Thursday 10.17
Netflix Stock Jumps After Beating Across The Board, Adding 5 Million New Subs – Zerohedge
Netflix Beats Earnings Targets With 5 Million New Customers – Reuters
Netflix third-quarter subscribers barely beat estimates as ad-tier members jump 35% – cnbc
Hot US data boosts yields and buoys the buck – 21:20 Market Analysis Newsquawk US Market Wrap
Dow, S&P Flirt With Record Highs as Chip Stocks and Retail Data Support – Reuters
Gold Hits New Record High; Dollar & Bond Yields Soar On ‘Good’-Data, ‘Trump-Trade’ – Zerohedge
Dow closes at fresh record, Nasdaq ends higher as chipmakers rally – cnbc
Unexpected Surge in US Power Demand Draws Comparison to WWII Era – bbg
Stocks making the biggest moves midday: Nvidia, Travelers, Blackstone, Uber and more – cnbc
Nuclear industry seeing ‘unprecedented’ instances of customers driving demand amid AI enthusiasm: executive chairman – bbg
European Shares Close Higher After ECB Lowers Interest Rates – Reuters
European Shares Extend Gains as ECB Cuts Rates; Nestle Advances – bbg
US PREMARKET
US Manufacturing Output Plunged In September – Zerohedge
US Industrial Production Declines on Strike, Hurricane Effects – bbg
Retail Sales ‘Reality Check’: This Was The Biggest Positive September Seasonal-Adjustment Ever! – Zerohedge
Strong Discretionary Spending Buoys US Retail Sales in September – Reuters
US Retail Sales Showcase Resilience of Economy’s Growth Engine – Reuters
Initial Jobless Claims Drop As Storm Impact Fades – Zerohedge
ECB Cuts Rates As Expected With Disinflation “Well On Track”. Keeps Guidance Unchanged – Zerohedge
ECB Cuts Rates for Third Time to Prop Up Weakening Economy – bbg
ECB cuts rates again as growth concerns take over – ing
European Central Bank lowers key rate to 3.25% in third cut this year – cnbc
French Budget Packs Bigger Tax Punch Than First Meets the Eye – Reuters
Stocks making the biggest moves premarket: Elevance Health, Taiwan Semiconductor, Expedia, Lucid and more – cnbc
Futures Jump After Blowout TSMC Earnings And Ahead Of ECB Rate Cut – Zerohedge
Euro-Zone Inflation Revised Down for September, Backing ECB Cut – bbg
Bitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory – cnbc
Nestle Flags Shopper Uncertainty Around US Election – Reuters
Alcoa Shares Jump as Surging Alumina Prices Boost Profit – bbg
Nokia Joins Ericsson in Seeing Signs of Recovery After Mixed Results – Reuters
Nordea Raises 2024 Outlook and Unveils More Share Buybacks – bbg
European markets head for mixed open ahead of ECB rate decision – cnbc
China property stocks drop 7% after housing ministry briefing; broader Asia markets mostly up – cnbc
Chinese Stock Gains Fizzle as Briefing Lacks Major Stimulus – bbg
Chinese Stocks Tumble After Latest Round Of Property Stimulus Is A Dud – Zerohedge
TSMC Beats Forecasts On ‘Insane’ AI Demand – Zerohedge
TSMC’s Profit Beats Estimates During an AI Chip Boom – bbg
TSMC third-quarter profit beats expectations as AI boom drives 54% hike – cnbc
Europe Futures in Tight Range, China Rally Fizzles: Markets Wrap – bbg
Wednesday 10.16
Business Live – guardian
Goldman’s Trading Desk Sees S&P 500 Reaching 6,270 by Year-End – bbg
“Probably Worse Than It Looks”: IMF Sounds Alarm Over Government Spending – Zerohedge
AI, Cloud Funding in US, Europe and Israel to Hit $79 Billion in 2024, Accel Says – Reuters
Stocks making the biggest moves after hours: Lucid, Discover Financial, PPG Industries, Kinder Morgan and more – cnbc
Stocks rise with earnings season underway ahead of US Retail Sales – Newsquawk US Market Wrap
Wall St Advances as Investors Favor Small Caps Over Big Tech; Banks Rally – Reuters
