Weekend 01.25 & 01.26
Goldman Finds “More Nuclear & Fewer EVs” As Trump Supercharges Powering Up America Theme – Zerohedge
Colombia Offers Presidential Plane To Repatriate Illegal Aliens After Trump Slaps Country With Sweeping Sanctions – Zerohedge
Lunar New Year celebrations, India budget, Philippines GDP – asianikkei
Trump 2.0: Citi breaks down expectations for economy and stock market – investing
5 big analyst AI moves: Apple stock faces downgrades; New Street-high PT for Tesla – investing
Who is at risk of 25% USA tariffs in Europe? – investing
Friday 01.24
Business Live – guardian
EXPLAINER-How Would a US Bitcoin Strategic Reserve Work? – Reuters
Stocks and bonds chop to softening Trump tariff tone – Newsquawk US Market Wrap
Wall St Slips With Mixed Data and Earnings Ahead of Fed Week – Reuters
Insider-Selling Soars As S&P 500 Hits Record High; Gold & Crypto Jump As Dollar & Crude Dump – Ζerohedge
S&P 500 slides on Friday as rally pauses, but stocks notch back-to-back weekly gains – cnbc
Meta to Spend up to $65 Billion This Year to Power AI Goals, Zuckerberg Says – Reuters
Stocks making the biggest moves midday: Texas Instruments, Grindr, Twilio and more – cnbc
Texas Instruments’ Bearish Outlook Indicates “Auto & Industrials Have Not Bottomed Yet” – Ζerohedge
2024 US Existing Home Sales Lowest Since 1995 – Ζerohedge
US Consumer Sentiment Ebbs in January; 12-Month Inflation Expectations Rise – Reuters
UMich Inflation Expectations Soar As Democrats Panic – Ζerohedge
Stocks making the biggest moves premarket: Twilio, Boeing, Novo Nordisk, CSX and more – cnbc
Verizon Wireless Subscriber Growth Hits 5-Yr High, Profit View Weak – Reuters
Novo Shares Ignite After Next-Gen Shot Shows 22% Weight Loss – Ζerohedge
US Business Activity at Nine-Month Low in January; Hiring Accelerates – Reuters
US Services PMI Pukes In Preliminary January Data, Manufacturing Back In Expansion – Ζerohedge
FX Daily: BoJ hike and China tariff threat unwinding – ing
Futures Dip To Close Best Inauguration Week For S&P Since Reagan – Ζerohedge
Euro Zone Businesses Start Year With Modest Return to Growth, PMI Shows – Reuters
German Business Activity Stabilises in January, PMI Shows – Reuters
Burberry Gets Holiday Boost From US Shoppers – Reuters
Burberry shares jump 14% after better-than-expected quarterly sales – cnbc
Ericsson’s Q4 Revenue, Core Profit Rises on US Demand Recovery – Reuters
Monte Dei Paschi Launches 13.3-Billion-Euro All Share Bid for Mediobanca – Reuters
Analysis-European Earnings May Keep the Mood Sweet as Tariff Fears Grow – Reuters
Europe markets open higher; Burberry leads gains after quarterly report- cnbc
Asia-Pacific markets track Wall Street gains as Trump pushes for rate cuts – cnbc
Japan hikes rates to highest since 2008 as sustained inflation, rising wages signal ‘virtuous cycle’ in play – cnbc
China Stimulus Scheme Lifted 2024 Consumption Growth by 1 Pct Point – Reuters
Japan’s Core Inflation Hits 16-Month High, Markets Brace for BOJ Hike – Reuters
Thursday 01.23
Business Live – guardian
Stocks Get Trump Boost to Close at All-Time Highs: Markets Wrap – bbg
Stocks making the biggest moves after hours: Boeing, Texas Instruments, CSX, Intuitive Surgical and more – cnbc
Boeing Strike, Defense Charges Hammer Fourth-Quarter Earnings – bbg
Stocks rally into the close as crude drops & Dollar chops on Trump at Davos – Newsquawk US Market Wrap
S&P 500 Notches Closing Record With Focus on Trump Comments, Earnings – Reuters
Trump Tanks Crude But Bitcoin Blasts Off, Stargate Surge Stalls – Ζerohedge
S&P 500 closes at a new record, Dow jumps 400 points as Trump pushes for low rates, oil – cnbc
Crypto Rips As Trump Signs EO Creating “Presidential Working Group On Digital Asset Markets” – Ζerohedge
Stocks making the biggest moves midday: Alcoa, GE Aerospace, Electronic Arts, American Airlines and more – cnbc
President Donald Trump says he’ll ‘demand that interest rates drop immediately’ – cnbc
Oracle Takes Run at Cloud’s Big Three With Trump-Backed AI Pact – bbg
Initial Jobless Claims Jump To One-Month High – Ζerohedge
Stocks making the biggest moves premarket: American Airlines, GE Aerospace, Electronic Arts, Alaska Air and more – cnbc
Freeport-McMoRan’s Copper Production Slips in Indonesia; Shares Fall – Reuters
Futures Drop As Treasury Yields Hit 1 Week High – Zerohedge
Equity Bulls Are Staring Down Positioning for Rally Clues – BBG
“Pretty Shocking Print”: Puma’s Dismal Earnings Send Shares Crashing – Ζerohedge
