Weekend 05.10 & 05.11
Bessent Says US, China Made “Substantial Progress” On Deal After “Very Constructive” 2 Days Of Negotiations – Zerohedge
A Brief Visual History Of US Trade Disputes – Zerohedge
Friday 05.09
Crypto Soars, Stocks Snore, Rate-Hawks Roar As Trade War Tension Floors – Zerohedge
Wall St Closes Near Flat With Focus on US-China Talks – Reuters
Dow drops more than 100 points Friday as investors await U.S.-China trade talks – cnbc
Tech’s strong ad sales are showing signs of cracking from Trump’s trade war – cnbc
Stocks making the biggest moves midday: Insulet, Pinterest, Sweetgreen, Lyft, Microchip Technology and more – cnbc
Investors Pull Money Out of US Equity Funds for a Fourth Straight Week – Reuters
Futures Gain Ahead Of US-China Trade Talks – Zerohedge
US Oilfield Giants Brace for Tough Times as Price Slide Rattles Producers – Reuters
Boeing is the first winner in new era of piecemeal trade deals – yahoofinance
UK Steel Sector Urges Clarity on Timeframe for 0% US Tariffs – Reuters
The aluminum sector isn’t moving to the U.S. despite tariffs — due to one key reason – cnbc
CNBC Daily Open: Wall Street cheered U.S.-UK trade deal — London market, not really – cnbc
Europe stocks set to rise as investors look ahead to U.S.-China trade talks in Switzerland – cnbc
ASIA NEWS
Asia-Pacific stocks trade mixed as investors parse China trade data – cnbc
China’s exports surge as shipments to Southeast Asian countries offset plunge in U.S. trade – cnbc
Reports of the death of Chinese exports have been greatly exaggerated – ing
Thursday 05.08
Business Live – guardian
Trading Day: Tariff Tensions Cool, Markets Sizzle – Reuters
The world is caught like a deer in the headlights – ing
Stocks making the biggest moves after hours: Affirm, Coinbase, Pinterest and more – cnbc
Coinbase Quarterly Profit Falls as Expenses Jump – Reuters
Coinbase shares fall after first-quarter revenue misses Wall Street estimates – cnbc
Risk on trade as tariff optimism grows – Newsquawk US Market Wrap
Wall Street rises on hopes for trade deals that could forestall a recession – bbg
Bitcoin & Big-Tech Soar As Beijing, Brits, & Better Data Spark Bond Bloodbath – Zerohedge
Dow closes 200 points higher after Trump announces outline of UK trade deal – cnbc
Stocks making the biggest moves midday: AppLovin, Carvana, MercadoLibre, Crocs and more – cnbc
US dollar soars as the market sniffs out improvement on the trade front. 4 reasons why – forexlive
Analysis-Scarred UK Assets Soothed by US Trade Pact, BoE Rate Cuts – Reuters
Trump Hails U.S.-U.K. Trade Deal As “Breakthrough”, Says Lower Barriers Will Unlock Transatlantic Growth – Zerohedge
Trump unveils United Kingdom trade deal, first since ‘reciprocal’ tariff pause – cnbc
Palantir now among 10 most valuable U.S. tech companies — its earnings multiple is astronomical – cnbc
US Worker Productivity Declines in First Quarter – Reuters
U.S. productivity, economy’s secret sauce, falls for first time in almost 3 years – Marketwatch
US Labor Market Stays Resilient, but Workers Less Productive in Q1 – Reuters
Initial Jobless Claims Refuse To Weaken In Face Of CEO Dissonance – Zerohedge
Stocks making the biggest moves premarket: Shopify, AppLovin, Peloton, Tapestry and more – cnbc
Futures, Global Markets Jump On Trump Trade Deal With UK – Zerohedge
In ‘Divided’ Decision, BoE Cuts Rates, Plays Down Tariff Fears; Trump Trounces “FOOL” Powell For No Fed Cut – Zerohedge
Rheinmetall posts 73% surge in Q1 sales, driven by defense demand, civil weakness – investing
