TOP MARKETS NEWS: Week 01/30 – 02/05

January 30, 2023
  

Weekend 02/04 & 02/05

Top 5 things to watch in markets in the week ahead – investing

Japan sounds out BOJ deputy Amamiya for central bank governor – asianikkei
Investors Can Fight the Fed All They Want. Don’t Fight the Tape – bbg
There Are Signs of Stronger China Rebound to Boost Oil, IEA Says – bbg
The Year’s Emerging-Market Rally Is Already in Danger of Slowing – bbg
Europe’s Bond Recovery Falls at First Hurdle After ECB High – bbg

Central Bankers Curb Their Enthusiasm for Rate Hikes: Eco Week – bbg
ION’s Woes Far From Over Even If It Paid Ransom, Experts Say – bbg
Bitcoin Resurgence Brings Back Old Phenomenon of Wild Weekends – bbg
The Fed Is All That Matters to Stock Analysts Ignoring Earnings – bbg
Charting the Global Economy: Fed, BOE, ECB Near Peak Rate Levels – bbg
These Were The Best And Worst Performing Assets To Start The Year – Zerohedge
FOMO is Gripping Credit Markets, Making Bond Premiums Vanish – bbg
Bank of England Signals Worst Years for Growth Since Great Depression – bbg
Price Cuts Working: Tesla Shipped 66,051 Vehicles In China In January, Up 18% From December – Zerohedge
UK Stocks Just Hit a Record. That Might Be as Good as It Gets – bbg
Inside the 19-Hour Meltdown That Junked Adani’s Share Sale – bbg
Stagflation Trade Dies Quiet Death in Week-After-Week S&P Surge – bbg
Chaotic Cash Shortage Forces Nigerians to Wait Hours for $43 – bbg
This Week in China: The World’s Best Stocks Need New Buyers – bbg
California’s New Gold Rush: Big Tech Moves to Gain the Edge in AI – bbg
Tech Trillion Club’s Wobble in Four Charts – Reuters
Analysis-From Meta to Microsoft, AI’s Big Moment Is Here – Reuters
Big Tech Earnings Face More Heat as Cloud Cover Fades – Reuters

 

 

Friday 02/03

FTSE 100 hits all-time high after US jobs report beats forecasts – business live – guardian

Signs of Market Strength Cheer U.S. Stocks Bulls – Reuters
Tech stocks just finished a five-week rally — the longest stretch since market peak in November 2021 – cnbc
Jobs Report Jolts Wall Street Bulls as Inflation Fears Return – Reuters
Stocks and bonds tumble after lava-hot jobs report – Newsquawk US Market Wrap
Nasdaq Soars To Best Start Since 1975 After Jay & Jobs Outperform – Zerohedge
Wall Street Ends Down After Stunning Jobs Growth Raises Fed Questions – Reuters
Stocks fall on Friday, but S&P 500 notches winning week as strong 2023 continues – cnbc
Fed’s Daly Sees Policy Rate Rising to Least 5.1%, Then a Hold – Reuters
Hack of ION Derivatives System Prompts Caution in Other Markets – bbg
NFIB Survey Suggests A Recession Is Coming – Zerohedge
ION Removed From Hacker’s Target List and Deadline for Ransom Suspended – bbg
Morgan Stanley Sees Another 25-Bps Fed Hike in March After Strong Jobs Report – Reuters
‘Shadow Fleet’ of Tankers Hauling Russian Oil Swells to 600 Ships, Trafigura Says – bbg
The EU’s Ban on Russian Diesel Won’t Really Stop Fuel Flows – bbg
ETF Seizes on ChatGPT Buzz With a Focus on ‘Conversational’ AI – bbg
FTSE 100 Set for Record as British Stocks Finally Stage Comeback – bbg
European Stocks Set for Bull Market on Rates, Growth Optimism – bbg
AI-Fueled Stock Rally Ignites Debate on Who’s Winning and Losing – bbg
Trader Bags $10 Million in Bold Fed Bet Minutes Before Jobs Data – bbg
Treasury Yields Surge on Blockbuster January Employment Growth – bbg
Services Sector Survey Stupidity: ISM Soars Most Since COVID Rebound, PMI Signals Recession – Zerohedge
U.S. Service Sector Rebounds in January – ISM Survey – Reuters
Services Sector Survey Stupidity: ISM Soars Most Since COVID Rebound, PMI Signals Recession – Zerohedge
US Service Gauge Tops Estimates in Biggest Advance Since 2020 – bbg

