Weekend 05/26 & 05/27
Top 5 things to watch in markets in the week ahead – investing
Sneaker Maker Golden Goose Is Said to Kick Off Milan IPO Soon – bbg
What History Reveals About Interest Rate Cuts – Zerohedge
52% Of Top US Hedge Funds Own Bitcoin ETFs – Zerohedge
OJ Prices Squeeze Into Blue-Sky Breakout As Food Inflation Fears Soar – Zerohedge
Fed’s Favorite Underlying Inflation Gauge Is Seen Cooling – bbg
The WHO’s Pandemic Treaty And A Bird Flu Crisis Are Both Arriving At The Same Time – Zerohedge
Friday 05/24
Stocks close green after UoM inflation expectations ease – Newsquawk US Market Wrap
Nasdaq closes Friday at record high as Nvidia and the AI trade rallies on – cnbc
First Time Since GFC: Holders Of AAA ‘CRE-Backed’ Debt Hit With Losses – Zerohedge
UMich Sentiment & Inflation Expectations Worsen In May (But Bounce From Flash Prints) – Zerohedge
Nvidia Slashes AI Chip Prices As Huawei Launches China Discount War – Zerohedge
Stocks making the biggest moves premarket: Ross Stores, Intuit, Workday, Guardant Health and more – cnbc
Futures Rebound After Thursday Rout As Rate Cut Expectations Fade – Zerohedge
Goldman looks at European chip stocks after Nvidia’s results – investing
Reality Check Looms For Rosy European Growth Expectations – Zerohedge
China Threatens 25% Car Tariff Against US, EU Moves – Trade Ties To Worsen In Coming Weeks – Zerohedge
SEC Approves Spot Ether ETFs In Major Crypto Victory – Zerohedge
European stocks follow global markets lower as interest rate outlook weighs on sentiment – cnbc
Japan, Hong Kong stocks lead Asia markets lower; investors assess inflation data – cnbc
Indian Stocks Hit Record on Signs Foreigners Ending Bearish View – bbg
Japan’s Inflation Subsides as BOJ Keeps Eye on Weak Yen’s Impact – bbg
China’s $538 Billion Deposit Exodus Supercharges Rally in Bonds – bbg
Asian Stocks Set to Slide as Fed Cuts Delayed: Markets Wrap – bbg
Thursday 05/23
Stocks making the biggest moves after hours: Ross Stores, Intuit, Workday and more – cnbc
Stocks fade NVDA induced upside as yields rise on hot US PMI data – Newsquawk US Market Wrap
Stocks Fall Despite Nvidia Boost as Inflation Concerns Weigh – Reuters
NVDA Tops $2.5 Trillion As Traders Sell Everything Else On ‘Good News’ – Zerohedge
Dow falls 600 points in worst day of 2024 as Nvidia’s blockbuster earnings fail to lift broader market – cnbc
Analysis-Nvidia’s Split of Soaring Stock Could Boost Retail Investor Appeal, Dow Chances – Reuters
Two-Speed Global Economy Vexes G-7 as Inflation Fades Unevenly – bbg
Stocks making the biggest moves midday: Nvidia, Boeing, Live Nation Entertainment and more – cnbc
Boeing Shares Hit Turbulence After CFO Says Q2 Deliveries Will Be Similar To Q1 Amid Regulatory Limbo In China – Zerohedge
Boeing expects a 2024 cash burn, slow recovery of airplane deliveries amid crisis, CFO says – cnbc
Tesla Leaves Out Delivery Goal of 20 Million Vehicles a Year in Latest Report – Reuters
Sudden container crunch sends ocean freight rates soaring, setting off global trade alarm bells – cnbc
Europe’s STOXX 600 Ends Flat as Rate Worries Offset AI Cheer – Reuters
European Stocks Erase Gains as US Data Thwarts Rate-Cut Bets – bbg
JPM Predicts Global AI Data Centers Will Consume 681 Olympic-Sized Pools Of Fresh Water Daily – Zerohedge
US New Home Sales Tumbled In April Amid Further Downward Revisions… – Zerohedge
US Business Activity Expands Most in Two Years, Prices Pick Up – bbg
US Business Activity Quickens in May; Price Pressures Building Up – Reuters
S&P Global Says US Business Activity Is At Its Strongest In Two Years, But… – Zerohedge
The Copper Bull: Speculation Vs. Fundamentals – Zerohedge
US Initial Jobless Claims Refuse To Budge From Near Record Lows – Zerohedge
US Jobless Claims Post Biggest Back-to-Back Drop Since September – bbg
S&P To Open At All-Time High After Blowout Nvidia Earnings Spike Global Markets – Zerohedge
Ralph Lauren Sees Annual Revenue Below Estimates, Names Insider as CFO – Reuters
Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt – bbg
AI-Generated Videos to Drive More Demand for Nvidia Chips, CEO Huang Says – Reuters
JPMorgan CEO Jamie Dimon says U.S. could see a ‘hard landing,’ stagflation will be ‘worst outcome’ – cnbc
