MONIIFY

2 months ago | moniify.com | Hermi De Ramos |Ankush Chibber

The crypto faithful did not see this coming. They thought their new commander-in-chief wouldn’t slap tariffs on China, Canada, and Mexico.  Maybe it was just a negotiation tactic? Maybe America’s trade partners wouldn’t fight back? Maybe they forgot Trump is as volatile as crypto itself? They priced in the usual — an underwhelming executive order on crypto, no Bitcoin national reserve, and regulatory shake-ups. But not this. “The dumbest trade war in history.” And they paid for it. Dearly.

2 months ago | moniify.com | Noorhan Abusamra |Ankush Chibber

The Magnificent 7 have carried the market, but their days of running circles around the other 493 stocks might be numbered. In 2023, they flexed with 36% profit growth while the rest of the S&P 500 shrank by 4% — a massive gap. But that gap won’t last forever. Goldman Sachs sees Mag 7 earnings growth cooling to 33% in 2024, while the rest of the market finally turns positive at 3%. Still a gap, but not as ridiculous.

2 months ago | moniify.com | Noorhan Abusamra |Ronojoy Mazumdar |Tim Hume

Market watchers will have a lot to take in this week.  In India, all eyes will be on whether the Reserve Bank makes a long-awaited rate cut. And in the US and the Gulf, there’ll be some big names revealing their earnings info — we’re talking Amazon, Alphabet and Emaar. Here’s what you need to be paying attention to. Alphabet and Amazon have their turn in the earnings spotlight this week, with some big numbers also expected from the AI and chip space, including AMD, Qualcomm and Palantir.

2 months ago | moniify.com | Sumit Kumar |Ronojoy Mazumdar |Yuvraj Malik |Ankush Chibber

The 2025 union budget sends one clear message: spend, spend, spend.  With tax cuts fattening wallets, investors piled into stocks of carmakers, FMCG giants, and food delivery firms in a rare Saturday trading session. Short-term demand got a shot in the arm, and investors cheered, but big-ticket reforms? Nowhere to be seen.  That puts the pressure on the Reserve Bank of India — if it slashes rates next week, the markets could finally see off the gloom.

2 months ago | moniify.com | Hermi De Ramos |Ankush Chibber

Donald Trump has never been shy about mixing business with politics, but his crypto playbook is fast blurring the line between personal profit and presidential policy.  And people are taking notice. Just look on social media, where he’s getting called out for being a shameless grifter. While Trump’s positioned himself as crypto’s loudest cheerleader, his growing web of financial entanglements is raising some serious ethical alarms. The latest venture?