Weekend 03/19 & 03/20
Key events in developed markets next week – ing
Week Ahead: Central banks get down to serious business – nordea
Friday 03/18
Dow rallies more than 270 points Friday as stocks post their best week since 2020 – cnbc
Stocks making the biggest moves premarket: FedEx, GameStop, Moderna and more – cnbc
Nickel falls 12% to hit limit down again on London Metal Exchange – cnbc
European markets set for a muted open, with Ukraine-Russia talks in focus – cnbc
Hong Kong’s Hang Seng erases earlier losses as volatile week continues; Biden and Xi set to speak – cnbc
Thursday 03/17
Stocks Slip After-Hours As US Intel Chief Warns Of Russian ‘Nuclear Threats’ – Zerohedge
Stocks Go Full Green On St Paddy’s Day Ahead Of Massive OpEx – Zerohedge
S&P 500, Nasdaq rally for a third day as investors get comfortable with the Fed’s rate-hike plan – cnbc
Uranium Stocks Soar After US Signals Aid For Nuclear Power – Zerohedge
Yield Curve Dramatically Transitions From A Steep-Front To Back-End-Flatness – Zerohedge
Russia Avoids Default After $117 Million Eurobond Coupons Funds Sent To Citigroup – Zerohedge
Russians have up to $213B stashed in Swiss bank accounts – nyp
Stocks making the biggest moves midday: Dollar General, Occidental Petroleum, Guess and more – cnbc
One Bank Translates What Powell Really Said: We Are Now Pricing The Rate Cuts And QE That Will Follow The Fed’s Policy Error – Zerohedge
Rabo: Markets Are Ignoring Everything Actually Happening To Focus On What They Think Will Happen – Zerohedge
US Manufacturing Accelerates In February As Utilities Slow – Zerohedge
Philly Fed Expectations Plunge As Prices Paid Hit 43 Year High – Zerohedge
Nickel falls 8% to hit limit down in chaotic trade on London Metal Exchange – cnbc
Sterling Tumbles After Dovish 25bps Rate Hike By BOE – Zerohedge
Futures Drift Lower After Kremlin Dashes Ukraine Peace Hopes; Curve Inversion Persists – Zerohedge
European markets head for flat open as investors react to Fed hike – cnbc
Xi Jinping’s Stock-Market “Put” Is Alive And Well – Zerohedge
Hong Kong’s Hang Seng index soars 6% as tech, property stocks surge; Japan’s Nikkei up more than 3% – cnbc
All Hiking Cycles That Invert The Curve Lead To Recessions Within 1 To 3 Years – Zerohedge
Ukraine’s Corn Harvest May Plunge By A Third, Estimates Show – Zerohedge
Wednesday 03/16
Fed expected to raise interest rates for first time since 2018, markets rise on Ukraine hopes – business live – guardian
Kyiv comes under renewed fire; ‘room for compromise’ as Russia-Ukraine talks continue – cnbc
Stocks making the biggest moves after hours: Lennar, Williams-Sonoma and more – cnbc
Stocks, Gold, Cryptos Soar As Fed Hawkish Surprise Triggers Inversion, Countdown To Policy Error And Next Recesssion – Zerohedge
Dow jumps 500 points in relief rally after Fed announces first rate hike since 2018 – cnbc
New Federal Reserve projections show six more rate hikes this year – cnbc
Fed hikes 25bp with many more to come – ing
Fed’s aggressive interest rate forecast signals willingness to sacrifice growth to stop inflation – cnbc
Fed Announces Hawkish 25bps Rate Hike, Signals Hikes At Every 2022 Meeting As Bullard Dissents – Zerohedge
Stocks making the biggest moves midday: Alibaba, AeroVironment, Boeing and more – cnbc
European markets open higher ahead of Fed decision – cnbc
China says it will support Chinese IPOs abroad, calls for closure on tech crackdown – cnbc
Hong Kong’s Hang Seng extends surge, rising about 9% as Tencent, Alibaba jump more than 20% – cnbc
Tuesday 03/15
Business Live – guardian
Biden heading to Brussels for NATO meeting; EU delegation traveling to Ukraine – cnbc
