Weekend 06.28 & 06.29
Here’s what’s in Trump’s “big, beautiful bill” as Senate nears a final vote – cbs
US Senate pushes ahead on Trump tax cuts as nonpartisan analysis raises price tag – investing
Trump’s sweeping tax-cut, spending bill clears first US Senate hurdle – Reuters
Tesla’s IPO was 15 years ago. The stock is up almost 300-fold since then – cnbc
What’s in the Senate’s version of Trump’s budget bill — and who stands to benefit – cnbc
Friday 06.27
Business Live – guardian
GOP Kills ‘Revenge Tax’ In Trump’s Megabill, Wall Street Breathes Easy – Zerohedge
Stocks close at record highs despite Trump’s Canada Trade Talk Termination – Newsquawk US Market Wrap
Instant View: Wall Street Hits Record Highs After Turbulent Months – Reuters
S&P 500, Nasdaq Hit Record Highs on Renewed AI Bets, Rate-Cut Hope – Reuters
Stocks, Bonds, & Bitcoin Jump; Gold, Oil, & The Dollar Dumped During Dismal Data Week – Zerohedge
Stock market today: S&P 500, Nasdaq notch record closes, brushing off renewed trade tensions – yahoofinance
S&P 500 closes at a record Friday, overcoming even more trade angst – cnbc
China’s Rare Earths Are Flowing Again, but Not Freely – Reuters
Stocks making the biggest moves midday: Nike, Uber, Newmont, Trade Desk and more – cnbc
Loonie Tumbles As Trump Suddenly ‘Terminates’ All Trade Talks With Canada – Zerohedge
US Equity Funds Suffer Sixth Weekly Outflows in a Row – Reuters
Global Equity Funds See Outflows for Second Straight Week – Reuters
European Stocks Rise as U.S.-China Trade Tensions Ease; Auto Stocks Jump – Reuters
Coinbase is the best-performing stock in the S&P 500 in June, and may have even more room to run – cnbc
UBS has raised its S&P 500 price target for the end of 2025. Here’s why – investing
Quantum computing is having a moment. But the technology remains futuristic – cnbc
UMich Confidence Jumps As Inflation Fears Plunge Most Since 2001 – Zerohedge
US Consumer Spending Falls; Tariff-Related Boost to Inflation Awaited – Reuters
DOGE Sparks Biggest Plunge In Social Security Handouts Ever; Fed’s Favorite Inflation Indicator Ticked Higher In May – Zerohedge
Core inflation rate rose to 2.7% in May, more than expected, Fed’s preferred gauge shows – cnbc
The Offense in Defense – Can European Defense Stocks Reload for New Highs? – Zerohedge
Goldman Identifies Next Industry AI Will Disrupt – Zerohedge
S&P Futures Trade At All Time High Boosted By Trade Talks, Nike Results – Zerohedge
Gold sees record H1 inflows; H2 policy backdrop ’less threatening,’ says BofA – investing
Goldman Top Tech Trader: “Most Investors Acknowledge Things Feel Stretched… Nasdaq At 28 P/E” – Zerohedge
China, U.S. confirm details of their trade deal, Beijing says – cnbc
What Is It Hedge Funds See In Europe That Scares Them? – Zerohedge
French Inflation Rises to 0.8% in June as Service Costs Accelerate – Reuters
Spain’s 12-Month EU-Harmonised Inflation Inches up on Fuel and Food Prices – Reuters
European autos stocks jump 2% after White House hints at tariff deadline extension – cnbc
Japan’s Nikkei hits 6-month high as Asia-Pacific markets track gains on Wall Street – cnbc
China’s industrial profits plunge 9.1%, steepest fall in seven months – cnbc
Xiaomi Outmaneuvered Silicon Valley With Launch Of New SUV, AI Glasses – Zerohedge
Thursday 06.26
Business Live – guardian
$5.5TN In Balance Sheet Capacity Unlocked: Assessing The Impact Of SLR Changes For Big Banks – Zerohedge
Wall Street Forecasts Windfall for Big US Banks From Fed Plan to Ease Leverage Rule – Reuters
