Wednesday 05.28
European stocks in mixed territory as U.S. trade policy, economic data remain in focus – cnbc
Asia-Pacific markets trade mixed after Wall Street gains on EU tariff delay – cnbc
Japan’s bond market raises alarm over risks of U.S. outflows, carry trade unwind and market turmoil – cnbc
Tuesday 05.27
Business Live – guardian
Trust and macroeconomic stability: a virtuous circle – bis
Okta shares plunge 11% as company maintains guidance, citing macroeconomic uncertainties – cnbc
Stocks and bonds rally as Trump extends EU trade deadline – Newsquawk US Market Wrap
US Stocks End Sharply Higher on Trump’s Tariff Reprieve – Reuters
Tariff-Delays, Tokyo-Drift, & Terrific-Data Spark Buying Panic In Stocks, Bonds, & Bitcoin – Zerohedge
Dow jumps 700 points to snap four-day losing run as EU tariff delay lifts market – cnbc
Biggest California Utility Sees More Than 40% Jump in Data Center Interest, Executive Says – Reuters
Stocks making the biggest moves midday: Trump Media, Salesforce, Tesla, AMC Entertainment and more – cnbc
Japan Panicks As Yields Explode, Will Trim Super-Long Bond Issuance To Calm Market – Zerohedge
‘Soft’ Data Soars As Dallas Fed Manufacturers’ Uncertainty Plunged In May – Ζerohedge
US Consumer Confidence Improves in May, Tariffs Anxiety Lingers – Reuters
Conference Board Consumer Expectations Surge Most In 14 Years After Tariff ‘Pause’ – Ζerohedge
Consumer confidence for May was much stronger than expected on optimism for trade deals – cnbc
India’s iPhone exports to the U.S. soared an estimated 76%. But Trump, Beijing won’t make further growth easy – cnbc
US Home Prices Dropped In March For First Time In Over 2 Years – Ζerohedge
US Durable Goods Orders Slumped in April As Tariff-Frontrunning Furore Fades – Ζerohedge
Stocks making the biggest moves premarket: Tesla, Informatica, Newmont, CoreWeave and more – cnbc
Temu-Owner PDD Holdings Profit Dives as It Faces Challenges at Home and Abroad – Reuters
Xiaomi Reports Record First-Quarter Revenue as It Launches New Electric SUV – Reuters
Stocks Jump As Japan Panics About Soaring Bond Yields – Zerohedge
Why Europe is pivoting back to nuclear — one of its most divisive energy sources – cnbc
Even with a 25% tariff, iPhones would be cheaper to make abroad than U.S., says Morgan Stanley – Marketwatch
Tesla’s Europe sales plunge 49% on brand damage, rising competition – cnbc
UK food inflation is on the rise, European consumer data to follow – cnbc
Asia-Pacific markets trade mixed as investors assess Trump’s tariff plans – cnbc
After BYD Price War Accelerated, Goldman Says: “We Are Sellers Here” – Zerohedge
Analysis-China Auto Market Price War Stokes Fears of Industry Shake-Out – Reuters
Monday 05.26
Trump Media to Raise $3 Billion to Spend on Cryptocurrencies, FT Reports – Reuters
European Stocks Recover After Trump Delays EU Tariffs in Hopes of Deal – Reuters
Stock Futures Soar, Yields Rise After Trump Extends Deadline For EU Tariffs – Zerohedge
European stocks open higher after Trump delays 50% tariffs on EU – cnbc
Asia-Pacific markets trade mixed as investors assess Trump’s EU tariffs deadline extension – cnbc
China’s BYD sees shares plunge 8% as EV maker cuts prices – cnbc
Trump delays 50% tariffs on EU to July 9 – cnbc
Weekly house view | Mr. Bond hits back – pictet