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Fed stands pat, leans hawkish with omission of inflation-progress reference

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Maybe Fed should fret a bit about an AI wobble: Mike Dolan

The article discusses the Federal Reserve's cautious stance on the impact of the DeepSeek AI model on U.S. interest rates, highlighting the relationship between stock market wealth and economic conditions.

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Currency market rocked by tariff, DeepSeek concerns

The dollar strengthens against major currencies amid new U.S. tariff threats, affecting market expectations and impacting international trade relations, with a focus on potential future interest rate adjustments.

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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.

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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.

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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.

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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.

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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.

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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.

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