Stocks making the biggest moves after hours: Nike, Core Scientific and more – cnbc
Nike sales drop 12%, but sneaker giant says the worst of its slump is behind it – cnbc
Stocks hover around ATHs ahead of PCE – Newsquawk US Market Wrap
Wall Street Ends Higher on Rate Cuts, S&P 500, Nasdaq Miss Record Highs – Reuters
April Tariff ‘Panicans’ On Suicide Watch As S&P Closes Near Record High – Zerohedge
S&P 500 closes modestly higher, a hair’s breadth away from hitting a new record – cnbc
Analysis-Market Bets on a More Dovish Fed as Trump Eyes Powell’s Replacement – Reuters
Stocks making the biggest moves midday: Micron, Penn Entertainment, Equinix, Core Scientific & more – cnbc
Fed Rate Cut in July? Inside the US Central Bank, Few Takers – Reuters
Core Scientific shares surge 33% on report of buyout talks with CoreWeave – cnbc
European Stocks Muted as Investors Gauge US Interest Rate Outlook – Reuters
AI is doing 30%-50% of the work at Salesforce, CEO Marc Benioff says – cnbc
US Pending Home Sales Rose In May, But Remain Near Record Lows – Zerohedge
Q1 GDP Revised Lower As Personal Spending Unexpectedly Prints Weakest Since Covid – Zerohedge
US First-Quarter GDP Revised Lower on Tepid Consumer Spending – Reuters
Biggest Export Decline Since COVID Lockdowns Unexpectedly Widens US Trade Deficit In May – Zerohedge
Labor Market Creaks… Continuing Jobless Claims Highest Since Nov 2021 – Zerohedge
US Labor Market Softening as More People Remain on Unemployment Rolls – Reuters
Bond Giant PIMCO Sees Emerging Markets in ‘Goldilocks’ Moment – Reuters
Stocks making the biggest moves in premarket trading: Micron, Kratos, McCormick and more – cnbc
S&P Futures Jump, Set For New Record High As VIX, Dollar Tumble – Zerohedge
German Parliament Passes 46-Billion-Euro Corporate Tax Relief Package – Reuters
H&M Seeks to Lure US Shoppers as Fast-Fashion Rivals Hike Prices Due to Tariffs – Reuters
BYD Slumps After Scaling Back Production, Rising Inventories, Slower Sales Growth – Zerohedge
Wednesday 06.25
Stocks making the biggest moves in premarket trading: Micron, Kratos, McCormick and more – cnbc
The Real Estate Recession You Haven’t Heard About (Yet) – Zerohedge
European markets show cautious optimism over Middle East ceasefire – cnbc
Asia-Pacific markets trade mixed as investors weigh Fed comments, Israel-Iran ceasefire – cnbc
Japan’s inflation has been above target for over 3 years, but where is the BOJ? – cnbc
Tuesday 06.24
Business Live – guardian
Shocking Chart Shows Why There Has Been No Tariff Inflation – Zerohedge
FedEx beats earnings estimates, forecasts $1 billion cost savings in the next fiscal year – cnbc
Iran/Israel ceasefire sparks risk on & energy weakness – Newsquawk US Market Wrap
Wall St Ends Sharply Higher, S&P 500 Nears Record High as Middle East Tensions Cool – Reuters
U.S. stocks approach their all-time high as oil prices tumble – bbg
‘Ceasefire’ Sends Nasdaq 100 To Record High; Bitcoin Jumps As Gold & Oil Dump – Zerohedge
Dow jumps 500 points, oil prices crater as investors bet Israel-Iran truce will hold – cnbc
Trump says whether he’ll commit to NATO mutual defense guarantee ‘depends on your definition’ – ap
Stocks making the biggest moves midday: Uber, Carnival, Advance Auto Parts, Snowflake and more – cnbc
Broadcom shares jump as HSBC lifts stock to Buy on underestimated ASIC potential – investing
Goldman Weighs In On Tesla Robotaxi Launch – Zerohedge
Carnival shares pop on earnings beat and raised full-year outlook – cnbc