Stubborn eurozone wage growth provides hawkish signs for ECB – ing
Euro-Zone Wage Growth Picks Up in Inflation Warning to ECB – bbg
Wall Street Braces for Faster Trade Settlement – Reuters
Euro Zone May Business Growth at Year High, PMI Shows – Reuters
German Business Activity Grows for Second Straight Month in May, PMI Shows – Reuters
Walmart, Target Unleash Price-Cut Tsunami As Working-Poor Hit Brick-Wall – Zerohedge
Copper Extends Decline as Record Prices Deter Buyers in China – bbg
European stocks head for slightly higher open as investors follow UK election news and euro zone data – cnbc
Asia markets are mixed after Fed meeting minutes signal rates may stay higher for longer – cnbc
Hang Seng slips below 19,000 as Hong Kong stocks tripped by patchy earnings, hawkish US Fed – scmp
Japanese Stocks Propped By Record Buybacks – Zerohedge
Asia Chip Gauge Rises to Three-Year High on Strong Nvidia Report – bbg
Lenovo Beats Estimates With AI Helping PC Sales Rebound – bbg
Dollar Firms as US Yields Rise, Nvidia Buoys Tech: Markets Wrap – bbg
Wednesday 05/22
Business Live – guardian
Goldman Sachs CEO Says Fed Unlikely to Cut Rates This Year – Reuters
Goldman’s CEO Solomon Says He Sees ‘Zero’ Rate Cuts This Year – bbg
Nvidia shows no signs of AI slowdown after over 400% increase in data center business – cnbc
Nvidia Explodes Higher After Blowing Away Estimates, Guiding Sharply Higher, Unveils 10:1 Stock Split – Zerohedge
Nvidia Forecast Shatters Estimates as AI Boom Stays Strong – bbg
Nvidia reports a 262% jump in sales, signals continuing AI boom – cnbc
Snowflake Projects Strong Sales Growth With Focus on AI Products – bbg
Markets await NVDA as FOMC Minutes barely makes markets blink – Newsquawk US Market Wrap
Hawkish Fed Minutes Hammer Stocks, Bonds, Gold, & Oil – Zerohedge
Dow closes 200 points lower for worst day in May as Fed reignites inflation worries – cnbc
‘Hawkish’ FOMC Minutes Show ‘Various’ Members Willing To Tighten More, Fear Financial Conditions ‘Too Easy’ – Zerohedge
Federal Reserve minutes indicate worries over lack of progress on inflation – cnbc
Goldman Now Sees US Debt-Cost Ratio Rising Into Danger Zone – bbg
Stocks making the biggest moves midday: Target, Urban Outfitters, Tesla, Shopify and more – cnbc
Carmakers Drive European Stocks to One-Week Low; Tech in Focus – Reuters
European Shares Drop With Focus on Nvidia and Reports of UK Vote – bbg
Existing Home Sales Unexpectedly Tumble As Homebuyer Confidence Hits Record Low – Zerohedge
Futures Drop, Yields Jump On Red-Hot UK Inflation, Nvidia Earnings On Deck – Zerohedge
Stocks making the biggest moves premarket: Target, Lululemon, Shopify and more – cnbc
Temu-Parent PDD Holdings Beats First-Quarter Revenue Estimates – Reuters
Target Shares Tumble After Retailer Reports ‘Caution’ About Weak Consumer – Zerohedge
UK inflation comes in hotter than expected, slashing June rate cut bets – cnbc
European markets head for higher open ahead of UK inflation data – cnbc
Asia-Pacific markets trade mixed as investors parse slew of Japanese data – cnbc
China May Raise Tariffs on Some US, EU Cars, Lobby Group Says – bbg
Chinese EV company Xpeng shares surge 13% after forecasting growth in car deliveries – cnbc
Asia Set for Cautious Open as US Hits Fresh Record: Markets Wrap – bbg
Tuesday 05/21
Biden Drains Entire Northeast Gasoline Reserve In Bid To Lower Gas Prices As He Trails Trump By Double Digits – Zerohedge
Natural Gas to Hit $3 by 2025 on AI Boom, Haynes and Boone Says – bbg
SPX, NDX close at fresh records as AI-darling NVDA awaits – Newsquawk US Market Wrap
Stocks Inch Higher As Fearless Vol-Sellers Continue To Push Ahead Of NVDA/FOMC Mins – Zerohedge
S&P 500, Nasdaq rise on Tuesday to close at fresh records – cnbc
Global Bankers Are Suddenly Worried About The Soaring US National Debt – Zerohedge
Stocks making the biggest moves midday: Peloton, Lam Research, Lowe’s, AstraZeneca and more – cnbc
Eli Lilly’s Diabetes Drug Tirzepatide Gets Approval in China – Reuters
Nvidia is talk of the town at AI events leading into this week’s earnings – cnbc
Explainer-What Are AI PCs? – Reuters
Microsoft Promotes New Tools for Making AI Software – Reuters
