Friday 02.28
Dollar bid in wake of Trump/Zelensky clash, while Stocks roar into month-end close – Newsquawk US Market Wrap
Wall Street rallies, and Dow jumps 600 to make a dreary February not so bad – bbg
Wall Street Ends Higher After Zelenskiy and Trump Clash – Reuters
“Thank F**k February’s Over!” – Rate-Cut Hopes Jump As Stocks & Crypto Dump – Zerohedge
S&P 500 surges more than 1% Friday to end stormy February as investors look past Trump-Zelenskyy clash – cnbc
‘Trump Put’ Looms as S&P Reverses Election Rally, BofA Says – bbg
Instant View: Trump-Zelenskiy Clash Adds to Market Nervousness – Reuters
Stocks making the biggest moves midday: Nvidia, Autodesk, Duolingo, Alibaba and more – cnbc
Tumbling Tesla Shares Leave Investors Bracing for More Losses – bbg
Atlanta Fed Model Suddenly Signals US Recession As Stagflation Takes Hold – Zerohedge
US Goods Trade Deficit Widens Sharply in January – Reuters
Americans’ Savings Rate Soars As First Official Signs Of DOGE Success Emerge – Zerohedge
US Consumer Spending Posts First Drop in Almost Two Years – Reuters
Instant View: January PCE Inflation No Surprise, Cools Year on Year – Reuters
Fed’s favorite core inflation measure hits 2.6% in January, as expected – cnbc
S&P Futures Rebound From Thursday Rout Which Wiped Out All 2025 Gains; Bitcoin Crash Continues – Zerohedge
Softer Inflation, Weak Growth Bolster Case for ECB Rate Cuts – Reuters
German Price Growth Unchanged, Sounding ‘Stagflation’ Warning – Reuters
German inflation stays unchanged at hotter-than-expected 2.8% in February – cnbc
French Inflation Below 1% for First Time in 4 Years in February, Preliminary Data Shows – Reuters
British Airways Owner IAG Profit Beats Estimates, Plans Share Buyback – Reuters
Europe stocks secure 10-week winning streak, outperforming U.S. in February – cnbc
Asia-Pacific markets fall as Trump confirms tariffs to proceed next week – cnbc
Thursday 02.27
Stocks making the biggest moves after hours: Dell, Autodesk, Duolingo, NetApp and more – cnbc
HP Beats Quarterly Revenue Estimates on Steady PC Market Recovery – Reuters
Dell Forecasts Upbeat Full-Year Profit on Cost Cuts, Robust AI Server Demand – Reuters
Trump tariffs shake markets as NVDA sparks Tech selloff – Newsquawk US Market Wrap
S&P 500 Ends Down as Nvidia Tumbles Following Report – Reuters
Market Meltdown Accelerates… – Zerohedge
Markets today: Wall Street falls sharply as Nvidia tumbles 8.5% and AI mania falters – bbg
Stocks tumble, deepening February’s decline, as Trump affirms tariffs coming and Nvidia dives 8% – cnbc
Stocks making the biggest moves midday: Nvidia, Snowflake, Rolls-Royce and more – cnbc
European Stocks Fall From Record as Trump Ramps Up Tariff Threat – bbg
US Pending Home Sales Collapse To Record Lows – Zerohedge
Q4 GDP Unchanged In First Revision, Despite Hotter Core PCE – Zerohedge
US Core Capital Goods Orders Beat Expectations in January – Reuters
US Weekly Jobless Claims Post Largest Gain in Five Months; Weather Blamed – Reuters
Trump says Mexico, Canada tariffs will start March 4, plus additional 10% on China – cnbc
Stocks making the biggest moves premarket: Nvidia, Snowflake, Salesforce, eBay and more – cnbc
Futures Jump As “Good Enough” Nvidia Results Reboot Rally – Zerohedge
Shares of British aerospace giant Rolls-Royce jump 16% on upbeat outlook, profit beat – cnbc
Trump threatens to slap 25% tariffs on EU, says bloc was always meant to hurt the U.S. – cnbc
Europe markets open lower after Trump says EU tariffs are coming ‘very soon’; Rolls-Royce up 15% – cnbc
Asia markets trade mixed as key Wall Street benchmarks rise amid fresh Trump tariff threats – cnbc
Wednesday 02.26
