Weekend 04.26 & 04.27
What Trump’s next 100 days will mean for taxes, markets and your wallet – Marketwatch
JPMorgan Survey Shows Consensus Over Weak Dollar, US Stagflation – Reuters
Big Tech Earnings, US Jobs Data Highlight Busy Week for Markets – Reuters
Friday 04.25
Stocks mixed amid strong Google earnings while trade uncertainty lingers – Newsquawk US Market Wrap
‘Deal, Or No Deal’ – Big Week For Stocks, Bonds, & Bitcoin Despite World Questioning Trade-Talks – Zerohedge
S&P 500 closes higher for a fourth day in a row, notches 4% gain for the week – cnbc
Fed Survey Finds Global Trade Fight, Policy Uncertainty Top Financial Stability Risks – Reuters
Financial Stability Report – FED
What a plunge in shipping traffic from China says about tariffs, stocks and the economy – Marketwatch
Stocks making the biggest moves midday: T-Mobile, Alphabet, Tesla, Intel, Saia and more – cnbc
US Pharma Tariffs Would Raise US Drug Costs by $51 Billion Annually, Report Finds – Reuters
Goldman estimates foreign investors were selling U.S. stocks big, but isn’t worried – cnbc
Foreign investors dumped $63B in U.S. equities, Goldman says – bbg
Global Equity Funds See Second Week of Inflows on Easing US-China Tariff Tensions – Reuters
European Shares Hit 3-Week High as US-China Trade Tensions Ease – Reuters
Brainwashed Democrats Continue To See Imminent Inflation-pocalypse; But UMich Sentiment Improved Intra-Month – Zerohedge
US Consumer Sentiment Remains Weak in April on Tariffs Concerns – Reuters
Bitcoin Extends Gains As Fed Pulls Biden-Era Guidance On Bank’s Crypto Dealings – Zerohedge
US PREMARKET
Stocks making the biggest moves premarket: Meta Platforms, Intel, Alphabet and more – cnbc
Colgate-Palmolive’s Quarterly Results Beat, Raises Annual Sales Forecast – Reuters
Futures Slide After Trump Interview Reverses Boost From China Tariff Cut Reports – Zerohedge
Germany Downgrades Growth Outlook, Now Expects Recession For Record 3rd Year, Blames Trump – Zerohedge
Amazon sellers raise prices after Trump’s China tariff: ‘It’s unsustainable’ – cnbc
European markets set to open higher as Wall Street notches three-day win streak – cnbc
Asia-Pacific markets climb as investors assess a possible thaw in U.S.-China trade war – cnbc
BYD’s Quarterly Profit Surges at Fastest Pace in Nearly Two Years – Reuters
Thursday 04.24
Stocks making the biggest moves after hours: Alphabet, Intel, T-Mobile and more – cnbc
Alphabet Surges After Easily Beating Estimates, New $70 Billion Stock Buyback – Zerohedge
Alphabet shares rise on stronger-than-expected revenue growth – cnbc
Intel issues weak guidance, says it will slash expenses this year – cnbc
Stocks and bonds rise on trade optimism and dovish Fed speak – Newsquawk US Market Wrap
Wall Street’s rally roars into a 3rd day as companies’ profits keep piling up, for now at least – bbg
Stocks & Bonds Extend Gains As Fed Feud Fades, ‘Executive Put’ Strengthens – Zerohedge
Wall Street Ends Higher on Tech Boost, Easing Tariff Tensions – Reuters
S&P 500, Nasdaq close higher for third-straight day, fueled by tech gains – cnbc
Stocks making the biggest moves midday: PepsiCo, Texas Instruments, ServiceNow, IBM and more – cnbc
One of the biggest bulls on Wall Street throws in the towel for 2025 on mounting economic concerns – cnbc
STOXX 600 up as Automakers, Materials Gain; Trump Policy Shifts in Focus – Reuters
‘Bond king’ Jeffrey Gundlach predicts our next financial hangover — and it’s sobering – Marketwatch
Stocks making the biggest moves premarket: Texas Instruments, IBM, Southwest, ServiceNow, Hasbro & more – cnbc
Freeport-McMoRan Profit Slightly Beats, Flags Higher Costs Amid Tariffs – Reuters
PepsiCo Prints “Rare” Earnings Miss As Volatility & Uncertainty Mount – Zerohedge
Futures Drop On Tariff Concerns As Dollar Slides – Zerohedge
European markets set for somber open as relief rally stalls – cnbc