Mainstream Finally Gets It… The AI Investment Play Isn’t Tech, It’s Energy – Zerohedge
Global Bonds Rise on New Sign Inflation Is Easing Around World – bbg
Europe’s STOXX 600 Ends Lower as Rate Uncertainty Prevails – Reuters
European Stocks Decline as Investors Eye Nvidia, Rates Outlook – bbg
Fed’s Waller Needs ‘Several More’ Months of Good Inflation to Cut Rates – bbg
Santander Surpasses BNP Paribas as EU’s Largest Listed Lender – bbg
Microsoft Introduces Copilot Assistant to Help Teams Collaborate – bbg
Inflation in Canada Slows to 2.7%, Boosting June Rate Cut Odds – bbg
Wilson Tennis Racket Maker Amer Sports Beats Q1 Estimates on Robust Demand – Reuters
Lowe’s Warns of Margin Pressure in Q2 on Muted Home Improvement Demand – Reuters
Macy’s Profit Beats Estimates as Turnaround Shows Progress – bbg
Xpeng Quarterly Loss Narrows But Outlook Shows Tough Times Ahead – bbg
Futures Flat As Investors Wait For Nvidia Earnings; Ethereum Soars – Zerohedge
German Producer Prices Fall More Than Expected in April – Reuters
European markets head for lower open as positive momentum fades – cnbc
Asia markets mostly fall after tech stocks lift Nasdaq to record highs – cnbc
Chinese Tech Stocks Still Have Valuation Appeal After Rally – bbg
Japanese Insurers Surge on Buybacks, Unwinding of Cross-Holdings – bbg
Australia’s Consumer Confidence Edges Lower on Inflation Fears – bbg
Asian Stocks Look Mixed as Traders Await Nvidia: Markets Wrap – bbg
Monday 05/20
Business Live – guardian
Ether Jumps to Lead Crypto Rally on ETF Approval Speculation – bbg
Wall Street Bets on Stellar Quarterly Results From Nvidia – Reuters
Palo Alto Networks Tumbles After Revenue Forecast Disappoints – bbg
Microsoft Unveils New AI Software, Devices as It Battles Apple, Google – bbg
Microsoft announces new PCs with AI chips from Qualcomm – cnbc
Peloton shares drop after it announces refinancing to stave off cash crunch – cnbc
Palo Alto Networks Tumbles After Revenue Forecast Disappoints – bbg
Tech outperforms amid NVDA tailwinds in thin trade ahead of pivotal risk events – Newsquawk US Market Wrap
Nasdaq Hits Record, S&P Ticks Higher With Nvidia Results Eyed – Reuters
Cryptos Soar On Ether ETF Hope As Downbeat Dimon Sends Gold To Record-er Highs – Zerohedge
Nasdaq closes at a record on Monday as Nvidia shares rise 2% – cnbc
Tesla Shareholder Group Slams Elon Musk’s $56 Billion Pay Package – bbg
Dell Deepens AI Push With New PCs, Nvidia-Powered Servers – Reuters
Stocks making the biggest moves midday: Hims & Hers Health, Norwegian Cruise Line, Target and more – cnbc
Jamie Dimon Is “Cautiously Pessimistic” As QT Uncertainty Supercharged By World War Threats – Zerohedge
JPMorgan Says Banking, Markets Fees to Show Second-Quarter Gains – bbg
Jamie Dimon says JPMorgan stock is too expensive: ‘We’re not going to buy back a lot’ – cnbc
JPMorgan Lifts Full-Year Net Interest Income Guidance Ahead of Investor Day – bbg
European Shares Eke Out Gains Amid Interest Rate Uncertainty – Reuters
European Stocks Hover Near Record Amid Earnings, Rates Optimism – bbg
Futures Rise, Commodities Soar After Iran’s President Dies In Helicopter Crash – Zerohedge
Stocks making the biggest moves premarket: Apple, Nvidia, Li Auto and more – cnbc
Copper’s Record Run at Risk as US Shipments Calm Speculator Frenzy – Reuters
Li Auto Sales Disappoint Amid Tepid Demand for Pure Electric Car – bbg
Norwegian Cruise Jumps on Second Profit Boost in a Month – bbg
Apple Cuts iPhone 15 Prices In China By 20% As Demand Wanes – Zerohedge
Deutsche Bank Lifts S&P 500 Year-End Target to Street-High of 5,500 – Reuters
Morgan Stanley’s Wilson Capitulates on Bearish View of US Stocks – bbg
Wall Street “Still Learning Role Of Uranium In Energy Transition, Suggest Upside In Space” – Zerohedge
Key Events This Quiet Week: Nvidia Earnings, FOMC Minutes, And Tons Of Fed Speakers – Zerohedge
European markets set to start the new trading week on a positive note – cnbc
Asia markets track Wall Street gains; China holds loan prime rates – cnbc
China’s Housing Rescue Is Too Small to End Crisis, Analysts Say – bbg
Li Auto, XPeng Report Earnings as New Round of Price Cuts Take Hold – bbg
Asian Stocks to Rise After US Gains, China Support: Markets Wrap – bbg