Weekend 01.31 & 02.01
Chicago bank fails, becoming first in nation to go under in 2026 – chicagosun
China January Official Manufacturing PMI Drops to 49.3 – Reuters
Nvidia’s Plan to Invest up to $100 Billion in OpenAI Has Stalled, WSJ Reports – Reuters
Why silver bears just flipped bullish after record plunge – thestreet
Heavy Earnings Week, Jobs Data to Test US Stocks After Microsoft Swoon – Reuters
Friday 01.30
Business Live – guardian
The Market Is Responding To Warsh’s Nomination, But Nothing Has Changed – Zerohedge
Silver suffers biggest drop in 46 years, with ‘every man and his dog rushing for the exit’ – Marketwatch
Metals slammed, Dollar buoyed, Equities chop, and Treasuries steepen amid Warsh’s Fed nomination – Newsquawk US Market Wrap
US Stocks Fall, as Investors Fret Over Trump’s Fed Nominee, Earnings, Inflation – Reuters
S&P 500 falls for third straight day as speculative silver trade unwinds, but ends month positive – cnbc
Silver plunges 30% in worst day since 1980, gold tumbles as Warsh pick eases Fed independence fear – cnbc
Citi Sees Gold Supported by Risks, With Some Fading Expected Later in 2026 – Reuters
Stocks making the biggest moves midday: Newmont, Apple, Sandisk, Deckers Outdoor & more – cnbc
Tesla Shares Jump 5% After Musk Reportedly Mulls Merging SpaceX, xAI, Tesla Merger – Zerohedge
Tesla Climbs as SpaceX Merger Talks Fuel Musk Empire Consolidation Hopes – Reuters
U.S. Equity Funds Attract Inflows Ahead of Mega-Cap Earnings – Reuters
Global Equity Funds Attract Inflows for Third Week in a Row – Reuters
BofA’s Hartnett says markets at extreme optimism, new sell signal issued – investing
European Shares Cap Strong January With Earnings-Fuelled Gains – Reuters
Microsoft stock is flat the day after sinking 10%. Here’s why – cnbc
Largest Power Project In US Approved For West Texas Amid Gas Plant And Data Center Buildout – Zerohedge
Gold, Silver and Copper Tumble as Nervous Investors Discover Gravity – Reuters
US Producer Prices Unexpectedly Surged In December – Zerohedge
US Producer Prices Post Biggest Gain in Five Months, Businesses Passing on Tariffs – Reuters
Stocks making the biggest moves premarket: Apple, Chevron, KLA, Sandisk & more – CNBC
AmEx Projects Upbeat 2026 Profit as Affluent Spending Holds Up – Reuters
Verizon Forecasts Upbeat Annual Profit as Wireless Subscriber Growth Hits Six-Year High – Reuters
Colgate-Palmolive Forecasts Upbeat Annual Sales as Essentials Spending Holds Firm – Reuters
Stocks Slide, Gold And Bitcoin Tumble After Trump Taps Warsh As Next Fed Chair – Zerohedge
Straight From “Central Casting”: President Trump Confirms Kevin Warsh As Next Fed Chair Nominee – Zerohedge
Trump nominates Kevin Warsh for Federal Reserve chair to succeed Jerome Powell – cnbc
Euro Zone Economy Ends 2025 With Solid Growth Despite Low Exports, US Trade Strife – Reuters
Euro Zone Consumers up 5-Year Inflation Forecast to Record High, ECB Poll Shows – Reuters
Germany’s PMI “Recovery” Is Built On Layoffs, Price Inflation, And State Expansion – Zerohedge
German Inflation Rises Slightly in January – Reuters
Jenoptik shares jump over 6% after Deutsche Bank upgrade to “buy” – investing
Gold rally stalls as prices drop 4% after a sharp run-up; Asia-Pacific stock markets trade mixed – CNBC
Thursday 01.29
Stocks making the biggest moves after hours: Apple, Robinhood, Visa, Sandisk and more – CNBC
iPhone drove Apple’s robust earnings — but investors weren’t too enthused – CNBC
Apple can’t secure enough chips as iPhone demand surges, memory prices rise – CNBC
Apple sales surge 16% on ‘staggering’ iPhone demand – cnbc
Visa Quarterly Profit Rises on Strong Payment Volumes – Reuters
MSFT leads tech losses as USD sees two-way trade – Newsquawk US Market Wrap
S&P 500, Nasdaq Close Down as Big Tech’s Soaring AI Budgets Trigger Flight – Reuters
S&P 500 closes lower as Microsoft tanks, software shares slide – cnbc
Amazon could invest up to $50 billion in OpenAI in coming weeks, source says – cnbc
Stocks making the biggest moves midday: ServiceNow, Salesforce, Southwest, Carnival & more – cnbc
Adidas Achieves Record Sales in 2025, Plans $1.2 Billon Share Buyback – Reuters
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 12% – cnbc
Tech Selloff Drags Europe Stocks Lower as SAP’s Results Disappoint – Reuters
Crypto Bill Advances in US Senate but Faces Obstacles – Reuters
Goldman Says “Good Opportunity To Buy Dip” In Obesity Drug Stocks – Zerohedge
US Factory Orders Surged In November – Zerohedge
US Factory Orders Rebound in November on Commercial Aircraft Demand – Reuters
‘No Hire, No Fire’ Economy Exposed As Continuing Jobless Claims At Lowest Since Sept 2024 – Ζerohedge
Stocks making the biggest moves premarket: Meta, Caterpillar, IBM, Royal Caribbean & more – CNBC
Mastercard Profit Exceeds Expectations, Set to Lay off 4% Globally – Reuters
Caterpillar Gets a Big AI Sales Boost as Tariffs Drag – Reuters
Honeywell’s Revenue, Profit Rise as Aerospace Aftermarket Demand Stays Strong – Reuters
Futures Rise As Meta Jumps, Microsoft Plunges; Gold Just Won’t Stop – Zerohedge
