Lauren Tuck

1 week ago | lipperalpha.refinitiv.com | Lauren Tuck

Don’t cry for Argentina just yet. La Albiceleste’s new $20 billion loan package from the International Monetary Fund might seem the dreary continuation of decades of interventions that failed to put the South American nation on stable economic footing. But by dismantling tight controls on the official value of its currency, President Javier Milei is opening the door to international trade just as crushing U.S. tariffs scramble global relationships.

2 weeks ago | lipperalpha.refinitiv.com | Lauren Tuck

Buying the dip is a good idea for at least one set of investors: CFOs. Chipmaker Broadcom unveiled a $10 billion share buyback plan, in a move that helps buffer valuations suffering even after Wednesday’s tariffs-rollback rally. Unlike many stock repurchases that tend to occur when prices are rising, doing so now would be a shrewd use of corporate capital to buck market trends.

2 weeks ago | lipperalpha.refinitiv.com | Lauren Tuck

Apple will lose big in a trade war. The $2.7 trillion technology giant designs iPhones in California, assembles most in China, and sells them around the world. President Donald Trump’s decision to slap cumulative tariffs, including those scheduled for April 9, of 54% on Chinese imports, would reduce profit perhaps 15%. Retaliatory levies on overseas sales would be worse. But Apple’s increasing focus on selling services at least offers some consolation.

2 weeks ago | lipperalpha.refinitiv.com | Lauren Tuck

The U.S. tariffs bombshell has detonated across markets worldwide. Yields on 10-year Treasury bonds sagged, the dollar weakened, and the S&P 500 and Nasdaq Composite indexes slumped 4% in New York morning trading a day after President Donald Trump unveiled a bewildering array of levies on imported goods. Combined, they imply an aggregate effective rate beyond 20%, its highest in a century by many estimates. The question now is whether Washington will get the message from Wall Street.

3 weeks ago | lipperalpha.refinitiv.com | Lauren Tuck

OpenAI’s horizons are expanding. The latest funding round of the startup behind ChatGPT, unveiled on Monday, raised up to $40 billion from investors including SoftBank Group at a $300 billion valuation – nearly double what it fetched only six months ago. Yet the company’s path to profitability remains opaque. Boss Sam Altman admittedly has some encouraging-sounding figures.