Gold, Bitcoin, & The Dollar Surge Ahead Of Retail Sales; Markets “Very Convinced” Of Trump Victory – Zerohedge
Dow climbs 300 points to another record close on Wednesday: Live updates – cnbc
Gold Nears Fresh Record With Focus on US Election and Fed Rates – bbg
Stocks making the biggest moves midday: United Airlines, Morgan Stanley, ASML, Prologis and more – cnbc
Ulta Beauty shares fall as company sees ‘headwinds’ in beauty industry – cnbc
S&P 500 could face sharp decline in 2025: chief equity strategist – bbg
Amazon To Invest More Than $500 Million In Small Modular Nuclear Reactors To Power AWS – Zerohedge
Amazon goes nuclear, to invest more than $500 million to develop small modular reactors – cnbc
European Tech, Luxury Stocks Tumble as ASML, LVMH Results Disappoint – Reuters
European Stocks Fall as LVMH Sales Drop Adds to ASML Order Gloom – bbg
Israel’s Iran Attack Plan ‘Ready’ & Will Happen Before US Election: Officials – Zerohedge
Trump-backed crypto coin misses $300 million sales target, raises less than $12 million – cnbc
US PREMARKET
Analysis-Europe Inc Set to Clear Lower Earnings Bar; Wait-And-See on China Stimulus – Reuters
Morgan Stanley Shares Soar Most in Four Years on Trading – bbg
Morgan Stanley Profit Exceeds Forecasts on Dealmaking Surge; Shares Jump to Record – Reuters
Morgan Stanley tops estimates on better-than-expected wealth management, trading and banking results – cnbc
Futures Flat Near All Time High As ASML Sends Global Shockwaves – Zerohedge
UK inflation falls sharply to 1.7%, below Bank of England’s target for first time in over three years – cnbc
SAP Dethrones ASML as Europe’s Most Valuable Technology Firm – bbg
ASML’s Lowered Forecast Suggests Factory Overcapacity, Not Chip Doom – Reuters
LVMH Sales Miss Is “Clear Negative” For Luxury, Sparking “Global Growth Concerns” – Zerohedge
IEA Sees “Sizeable Surplus” In Oil Market As Demand Growth Slows – Zerohedge
European stocks set to open lower as global markets see declines – cnbc
Japan’s Nikkei leads declines in Asia-Pacific markets after Wall Street falls – cnbc
Chinese Property Stocks Jump Before Housing Press Conference – bbg
India’s Record 11-Month Stock Rally Is at Risk as Profits Cool – bbg
Asian Stocks Slip as Tech Drags, China Fluctuates: Markets Wrap – bbg
Tuesday 10.15
Business Live – guardian
Israel Weighs US Warnings Against Striking Iran Energy Sites – bbg
Biden Admin Mulls Export Cap On AI Chips To Some Countries – Zerohedge
United Airlines plans $1.5 billion share buyback, forecasts fourth-quarter earnings above estimates – cnbc
Crude Crashes, Tech Tumbles; But Bonds, Bullion, & Bitcoin Bid – Zerohedge
Wall Street Indexes End Lower as Chip, Oil Stocks Drop – Reuters
Dow closes 300 points lower, retreating from record; Nvidia drags down Nasdaq – cnbc
Stocks making the biggest moves midday: ASML, UnitedHealth, Walgreens Boots Alliance and more – cnbc
Morgan Stanley’s Wilson Says Strong Dollar Threatens Stock Rally – bbg
Dollar Rises as Trump Vows More Tariffs to Support US Growth – bbg
Adidas Raises 2024 Guidance Again, Citing Good Brand Momentum – Reuters
LVMH Sales Fall 3% as China Demand for Luxury Goods Worsens – Reuters
European Stocks Drop as ASML Cuts Guidance, Energy Stocks Fall – bbg
Chip company ASML shares plunge 16% after warning of weaker China sales in early release – cnbc
S&P’s Furious Rally Has Wall Street in Mad Dash to Lift Outlooks – bbg
“Insane Demand”? ASML Pukes After Dismal Third Quarter Results, Forecast Slashed – Zerohedge
Stagflation Odds Jump In Latest NY Fed Survey As Inflation Expectations Rise, Delinquency Fears Hit 4 Year High – Zerohedge
US PREMARKET
Empire Fed Manufacturing Crashes From 30-Month High To 5-Month Low… – Zerohedge
