Weekend 04.04 & 04.05
European ministers call for a tax on energy company windfall profits as Iran war drives price surge – cnbc
Trump warns Iran ’48 hours before all Hell will reign down,′ while search for missing crew member intensifies – cnbc
Friday 04.03
U.S. payrolls rose by 178,000 in March, more than expected; unemployment at 4.3% – cnbc
Thursday 04.02
Dow closes lower as Trump comments dampen traders’ hopes for Iran war ending – cnbc
Stocks making the biggest moves midday: Tesla, NextDecade, General Motors, Delta Air Lines & more – cnbc
Blue Owl caps private credit funds redemptions at 5% after steep request levels – cnbc
Oil gains with Brent surging more than 6% as Trump’s Iran war speech stokes fears of further escalation – cnbc
Trump Iran speech recap: President again says war is nearly over, vows ‘extremely hard’ hits in coming weeks – cnbc
European stocks fall as tech sector faces worst day since February 3 – cnbc
Asia-Pacific markets reverse gains as investors assess Trump’s speech on Iran war – cnbc
Wednesday 04.01
Oil tumbles back to $100 a barrel and stock markets soar on hopes Middle East war will end soon – business live – guardian
Oil supply crunch will worsen in April, IEA warns as it weighs releasing more strategic reserves – cnbc
Wall Street Ends Higher on Speculation About End to Iran War – Reuters
Dow jumps 200 points to start April as traders bet Middle East conflict will soon end – cnbc
Iran sets up ‘toll booth’ in Strait of Hormuz, as oil tankers detour via Larak Island for safe passage – cnbc
Stocks making the biggest moves midday: Eli Lilly, Hasbro, Philip Morris, Intel, Micron & more – cnbc
Europe’s STOXX 600 Jumps Over 2% on Middle East De-Escalation Hopes – Reuters
US Manufacturing Sector Grows in March; Supplier Delivery Performance Deteriorates – Reuters
US Retail Sales Strong in February; Rising Gasoline Prices Will Hurt Spending – Reuters
Stocks making the biggest moves premarket: Nike, RH, Sandisk & more – cnbc
Private sector hiring totaled 62,000 in March, better than expected, ADP says – cnbc
Euro Zone Factories See Jump in Input Costs, Supply Snags, Survey Shows – Reuters
German Manufacturing Expands in March Despite Iran War Supply Strains, PMI Shows – Reuters
Europe stocks rebound strongly as Trump says Iran war will end in weeks – cnbc
South Korea’s Kospi leads rebound in Asia markets as Trump says Iran war could end in weeks – cnbc
Tuesday 03.31
Business Live – guardian
Iran Says ‘Prepared To End War’ If Security Guarantees Offered, But Still No Direct Negotiations – Just ‘Messages’ – Zerohedge
Analysis-US Tech Stocks Struggle for Safe Haven Appeal in Iran Market Fallout – Reuters
Analysis-Treasury Market’s Next Test: Rising War Costs – Reuters
Nike earnings beat estimates despite tariff hit and uneven recovery in China, North America – cnbc
Stocks surge with Dollar & oil hit on end-of-war hopes – Newsquawk US Market Wrap
Wall Street Soars as Traders Bet on Potential War Off-Ramp – Reuters
Dow surges 1,100 points, S&P 500 posts best day since May as hopes grow for end of Iran war – cnbc
Microsoft closes worst quarter on Wall Street since 2008 on AI concerns: ‘Redmond is in a pickle’ – cnbc
Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record – Zerohedge
Private Lenders Delay Reckoning With Payment Concessions on Stressed Debt – Reuters
Stocks making the biggest moves midday: Snap, McCormick & Co, Rocket Lab, Apellis, Marvell & more – cnbc
European Shares Snap Eight-Month Winning Streak as Mideast Conflict Weighs – Reuters
US Banks Raising Borrowing Costs for Private Credit Funds as AI Fears Pummel Valuations, Sources Say – Reuters
