Weekend 01.11 & 01.12
Top 5 things to watch in markets in the week ahead – investing
Hartnett Explains Why Greenland Is So Important: “The Race For The Arctic Is The Great Game Of The Next 10 Years” – Zerohedge
Goldman: “Cold January” & “Record LNG Demand” Drive Upside Risk In Natty Prices – Zerohedge
Stock market’s ‘Trump bump’ nearly erased thanks to bond selloff. What’s next. – Marketwatch
Friday 01.10
Business Live – guardian
10 Dead, 10,000 Structures Burned In Los Angeles Area Inferno As Fire Damage Could Exceed $150 Billion – Zerohedge
Stocks and bonds slump while Dollar jumps after hot NFP – Newsquawk US Market Wrap
Oil & Gold Surge, Bonds & Stocks Purged As ‘Good News’ Wrecks Rate-Cut Hopes – Zerohedge
Dow tumbles nearly 700 points Friday as strong jobs report casts doubt over Fed’s rate-cut path – cnbc
Blowout Jobs Report Fuels Wall Street Fear of ‘Lose-Lose’ Market – bbg
Stocks making the biggest moves midday: Allstate, Walgreens, Delta, Warner Bros. Discovery and more – cnbc
California-Based Insurer Crashes Amid Billions In L.A. Area Fire-Damage Losses – Zerohedge
UMich Inflation Expectations Soar To Highest Since 2008 As Democrats Confidence Slumps – Zerohedge
US PREMARKET
Stocks making the biggest moves premarket: Delta, Walgreens, Constellation Energy, Allstate and more – cnbc
What’s priced in for the Federal Reserve after non-farm payrolls – forexlive
Scorching Hot December Jobs: US Unexpectedly Adds Massive 256K Jobs In December, Smashing Estimates, As Unemployment Drops – Zerohedge
Strong US Jobs Report Backs Case for Pause in Fed Rate Cuts – bbg
U.S. payrolls grew by 256,000 in December, much more than expected; unemployment rate falls to 4.1% – cnbc
Delta outlook tops estimates as CEO expects 2025 to be airline’s ‘best financial year in our history’ – cnbc
Futures Fall As Jittery Traders Take Cover Ahead Of Payrolls – Zerohedge
Oil Surges To 3-Month-Highs As US Escalates Anti-Russia Sanctions – Zerohedge
European markets lower as UK borrowing costs rise; Mercedes-Benz up 4% – cnbc
China Suspends QE To Reverse Crashing Yields, As Stocks Enter Bear Market – Zerohedge
World’s biggest chipmaker TSMC posts record 2024 revenue as AI boost continues – cnbc
Thursday 01.09
UK Midcaps Halt Drop, European Stocks Gain as US Policy in Focus – bbg
Trump Tariff Fears Spark Disconnect in Silver and Copper Markets – bbg
Tariff Fears Spark Disconnect in Silver and Copper Markets – bbg
Los Angeles wildfires could be costliest blaze in U.S. history – cnbc
Fed Finds New Reason for Confidence in Obscure Inflation Gauge – bbg
‘Great British Peso’ Plummets To 13-Month-Low As Investors Lose Faith In The UK – Zerohedge
European stocks close higher despite inflation concerns; Greggs tumbles 16% – cnbc
Asia markets fall as Fed inflation worries temper rate cut expectations, China CPI slows – cnbc
China’s consumer inflation slows further in December, stoking deflation worries – cnbc
BOJ Signals Progress on Wages Without Clear Hint on Hike Timing – bbg
HSBC Analysts See 21% Upside for Hong Kong-Listed Chinese Stocks – bbg
Japan’s Base Pay Rises Most in 32 Years, Helping Rate Hike Path – bbg
Bond Traders See Jobs Testing Hawkish Fed Pricing: Markets Wrap – bbg
Wednesday 01.08
Tech Wrecked As Rate-Rout Wreaks Havoc; Crude & Crypto Crumble – Zerohedge
S&P 500 ekes out narrow gain as investors shake off Fed’s inflation warning – cnbc
Klarnageddon: Consumer Credit Card Debt Unexpectedly Plummets At Rate Signaling Deep Recession – Zerohedge
FOMC Minutes Show ‘Almost All’ Fed Members See Higher Inflation Risks, Cite Trump Policies – Zerohedge
Fed officials are worried about the inflation impacts from Trump’s policies, minutes show – cnbc
What Is The Economic Value Of Greenland And Why Does Trump Want It So Badly? – Zerohedge
Rates Jump After 30Y Auction Prices At Highest Yield Since August 2007 – Zerohedge
Stocks making the biggest moves midday: Edison International, eBay, Getty Images and more – cnbc
Energy Sector Goes From S&P 500’s ‘Worst to First’ in 2025 Start – bbg
European Stocks Drop as Rising Bond Yields, Tariff Worries Weigh – bbg
Trump Spurs Wind Power Share Plunge After No Windmills Vow – bbg
Quantum Computing Stocks Plunge After Nvidia CEO Comments – Zerohedge
Quantum stocks like Rigetti plunge after Nvidia’s Huang says the computers are 15 to 30 years away – cnbc
Labor Market Miasma: Jobless Claims Best In 10 Months, ADP Worst In 4 Months – Zerohedge
Plunging UK Markets Offer Fresh Warning Over Economy and Pile Pressure on Starmer – bbg
European markets close lower as euro zone economic sentiment declines – cnbc
Chinese onshore yuan hits a 16-month low after stronger Treasury yields send dollar higher – cnbc
Tuesday 01.07
Business Live – guardian
Key Takeaways From Nvidia CEO Jensen Huang’s CES Keynote On Advancing AI At “Incredible Pace” – Zerohedge
Stocks and Bond sold while Dollar bid after hot ISM Services and JOLTS – Newsquawk US Market Wrap
