With the prospect of more favorable tariff terms between the two key trading partners, investors are betting that increased economic activity will boost banking revenues.
A study of two blockbuster weight-loss drugs came out in favor of Eli Lilly over its rival Novo Nordisk.
The consumer discretionary sector is particularly sensitive to soft consumer demand and tariff-fueled macroeconomic uncertainty.
U.S. Trade Secretary Scott Bessent said neither the U.S. nor China want to see a decoupling in their relationship, as each agreed to lower tariffs for 90 days.
UBS strategists led by Sean Simonds have a timely note about how now the questions will be less on policy uncertainty and more on outcome uncertainty.
“I don’t have time to work a second job. I am on call, and I also do not have child care.”