Weekend 01.18 &01.20
Top 5 things to watch in markets in the week ahead – investing
Friday 01.17
Stocks and Dollar bid ahead of Trump inauguration – Newsquawk US Market Wrap
Stocks Rally to Close Out Strong Week, Await Trump Policies – Reuters
‘Trump Trade’ Reignites, ‘Dovish’ Data Drives Everything Higher Ahead Of Inauguration – Zerohedge
Dow surges more than 300 points, S&P 500 posts best week since period following Trump’s election – cnbc
Stocks making the biggest moves midday: Novo Nordisk, J.B. Hunt, Qorvo and more – cnbc
Intel Shares Jump on Report It’s an Acquisition Target – bbg
Europe’s Shares in Longest Weekly Winning Streak for Almost Five Months – Reuters
US Single-Family Housing Starts, Permits Hit 10-Month High in December – Reuters
US Manufacturing Output Accelerates in December – Reuters
‘Renter Nation’ Returns: Trump Victory Sparks Massive Surge In Multi-Family Unit Starts In December – Zerohedge
S&P Futures Rise Above 6,000 With Trump Inauguration Looming – Zerohedge
German stocks are quietly rallying. An election’s coming up. – Marketwatch
FX Daily: All eyes on Monday’s inauguration – ing
European markets set to resume rally as investors await more economic data – cnbc
Asia-Pacific markets mixed after China’s fourth-quarter GDP beats estimates – cnbc
China’s fourth-quarter GDP grows at 5.4%, beating market expectations as stimulus measures kick in – cnbc
Thursday 01.16
Business Live – guardian
Stock Rally Stalls as Waller Remarks Boost Bonds: Markets Wrap – bbg
Fed May Cut Rates Sooner and Faster Than Expected if Disinflation Trend Holds Up, Waller Says – Reuters
Stocks chop, while Treasuries bid and Dollar drops after dovish Waller – Newsquawk US Market Wrap
Wall Street Ends Lower After Rally as Earnings, Data Eyed – Reuters
Bonds, Bitcoin, & Bullion Bid As FedSpeak Sparks Dovish Jump In Rate-Cut Hopes – Zerohedge
S&P 500 snaps three-day win streak, Apple drags Nasdaq to losing session – cnbc
J.P.Morgan Forecasts Spending on Data Centers Could Boost US GDP by 20 Basis Points in 2025-26 – Reuters
Wall Street banks had a great quarter, and the boom times are just starting – cnbc
Big US Bank Profits Surge as Biden Era Comes to a Close – bbg
Stocks making the biggest moves midday: UnitedHealth, First Solar, Morgan Stanley, Taiwan Semiconductor and more – cnbc
Philly Fed’s Factory Gauge Surges by Most Since June 2020 – Reuters
Initial Jobless Claims Hit 3-Year High (Despite Post-Election Surge In ‘Hiring Plans’) – Zerohedge
US Weekly Jobless Claims Increase; Labor Market Conditions Still Healthy – Reuters
US Retail Sales Broadly Advance, Capping a Solid Holiday Season – bbg
US Retail Sales Exit 2024 With Momentum; Labor Market on Solid Ground – Reuters
US Retail Sales Disappoint In December, Despite Surge In Auto Sales & Gas Costs – Zerohedge
Stocks making the biggest moves premarket: UnitedHealth, Morgan Stanley, Target, Southwest & more – cnbc
Morgan Stanley tops estimates on strong equities and fixed income trading revenue – cnbc
Bank of America tops estimates on better-than-expected investment banking, interest income – cnbc
Futures Rise For Second Day After Post-CPI Surge As Earnings Come In Hot – Zerohedge
Luxury Downturn Over? Richemont Delivers “Massive” Sales Beat, Send Shares Soaring – Zerohedge
Shares of Cartier owner Richemont jump 17% as sales rise 10% in December quarter – cnbc
European markets retreat from gains on the back of U.S. inflation data and head for mixed open – cnbc
Asia-Pacific markets track Wall Street gains; South Korea unexpectedly keeps rates unchanged – cnbc
TSMC fourth-quarter results top expectations, net profit surges 57% on robust AI chip demand – cnbc
Wednesday 01.15
Business Live – guardian
Big US Bank Profits Surge as Biden Era Comes to a Close – bbg
Wall Street Rally Rages On as CPI Fuels Fed Hopes: Markets Wrap – bbg
Dow surges 700 points, S&P 500 posts best day since November after tame inflation report – cnbc
Stocks making the biggest moves midday: IonQ, Wells Fargo, Citigroup and more – cnbc
Fed Trio Express Confidence Inflation Will Continue to Slow – bbg
The crazy ride in quantum computing stocks continues as shares rip higher on Microsoft’s ‘quantum-ready’ directive – cnbc
Oil is no longer an energy security challenge as critical minerals take center stage, Saudi minister says – cnbc