 

US PREMARKET
US jobs surge catches everyone off-guard – ing
Instant View: U.S. Job Growth Accelerates in January, Wage Gains Moderate – Reuters
‘Too Good to Be True’ Jobs Report Draws Skeptics on Data Quirks – bbg
Is Blowout Jobs a Headache for the Fed, or a Back-To-2019 Gift? – Reuters
Blockbuster Jobs Report to Push Fed to Hike and Keep Rates High – bbg
What Was Behind Today’s “Wow, Wow, Wow” Jobs Report – Zerohedge
US Payrolls Surprise With Surge as Jobless Rate Hits 53-Year Low – bbg
January Payrolls Explode To 517K, 8-Sigma Beat To Expectations; Unemployment Rate Tumbles To Record Low – Zerohedge
Jobs report shows increase of 517,000 in January, crushing estimates, as unemployment rate hit 53-year low – cnbc
Stocks making the biggest moves before the bell: Apple, Alphabet, Amazon, Starbucks and more – cnbc
Futures Drop As Tech Earnings Disappoint, Payrolls Loom – Zerohedge
ECB Plan for Next Big Hike Makes Lagarde the Last Hawk Standing – bbg
Apple, Alphabet and Amazon Hurt as Economic Slump Crimps Demand – bbg
Apple Again Dominates Smartphone Profit, Taking Record 85% Share – bbg
Investors Show ‘No Inflation Fear’ as They Snap up Bonds, Equities and Sell Cash – BofA – Reuters
World’s Top Pension Fund GPIF Posts Longest Loss in Two Decades – bbg
Europe is set to ramp up its oil war against Russia — and markets are bracing for more disruption – cnbc
Oil Set for Weekly Loss as China Optimism Frays, Stockpiles Rise – bbg
Billionaire Cohen Builds Stake in Nordstrom, Urges Board Shakeup – Reuters
Sanofi Forecasts Slower Profit Growth Amid Generic Competition – bbg
European markets pull back as investors watch economic data, earnings – cnbc

Marketmind: Runaway Tech Arrested – Reuters
The Morning After the Night Before – Reuters

 

ASIA NEWS
Adani Enterprises plunges as rout deepens in Hindenburg fallout; Asia stocks mixed – cnbc
Asian Stocks Pull Back, Dollar Regains Footing Ahead of U.S. Payrolls Data – Reuters
China Stock Rally Falters as Investors Seek Fresh Impetus – bbg
BOJ’s Kuroda Sees Wages Rising ‘Quite Significantly’ – Reuters
Foreigners Buy Most Japan Equity Since 2018 as BOJ Worry Eases – bbg
China Jan Services Activity Expands for First Time in Five Months – Caixin PMI – Reuters

Asia Stocks Look Set to Rise; Caution in Tech: Markets Wrap – bbg

 

