From Nasdaq: 2025-02-06 19:28:26

During the 2008 Beijing Olympics, Kobe Bryant charged into Pau Gasol to set the tone for a Team USA vs. Spain game. President Trump’s tariffs on Canada, Mexico, and China caused market concerns. Cryptocurrency markets sold off over the weekend, followed by a broad selloff in traditional markets on Monday.

Trump delayed tariffs on Mexico and Canada after calls with their leaders. Targeted thematic strategies are outperforming broad benchmarks, with indices tracking various sectors showing strong performance. Quality fundamental strategies and companies with high free cash flow are also outperforming.

Economic uncertainty led to a rise in precious metals, with gold hitting a new high. Investment themes include ARM Holdings, Advanced Micro Devices, MicroStrategy, Palantir, Alphabet, and Amazon. Major US economic reports and Federal Reserve speakers are scheduled throughout the week for market insight.



Read more at Nasdaq: Thoughts from Themes: Trumpeting Tariffs