Stocks making the biggest moves after hours: Nvidia, Snowflake, eBay, Nutanix and more – cnbc
Nvidia Blows Away Expectations As It Sells “Billions” Of Blackwell Chips, Stock Goes Nowhere – Zerohedge
Nvidia sales grow 78% on AI demand, company gives strong guidance – cnbc
Salesforce misses on revenue, issues disappointing guidance – cnbc
Stocks mixed and bonds bid with focus on Trump tariff talk – Newsquawk US Market Wrap
Trump Tariff Twist Trounces Dead-Cat-Bounce, Crypto Carnage Continues As Yield Curve Re-Inverts – Zerohedge
S&P 500, Nasdaq End Barely Changed as Investors Await Nvidia Results – Reuters
S&P 500 ekes out gain on Wednesday, ending four-day run of losses – cnbc
New York Fed Research Flags New Inflation Vector From Tariffs on China Imports – Reuters
Stocks making the biggest moves midday: AppLovin, Flywire, Bloomin’ Brands, Advance Auto Parts and more – cnbc
European Shares Close at Record High After Upbeat Earnings; US-Ukraine Deal in Focus – Reuters
European Stocks Hit Record High With Eyes on Earnings, Ukraine – bbg
Potential US Copper Tariffs Seen Costing Domestic Industry Dearly – Reuters
New Home Sales Plunge In January As Mortgage Rates Spiked – Zerohedge
Meta In Talks For $200 Billion Data Center Project That “Would Dwarf” All Of Its Other Projects – Zerohedge
Morning Brief: Trump Opens Door to New Metal Levy; U.S. Tax Cut Chances Rise; China Plans Bank Capital Injections; Brussels Plans €100B To Boost Made-in-EU Clean Manufacturing – cb
Oil major BP to slash renewable spending and double down on fossil fuels in strategy reset – cnbc
Stocks making the biggest moves premarket: Super Micro Computer, General Motors, Lowe’s, Intuit and more – cnbc
Lowe’s Forecasts Muted Annual Profit on Uncertain Economy, Cautious Spending – Reuters
Full text of the US-Ukraine investment deal released. Includes infrastructure and ports – forexlive
US Futures Jump Ahead Of Nvidia Earnings, Europe Hits Another Record – Zerohedge
Stellantis Cautious on Turnaround Time as It Searches for New CEO – Reuters
European markets head for higher open as traders focus on earnings reports – cnbc
Hong Kong’s Hang Seng jumps as city pledges to develop itself into an artificial intelligence hub – cnbc
Alibaba CEO Wu meets Chongqing party secretary for possible AI partnerships – SCMP
China to Inject at Least $55 Billion of Fresh Capital Into Several Big Banks – BBG
China to Start Re-Capitalizing Banks With $55 Billion, Bloomberg News Reports – Reuters
Tuesday 02.25
Business Live – guardian
Inflation, looming trade war take a toll as confidence of the U.S. consumer tumbles – ap
Explainer-When Will Mass US Government Firings Show up in Data? – Reuters
Stocks slump after weak consumer confidence data, bonds bid; NVDA earnings ahead – Newsquawk US Market Wrap
Wall Street Ends Mixed in the Face of Mounting Uncertainties – Reuters
‘In The Midst Of A Negative-Feedback Loop’: Bonds Bid As Retail Rout Wrecks Everything Else – Zerohedge
S&P 500 slides for a fourth day after consumer confidence data disappoints, Nasdaq drops 1% – cnbc
Stocks making the biggest moves midday: Krispy Kreme, Chegg, Zoom Communications and more – cnbc
Tesla Sales Fall 45% Across Europe, As Buyers Respond To Musk’s Move To Politics – Zerohedge
STOXX 600 Ends Higher After Banks, Healthcare Offset Declines in Tech – Reuters
European stocks rise as healthcare gains outweigh tech drop – bbg
Europe’s Top AI Plays Extend Slide, Microsoft Data Centre Worries Persist – Reuters
Trump Policy Concerns Send US Consumer Confidence Plummeting to Eight-Month Low – Reuters
Conference Board Consumer Confidence Collapses As Inflation Fears Soar – Zerohedge
