TOP MARKETS NEWS: Week 05/10 – 05/16

Weekend 05/15 & 05/16

FX weekly: Oprahnomics works until it no longer does – nordea
Morgan Stanley: This Is The Biggest Threat To The Red-Hot Global Recovery – Zerohedge
Goldman Warns Of “Substantial” Surge In Home Prices, Expects Bigger Housing Bubble Than 2007 – Zerohedge
AT&T in advanced talks to merge WarnerMedia with Discovery, deal expected as soon as tomorrow – cnbc
Regulator launches investigation into market manipulation, illegal activities – forexlive
B of A: “Transitory” Inflation And Supply Chain Imbalances Are Hitting Autos Hardest – Zerohedge
Bitcoin drop under $46K on Musk tweet – implies is selling or has sold Tesla BTC – forexlive
Gundlach Warns Bitcoin Has Become “Poster Child” For “Speculative Fever” Gripping Markets – Zerohedge
3 Reasons Why Goldman Now Sees Almost No Upside For Stocks In 2021 – Zerohedge
“This Is All About Stagflation… The U.S. Is Walking Into The Early Stages Of The Fourth Turning” – Zerohedge
Inflation… Or Deflation – Zerohedge
What difference could it make worldwide if the U.S. waived patents for vaccines? – THEATLANTIC
John Authers: Watching For “Unrest” Over EM Food Prices And Whether Elon Musk Has “Jumped The Shark” – Zerohedge
Week ahead: A 3 bps inflation scare! WOW, JUST WOW! – nordea


Friday 05/14

Business Live – guardian

Commodities, Cryptos, & Crappy Stocks Crumble As Stagflation Signals Soar This Week – Zerohedge
US Industrial Production Disappoints In April As Carmakers Crumbled – Zerohedge
FX Traders Unfazed by Weak US Data as Recovery Prospects Grow – bk
US Retail Sales Disappoint In April As Stimmy Surge Stalls – Zerohedge
Two reasons to remain skeptical about the EUR/USD rally – Credit Agricole – forexlive
Proof-Of-Stake Coins Surge After Musk Trashes Power-Hungry Bitcoin – Zerohedge
European stocks rebound at end of volatile week – Reuters
Dogecoin Co-Creater Calls Elon Musk ‘Self-Absorbed Grifter’ – Zerohedge
Stocks rebound as Fed officials calm inflation fears, for now – Reuters
Poll Shows 27% Of European Adults Likely To Refuse Vaccine In Latest Threat To Growth Outlook – Zerohedge
China stocks rise as financial, healthcare firms rebound; Hong Kong up – Reuters
Did China Just Kill The Commodity-Craze? – Zerohedge

Thursday 05/13

Markets fall again as inflation worries rattle investors – business live – guardian
Colonial Pipeline Paid Hackers $5 Million In Crypto Ransom Hours After Attack – Zerohedge

The QE Endgame: A Big Problem Is Emerging For The Fed – Zerohedge
Expectations Matter Most When It Comes To Inflation – Zerohedge
Disney Tumbles On Subscriber, Revenue Miss – Zerohedge
Bank of Canada: rising C$ could hit export outlook, affect monetary policy – mktscreener
Here Comes A Big Miss In Retail Sales – Zerohedge
Why US Retail Sales will Rock the Markets Friday – bk
Rising prices are the latest financial blow to low-income Americans – CNN
Cryptos Slide After Report Binance Under Investigation By IRS, DOJ – Zerohedge
Binance under investigation by Justice Department, IRS – Bloomberg News – Reuters
Chinese Media Makes Surprise U-Turn On Tesla, Now Claims Shanghai Expansion Is “Going Smoothly” – Zerohedge
“No Panic”: Markets Surge As “Transitory Inflation” Narrative Reasserts Itself – Zerohedge
Rabobank: SPLAAAT – It Was The Kind Of Report That Make Data Great Again – Zerohedge
US Producer Prices Surge Most On Record – Zerohedge
Initial Claims Drop To Lowest Since Covid Crisis But 16.9 Million Americans Still Remain “On The Dole” – Zerohedge
Futures Flutter As Global Stocks Slide To 6 Week Low, Asia Enters Correction – Zerohedge
Sectors to watch as inflation fears spook U.S. markets – Reuters
Inflation fears rattle European stocks – Reuters
Bitcoin Plunges Further As Musk Claims Energy Usage Trend Is “Insane” – Zerohedge
EMERGING MARKETS-Asian stocks spooked by U.S. inflation spike; Taiwan stocks extend slide – Reuters
Chinese Stocks Tumble After Beijing Vows To Crack Down On Surging Commodity Prices – Zerohedge
China stocks end lower on soft bank lending, Sino-U.S. tensions – Reuters

