Weekend 02/27 & 02/28
How Do Stocks Perform When Yields And Inflation Are Both Rising – Zerohedge
‘This bond market is so radically oversold,’ economist David Rosenberg says – cnbc
Which Companies Are Most At Risk From Surging Yields: Goldman Answers – Zerohedge
A-share market raises record high IPO funds in 2020: NBS – globaltimes
Bitcoin falls 5.84% to $43,418 – Reuters
Rising Rates And/Or Inflation Are Not A Friend Of Tech Stocks – Zerohedge
China’s factory activity expands at a slower pace in February, misses expectations: official PMI – Reuters
These Are The 4 Things That Can Stop The Panic In The Bond Market – Zerohedge
Week ahead: UK Budget, global services PMIs, US non-farm jobs report – yahoofinance
“Begging The Fed For Guidance”: BofA Expects The Fed To Address Markets “As Soon As This Week” – Zerohedge
Despite The Fed, The Bond Market Is Hiking Rates – Zerohedge
“Eventually, The Party Ends” – Buffett Releases Annual Letter, Repurchases Record $25BN In BRK Stock – Zerohedge
House Dems Pass Biden’s $1.9 Trillion COVID Relief Package – Zerohedge
House Democrats pass sweeping $1.9T COVID-19 relief bill with minimum wage hike – thehill
Friday 02/26
Business Live – guardian
Quant Who Called This Week’s Rout Turns Bullish, Says CTAs Are Now Covering TSY Shorts – Zerohedge
Morgan Stanley: “This Was A Historic Vol Shock, But It’s Almost Over”- Zerohedge
Huawei Plans New Electric Car As US Sanctions Crush Cellphone Business – Zerohedge
Huawei USA security chief calls for Biden to ease sanctions: We’ve been significantly hurt – yahoofinance
The Ten “Peaks” Behind BofA’s Call For A Second Half Crash – Zerohedge
For Bonds, This Is Now The Second Worst Bear Market In 40 Years – Zerohedge
Bonds & Bullion Suffer Worst Month In 5 Years As Commodities & Crypto Soar – Zerohedge
Brazil cenbank intervenes in FX as real slide deepens, down 7% this year – Reuters
SEC Suspends Trading In 15 Companies Due To “Questionable Trading And Social Media Activity” – Zerohedge
Tech and financials boost $46.2 billion flows into global equity funds: BofA – Reuters
27% Of All Household Income In The US Now Comes From The Government – Zerohedge
Redlining: US Economy Growing At Fastest Pace On Record, Goldman Finds – Zerohedge
ECB Banker Is First To Openly Call For More QE In Response To Yield Surge – Zerohedge
Coinbase prospectus lacks key trading details for investors who want in on the direct listing – cnbc
The Carnage Continues: ARK Funds See More Than $400 Million In Outflows Thursday – Zerohedge
France says global tax deal in reach after U.S. move – Reuters
U.S. drops ‘safe harbor’ demand, raising hopes for global tax deal – Reuters
Personal income leaps 10% in January thanks to stimulus, but inflation still in check – cnbc
European shares drop as bond rout sparks profit taking – Reuters
Analysis: Global bond rout turns up the heat on central banks – Reuters
Increase equity exposure, suggest global funds amid selling frenzy: Reuters poll – Reuters
BOJ purchases ETFs for the first time this month amid market rout – forexlive
Bond markets left smarting from worst rout in years as reflation goes global – Reuters
U.S. Treasuries’ selloff give European stocks an edge – Reuters
Thursday 02/25
Dow falls 560 points amid surging yields, Nasdaq sheds 3.5% in worst sell-off since October – cnbc
“CTA Selling Of Bonds Has Gotten So Relentless It Looks A Little Unnatural” – Zerohedge
U.S. equity funds attract $14.4 billion in week – Lipper – Reuters
BITCOIN INVENTOR SATOSHI NAKAMOTO’S RETURN COULD DRAMATICALLY AFFECT PRICE OF CRYPTOCURRENCY, COINBASE WARNS – independent
Treasury Yields Explode After Catastrophic, Tailing 7Y Auction – Zerohedge
The bond market is betting on a red hot economy and stocks don’t like it – cnbc
Why stock investors are starting to really worry about rising bond yields – cnbc
SEC Investigating Elon Musk Over Dogecoin Tweets – Zerohedge
Biden’s Corporate Tax Hike Would Cut Jobs, Reduce Wages, Depress Growth: Think Tank – Zerohedge
Stocks making the biggest moves midday: GameStop, Twitter, Best Buy and more – cnbc
