6Pages Market Shifts

6Pages
  • 4.8 (18)
  • MANAGEMENT
  • UPDATED DAILY
6Pages Market Shifts

Make better and faster decisions in response to far-reaching market shifts in business and technology. Featuring content from our 6Pages subscription service, a new kind of market intelligence for professional decision-makers. Learn more and sign up for free summaries of our deeply researched briefs on 6Pages.com.

  1. 2D AGO

    3 Shifts Edition (Apr 25 2025): Restarting student loan collections, Protein snacks and everything, The problem with AI benchmarks

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, the US government is restarting student loan collections, with garnishment of wages, social-security benefits, and tax refunds all back on the table starting May 5. Borrowers avoiding their loan balances might want to check their mail – and maybe their blood pressure too. Next, protein is taking over everything we eat, from popcorn to ice cream to your morning coffee. With weight-loss drugs booming and muscle-...

    23 min

  2. APR 19

    3 Shifts Edition (Apr 18 2025): The growth of AI big tech, What’s coming back to the US, DHgate & factory-direct shopping

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, OpenAI is on its way to becoming the next consumer big tech giant, with ChatGPT surging to 800M+ weekly users. Both OpenAI and Anthropic are chasing power users with $200/month tiers but the real story might be what’s happening on the free end of freemium. Next, manufacturing in certain sectors may be coming back to the US, although numbers are inflated and not every sector will come back easily. Still, some o...

    33 min

  3. APR 12

    3 Shifts Edition (Apr 11 2025): The tariff rollercoaster and China, Navigating the de minimis closure, Google Workspace’s automation flows

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s tariff rollercoaster is giving the markets whiplash, with a surprise 90-day pause on most “reciprocal” tariffs alongside a major hike on China. The S&P 500 bounced, the dollar sank, and 10-year Treasury yields surged, leaving some wondering if bond traders (or China) are casting votes of no confidence. Next, the de minimis loophole is seeing its endgame, leaving low-cost ecommerce players like Shei...

    25 min

  4. APR 4

    3 Shifts Edition (Apr 4 2025): Blanket tariffs and the auto industry, Amazon becomes a full-fledged studio, Instacart maps store shelves

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s blanket tariffs are crashing the economy, with nearly all major US trading partners hit with new levies. Some, like the EU, China, and Vietnam, are facing eye-popping 20-65%+ rates. The 25% auto tariffs are now live too, sending car prices higher. Next, Amazon is going full Hollywood, announcing plans at CinemaCon to release 15 big-screen films per year. Amazon sees theatrical as both a prestige play t...

    28 min

  5. MAR 28

    3 Shifts Edition (Mar 28 2025): OpenAI and advanced image generation, Europe's defense mobilization, China’s commercial space industry

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, OpenAI’s new image-generation feature is shockingly useful. It will actually follow the user’s direction as you iterate on a piece of work – instead of having to continually spin the roulette wheel and hope it spits out something useful. Next, Europe is finally serious on defense – with Germany, France, and the broader EU rolling out big spending packages in response to Trump’s reorientation and Russia’s loomi...

    25 min

  6. MAR 22

    3 Shifts Edition (Mar 21 2025): Amazon gets ambitious, The EPA’s regulation rollback begins, BYD EVs can charge 400 km in 5 min

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Amazon is making big moves on multiple fronts, from its own reasoning model to slashing prices on chips to a supercharged Alexa to challenges to Google’s cross-site ad-buying platform. After a stretch of cost-cutting, Amazon is planning a $100B capex budget for 2025 that will outpace all of its rivals. Is this a comeback arc? Next, the EPA’s regulation rollback has officially kicked off, with 31 actions starti...

    25 min

  7. MAR 15

    3 Shifts Edition (Mar 14 2025): Is this a surge in M&A?, AI’s inevitability in ad-buying, Trump’s revival of US shipbuilding

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, 2025 is finally showing nascent signs of a more full-throttled comeback for M&A, after years of sluggish activity. With examples like Rocket snapping up Redfin and Unilever shedding €1B in brands, dealmaking seems to be warming up. A looser antitrust stance under the Trump administration and AI-driven acquisitions are fueling the momentum. Next, AI is taking over ad-buying, automating everything from audie...

    17 min

  8. MAR 7

    3 Shifts Edition (Mar 7 2025): 25% tariffs on Canada & Mexico, The body blow to federal consulting, Google’s crackdown on search manipulation

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s 25% tariffs on North American allies have taken effect – at least for the 62% of the imports from Canada and 50% of the imports from Mexico that remain exposed after the recent amendments. Canada has fired back with tariffs on $30B CAD worth of US goods, and Mexico is expected to announce its own countermeasures on Sunday. Next, federal consulting firms are facing a crisis, with the Trump administratio...

    29 min
See All (91)

    4.8
    out of 5
    18 Ratings

    About

    Make better and faster decisions in response to far-reaching market shifts in business and technology. Featuring content from our 6Pages subscription service, a new kind of market intelligence for professional decision-makers. Learn more and sign up for free summaries of our deeply researched briefs on 6Pages.com.

    Information

    • Creator
      6Pages
    • Years Active
      2020 - 2025
    • Episodes
      91
    • Rating
      Clean
    • Copyright
      © 2025 6Pages Market Shifts
    • Show Website
      6Pages Market Shifts

    Content Restricted

    This episode can’t be played on the web in your country or region.

    To listen to explicit episodes, sign in.

    Stay up to date with this show

    Sign in or sign up to follow shows, save episodes, and get the latest updates.
    Select a country or region

    Africa, Middle East, and India

    Asia Pacific

    Europe

    Latin America and the Caribbean

    The United States and Canada