Weekend 05.24 & 0/25

 

German finance minister joins call for US-EU talks after Trump tariff threat – guardian

What is behind Donald Trump’s 50% tariff on EU imports to the US? – rte
Trump’s tariff threat risks a trade war with Europe years in the making – nbc
Trump’s E.U. Tariff Threat Could Cause Economic Damage Beyond Europe – nyt
Trump’s 50% tariff threat to the EU: deal or detonation? – ing
Trump threatens 50% tariffs. How might Europe strike back? – economist

Friday 05.23

Britain’s poorest still face ‘summer of hardship’, charities warn, despite first energy price cap cut in a year – business live – guardian
How big European Union tariff could backfire on Trump, according to trade, freight experts – cnbc

Stocks sold as Trump touts EU & AAPL tariffs – Newsquawk US Market Wrap
Wall St Falls as Trump Tariff Threats Spark Market Uncertainty – Reuters
Dollar Crashes To 18-Month Lows After Trump Tantrum; Bitcoin & Gold Hit Record Highs – Ζerohedge
Dow slides 200 points, S&P 500 tumbles for a fourth day after Trump threatens tariffs on EU, Apple – cnbc
Investors See Worsening US Deficit Outlook as Tax Bill Heads to Senate – Reuters
Stocks making the biggest moves midday: Apple, Ross Stores, Intuit, Booz Allen Hamilton and more – cnbc
“A Huge Day For The Nuclear Industry”: Trump Signs Orders To Fast Track SMR Development & Deployment – Ζerohedge
US Equity Funds Face Weekly Outflows on Debt Concerns, Rising Yields – Reuters
Global Equity Funds Post Their Biggest Weekly Outflow in Six Weeks – Reuters
Trump signs orders to overhaul Nuclear Regulatory Commission, speed reactor deployment – cnbc
European Stocks Tumble, Bonds Rally After Trump Proposes 50% EU Tariff – Reuters
Wedbush Boosts Tesla Price Target To Street-High $500 Ahead Of “Golden Age Of Autonomy” – Ζerohedge
US New Home Sales Surged In April Despite Slump In Homebuilder Confidence – Ζerohedge
Analysis-Amid ‘Jensanity’, Nvidia Signals Plans to Keep AI Crown – Reuters

Futures Plunge After Trump Threatens 25% Tariff On Apple, 50% On Europe; Bonds & Bullion Bid – Ζerohedge
Reaction to Trump’s Threat of 50% Tariffs on EU Goods – Reuters
Trump’s Tariffs Hit European Luxury Industry, Shares Tank – Reuters
Trump recommends 50% tariff on European Union starting June 1 – cnbc
Emerging market equity funds lure investors fleeing overvalued U.S. assets – Reuters
Trump says a 25% tariff ‘must be paid by Apple’ on iPhones not made in the U.S. – cnbc
US Withdrawal: ECB Warns Of Dollar Shortage – Zerohedge
Europe – live – cnbc

Asia-Pacific markets mostly climb as investors assess slew of economic data – cnbc
Japan’s core inflation climbs to 3.5%, highest in more than 2 years – cnbc

Thursday 05.22

Business Live – guardian
Trump’s ‘big, beautiful’ tax bill might only be a short-term boost to the U.S. economy – cnbc

Stocks making the biggest moves after hours: Intuit, Workday, Ross Stores, Deckers and more – cnbc
Markets chop on House passage of Trump tax bill, Fed speak and US data – Newsquawk US Market Wrap 
Wall Street Stocks End Mostly Flat in Choppy Trade as Treasury Yields Ease – Reuters
S&P 500 closes little changed Thursday as investors worry about high yields hitting economy – cnbc
Stocks making the biggest moves midday: Urban Outfitters, Advance Auto Parts, Snowflake, Sunrun and more – cnbc
Fannie, Freddie OTC Shares Soar to 2008 Highs After Trump Comments on Spin-Off – Reuters
Solar Stocks Plunge After House GOP Budget “Worse Than Deared” For Clean Energy – Ζerohedge
European Stocks Pressured by Rising Bond Yields, Weak Economic Data – Reuters
90% Of US Companies Plan To Reshore Amid Tariffs, Allianz Survey Finds – Ζerohedge
US Existing Home Sales Weakest April Since Great Financial Crisis – Ζerohedge
“Business Confidence Has Improved” – US PMIs Surged In May As New Orders Jump – Ζerohedge
US Business Activity Improves in May; Inflation Poised to Accelerate Sharply – Reuters

