sanghvi
Super Micro (NASDAQ:SMCI) Expands AI Server Production in Europe Amid Soaring Demand
Super Micro Computer Inc. (NASDAQ:SMCI) is set to deepen its investment footprint in Europe, CEO Charles Liang said in a recent CNBC interview, citing a surge in demand for artificial intelligence infrastructure across the region. The company, best known for producing high-performance servers equ...
Jul 9, 2025 3:28 AM - Parth Sanghvi
China’s Ambitious AI Push: 115,000 Nvidia Chips Planned for Western Data Centers, Despite U.S. Export Controls
China's tech giants are reportedly preparing to install over 115,000 Nvidia (NASDAQ:NVDA) AI chips across dozens of data centers in remote provinces such as Xinjiang. A Bloomberg analysis of planning documents highlights Beijing’s ambition to build foundational infrastructure for large-scale artific...
Jul 9, 2025 3:26 AM - Parth Sanghvi
Goldman Sachs Expects U.S. Copper Import Surge Ahead of Potential 50% Tariff
Goldman Sachs has updated its baseline expectation for U.S. copper import tariffs, raising it from 25% to 50%, citing heightened risk following recent trade rhetoric from President Donald Trump. The investment bank now anticipates a front-loaded spike in copper shipments as global exporters scramble...
Jul 9, 2025 3:25 AM - Parth Sanghvi
Deutsche Bank Warns: Summer Volatility Risks Rise as Tariffs, Debt, and Policy Shake Confidence
With market liquidity thinning and geopolitical uncertainty intensifying, Deutsche Bank analysts are flagging an elevated risk of financial market turmoil as summer 2025 unfolds. In a recent client note, they pointed to historical patterns where many volatility shocks—particularly in August—have his...