More Homeowners Find Themselves Underwater – WSJ
European Stocks Hit One-Week Highs on Mideast Ceasefire – Reuters
Powell Repeats Rate Cuts Can Wait as Fed Studies Tariff Impacts – Reuters
June Gloom Hits Consumer Confidence After Gay May; Inflation Expectations Plunge – Zerohedge
US Consumer Confidence Weakens on Job Market Worries – Reuters
US Home Prices Plunged In April – Biggest Drop Since Dec 2022 – Zerohedge
Central Bank Body BIS Delivers Stark Stablecoin Warning – Reuters
Crude Slides After Trump Says China “Can Continue To Purchase Oil From Iran” – Zerohedge
Stocks making the biggest moves premarket: Carnival, Chewy, KB Home, Lockheed Martin and more – CNBC
Futures Jump, Oil And Dollar Dump As Markets Ignore Ceasefire Violations – Zerohedge
Geopolitical uncertainty creates attractive environment for AI trade – Wells Fargo – investing
NATO wants allies to spend 5% of GDP on defense: This chart shows how hard it could be – cnbc
German Business Sentiment Rises More Than Expected in June, Ifo Survey Finds – Reuters
European stocks set to open higher amid hopes for an Iran-Israel ceasefire – cnbc
Asia-Pacific markets rise after Trump says Israel and Iran ceasefire is in effect – cnbc
Monday 06.23
Business Live – guardian
Oil prices fall 7% after Iran strike on U.S. base in Qatar leaves no reported casualties – cnbc
Trading Day: All Aboard the ‘Risk On’ Rollercoaster – Reuters
Hedge Fund Leverage Reaches Five-Year High, Buying Bank Stocks, Goldman Sachs Says – Reuters
Stocks gain & oil slumps on ‘de-escalatory’ Iran response – Newsquawk US Market Wrap
Wall St Ends Higher as Rate Cut Hopes Offset Fears of Escalating War With Iran – Reuters
Oil Crashes, Stocks Soar On ‘Scripted’ Iranian Retaliation; Gold & Crypto Jump As Dollar Dumps – Zerohedge
Dow rises more than 350 points Monday as oil slides on Iran’s restrained retaliation to U.S. attacks – cnbc
Stocks making the biggest moves midday: Tesla, Novo Nordisk, Hims & Hers, Northern Trust, Fiserv and more – cnbc
Fiserv Unveils Plans to Launch Stablecoin With Circle, PayPal as Partners – Reuters
Tesla stock pops 10% as Musk touts ‘successful’ robotaxi Austin launch – cnbc
Europe Stocks Fall on Fears of Iranian Retaliation After U.S. Strikes – Reuters
US Existing Home Sales Print Weakest May Since 2009 – Zerohedge
US PMIs Beat Expectations In Early June Data, But… – Zerohedge
US Business Activity Moderates; Inflation Pressures Building Up – Reuters
New York To Build Gigawatt Nuclear Power Plant, Backed By Trump-Era Reforms – Zerohedge
Stocks making the biggest moves premarket: Tesla, Northern Trust, DoorDash, Northrop Grumman, Exxon Mobil and more – cnbc
Futures Rebound, Oil Slides As Dip Buyers Fade US Bombing Of Iran – Zerohedge
Key Events This Week: GDP, Core PCE, Durables, Powell And Fed Speakers Galore – Zerohedge
NATO allies pledge to hike defense spending – but will they deliver? – cnbc
Euro Zone Growth Stalls in June With Sluggish Services, Manufacturing – Reuters
German Business Activity Returns to Growth in June, PMI Shows – Reuters
German Industrial Lobby Group Cuts 2025 Economic Forecast as US Tariffs Weigh – Reuters
Iran’s parliament backs blocking Strait of Hormuz. Its closure will alienate Tehran further – cnbc
European markets set to start the week lower as Middle East crisis worsens – cnbc
Asia-Pacific markets decline as U.S. bombing of Iran escalates Middle East crisis – cnbc
China’s support for Tehran grows more restrained as U.S. enters war between Israel and Iran – cnbc