Unilever’s $16 billion move shows a shift is happening in consumer products – cnbc
Conference Board Confidence Unexpectedly Jumped Amid War In March – Zerohedge
US Consumer Confidence Rises, but Job Openings and Hiring Drop Sharply – Reuters
Job Openings Drop After Huge Upward Revision As Hires, Quits Unexpectedly Plunge To Six Year Low – Zerohedge
US Job Openings Fall in February; Hiring Lowest Since Pandemic – Reuters
Stocks making the biggest moves premarket: McCormick, Diageo, Nvidia & more – cnbc
Futures Jump On Hopes Of War De-escalation, Korea Enters Bear Market On Memory Rout – Zerohedge
Big Tech’s $635 billion AI spending faces energy shock test, S&P Global says – investing
Millions of Bad Loans Hobble Greece’s Economic Recovery, IMF Official Says – Reuters
“Price Collapse” Hits Memory Sticks As Hoarded Inventory Floods Market After Google’s DeepSeek Moment – Zerohedge
European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks – Zerohedge
European stocks head for mixed open as Unilever confirms $15.7 billion food merger talks with McCormick – cnbc
Asia markets mostly fall as Trump comments on Iran war stoke oil volatility – cnbc
China’s factory activity returns to growth, expanding at its sharpest pace in a year – cnbc
Monday 03.30
Business Live – guardian
Trump Signals Response To Haifa Refinery Strike ‘Shortly’ As WH Mulls Uranium Seizure Op; Bessent Vows To ‘Retake’ Hormuz ‘Over Time’ – Zerohedge
Global Bonds Stagger Toward Steep Monthly Losses as War’s Economic Toll Mounts – Reuters
Middle East war rages on as Dollar extends higher, while Yen benefits from jawboning – Newsquawk US Market Wrap
Wall Street Indexes End Mostly Lower as Investors Weigh Middle East Conflict Outlook – Reuters
S&P 500 closes lower Monday as oil prices continue their climb – cnbc
Nvidia’s PE Sinks to Seven-Year Low as War and AI Angst Weigh – Reuters
Is this 2022 all over again? JPMorgan says not quite, and here is why – investing
How the War in the Middle East Is Affecting Energy, Trade, and Finance – imf
Stocks making the biggest moves midday: Fannie Mae, Boston Scientific, Blackstone, Palo Alto Networks and more – cnbc
European Stocks Edge Higher; Middle East Jitters Temper Relief – Reuters
Powell Says Fed Can ‘Wait and See’ How War Affects Inflation – Reuters
Dallas Fed Mfg Activity Holds Near One Year High Despite Plunge In Respondent Sentiment On Iran War – Zerohedge
Stocks making the biggest moves premarket: Sysco, CrowdStrike, Alcoa & more – cnbc
Futures, Gold Jump As Yields Fall Despite Surging Oil As Recession Fears Surpass Inflation Concerns – Zerohedge
Eurozone economic sentiment drops sharply in March amid Iran war – investing
Factbox-What G7 Countries Are Doing to Cap Energy Prices – Reuters
Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls – Zerohedge
Aluminium jumps as supply fears deepen on Iran’s attacks on Middle East plants – Reuters
German State Inflation Points to National Uptick as Iran War Heats Up – Reuters
The Food Supply Chain Is Breaking… Again – Zerohedge
Morgan Stanley Downgrades Global Equities; Sees US as ‘Defensive’ Market Amid Mideast Conflict – Reuters
Oil prices rise with Brent heading for record monthly surge as Iran war enters fifth week – CNBC
Morgan Stanley downgrades global equities; sees US as ’defensive’ market amid Mideast conflict – Reuters
South Korea’s Kospi leads declines in Asia as Middle East war enters fifth week – cnbc
Key Events This Holiday-Shortened Week: Payrolls, PMI, ISM, Retail Sales And Fed Speech – Zerohedge
Week Ahead: U.S. Employment Data; Eurozone, Swiss, SK, Tokyo and Turkish CPIs; Japan Tankan; BOJ, BOC and RBA Minutes; Macron Visits Japan – cb