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Category: Healthcare

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The pharma policy bomb retail ignores: How FDA fast-track designations telegraph 10-25% moves weeks before Wall Street reports them

The Food and Drug Administration’s January 16 fast-track designation for Eli Lilly’s experimental Alzheimer’s drug donanemab triggered a 14.7% stock…

Bonds

PRO EXCLUSIVE: Inside the AI displacement trade – How institutions quietly dumped $89 billion in service stocks while accumulating these 7 infrastructure plays

The $1.4 trillion market capitalization destruction across technology, logistics, and commercial real estate during February’s AI apocalypse wasn’t random panic…

Business

Healthcare stocks surge 3% as VA Secretary terminates transgender services while redirecting billions toward disability care and prosthetics manufacturers

Healthcare stocks rallied sharply Tuesday February 4 as Veterans Affairs Secretary Doug Collins’ announcement phasing out gender dysphoria treatments while…

Bonds

Healthcare stocks crater $400 billion as Trump guts Medicare while S&P 500 earnings beat 82% of estimates despite looming Fed showdown

United Healthcare Group plunged 19%, Humana cratered 20%, and CVS Health collapsed 10% on Tuesday January 27 as the Trump…

Bonds

Dow smashes through 47,000 for first time as cooler inflation data sparks relief rally, energy stocks surge on Russian sanctions

Wall Street roared higher Friday, October 24, as better-than-expected inflation data reinforced investor confidence that the Federal Reserve will continue…

Business

Trump rejects compromise on healthcare as Senate moderates pursue shadow negotiations to end three-week shutdown

President Donald Trump made clear Sunday, October 19, 2025, that he is unlikely to compromise with Senate Democrats’ shutdown demands…

Business

Senate Rejects Funding Bills Again as Shutdown Enters Second Week

On Tuesday, the U.S. federal government shutdown entered its seventh day, with no resolution in sight. The Senate failed for…

Business

Markets hold up surprisingly well amid shutdown and layoff risks

Despite the mounting drama in Washington on October 5, financial markets showed remarkable resilience. Equities advanced modestly, with technology, healthcare,…

Bonds

Markets defy the chaos: equities rally amid shutdown, rate-cut hopes intensify

Contrary to what many analysts expected, financial markets reacted to October 2 with surprising calm — even optimism. Despite the…

Bonds

Markets dig in: stocks rise even as shutdown looms

Despite the uncertainty unleashed by the government shutdown, U.S. equity markets displayed surprising resilience. On October 1, the Dow rose…