Nvidia slipped in extended trading after its latest forecast failed to meet the sky-high expectations of investors betting on a boom in artificial intelligence computing bloomberg.com/news/articles/… via Bloomberg Technology

Did Sam Altman engineer the whole OpenAI saga and hedge funds rack up $43bn in losses following an unexpected market rally Check out the latest AmplifyME podcast episode! Spotify open.spotify.com/episode/5eHtkI… Apple podcasts.apple.com/gb/podcast/mm1…

The Magnificent Seven stocks have risen 75% this year and now make up about 30% of the S&P 500! ▶ Nvidia +235% ▶ Meta +194% ▶ Tesla +106% ▶ Amazon +83% ▶ Alphabet +60% ▶ Microsoft +56% ▶ Apple +50% S&P 493 +12% 👀

Ron DeSantis Drops Out of Presidential Race and Endorses Trump nytimes.com/2024/01/21/us/…

Taylor Swift's London Eras Tour could delay Bank of England rate cut, analysts say cnb.cx/3VkSrFX

Ahead of the first 2024 presidential debate between Biden and Trump here's the US election scenarios cribsheet via UBS

🎙 New Pod EP: Labour Landslide, Trump Trade & Tesla's Surge What Labour's landslide victory means for markets Break down of the Trump Trade (US rates curve steepener) What's behind the rapid rise of Tesla shares Spotify open.spotify.com/episode/15jRLI… Apple podcasts.apple.com/gb/podcast/the…

The Best Week of 2024 - Dow, S&P 500 and Nasdaq Composite all closed at record highs 🚀

China's consumer prices rose more slowly in October, while producer price deflation deepened reuters.com/markets/asia/c…

Bitcoin Breaks $80,000 for First Time bloomberg.com/news/articles/…

🎙️ New Podcast Episode: The Trump "Doom Loop" Effect This week we discuss how a Trump return could impact the US dollar, inflation, and emerging markets - the 'doom loop' phenomenon Spotify open.spotify.com/episode/4BdDfo… Apple podcasts.apple.com/gb/podcast/the…

At 6,000, the S&P 500 is 600 points above above the highest 2024 year-end price target from Wall Street strategists and over 23% above the average target (4,861)

GS: We Expect New Tariffs on China, Reduced Net Immigration, Modest New Tax Cuts, and a More Relaxed Regulatory Stance in the Second Trump Administration

GS Global Investment Research: Macro at a glance

Bank of America key macro calls made for the markets and economy in the year ahead

Donald Trump said he has no plans to replace Fed Chair Jerome Powell once he returns to the White House, saying “I don’t see it.” bloomberg.com/news/articles/… via Bloomberg Economics

ECB officials long used to navigating troubling times for the world now face a headache far closer to home: a leadership crisis at the heart of the euro zone itself bloomberg.com/news/articles/… via Bloomberg Economics

Saudi Arabia is cutting oil prices for buyers in Asia by more than expected after OPEC+ further delayed an output revival bloomberg.com/news/articles/… via Bloomberg Markets

Money markets unwound bets on UK interest rate cuts sharply after UK wage growth accelerated more than forecast in the three months through October bloomberg.com/news/articles/… via Bloomberg Economics

Applying to the 70th grad role at 2am… We’ve moved you to the next stage Sleep secured