Weekend 04/03 & 04/04
Biden’s US$2.25 trillion infrastructure plan boldly recognises public sector role – scmp
Made in U.S.A. Reflation Trade Is One Export World Doesn’t Want – Bloomberg
“Record Market Fragility”: Something Snapped In Q1… And What Goldman Expects For Q2 – Zerohedge
Uranium Prices Poised To Rally – Zerohedge
Goldman Asks “Is There A More Interesting Chart On Planet Earth Right Now” – Zerohedge
China Encouraging More Capital Outflows To Ease Pressure On Yuan – Zerohedge
Assets of public offering of funds hit 21.78t yuan in China – chinadaily
Why is the New Zealand government telling its central bank to focus on rising house prices? – brookings
RECORD-HIGH INCREASE IN S&P 500 EPS ESTIMATES FOR Q1 – factset
Friday 04/02
Blowout jobs report could power stocks higher in the week ahead -cnbc
Small Caps & Crypto Soar, Bonds Battered After Big Jobs Beat – Zerohedge
U.S. factories desperate for workers, even as ranks of jobless remains high – Reuters
March hiring accelerated to 916K, yet many jobs remain lost – apnews
Who’s Hiring And Who’s Firing: A Golden Age For Waiters And Teachers – Zerohedge
Huge Beat: March Jobs Soar By 916K, Smashing Expectations – Zerohedge
Tesla delivered 184,800 vehicles in the first quarter of 2021, Model S and X production dropped to zero – cnbc
Tesla Delivers 184,800 Vehicles In Q1, Model S/X Deliveries Plunge – Zerohedge
US New Vehicle Sales For March Smashed Expectations – Zerohedge
Buchanan: Joe Biden’s Bid To Remake America – Zerohedge
Rehypothecated Leverage: How Archegos Built A $100 Billion Portfolio Out Of Thin Air… And Then Blew Up – Zerohedge
Deliveroo Debut Declared “Worst IPO In London’s History”, Sign Of Amsterdam’s Growing Dominance – Zerohedge
Thursday 04/01
As Russian Tanks Move Toward Ukraine, The Globe Braces For World War 3 – Zerohedge
RECORD-HIGH INCREASE IN S&P 500 EPS ESTIMATES FOR Q1 EARNINGS – FACTSET
Global equities could receive April boost after a pause in rally – Reuters
OPEC+ decides to gradually curb output cuts as demand concerns persist – CNBC
U.S. manufacturing sector index races to 37-year high in March: ISM – Reuters
Weekly jobless claims higher than expected despite signs of labor market improvement – cnbc
Europe’s IPO market roars back to life, can it last? – Reuters
Here are Thursday’s biggest analyst calls of the day: GE, Apple, Carnival, Netflix, Disney & more – cnbc
Euro zone factory activity soared in March but supply issues loom – Reuters
European stocks inch towards record high as PMIs, chip rally support – Reuters
German manufacturing grows at fastest rate on record in March but Suez blockage may bode ill: PMI – Reuters
Five market trends investors are focused on for the second quarter – Reuters
Asia’s factory recovery picks up but cost pressures emerge – Reuters
Wednesday 03/31
Business Live – guardian
President Biden unveils his $2 trillion infrastructure plan – here are the details – cnbc
The hard part: Biden infrastructure-linked tax hikes face hurdles in Congress – Reuters
“The Moment America Won The Future” – Biden Unveils Multi-Trillion Infrastructure-Taxation Plan – Zerohedge
Micron Earnings, Revenue Beat in Q2 – investing
S&P 500 rises lifted by tech shares, closes out best month since November – cnbc
IMF Warns World Economy Is at Risk of Being Scarred by Virus – Bloomberg
WTO hikes 2021 trade growth forecast, but COVID-19 risks linger – Reuters
France Headed For New National Lockdown As COVID Cases Surge – Zerohedge
Microsoft wins $21.9 billion contract with U.S. Army to supply augmented reality headsets – Reuters
Tokyo Tapers: BOJ Slows April Bond Purchases, Puts Bond Traders On Edge – Zerohedge
Global Container Shortage Could Last Until September, Chinese Shipping Exec Says – yg
Explainer: Why is there a global chip shortage and why should you care? – Reuters
Crypto Flash-Crashes Overnight, Goldman Joins Morgan Stanley On Bitcoin Bandwagon – Zerohedge
Goldman to offer investments in digital assets for wealth management clients – Reuters
