Thursday 08/10
CPI Rebounds In July; Fed’s Favorite Inflation Indicator Remains ‘Sticky’ – Zerohedge
Futures Rise, Dollar Slides Ahead Of “Dovish” CPI Report – Zerohedge
The Commodities Feed: Supply risks from Australia push European gas prices higher – ing
LVMH Leads $22 Billion Luxury Rally as China Eases Travel Curbs – bbg
Alibaba’s Sales Beat Estimates in First Step of Comeback Effort – Reuters
Alibaba reports solid earnings beat, revenue up 14% year-on-year – cnbc
Allianz Profit Jumps as Insurance Outshines Asset Management – bbg
Siemens Sees Weakening Demand Trends as Q3 Misses Forecasts – Reuters
Siemens Profit Weighed Down by China Decline, Wind-Turbine Loss – bbg
Siemens sees weakening demand trends as third-quarter misses forecasts – cnbc
Thyssenkrupp Targets Upper End of Operating Profit Outlook – Reuters
European markets climb on strong earnings ahead of key U.S. inflation print – cnbc
Marketmind: No Respite From China Woes – Reuters
Asia markets mixed ahead of U.S. inflation data – cnbc
Marketmind: China Deflation, U.S. Inflation – Both Dent Sentiment – Reuters
Wednesday 08/09
Business Live – guardian
Italian bank stocks rebound as government waters down windfall tax – cnbc
Stocks making the biggest moves after hours: Disney, Wynn Resorts, AppLovin and more – cnbc
Disney Streaming Subs Miss, As Company Surprises With Huge Price Hike, Slashes CapEx Outlook – Zerohedge
Disney posts mixed results for quarter plagued by streaming woes, restructuring costs – cnbc
Stocks sold and Tsy curve flattens on the eve of US CPI – Newsquawk US Market Wrap
Big-Tech, Banks, Bitcoin, & Bullion Breakdown Ahead Of CPI; Bonds Bid – Zerohedge
Stocks making the biggest moves midday: Roblox, Penn Entertainment, Upstart and more – cnbc
The Collapse Of The EV SPACs: Another One Goes Bankrupt, Others On The Verge – Zerohedge
Stocks making the biggest moves premarket: Penn Gaming, Lyft, WeWork and more – cnbc
European NatGas Prices Explode 40% Higher – Zerohedge
Roblox shares drop after company misses estimates on top and bottom line – cnbc
Futures Rise On Hope China’s Deflation Will Lead To More Policy Easing – Zerohedge
Italy Trims Bank Windfall Tax After $10 Billion Value Wiped Out – bbg
ABN Amro Drops as Buyback Delay Offsets Profit Beat – bbg
ABN Amro profit jumps on higher rates, may miss 2024 cost targets – cnbc
Travel Giant TUI Returns to Summer Profit as Demand Surges – bbg
Continental Cuts Sales Forecast as Tire Market Softens in Europe – bbg
European Stocks Jump as Banks Rebound After Italy-Fueled Rout – bbg
European markets climb with inflation, Italian banks in focus – cnbc
China stocks fall as consumer prices drop for the first time in more than 2 years – cnbc
Chinese Deflation Another Worrying Signal for Commodities Demand – bbg
China Deflation Provides Limited Relief for Global Central Banks – bbg
China Slides Into Deflation as Consumer, Producer Prices Decline – bbg
China Slides Into Deflation, Despite Jump In Core Print And Unexpected Rebound In Sequential CPI – Zerohedge
China’s consumer prices fall for the first time in 2 years, as fears of deflation grow – cnbc
Record China Data Revision May Make Export Picture Look Better – bbg
Asian Stock Futures Inch Lower Before China CPI: Markets Wrap – bbg
Tuesday 08/08
Italy hits banks with windfall tax, sending shares sliding; China’s trade slumps – business live – guardian
Italian Bank Shares Plunge After Populist Government Introduces Windfall Tax – Zerohedge
Moody’s cuts ratings of 10 U.S. banks and puts some big names on downgrade watch – cnbc
Stocks making the biggest moves after hours: Penn Entertainment, Super Micro Computer, Rivian and more – cnbc
Rivian raises 2023 EV production guidance, posts narrower-than-expected quarterly loss – cnbc
Stocks and yields slide while Dollar rises on a slew of global risk off catalysts – Newsquawk US Market Wrap
Dow sheds more than 150 points as Moody’s bank downgrade rekindles market selloff – cnbc
PayPal Revisited – Zerohedge
PayPal is trying to drag its 435 million users into the $120 billion stablecoin market — here’s why – cnbc
Bank Stocks Slide After Moody’s Cuts Ratings On ‘Triple Whammy’ Of Factors – Zerohedge
Stocks making the biggest moves premarket: UPS, Lucid, Beyond Meat, Novo Nordisk and more – cnbc
