TOP MARKETS NEWS: Week 02/15 – 02/21

Weekend 02/20 & 02/21

Are Yields About To Blast-Off: Here Are The 3 Things To Watch – Zerohedge
Syrian pound sinks to record low on foreign currency crunch – Reuters
Michael Burry Warns Weimar Hyperinflation Is Coming – Zerohedge
‘Explosion of economic activity’ may put inflation fears in check. Here’s why – cnbc
Three Catalysts For A Reflationary Overshoot Loom Over The Next Month – Zerohedge
Texans stuck with $5,000 electric bills after winter storm need help, officials says – Reuters
Iraq decides to freeze oil prepayments deal on rising oil prices – Reuters
Bitcoin Tops $58k, More Valuable Than A Kilo Of Gold – Zerohedge
The Next Commodity Supercycle – Zerohedge
Just As COVID Vaccine Found To Be 99% Effective In Preventing Death, Japan Discovers New, More Contagious Strain – Zerohedge
The First Decentralized Finance “DeFi” Index Fund Is Here – Zerohedge
Sudan sharply devalues currency as it aims for debt relief – Reuters
Will The Economy Replace Ten Million Jobs By 2022? – Zerohedge
The Markets May Be Starting To Worry About Rates – Zerohedge
Learning To Live With Crypto – Zerohedge
First Human Cases Of H5N8 Bird Flu Reported In Russia – Zerohedge
The Death of Fiscal Austerity Has Major Implications for Markets – Bloomberg
Should equity investors worry about rising interest rates? – ft
Elon Musk says bitcoin seems high after surpassing $1 trillion market cap – cnbc
JPM Joins “Overheating” Bandwagon: Sees 6.4% GDP As Stimulus Forecast Doubles To $1.7TN – Zerohedge

 

Friday 02/19

Business Live – guardian
Here’s the Democratic wish list after Biden’s ‘go big’ stimulus – 
businessinsider

One Pfizer/BioNTech shot gives 85% Covid protection – study – guardian
Bitcoin hits $1 trillion in market value as cryptocurrency surge continues – cnbc
Bitcoin Soars Above $53,000 After Musk Calls It “Less BS Than Cash”; Ignores 5th JPMorgan Slam – Zerohedge
Rise in Treasury yields prompts speculation of a ‘tantrum’ for markets – cnbc
Toppy stock markets spark more “bubble” chatter – Reuters
5 things to know before the stock market opens Friday – cnbc
Goldman Warns Of Historic Shortage As Copper Explodes Higher – Zerohedge
Stocks making the biggest moves in the premarket: Deere, Dropbox, Novavax & more – cnbc
Euro zone services hit in February but factories racing along: PMIs – Reuters
Exports energise German manufacturing as lockdown dampens services: PMI – Reuters
Renault flags difficult year after record $9.7 billion loss – Reuters
Allianz sees better 2021 after worst year in nearly a decade – Reuters
Shares in Huuuge jump 5% in Poland’s biggest gaming firm debut – Reuters
China’s blue-chip index ends week lower on policy tightening worries – Reuters
Facing activist pressure, Danone warns of tough start to year – Reuters
Shares struggle against rising bond yields, weak data – Reuters
Strong Asia pushes Hermes sales up 16% in fourth quarter – Reuters
Japan cuts economic outlook in Feb for 1st time in 10 months – Reuters
Global equity funds led investment inflows in week to Feb. 17 – Lipper – Reuters
Short-selling under spotlight in GameStop hearing – Reuters

 

 

Thursday 02/18

Business Live – guardian
New $1,400 stimulus checks could be coming. What we know about how soon they may arrive – cnbc
Robinhood and Reddit in the spotlight during GameStop congressional hearing – cnn

