Weekend 04/02 & 04/03
China has found a new variant of COVID-19 – forexlive
“A Paradigm Shift Western Media Hasn’t Grasped Yet” – Russian Ruble Relaunched, Linked To Gold & Commodities – Zerohedge
German Retailers To Increase Food Prices By 20-50% On Monday – Zerohedge
No recession — but a growth slowdown due to Russia-Ukraine war, EU economics chief says – cnbc
Tesla delivers 310,048 electric vehicles in the first quarter – cnbc
Markets will be looking for clues from the Fed ahead, as historically strong month gets underway – cnbc
ANALYSTS LOWER EPS ESTIMATES FOR Q122 BUT RAISE EPS ESTIMATES FOR CY22 – factset
INDUSTRY ANALYSTS STILL PREDICT THE S&P 500 PRICE WILL CLOSE ABOVE 5,000 IN THE NEXT 12 MONTHS – factset
Friday 04/01
Banks Battered & Trannies Trounced Amid Yield Curve & Commodity Carnage – Zerohedge
Dow climbs more than 100 points as Wall Street begins second quarter on a positive note – cnbc
U.S.-listed Chinese stocks jump after China reportedly considers sharing company audits – cnbc
2s10s Inverts, Stocks Sink After Unemployment Rate Tumbles, Earnings Jump – Zerohedge
Yield Curve Inverts Dramatically As Goldman Sees Recession Risks Soaring – Zerohedge
The Yield Curve Inverts: What Happens Next – Zerohedge
ISM Manufacturing Unexpectedly Slumps To Lowest In 18 Months, Prices Paid Spikes – Zerohedge
March Payrolls Miss: Fewest Jobs Added Since September, But Wages Come In Hot – Zerohedge
Economy added 431,000 jobs in March despite worries over slowing economy – cnbc
Stocks making the biggest moves premarket: GameStop, Apple, BlackBerry and more – cnbc
Eurozone Headline Inflation Surges To Record 7.5% On Energy Price Explosion – livesquawk
Bleak Friday: UK prices are rising from 1 April, from energy bills to TV – guardian
Futures Grind Higher To Start New Quarter With All Eyes On Payrolls – Zerohedge
More UK firms expect to raise prices than at any time since 1980s – guardian
Rates Spark: Payrolls day – ing
European stocks advance to start second quarter; Russia-Ukraine in focus – cnbc
Chinese tech stocks drop in mixed Asia session; data shows contraction in Chinese manufacturing activity – cnbc
China’s Caixin Manufacturing PMI drops to 48.1 in March, quickest decline since February 2020
CN: RRR cut seen on the horizon – CHINADAILY
Thursday 03/31
Ukraine Update: Kyiv Says Talks May Restart Friday; Oil Tumbles – yahoofinance
Explainer: How the US’s strategic petroleum reserve works – aj
Global Bonds Suffer Worst Drawdown Ever As Massive March ‘Squeeze’ Rescues Stocks From Rout – Zerohedge
Dow drops 500 points to end worst quarter for stocks in 2 years – cnbc
Goldman Confirms Biden’s SPR Release Plan Does Nothing To Resolve Structural Supply Deficit, OPEC+ Sticks To Output Plan – Zerohedge
JPMorgan Admits Central Banks Need A Recession “To Cure Inflation” – Zerohedge
Stocks making the biggest moves midday: Walgreens, AMD, Dell and more – cnbc
Biggest Housing Affordability Shock In History Incoming – Zerohedge
U.S. to release 1 million barrels of oil per day from reserves to help cut gas prices – cnbc
European stocks log first losing quarter in two years as Russia-Ukraine war rattles sentiment – cnbc
Europe’s workers face bigger squeeze from real wage cuts – ft
2-year Treasury yield tops 10-year rate, a ‘yield curve’ inversion that could signal a recession – cnbc
There’s nothing normal about the global economy – ING
Fed’s Favorite Inflation Indicator Surges To 40 Year High In Feb As Real Spending Shrinks – Zerohedge
The Fed’s preferred inflation gauge rose 5.4% in March, the highest since 1983 – cnbc
The Ruble Regains 100% Of Its Loss After Russia Invaded Ukraine, Why? – Zerohedge
ECB Must Be Ready to Move Policy Either Direction, Lane Says – bloombergquint
Inflation soars in France – ing
Euro, $ jumps vs Norwegian crown after central bank says to buy foreign currency – FXEMPIRE
European stocks set for biggest quarterly drop since 2020 – Reuters
MORNING BID-A quarter for the ages – Reuters
European stocks head for higher open after a tumultuous month for markets – cnbc
Oil falls more than 4% in mixed Asia-Pacific session; data shows contraction in China manufacturing activity – cnbc
Biden planning to tap oil reserve to control gas prices – cnbc
China’s manufacturing, services activity contracted in March amid coronavirus resurgence – SCMP
Wednesday 03/30
Germany declares ‘early warning’ for supply emergency as it prepares shift away from Russian gas – live – guardian
Stocks Tumble After Reports Russia Ready For “Final Stage” Of Donbas Liberation – Zerohedge
