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[Mint Daily Wrap 10/Jul] Tariffs Tighten, Valuations Soar, and the Global Market Narrative Fractures
A sweeping look at how rising trade frictions, macro shifts, and valuation extremes are reshaping global markets.
21 mins ago
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Suhas Reddy
and
MintFinance
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[Mint Daily Wrap 10/Jul] Tariffs Tighten, Valuations Soar, and the Global Market Narrative Fractures
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[Mint Daily Wrap 09/Jul] Tariff Heat and Fed Uncertainty Stir Mixed Signals Across Global Assets
Global markets navigated yen-led equity gains, tariff fears, and inflation signals, triggering cautious risk-taking before key policy cues.
Jul 9
•
Umang Agrawal
and
MintFinance
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[Mint Daily Wrap 09/Jul] Tariff Heat and Fed Uncertainty Stir Mixed Signals Across Global Assets
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[Macro on Microchips] Chipmakers Lose Momentum Amid Policy Noise and Strategic Drift
Chipmakers adapt to shifting geopolitics as Samsung stalls in Texas, U.S. eases China curbs, and TSMC accelerates U.S. buildout under tariff pressure.
Jul 8
•
Raghav Vashisht
and
MintFinance
1
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[Macro on Microchips] Chipmakers Lose Momentum Amid Policy Noise and Strategic Drift
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[Mint Daily Wrap 08/Jul] Tariffs, Tensions & Trade Routes: A Global Market Crossroad
As U.S. tariffs ripple through global markets, investors navigate policy uncertainty, shifting trade flows, and evolving geopolitical risks.
Jul 8
•
Suhas Reddy
and
MintFinance
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[Mint Daily Wrap 08/Jul] Tariffs, Tensions & Trade Routes: A Global Market Crossroad
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[Mint Daily Wrap 07/Jul] Markets in Flux: Trade Turmoil, Corporate Bitcoin Rush, and Commodity Pressures
Geopolitical risks, shifting institutional flows, and supply-demand imbalances drove a volatile start to the day, with markets from equities to crypto…
Jul 7
•
Suhas Reddy
and
MintFinance
2
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[Mint Daily Wrap 07/Jul] Markets in Flux: Trade Turmoil, Corporate Bitcoin Rush, and Commodity Pressures
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Renesas in Reverse: Missed Milestones, Weak Demand, and a Costly Wolfspeed Gamble
Renesas delays key revenue targets, battles plunging chip demand, and absorbs a $1.7B hit from Wolfspeed’s collapse, emerging with deeper stakes but…
Jul 4
•
Umang Agrawal
,
Raghav Vashisht
, and
MintFinance
1
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Renesas in Reverse: Missed Milestones, Weak Demand, and a Costly Wolfspeed Gamble
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[Mint Daily Wrap 04/Jul] Markets on Edge: Trade Tensions, Tariffs & Tumbling Small Caps
As global markets digest U.S. fiscal moves and tariff risks, safe havens shine while equities brace for volatility. Meanwhile, small caps continue to…
Jul 4
•
Suhas Reddy
and
MintFinance
1
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[Mint Daily Wrap 04/Jul] Markets on Edge: Trade Tensions, Tariffs & Tumbling Small Caps
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[Mint Daily Wrap 03/Jul] Markets Hold Steady as Policy Signals and Jobs Data Take Center Stage
Investor sentiment hangs in the balance as global markets digest mixed economic data, shifting supply dynamics, and the evolving Fed outlook.
Jul 3
•
Suhas Reddy
and
MintFinance
2
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[Mint Daily Wrap 03/Jul] Markets Hold Steady as Policy Signals and Jobs Data Take Center Stage
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[Mint Daily Wrap 02/Jul]| Markets Hold Breath Amid Trade Turmoil and Fed Uncertainty
A turbulent mix of trade tensions, policy uncertainty, and shifting macro signals defined market moves this week.
Jul 2
•
Suhas Reddy
and
MintFinance
3
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[Mint Daily Wrap 02/Jul]| Markets Hold Breath Amid Trade Turmoil and Fed Uncertainty
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[Macro on Microchips] Gains and Tailwinds Are In, But Risk Appetite Isn’t
UMC repositions, Micron delivers, and the market stays defensively long.
Jul 2
•
Raghav Vashisht
and
MintFinance
3
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[Macro on Microchips] Gains and Tailwinds Are In, But Risk Appetite Isn’t
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[Earnings Review] Micron's Record Quarter Driven by AI Demand and Strategic Investments
AI tailwinds, HBM dominance, and U.S. manufacturing bets reset the memory cycle narrative for Micron
Jul 1
•
Raghav Vashisht
and
MintFinance
1
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[Earnings Review] Micron's Record Quarter Driven by AI Demand and Strategic Investments
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[Mint Daily Wrap 01/Jul] Markets Waver as Tariff Tensions Resurface and OPEC+ Signals Supply Buildup
Global markets kicked off Q3 on a cautious note as renewed trade tensions, shifting Fed expectations, and commodity price volatility kept investors on…
Jul 1
•
Suhas Reddy
and
MintFinance
1
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[Mint Daily Wrap 01/Jul] Markets Waver as Tariff Tensions Resurface and OPEC+ Signals Supply Buildup
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