February consumer confidence posts biggest drop since 2021 in latest sign of slowing economy – cnbc
US Home Prices Accelerated To New Record High In December (Except Tampa Again!) – Zerohedge
Home Depot earnings beat Wall Street estimates, as retailer breaks comparable sales losing streak – cnbc
Futures Drop As Momentum Massacre Crushes Bitcoin – Zerohedge
European Car Sales Drop in January as Falling Combustion Engines Outweigh EV Gains – Reuters
UK to Target 3% of GDP for Defence Spending, to Cut Aid Budget – Reuters
Trump Seeks Tougher Chip Controls On China To Curb Advancements – Zerohedge
LNG demand to jump 60% by 2040, Shell forecasts – FT
German Economy Shrank by 0.2% in Q4, Statistics Office Confirms – Reuters
European markets open mixed as lackluster sentiment spreads – cnbc
Japan’s Nikkei 225 leads losses in Asia-Pacific as Trump tariff threats dent investor sentiment – cnbc
China Sets Targets in a Trumpian World of Uncertainty – BBG
Monday 02.24
Business Live – guardian
German election results explained in graphics – dw
Trump targets China with biggest salvo so far in second term – bbg
Euro struggling to maintain boost from German election – saxo
Stocks add to Friday losses with Tech underperforming – Newsquawk US Market Wrap
‘No Panic, But Discomfort Is High’ – Bonds & Bullion Bid As Momo-/Meme-Stock Meltdown Continues – Zerohedge
Nasdaq Closes Down as AI Caution Weighs on Tech, Nvidia Results in Focus – Reuters
Markets today: Wall Street slips to compound last week’s sharp losses – bbg
S&P 500 closes lower Monday as market’s comeback attempt fizzles – cnbc
The U.S. and Ukraine are closing in on a mineral deal. What changed, and what comes next? – bbg
Stocks making the biggest moves midday: Berkshire Hathaway, Robinhood, Nike, Palantir and more – cnbc
Alibaba Shares Tumble as Trump Order Stirs China Trade Angst – bbg
Microsoft “Strongly Refutes” Cowen Report It Is Canceling Data Center Orders… But Questions Remain – Zerohedge
Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas’ – cnbc
Gold Marks Fresh Record After Bullion-Backed ETFs See Inflows – bbg
Gold ETFs Drew Largest Weekly Inflow Since March 2022, Says WGC – Reuters
Apple Goes MAGA: $500 Billion Investment Plan In America, 20,000 New Jobs – Zerohedge
Apple to open AI server factory in Texas as part of $500 billion U.S. investment – cnbc
German Shares Steal Spotlight After Merz’s Conservatives Win Vote – Reuters
S&P 500 rout poses fresh test for Wall Street’s dip-buying habit – bbg
Tesla Prepares to Deploy Full Self-Driving Features in China, Bloomberg News Reports – Reuters
“Keep Lowering Rates, Please!” – Tariff Scare Slams Texas Manufacturing Survey Down Most Since COVID Lockdowns – Zerohedge
Stocks making the biggest moves premarket: Domino’s Pizza, Alibaba, Rivian, Palantir Technologies & more – cnbc
Futures Rebound From Biggest Drop Of 2025 – Zerohedge
BlackRock Investment Institute upgrades European equities to ‘neutral’ – Reuters
Merz’s conservatives push for quick coalition talks after German election win – Reuters
Euro, Stock Futures Rise After Conservatives Win German Election – Reuters
German Business Morale Stagnates in February Ahead of Election – Reuters
Morning Bid: Relief as German Vote Dodges Extremes – Reuters
German elections bring complicated coalition talks – ing
European stocks head for broadly higher open as traders react to German election results – cnbc
Key Events This Week: Nvidia Earnings, PCE, Consumer Confidence, And Fed Speakers Galore – Zerohedge
Five things to watch in markets in the week ahead – investing
Trump to use CFIUS to restrict Chinese investments in strategic areas, White House official says – Reuters