UPS Lowers Full-Year Outlook, Blames Union Disruptions For Sliding Package Volume – Zerohedge
Futures And Yields Slide, Global Markets Tumble As Mood Sours After Trifecta Of Dismal News – Zerohedge
Eurozone consumers anticipate lower inflation but weaker spending power – ECB survey – forexlive
Italy hits banks with surprise windfall tax – FT
Italian Bank Shares Plunge After Populist Government Introduces Windfall Tax – Zerohedge
Novo Nordisk shares pop after key trial data shows Wegovy cuts risk of heart attack or stroke by 20% – cnbc
Bayer Lowers Revenue Forecasts for Crops and Drugs Units – bbg
Oil’s Hottest Trade Gathers Momentum as Key Spread Goes Negative – bbg
Moody’s cuts U.S. banks on mounting funding costs, office exposure – fp
European markets set for cautious open ahead of key inflation prints – cnbc
ASIA NEWS
Asia markets mixed as China trade tumbles more than expected – cnbc
China Stocks in Hong Kong Drop During Growing Economic Strains – bbg
China Deflation Threat Grows as Companies Cut Prices to Survive – bbg
China reports double-digit plunge in July exports and imports, missing expectations – cnbc
Japan Wage Growth Slows, Backing BOJ Ultra-Easy Policy Case – bbg
Asian Shares Look Mixed After US Equities Rebound: Markets Wrap – bbg
Monday 08/07
Business Live – guardian
As PayPal joins the fray, the stablecoin wars draw ever closer – FORTUNE
Stocks making the biggest moves after hours: Chegg, Beyond Meat, Paramount Global, Celanese and more – cnbc
Palantir Raises Profit Forecast, Sets $1 Billion Buyback – bbg
Paramount Sales Beat Forecast After Growth in Online Division – bbg
Palantir reports 13% revenue growth, issues guidance that tops estimates – cnbc
Beyond Meat Falls After Outlook Casts Doubt on Profit Target – bbg
Lucid misses revenue expectations after EV deliveries disappoint – cnbc
Wall St Ends Higher, Regaining Ground as US Inflation Report Nears – Reuters
Stocks recover and Treasuries steepen in summer doldrums – Newsquawk US Market Wrap
Stocks Up, Gold Down As Yield Curve Steepens Further – Zerohedge
Dow jumps more than 400 points, S&P 500 and Nasdaq snap four-day losing streaks as stocks rebound – cnbc
Consumers Finally Crack: Shocking Drop In June Credit Card Debt Marks End Of Spending Binge – Zerohedge
Analysis-Will AI Be an Economic Blessing or Curse? History Offers Clues – Reuters
Stocks making the biggest moves midday: Tesla, Berkshire Hathaway, PayPal, Cinemark and more – cnbc
Goldman, JPMorgan Say Buy Treasuries After Last Week’s Selloff – bbg
Berkshire Rallies to Record High After Earnings Beat Estimates – bbg
PayPal Becomes First Major Fintech to Launch Dollar-Backed Stablecoin – Reuters
PayPal Launches PYUSD – USD-Backed Stablecoin For Payments – Zerohedge
PayPal launches first dollar-backed stablecoin from a major U.S. financial institution – cnbc
European Stocks Muted After Slump as Traders Await US Inflation – bbg
Stocks making the biggest moves premarket: Sovos Brands, BioNTech, Tyson Foods and more – cnbc
BioNTech Drops on Covid Shot Maker’s First Loss Since 2020 – bbg
Tyson Foods Plunges As Earnings Fall Short Amid Waning Meat Demand – Zerohedge
Futures Rebound As Global Yields Resume Grind Higher – Zerohedge
If Nvidia Is a Proxy for the AI Bubble, It’s Nearing Its Peak, Morgan Stanley Says – bbg
Siemens Energy Reviews Wind Business on Seeing €4.5 Billion Loss – bbg
Morgan Stanley Warns of Hit to Equity Valuation if US Fiscal Spending Is Cut – Reuters
Morgan Stanley’s Wilson Says Fiscal Tightening a Risk for Stocks – bbg
Recession Worries Have Investors Buying Treasuries, Doubting Stocks – bbg
Travel Earnings Show Consumers Still Splurge on Foreign Trips – bbg
European stocks mixed ahead of inflation data and final earnings – cnbc
Marketmind: Caution the Watchword for Inflation Tests – Reuters
Asia markets largely fall as investors look ahead to China inflation data – cnbc
Shares of China’s second largest chip foundry Hua Hong jump 13% in Shanghai debut – cnbc
Does Japan’s higher rate cap materially hurt Treasuries? – ing
Asian Equities Set to Fall After US Rally Reverses: Markets Wrap – bbg
Aramco, Siemens Energy, Novo Nordisk Top European Earnings to Watch Next Week – bbg
Key Events This Week: Inflation In The Spotlight As Earnings Season Winds Down – Zerohedge