Thursday 02/02

Business Live – guardian

Crypto Miner Marathon Digital Made First Bitcoin Sales as Token Soared in January – bbg
Ford Sees US Car Prices Falling 5% This Year as Rebates Rise – bbg
Big Tech Earnings Show Digital Ads Market Not Out of the Woods – Reuters
Apple sales drop 5% in largest quarterly revenue decline since 2016 – cnbc
Gilead Profit Beats Street Expectations on COVID and HIV Sales – Reuters
Starbucks Slips as Lingering China Weakness Hits Results – bbg
Starbucks Misses Quarterly Sales Estimates as China Weakness Weighs – Reuters
Alphabet Shares Slide After Top- & Bottom-Line Miss, Ad Revenue Disappointment – Zerohedge
Alphabet Revenue Misses Estimates as Ad Business Takes a Hit – Reuters
Alphabet misses on earnings and revenue as YouTube falls short – cnbc
Qualcomm Sales Forecast Disappoints; New Businesses Pick Up – bbg
Qualcomm Forecasts Earnings Below Expectations as Smartphone Demand Worsens – Reuters
Qualcomm revenue falls 12%, guidance implies more pain this quarter – cnbc
Amazon Slides After Disappointing AWS Results, Sloppy Guidance – Zerohedge
Amazon Beats Estimates for Quarterly Sales – Reuters
Amazon’s cloud business reports 20% growth in fourth quarter, missing estimates – cnbc
META-led stock surge with assistance from central banks – Newsquawk US Market Wrap
Nasdaq, S&P 500 Close Higher on Meta Bump, Fed Lift – Reuters
Central Bank ‘Pause’ Panacea Prompts Massive Stock Short-Squeeze, Buying-Panic In Bonds – Zerohedge
S&P 500 advances more than 1% to its best level in five months as Meta leads tech-fueled rally – cnbc
Explainer-The Fed Says Disinflation Is Welcome. What Is That, Exactly? – Reuters
Markets to Central Bankers: We Don’t Believe You – Reuters
Stock Bull Pain Threshold Swells to Pandemic Size in New Market Run-Up – bbg
Cyberattack Sends World of Derivatives Trading Back to the 1980s – bbg
Stock Buybacks Race to Record $132 Billion Start as Companies Snub All Warnings – bbg
Stocks making the biggest moves midday: Meta, Align Technology, Coinbase, Eli Lilly and more – cnbc
Euro Zone Shares Hit Near One-Year High on Hopes of Rate Hike Pause – Reuters
Core US Factory Orders Tumble In December As ISM Manufacturing Plunges – Zerohedge
U.S. Factory Orders Rebound in December – Reuters
Day Trading Army’s Grip on Stock Market Is Tighter Than in Meme Stock Era – bbg
ECB Governors See at Least Two More Rate Hikes, Sources Say – Reuters

Marketmind: Fed Fillip, Double Trouble, Triple A – Reuters

U.S. Weekly Jobless Claims Drop to Nine-Month Low; Productivity Gains Speed – Reuters
Stocks making the biggest moves premarket: Meta, Align Technology, FedEx, Honeywell and more – cnbc
Estee Fears Bigger Drop in Profit on Uncertain China Recovery – Reuters
“The More He Talked, The More Dovish He Was”: Futures, Global Stocks Surge As Powell Steamrolls Bears – Zerohedge
Bristol Myers’ Profit Beats on Better-Than-Feared Revlimid Sales – Reuters
Eli Lilly’s Weak Diabetes Drugs Sales Cloud 2023 Profit Forecast – Reuters
Merck Sees Sharp Decline in COVID Sales for 2023 After Strong Fourth Quarter – Reuters
ECB press conference brings more fog than clarity – ing
ECB Hikes 50bps As Expected, Issues Dovish Forward Guidance, Unveils Climate QE – Zerohedge
ECB Delivers Half-Point Hike and Vows Another Before Reassessing – bbg
Brexit Trade Blow Is Happening Sooner Than Feared, BOE Warns – bbg
BOE Governor Warns UK Has a ‘Long Way To Go’ on Inflation Fight – bbg
BOE Forecasts for UK Economy Even Gloomier Than IMF Projections – bbg
Bank of England Raises Rates, Signals End to Hikes – Reuters
Pound Tumbles After BOE Hikes 50bps In 7-2 Vote, Signals Pause At Lower Rate Of 4% – Zerohedge
BOE Raises Key Rate to 4% Saying More Hikes May Be Needed – bbg
Goldman Sachs Raises Emerging Markets Equities Forecast – Reuters
Generative AI Explained… By AI – Zerohedge
Shell’s Blockbuster Profits Face Backlash in Its Own Backyard – bbg
Shell 2022 Profit More Than Doubles to Record $40 Billion – Reuters
Shell Posts Record 2022 Profit as Natural Gas Unit Thrives – bbg
Mizuho Profit Doubles to Beat Estimates as Bad Loan Costs Fall – bbg
Santander Books Record 9.6 Billion Euro Profit for 2022 on Lending Income – Reuters
Santander Profit Beats Estimates on Rate Boost as Costs Jump – bbg
Analysis: Fed Feeds Wall Street’s Soft Landing Hopes, Though Recession Fears Still Loom – Reuters
Bed Bath & Beyond Says It Missed Interest Payments on Bonds – bbg
Deutsche Bank Q4 Profit Surges in 3rd Year of Annual Profit – Reuters
Deutsche Bank Misses Estimates as Traders’ Winning Streak Snaps – bbg
Deutsche Bank smashes profit expectations in fourth quarter as higher interest rates bolster revenue – cnbc
Roche Warns 2023 Profits Will Fall on $5 Billion COVID Sales Hit – Reuters
Roche Sees Falling Sales, Profit as Covid Windfall Ebbs – bbg
European markets head for positive open with central bank decisions ahead – cnbc