Gundlach Changes His Mind On Bitcoin As First North American Crypto ETF Launches – Zerohedge
House aims to vote on Covid relief bill by the end of next week, Pelosi says – cnbc
Pelosi predicts vote on Biden $1.9T rescue plan next week – nypost
As Rates/Curves Soar, Nomura Sees 3 Trillion Reasons Why ‘Volmageddon 2.0’ May Be Coming – Zerohedge
Cryptocurrency Ethereum hits record high, lifted by bitcoin, institutional demand – Reuters
Stimulus measures were a ‘godsend’ for Americans with credit card debt – yahoofinance
U.S. Treasury reaps a windfall as stock sales surge – politico
“I Was So Scared” – Interactive Brokers Boss Warns Markets “Frighteningly Close” To Breaking During Reddit Raid – Zerohedge
Lumber Futures Hit Record High $1000 (As Gold Slumps To 7-Month Lows) – Zerohedge
Payments for order flow almost tripled in 2020 at Robinhood, other brokerages – yahoofinance
VW Shares Jump In Frankfurt After Report Of Potential Porsche Public Listing – Zerohedge
Initial Jobless Claims Unexpectedly Jump Due To Surge In IL, CA Claimants – Zerohedge
Walmart Tumbles On Poor Guidance, Greater Spending Plans Despite New $20BN Buyback – Zerohedge
Air France-KLM sees bigger losses before recovery – Reuters
Exposing The Robinhood Scam: Here’s How Much Citadel Paid To Robinhood To Buy Your Orders – Zerohedge
EDF eyes rebound in core profit after COVID-19 fallout – Reuters
Here We Go Again: Zoltan Warns Repo Market On Verge Of Major Shock As Key Funding Rate Turns Negative – Zerohedge
Barclays resumes dividend as annual profit halves – Reuters
Credit Suisse swings to fourth-quarter loss, weighed down by provisions for a U.S. legal dispute – cnbc
Germany’s Daimler sees 2021 pandemic recovery lifting sales, profits – Reuters
Nestle outshines peers thanks to pet food, health products – Reuters
Asian stocks hit by profit taking amid concerns about stretched rally – Reuters
China’s blue-chip index falls on policy tightening, valuation worries; Hong Kong down – Reuters
China market rally falters alongside key Asian markets after kicking off trading in the Year of the Ox with a bang – SCMP

 


Wednesday 02/17

Business Live – guardian
Daily Briefing: Watch those yields – Reuters

Top JPMorgan Banker Tells Clients Forget About Bubbles And Just Buy Everything – Zerohedge
Stock market news live updates: Stocks fall even after retail sales surge past expectations – yahoofinance
Dollar – No Love for US Retail Sales? – bk
US: Steady Fed – Not taper ready – ING
Global: Taper tantrum 2.0? Here is how to trade it in rates… – nordea
Fed minutes highlight willingness to steer past coming inflation – Reuters
FOMC Minutes Confirm Fed Will Ignore “Temporary Inflation Factors”, Stay Easy Until “Substantial Progress” In Economy – Zerohedge
Tech investor Klaus Hommels launches $332 million SPAC in Europe – cnbc
Lakestar’s Hommels launches Frankfurt blank cheque company – Reuters
Bitcoin smashes through $52,000 to hit a new all-time high – cnbc
How Robinhood ended up in Washington’s crosshairs – cnn
BlackRock’s Rick Rieder says the world’s largest asset manager has ‘started to dabble’ in bitcoin – cnbc
World’s Largest Asset Manager: “We’ve Started To Dabble In Bitcoin” – Zerohedge
Europe pulls ahead in race for hydrogen, as global project pipeline grows: report – Reuters
Nomura: 1.3% Yields Are Fine But If They Hit 1.5%, Stocks Will Be Hammered – Zerohedge
Oil Tumbles On Report Saudis Set To Raise Output By 1 Million Barrels – Zerohedge
Industrial Production Rises More Than Expected In January, Still Down Year-Over-Year – Zerohedge
Stocks Slammed As Producer Prices Soar By Record in January – Zerohedge
Additional fiscal stimulus powers U.S. retail sales; manufacturing output strong – Reuters
Core Retail Sales Surge At Record Pace Amid “Blockbuster” January Report – Zerohedge
Rising U.S. yields cool down stocks – Reuters
Texas power failures shut down chip factories, which could send shock waves up the supply chain – fortune
Bitcoin’s record price unsustainable without lower volatility: JPMorgan – Reuters
European share rally pauses as focus turns to inflation; Kering slips – Reuters
Global companies raise massive cash through convertible bonds at start of 2021 – Reuters
This Is What Hedge Funds Bought And Sold In Q4: Complete 13F Summary – Zerohedge
U.S. shale could face weeks of depressed oil production due to cold – Reuters
Traders chase sky-high returns in leveraged exchange traded products – Reuters
Cashless Society? UK ATM-Use Plummets During Pandemic – Zerohedge
Analysis: Europe braces for pandemic reality to hit banks – Reuters
Market Quick Take – February 17, 2021 – SAXO
China’s digital yuan needs to beat Alipay, WeChat Pay before challenging dollar, researcher says – cnbc
Central bank digi cash spooking shadow economy to crypto – Reuters
European markets head for mixed open as investors monitor rising U.S. Treasury yields – cnbc
European new car sales drop by 25.7% year-on-year in January: ACEA – Reuters
UK inflation up by 0.7% in January – cnbc
JPM: “Bond Yields Are Likely To Move Higher From Here” But The Real Question Is “What’s Behind The Move” – Zerohedge