Puma reaffirms guidance after a slight revenue beat in first quarter – investing
US Tariff Uncertainty Weighs on Infineon’s Revenue Outlook – Reuters
Shipping giant Maersk, a bellwether for global trade, cuts global container market outlook – cnbc
European stocks set for higher open as traders brace for more earnings, central bank moves – cnbc
Asia-Pacific markets trade mixed after U.S. Federal Reserve keeps rates unchanged – cnbc
Toyota sees 21% full-year profit decline as tariffs take a bite – cnbc
China-Led Funds Spur Largest Monthly Inflow Into Gold ETFs in Three Years – Reuters
Boeing Secures Order From Taiwan’s China Airlines – yahoofinance
Wednesday 05.07
Looming US-China trade talks lift Asian stock markets; China cuts interest rates – business live – guardian
Trump administration set to end Biden’s U.S. chip export restrictions – cnbc
Stocks making the biggest moves after hours: AppLovin, Arm Holdings, Flutter Entertainment, Fortinet and more – cnbc
Arm shares drop on weak forecast – cnbc
Stocks and bonds chop as Powell maintains wait-and-see approach – Newsquawk US Market Wrap
Stocks, Bonds, & Bitcoin Jump On China ‘Hope’, Powell ‘Nope’, & Trump ‘Rope-a-Dope’ – Zerohedge
Late Rally Lifts Stocks After Fed Holds Rates Steady – Reuters
Wall Street climbs in choppy trading after U.S. Fed warns of rising risks for economy, holds rates steady – bbg
S&P 500 closes higher in volatile session as traders grapple with Fed and trade developments – cnbc
Consumer Debt Jumps In March As Student Debt Unexpectedly Soars – Zerohedge
Fed Rejects Trump Calls To Cut Rates: Warns Of “Increased” Stagflationary “Uncertainty” – Zerohedge
Fed meeting live updates: Fed Chair Powell talks rate outlook, stagflation risk – cnbc
Stocks making the biggest moves midday: Alphabet, Disney, Arista Networks, Super Micro and more – cnbc
European Shares Slip as Investors Assess Earnings, Await Fed Rate Decision – Reuters
Uber’s Quarterly Revenue Miss Turns Spotlight on Slowing Ride-Hailing Growth – Reuters
Futures Rise Ahead Of FOMC, Boosted By Trade War De-escalation, China Stimmies – Zerohedge
Investors fled to Europe and Japan after Trump’s tariffs jolted U.S. markets, Bank of America says – cnbc
BMW Expects Car Tariffs to Fall From July in Upbeat Take on Trade War – Reuters
BMW posts stable Q1 results with strong EV growth and profitability – investing
Novo Nordisk cuts 2025 guidance as drug copycats hit Wegovy sales, posts first-quarter profit beat – cnbc
European markets head for mixed open as traders focus on Fed decision – cnbc
Hong Kong stocks lead gains in Asia-Pacific as China lays out plans to ease policy – cnbc
China announces sweeping measures to ease policy in bid to shore up trade-war hit economy – cnbc
China says U.S. asked for trade meeting in Switzerland – cnbc
Tuesday 05.06
Trump officials Bessent and Greer to meet with Chinese counterparts on trade, economic issues – cnbc
Stocks making the biggest moves after hours: Super Micro Computer, Wynn Resorts, Electronic Arts and more – cnbc
AMD earnings beat as overall sales surge 36% – cnbc
Super Micro issues weak guidance, cites ‘economic uncertainty and tariff impacts’ – cnbc
Stocks continue to trim recent gains ahead of FOMC with Bonds bid and Dollar sold – Newsquawk US Market Wrap
U.S. stocks sink again as more companies detail damage they’re taking because of Trump’s trade war – bbg
Bullion, Bonds, & Black Gold Bid, But Stocks Skid As Bessent Bats Down Beijing Deal Bets – Zerohedge
Dow slides nearly 400 points, S&P 500 books back-to-back losses as path on trade deals remains unclear – cnbc
