FT News Briefing
Inside the Trump tariff debate
Jan 29, 2025
A new AI model by DeepSeek triggers a sell-off in energy stocks, highlighting the volatility in the sector. Trump’s Treasury secretary advocates for a 2.5% universal tariff, leading to debates on trade policy. Boeing faces its second-largest annual loss due to labor issues. A revealing study shows that ETFs are enhancing market pricing efficiency, countering past criticisms about their role in market fluctuations. Investors are encouraged to adopt a top-down approach in stock market strategies amid these shifting dynamics.
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Quick takeaways
- DeepSeek's advancements in AI have created uncertainty in the energy sector, leading to significant volatility in related stocks.
- Treasury Secretary Scott Besant's proposed 2.5% universal tariffs aim to gradually prepare businesses for market adjustments without causing panic.
Deep dives
Impact of AI on Energy Stocks
The energy sector is experiencing significant volatility due to recent developments in artificial intelligence. DeepSeek's breakthrough in AI technology has sparked uncertainty about future power demands, impacting not only tech stocks but also energy companies. Despite initial optimism about energy infrastructure's value, DeepSeek's new model, which operates with fewer chips and utilizes less power, has raised questions about long-term energy investment strategies. As market participants await clearer insights into AI's electricity consumption, energy stocks remain in a state of flux.
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