 


Tuesday 02/16

Global markets at record highs amid stimulus and recovery hopes – business live – guardian

Berkshire Reveals New Positions In Chevron, Verizon; Exits JPM; Trims Apple, Wells: Full 13F Summary – Zerohedge
Stocks Slammed As Yield Surge Spoils TINA Party – zerohedge
Electric vehicle maker Lucid Motors nears SPAC deal, sources say – cnbc
Analysts lift profit growth forecast for European firms to 42.7%: Refinitiv – Reuters
Stocks making the biggest moves in the premarket: Palantir, MicroStrategy, CoreLogic & more – cnbc
With Complacency At 20 Year Highs, JPM Models Warn Of Imminent Correction – zerohedge
Wall Street set to join global stocks party as investors dump bonds – Reuters
Bitcoin Trust Launched Today Takes Aim At $37 Billion Grayscale – forbes
Bitcoin surpasses $50,000 for first time as major companies jump into crypto – cnbc
Rising U.S. yields could spur mortgage-related selling of Treasuries – Reuters
Dollar Needs Retail Sales Comeback – bk
MicroStrategy shares rise after firm reveals plans to sell convertible debt to buy more bitcoin – cnbc
Britain may need big tax rises, but not yet: think tank – Reuters
Big data firm Palantir raises revenue 40% as contracts roll in – Reuters
Latest BofA Wall Street Survey Finds A Record Number Of Investors Taking On “Higher Than Normal” Risk – zerohedge
Going all-in? Investors’ cash levels dip to 2013 pre-taper-tantrum levels – Reuters
World Stocks Hit Longest Record Streak In 17 Years As Yields Surge – zerohedge
‘Reflation’ trade pushes German Bund yields to 8-month highs – Reuters
Funds grow wary as red-hot copper hits nine-year highs: Andy Home – Reuters
EV charging to solar panels: How connected tech is changing the homes we live in – cnbc
Euro zone fourth quarter GDP falls less than earlier estimated – Reuters
European countries could see a ‘tremendous acceleration of growth’ in the summer, Dutch finance chief says – cnbc
European markets set to open modestly higher as recovery hopes lift global stocks – cnbc

Monday 02/15

Business live – guardian

BofA Hints That Weimar 2.0 Could Be Coming – Zerohedge
Citi Literally Needed A Bigger Chart To Show The Latest Market Euphoria – Zerohedge
Exposing The Robinhood Scam: Here’s How Much Citadel Paid To Robinhood To Buy Your Orders – Zerohedge
The Debate About Stimulus Is Missing the Point – bbgquint
Oil hits pandemic high as winter storm pushes demand and poses production risk – cnbc
Surge In Bund, Treasury Yields Sparks Slump In Negative-Yielding Debt Worldwide – Zerohedge
Funds bought U.S. crude ahead of big freeze – John Kemp – Reuters
Icy weather chills Texas wind energy as deep freeze grips much of U.S. – Reuters
“Climate War” Accelerates ESG Craze Sparking Surge In Iridium Spot Prices – Zerohedge
Key Events This Week: Retail Sales, Fed Speakers And Senate Takes On Stimulus – Zerohedge
Japan extends economic recovery as exports, capex shake off COVID hit – Reuters