TOP MARKETS NEWS: Week 12/29 – 01/04

Weekend 01.03 & 01.04

Can Trump unlock Venezuela’s vast oil reserves? – investing
Trump: U.S. to run Venezuela after Maduro capture, open to ground troops – investing
TD Cowen flags 10 key U.S. policy risks for 2026 – investing
BofA unveils its top 10 U.S. ideas for Q1 2026 – investing

 

Friday 01.02

Business Live – guardian

Stocks mixed in first trading session of 2026 – Newsquawk US Market Wrap – Zerohedge
Dow Closes Higher on First Day of 2026, Still No Santa Claus Rally – Reuters
S&P 500 closes higher on first trading day of 2026 as chip stocks offer small boost to the market – cnbc
SpaceX stock debut is the big market event of 2026. Why Musk’s venture could be biggest IPO ever – cnbc
Stocks making the biggest moves midday: Vertiv, Baidu, Warby Parker, RH & more – cnbc
U.S. Equity Funds Close 2025 on a Strong Note – Reuters
Global Equity Funds See Strong Inflows in Final Week of 2025 – Reuters
Tesla Q4 Deliveries Fall 16% As Investors Pivot Toward Robotaxi, Optimus – Zerohedge
Tesla reports 418,227 deliveries for the fourth quarter, down 16% – cnbc
European Shares Start 2026 at Record Highs; Tech, Defence Provide Lift – Reuters
US Manfacturing Survey Signals “Wile E Coyote” Scenario – Zerohedge

Futures Blast Off On First Day Of 2026 With Europe, Asia At Records – Zerohedge
TD Cowen flags 10 key policy risks for 2026 – investing
Stocks making the biggest moves premarket: Baidu, Wayfair, Tesla, Taiwan Semiconductor & more – cnbc
Euro Zone Manufacturing Slips Deeper Into Contraction at Year-End, PMI Shows – Reuters
German Manufacturing Sector Ends 2025 in Deepening Downturn, PMI Shows – Reuters
Bernstein lifts targets on memory stocks amid record price upcycle – investing
Germany’s Economic Collapse: 2025 In Review And What Lies Ahead – Zerohedge
Britain’s FTSE 100 hits symbolic 10,000 mark for the first time as new year trading kicks off – cnbc

South Korea’s Kospi hits record high as region trades mixed at the start of 2026 – cnbc
BofA lifts India 2026 GDP growth forecast to 7.6% on consumption – investing

 

 

Thursday 01.01

Global stock markets’ winners and losers of 2025 — and where they’re headed – cnbc
Breaking down Citi’s 2026 outlook for S&P 500 – investing

 

Wednesday 12.31

Business Live – guardian

S&P 500 closes lower Wednesday, but wraps 2025 with a 16% gain- cnbc
Stocks making the biggest moves midday: Nike, Corcept Therapeutics, Taiwan Semiconductor & more – cnbc

Initial Jobless Claims End 2025 Near Record Lows – Zerohedge
Futures Flat On Last Tradinng Day Of 2025, Silver Slides – Zerohedge
Space and defense boom lifted these satellite stocks by more than 200% in 2025 – cnbc
Europe’s banks have had a stellar year. Now they face one big question in 2026 – cnbc
European markets open mixed on last trading day of 2025; Defense stocks rise – cnbc

Asia-Pacific markets fall in year-end trade; investors parse China manufacturing data – cnbc
China manufacturing activity expands for the first time since March, beating expectations – cnbc
China to restrict silver exports, echoing rare earths playbook – cnbc


Tuesday 12.30

Business Live – guardian

S&P 500, Nasdaq End Slightly Down in Holiday-Thin Trade, Meta Gains on Deal – Reuters
S&P 500 posts third consecutive losing day as year-end approaches – cnbc
FOMC Minutes Confirm ‘Most’ Fed Officials Expect More Rate-Cuts, Divisions Remain – Zerohedge
Fed minutes show officials were in tight split over December rate cut – cnbc
Everyone’s A Lender Now: Shadow Banking USA – Zerohedge
Stocks making the biggest moves midday: Molina Healthcare, Intel, AXT, OceanFirst Financial & more – cnbc
Europe Stocks Hit Another Record Close as Banks, Miners Lead – Reuters
We asked a humanoid robot if there is an AI bubble. Here’s what it said – cnbc

“Stark Reversal” From Pandemic: US Home Price Growth Slowest Since Q2 2023 – Zerohedge
Stocks making the biggest moves premarket: Applied Digital, Meta Platforms, Boeing & more – cnbc
Futures Flat, Precious Metals Rebound On Last Full Trading Session Of 2025 – Zerohedge
European markets set to open flat to higher as 2025 draws to a close – cnbc

Asia-Pacific markets mostly fall on penultimate day of the year – cnbc


Monday 12.29

Business Live – guardian

S&P 500 closes lower Monday as investors sell tech names into year-end – cnbc
Stocks making the biggest moves midday: Nvidia, Ultragenyx Pharmaceutical, Newmont, DigitalBridge & more – cnbc

Stocks making the biggest moves premarket: DigitalBridge, Praxis Precision Medicines, Coupang & more – cnbc
Futures Drop As Silver Slides From Record – Zerohedge
European defense stocks slide amid Ukraine peace talks; Leonardo falls 4%, Rheinmetall slips 2% – cnbc

Asia-Pacific markets trade mixed in final week of 2025 – cnbc

Week Ahead: FOMC, Riksbank and BOJ Minutes; Spanish CPI; Chinese PMIs – CB