Weekend 03/13 & 03/14
Wells Fargo, JPMorgan See Ire Over Timing of Stimulus Checks – Bloomberg
Carnival CEO: Cruise industry won’t be back to normal until 2023 – thehill
Morgan Stanley Warns Inflation Is Now “Entering The Overshoot” – Zerohedge
The US and Canada went onto daylight savings over the weekend – clocks forward 1 hour – forexlive
Europe Stays In Lockdown Mode – Zerohedge
FX weekly: Time for J-Powws “taper tantrum” – Zerohedge
Explained: The 3 Major COVID-19 Variants – Zerohedge
Air Travel Hits Highest Level In A Year Amid Eased Restrictions, TSA Says – Zerohedge
Inflation Watch: Beware The Ides Of March – Zerohedge
Goldman’s Clients Are Asking If There Are Any Cheap Stocks Left – Zerohedge
One Year On: Visualizing Key Events In The COVID-19 Timeline – Zerohedge
Air travel is picking up as TSA records highest passenger screenings in nearly a year – cnbc
“It’s Never Different This Time” – Creator Of Bond Volatility Gauge Warns Selloff Isn’t Over – Zerohedge
Cash-Out Home Refinancings Hit Highest Level Since Global Financial Crisis – Zerohedge
What’s Next: Here Comes Biden’s $2 Trillion Infrastructure Package – Zerohedge
IRS starts sending $1,400 direct payments – thehill
How Bad Could It Get? – Zerohedge
Friday 03/12
Business Live – guardian
What’s Behind The Latest Bond Rout, And Where Does It End: BMO Explains – Zerohedge
The EV Sector Is A “Big Market Delusion”, Research Affiliate’s Arnott Says – Zerohedge
Great Ideas Revisited: Use Cash-Out Refis To Buy Stocks And Remodel – Zerohedge
Rabo: The Overton Window Has Not Just Shifted, But Has Been Removed… Taking The Wall With It – Zerohedge
US Producer Prices Soar Most Since 2018 As Gas Prices Spike – Zerohedge
Lordstown Shares Crater After Hindenburg Alleges Fake Order “Mirage” – Zerohedge
Crypto Slides After CFTC Probes Binance On Derivative Trades – Zerohedge
Another Trade Finance Domino Falls – Zerohedge
Italy Imposes National Lockdown As Mutant COVID Strains Spread – Zerohedge
Global investors continue to pour money into equity funds, shrugging off inflation fears – Reuters
Here are Friday’s biggest analyst calls of the day: Exxon, T-Mobile, Denny’s, Apple & more – CNBC
GLOBAL MARKETS-Asian stocks up on dovish ECB as Biden signs stimulus – Reuters
Even The Banks Are Bailing Now: Dealers Dump Record Amount Of Treasurys – Zerohedge
Why JPMorgan’s Chief Economist Thinks The $1.9TN Biden Stimulus Won’t Spark Runaway Inflation – Zerohedge
February Was The Worst Month For Growth Stocks Since The Bursting Of The Dot Com Bubble – Zerohedge
Thursday 03/11
Business Live – guardian
Watch Live: ECB’s Lagarde Sharply Hikes 2021 Inflation Forecast – Zerohedge
S&P 500 jumps 1% to a record as Biden signs new stimulus, Nasdaq rallies 2.5% – cnbc
Biden signs historic $1.9 trillion Covid-19 relief law – cnn
Biden wants bipartisan support for infrastructure, but GOP and Dems are already drawing battle lines – cnbc
Yields Slide After Solid 30Y Auction – Zerohedge
GE stock extends losses after Gecas sale, JPMorgan’s Tusa warns on debt – cnbc
“Supply Has Become Difficult To Absorb”: JPMorgan Issues Stark Warning About US Treasury Auctions – Zerohedge
ECB: Looking through inflation (and platitudes) – ing
ECB plans to ramp up bond buying to tackle surging yields – cnbc
Lagarde Surprise: Bund Yields Plunge After ECB Announces “Significantly Faster” Bond Purchases – Zerohedge
European markets head for higher open after approval of U.S. Covid stimulus – cnbc
Asian stocks rally after Dow hits record as inflation worries ease – Reuters
China, Hong Kong stock rebound gains traction as chipmakers surge on supply plan, tame US inflation data – scmp
China stocks jump on upbeat lending data, Hong Kong tracks Wall Street rally – Reuters
US and China set up semiconductor working group to ease export controls, improve supply chain security – scmp
U.S. 10-year yield could spike ‘well above’ 2% in the next three months, strategist says – cnbc
Wednesday 03/10
Business Live – guardian
The $1.9 trillion stimulus bill is headed to Biden’s desk—here’s what it includes for unemployment – cnbc
Dow rallies 460 points to close at a record as bond yields fall, House passes new stimulus – cnbc
Dow at record high, stocks gain as inflation fears recede – Reuters
Business groups issue both praise and criticism on COVID relief bill’s passage – thehill
What you need to know about the third round of stimulus payments – cnbc
Biden’s ‘Morning in America’ moment sparks a furious debate – politico
House passes $1.9 trillion Covid relief bill, sends it to Biden to sign – cnbc
House Passes $1.9 Trillion Stimulus; Next Stop, Biden’s Desk – Zerohedge
Roblox surges 43% in debut on NYSE – Reuters
BofA Answers Who Bought Last Week’s Tech Rout – Zerohedge
10Y Yield Tumbles To Session Low After Superb 10 Year Auction – Zerohedge
Stocks making the biggest moves midday: GE, Tupperware, United Natural Foods and more – cnbc
