Friday 09.27
Business Live – guardian
The U.S. wants to triple nuclear power by 2050. America’s coal communities could provide a pathway – cnbc
Wall Street’s ETF Assets Hit $10 Trillion Milestone – bbg
Luxury Stocks Set for Best Week in Years as China Fuels Revival – bbg
China’s Stimulus Blitz: What We Know So Far and What to Expect – bbg
Gold & Crypto Rip As US Stocks Shrug Off Shanghai Money-Drop – Zerohedge
Dow jumps 100 points to close at a record, major averages extend rally to third week – cnbc
Stocks making the biggest moves midday: Wynn Resorts, Rocket Lab USA, Cassava Sciences and more – cnbc
European Stocks Hit Record High on Rate-Cut Bets, China Stimulus – bbg
Mystery Of Upward GDP Revision Solved: You Are All $500 Billion Richer Now According To A Revised Biden Admin Spreadsheet – Zerohedge
UMich Consumer Sentiment Survey Confuses In September – Zerohedge
US Consumer Sentiment Rises to Five-Month High on Economy Views – bbg
Oil alliance OPEC+ zeroes in on group compliance after postponing output hike – cnbc
BofA Strategist Hartnett Sees International Stocks Among Best China Plays – bbg
Fed’s Favorite Inflation Indicator Hottest Since April, Govt Handouts Continue To Soar – Zerohedge
Fed’s Favored Inflation Gauge, Consumer Spending Barely Rise – bbg
Key Fed inflation gauge at 2.2% in August, lower than expected – cnbc
Futures Flat Ahead Of Core PCE, China Caps Best Week Since 2008 After Firing Stimulus Bazooka – Zerohedge
ECB Says Consumer Inflation Expectations Dipped in August – bbg
Europe Gas Edges Higher as Traders Assess Winter Supply Outlook – bbg
French inflation cools more than expected in September as energy prices, transport costs decline – cnbc
Oil’s Record Bearishness Shows Market Increasingly Run by Algos – bbg
European markets head for higher open as investors weigh global economic outlook – cnbc
Hong Kong stocks set for best week since 1998, China since 2008 on stimulus impact – cnbc
Bets Back on for BOJ Hikes After Ishiba’s LDP Win, Analysts Say – bbg
Yen Soars After Warhawk Ishiba Wins Shock LDP Leadership Vote – Zerohedge
China Investors’ ‘FOMO’ Sets Up Stocks for Best Week Since 2008 – bbg
Yen Drops, Japan’s Stocks Rise as Takaichi Faces Ishiba in Vote – bbg
Japan’s next prime minister could be its first woman leader – bbg
Thursday 09.26
Business Live – guardian
Goldman Strategists Say US Election to Test Optimism in Stocks – bbg
Most Investors Mull Portfolio Changes Ahead of US Election, UBS Survey Shows – Reuters
The Fed slashed interest rates last week, but Treasury yields are rising. What’s going on? – cnbc
Wall St Closes Higher on Positive US Economic Data – Reuters
Big-Tech & Beijing’s Bazooka Spark Surge In Stocks, Gold, & Crypto Ahead Of PCE – Zerohedge
Dow jumps more than 250 points, S&P 500 closes higher to post fresh record – cnbc
Stocks making the biggest moves midday: Micron Technology, Super Micro Computer, Southwest Airlines and more – cnbc
Super Micro Probed by US Following Hindenburg Report, WSJ Says – bbg
European Stocks Close at Record Levels as China Hope Fuels Rally – bbg
Pending Home Sales Limp Off All-Time Record Lows In August – Zerohedge
Electrification-Themed ETFs Are Latest to Join AI ‘Gold Rush’ – bbg
Oil Prices Slide After FT Report On Saudi Production, Russia Denies OPEC+ Shift – Zerohedge
Clean Tech Industry Confronts the Election and Interest Rate Cuts – bbg
US PREMARKET
US Second-Quarter Economic Growth Unrevised; GDI Revised Sharply Higher – Reuters
Final Q2 GDP Beats Estimates On Inventory, Government Boosts; Second Half 2023 Revised Lower – Zerohedge
Low Weekly US Jobless Claims, Robust Corporate Profits Highlight Economy’s Resilience – Reuters
Initial Jobless Claims Drop Back Near Multi-Decade Lows – Zerohedge
Stocks making the biggest moves premarket: Micron Technology, Starbucks, CarMax and more – cnbc
Global Markets Soar, Gold Hits Record After China Vows Fiscal Policy Bonanza, Micron Surges – Zerohedge
Silver Surges to the Highest Since 2012 as Precious Metals Rally – bbg
Schneider Overtakes TotalEnergies as the World Goes Electric – bbg
France’s Bond Yield Surpasses Spain’s for First Time Since 2007 – Reuters
H&M Says It Will Miss Profit Target After Cold June Weather – bbg