ASIA NEWS
Asia-Pacific markets mostly rise as investors digest Fed’s smaller quarter-point hike – cnbc
Stocks in Asia Surge, Dollar Eases on Powell’s ‘Disinflationary’ Comment – Reuters
Hedge Funds That Beat Asia Turmoil Are Looking to China for 2023 – bbg
Kuroda Ally Ito Sees Chance of BOJ Starting Policy Normalization in 2023 – bbg
BOJ Deputy Wakatabe Indicates No Policy Change Next Month – bbg
BOJ’s Policy Path Hinges on Japan’s Complex Wage Dynamics – bbg
Sony Revises up Full-Year Outlook, Still Misses Analysts’ Estimates – Reuters

Asian Stocks Poised to Follow US Higher After Fed: Markets Wrap – bbg


Wednesday 02/01

Business Live – guardian
Powell Holds Fire on Markets Breaking Loose From Fed Control – bbg

Stocks making the biggest moves after hours: Meta, Align Technology, e.l.f Beauty and more – cnbc
Meta Shares Soar as Company Cuts Spending, Forecasts Upbeat First-Quarter Sales – Reuters
Meta Explodes 18% Higher On Solid Beat, Massive $40 Billion Buyback Boost – Zerohedge
Meta shares soar 17% on fourth-quarter revenue beat – cnbc
Stocks and bonds rip after Powell lays dovish escape route – Newsquawk US Market Wrap
Wall St Rallies as Fed’s Powell Nods to Easing Inflation After Rate Hike – Reuters
Bonds, Big-Tech, Bitcoin, & Bullion Blast Off As Dovish Powell Pussys Out – Zerohedge
S&P 500 closes higher on Wednesday, Nasdaq adds 2% as investors look past Fed’s rate hike – cnbc
Fed Traders See Pivot From Rate Hikes to Rate Cuts in Second Half – bbg
The Fed opts for a 25bp rate rise, with at least one more hike to come – ing
Fed’s Powell Says Could Raise Rates Beyond December, Gives Nod to Disinflation – Reuters
Wall Street Reacts To Powell’s Surprising Dovish Presser – Zerohedge
Wall Street Shrugs Off ‘Fed’s Tough Talk’ to Cheer Smaller Hikes – bbg
Key Takeaways From Fed Decision to Raise Rates a Quarter Point – bbg
Fed Delivers Small Rate Increase; Powell Suggests ‘Couple’ More Hikes Coming – Reuters
Full recap of the Federal Reserve’s rate hike and Chairman Jerome Powell’s news conference – CNBC
Explainer-Why the U.S. Inflation Reduction Act Has Rattled Europe – Reuters
FedEx is laying off 10% of its officers and directors amid cooling demand – cnbc
Rivian Cuts 6% of Workforce, Spares Blue Collar Workers – bbg
European stocks close lower as markets await Fed’s latest rate decision – cnbc
Cyberattack on Software Firm ION Snarls Derivatives Trading – bbg
Morgan Stanley’s Equities Chief Sees Risk of Profit Letdowns Quickening – bbg
Just Make it Up: Job Openings Unexpectedly Soar As Labor Department Now Guessing What The Number Is – Zerohedge
U.S. Job Openings Unexpectedly Increase in December – Reuters
US Job Openings Surge Past 11 Million as Fed Zeros In on Labor – bbg
US Manufacturing Surveys Signal Accelerating Stagflation In January – Zerohedge
U.S. Manufacturing Sector Sinks Further in January – ISM – Reuters
US Factory Gauge Falls for Fifth Month to Lowest Since May 2020 – bbg

 

