Friday 07.11
Stocks and bonds hit on inflationary fears amid Trump’s latest tariffs – Newsquawk US Market Wrap
S&P 500 Ends Down as Tariffs Sour Sentiment – Reuters
Bitcoin, Bullion, & Black Gold Soar To End Weak Week For Stocks & Bonds – Zerohedge
Dow drops 200 points, S&P retreats from record as Trump escalates trade battles – cnbc
Analysis-Freeport-McMoRan Poised to Gain From Trump’s Copper Tariff Against Peers With Few Options – Reuters
Stocks making the biggest moves midday: Penn Entertainment, Robinhood, Levi Strauss and more – cnbc
US Equity Fund Inflows Ease on Caution Over Tariff Threats – Reuters
Global Equity Funds Draw Second Weekly Inflow on AI Rally, Tariff Delay – Reuters
European Stocks Down With Bank and Healthcare Drag, US-EU Tariffs in Focus – Reuters
Trump’s Copper Tariffs Pile More Metal Misery on US Auto Industry – Reuters
German Upper House of Parliament Approves $54 Billion Corporate Tax Relief Package – Reuters
French Inflation Revised Higher to 0.9% as Service Costs Rise – Reuters
US Tariff Rate May Be More Than 20% After Latest Round, Global Business Group Says – Reuters
Trump announces 35% tariffs on Canada starting Aug. 1, warns of higher levies if Ottawa retaliates – cnbc
European stocks tumble with EU tariff letter expected from White House – cnbc
Asian Stocks Attract Foreign Inflows for Second Month, but Tariff Outlook Clouds – Reuters
Thursday 07.10
Business Live – guardian
IMF Says New US Tariffs Keep Trade Uncertainty Running High – Reuters
Markets chop amid mixed Fed speak and falling initial claims data – Newsquawk US Market Wrap
Indexes Rise, Boosted by Nvidia Record Valuation, Strong Delta Forecast – Reuters
Bitcoin Surges To New Record High, Momo Meltdown Continues As ‘Uncertainty’ Soars Again – Zerohedge
S&P, Nasdaq close at fresh records as traders shake off tariff worries – cnbc
Nvidia Notches $4 Trillion Record Close Market Cap – Reuters
Stocks making the biggest moves midday: MP Materials, Delta Air Lines, WK Kellogg, Hertz & more – cnbc
Indeed, Glassdoor to Cut 1,300 Jobs Amid AI Integration, Memo Shows – Reuters
Tesla Has Applied to Arizona for Robotaxi Service Certification, State Transport Department Says – Reuters
Fed’s Waller Says Stablecoins Could Lower Payment Prices – Reuters
Rare Earth Producer MP Materials Soars 50% After US Government Becomes Largest Shareholder – Zerohedge
MP Materials Seals Mega Rare-Earths Deal With US to Break China’s Grip – Reuters
Pentagon to become largest shareholder in rare earth miner MP Materials; shares surge 50% – cnbc
Mining, Healthcare Prop up European Shares; US-EU Trade Talks in Focus – Reuters
Copper Traders Look to Chinese Buyers in Post Trump-Tariff World – Reuters
JPMorgan CEO Dimon Says Markets Under-Pricing Risk of Higher US Interest Rates – Reuters
Continuing Jobless Claims Hit New Cycle Highs – Zerohedge
US Coffee, Orange Juice Prices Could Surge if Trump’s Brazil Tariffs Stick – Reuters
US Futures Steady As Tariff Fears Ease – Zerohedge
AI Slows Down Some Experienced Software Developers, Study Finds – Reuters
Delta Air Lines Restores Financial Guidance, Ignites Rally Across Airline Sector – Zerohedge
BMW Shares Rise 4% After Positive Pre-Close Earnings Call – Reuters
German Exporters Don’t Want US Trade Deal ‘At Any Price’, Says Trade Group – Reuters
European stocks open higher, brushing off tariff updates – cnbc
Asia-Pacific markets trade mixed as investors assess Bank of Korea rate decision, fresh Trump tariffs – cnbc
China Property Stocks Erupt On Rumors Beijing May Revive 2015 Stimulus Playbook – Zerohedge
Wednesday 07.09
Business Live – guardian