Stocks making the biggest moves midday: Palantir, Tesla, DoorDash, Ford and more – cnbc
Trump Drug Price Idea Could Cost Industry $1 Trillion, Lobbying Group Says – bbg
Corporate America plans record stock buybacks as turmoil mounts – bbg
Trading Day: Absent Tariff Clarity, Nerves Fray – Reuters
Tariff-Frontrunning Sparks Record Trade Deficit In March – Zerohedge
Stocks making the biggest moves premarket: Palantir Technologies, Ford Motor, Vertex Pharmaceuticals, DoorDash and more – cnbc
U.S. oil production has likely peaked and will start to decline due to price plunge, Diamondback CEO warns – cnbc
German Parliament Backs Merz As Chancellor In Second Vote After “Shock” Failure In First Attempt – Zerohedge
Ford Shares Slide After Net Income Plunge, Suspended Guidance – Zerohedge
Paul Tudor Jones Warns About New Market Lows, Skynet-Style AI Threat To Humanity – Zerohedge
EU targets €100 billion of U.S. goods with tariffs if talks fail – bbg
UK and India strike a trade deal amid U.S.-led tariff tensions – cnbc
Futures Slide On Latest Batch Of Disappointing Earnings, Lack Of Trade War Progress – Zerohedge
European stocks set for a tepid start; FTSE poised to open higher, continuing its winning streak – cnbc
Asia-Pacific stocks mixed as investors assess trade developments in the region – cnbc
Monday 05.05
India Offers Zero-for-Zero Tariffs on Auto Parts, Steel From US – bbg
Stocks making the biggest moves after hours: Palantir Technologies, Ford Motor, Mattel, Clorox and more – cnbc
Ford Pulls Guidance, Warns It Will Take $1.5 Billion Hit From Trump’s Tariffs – Reuters
Palantir lifts full-year guidance as CEO Karp cites ‘tectonic shift’ in AI adoption – cnbc
Stocks and Dollar off lows after strong ISM Services PMI – Newsquawk US Market Wrap
S&P 500 Snaps 9-Session Win Streak After Latest Trump Tariff – Reuters
Gold Gains, Crude Crushed As Stocks’ Big Win-Streak Ends Abruptly – Zerohedge
Wall Street loses ground, breaking a 9-day winning streak, and crude oil prices tumble – bbg
S&P 500 snaps nine-day winning run as uncertainty on tariff deals weighs on markets – cnbc
JPMorgan Says AI Helped Boost Sales, Add Clients in Market Turmoil – Reuters
Berman: What can we learn from Warren Buffett’s portfolio? – bbg
Citigroup CEO Says Most Business Clients Can Absorb 10% Tariffs – Reuters
Stocks making the biggest moves midday: Berkshire Hathaway, Skechers, Tyson Foods and more – cnbc
STOXX 600 Posts Longest Winning Streak in Nearly Four Years; Focus on Fed, Tariff Updates – Reuters
ISM Services Survey Surprises To Upside As Prices Paid Surge – Zerohedge
US Services Sector Expands With Hints of Rising Price Pressures – Reuters
Skechers to be acquired by 3G Capital in take-private deal, shares soar 25% – cnbc
US PREMARKET
Stocks making the biggest moves premarket: Howard Hughes, Henry Schein, Netflix and more – cnbc
Goldman Sachs Lowers Oil Price Forecast After OPEC+ Decision to Boost Output – Reuters
One chart shows how Warren Buffett trounced the S&P 500 over the past 60 years – yahoofinance
European firms fare better than feared through early trade pain – bbg
U.S. crude oil prices fall more than 4% after OPEC+ agrees to surge production in June – cnbc
European markets mixed, Erste Group Bank rises 6% after acquiring stake in Santander’s Polish unit – cnbc
ASIA NEWS
Australia stocks fall after Prime Minister Albanese returns to power; Asian currencies rally – cnbc
Foxconn Says April Revenue Rose 25.54% Y/y, Sees Q2 Growth – Reuters
Analysis-Taiwan Dollar’s Record Rally Is a Trade-War Tremor – Reuters