US PREMARKET
Stocks making the biggest premarket moves: Peloton, Snap, AMD, Electronic Arts & more – cnbc
Spanish Housing Defies Global Trend as Prices Increase by Most in 17 Years – bbg
ADP Says Jobs Growth In January Slowest In 2 Years, Blames Weather – Zerohedge
Peloton no longer at ‘brink of extinction’ as losses narrow – bbg
OPEC+ committee recommends no change in oil output policy at virtual meeting – cnbc
Bond Bulls Are Waiting for the Next Housing Market to Crack – bbg
Euro zone inflation dips for a third straight month as energy prices continue to fall – cnbc
Fed Preview: Three scenarios and its implications for EUR/USD and USD/JPY – TDS – FXSTREET
End of Easy-Cash Era Is Going to Hurt – Reuters
ChatGPT Unleashes Stock Trader Stampede for Everything AI – bbg
Traders See AI Technology Shaping Their Future, JPMorgan Finds – bbg
Gundlach Suspects Fed Will Push Back Against Pivot Narrative – bbg
Wall Street’s Feel-Good Start to 2023 Sets Up Perilous Fed Day – bbg
U.S. Remains Biggest Destination for German Exports for Eighth Year in a Row – Reuters
Novartis Says Operating Profit to Grow Again in 2023 – Reuters
European stocks head for higher open as markets await Fed’s latest rate decision – cnbc

Marketmind: A Quart and Two Halves – Reuters
Marketmind: Lights, Camera, Action – Reuters

Asia-Pacific shares trade higher as investors gear up for Fed rate hike decision – cnbc
China’s Economic Recovery Still Patchy Despite Brighter Outlook – bbg
China’s Reopening Boost to Commodities Prices Is Losing Power – bbg
Foreign Investors Pull Out of India Stocks as Adani Saga Unfurls – bbg
Adani Flagship Falls After Last-Minute Completion of Share Sale – bbg
Asia’s Factory Activity Contracts Despite China’s COVID Reopening – Reuters
China’s Jan Factory Activity Contracts at Slower Pace – Caixin PMI – Reuters
Housing Slump Deepens From US to China in Risk to Global Growth – bbg
South Korea’s Export Decline Persists as Global Economy Weakens – bbg

Asia Stocks to Rise as US Shares Rally Before Fed: Markets Wrap – bbg

 

Tuesday 01/31

Business Live – guardian

Why AMD is faring much better than Intel in the same tough economy – cnbc
AMD Shares Climb as Server Market Helps Sales Forecast – bbg
AMD beats on sales and profit but warns of a 10% revenue decline in Q1 – cnbc
Snap CEO Says Digital Ad Slump Has Leveled Off – bbg
Snapchat+ Subscription Service Draws More Than 2 Million Users – bbg
Snap shares plunge on weak revenue as digital ad struggles continue – cnbc
Electronic Arts Cuts Bookings View on ‘Star Wars’ Game Delay, Spending Slowdown – Reuters
Electronic Arts Falls on Weak Forecast, Star Wars Game Delay – bbg
Oreo Maker Mondelez Tops Quarterly Estimates as Snack Demand Holds Up – Reuters
Amgen Reports Sales, Profit That Outpace Wall Street Estimates – bbg
Dow closes 350 points higher, S&P 500 caps best January in four years – cnbc
Payments Firm PayPal to Lay off 7% of Its Workforce to Cut Costs – Reuters
Wharton professor Jeremy Siegel warns the Dow could drop 1,000 points ‘immediately’ if the Fed goes too big with its next rate hike – fortune
First NFT ETF Is Closing as Once-Hot Crypto Trend Fizzles Out – bbg
Stocks making the biggest moves midday: GM, McDonald’s, UPS, Pulte, International Paper and more – cnbc
U.S. Crude and Petroleum Products Demand Rises in November -EIA – Reuters
Dogecoin superfans push meme coin to 2-month high as Elon Musk considers crypto payments for Twitter – fortune
The biggest risk to the market is no recession at all in 2023, JPMorgan strategist says – businessinsider
Europe to Take Toughest View Yet in Key Test for Bank Payouts – bbg
European Shares End Lower but Log Biggest January Gain in Eight Years – Reuters
U.S. Consumer Confidence Ebbs in January; Inflation Expectations Rise – Reuters
Short seller Jim Chanos warns Tesla bulls the good times are over—permanently – fortune
Bitcoin Beating US Government Bonds Is a Whole Vibe Shift in Markets – bbg
U.S. Execs Sound a Note of Caution Even as Earnings Outstrip Estimates – Reuters