US inflation relief, but an extended Fed pause still looks likely – ing
Wall Street analysts react to latest inflation data – investing
Consumer Prices Soared Over 21% Under Biden… And Real Wages Fell – Zerohedge
Core inflation rate slows to 3.2% in December, less than expected – cnbc
Futrures Rise With All Eyes On “Pivotal” CPOI – Zerohedge
Citigroup Soars as Fraser Plans to Buy Back $20 Billion of Stock – bbg
Citigroup shares rise as fourth-quarter earnings top estimates – cnbc
Goldman Sachs tops estimates on strong trading results – cnbc
JPMorgan Shares Jump On Stellar Q4 Earnings, Boost To 2025 NII Forecast – Zerohedge
JPMorgan Chase tops estimates on better-than-expected fixed income and investment banking results – cnbc
Wells Fargo Shares Rise as Bank’s Cost-Cutting Efforts Take Hold – bbg
Wells Fargo shares jump after earnings beat, strong 2025 guidance – cnbc
UK inflation unexpectedly cools to 2.5%, core price print slows further – cnbc
Europe’s stocks set for positive open ahead of closely watched U.S. inflation data – cnbc
Asia markets mixed as investors assess U.S. inflation data, Japan business sentiment – cnbc
Tuesday 01.14
Business Live – guardian
Trump Team Studies Gradual Tariff Hikes Under Emergency Powers – bbg
A global bond sell-off is deepening as investors pare Fed rate-cut expectations – cnbc
Stocks chop, Bonds bid & Dollar descends on cool PPI ahead of CPI – Newsquawk US Market Wrap
Bitcoin & Bullion Bid As ‘Bear Market In Bullish Sentiment’ Continues For Stocks – Zerohedge
Wall Street Rises in Choppy Trade as Inflation Data Eyed – Reuters
Dow rises more than 200 points on Tuesday after wholesale inflation report comes in light – cnbc
‘Valuations are just too high’: David Rosenberg sees risks in U.S. equites – Reuters
Meta announces 5% cuts in preparation for ‘intense year’ — read the internal memo – cnbc
Stocks making the biggest moves midday: Eli Lilly, Applied Digital, Boeing and more – cnbc
European Shares Little Changed Amid Threats of Rising Yields and Tariffs – Reuters
Lilly Shares Tumble Most In Years On Sagging Obesity Drug Demand – Zerohedge
Eli Lilly shares drop as drugmaker cuts revenue guidance on weight loss drug demand – cnbc
Under Biden, Producer Prices Rose At Triple The Rate They Did Under Trump – Zerohedge
US Wholesale Inflation Surprisingly Eases on Drop in Food Prices – bbg
US Inflation Still Slowing as Producer Prices Rise Below Expectations in December – Reuters
Inflation watch: Wholesale prices rose 0.2% in December, less than expected – cnbc
Stocks making the biggest moves premarket: KB Home, Signet Jewelers, Teladoc, Applied Digital & more – cnbc
Nvidia, Tesla, KB Home rise premarket; Signet Jewelers falls – investing
Largest Retailer Of Jewelry Crashes After Guidance Cut, Blames “Consumers Gravitated To Lower Price Point” – Zerohedge
Futures Jump, Dollar Slides On Report Trump Planning Gradual Tariff Ramp Up – Zerohedge
As the U.S. dollar soars, here are Europe’s biggest winners and losers – cnbc
BP shares dip as oil and gas major flags $2 bn in expected charges – investing
European markets open higher as bond yields remain in focus; BP down 2% – cnbc
Monday 01.13
‘Risk Off’ Continues As Bank Deposits Plunge, Money-Market Inflows Surge, Negative-Gamma Wrecks New Year – Zerohedge
Dow adds more than 350 points, but Nasdaq closes lower as investors rotate out of tech – cnbc
Stocks making the biggest moves midday: Nvidia, quantum computing stocks, Moderna and more – cnbc
Quantum computing stocks sell-off accelerates as Zuckerberg becomes latest tech CEO to temper sector enthusiasm – cnbc
LNG exporter Venture Global targets up to $110 billion valuation in blockbuster US IPO – investing
Moderna stock plunges 20% after company lowers 2025 sales forecast by $1 billion – cnbc
iPhone Loses Global Market Share With Apple AI Absent in China – BBG
Stocks making the biggest moves premarket: Abercrombie & Fitch, Pinterest, Howard Hughes Holdings and more – cnbc
Futures Tumble As Yields Rise, Oil Soars – Zerohedge
Key Events This Week: CPI, PPI, Retail Sales, Q1 Earnings Start And Fed Speakers Galore – Zerohedge
European markets close lower as global bond yields rise; U.S. dollar hits two-year high – cnbc