Puma shares slide 16% after sales miss; European markets open flat – cnbc
Wednesday 01.22
Business Live – guardian
S&P 500 Closes Within Striking Distance of Record: Markets Wrap – bbg
Global Industrial, Tech Stocks Rally on Trump’s AI Investment Push – Reuters
Nasdaq outperforms on AI investment and NFLX earnings – Newsquawk US Market Wrap
S&P 500 Hits Record High With Boost From Netflix Results, AI Investment Plan – Reuters
‘Stargate’ Sends S&P To Record High, Gold Rips As Crypto Dips – Ζerohedge
Stocks close higher, S&P 500 touches fresh record, bolstered by Trump optimism – cnbc
LNG Exporter Venture Global Cuts Target Valuation for US IPO to $65.3 Billion – Reuters
Stocks making the biggest midday moves: Netflix, Johnson & Johnson, Oracle, Ford and more – cnbc
STOXX 600 Closes at Near Four-Month High as Markets Brush Aside Tariff Concerns – Reuters
Europe’s Stoxx 600 Hits Record High on Trump Tariff Relief – bbg
Procter & Gamble earnings beat estimates as shoppers buy more household staples – cnbc
Siemens Energy Forecasts ‘Massive Tailwind’ From Trump Power Drive – Reuters
Futures Jump On Trump AI Push, Netflix Earnings; China Slumps On Tariff Threat – Ζerohedge
Adidas shares pop 6% as European markets open with positive momentum – cnbc
European markets expected to maintain positive momentum – cnbc
China stocks fall after Trump suggests tariffs on Beijing could come into effect by next month – cnbc
Japan Wage Growth Gathers Steam as Reluctant Retailers Raise Pay – Reuters
Tuesday 01.21
Davos day one: Von der Leyen warns against ‘global race to the bottom’, as Greenpeace protesters disrupt WEF – live updates – guardian
CEOs issue stark warnings on Europe’s future and the new Trump era, as WEF gathers steam – cnbc
Goldman Views Trump’s Day One Trade Policy: “A More Benign Tone On Tariffs” – Ζerohedge
Stocks Get AI Boost as Trump Holds Fire on Tariffs: Markets Wrap – bbg
China Vows to Import More Goods After Avoiding Early US Tariffs – bbg
Trump announces AI infrastructure investment backed by Oracle, OpenAI and Softbank – cnbc
Trump says he’s considering a 10% tariff on China beginning as soon as Feb. 1 – cnbc
Stocks making the biggest moves after hours: Netflix, Oracle, United Airlines, Interactive Brokers and more – cnbc
Netflix Erupts To All Time High On Blowout Earnings, Record New Subs, Price Hike And New $15 Billion Buyback – Zerohedge
Netflix shares soar as company reports surging revenue, tops 300 million subscribers – cnbc
United Airlines’ first-quarter outlook outpaces estimates after profits surge to end 2024 – cnbc
Stocks, Bonds, Gold, & Crypto All Surge Higher As Trump Takes Office – Zerohedge
Dow surges 500 points as Wall Street wagers that Trump’s approach on tariffs won’t be as harsh as feared – cnbc
Stocks Rally With Tariffs Delayed in Market Mesmerized by Trump – bbg
Factbox-US LNG Projects Boosted by Trump’s Export Permit Restart – Reuters
Oracle shares jump 6% on involvement in AI infrastructure initiative that Trump will announce – cnbc
Trump to announce AI infrastructure investment backed by Oracle, OpenAI and Softbank – cnbc
US SEC Unveils New Task Force to Start Work on Crypto Regulations – Reuters
An Overview Of Trump’s Day One Executive Actions – Ζerohedge
Stocks making the biggest moves midday: Apple, 3M, Walgreens, Moderna, Urban Outfitters and more – cnbc
Apple Slides After Jefferies Cuts Rating, China iPhones Sales Plunge In Holiday Quarter – Ζerohedge
BofA Says Benign Trump Policies to Spark Rally in Stock Laggards – bbg
Adidas Seals Turnaround Year With Strong Fourth-Quarter Sales – Reuters
Stocks making the biggest moves premarket: Apple, Qorvo, 3M, Roku and more – cnbc
US Futures Jump Even As Trump Pledges 25% Tariffs On Mexico, Canada – Ζerohedge
Orsted Shares Plunge Amid “Surprise” Impairment News & Trump’s Offshore Wind Lease Halt – Ζerohedge
Trump tariffs: Discount retailers, footwear brands, big box stores would have to raise prices, analyst says – yahoofinance
Trump Vows To Refill SPR “Right To The Top” As China Tanker Rates Soar – Zerohedge
European stocks open mixed as Trump 2.0 kicks off; Energy firm Orsted drops 15% on U.S. impairment – cnbc
Monday 01.20
Bitcoin hits new record high, dollar dips ahead of Trump inauguration – business live – guardian
Futures Rise, Dollar Tumbles On WSJ Report “No New Tariffs Yet’ – Zerohedge
European markets head for mixed open ahead of Trump’s inauguration as the 47th president of the U.S. – cnbc
Hong Kong stocks lead gains in Asia-Pacific ahead of Donald Trump’s inauguration – cnbc