US PREMARKET
US Housing Market Cools With Prices Down 2.5% From Peak in June – bbg
US Labor Costs Trail Forecasts, Adding to Slower Inflation Signs – bbg
U.S. Labor Cost Growth Smallest in a Year; Labor Persistently Tight – Reuters
Important wage inflation measure for the Fed rose less than expected in Q4 – cnbc
European Stocks Trim Best Start of Year Since 2015 Ahead of ECB – bbg
Activist Elliott Discloses Stake in Germany’s Vantage Towers – bbg
AMD’s Shares to Shine Brighter Than Peers in Chip-Industry Downturn – bbg
Spotify Shares Jump on Bullish Outlook as More Users Tune In – Reuters
Spotify shares pop 10% on strong user growth – cnbc
UPS Beats Quarterly Profit Target, Poised for ‘Cloudy’ 2023 – Reuters
Caterpillar Costs Bite in First Earnings Miss Since 2020 – bbg
Marathon Petroleum Tops Profit Estimates on High Demand, Tight Supplies – Reuters
McDonald’s Sales, Profit Top Estimates as Inflation Persists – Reuters
Caterpillar Profit Falls as Costs Weigh – Reuters
Caterpillar Warns of China Demand Slipping Below 2022 Levels – bbg
Exxon Beats Estimates, Posts Record $56 Billion 2022 Profit – bbg
Analysis-GM Goes Slow on EVs as Rivals Fight a Price War – Reuters
GM Shoves Aside Recession Fears With Robust 2023 Forecast – Reuters
GM Beats on Profit and Sales, Sees Continued Strength in 2023 – bbg
The Covid pandemic drives Pfizer’s 2022 revenue to a record $100 billion – cnbc
Pfizer Sees Steep 2023 Fall in COVID Sales, Aims to Bolster Pipeline – Reuters
Pfizer 2023 Outlook Disappoints as Covid Business Drops Off – bbg
Pfizer Loses $43 Billion of Value in Worst Month Since 2009 – bbg
Euro Zone Economy Unexpectedly Grows in Q4 but Weak 2023 Looms – Reuters
Euro zone economy posts surprise expansion in the fourth quarter, curbing recession fears – cnbc
Top Bond Fund Bets Markets Are Wrong on Rates, Again – bbg
Italy’s Economy Contracts in Q4, Raising Recession Fears – Reuters
Traders Prepare for Pound Boost From Northern Ireland Deal Talk – bbg
French Inflation Rises to 7.0% in January on Energy Prices – Reuters
Global Inflation Fight Far From Over, IMF Chief Economist Says – bbg
World’s Biggest Stock Holder Returns Slide 14%, Most Since 2008 – bbg
Goldilocks Is Back! Markets Start 2023 in Red-Hot Form – Reuters
Best Stocks of 2022 Become World’s Worst Performers in January – bbg
Europe’s Luxury Stocks Have Room to Rise, but Becoming Costly – Reuters
UK to Be the Only G-7 Economy in Recession This Year, IMF Says – bbg
IMF Raises World Economic Outlook for the First Time in a Year – bbg
IMF hikes global growth forecast as inflation cools and household spending surprises – cnbc
German Retail Sales Post Surprise Plunge in December Amid Rising Prices – Reuters
France Eked Out 0.1% Growth in Q4 as Energy Crisis Eased – Reuters
Investors Cheer After UniCredit Lifts Payout Goal by 40% – Reuters
UniCredit hikes payout goal by 40% after record profit – cnbc
UBS Flags Uncertain Year Ahead After Profit Beats Forecasts – Reuters
UBS Profit Beats Expectations as Rates Offset Trading Slowdown – bbg
Swiss bank UBS gets a boost from higher interest rates, beats expectations in fourth quarter – cnbc
European markets head for lower open ahead of euro zone GDP data, Fed meeting – cnbc

Marketmind: Mind the Gap – Reuters
Marketmind: ‘Soft Landing’ or ‘No Landing’? – Reuters

ASIA NEWS
Asia-Pacific shares trade mixed; China manufacturing activity shows growth – cnbc
Foreigners Scoop Up China Shares With January Inflow at Record – bbg
Alibaba Loses $23 Billion in One Day in Sign Rally Is Easing Off – bbg
Morgan Stanley Says Buy the Dip After Hong Kong Stocks Slumped – bbg
China Electric-Car Upstart Xpeng Pushes Back Profit Goal After Horror Year – bbg
The World’s Next Big Inflation Surprise Is Looming In China – bbg
Samsung Sees Phone Market Shrinking Again After 2022 Woes – bbg
China’s Economic Activity Rebounds Sharply After Reopening – bbg

Asia Stocks Set to Extend Monthly Gain Before Fed: Markets Wrap – bbg

 


