Weekend 07.05 & 07.06
US’ Bessent warns of tariff hike if no trade deals reached by August 1 – forexlive
OPEC+ Will Boost Supply Even Faster With Larger August Hike – BBG
How the US clean energy industry can navigate the policy void – ing
Friday 07.04
US Trade Deal Eludes Europe Days Out From Trump’s Deadline, Sources Say – Reuters
European Shares Edge Lower as US Tariff Deadline Looms – Reuters
US Equity Funds See Largest Weekly Inflow in Eight Months – Reuters
Global Equity Funds Attract Biggest Weekly Inflows in Eight Months – Reuters
Futures Slide On Latest Trump Tariff Salvo – Zerohedge
Germany Prepares Tank Order to Boost NATO Forces – bbg
Trump’s tariffs deadline is looming for Europe. Here’s where things stand – cnbc
Markets appear more hopeful that U.S. tariff “endgame” is in sight, Barclays says – investing
Why European equity markets may be overlooking trade tariff risks – cnbc
Markets’ 90-Day Tariff Pause Rollercoaster Nears an Uncertain End – Reuters
German Industrial Orders Drop Much More Than Expected in May – Reuters
Trump says 10-12 tariff letters to be sent out on Friday, Bessent expects deals ahead of deadline – Newsquawk Europe Market Open
European markets head for lower open as investors eye U.S. megabill, trade updates – cnbc
Asia-Pacific markets trade mixed ahead of Trump’s deadline for higher tariffs – cnbc
China shows signs of tackling the price wars that are taking a toll on its EV industry – bbg
Chinese Sales of Foreign Phone Makers, Including Apple, Drop 9.7% in May – Reuters
Thursday 07.03
Business Live – guardian
After ‘8 Hours Of Hogwash’ From Rep. Jeffries, House Republicans Pass Trump’s ‘Big Beautiful Bill’ – Zerohedge
Stealth Takeover Of Fed Starts With Fiscal QE – Zerohedge
Stocks and dollar gain with bonds sold on solid NFP report – Newsquawk US Market Wrap
S&P 500, Nasdaq Close at Records on Jobs Data; Nvidia Market Cap Nears $4 Trillion – Reuters
Big Bill & Better Payrolls Prompt Stock Gains But Dashes Rate-Cut Dreams – Zerohedge
Dow jumps more than 300 points, S&P 500 sets new record after strong June jobs report – cnbc
Trump megabill gives the oil industry everything it wants and ends key support for solar and wind – cnbc
“Your ‘Equity’ Is Fake” – Robinhood Faces Backlash After OpenAI Denounces Tokenized Shares – Zerohedge
CoreWeave is the first cloud provider to deploy Nvidia’s latest AI chips – cnbc
US Factory Orders Rebound in May on Strong Aircraft Demand – Reuters
Services Surveys Signal ‘Expansion’ In June, Inflation Fears Remain High – Zerohedge
US Services Sector Rebounds but Employment Contracts Again – Reuters
Blowout June Payrolls: 147K Jobs Added, Smashing Expectations; Unemployment Rate Drops To 4.1% – Zerohedge
‘Deep TriState’ Layoffs Leave Continuing Jobless Claims ‘Stuck’ At Highest Since 2021 – Zerohedge
U.S. payrolls increased by 147,000 in June, more than expected – cnbc
For Retailers, US-Vietnam Trade Deal Leaves Questions – Reuters
Stocks making the biggest moves premarket: Synopsys, Tripadvisor, Datadog, Robinhood and more – cnbc
Futures Coiled At Record High Ahead Of Closely Watched Jobs Report – Zerohedge
ECB Wary of Rising Global Trade Uncertainty, June Accounts Show – Reuters
Euro Zone Services Sector Returned to Modest Growth in June, PMI Shows – Reuters
German Services Sector Stabilises in June, PMI Shows – Reuters
What the U.S.-Vietnam trade deal tells us about the future of tariffs – cnbc
European stocks set to open higher as traders monitor UK turbulence, await U.S. jobs report – cnbc
Wednesday 07.02
Business Live – guardian
The June jobs report brings downside risk to the stock market, JPMorgan trading desk says – cnbc
Stocks bid and bonds hit ahead of NFP – Newsquawk US Market Wrap
U.S. stocks hit another record as Tesla and Nike rally – bbg
S&P 500, Nasdaq Close up on Vietnam Trade Deal, Tech Stocks – Reuters
‘Bad News Is Good News’ – Stocks, Oil, Bitcoin, & Precious Metals Surge As US Macro Melts Down – Zerohedge
S&P 500 closes at another record on Wednesday after Trump announces Vietnam-U.S. deal – cnbc
Nike, Other Retailer Stocks Rise on Trump’s Trade Deal With Vietnam to Reduce Tariffs – Reuters
Trump Announces Trade Deal With Vietnam; Includes 20% Tariffs, 40% Tax On Transshipping – Zerohedge
Trump announces Vietnam trade deal, 20% tariff on its imports to U.S. – cnbc
Stocks making the biggest moves midday: Tesla, Centene, Robinhood, Nike and more – cnbc
Microsoft to Cut About 4% of Jobs Amid Hefty AI Bets – Reuters
Centene Crashes Most On Record, Sparks Selloff In Managed Care Stocks – Zerohedge
Robinhood stock hits $100 as it roars 30% since S&P 500 snub – cnbc
European Shares Gain on Renewable Energy, Luxury Boost – Reuters
Tesla Deliveries In-Line, Production Beats As Musk Takes Over Sales In US And Europe After Key Exec Departs – Zerohedge
Tesla reports 14% decline in vehicle deliveries, marking second straight year-over-year drop – cnbc