Is This Why Nasdaq Is Leading The Plunge? – Zerohedge
Brazil central bank intervenes in spot FX for first time this year, sells $1.5 billion – Reuters
What Happens Next? – Zerohedge
First-Time Jobless-Benefits Seekers Plunge To COVID-Crisis Lows Amid Collapse In CA,OH Claims – Zerohedge
Q4 GDP Revised To 4.1%, Missing Expectations – Zerohedge
US Durable Goods Orders Surge In January To Pre-COVID Highs – Zerohedge
Daimler Trucks says zero-emission vehicles will cost thousands of jobs – Reuters
GME Gamma Squeeze Round 2: Here’s What Happened (& What Happens Next) – Zerohedge
We bought NASDAQ for the yields down logic… – Zerohedge
Is Hyperinflation In The Horizon? – Zerohedge
Barclays lifts 2021 oil price outlook on tighter U.S. supply view – Reuters
World stocks’ dance to continue, but inflation could mute the music: Reuters poll – Reuters
METALS-Copper eyes 10-year high as Fed reaffirms policy support – Reuters
AB InBev forecasts higher 2021 earnings but sees hit to margins – Reuters
EMERGING MARKETS-Asian stocks rise as Powell allays inflation fears, bond markets skeptical – Reuters
Round 2 Of Face-Ripping Short Squeeze Arrives Just As Hedge Funds Pile Into Shorts – Zerohedge
Wednesday 02/24
Business Live – guardian
Hong Kong budget 2021-22: current year’s deficit at record HK$257.6 billion, but lower than previous estimate of HK$300 billion – live
The Top 10 Takeaways From JPMorgan’s Conference Call On Asset Bubbles – Zerohedge
Nvidia beats as revenue grows 61% from a year ago – cnbc
Dow jumps 420 points to a record close in another intraday reversal, recovery plays lead rally – cnbc
GameStop shares soar more than 100% amid executive shuffle – cnbc
Bridgewater Explains When It Will Invest In Bitcoin – Zerohedge
Global Crypto Adoption Crosses 100M Users: Report – benzinga
General Motors says worst of global chip shortage may be behind it – cnbc
On The One Year Anniversary Of The First Big COVID Sell-Off… – Zerohedge
The stock market’s COVID meltdown began a year ago today: Here’s how every major asset has performed since then – Marketwatch
How Ugly Will It Get: CTAs Are The Most Short Treasurys Since 2018… And Getting Shorter – Zerohedge
Biden To Sign Executive Order On Alarming Computer Chip Shortage That’s Thrashed Carmakers – Zerohedge
Biden rushes to address global computer chip shortage via latest executive order – Reuters
Fisker Partners With Foxconn To Build Electric Cars – Zerohedge
Square saw 1 million users buy bitcoin for first time during January’s upswing, CFO says – cnbc
U.S. spillover risks stifling Europe and spurring ECB into action – Reuters
Microstrategy Buys Additional $1 Billion Bitcoins For $52,765 Average Price – Zerohedge
Deutsche Bank upgrades U.S. GDP forecast on stimulus push – Reuters
Analysis: High-flying ARK ETF falters, sparks fear of ripple effect – Reuters
Why Inflation Exploded In The 20th Century – Zerohedge
European markets inch higher as investors digest Fed outlook – cnbc
Strong exports and construction boost German economy in fourth quarter – Reuters
China’s PBOC joins cross-border digital currency project with other central banks – cnbc
Indian central bank has “major concerns” over cryptocurrencies – Governor Das – Reuters
Another Chinese city launches a digital currency test — this time it’s much larger at $6 million – cnbc
Reckitt Benckiser caps 2020 with record sales growth, to sell Scholl – Reuters
Lloyds Bank profits crash 70% due to pandemic but dividend returns – yahoofinance
Explainer: What to expect from China’s annual meeting of parliament – Reuters
EMERGING MARKETS-Stocks hit 3-week lows led by HK shares; S.African budget eyed – Reuters
Hong Kong Market Tumbles After “Shock” Transaction Tax Hike To Pay For Government Handouts – Zerohedge
Hong Kong shares slump most in 9 months on stamp duty hike – Reuters
Hong Kong announces over $15 billion budget to lift economy out of recession – cnbc
Apple Reclaims Top Smartphone Maker, First Time Since 2016 – Zerohedge
Tuesday 02/23