Monday 01/30

Business Live – guardian

Hot Spanish inflation catalyses profit taking ahead of Chaos Week – Newsquawk US Market Wrap 
Hawkish Shift In Fed Expectations Sparks Selling In Bonds, Big-Tech, & Black Gold – Zerohedge
Tech, Megacaps Drag Wall St to Lower Close as Big Market Week Kicks Off – Reuters
Stocks close lower, Dow sheds more than 250 points to snap six-day win streak – cnbc
Big Tech Is Still 20% Bloated Even After Layoffs, BofA Says – bbg
“This Is Not A Normal Situation”: A Semiconductor Rout Is On As Supply Balloons And Demand Dissipates – Zerohedge
Nobel Economist Krugman Says Markets Too Confident Inflation Is Over – bbg
Stocks making the biggest moves midday: Carvana, Colgate-Palmolive, Tesla and more – cnbc
Bitcoin Premium Hits 60% In Nigeria As Country Limits ATM Cash Withdrawals – Zerohedge
Carvana’s 2023 Rally Tops 100% as Options Fuel Meme-Style Frenzy – bbg
Ford cuts prices on electric Mustang Mach-E, following Tesla’s lead – cnbc
Europe Stocks Slip as Hot Spanish Inflation Data Fans Rate Hike Concerns – Reuters
HSBC Asset Says Fed to Cut Rates by Full Point If Growth Falters – bbg
“Recession Is On Its Way” – Dallas Fed Shows Factory Activity Slumps For 9th Straight Month – Zerohedge
Fed’s Wall Street Clash Sets Stage for Powell’s Hawkish Message – bbg

Marketmind: This Might Hurt – Reuters

Even on $100k Plus, More Americans Are Living Paycheck-to-Paycheck – bbg
Dollar’s Decline Is a Rare Nasdaq Tailwind as Earnings Loom – bbg
Russia’s Oil Cargoes Surge With Pipe Down and Fuel Ban at Hand – bbg
Barclays Turns Bullish on European Banks, Downgrades Utilities – Reuters
Hedge Funds Are Record Short Bonds As Market Cuts Dovish Fed Bets – Zerohedge
Hedge Funds Boost Treasury Shorts to Record on Doubts Over Rally – bbg
The Mouse That Roared: New Zealand and the World’s 2% Inflation Target – Reuters
Morgan Stanley’s Wilson Says Don’t Buy the Rally as Fed Looms – bbg
Key Events This Extremely Busy Week: “One For The Record Books” – Zerohedge
Euro Zone Economic Sentiment Rises in January to Seven-Month High – Reuters
Spanish Inflation Unexpectedly Jumps After Months of Easing – bbg
Renault Agrees to Lower Nissan Stake in Historic Rebalancing – bbg
German Economy Unexpectedly Shrinks in Q4, Reviving Spectre of Recession – Reuters
Germany May Still See Recession After Fourth-Quarter Contraction – bbg
Ryanair Predicts Profitable Run to Continue as Bookings Return – bbg
Philips Scraps 6,000 Jobs in Drive to Improve Profitability – Reuters
Philips Sees Sales Growth, Embarks on Cost-Cutting Push – bbg
European markets head for lower open as investors focus on Fed meeting this week – cnbc

Marketmind: Breathe In – Reuters
iPhone Sales, Zuckerberg’s Metaverse Bet, Spotify Pricing: Earnings to Watch – bbg

 

Adani shares volatile as group rebuts short-seller report, Chinese stocks head for bull market – cnbc
Asia Shares Turn Cagey as Rate Hikes, Earnings Loom – Reuters
Profit-Taking Hits Chinese Stocks After Lunar New Year Break – Zerohedge
Taiwan Stocks Poised for Bull Market as Chip Shares Extend Gains – bbg
China’s Holiday Rebound Points to Upside for Global Oil Demand – bbg
China’s Economy Shows Muted Improvement During Holiday Period – bbg
BOJ Kuroda Stresses Need to Maintain Ultra-Easy Policy – Reuters
Huawei Spinoff Is Lone Winner in Dire Year for China Smartphones – bbg
Lithium’s Historic Rally Fuels Record Profits for China’s Miners – bbg
Investors Call for More Tools to Hedge China Market Risks – bbg

Stocks Buoyed by China Reopen; Rate Decisions Loom: Markets Wrap – bbg

 

Post Views: 3,070