Wednesday 07/03
Australia’s Largest Pension Fund Shifts to Equities on Tech Boom – bbg
European markets head for higher open as negative sentiment retreats – cnbc
Asia-Pacific markets mostly rise as investors assess business activity data from the region – cnbc
Japan Revamps Banknotes in Move That May Unleash Mattress Cash – bbg
Australia Retail Sales Beat Estimates, Adding to Rate Hike Case – bbg
China Services Expansion Cools to Weakest in Eight Months – bbg
BYD Plays Winning Hand in China EV Market With Hybrid Models – bbg
Asia Stocks to Rise as S&P 500 Closes Above 5,500: Markets Wrap – bbg
Tuesday 07/02
Bonds & Stocks Bid As Government Job Openings Suddenly Surge – Zerohedge
Tesla, Megacaps Drive S&P 500, Nasdaq to Higher Close – Reuters
S&P 500 closes above 5,500 for the first time as Powell highlights inflation progress, Tesla jumps – cnbc
Stocks making the biggest midday moves: Tesla, Polestar, Paramount Global and more – cnbc
Tesla beats estimates with less-drastic drop in vehicle sales – bbg
TSLA Shares Soar After Better-Than-Expected Q2 Deliveries – Zerohedge
Tesla shares soar on better-than-expected Q2 deliveries report – cnbc
European Stocks Slide as French Election, Rate Nerves Persist – Reuters
Novo, Lilly Slip as Biden Demands GLP-1 Drug Price Cuts – bbg
Trump Sentencing Delayed Two Months, ‘If Such Is Still Necessary’ – Zerohedge
Job Openings Unexpectedly Surge, Driven Entirely By Government Jobs – Zerohedge
Lagarde Repeats ECB Is ‘Attentive’ on Yields Amid French Vote – bbg
Powell says Fed has made ‘quite a bit of progress’ on inflation but needs more confidence before cutting – cnbc
Blackstone Sees AI Revolution Growing Private Credit Market To Staggering $25 Trillion – Zerohedge
ECB Needs Its Crisis Tools to Enforce Policy, IMF Official Says – bbg
US New-Vehicle Sales Growth Slows After CDK Cyberattack – Reuters
French Bonds Gain as Candidates Retire to Curb Far-Right Power – bbg
US Futures Slide As European Relief Rally Reverses, Oil Hits 2 Month High – Zerohedge
EU Banks Vulnerable to Real Estate ‘Cracks’, Says Watchdog – Reuters
Stocks making the biggest moves premarket: Tesla, CrowdStrike, Paramount Global, Atlassian and more – cnbc
Euro Zone Inflation Eases a Touch but Services Costs Stuck – Reuters
Eurozone inflation ticks down in June – ing
Euro zone inflation eases to 2.5% as core print misses estimate – cnbc
European markets lower as euro zone core inflation holds steady – cnbc
Asia-Pacific markets mostly fall as yen hovers at 38-year lows; South Korea inflation in focus – cnbc
Emerging Currencies Decline in Unison on Prospects for Trump 2.0 – bbg
Asian Stocks to Slip After Treasuries Take a Hit: Markets Wrap – bbg
Monday 07/01
Business Live – guardian
Relief Rally? – Zerohedge
Large-cap rally keeps indices supported while bonds tumble – Newsquawk US Market Wrap
Treasuries Trounced As Trump Triumph Looms, Crude & Cryptos Soar – Zerohedge
S&P 500, Nasdaq close higher to kick off second half’s trading – cnbc
Stocks making the biggest moves midday: Chewy, GameStop, Boeing, Norwegian Cruise Line and more – cnbc
How Jetmakers Divided up Struggling Supplier Spirit AeroSystems – Reuters
Tesla Rises Ahead of Q2 Deliveries Report – Reuters
Tesla Deliveries Set to Fall for Second Straight Quarter – Reuters
European Stocks Rise After First Round of French Vote – Reuters
As ‘Hard’ Data Collapses, Manufacturing Surveys’ Mixed Reality Emerges – Zerohedge
US Manufacturing Extends Slump; Inflation Pressures Ebbing – Reuters
US Factory Activity Shrinks for Third Month as Prices Moderate – bbg
Treasury Yields Resume Climb as Morgan Stanley Flags Trump Risk – bbg
France’s Problem Is Not The Elections, It Is Socialism – A Warning For All… – Zerohedge
Third Of Nuclear-Plant Owners In Talks With Tech Firms To Power Up AI Data Centers – Zerohedge
France’s Future Narrows: Two Unsavoury Scenarios for Investors – bbg
Supreme Court provides win to Trump, ruling he has immunity for some acts in election interference indictment – nbc
US PREMARKET
Futures Rise, European Markets Relief Rally After No Surprises From French Election – Zerohedge
Key Events This Holiday-Shortened Week: Jobs, JOLTS, ISM, Fed Minutes And Powell Speaks – Zerohedge
Voting instructions will decide whether Le Pen’s RN party wins or loses – ING
Euro Zone Factory Activity Decline Deepens in June, PMI Shows – Reuters
Euro Edges Up With Le Pen’s Party Set to Win First French Vote – bbg
German inflation slows in June – ING
German Inflation Slows as Confidence in Economic Rebound Wanes – bbg
Boeing Agrees to Buy Spirit Aero for $4.7 Billion in Stock Deal – bbg
Macron and French Left-Wing Rivals Race to Stop Far-Right Rise – bbg
European markets head for higher open as investors digest French election’s first round results – cnbc
ASIA NEWS
Asia markets mixed as China manufacturing contracts again, Japan revises first quarter GDP downward – cnbc
BYD Sales Rise to a Record on Price Cuts, Tech Upgrades – bbg
Private Gauge of China Factory Activity Hits Three-Year High – bbg
What to Expect From the Third Plenum, China’s Big Policy Meeting – bbg
Euro Gains on French Voting, China Eyed After PMI: Markets Wrap – bbg
Week Ahead Preview: French Election Results; Biden To Decide on his Election Future; U.K. Vote; ECB, FOMC, RBA and Riksbank Minutes; EU tariffs on China EVs; U.S. Employment Report; Eurozone CPI; Japan Tankan – cb