Asia-Pacific markets mixed as Trump softens trade stance against China – cnbc
South Korea’s quarterly GDP contracts for the first time in four years as construction activity plunges – cnbc
Nvidia supplier SK Hynix warns of demand volatility after quarterly profit soars 158% on AI boom – cnbc
Wednesday 04.23
Business Live – guardian
Trump floats ‘substantial’ China tariffs cuts in trade deal – bbg
Stocks making the biggest moves after hours: Chipotle, Texas Instruments, ServiceNow and more – cnbc
IBM beats on earnings and revenue, maintains full-year guidance – cnbc
Stocks rally on trade hopes and Trump having no plans to fire Powell – Newsquawk US Market Wrap
Wall Street Rallies as Worries About Tariff War, Powell Tenure Subside – Reuters
Wall Street rises and markets rally worldwide as Trump softens his tough talk on tariffs and the Fed – bbg
Headline Roulette Returns To Wreak Havoc Across Markets – Zerohedge
Dow closes 400 points higher, but ends session well off the highs of the day – cnbc
Beige Book Finds Inflation Mentions Tumble To 3 Year Low, Biggest “Headcount Reductions Are In Government Roles” – Zerohedge
Analysts explain Tesla’s rally despite Q1 miss – bbg
Stocks making the biggest moves midday: Duolingo, Tesla, Boeing, Gildan Activewear and more – cnbc
Are U.S. Treasuries really losing their safe-haven appeal? – bbg
Adidas Posts Forecast-Beating Quarterly Profit on Strong Sneaker Demand – Reuters
Ray-Ban maker EssilorLuxottica confirms outlook, to raise US prices due to tariffs – Reuters
Meta Expands AI Access on Ray-Ban Smart Glasses in Europe – Reuters
Kering Sales Drop More Than Expected in First Quarter as Gucci Crisis Deepens – Reuters
European Shares at Near Three-Week Highs as U.S.-China Trade Tiff Appears to Ease – Reuters
US New Home Sales Surged In March As Mortgage Rates Tumbled, But… – Zerohedge
After Dismal European PMIs, US Services Sector Slumps, Manufacturing Jumps Ahead Of Tariff Deadlines – Zerohedge
Tariffs Restrain US Business Activity, Boost Asking Prices for Products – Reuters
ECB’s Lagarde: U.S. Tariffs Could Have a Disinflationary Impact in Europe – Reuters
Futures Surge After Trump Tones Down Rhetoric On China, Powell – Zerohedge
IMF Says Tariff Pressures to Push Global Public Debt Past Pandemic Levels – Reuters
Europe chip stocks face 20-40% more downside in a ’GFC’ or ’Dotcom’ scenario: UBS – investing
Euro Zone Business Growth Stalls in April, PMI Shows – Reuters
Germany’s Private Sector Slips Back Into Contraction in April, PMI Shows – Reuters
Software giant SAP’s shares surge 9.3% after first-quarter profit beat – cnbc
European stocks head for higher open as global market sentiment rebounds – cnbc
Hong Kong stocks lead gains in Asia on hopes of de-escalation in U.S.-China tensions – cnbc
Tuesday 04.22
Stocks making the biggest moves after hours: Tesla, Enphase Energy, Oklo, Bristol Myers Squibb and more – cnbc
Tesla Misses On Sales, EPS , Slams “Uncertainty” In Automotive Market, But Affirms Affordable Model “Remains On Track” For H1 2025 – Zerohedge
Tesla reports 20% drop in auto revenue as first-quarter results miss Wall Street estimates – cnbc
Stocks rally as risk-on returns with the Dollar finding relief as trade talks & earnings pick up – Newsquawk US Market Wrap
Bitcoin Bid As Gold Skids, Stocks Bounce Amid ‘Soft’ Data Slump – Zerohedge
Wall Street Ends Higher on Earnings, Hopes of Easing Tariff Tensions – Reuters
Wall Street rallies and recovers Monday’s losses as the dollar and U.S. bond market steady – bbg
Dow jumps 1,000 points Tuesday to snap four-day string of losses – cnbc
Fed’s Independence ‘Foundational’ to Better Economic Outcomes, Kashkari Says – Reuters
Stocks making the biggest moves midday: 3M, Northrop Grumman, Halliburton, CoreWeave and more – cnbc
US Defense Contractors Mostly Maintain Forecasts Despite Trump Tariffs – Reuters
Northrop Grumman Crashes Most Since Dot-Com Era On “Unexpected” Stealth Bomber Charge – Zerohedge