H&M shares fall as much as 8% on profit miss and scrapped earnings margin target – cnbc
European stocks set for positive open, spurred on by gains in Asia-Pacific markets – cnbc
Chinese stocks close sharply higher after Beijing affirms stimulus measures; property stocks spike – cnbc
SK Hynix shares jump as company announces mass production of updated AI chip – cnbc
Exclusive-China to Issue $284 Billion of Sovereign Debt This Year to Help Revive Economy, Sources Say – Reuters
China Goes “All Out”As Xi Vows Fiscal Stimulus To Save Private Economy, Stabilize Real Estate And Boost Stock Markets – Zerohedge
Wednesday 09.25
Business Live – guardian
Microsoft to Pay Hefty Price for Three Mile Island Clean Power – bbg
Global Debt Hits Record $312 Trillion, Climate Finance a Challenge, Banking Trade Group Says – Reuters
Meta’s top five announcements at ‘Connect’ event – Reuters
Stocks making the biggest moves after hours: Micron Technology, H.B. Fuller and more – cnbc
Micron Forecasts Upbeat Quarterly Revenue on Memory Chips Demand – Reuters
S&P 500, Dow Close Lower as Investors Await Insights on Fed Rates, Data – Reuters
Stocks, Bonds, Crypto, & Crude Plunge Ahead Of Powell/PCE – Zerohedge
Dow falls nearly 300 points to snap four-day win streak, S&P 500 retreats from record – cnbc
Fed’s Kugler Strongly Supported Half-Percentage-Point Rate Cut – Reuters
Stocks making the biggest moves midday: Flutter Entertainment, Hewlett Packard Enterprise and more – cnbc
Meta Unveils Augmented-Reality Glasses With Orion Prototype – Reuters
Micron’s Results May Reveal an AI Winner Trading at a Discount – bbg
European Stocks Tick Lower as China’s Stimulus Boost Wears Off – bbg
Morgan Stanley’s Jonas Downgrades GM, Ford, Other Autos, On Chinese Supply, Rising Delinquencies – Zerohedge
Ford, GM Shares Fall After Morgan Stanley Analyst Downgrade – Reuters
Despite Tumbling Mortgage Rates, US New Home Sales Dropped In August – Zerohedge
BlackRock Sees AI Driving A 50% Jump In Asian Energy Demand – Zerohedge
BlackRock Sees Growth in Asia Infrastructure to Support AI Boom – bbg
US PREMARKET
Stocks making the biggest moves premarket: KB Home, Hewlett Packard Enterprise, General Motors and more – bbg
Futures Dip From 41st Record High Of 2024 As China Stimulus Euphoria Fades – Zerohedge
OECD Economic Outlook, Interim Report September 2024 – oecd
European markets sober up after getting a Chinese stimulus boost – cnbc
China stocks climb over 2% in broad Asia-Pacific rally after Beijing’s stimulus measures – cnbc
China Reloads Monetary Bazooka With Record Cut To One-Year Policy Rate, But Everyone Waiting For Fiscal Firehose – Zerohedge
Chinese homeowners cheer Beijing’s move to cut mortgage rates by a half point – scmp
Chinese Stocks Extend Gains on Continued Stimulus Optimism – bbg
China central bank cuts medium-term loan rate – Reuters
China to Give Cash Handouts for the Poor in Rare Use of Aid – bbg
Asian Stocks, Yuan Rise as China Rally Broadens: Markets Wrap – bbg
Tuesday 09.24
Business Live – guardian
Meta Stock Bulls Look to ‘Connect’ Event for Next Rally Catalyst – bbg
Goldman Strategists Say Growth Is Key Risk for European Stocks – bbg
China ADRs, Miners, Casino Shares Leap as Beijing Launches Fresh Stimulus Measures – Reuters
Stocks making the biggest moves after hours: KB Home, Rithm Capital and more – cnbc
Treasuries bid and Dollar sinks on woeful US consumer confidence while China announces stimulus – Newsquawk US Market Wrap
S&P 500, Dow Close at New Highs as Mining Stocks Rise on China Stimulus Boost – Reuters
Gold Surges To New Record High On ‘Soft’ Data Slump; Stocks & Bonds Dump’n’Pump – Zerohedge
S&P 500 rises to new record high Tuesday, posts back-to-back gains – cnbc
Goldman Sachs’ Kostin Sees S&P 500 Reaching 6,000 Mark Next Year – bbg
Stocks making the biggest moves midday: Visa, Smartsheet, JD.com and more – cnbc
Visa Falls on Report of US DoJ Lawsuit Alleging Debit-Card Monopoly – Reuters
Red Sea Maritime Chokepoint Disruption To Persist Into 2025, Top Shipping Exec Warns – Zerohedge
Nvidia shares pop as CEO may be done selling shares after hitting preset plan limit – cnbc
European Shares Advance Toward Record on China Stimulus Boost – bbg
