Judging by the headlines, there’s a lot to worry about. But if markets are anxious it’s not obvious in the year-to-date results for the major asset classes, which are posting across-the-board gains in 2025 via a set of ETFs through Monday’s close (Jan. 14).
Daily Archives: July 15, 2025
Macro Briefing: 15 July 2025
Nvidia receives approval from the Trump administration to sell its advanced H20 computer chips used to develop artificial intelligence to China. “The US government has assured Nvidia that licenses will be granted, and Nvidia hopes to start deliveries soon,” the company’s CEO Jensen Huang wrote on social media.
