Fears of pandemic-era shortages at American stores have made a big comeback as shipping-container traffic between China and the U.S. plunged in the wake of President Trump’s tariffs.
Bitcoin bulls have long been frustrated to see the crypto trade in a fashion similar to stocks and other assets perceived as risky, rather than as a store of value such as gold. Now, some think they see tentative signs of a shift.
A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for the foreseeable future.
The current stock market is driven more by headlines than fundamentals, a Bernstein analyst said.
Prices increases at retailers like Shein and Temu could lessen demand, but fast-fashion companies are poised to adapt — possibly at a cost to the ecosystem.
Also: Uncle Sam’s new approach to student-loan collection, a golden opportunity in the bond market, and how to determine whether we are heading into a recession.