Weekend 11.23 & 11.24
Top 5 things to watch in markets in the week ahead – investing
Data centers powering artificial intelligence could use more electricity than entire cities – cnbc
Trump Taps COVID-Contrarian, Staunch Public Health Critic Makary For FDA – Zerohedge
Europe Is Already Facing Its Next Energy Crisis – bbg
Charting the Global Economy: Prospects Dim for European Economy – BBG
US Treasury Pick Bessent ‘Is a Fiscal Hawk’: Wall Street Reacts – bbg
Gamblers Are Sinking Billions Into a Leveraged Market Fringe – bbg
Friday 11.22
Business Live – guardian
Top 10 S&P 500 stock winners since Election Day – cnbc
BofA Watches Tech for Signs Investors Are Souring on US Stocks – bbg
Northvolt Crisis May Be Make or Break for Europe’s EV Battery Ambitions – Reuters
Money-Market Fund Assets Tumble Most In 5 Months After Trump Win; Loan Volumes Surge – Zerohedge
Small caps lead while Dollar hits two-year high as European data disappoints – Newsquawk US Market Wrap
Wall Street Closes Higher After Business Activity Data – Reuters
Bitcoin, Gold, & Stocks Surge On Week As ‘Good’ Data Wrecks Rate-Cut Hopes – Zerohedge
Dow rises more than 400 points for record close, Wall Street posts weekly gain – cnbc
Gold just topped $2,700 an ounce, but here’s why that price could double over the next half decade – bbg
3 Nvidia customers have each spent $10 billion on chips this year – QZ
Booming MicroStrategy ETFs Are Straining Limits at Prime Brokers – bbg
STOXX 600 Jumps Over 1% to One-Week High on Real-Estate Boost – Reuters
UMich Inflation Expectations Jump To 16-Year-High, Democrats’ Confidence Crushed – Zerohedge
US Consumer Sentiment Ticks Up, Shows Post-Election Partisan Flip – Reuters
US Consumer Sentiment Rises Less Than Forecast After Election – bbg
Trump ‘Hope’ Sends US Services PMI Soaring To 32-Month High – Zerohedge
US Business Activity Expands Most Since 2022 as Confidence Builds – bbg
Stocks making the biggest moves premarket: Gap, NetApp, Intuit and more – cnbc
Equity Futures Drop As Bitcoin Trades Above $99,000 – Zerohedge
Dismal EZ PMIs hit risk sentiment, with Bonds bid and EUR at lows – Newsquawk US Market Open
Are Retail Investors Behind The Bitcoin Price Surge? – Zerohedge
Euro Falls to Lowest Since 2022 as Bets on ECB Rate Cuts Surge – bbg
Deutsche Bank expects an ‘extended’ pause from Fed after a December rate cut – investing
US LNG Exports To Europe Set To Surge As European Gas Prices Soar – Zerohedge
Euro Zone Business Activity Falls Sharply in November, Survey Shows – Reuters
Euro-Zone Private Sector Unexpectedly Slips Into Contraction – bbg
German Private Sector Slides Deeper Into Contraction on Services – bbg
French Private-Sector Shrinks at Fastest Pace Since January – bbg
Euro slumps to two-year low after weak PMI data; Europe stocks rise – cnbc
Asia markets mostly rise while China stocks falter; investors assess Japan inflation, Singapore GDP data – cnbc
Chinese Stocks Slump on Tech Earnings, Geopolitical Tensions – bbg
Japan’s October headline inflation rate falls, but economists still see BOJ rate hike on the table – cnbc
Thursday 11.21
Business Live – guardian
Ukraine Becoming ‘Global War’ After Western Long-Range Weapons Used Against Russia: Putin – Zerohedge
US Natural Gas Drillers to Lift 2025 Output, Reversing Year of Cuts – Reuters
Germany Faces High Corporate Default Risk in 2025, Bundesbank Says – Reuters
Gap Raises Annual Sales Target Betting on Steady Holiday Demand – Reuters
Stocks and bonds chop to geopolitics – Newsquawk US Market Wrap
Wall Street Closes Higher as Dow, S&P Hit One-Week Tops – Reuters
Mega-Caps Mullered As Bitcoin, Bullion, & ‘Big Shorts’ Burst Higher – Zerohedge
Dow closes more than 450 points higher as investors snap up stocks tied to the economy – cnbc
US Bitcoin ETF Assets Break Above $100 Billion – Zerohedge
