Archive - Mint Insights

[Mint Daily Wrap 11/Jul] Tariffs Stir the Pot as Commodities and Equities Diverge

As geopolitics, central bank policy, and trade uncertainty converge, global markets are adjusting to a new, uneasy equilibrium.

9 hrs ago •

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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.

Jul 10 •

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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 •

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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

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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 •

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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 •

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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 •

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Raghav Vashisht

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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 •

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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 •

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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 •

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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

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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

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