Oil Prices Dip On Report Of Another Potential OPEC+ Supply Boost – Ζerohedge
Analysis-Global Bond Markets Signal Governments Must Pay More to Borrow Long-Term – Reuters
Stocks making the biggest moves premarket: Advance Auto Parts, Snowflake, Humana, Lumen Technologies and more – cnbc
Ralph Lauren Mulls Price Hikes as Tariffs Hurt Sales Forecast – Reuters
Futures, Treasuries Slide After “Big, Beautiful Bill” Passes – Zerohedge
U.S. tariffs pose a ‘real challenge’ to Europe, Barclays CEO says – cnbc
German Business Sentiment Brightens in May, Ifo Survey Finds – Reuters
Euro Zone Rebound Hopes Dashed by Services Slump – Reuters
German Business Activity Contracts in May Amid Services Slump, PMI Shows – Reuters
Investors dump bonds globally as U.S. credit downgrade, Trump’s tax bill ignite fiscal worries – cnbc
Europe set to follow global markets lower amid fears over U.S. deficit – cnbc

Asia-Pacific markets fall after Wall Street declines as U.S. stares at ballooning debt – cnbc

 

Wednesday 05.21

Business Live – guardian
ECB Warns Buoyant Markets ‘Out of Sync’ With Uncertain World – Reuters

Stocks making the biggest moves after hours: Snowflake, Zoom Communications and more – cnbc
US assets sold on tax bill fears and weak bond auction – Newsquawk US Market Wrap
Wall Street Stocks Slip as Treasury Yields Rise on Worries About Trump Tax Cuts – Reuters
Ugly Auction Triggers Bond Bloodbath; Big-Tech & Black Gold Dumped As Bitcoin & Bullion Jump – Zerohedge
Dow slides more than 800 points as spiking Treasury yields and deficit fears spur a sell-off – cnbc
30-year Treasury yield spikes to 5.08%, 10-year yield hits 4.59% as GOP bill raises deficit concerns – cnbc
Stocks making the biggest moves midday: Canada Goose, UnitedHealth, Target, Carter’s and more – cnbc
UnitedHealth falls after report it secretly paid nursing homes to reduce hospital transfers – bbg
UnitedHealth Shares Drop After Report Alleges Secret Bonus Payments To Nursing Homes For Cutting Hospital Transfers – Ζerohedge
Yields Soar, Stocks Plunge After Ugly 20Y Auction Sees Biggest Tail Of 2025 – Ζerohedge
European Stocks Ease From 2-Month Highs as Retailers, Luxury Stocks Weigh – Reuters
Bitcoin Surges To New Record High, ‘Trumping’ Gold Since Election – Ζerohedge

How lumber duties could worsen home affordability in the U.S. – cnbc
Morgan Stanley turns bullish on most U.S. assets, except dollar – bbg
Futures Slide As 30Y Yield Rises Above 5%, Oil Jumps On Iran War Fears – Ζerohedge
VF Corp Misses Quarterly Revenue Estimates as Tariff Uncertainty Hits Demand – Reuters
World solar generation set to eclipse nuclear for the first time – Reuters
Lowe’s sticks by full-year forecast as sales from home professionals boost business – cnbc
Target Reports Soft Earnings, Slashes Outlook As Consumer Spending Weakens – Ζerohedge
Target cuts sales outlook as retailer blames tariff uncertainty and backlash to DEI rollback – cnbc
Financial Stability Review, May 2025 – ecb
German Economic Council Forecasts Stagnation for Country’s Economy in 2025 – Reuters
UK’s JD Sports Falls on Lower Sales, US Tariffs Warning – Reuters
M&S cyberattack to wipe out nearly one-third of annual profits – cnbc
European markets set to open flat to lower; UK inflation data ahead – cnbc

Morning Bid: Bad Week for Bonds – Reuters

Asia-Pacific markets mostly rise after Wall Street rally pauses – cnbc
Trade tariffs bite: Japan’s exports to the U.S. shrink for the first time this year – cnbc
Is Japan About To Hike Rates AND Restart Yield Curve Control? – Ζerohedge
China’s BYD Turns up Heat in Europe With Launch of Dolphin Surf EV – Reuters

Tuesday 05.20

Business Live – guardian
Morning Brief: Fed Officials Signal Possible Hold Until September; Long JGB Yields Jump; ECB Sees Financial Stability Risks – cb