Stocks making the biggest moves midday: Netflix, Alphabet, Nvidia, BJ’s Wholesale Club and more – cnbc
Nvidia’s Forecast Magic Fades as Analysts Catch Up to Reality – bbg
Citron Research says MicroStrategy is ‘overheated’ – investing
STOXX 600 Snaps Four-Day Losing Streak on Energy, Tech Boost – Reuters
US Weekly Jobless Claims at Seven-Month Low; Home Resales Rebound in October – Reuters
Stocks making the biggest moves premarket: Snowflake, Nvidia, BJ’s Wholesale and more – cnbc
Deere Shares Surge on Optimism Farm Gloom Will Lift in 2025 – bbg
Alphabet shares slide 6% following DOJ push for Google to divest Chrome – cnbc
Baidu posts 3% drop in third-quarter revenues, beating market expectations – cnbc
Seeking a Tariff Haven? The UK Stock Market Might Be Just That – bbg
European stocks inch higher amid subdued market sentiment; JD Sports slumps 12% on profit warning – cnbc
Asian chip stocks slump as Nvidia’s slowing revenue growth worries investors – cnbc
Wednesday 11.20
Business Live – guardian
Trump tariffs to push down U.S. growth ‘a great deal’ going into 2026, Morgan Stanley warns – cnbc
Ukraine Fires UK Cruise Missiles at Russia for First Time – bbg
Snowflake shares pop 19% on earnings and revenue beat – cnbc
Nvidia Drops After Revenue Forecast Disappoints Exuberant Expectations – Zerohedge
Nvidia Forecast Fails to Meet the Loftiest Estimates for AI Star – bbg
Nvidia nearly doubles revenue on strong AI demand – cnbc
Stocks and bonds chop to geopolitics ahead of NVDA earnings – Newsquawk US Market Wrap
Missiles, Michelle, & Missed Targets Spark Stock Dump’n’Pump; Bitcoin & Gold Jump – Zerohedge
S&P 500 closes little changed ahead of Nvidia’s big earnings report – cnbc
Wall St Slips as Russia-Ukraine Tensions Escalate Ahead of Nvidia Earnings – Reuters
Stocks making the biggest moves midday: Target, Nvidia, AppLovin, Williams-Sonoma and more – cnbc
AI Boom Turns Power Firms Into Biggest US Hybrid Capital Engine – bbg
PIMCO Bullish on Stocks on US Soft Landing Hopes, Cautious on Inflation – Reuters
Pimco Sees Boon for Risky Assets as Stock and Bond Moves Diverge – bbg
Europe’s STOXX 600 Flat in Volatile Trading; Real Estate Weighs – Reuters
European Stocks Erase Gains Amid Renewed Ukraine War Concerns – bbg
US PREMARKET
Futures Rise Ahead Of Nvidia After Putin Says Open To Ceasefire Talks With Trump – Zerohedge
ECB’s Stournaras Sees 2% Inflation Goal Reached at Start of 2025 – bbg
Ford to cut 14% of European jobs, blaming EV shift and rising competition – cnbc
Target Shares Crash On Profit Miss, Downgraded Outlook, & Market Share Loss As Walmart Reigns Supreme – Zerohedge
Target shares plunge 20% after discounter cuts forecast, posts biggest earnings miss in two years – cnbc
Delta forecasts more sales growth in 2025 thanks to high-end demand, ‘resilient economy’ – cnbc
European Central Bank warns rising trade tensions increased risks to financial stability – cnbc
Euro Zone Negotiated Pay Growth Accelerates in Q3, Adding to Rate Cut Caution – Reuters
Euro-Zone Wage Growth Surges in Test for ECB Rate Cuts – bbg
Tesla Chair Sold $35 Million of Stock Amid Post-Election Surge – bbg
Star EM Stock Picker Gets US-Like Returns by Ditching Benchmark – bbg
UK inflation surges above Bank of England’s 2% target, curbing December rate cut expectations – cnbc
European markets head for higher open as traders assess simmering geopolitical tensions – cnbc
Tuesday 11.19
Business Live – guardian
Ukraine’s ATACMS Strike On Russia Comes After Putin Lowers Threshold For Nukes – Zerohedge
US Electric Vehicle Demand Seen Plunging 27% Without Tax Credit – bbg
Initial risk-off sentiment reverses after Russia/Ukraine tensions intensify, with stocks green & Dollar flat – Newsquawk US Market Wrap
S&P 500, Nasdaq End up With Nvidia; Walmart Jumps After Forecast – Reuters
