AI-powered markets hit new highs, but market ...

Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. It was a similar story in Asia this morning as investors digested the potential ramifications of 'Operation Economic Outcast', whil ...  Show more

Stronger-than-expected US PMI data could not save equities from a down week as rising bond yields and the Treasury's bond-buying intervention renewed dollar debasement fears, fuelling a blistering rally in gold and Bitcoin. Trade tensions returned as US-Canada talks collapsed ove ...  Show more

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0.2%. In today’s show, Maggie Lake is joined by Spectra Markets’ president Brent ...  Show more

In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we try to understand what has powered the results. We talk about chip company Nvidia, but also renewed optimism in Japan and the arrival of a new acronym describing the leaders in Eu ...

Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wi ...