New intelligence suggests Israel is preparing possible strike on Iranian nuclear facilities, US officials say – cnn
Markets chop with eyes on Trump tax bill – Newsquawk US Market Wrap
Bitcoin & Bullion Jump, Tech Dumps, As ‘Japanic’ Attack Jolts Bonds – Ζerohedge
Stock market rally driven by ‘unwarranted optimism’ as tariff risk looms over $9 trillion rebound – yahoofinance
Wall Street Stocks Slip, Rising US Treasury Yields in Focus – Reuters
U.S. stocks sink as S&P 500 breaks a 6-day winning streak – bbg
Dow slides more than 100 points, S&P 500 snaps six-day winning run – cnbc
Stocks making the biggest moves midday: D-Wave Quantum, Moderna, Agilysys, Tesla and more – cnbc
Google I/O conference: AI upgrades, subscriptions and smart glasses – Reuters
Google launches $250 per month ‘VIP’ AI subscription service – cnbc
European Shares Close Near Nine-Week High, Powered by Utility, Telecom Stocks – Reuters
Buy Now, Pay Never? Klarna’s Losses Double As US Consumers Fall Behind On Payments – Ζerohedge

Home Depot to Keep Prices Steady but Says Tariffs May Make Some Items Unavailable – Reuters
Futures Slide After Monday’s Historic Retail-Driven Rebound – Ζerohedge
European stocks look set to build momentum after lackluster start to the week – cnbc

Asia-Pacific markets rise as investors parse China loan prime rate cut, RBA decision – cnbc
Australia cuts policy rate to 2-year low as inflation concerns continue to recede – cnbc
Reaction to Japanese super-long bond yields hitting record highs – Reuters
Japan’s Super-Long Bond Yields Soar to Records as Market Frets About Demand – Reuters
CATL’s Strong Hong Kong Debut Boosts Outlook for Chinese Companies’ Fundraising – Reuters

 

Monday 05.19

Business Live – guardian
Morning Brief: U.S. Loses Last Top Credit Rating; China Consumption Miss; EU To Launch €150bn Loans-For-Arms Scheme – cb
‘As real as it can get’: EU to loan €150bn for European defence from invasion – guardian

Stocks and bonds pare US downgrade downside – Newsquawk US Market Wrap
Traders Buy Bonds, Stocks, Bitcoin, & Bullion As Moody’s Confirms Trump Is Right – Zerohedge
Wall Street Stocks Mostly Flat With Sentiment Weakened by Moody’s Downgrade – Reuters
American stocks, bonds and dollar fall after latest downgrade of U.S. government’s credit rating – bbg
S&P 500 ekes out sixth winning day as investors look past U.S. credit downgrade – cnbc
House bill would choke US solar investment, says top trade group – investing
Fed Officials Take Cautious View on US Markets Amid Downgrade – Reuters
Stocks making the biggest moves midday: UnitedHealth Group, Tesla, Alibaba and more – cnbc
Analysis-Dollar set for more weakness as ’Brand USA’ falls further out of favor – Reuters
European Stocks Subdued as Corporate News Outweighs US Credit Downgrade – Reuters
JPMorgan Expects Dealmaking Fees to Drop, Keeps CEO Succession Plans Steady – Reuters

Germany Makes “Sea-Change Policy Shift” On Nuclear Power In Europe – Ζerohedge
EU countries greenlight €150 billion loan plan for joint defence procurement – euractiv
Stocks making the biggest premarket moves: Walmart, Netflix, Tesla, Reddit and more – cnbc
Futures Slide, Yields And Gold Jump As Markets React To Moody’s Downgrade – Zerohedge
Nvidia in Advanced Talks to Invest in PsiQuantum, the Information Reports – Reuters
Nvidia Software Aims to Create Marketplace for AI Computing Power – Reuters
Nvidia announces new tech to keep it at the center of AI development – cnbc
30-year Treasury passes 5% after Moody’s downgrades U.S. credit rating – cnbc
Qualcomm to launch data center processors that link to Nvidia chips – cnbc
Key Events This Week: Big Beautiful Bill; Initial Claims, Home Sales And Fed Speakers Galore – Ζerohedge
UK and European Union agree to post-Brexit reset deal, sources tell CNBC – cnbc
House Republicans Advance Trump’s “Big, Beautiful Bill” After Weekend Of Negotiations – Ζerohedge
Explainer-The ‘Triple A’ Sovereign Bond Club Has Shrunk – Reuters
Downgrade of U.S. credit rating adds new complication to U.S. stock market – cnbc
European markets set to open in mixed territory as geopolitics take center stage – cnbc

Asia-Pacific markets fall as investors assess Moody’s U.S. downgrade, China data – cnbc
China’s retail sales disappoint as stimulus fails to spur demand; industrial output defies tariffs – cnbc

Five things to watch in markets in the week ahead – investing
Week Ahead: U.K.-EU Summit; G-7 Finance Chiefs; Eyes on House Republicans’ Fiscal Bill; Fed Speakers; RBA Meeting; China LPR; ECB Minutes; U.K., Japanese and Canadian CPIs – cb