Wednesday 05/12

Business Live – guardian

Bitcoin Tanks After Elon Musk Says Tesla Stops Accepting It Due To Carbon Energy Use – forbes
Stagflation Scare Sparks Carnage In Crypto, Stocks, & Bonds – Zerohedge
Dow tumbles 680 points in worst decline since January as hot inflation reading spooks investors – cnbc
We Are Now Deep “Mid Cycle”: What Does That Mean For Markets – Zerohedge
Dollar Bulls Charge In as Inflation Speeds Up – bk
Ethereum Reaches Record High $500 Billion Market Cap, Now Bigger Than JPMorgan – Zerohedge
David Einhorn makes the case for copper – forexlive
EXPLAINER: Why are fears of high inflation getting worse? – AP
April’s inflation surge wasn’t as drastic as it looked, but the real test is still ahead – cnbc
US Core Consumer Prices Explode Higher At Fastest Pace Since 1981 – Zerohedge
The global chip shortage could last until 2023 – cnbc
Futures Slide With All Eyes On “Big Jump” In CPI – Zerohedge
Deutsche Telekom Q1 revenue €26.4B, up 32.3% YoY – breakingthenews
ABN Amro reports net loss as hefty money laundering fine weighs – Reuters
Bayer says Q1 sales rose 2.8% to €12.33 billion – breakingthenews
Inflation anxiety jolts stocks, Asia tumbles to two-month lows – Reuters
Japanese Investors Panic After Stocks Tumble And BOJ Does Not Buy ETFs – Zerohedge
BOJ likely in no mood yet to aid market with more big ETF buying – Reuters
China shares jump most in over 3 wks as agriculture, steel stocks firm on rising demand – Reuters
China’s NEV sales surge in first four months – xinhuanet
Toyota forecasts profit rebound amid chip shortage, unveils share buyback – Reuters
Tech Wreck Goes Global – Taiwan Stocks Trounced In Biggest Crash In 54 Year History – Zerohedge
World’s Most Vaccinated Nation Sees Active COVID Cases Double In Under A Week – Zerohedge

Tuesday 05/11

Stock markets slide as tech selloff spooks investors – business live – guardian
Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks – Zerohedge

Nasdaq ends wild day flat after Big Tech reversal, Dow drops 470 points for worst day since February – cnbc
Nasdaq Soars Back To Unchanged After Biggest Sell Program In History – Zerohedge
Palantir to take bitcoin as payment, mulls betting on cryptocurrencies – Reuters
A Pile Up Of Epic Proportions: Hedge Funds Short Tech Shares For 10th Straight Day – Zerohedge
FX Traders Look Past Sell-off in Stocks – bk
Nobody Wants To Work: Job Openings Soar To Record High 8.1 Million, Smashing Wall Street Expectations – Zerohedge
Big Tech bounces back from sell-off. What five market analysts are watching now – cnbc
Reflation Panic Sparks Global Stock Rout – Zerohedge
Tesla Shares Plunge Almost 7% After Company Reportedly Halts Plans To Expand In China- Zerohedge
“Leadership Is Shifting”: Goldman Says Business Sentiment, Job Growth And QE Have Peaked – What Happens Next – Zerohedge
European markets head for lower open; inflation data in focus – cnbc
14% Of Americans Own Crypto: Here Is A Profile Of The Average HODLer – Zerohedge
Tech selloff deepens on inflation fears, Fed outlook – Reuters
China’s factory-gate prices surge at fastest in over 3 years – Reuters

Monday 05/10

Business Live – gurdian
A major U.S. pipeline is still mostly shut due to a cyberattack. Here’s what you need to know – cnbc
Market at odds with Fed as inflation expectations hit 10-year highs – Reuters

Tech Wrecks, Ether Erupts, Commodities Crumble As Dollar Gives Up 2021 Gains – Zerohedge
US STOCKS-Wall Street closes lower on inflation jitters – Reuters
Stocks fall to start the week as tech stocks drag down market, Nasdaq loses 2.5% – cnbc
Stocks making the biggest moves midday: Intel, Marriott, Box & more – cnbc
Amazon Bond Offering Upsized To $18.5BN, Its Largest Ever, Ahead Of Buyback Frenzy – Zerohedge
Bitcoin’s biggest rival just hit a record high — here’s how to mine for ethereum – cnbc
Treasury will give states a lot of power to decide how to spend $350 billion in Covid relief funds – cnbc
Indian COVID Strain Declared “Global Concern” As Data Show It’s Vaccine-Resistant – Zerohedge
What to watch today: Dow futures higher as index looks to set another record, ether tops $4,000 – cnbc
“We’re In A New World” – Commodities Crash-Up At Record Pace As Iron Ore, Copper Explode Higher Overnight – Zerohedge
Here are Monday’s biggest analyst calls of the day: Apple, SolarEdge, DraftKings, Facebook & more – cnbc
“The Sixth Turning”: In Rare Downgrade, Citi Cuts Google, Facebook On Peak Online Ad Spending – Zerohedge
Sterling rises above $1.40 for first time since February – Reuters
European stocks hit fresh record high as miners rally – Reuters
Stocks cheer prospects for low rates, oil jumps on pipeline outage – Reuters
Ethereum: What is it and how is it different from bitcoin? – cnbc
METALS-Copper hits record high on higher demand hopes, tighter supply – Reuters
Upgrades of Asian corporate earnings at highest in 5 months – Refinitiv data – Reuters
Ether bursts past $4,000, other cryptos firm – Reuters
China tech share weakness offsets strength in energy, healthcare stocks- Reuters