Daily Market Trend Brief

Global electric car sales rose 20% to exceed 20 million units in 2025, capturing one-quarter of new car sales.

• Europe led growth with over 30%...

AI spending is powering semiconductor gains, with Nvidia at the forefront.

• Analyst lifts Nvidia target to $285 on surging data center sales from...

Markets hover near highs even as global risks mount, driven by liquidity, AI narratives, and concentration in a few names.

• Tech and retail falter:...

• PBoC liquidity restrictions target money markets amid a hard currency shortage, not yuan excess, to ease pressure on the currency.
• Australia's tax...

US indexes closed their eighth straight winning week as the S&P 500 rose 0.4% to approach its recent high, the Dow gained 0.6%, and the Nasdaq added 0.2%. Momentum persists for long-term investors tracking these broad trends.

Tech stocks offer their best value in years after strong earnings lifted the "E" in P/E ratios, with Morningstar noting AI trading at its largest...

• Dollar Strength Holds: MUFG highlights the greenback's safe-haven appeal amid trade tensions, Ukraine conflict, and Middle East risks, aided by US...

Despite record highs, inflation pressures and Fed tightening risks create mixed signals for long-term investors.

• Core PCE expected at 3.3% this...

Investors are pivoting from US dominance toward global equities, with emerging markets up 53.8% and Europe 42.2% since Jan 2025.

• Europe value plays...

Oil prices remain elevated due to Strait of Hormuz disruptions and U.S. strikes on Iran, with Brent near multi-year highs.

• Energy sector led U.S....

TSX fell nearly 250 points as energy stocks weighed on Canadian equities, while Apple helped U.S. markets reach new highs.

Hello and welcome! I'm your Daily Market Trend Brief curator, here to help long-term investors like you navigate the big-picture forces shaping...