• MIWD00000PUS
• NVDA

DeepSeek and Trump: How hedge funds navigated a turbulent start to 2025

Hedge funds started 2025 successfully amidst market volatility, with many reporting significant gains despite uncertainties surrounding new U.S. tariffs and tech sector fluctuations.

• AAPL
• IXIC
• META
• MIWD00000PUS
• MIWO00000PUS
• MSFT
• NVDA
• SFTBY
• TSLA
• US500

Morning Bid: Trump tariff grenade threatens market calm

Asian markets brace for U.S. tariff volatility after better-than-expected earnings from Big Tech, with Japan's activity expected amid eased global macroeconomic conditions.

• MIWD00000PUS
• SCGLY

Column-US investment bias might ebb if European gloom lifts: Mike Dolan

Global investment heavily favors the U.S., driven by economic optimism and weak European outlooks; slight shifts in sentiment could reverse this trend.

• 9984
• BLK
• JP225
• MIWD00000PUS

Japanese investors boost foreign stock purchases on Fed rate-cut hopes

Japanese investors boosted foreign stock holdings amid positive U.S. inflation data and a strong yen, while also increasing investments in foreign debt securities and benefiting from a new tax-free investment scheme.

• DXY
• MIWD00000PUS
• US500

Trump holds off on Day 1 tariffs, but hints at duties for Canada, Mexico on Feb. 1

• CFG
• MIWD00000PUS
• STT
• USD/JPY

Morning bid: Cautious end to week as Trump inauguration looms

Markets exhibit weakness with mixed signals from global economies. Key upcoming data releases and financial results could influence trends amid caution surrounding Trump's inauguration.

• MIWD00000PUS

Citi expects rally in global stocks to extend into 2025, sees 10% EPS growth

Citigroup expects a global equities rally into 2025, projecting 10% EPS growth, while maintaining a favorable stance on U.S. stocks amidst evolving economic policies.

• GC
• MIWD00000PUS

Global equity funds faced huge outflows ahead of Fed decision

Investors liquidated equity funds at a record pace as caution grew ahead of the U.S. Fed meeting, leading to significant outflows in various sectors.

• CL
• DJI
• MIWD00000PUS
• NDX
• SOWGn

AI monetization will drive tech stock growth in 2025

AI-driven earnings growth is crucial for tech stocks in 2025, with Barclays noting significant returns and shifts toward software amid economic volatility and anticipated Federal Reserve rate cuts.

• MIWD00000PUS
• US500

Column-Global cenbank liquidity - from market headwind to tailwind?: McGeever

Global stocks have surged amid liquidity changes as central banks wind down tight monetary policies, with various factors influencing markets next year amidst predicted challenges.