Trump-nado & Inflation-Scare Spark Sell-Off In Bitcoin, Bonds, & Big-Tech – Zerohedge
Dow falls more than 170 points, Nasdaq loses nearly 2% as Nvidia leads tech selloff – cnbc
Stocks making the biggest moves midday: Getty Images, Tesla, Moderna, Shutterstock and more – cnbc
Quantum computing stocks drop as Nvidia CEO says decades away from usefulness – investing
Nvidia’s stock heads for worst drop in months as CES speech lacked one big thing – Marketwatch
Trump Announces $20 Billion Foreign Investment In US Data Centers – Zerohedge
European Stocks Gain as Euro-Zone Inflation Data Picks Up – bbg
Rate-Cut Odds Plunge As ISM Services Inflation Index Surges Near 2-Year-High – Zerohedge
US Services Index Climbs, Price Gauge Hits Highest Since 2023 – bbg
Services index shows big jump in prices for December as companies fear tariffs – cnbc
Job Openings Unexpectedly Soar On Record 2-Month Surge In Professional Services, Even As Hiring Tumbles – Zerohedge
US PREMARKET
European Stocks Claw Back Losses With Focus on CPI: Markets Wrap – bbg
Stocks making the biggest moves premarket: Nvidia, Getty Images, Tesla and more – cnbc
Carlyle Cautious on Big Tech, Likes ‘Exceptionally Cheap’ Europe – bbg
US Futures Rise With NVDA At New All-Time High – Zerohedge
French Banks Face Crucial Year After Falling Behind Peers – bbg
Citi says positioning gap between US, Europe stocks narrowing – INVESTING
Euro zone inflation rose to 2.4% in December, meeting expectations -cnbc
Euro-Zone Inflation Rebounds But Won’t Derail ECB Rate Cuts – bbg
Europe’s Biggest Equity Bull Says the Region Can Beat US in 2025 – bbg
Traders See Euro Hitting Dollar Parity as Soon as This Month – bbg
ECB Says Consumer Inflation Expectations Increased in November – bbg
France’s Slight Inflation Pickup Backs Cautious ECB Cutting – bbg
European markets head for lower open, with traders focused on euro zone inflation data – cnbc
Japan stocks lead gains in Asia-Pacific markets after tech rally lifts Wall Street higher – cnbc
Asia Chip Shares Rise as Nvidia Shows New AI Products at CES – bbg
China’s Central Bank Buys More Gold as Prices Trade Near Record – bbg
Monday 01.06
Business Live – guardian
Risky Stocks Begin New Year Ahead of S&P 500 Amid Uncertainties – bbg
Dollar Pares Losses After Trump Denies Report on Curbed Tariffs – bbg
Nvidia Investors Look to Huang CES Speech to Spark Next Breakout – bbg
Why Trudeau stepped down – in five charts – telegraph
Nvidia releases gaming chips for PCs, tapping AI features from data center GPUs – cnbc
Markets chop as Trump refutes Tariff reports – Newsquawk US Market Wrap
Stocks Shrug Off Trump Tariff Headline-Roulette, Bitcoin Jumps As Dollar Dumps – Zerohedge
S&P 500, Nasdaq post back-to-back gains on Monday as Nvidia shares rise – cnbc
Trudeau’s resignation marks ‘a fantastic day’ for energy investors – bbg
Stocks making the biggest moves midday: FuboTV, Paycor, Plug Power and more – cnbc
Disney to Merge Hulu + Live Into FuboTV, Settle Venu Suit – bbg
European Stocks Gain, Buoyed by Technology, Autos and Luxury – bbg
US Factory Orders Tumbled In November – Zerohedge
Wall Street Bond Bear Sees US 10-Year Yield Topping 5% – bbg
Stocks making the biggest moves premarket: FuboTV, American Airlines, Nvidia, Microsoft and more – cnbc
German Inflation Up More Than Expected, Backing ECB Caution – bbg
German inflation rises more than expected to 2.9% in December – cnbc
Key Events This Week: Payrolls, ISM And FOMC Minutes – Zerohedge
JPMorgan strategists see European equities underperforming US peers for longer – INVESTING
$119 billion of U.S. government debt to be issued this week, raising questions about demand – Marketwatch
ECB Sees Labor Market Normalizing After Puzzling Post-Covid Boom – bbg
Overseas stocks jump, dollar plunges on report of more targeted Trump tariffs – Marketwatch
Trump policies may only have limited impact on inflation, says former Fed chair Bernanke – forexlive
“On Average, Germans Are Poorer” – Shocking Report For The EU’s Largest Economy – Ζerohedge
US 30-Year Bond Yield Hits Highest Since 2023 – bbg
Adidas ‘poised for a multi-year winning streak’ says Bernstein – investing
Morgan Stanley Strategist Wilson Warns of Risk to Stocks as Yields Surge – bbg
Several commodities face headwinds in 2025 — but this metal’s record rally is set to continue – cnbc
European Gas Storage Sites Deplete at Fastest Pace Since 2018 – bbg
European markets set for a mostly positive start to the new trading week – cnbc
European Equities Advance on Buoyant Chip Stocks: Markets Wrap – bbg
Asia-Pacific markets mostly fall as investors assess business activity data from the region – cnbc
Hon Hai teams up with Nvidia to develop humanoid robots – focustaiwan
BOJ’s Ueda Sends Fresh Reminder to Bankers on Raising Rates – bbg
Asia Pacific Borrowers Kick Off Rush of Global Dollar Bond Sales – bbg
Japan Stocks Look Set for New Highs in 2025 on Earnings, Reforms – bbg