Weekend 08/17 & 08/18
Top 5 things to watch in markets in the week ahead – investing
Here’s how a week’s worth of huge economic news will affect the Fed’s decision-making – cnbc
Fed Chair Powell Steps Into the Spotlight at Jackson Hole – bbg
Friday 08/16
Business Live – guardian
Watch: Harris Unveils Plan To Fix Last 4 Years Of Economic Destruction – Zerohedge
Money-Market Fund Assets Hit Record Highs, Banks See Large Deposit Outflows As Stocks Crashed – Zerohedge
Bonds chop to geopolitics, soft housing data and dovish Goolsbee – Newsquawk US Market Wrap
Gold Soars To Record High, Dollar Dumps As Kamala Unveils ‘Populist’ Economic Plan – Zerohedge
Wall St Wraps up Best Week of the Year as Recession Fears Fade – Reuters
Stocks close higher Friday as market comeback lifts S&P 500 to best week of 2024 – cnbc
European Stocks Post Biggest Week Since May on Growth Optimism – bbg
Europe’s STOXX 600 Clocks Best Week in 3 Months on Rate Optimism – Reuters
US Consumer Sentiment Rises in August; Inflation Expectations Steady – Reuters
Housing Starts & Building Permits Plunged To COVID Lows In July – Zerohedge
Futures Rally Fizzles As Dollar, Yields And Oil Slump – Zerohedge
Stocks making the biggest moves premarket: H&R Block, Applied Materials, Microchip, JD.com and more – cnbc
European CDC raises mpox risk alert level – Reuters
FX Daily: Holding patterns – ing
Mpox vaccine maker Bavarian Nordic seeks ‘critical’ EU approval for teens after WHO declares health emergency – cnbc
UK Retail Sales Bounce Back After Discounts Drive Spending – bbg
“It’s Communism”: Kamala’s First Economic Plan Proposes Price Controls To “Combat Inflation” – Zerohedge
Bayer Shares Soar After Roundup Weedkiller Legal Victory In Philadelphia Court – Zerohedge
Bayer shares soar 12% after key U.S. legal win against Roundup cancer claims – cnbc
Europe stocks higher to round off winning week; Sterling gains after slew of UK data – cnbc
Japan Powers Asian Stocks to Best Week in a Year: Markets Wrap – bbg
Thursday 08/15
Stocks making the biggest moves after hours: Applied Materials, Autodesk, Coherent, H&R Block and more – cnbc
Applied Materials Forecasts Quarterly Revenue Above Estimates on AI-Led Demand – Reuters
Stocks rally as deluge of data eases some US economic concerns – Newsquawk US Market Wrap
Stocks Soar, Bonds & Bitcoin Battered On ‘Fake’ Data As VIX Plunges At Record Pace – Zerohedge
Stocks close higher, S&P 500, Nasdaq notch six-day winning streak as comeback rally gains steam – cnbc
Stocks making the biggest moves midday: Walmart, Nike, Dell, Tapestry and more – cnbc
Nike Shares Jump as Ackman’s Return Sparks Turnaround Hopes – Reuters
Health stocks jump as WHO declares mpox global health emergency – cnbc
European Stocks Gain for a Third Day on Economy, Rates Optimism – bbg
Goldman Buyback Desk Flooded With Record Orders During Stock Swoon – bbg
US Industrial Production Declines by Most Since January on Beryl – bbg
Autos, Hurricane Beryl Weigh on US Manufacturing Output in July – Reuters
Stocks making the biggest moves premarket: Ulta Beauty, Walmart, Cisco Systems and more – CNBC
Deere Beats Profit Targets as Strong Pricing, Cost Cuts Counter Slow Demand – Reuters
US Retail Sales “Beat” Thanks To Yet Another Massive Downward Revision – Zerohedge
US Retail Sales Beat Forecasts, Defying Calls of Weaker Consumer – bbg
US Retail Sales Rise More Than Expected in July – Reuters
Consumer spending jumped in July as retail sales were up 1%, much better than expected – CNBC
Futures Rise Ahead Of Data Deluge Including Key Retail Sales Report – Zerohedge
Alibaba shares dip 4% in premarket after earnings miss expectations despite cloud acceleration – cnbc
Walmart Beats Earnings, Lifts Outlook As Consumers Trade Down To Big Box Retailer – Zerohedge
Walmart lifts full-year outlook on bargain-hunting shoppers – bbg
Walmart beats estimates, raises outlook as it sees stable consumer health – cnbc
Virus Detection, Medical Stocks Jump Worldwide on Mpox Concerns – bbg
European markets set to open higher as investors digest cooler-than-expected inflation data – cnbc
Asia-Pacific markets rise as Japan’s GDP growth beats expectations; China reports mixed economic data – cnbc