Bonds, Bullion, & Black Gold Bid As Putin Sparks Stock Skid, Dollar Dump – Zerohedge
Dow drops to snap four-day winning streak, Nasdaq falls more than 1% – cnbc
Final Q4 GDP Estimate Below Expectations On Weak Consumption As All Attention Turns To Looming Recession – Zerohedge
Stocks making the biggest moves midday: Robinhood, Chewy, RH, Lululemon and more – cnbc
Green Dot, PayPal & Square Shares Slide As Apple Plans To Bring Financial Services ‘In House’ – Zerohedge
Yen At Risk Of “Explosive” Downward Spiral With Kuroda Trapped… And Why China May Soon Devalue – Zerohedge
Pimco Says Curve Inversion May Be Unreliable Recession Signal – bloombergquint
Peter Schiff: How Long Before The Fed Has To Turn Japanese? – Zerohedge
“Put On Your Seatbelts”: BlackRock CEO Warns Over ‘Scarcity Inflation’ – Zerohedge
ADP Shows “Broad-Based” Job Gains In March, Services Jobs Soaring – Zerohedge
Futures Slide, Oil Rises As Ukraine War De-escalation Optimism Fizzles – Zerohedge
Recession warning from Germany’s top economic advisors as Putin’s gas deadline nears – cnbc
German inflation surges in March – ing
Germany Is Getting A Distinct Feeling Of Deja Vu About Its Exploding Inflation – Zerohedge
BoE Gov Warns Of “Historic Shock” To Real Incomes As Stagflation Slams British Economy – Zerohedge
European markets pull back amid doubts over latest Russian pledges over Ukraine – cnbc
Weaker Yen Becoming A Double-Edged Sword For Japanese Stocks – Zerohedge
China stocks lead gains in Asia; shares of Evergrande’s electric car unit plunge more than 10% – cnbc
Tuesday 03/29
Business Live – guardian
Ukraine’s Military Says Russia Now Partially Withdrawn From Kiev; Pentagon Calls It Deceptive “Repositioning” – Zerohedge
Stocks making the biggest moves after hours: Micron, Lululemon, RH and more – CNBC
‘Russia-Reversal’ Report Routs Oil & Gold, Bonds Signal Recession Inevitable – Zerohedge
Dow rises more than 300 points, Nasdaq jumps 1.8% as Wall Street builds on winning streak – cnbc
Fed Finally Admits That COVID Stimulus Is Responsible For Hottest Inflation In A Generation – Zerohedge
One Bank Spots Powerful Selloff Trigger Hidden Within Historic Market Divergence – Zerohedge
Stocks making the biggest moves midday: GameStop, Uber, Nielsen Holdings and more – cnbc
“Hard Landing Virtually Inevitable” – Countdown To Recession Begins As 2s10s Curve Inverts – Zerohedge
Inflation Expectations Hit Record Highs As Conference Board Survey ‘Hope’ Crashes To 8-Year-Lows – Zerohedge
Futures, Yields Rise On Ceasefire Hopes As Ukraine-Russia Talks Resume – Zerohedge
Here Is What Wall Street Thinks Will Happen To Bond Yields Next – Zerohedge
Barclays Holder Offers $1 Billion Block at Discount Up to 8% – bloombergquint
European markets head for higher open ahead of Ukraine-Russia talks – cnbc
Asia-Pacific stocks mostly rise; Japan warns against rapid yen weakening as it hovers near 6-year low – cnbc
Tesla production paused at Shanghai due to COVID-19 lockdown – report – carexpert
Monday 03/28
Oil, Gold, Yen, & Yield-Curve Slapped Lower; Ruble & Crypto ‘Rock’et Higher – Zerohedge
S&P 500 rises on Monday to extend two-week comeback, Nasdaq adds 1% on tech rally – cnbc
Stocks Jump, Gold & Oil Dump On Report Russia Abandons “De-Nazification” Demands In Peace Talks – Zerohedge
Reporters Hammer Biden Over Russian ‘Regime Change’ Comment At Budget Press Briefing – Zerohedge
Get ready for $900 billion of stock purchases this year, says Goldman Sachs. Here’s who’s buying – Marketwatch
Barclays Reveals $600 Million Mystery Loss On VXX-Linked Notes, Delays Buyback, Shares Tumble – Zerohedge
Bitcoin finally turns positive for the year – fortune
Stocks making the biggest moves midday: Tesla, Coinbase, AMC Entertainment, Beyond Meat and more – cnbc
Tesla wants to split its stock so it can pay a stock dividend; shares gain – cnbc
Oil Slides As Shanghai COVID Lockdown, Global Slowdown Spark Demand Fears – Zerohedge
Stocks making the biggest moves in the premarket: Tesla, Beyond Meat, Coinbase and more – cnbc
Futures Reverse Overnight Losses As More Curves Invert, Yen Plummets To 7 Year Low – Zerohedge
European markets climb as investors follow Ukraine developments – cnbc
“The Move Is A Big Deal” – Yen Tumbles After BOJ Intervenes To Cap JGB Yields Amid Global Selloff – Zerohedge
Chinese Stocks Slump, Yuan Weakens On Shanghai Lockdown News – Zerohedge
China is shutting down Shanghai in two phases to control Covid – cnbc
(Don’t Fear) The Yield Curve, Reprise – fed
US companies buy back shares in record volumes – ft
This Week in Earnings 21Q4 | Mar. 25 – refinitiv