Macro
Search catalysts, news stories, and pressures, or browse the trust-weighted news feed below.
month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.30 | +0.62 | +0.40 | +0.40 | +0.40 | +0.40 | +0.40 | +0.40 | +0.73 | +0.40 | +0.40 | +0.30 |
The tech sector is sharply positive this month, driven by Alibaba’s record-setting $200 billion NYSE debut, which has reinvigorated sentiment around large-scale tech listings and global growth potential. Apple’s launch of the iPhone 6 and Apple Watch further boosted momentum, reinforcing confidence in sustained innovation and consumer hardware demand. These catalysts together outweigh broader market uncertainties, underpinning a +0.50 sector read.
How this mood is scored ▾
Facebook has acquired WhatsApp, a leading messaging platform with 450 million monthly active users, in a $19 billion deal combining cash and stock. The acquisition highlights the rising value of user-scale tech platforms, surpassing the market caps of major companies like BlackBerry and The Gap, and signals strong investor appetite for strategic mobile and messaging dominance.
Alibaba, the Chinese e-commerce giant, made history with its NYSE IPO, opening at $92.70 per share—up from a $68 offer price—valuing the company above $200 billion. Led by CEO Jack Ma, Alibaba dominates 80% of China's online commerce via platforms like Taobao and Tmall, attracting investors seeking exposure to China's growing middle class and mobile-driven consumer market. The successful IPO underscores strong investor confidence and signals potential global expansion into emerging markets and the West.