Europe’s China-Reliant Sectors Surge as Stimulus Fuels Optimism – bbg
US Consumer Confidence Falls Most in Three Years on Labor Views – bbg
US Consumer Confidence Plunges Most In 3 Years As Labor Market Weakens Significantly – Zerohedge
US Consumer Confidence Sours on Labor Market Jitters – Reuters
September consumer confidence falls the most in three years – cnbc
US East/Gulf Coast Port Strikes Loom As Goldman Provides Congestion Update Ahead Of D-Day – Zerohedge
US PREMARKET
US Home Prices Hit New Record High, But YoY Appreciation Slows Significantly – Zerohedge
Renewable Energy Goal Risks Falling Short Without More Money – bbg
Futures Rise As Beijing Panics: Stimulus Avalanche Sends Chinese Stocks Soaring Most Since Covid – Zerohedge
Maersk Shares Jump as US Port Strike Looms, Boosting Rates – bbg
Navigating The Market Post-Rate-Cut – Zerohedge
German Business Confidence Dips in Latest Recession Warning – bbg
French Assets Risk Fresh Losses From Renewed Political Turmoil – bbg
European markets set for choppy open as growth concerns return – cnbc
Hong Kong stocks surge over 3% as PBOC announces a slew of policy easing measures in rare briefing – cnbc
China Fires A Monetary Bazooka… It Won’t Be Enough – Zerohedge
China’s Measures Show Urgency to Support Stocks, Analysts Say – bbg
Chinese Stocks Rally Most in Seven Months on Stimulus Blitz – bbg
China to Boost Capital at Mega Banks for First Time in a Decade – bbg
China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC – bbg
Property stocks in Hong Kong rally on mortgage stimulus – cnbc
China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks – Zerohedge
China’s Economic Stimulus Plan Lifts Asian Stocks: Markets Wrap – bbg
Monday 09.23
Stocks making the biggest moves after hours: Snowflake, GameStop, Deere and more – cnbc
Stocks and bonds chop to global PMI data – Newsquawk US Market Wrap
Wall St Rises After Fed Policymakers Back Rate Cuts – Reuters
Markets Calm Ahead Of Macro Storm, But… – Zerohedge
S&P 500 rises to fresh record close Monday as traders aim to extend Fed cut relief rally – cnbc
Stocks making the biggest moves midday: Micron, Tesla, Ulta, Intel and more – cnbc
Fed Rate Cut to Revive Investor Interest in Clean Tech, JPMorgan Banker Says – bbg
Morgan Stanley’s Wilson Says Take Profits on Defensive Stocks – bbg
European Shares End Higher as Markets Bet on More ECB Policy Easing – Reuters
European Stocks Inch Toward Record High; Commerzbank Declines – bbg
US Business Activity Steady in September; Price Pressures Pick Up – Reuters
US Manufacturing PMI Plunges To 15-Month Lows; Prices Are Soaring Again – Zerohedge
Growth in US Business Activity Moderates as Prices Accelerate – bbg
“Game-Changer”: Global Mega Banks Prepare Major Support For Nuclear Power – Zerohedge
Futures Rise After Record Gamma Surge As Europe Slides Deeper Into Recession – Zerohedge
Stocks making the biggest moves premarket: Intel, Pinterest, Palantir and more – cnbc
Key Events This Week: Core PCE, GDP, Durables And Fed Speakers Gallore – Zerohedge
European PMIs Plunge After Olympics Hangover Hammers France – Zerohedge
Euro Zone’s Teetering Economy Fuels Bets on Faster ECB Rate Cuts – bbg
Euro Zone Business Activity Unexpectedly Contracts in September, PMI Shows – Reuters
Euro-Zone Private Sector Back in Contraction on Factory Slump – bbg
Europe: Business activity decreases for first time in seven months – pmi
German Business Activity Sinks Deeper Into Contraction, PMI Shows – Reuters
French Market-Bond Risk Jumps as Traders Size Up New Cabinet – bbg
VW Could Cut Up To 30,000 Employees In Germany – Zerohedge
European stocks poised to start the week positively as markets remain buoyed by Fed cut – cnbc
Asia markets mostly higher as investors digest Fed rate cut, policy moves from regional central banks – cnbc
China Launches More Stimulus: PBOC Cuts Rates, Announces Rare Press Conference On Support For Economy – Zerohedge
China Stimulus Hopes Rise as PBOC Cuts Rate, Plans Briefing – bbg
Equities Extend Gains on Chinese Stimulus Hopes: Markets Wrap – bbg
Week Ahead Preview: RBA and SNB Meetings; U.S. PCE Inflation; China Medium-Term Lending Facility Rate; BOJ Minutes; Central Bankers’ Speeches; September PMIs – CB