Stocks making the biggest moves after the bell: GameStop, Square, Intuit & more – cnbc
Square buys $170 million worth of bitcoin – cnbc
S&P 500, Dow closes higher in late session turnaround – Reuters
Goldman Prime: Sector Rotation Into Energy Begins With Massive, 6-Sigma Buying – Zerohedge
U.S. manufacturers grapple with steel shortages, soaring prices – Reuters
Treasury Makes History With First Two-Year Note Auction Premium – BloombergQuint
Some Words Of Comfort For Everyone Panicking This Morning – Zerohedge
Collins: Biden’s $1.9 trillion coronavirus package won’t get any GOP votes in Senate – thehill
Sovereign wealth funds pull $16.3 billion from market strategies in fourth quarter – Reuters
David Rosenberg: “We’re Getting Closer To A Breaking Point” – Zerohedge
Analysis: Bubbles, bubbles bound for trouble? – Reuters
Stocks making the biggest moves midday: Tesla, Home Depot, AMC and more – cnbc
Powell says economy still needs Fed support, pushes back on inflation worries – Reuters
Fed Chair Powell Says Digital Dollar Is A ‘High Priority Project’ – forbes
Stonks Are Puking At The Open As Even WallStreetBets Turns Bearish – Zerohedge
Money Stuff: SPAC Investors Don’t Love Lucid – Bloomberg
Lucid Motors’ $62 billion valuation sparks bubble concerns – Reuters
High-profile SPAC craters after announcing plan to merge with electric car company Lucid – cnbc
Lucid Motors SPAC Continues Its Plunge After Deal Announcement – Zerohedge
Inflation Phases: From Deflation Repair To Inflation Despair – Zerohedge
Cryptocurrency firms Tether and Bitfinex agree to pay $18.5 million fine to end New York probe – cnbc
New York bans Bitfinxed and Tether after $18.5m settlement – forexlive
Stocks struggle as tech slide erases commodities surge – Reuters
ECB wants veto power on stablecoins in the euro zone – Reuters
Analysis: U.S. bill rates risk going negative, but stimulus could change the course – Reuters
Asian stocks advance in commodities-inspired rally – Reuters
Monday 02/22
Stock futures rise slightly as Wall Street looks to shake off Big Tech’s slide – cnbc
Stocks making the biggest moves after the bell: Carnival, Palo Alto Networks, RealReal & more – cnbc
Big Tech, Bitcoin, & The Buck Battered As Commodities Crash-Up – Zerohedge
Ten-year Treasury yield catching up to S&P 500 dividend – Reuters
World’s Largest Hedge Fund Manager Warns Emerging Tech Stocks In “Extreme Bubble” – Zerohedge
Stocks making the biggest moves midday: Kohl’s, Royal Caribbean, Discovery and more – cnbc
Bitcoin drops after climbing to all-time high – Reuters
Tesla Unexpectedly Halts Sales Of Standard Range Model Y Without Explanation – Zerohedge
A Frenzy Of Speculative Excess – Zerohedge
Oil prices to reach $72 by summer: Goldman Sachs – FOXBUSINESS
Yellen Sets The Stage For Higher Corporate Taxes, Yield Curve Control And A Digital Dollar – Zerohedge
Enovix to go public via $1.13 billion SPAC deal – Reuters
Coming Soon To Coinbase: Earn 7.5% Interest On Your Ethereum – Zerohedge
Fed’s Rate Hikes Storm Back Into The Spotlight As Scorching Economy Overheats – Zerohedge
Bitcoin tanks 10% after Elon Musk says prices seem high – cnbc
Bond Yields Tumble As Central Bank Jawboning Begins – Zerohedge
Shares turn cautious as bond yields, commodities surge – Reuters
Rabo: Markets Are Starting To Be Concerned The Magic Spell Might Be Breaking – Zerohedge
China blue-chips slump most in nearly 7 months on valuation, policy tightening concerns – Reuters
Key Events This Busy Week: Powell, Stimulus And More Inflation Cues – Zerohedge
Pandemic caused $220 billion of global dividend cuts in 2020, research says – cnbc
US Electricity Markets 101: All You Need To Know How Electricity Prices Are Set In The US – Zerohedge
#earnings for the week https://t.co/lObOE0dgsr $NVDA $SQ $MRNA $PLUG $CRM $DKNG $HD $DPZ $OSTK $JMIA $RKT $CLF $ETSY $OXY $TDOC $M $BIGC $RCL $BBY $BYND $LOW $MGI $W $MRO $MGNI $SPCE $VALE $CRON $FLR $LI $NLS $PANW $CROX $NKLA $UPWK $MDT $DSX $DISH $FSLR $DDD $HZNP $OKE $IVR pic.twitter.com/UngYWtcqNw
— Earnings Whispers (@eWhispers) February 20, 2021