ADP Employment Data Disappoints In March, Service Sector Jobs Soar – Zerohedge
Amazon-backed Deliveroo tanks in London market debut – cnbc
CME To Launch Micro-Bitcoin Futures; Options Traders Betting On $80k By End-April – Zerohedge
European stocks near record high; Deliveroo tumbles in debut – Reuters
Huawei’s growth slowed dramatically in 2020 as U.S. sanctions take their toll – cnbc
Daimler says 2021 off to strong start, to speed up electrification – Reuters
Analysis: Shaken by Greensill, German towns pull millions from banks – Reuters
Asia’s worst stock market last year is now one of the region’s top performers – cnbc
Asian shares defensive, set for monthly loss on bond rout – Reuters
China’s strong factory growth in March bolsters economic recovery – Reuters
Growth in China’s services sector surges in March – Reuters
Tuesday 03/30
Business Live – guardian
Biden to lay out infrastructure plans as part of massive economic proposal – cnbc
Stocks Sink As Fed’s Kaplan Admits “Challenges” Due To “Excess Risk-Taking” – Zerohedge
Dow slips more than 100 points from a record high, Apple and Microsoft lead losses – cnbc
S&P 500 ends down slightly; tech trims losses as yields come off highs – Reuters
A “Very Surprised” JPMorgan Calculates The Damage From The Archegos Collapse – Zerohedge
Forget The Losses: Here Are The Real Reasons Traders Are Spooked About The Archegos Implosion – Zerohedge
American Airlines Gains as Jefferies Calls It Best Positioned in Recovery – investing
Credit Suisse’s Outlook Cut to Negative by S&P as Bonds Tumble – bloombergquint
How Goldman And Other Wall Street Giants Loaned Billions To Someone Who Traded Like A Meme Stock Gambler – forbes
Analysis: Corporations, wealthy pay in Biden infrastructure plan, not drivers and riders – Reuters
“The Largest Tax Hike In Generations” Could Pay For Up To 75% Of Biden’s Next Spending Plan – Zerohedge
76 all-cash offers on one home. The housing madness shows no signs of slowing – cnn
How will Month / Quarter End Affect the Dollar? – bk
Berlin Halts AstraZeneca Jab As Germany Weighs Limiting It To Older Patients – Zerohedge
That settles it: Visa is making life way easier for crypto businesses – fortune
Stocks making the biggest moves premarket: Discovery, ViacomCBS, Credit Suisse, PayPal, Roku & more – cnbc
Crushed Archegos Portfolio Stocks Start Announcing Buybacks, Spike In Premarket – Zerohedge
PayPal launches crypto checkout service – Reuters
Wells Fargo’s likely role in Archegos could draw regulatory scrutiny: J.P. Morgan analysts – Reuters
Credit Suisse in firing line after Archegos losses – Reuters
Debacle at Archegos throws excessive risk-taking into spotlight – Reuters
Asia shares mixed as broader worries about U.S. hedge fund default ease – Reuters
Xiaomi is investing $10 billion to join the electric car race – cnn
Xiaomi launches its first foldable phone and camera chip as it looks to challenge Samsung – cnbc
China stocks jump as investors cheer corporate earnings; Hong Kong up – Reuters
Monday 03/29
Credit Suisse and Nomura warn of losses after hedge fund fire sale – business live – guardian
President Biden Announces 90% of the Adult U.S. Population will be Eligible for Vaccination and 90% will have a Vaccination Site Within 5 Miles of Home by April 19 – whitehouse
S&P 500 pares losses and turns flat as investors weigh the fallout from margin-call rout – cnbc
FinTech Company Mogo Offers $3,100 In Bitcoin To Open Or Refi A Mortgage – Zerohedge
Nike, Adidas taken off app stores in China market – GT
Global banks brace for losses from Archegos fallout – Reuters
Stocks making the biggest moves midday: Nomura, ViacomCBS, Boeing and more – cnbc
US stocks fall after a $30 billion wave of selling tied to hedge-fund Archegos rattles traders – msn
Boeing, Tencent Music Rise Premarket; Goldman Sachs Falls – investing
Exclusive-Visa moves to allow payment settlements using cryptocurrency – Reuters
Banks warn on losses after Archegos Capital stock unwind – Reuters
Asia shares edge higher, oil slips as Suez Canal ship re-floated – Reuters