SEC Issues Investor Alert About Celebrity SPACs After Bruising Selloff – Zerohedge
Dizzying rotations and inflation rapids – Reuters
JPM Now Expects Wave Of Stimmy Buying To Offset Massive $316BN In Month-End Selling – Zerohedge
CPI Jumps In Feb, BLS Admits It’s Making Most Of It Up – Zerohedge
U.S. consumer prices rise; underlying inflation muted for now – Reuters
EMERGING MARKETS-Asia stocks mostly higher on positive U.S., China cues – Reuters
China stocks rebound from near 3-month low as investors hunt for bargains – Reuters
China February factory prices roar back, consumer deflation ebbs – Reuters
Tuesday 03/09
Business Live – guardian
Tech bounces back — Here’s what analysts say investors should watch – cnbc
Goldman Does The SLR Math, Stumbles On An Huge, $2 Trillion Problem – Zerohedge
“The VIX Will Go Over 100 During The Next Downturn” – Jeff Gundlach Live Webcast – Zerohedge
Nasdaq roars back 3.6% for its best day in 4 months, S&P 500 adds more than 1% – cnbc
Zoom Founder Transfers $6BN Stake Comprising 40% Of His Net Worth – Zerohedge
JPMorgan to Launch ‘Cryptocurrency Exposure Basket’ of Bitcoin Proxy Stocks – yahoofinance
The Bull Market Is On Shaky Ground – Zerohedge
We are going from an inflow tsunami to a selling tsunami in the next weeks – Zerohedge
European stocks extend gains on support from oil, utilities – Reuters
“Investors Are On Their Own” – BofA Says Fed Won’t Intervene On Rates, Fears 1987 Replay – Zerohedge
Was That It For The Value Trade: JPM Warns Further Dollar Strength Will Hammer Commodities – Zerohedge
Boeing monthly aircraft orders outpace cancellations for first time since 2019 – cnbc
Boeing Surges After Net Orders Turn Positive For The First Time In 14 Months – Zerohedge
German exports post surprise rise as China trade sizzles – Reuters
U.S. House to vote Wednesday on Biden’s $1.9 trillion COVID-19 package – Reuters
“Not Since Madoff…” – Greensill Collapse Could Ripple Through Markets In A Systemic Way – Zerohedge
Chinese EV trio eye HK listings this year to raise combined $5 billion – sources – Reuters
The Dangers Of A Central Bank Digital Currency – Zerohedge
Bitcoin mania triggers fundraising rush by Chinese players – Reuters
Don’t Look Now But The Chinese Currency Is Starting To Move – Zerohedge
EMERGING MARKETS-Most Asian stocks gain as U.S. yields ease – Reuters
Tesla keeps China’s EV competitors at bay with a threefold jump in deliveries of its cut-price Model Y – SCMP
China stock rout deepens as market bears overwhelm local and foreign fund managers – SCMP
Venezuela Issues Million-Bolivar-Bill Worth 50 Cents As Hyperinflation Rages – Zerohedge
Repo Chaos Continues: “Market Just Doesn’t Know Where To Price The 10-Year” – Zerohedge
By One Gauge, Inflation Fears Are The Highest This Century – Zerohedge
Monday 03/08
Stocks making the biggest moves after the bell: Zoom Video, Stitch Fix, Invitae & more – cnbc
Dow rises 300 points to touch a record, Nasdaq sheds 2% as rotation out of tech continues – cnbc
The Word “Rotation” Is Now Justified – Zerohedge
Liquidity Tsunami Foiled: Why This Has Major Implications For Markets – Zerohedge
PayPal is acquiring crypto security company Curv for less than $200 million – cnbc
Greensill Files For Administration – Who’s Left Holding The Bag? – Zerohedge
From farming to finance, Greensill’s crusade sparked supply chain reaction – Reuters
Surge in Rates May Be Overstating the Case for Inflation – pimco
Disney shares pop on promise of California Disneyland reopening – cnbc
ECB Scrambles To Gauge European Banks’ Exposure To Collapsing Trade Finance Giant – Zerohedge
Fed extends small business liquidity facility three months to June 30 – Reuters
Lagarde Does It Again: ECB’s QE Purchases Drop For 2nd Week Despite Bond Rout, Puzzling Markets – Zerohedge
Goldman Sachs forecasts a jobs boom, says unemployment rate could fall to 4.1% by the end of 2021 – cnbc
Here are Monday’s biggest analyst calls of the day: Microsoft, Coca-Cola, Peloton, Target & more – cnbc
Bitcoin on your balance sheet? Here’s what you need to know – Reuters
Stocks making the biggest moves in the premarket: Athene, Apollo Global, GE, AerCap & more – cnbc
ECB preview: Shadow boxing – ING
Let’s talk about bonds: Five questions for the ECB – Reuters
Key Events This Week: All Eyes On CPI And The 10Y Auction – Zerohedge
World shares ease as yields and oil ring inflation alarm – Reuters
Norwegian Billionaire Jumps On Crypto Bandwagon, Predicts One Bitcoin Worth “Millions Of Dollars” – Zerohedge
Chinese app Meitu buys $40 million worth of bitcoin and ethereum – cnbc
Price and policy fears drive Chinese investors into cloistered stocks – Reuters
China blue-chip index falls most in over 7 months on policy tightening fears – Reuters
PIMCO Rings The Alarm Over China’s Sliding Credit Impulse – Zerohedge