Confused about where things stand with Trump’s tariffs? Here’s a handy primer – npr
Factbox-Trump’s Higher Tariff Rates for Countries Compared to April 2 Rates – Reuters
Bitcoin rises to fresh record above $112,000, helped by Nvidia-led tech rally – cnbc
Stocks and T-notes bid as eyes remain on Trump Trade Tariffs – Newsquawk US Market Wrap
Wall Street Rises as Fed Minutes Put Rate Cuts in Focus, Nvidia Hits $4 Trillion Milestone – Reuters
Gains for tech stocks push Nasdaq to another record – bbg
Bitcoin Nears Record High As Big-Tech Leads Stocks Higher Amid Bad Breadth – Zerohedge
S&P 500 rises as Nvidia leads Big Tech rally, Nasdaq closes at a record – cnbc
Tariffs Drive US Clothing Imports From China to 22-Year Low in May – Reuters
FOMC Minutes Show ‘Divided’ Fed Fears Stagflation, Clueless On Actual Tariff Impact – Zerohedge
Exclusive-OpenAI to Release Web Browser in Challenge to Google Chrome – Reuters
Stocks making the biggest moves midday: AES, Nvidia, Bloom Energy, Verona Pharma and more – cnbc
Retail Drives Nvidia To Become World’s First $4 Trillion Market Cap Company – Zerohedge
Nvidia becomes first company to reach $4 trillion market value – yahoofinance
Nvidia hits $4 trillion market cap, first company to do so – cnbc
Global Banks Predicted to Get 10% Trading Revenue Boost on Tariff Turmoil – Reuters
Microsoft Touts $500 Million AI Savings While Slashing Jobs – bbg
Trump sends more letters dictating high tariff rates around the world – cnbc
European Shares Close at Four-Week High on Banks Boost; US Trade Talks in Focus – Reuters
Trump’s tariffs roiled the copper market — here’s what analysts think happens next – yahoofinance
Analysis-Investors Set for First US Earnings Quarter Under Trump Tariff War – Reuters
Copper now costs way more in the U.S. than elsewhere. This could hit its economy hard – cnbc
US PREMARKET
Futures Rise With Trump Tariff Updates, FOMC Minutes On Deck – Zerohedge
Markets are “right” to shrug off recent Trump trade news, Capital Economics says – investing
Odds of an equity drawdown ‘now larger than that of a large rally’: Goldman – investing
NY copper surges on 50% Trump tariff threat – saxo
‘Huge tailwind’ for copper likely to continue as tariff threat looms: strategist – bbg
Analysis-Copper Glut Driven by Tariff Threat to Deflate US Price Bubble – Reuters
Trump’s tariffs on cars, copper, drugs, aluminum could hit harder than other levies – cnbc
Shares of Ray-Ban maker EssilorLuxottica jump 5% on reported Meta stake in AI push – cnbc
European stocks set to open in mixed territory as markets digest Trump tariff comments – cnbc
Asia-Pacific markets trade mixed after Trump rules out tariff deadline extension – cnbc
China’s producer prices fall 3.6% in June, biggest drop in nearly two years as deflation deepens – cnbc
China says it will retaliate on unfavorable deals after Trump warns Asia of higher tariffs – cnbc
Indicator of Chinese Copper Import Demand Jumps 38% After Trump Tariff Announcement – Reuters
Tuesday 07.08
Stock markets shrug off tariff letters after Trump says August 1 tariff deadline ‘not 100% firm’ – business live- guardian
COMEX Copper Hits Record After Trump Says He Will Impose 50% Tariff on Copper Imports – Reuters
UniCredit Gets to 20% Equity Stake in Commerzbank After Derivatives Conversion – Reuters
“Squeezy, Violent Moves” – Hedge Funds Hammered As Momo Meltdown Resumes, Bonds & Bullion Dumped – Zerohedge
Wall St Stocks Edge Lower as Investors Look for Tariff Clarity – Reuters
Wall Street ends mixed amid Trump’s new tariff deadlines – bbg
S&P 500 ends Tuesday little changed as Trump’s tariff policy keeps traders on edge – cnbc
Investors Put ‘Liberation Day’ Lessons to Work, Scarred by Tariff Tumult – Reuters
