FMP

FMP

Blogs by Parth Sanghvi

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...

blog post title

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...

blog post title

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 ...

blog post title

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...

blog post title

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...

blog post title

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...

blog post title

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...

blog post title

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...

blog post title

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...

blog post title

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...

blog post title