Bonds, Bitcoin, & Bullion Bid As Markets Mull Moscow, Mullahs, Musk, & Macro – Zerohedge
Nasdaq jumps 1% as Wall Street looks past Russia-Ukraine tensions, Nvidia shares surge – cnbc
Stocks making the biggest moves midday: Walmart, Lowe’s, Intuit, Kraft Heinz and more – cnbc
European Stocks Sink as Investors Flock to Safety Amid Geopolitical Jitters – Reuters
European Stocks Hit August Low on Russia-Ukraine War Worries bbg
US Housing Starts & Building Permits Slump Back Near COVID Lockdown Levels – Zerohedge
Bitcoin ETF Options Will Lower Volatility, Galaxy’s Thorn Says – bbg
US Futures, Global Markets Slide, Dollar And Yields Jump On Ukraine War Escalation – Zerohedge
Walmart Beats, Lifts Outlook For 3rd Time As Increasingly More Wealthy Americans Trade Down To Big Box Retailer – Zerohedge
Walmart hikes its outlook again as shoppers spend more outside the grocery aisles – cnbc
Lowe’s beats on earnings and hikes guidance, but still expects sales to fall this year – cnbc
XPeng Forecasts Upbeat Fourth Quarter Revenue as New Launches Improve Demand – Reuters
European Assets Set up for Rebound, but Euro Could Hit Parity First, Amundi Says – bbg
Germany’s Thyssenkrupp pops 8% after narrowing net loss and booking $1 billion impairment charge – cnbc
Nestle to Cut Costs by $2.8 Billion, Boost Marketing Under CEO Freixe – Reuters
Trump’s Win Piles on the Pain for European Investors – bbg
European markets open higher as traders focus on data, earnings – cnbc
Monday 11.18
Business Live – guardian
Russia warns U.S. is adding fuel to fire with long-range missile decision – cnbc
Morgan Stanley Raises Base Case 2025 Yr-End S&P 500 Target to 6,500 – bbg
Goldman Sachs’ Kostin Sees S&P 500 Reaching 6,500 by End of 2025 – bbg
Goldman Sachs Forecasts S&P 500 Target of 6500 for 2025-End, Joins Morgan Stanley – Reuters
Stocks snap losing streak, while Dollar pares post-election strength ahead of NVDA earnings – Newsquawk US Market Wrap
Bitcoin, Bullion, Black Gold, & Bonds Bid As ‘Trump Trade’ Builds – Zerohedge
Wall St Mixed as Investors Await Nvidia Earnings; Tesla Jumps – Reuters
Nasdaq closes higher as Tesla rally helps start week on an upbeat note – cnbc
Goldman Sees Dollar ‘Stronger for Longer’ in a New Tariff Regime – bbg
US Labor Market Still Boosting Inflation, San Francisco Fed Economists Say – Reuters
Stocks making the biggest moves midday: Moderna, Roku, CVS Health, Robinhood and more – cnbc
Dental supply stock rallies on theory RFK’s anti-fluoride stance will prompt more dentist visits – cnbc
Trump Officials Reportedly Easing Rules For Self-Driving Cars As Elon Musk Pushes Robotaxis – Zerohedge
BlackRock Feeds Rising ETF Demand With First Mutual-Fund Flip – bbg
Tesla stock pops 7% after report Trump wants to relax U.S. self-driving rules – cnbc
European Shares Stall as Real Estate Stocks Weigh – Reuters
Nvidia Blackwell Racks Reportedly Face “Overheating Problems,” Signaling Major Concern From Big Customers – Zerohedge
Stocks making the biggest moves premarket: Tesla, Nvidia, Robinhood, Liberty Energy and more – cnbc
Buyers Flock to Bonds After 30-Year Yield Hits Highest Since May – bbg
Futures Flat As Tesla Lifts Tech; Yields, Dollar Resume Push Higher – Zerohedge
Key Events This Week: PMIs, Philly Fed And Trump Treasury Pick – Zerohedge
European Oil Giants Step Back From Renewables Path – Reuters
Commerzbank Shares Seen Rising 35% on UniCredit Deal, KBW Says – bbg
European markets set for higher open as investors look to shake off negative sentiment – cnbc
Asia markets mostly rise as investors await China LPR, Japan inflation data this week – cnbc
Chinese Stocks Rebound on Guidelines to Boost Shareholder Value – bbg
Samsung shares climb more than 7% after surprise $7 billion buyback plan – cnbc
China’s Bid to Rein in Exports Roils Aluminum Stocks and Prices – bbg