Stocks making the biggest moves midday: Hershey, Chemours, Fair Isaac, Sunrun & more – cnbc
IBM Rolls Out New Chips and Servers, Aims for Simplified AI – Reuters
European Shares Rise on Energy, Healthcare Boost; Tariff Uncertainty Lingers – Reuters
NY Fed Inflation Expectations Tumble To Pre-Tariff Levels, As Consumer Sentiment Blossoms – Zerohedge
Inflation expectations drift back down to pre-tariff levels, New York Fed survey shows – cnbc
“No Extensions” – Trump Strikes Back Against TACO Talk With Aug. 1 Tariff Deadline – Zerohedge
Fake News Tariffs? – Zerohedge
Futures Rebound As Markets Celebrate TACO Tuesday – Zerohedge
New US tariffs target Asia, but some countries stand to gain – ing
German Exports Fell in May as US Tariffs Frontloading Ends – Reuters
BofA, Goldman Sachs Latest on Wall Street to Lift S&P 500 Index’s Annual Target – Reuters
European markets head for a mixed open as traders digest Trump’s tariffs announcement – cnbc
Asia-Pacific markets trade mixed as investors assess Trump’s steep tariffs – cnbc
Samsung to Buy US Healthcare Services Company Xealth – Reuters
Samsung expects second-quarter profits to more than halve as it struggles to capture AI demand – cnbc
Will Japan’s Rice Price Shock Lead To Government Collapse And Spark A Global Bond Crisis – Zerohedge
BOJ’s Koeda Says She’s Keeping an Eye on Second-Round Effects From Rice Prices – Reuters
Monday 07.07
Business Live – guardian
Trump announces steep tariffs on five more countries starting Aug. 1 – cnbc
Trump announces 25% tariffs on imports from Japan and South Korea, starting Aug. 1 – cnbc
Trump trade letters spark risk-off trade – Newsquawk US Market Wrap
Tariff Tantrum 2.0 Sends Stocks & Bonds Lower; Oil & The Dollar Surge – Zerohedge
Wall St Knocked Lower by Tariff Jitters; Musk’s Political Plan Hits Tesla – Reuters
Dow slides more than 400 points Monday as new Trump tariffs incite sell-off – cnbc
Fed Paper Says Risk of Falling Back to Near Zero Rates Still in Play – Reuters
Stocks making big midday moves: Tesla, Uber, Royal Gold, Stellantis, WNS and more – cnbc
European Share Rise on Tech, Banks Boost With Focus on US Trade Negotiations – Reuters
CoreWeave to acquire Core Scientific in $9 billion all-stock deal – cnbc
Strong franc leaves the Swiss National Bank in a bind – ing
Trump Imposes 25% Tariffs On Japan, South Korea After Failing To Reach Deal – Zerohedge
US PREMARKET
Stocks making the biggest premarket moves: Tesla, Geo Group, Molina Healthcare, SolarEdge Technologies and more – cnbc
Futures Drop Ahead Of July 9 Tariff Deadline – Zerohedge
Wall Street Responds To ‘America Party’; Musk Denies, Calls Party Filing ‘Fake News’ – Zerohedge
Nvidia challenger Groq expands with first European data center – cnbc
Across Europe, the financial sector has pushed up house prices. It’s a political timebomb – guardian
Key Events This Week: FOMC Minutes And Trump Tariff Deadline – Zerohedge
UBS examines how Trump’s sweeping fiscal bill could impact U.S. growth – investing
What Trump’s Big Beautiful Bill Means For Your Wallet – Zerohedge
FX Daily: Preparing for a noisy week on trade – ing
German Industrial Output Rose More Than Expected in May – Reuters
Tariff Time Again: Trump Sends Trade Letters Ahead Of Deadline, Threatens 10% Tariff On BRICS-Aligned Nations – Zerohedge
Trump threatens extra 10% tariff on countries that align with ‘Anti-American’ BRICS policies – cnbc
European markets open mixed amid fresh U.S. tariff threats – cnbc
Asia-Pacific markets mixed after Trump shifts goalposts on tariffs again – cnbc
Samsung Elec Q2 profit likely to drop 39% on weak AI chip sales – investing