“The Market Is Crazy” – Despite ‘Miraculous’ Macro Data, Chinese Stocks Remain “Uninvestable” – Zerohedge
Crude Craters, Chinese Tech ‘Dead Cat Bounces’, & VXX Decouples From Reality – Zerohedge
Dow jumps nearly 600 points, S&P 500 snaps 3-day losing streak as tech stocks bounce, oil prices slide – cnbc
Stocks making the biggest moves midday: American Airlines, Starbucks, Peloton and more – cnbc
Petrodollar Cracks: Saudi Arabia Considers Accepting Yuan For Chinese Oil Sales – Zerohedge
Russia – Understanding Potential Sovereign Default Events – fitch
Biggest Vol ETN Breaks: VXX Halted Multiple Times As It Soars In Huge Short Squeeze – Zerohedge
Pozsar’s “Margin Call Doom Loop” Prediction Comes True As Trafigura Faces Billions In Margin Calls – Zerohedge
Wall Street Mood Turns Apocalyptic: Majority Sees Bear Market & Stagflation; Optimism Lowest Since Right Before Lehman – Zerohedge
US Producer Prices Soar At Double-Digits For First Time – Zerohedge
US Futures Ignore China Implosion, Reverse Overnight Losses as Oil Tumbles – Zerohedge
Forecasters see growing chance of a recession as Fed hikes rates this year to fight inflation – cnbc
Why Did Vladimir Putin Invade Ukraine? – Zerohedge
Credit Has Cracked, And Now The CLO Defaults Begin – Zerohedge
European markets set for lower open as Ukraine-Russia war weighs on sentiment – cnbc
Hong Kong’s Hang Seng index drops 6% as tech stocks fall; oil prices down more than 5% – cnbc
Just As All Hope Seemed Lost, China Reports Miraculously Good Economic Data – Zerohedge
China’s retail sales, industrial data soundly beat expectations – cnbc
The Bond Market Is Screaming Stagflation – Zerohedge
China Orders 51 Million Into Lockdown As COVID Numbers Spike – Zerohedge
Monday 03/14
Business Live – guardian
Russia-Ukraine talks set to resume as attacks on Kyiv ramp up – cnbc
4th Round Ukraine-Russia Talks “Paused”; UN Says Over 2.8 Million People Have Entered Neighboring Countries – Zerohedge
US 10 year yield moves to a new cycle high and highest level since July 2019 – forexlive
Carnage: China Breaks, Apple Cracks Key Support, Yields Soar As Rate Hike Odds Surge – Zerohedge
S&P 500 falls to start the week as investors await Ukraine developments, Fed rate hike – cnbc
Argentina Halts Soy Exports As Food Protectionism Soars – Zerohedge
Chinese Nickel Tycoon Reaches Standstill Deal On Massive Margin Call – Zerohedge
Stocks Extend Losses After Barclays Suspends Sales/Issuance Of Equity, Oil Volatility ETNs – Zerohedge
Russia May Ban Wheat, Rye, Barley And Corn Exports Until June 30 – Zerohedge
10-year Treasury yield hits 2.1% — its highest point since July 2019 – cnbc
Oil Drops On Report Chevron Set To Start Trading Venezuelan Oil Once US Relaxes Sanctions – Zerohedge
As Russia nears a debt default, talk now turns to global contagion – cnbc
Barclays suspends issuance of oil and VIX ETNs – Zerohedge
Middle-class millionaires: A record number of US homes now cost $1M – nypost
Fed’s QE Is Over (Until It Comes Back…) – Zerohedge
Golden Dragon China Index Crashes 13% After JPM Downgrades Chinese Internet Sector, Tells Clients To Avoid For 6-12 Months – Zerohedge
Stocks making the biggest moves in the premarket: Alibaba, JD.com, Occidental Petroleum, Chevron and more – cnbc
Futures Fade As Yields Soar, Oil Slides And China Stocks Crater – Zerohedge
European markets climb amid renewed hopes for Ukraine-Russia talks – cnbc
A Preview Of The Crazy Week Ahead – Zerohedge
Tencent Shares Plunge On Report Of Possible Money-Laundering Violations – Zerohedge
Chinese tech giant Tencent plunges 10% after report of record anti-money laundering fine – cnbc
Hong Kong’s Hang Seng index drops more than 5% as investors monitor China’s Covid wave – cnbc