U.S. and Mexico quickly reach tariff delay deal
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)Show NotesWhat do you thin...
3 Feb 20254min
Tariff battles begin
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).Show Notes:Musk calls USAID 'beyond repair' as he moves to shut down aid a...
3 Feb 20256min
No Groundhog Bump this year
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)Show NotesPalantir Earnings PreviewEarnings...
2 Feb 20258min
DeepSeek! More Earnings! Trump!
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting...
31 Jan 202515min
Oil tariff exclusion
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). Show NotesNasdaq futures gain after Apple, Intel earnings; eyes on infl...
31 Jan 20255min
GDP cools as firms prep for tariffs
Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)Show NotesFed policy 'isn't a ...
30 Jan 20256min
American Airlines jet, Army helicopter collide near Reagan
American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (...
30 Jan 20256min
Fed holds rates with little sign of urgency
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)Show NotesStocks finish dow...
29 Jan 20257min