China’s Economy Fails to Pick Up After Worst Stretch in Five Quarters – bbg
China’s Home Price Slump Eases After Government Rescue Efforts – bbg
PBOC Delays One-Year Loan Operation Date Amid Policy Overhaul – bbg
Wednesday 08/14
Business Live – guardian
Here Are the Key Takeaways From the US CPI Report for July – bbg
Euro Nears Year’s High on Bet Fed Will Cut Rates Faster Than ECB – bbg
Berkshire Reveals Stakes in Ulta Beauty, Heico as It Retreats From Apple – Reuters
Cisco cutting 7% of workforce, reports earnings and revenue beat for quarter – cnbc
Stocks mixed on inline CPI ahead of Retail Sales and Jobless Claims data – Newsquawk US Market Wrap
S&P 500 Ends Up, Win Streak at 5; Nasdaq Ekes Out Gain Even as Alphabet Weighs – Reuters
Bullion, Bitcoin, & Black Gold Battered But Sanguine CPI Slams Leaves Stocks & Bonds Confused – Zerohedge
S&P 500 closes higher for fifth straight day as easing inflation bolsters rate cut hopes – cnbc
WHO declares mpox a global public health emergency for second time in two years – Reuters
Stocks making the biggest moves midday: Brinker International, Victoria’s Secret, Flutter Entertainment and more – cnbc
European Stocks Gain as US Inflation Fuels Fed Rate Cut Bets – bbg
Core Consumer Prices Hit New Record High – Up For 50th Straight Month – Zerohedge
Core US Inflation Eases a Fourth Month, Sealing Fed Rate Cut – bbg
US Annual Consumer Price Increase Slows to Below 3% as Inflation Ebbs – Reuters
Consumer prices rose 0.2% in July, in line with expectations – cnbc
Stocks making the biggest moves premarket: Kellanova, Alphabet, Flutter and more – cnbc
Futures Flat In Cautious Trade Ahead Of CPI As Gold Nears Record High – Zerohedge
Chinese tech giant Tencent’s quarterly profit jumps 82% as key gaming unit accelerates – cnbc
UK inflation rose to 2.2% in July, after two months at the Bank of England’s 2% target – cnbc
Vestas Signals Jump in Wind Turbine Orders After Profit Warning – bbg
EON Boosts Power-Grid Spending as Europe Electrifies – bbg
UBS smashes second quarter profit expectations as Credit Suisse consolidation boosts revenue – cnbc
UBS Profit Beats Estimates in Boost to Ermotti’s Buyback Plans – bbg
Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts – cnbc
RWE’s First-Half Earnings Drop After Decline in Power Prices – bbg
Thyssenkrupp’s New Orders, Sales Fall on Industry Slowdown – bbg
Europe markets open higher; UK inflation rises less than expected – cnbc
Asia-Pacific markets mostly gain as RBNZ cuts cash rate; Japan’s Prime Minister Kishida to step down – cnbc
Chinese tech giant Tencent’s quarterly profit jumps 82% as key gaming unit accelerates – cnbc
Reserve Bank of New Zealand cuts cash rate by 25 basis points, lowers rate forecasts – cnbc
China’s Loan Drop Stokes Fears of ‘Balance Sheet’ Recession – bbg
Stocks Rise Ahead of US CPI Data; Pound Weakens: Markets Wrap – bbg
Tuesday 08/13
Stocks making the biggest moves after hours: Alphabet, Flutter, Nu Holdings and more – cnbc
Stocks and Bonds bid while Dollar sold after cooler-than-expected US PPI – Newsquawk US Market Wrap
Dollar Dumped To 4-Mo Lows, Bitcoin & Big-Caps Pumped Ahead Of CPI Tsunami – Zerohedge
Nasdaq closes up 2%, Dow adds 400 points as tame inflation data fuels market comeback – cnbc
Stocks making the biggest moves midday: Starbucks, Chipotle, Home Depot, Tencent and more – cnbc
New Starbucks ‘Dream’ CEO Swings $30 Billion in Market Value – bbg
Google Unveils New Phones and Other Gadgets Powered by AI – Reuters
Why Wall Street thinks Brian Niccol is the person to revive Starbucks — and end the Howard Schultz era – cnbc
AI PCs Made up 14% of Quarterly Personal Computer Shipments, Canalys Says – Reuters
Morgan Stanley’s Wilson Sees Few Signs of Bear Market in Stocks – bbg
Carlsberg Lifts 2024 Growth Outlook, Q2 Sales Lag Forecasts – Reuters
European Stocks Rise as Investors Assess US Inflation Data – bbg
Stocks making the biggest moves premarket: Home Depot, Starbucks, Hormel Foods, Chipotle and more – cnbc
Producer Price Inflation Slows As Services Costs Slump – Zerohedge
US Producer Inflation Slows as Pricing Power Diminishes – Reuters
US Producer Prices Rise Less Than Forecast, Dragged by Services – bbg