Brent Surges To 4 Month High Above $70 After Trump Threatens Iran With Military Force – Zerohedge
Global Gold Demand Hits Record High in 2025, WGC Says – Reuters
Top Bank of America strategist says the long bond is nearing the key line in the sand – Μarketwatch
SAP Shares Plunge Most Since 2020 As Cloud Backlog Miss Amid AI Worries – Ζerohedge
SAP shares see biggest drop since 2020 after fourth-quarter cloud contract growth disappoints – CNBC
Deutsche Bank beats profit expectations in fourth-quarter earnings – cnbc
European markets head for higher open as traders await earnings ‘super Thursday’ – cnbc
Samsung’s profit triples, beating estimates as AI chip demand fuels memory shortage – CNBC
SK Hynix overtakes Samsung in annual profit for the first time as AI reshapes rivalry – CNBC
The China Connection newsletter: China-made humanoid robots set sights on Middle East and U.S. markets – CNBC
Wednesday 01.28
Stocks making the biggest moves after hours: Microsoft, Meta, Tesla, Southwest Airlines and more – CNBC
IBM jumps 8% on earnings beat – cnbc
Meta shares jump 8% on stronger-than-expected revenue forecast – cnbc
Microsoft shows gain on OpenAI investment after restructuring as cloud growth slows – cnbc
Tesla tops estimates for quarter, but wraps up first annual revenue drop on record – cnbc
S&P 500 briefly surpasses 7,000, then closes little changed as Fed keeps rates steady – cnbc
Fed Holds Rates Steady as Expected, but Sees Elevated Inflation – Reuters
Fed holds key interest rate steady as economic view improves – cnbc
Bessent Says US Has Strong Dollar Policy, ‘Absolutely Not’ Intervening to Support Yen – Reuters
Stocks making the biggest moves midday: Intel, AT&T, Stride, Elevance Health, Textron & more – cnbc
Deutsche Bank searched by German police in money laundering probe – cnbc
The dollar could have further to fall as its decline creates a ‘double-edged sword’ for America – cnbc
FX Daily: Dollar sentiment shifts markedly – ING
ASML stock jumps as Q4 bookings hit record €13.2 bln, doubling analyst forecasts – investing
Chip giant ASML surges 7% as AI boom fuels record orders and upbeat 2026 guidance – cnbc
European markets head for mixed open; ASML earnings in focus – cnbc
South Korea’s Kospi hits record high for second straight session as the region trades mixed – cnbc
SK Hynix posts $13.5 billion quarterly profit on AI chip demand – investing
SK Hynix pops 5% as it doubles profit in 2025 driven by the AI memory shortage – cnbc
Tuesday 01.27
Stocks making the biggest moves midday: Amazon, Reddit, Pinterest, Sysco & more – CNBC
US sentiment slides again as consumer pressures mount – ing
Stocks making the biggest moves premarket: Humana, Corning, General Motors, Boeing & more- cnbc
UnitedHealth posts modest earnings beat, soft revenue guidance as insurer plots turnaround – CNBC
FX Daily: Here’s why the dollar sell-off could stall – ing
Puma shares surge after Anta Sports buys stake for $1.8 billion amid turnaround efforts – CNBC
European markets set to open higher as earnings come into focus – cnbc
South Korea’s Kospi hits fresh record as Trump levels tariff threats against Seoul over trade deal approval delay – cnbc
South Korea scrambles to pass U.S. investment bill after Trump threatens higher tariffs – cnbc
Analysis-A crisis of confidence in the yen looms over Japan PM Takaichi’s election gamble – Reuters
Monday 01.26
Business Live – guardian
Winter storm Fern seen having a ’substantial drag’ on U.S. Q1 growth – yahoofinance
Analysis-Dollar Under Fire Again as Investors Reassess Trump Policies, Geopolitical Risk – Reuters
Trump Administration Proposes Keeping Steady Medicare Rates Paid to Insurers, WSJ Reports – Reuters
Stocks rally as earnings take focus despite looming trade uncertainty – Newsquawk US Market Wrap
Wall Street Indexes Close Higher Ahead of Earnings, Fed Meeting – Reuters
S&P 500 closes higher as Meta and Apple rise ahead of earnings reports – cnbc
NatGas Rips Higher As Arctic Blast Knocks 12% Of U.S. production Offline – Ζerohedge
Market Outlook: Emerging markets seen benefiting from AI spending surge – bbg
European Shares Settle Higher With Focus on Earnings, Monetary Policy – Reuters
Market Outlook: Investors rotate into energy and materials on AI spending surge – bbg
Stocks making the biggest moves midday: GameStop, Booz Allen, CVR Energy, CoreWeave & more – cnbc
Core Durable Goods Orders Rise For 8th Straight Month – Ζerohedge
AI spending wasn’t the biggest engine of U.S. economic growth in 2025, despite popular assumptions – cnbc
Futures Rebound From Session Low Amid FX Mayhem As Earning Avalanche, Govt Shutdown Loom – Ζerohedge
Key Events This Week: Fed, Central Banks Gallore, Earnings Avalanche – Zerohedge
German Business Sentiment Unchanged in January, Ifo Survey Finds – Reuters
European markets start new trading week in positive territory – cnbc
Asia-Pacific stocks trade mixed as geopolitical worries keep investors on edge – cnbc
Currency Markets on Guard for Intervention in Japan’s Yen – Reuters
BOJ Money Market Data Suggests Japan Did Not Intervene in Currency Market on Friday – Reuters