• AAPL
• IXIC
• META
• MSFT
• NVDA
• TSLA
• US500
• USDIDX

Morning Bid: China's AI neophyte rocks Wall St ahead of Fed, mega-tech earnings

Asian markets face volatility due to U.S. tech stock declines, upcoming earnings reports, trade policy uncertainties, and the Federal Reserve's meeting amid concerns over AI valuations.

• CSI300
• US500

Dividend surge signals culture shift in China's markets

China's stock market sees a cultural shift with record share buybacks and dividends, boosting shareholder returns amidst stagnation and geopolitical tensions.

• IXIC
• US500
• USD/JPY

Morning Bid: Monitoring dollar, DeepSeek and China's PMIs

Asian markets prepare for a pivotal week amid dollar declines, U.S. tech scrutiny, and critical economic data from China, Japan, and Germany affecting global market sentiment.

• US500

Hedge fund industry reaches $4.5 trillion in 2024

The hedge fund industry grew to $4.51 trillion in 2024, a 9.75% increase, showing regained traction despite recent inflows and outflows dynamics.

• US500

2025 is a crucial year for the 'roaring '20s', UBS says

UBS analysts warn that while the U.S. economy thrives, 2025 will determine the sustainability of the Roaring ‘20s, hinging on productivity growth and inflation risks.

• US500

Goldman Sachs on tariff evasion

Goldman Sachs warns that tariff evasion significantly skews U.S.-China import data, estimating $110-130 billion in evasion for 2023, impacting trade deficit projections.

• AAPL
• META
• MS
• MSFT
• TSLA
• US500

Fed's rate-cut view set to test resurgent US stocks rally

• BA
• US500

Futures lower, Boeing warns of loss, Trump's crypto order - what's moving markets

US stocks dip as traders assess Trump's interest rate comments; Boeing warns of larger losses; BOJ raises rates; oil prices decline amidst lower crude production calls.

• ASML
• CFR
• DBKGn
• EUR/USD
• LXSG
• NVO
• US500

Analysis-European earnings may keep the mood sweet as tariff fears grow

European companies are expected to report profit growth despite economic uncertainty, with high investor interest. US tariffs and global factors influence market performance.

• AUD/USD
• EUR/USD
• GBP/USD
• HK50
• US500
• USD/CNY
• USD/JPY
• USDIDX

Morning Bid: Trump goes easy on China in his first week

A summary of market activities influenced by rates in Japan, tariffs, and U.S.-China trade relations, highlighting movements in various currencies and stock indices.