Ether and related stocks gain amid the latest crypto craze: Tokenization – cnbc
US Private Payrolls Post First Drop in More Than Two Years; Layoffs Still Low – Reuters
ADP Reports Biggest Drop In Service-Provider Jobs Since COVID Lockdown – Zerohedge
Futures Erase Overnight Gains As July 9 Trade Deadline Looms – Zerohedge
U.S. Dollar to Stay Under Pressure From Tariff, Debt and Rate Cut Expectations – Reuters
Barclays Lifts STOXX 600 Index’s Annual Target to 570 – Reuters
UBS lifts European auto stock targets as tariff impact eases – INVESTING
European markets set to open higher as traders assess global trade, economic outlook – cnbc
Singapore stocks hit record high amid mixed trading in Asia as investors assess Fed’s latest comments – cnbc
Japan Finally Admits Its Carmakers Have Been Paying All Trump Tariff Costs As Trade Talks Collapse – Zerohedge
Tuesday 07.01
Business Live – guardian
“From Nightmares To Sweet Dreams”: Best And Worst Performing Assets Of June, Q2 And The First Half – Zerohedge
Tech lags, while T-Notes flatten as strong JOLTS report & the Senate passing OBBB take the headlines – Newsquawk US Market Wrap
“Violent Moves”: Stocks Start H2 With Momo Massacre & Massive Short-Squeeze; Bullion Bid & Bonds Battered – Zerohedge
Stocks Climb to Record, Gilt Yields Surge on Finance Minister Uncertainty – Reuters
Momentum Massacre: AI Crushed, Laggards Roar – DeepSeek Déjà Vu? – Zerohedge
Dow jumps 400 points, S&P 500 closes flat to start new quarter as investors rotate out of tech – cnbc
Clean energy stocks jump after tax on solar and wind projects is removed from Trump’s big bill – cnbc
Stocks making the biggest moves midday: Tesla, Tandem Diabetes, GE Vernova, Hasbro and more – cnbc
Labor Market Rebounds As Job Openings Unexpectedly Soar – Zerohedge
Manufacturing Surveys Soared In June… But So Did Prices – Zerohedge
Futures Drop As Trade, Bill Concerns, Trump-Musk Feud Returns – Zerohedge
Euro zone inflation edges higher, hitting ECB’s 2% target in June – cnbc
European stocks to open flat to higher as investors survey the trade talks, tariff landscape – cnbc
Asia-Pacific markets trade mixed as investors assess gains on Wall Street and Trump’s tariff plans – cnbc
China’s June factory activity unexpectedly expands, private survey shows – cnbc
Monday 06.30
Business Live – guardian
Senate Version Of Trump Tax Bill Adds $3.3 Trillion To Deficit, $500BN More Than The House; Debt Ceiling Raised By $5 Trillion – Zerohedge
SLR: Could It End The Bond Bear Market – Zerohedge
Exclusive-Circle Applies for US Trust Bank License After Bumper IPO – Reuters
Stock market today: S&P 500, Nasdaq jump to fresh records, capping stunning second-quarter comeback – yahoofinance
Stocks and bonds bid on quarter-end as eyes turn to key US data – Newsquawk US Market Wrap
Dollar Crashes To Worst H1 In 52 Years As Stocks Soar To Best Quarter Since Q1 2023 Despite Tariff Tantrum – Zerohedge
Wall Street Closes at Record Highs After Turbulent Months – Reuters
S&P 500, Nasdaq Close at Record Highs, Cap Best Quarter in Over a Year – Reuters
S&P 500 rises to another record close to wrap up second-quarter comeback – cnbc
Meta Deepens AI Push With ‘Superintelligence’ Lab, Source Says – Reuters
Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal, Bloomberg News Reports – Reuters
Stocks making the biggest moves midday: Hewlett Packard Enterprise, Robinhood, Palantir, Oracle, and more – cnbc
Stablecoins Are Becoming ‘Default Settlement Layer” For The Internet – Zerohedge
Rising Government Debt Poses Greatest Risk to US Market Standing, Says BlackRock – Reuters
Robinhood gives out tokens of OpenAI and SpaceX in Europe. Stock hits record – cnbc
European Shares See Monthly Declines as Markets Eye Trade Developments – Reuters
Oracle stock jumps after $30 billion annual cloud deal revealed in filing – cnbc
Stocks making the biggest moves premarket: Meta, Moderna, Hewlett Packard Enterprise, Juniper Networks and more – cnbc
US Banks Rise as Fed Stress Test Success Clears Path for Payouts – Reuters
Futures Push Higher Into Record Territory Amid Trade Talk Progress – Zerohedge
Europe’s AI Gigafactory Push Attracts 76 Bids, EU Tech Chief Says – Reuters
German inflation still on disinflationary trajectory in June – ING
German inflation unexpectedly falls to 2% in June, hitting ECB’s target – cnbc
Key Events This Holiday-Shortened Week: Job Reports Galore, ISMs, Powell And More – Zerohedge
S&P 500 to continue rallying on expected Fed rate cuts: Morgan Stanley’s Wilson – cnbc
Canada rescinds Digital Services Tax after Trump cuts off U.S. trade talks – cnbc
European stocks to start the week higher, buoyed by positive global sentiment – cnbc
Asia-Pacific markets mostly rise as investors parse a slew of data releases – cnbc
China’s manufacturing activity contracts for a third month amid deflation woes – cnbc