European Shares Close Higher as Financials, L’Oreal Rise; Fed Spat Still a Worry – Reuters
Trump says ‘there is a chance’ tariff revenue could replace the income tax. Economists are skeptical – cnbc
‘Soft’ Data Slaughter Continues As Richmond Fed Manufacturing New Orders Expected To Be The Worst Ever… – Zerohedge
Strategist who called end of U.S. exceptionalism sees no recovery – bbg
IMF warns of ‘major negative shock’ from Trump’s tariffs – guardian
IMF Slashes Global GDP Forecasts, Warns Of Trade War Fallout For China, US – Zerohedge
IMF Cuts Growth Forecasts for Most Countries in Wake of Century-High US Tariffs – Reuters
IMF slashes global growth forecast, says downside risks dominate – bbg
IMF slashes 2025 U.S. growth forecast to 1.8% from 2.7%, citing trade tensions – cnbc
Container Orders Plummet – Trade Deals Now Or Economic Depression Soon – Zerohedge
Wells Fargo Analysts Say Amazon Paused Some Data Center Lease Commitments – Zerohedge
Stocks making the biggest moves premarket: GE Aerospace, Amazon, 3M and more – cnbc
Nvidia stock: Bank of America breaks down 4 key investor concerns – investing
Lockheed Martin’s quarterly profit rises on resilient defense demand – Reuters
Futures Rebound On Trade Deal Optimism, Gold Hits Another Record – Zerohedge
Europe markets close higher; ECB’s Lagarde says there is scope for EU-U.S. tariff negotiations – cnbc
Asia-Pacific markets subdued after Trump’s attack on Fed chair sends Wall Street tumbling – cnbc
Monday 04.21
Stocks fall and yields steepen as Trump ramps up pressure on Powell – Newsquawk US Market Wrap
Gold & Crypto Surge, Dollar & Stocks Purged As Trump-Fed Feud Escalates – Zerohedge
Wall St Ends Sharply Lower Following Trump’s Anti-Powell Tirade – Reuters
US Stocks Nosedive as Trump Harangues Powell – Reuters
Wall Street and the dollar tumble as investors retreat further from the United States – bbg
Dow drops 1,000 points as Trump again attacks Powell and sows investor doubt – cnbc
Hedge Funds Cut ‘Mag Seven’ to Two-Year Low Ahead of Earnings – Reuters
Fed’s Goolsbee Hopes US Not Moving to Where Monetary Independence Is Questioned – CBS ‘Face the Nation’ – Reuters
Stocks making the biggest moves midday: Hertz, Nvidia, Amazon, Apple and more – cnbc
Amazon stock gets a rare downgrade call, new Street-low target – investing
US Bond Funds Suffer Fifth Weekly Outflow on Tariff-Driven Inflation Fears – Reuters
Ed Yardeni on soft investor sentiment: ’It’s always darkest before the dawn’ – investing
Investors Pour Into European Equity Funds, Flee U.S. on Tariff Woes – Reuters
Trump needs to start talking about the bullish policy too: Berman – bbg
Sentiment & Stock Prices Spark Biggest Plunge In US Leading Economic Indicators In 17 Months – Zerohedge
US Leading Indicator Declines Sharply in March Amid Tariffs – Reuters
Trump needs to start talking about the bullish policy too: Berman – bbg
These Emerging Markets Will Be Hit The Hardest By A Long Trade War – Zerohedge
Wedbush’s Dan Ives Warns About “Code Red” Situation Unfolding At Tesla – Zerohedge
U.S. exceptionalism faces challenges amid ‘steepening’ of U.S. Treasury yield curve: portfolio manger – bbg
US Stock Futures, Dollar, Treasuries Tumble On Powell Punt Panic; Gold, Bitcoin Soar – Zerohedge
Dollar Crashes On Powell Removal Speculation, Gold Soars To All Time High And Bitcoin Suddenly Spikes – Zerohedge
World’s economic chiefs to face Trump’s trade war in Washington – bbg
Trump’s tariffs will likely hurt U.S. economy. Immigration crackdown makes it worse – bbg
Key Events This Week: Global PMIs, US Durables, IMF Meeting And Earnings Galore – Zerohedge
First shockwaves of Trump’s tariffs are about to hit the world economy – bbg
Asia-Pacific markets trade mixed as China keeps benchmark lending rates steady – cnbc
Five things to watch in markets in the week ahead – investing