Wholesale inflation measure rose 0.1% in July, less than expected – cnbc
Futures Trim Gains After Dismal Outlook From Home Depot – Zerohedge
Home Depot Slashes Sales, Profit Outlook As Higher Rates “Pressure Demand” – Zerohedge
Home Depot expects sales to weaken as consumers grow more cautious – cnbc
American Stock Ownership Back At All-Time Highs – Zerohedge
Stock Dump Sparked by Yen Spike Will Drag On, Says Goldman Sachs Strategist – Reuters
Tech Stocks at Significant Risk of Selloff, Citi’s Montagu Says – bbg
Another Green Energy Company Declares Bankruptcy, Thank Biden’s Tariffs – Zerohedge
German Investor Morale Tumbles in August – Reuters
German Investor Confidence Plunges to Lowest Since January – bbg
Spain’s EU-Harmonised 12-Month Inflation Falls to 2.9% in July – Reuters
The big ‘carry trade’ unwind is far from over, strategists warn – cnbc
German Wage Gains at Decade High Raise Hopes for Economy – bbg
European stocks set for positive open; U.S., UK inflation data in focus this week – cnbc
Nikkei rises more than 2% as Japan stocks lead gains in mixed Asia-Pacific markets – cnbc
China’s Bank Loan Gauge Contracts for First Time in 19 Years – bbg
MSCI Trims China’s Index Presence by Removing Dozens of Stocks – bbg
Chinese Stock Trading Plummets in New Sign of Waning Confidence – bbg
Covid-Linked Stocks Back in Play as Asia Sees Surge in Cases – bbg
Asian Stocks Fully Recover From Last Week’s Plunge: Markets Wrap – bbg
Monday 08/12
Small caps tumble but tech gains, while bonds and oil rise on geopols – Newsquawk US Market Wrap
Gold, Oil, & Bonds Soar As Stocks Swing Wildly To Unch Ahead Of Big Data Week – Zerohedge
S&P 500, Nasdaq eke out small gains to hold last week’s momentum ahead of key inflation data – cnbc
Shrinking Cash Cushions May Pinch US Consumer Spending, SF Fed Report Says – Reuters
If recent volatility is portending recession, equity markets mispriced: Berman – bbg
America’s ‘Mini OPEC’: Major US Refiners Slash Capacity Amid Global Glut Fears – Zerohedge
Morgan Stanley says unclear growth signals to cap stock gains – bbg
Stocks making the biggest moves midday: JetBlue, Hawaiian Electric, KeyCorp, Monday.com and more – cnbc
Israel Shekel Stumbles on Iran, Hezbollah Attack Concerns – Reuters
Oil Advances on Potential Iran Reprisal as Equities Edge Higher – bbg
European Stocks Tread Water as Cautious Traders Wait for Data – bbg
US Consumer Medium-Term Inflation Expectations Drop – Reuters
Medium-Term Inflation Expectations Tumble In NY Fed Survey As Spending Growth Pessimism Rises – Zerohedge
U.S. sends more forces and military hardware to the Middle East in anticipation of Iranian attack on Israel – cnbc
Futures Gain As Yen Resumes Slide, Oil Jumps – Zerohedge
Stocks making the biggest premarket moves: KeyCorp, Starbucks, JetBlue, Eli Lilly and more – cnbc
Why the Strait of Hormuz Is a Focus of Worry Again – bbg
Key Events This Busy Week: CPI, PPI, Retail Sales – Zerohedge
Investors slash equity exposure by the most since Covid pandemic – bbg
Vestas Shares Drop After Profit Warning as Costs Rise – bbg
Goldman’s Trading Desk Sees Brief Window to Buy Dip in Stocks – bbg
OPEC Trims Oil Demand Forecast Ahead of Decision on Supply Boost – bbg
Big Tech, health-care and high-yield stocks are dip-buying targets – bbg
Carry-Trade Blowup Haunts Markets Rattled by Rapid Unwind – bbg
European markets are set to rally at the open, with U.S. inflation data in focus this week – cnbc
Asia-Pacific markets rise after volatile week; India inflation and industrial data in focus – cnbc
Chinese Brokers Curb Bond Trading Amid Warnings on Rally – bbg
Foreign Investors Pull Record Amount of Money From China – bbg
Alibaba, Tencent to Provide Snapshot of China’s Economic Landscape – bbg
Stocks Climb Ahead of Busy Week for Economic Data: Markets Wrap – bbg
Top 5 things to watch in markets in the week ahead – investing
Small US Inflation Pickup Won’t Derail a Fed Rate Cut in September – bbg
Traders Bet on Wild Swings With CPI Print Set to Test the Market – bbg
Earnings Growth in US Finally Showing Up Outside Tech Megacaps – bbg
Markets just had the most volatile week since the pandemic outbreak — What we learned – cnbc