Stocks making the biggest moves premarket: Goldman Sachs, Bank of America, Walgreens and more – cnbc
Futures Flat At All Time High As Oil Tumbles, Bank Earnings Shine – Zerohedge
Wall Street Banks Boosted by Deal Fees as Fed Rate Cuts, Buoyant Markets Stoke Confidence – Reuters
Citigroup Profit Beats Estimates on Investment Banking Surge – Reuters
Goldman Q3 Profit Jumps 45% On Surge In Equity-Trading Revenue As Earnings Beat Across The Board – Zerohedge
Bank of America Trading Results Beat As Net Interest Yield Hits Cycle Lows, Charge-Offs Unexpectedly Hit 11 Year High – Zerohedge
BofA Investment Bankers, Traders Help Earnings Top Estimates – Reuters
Bank of America tops estimates on better-than-expected trading revenue – cnbc
UnitedHealth Sinks on Rare Miss as 2025 Outlook Disappoints – bbg
Cancer Drug Sales Lift J&J Past Wall Street Expectations – Reuters
Euro Zone Economy Shows Some Signs of Growth – Reuters
German Investor Confidence Increases for First Time Since June – bbg
Europe’s Bank Bailout Era Draws to End With States Selling – bbg
Dutch to Cut ABN Amro Stake Further as Exits Gather Pace – bbg
Ericsson shares jump 7% on third-quarter beat, growth in North America sales – cnbc
European markets set for positive open, tracking Wall Street higher – cnbc
Japan’s Nikkei hits 3-month high as Chinese markets continue to fluctuate – cnbc
Chinese Stocks Slide, Intensifying Debate Over Market’s Outlook – bbg
China Banks Mull Cutting Deposit Rates as Early as This Week – bbg
Monday 10.14
Bitcoin & Big-Tech Rip On China QE Hope; Cash Bonds Closed – Zerohedge
S&P 500, Dow Notch Fresh Record Highs With Earnings, Economic Data in Focus – Reuters
Dow adds 200 points for first close above 43,000; S&P 500 hits another all-time high – cnbc
Google Agrees To Buy Nuclear Power From Small Modular Reactors To Be Built By Kairos Power – Zerohedge
Google inks deal with nuclear company as data center power demand surges – cnbc
Nvidia Rides Fierce Blackwell Demand Toward Stock Record Again – bbg
Stocks making the biggest moves midday: SoFi, Caterpillar, SiriusXM, Boeing and more – cnbc
Italy Targets €4 Billion From Firms Via Tax Rates, Deductions – bbg
European Stocks Rise After Report About China’s Fiscal Stimulus – bbg
CEOs and Analysts Are at Odds About S&P 500’s Earnings Outlook – bbg
Bitcoin Climbs With Harris Pledging Regulatory Framework Support – bbg
US PREMARKET
US Futures Rise On Columbus Day In Push For 46th Record High Of 2024 – Zerohedge
Stocks making the biggest moves premarket: Flutter Entertainment, Boeing, SiriusXM, Caterpillar and more – cnbc
Gambling Stocks Slide After Report UK Considering Tax Hikes – bbg
Key Events This Week: Retail Sales, ECB, Fed Speakers And Earnings Galore – Zerohedge
OPEC Cuts Global Oil Demand Growth Forecasts for Third Consecutive Month – bbg
Crude oil prices fall nearly 2% after OPEC cuts demand forecast again – cnbc
Nobel economics prize for 2024 awarded to Daron Acemoglu, Simon Johnson and James Robinson – cnbc
Germany in Recession and 2024 to Show No Growth, Survey Says – bbg
European markets set to start the new trading week on a somber note – cnbc
China stocks volatile as investors assess Beijing’s weekend stimulus pledges – cnbc
China ETFs Draw Billions as Investors Look to Fiscal Stimulus – bbg
Chinese Stocks Climb as Traders See Hope in Beijing’s Promises – bbg
Chinese Stocks Extend Gains After Overcoming Early Volatility – bbg
Can China’s Latest Stimulus Measures Fix Its Economy? – bbg
Goldman Sachs Upgrades China Growth Forecasts on Latest Stimulus – bbg
China’s exports and imports grew far less than expected in September – cnbc
Chinese Stocks Gain in Volatile Trade, Oil Falls: Markets Wrap – bbg