Friday 06/05
Dow jumps more than 800 points, Nasdaq hits a record after surprise jobs surge boosts recovery bets – cnbc
BofA Says Next “Extreme Move” Will Be In Treasuries, But What If It Remains In Stocks – Zerohedge
“Optimism Has Become Excessive” – Speculators Are The Most Levered Long In A Decade – Zerohedge
Quant Carnage: Momentum Melts Down By Most On Record As Yields Spike – Zerohedge
Explainer: May’s jobs report stunner: real deal or head fake? – Reuters
“Nothing Like This Has Happened Before”: A Shocked Wall Street Responds To Payrolls, Offers 3 Options What Happened – Zerohedge
What to Make of the Rebound in the U.S. Jobs Report – nyt
This Makes No Sense: In Month When US Was Shut Down, BLS Estimated That 345K New Businesses Were Formed – Zerohedge
BLS Admits “Survey Error” May Have Reduced Unemployment Rate By Up To 3% – Zerohedge
Trump Says He Will Ask Congress To Pass More Stimulus As He Praises V-Shaped Recovery – Zerohedge
Crude Jumps Ahead Of OPEC+ Meeting Slated For Saturday – Zerohedge
Bank of America sees 10% further upside for European equities by third-quarter – Reuters
Deutsche Lufthansa to leave Germany’s DAX Index – Marketwatch
Asian stocks set for best weekly gain in nine years, U.S. jobs eyed – Reuters
Thursday 06/04
Business Live – guardian
S&P 500 snaps 4-day winning streak, Nasdaq-100 touches record before retreating – cnbc
Retail investors are the least bearish since the S&P 500 record high – Marketwatch
US Exports, Imports Crater Most On Record As China Refuses To Comply With Trade Deal – Zerohedge
White House Plans $1 Trillion For Next Stimulus Round: Report – Zerohedge
Jobless claims, total unemployment level worse than expected – cnbc
ECB’s Inflation Projections Crash: Now Sees Just 1.3% In 2022 – Zerohedge
The standard ’60-40′ retirement portfolio of stocks and bonds just went into the green for the year – msn
“Only” 1.87 Million Americans Started To Claim Unemployment Benefits Last Week – Zerohedge
ECB sees big 2020 recession, partial rebound next year – Reuters
ECB gives another shot of stimulus as economy reels – Reuters
Euro Surges After ECB Expands Emergency QE By €600 Billion To €1.350 Trillion – Zerohedge
ECB Monetary policy decisions – europa
Wednesday 06/03
Global stocks hit three-month highs on economic recovery hopes – as it happened – guardian
Merkel’s Coalition Agrees To €130BN Stimulus Package To Boost German Economy – Zerohedge
Germany approves 130 bln euro coronavirus stimulus package – Reuters
Warner Music skyrockets 20% on its first day of trading in the biggest US IPO of 2020 – businessinsider
ECB Discloses Purchases Made Under Its Emergency QE Program – Zerohedge
The government delivered more than $267 billion in rescue funds in 2 months – cnbc
The bond market appears to be signaling the worst is over for the economy – cnbc
Why is EURO Soaring in the Face of ECB Easing? – bk
Fed Expands Muni Bailout Facility – Zerohedge
ECB set to scale up stimulus as new data could indicate a need to do more – cnbc
Fed Unexpectedly Deviates From POMO Schedule, Buys Only 70% Of Scheduled Treasurys – Zerohedge
U.S. factory orders extend decline in April – Reuters
April Factory Orders Crash By The Most In American History – Zerohedge
US Services Sector Survey Signals Rebound, But “Limited Scope For V-Shaped Recovery” – Zerohedge
ADP Employment Data Massively Beats Expectations – Zerohedge
Tuesday 06/02
LVMH’s takeover of Tiffany seen as uncertain: WWD – Reuters
ECB Watch: Was the ECB bluffing? – nordea
Zoom Video earnings and sales blow away expectations, stock rises toward more records – Marketwatch
Banks Brace For Default Wave: Wells Fargo Stops Making Loans To Independent Car Dealers – Zerohedge
China Launches QE To Jumpstart Economy – Zerohedge
Will Spending Surge? – Zerohedge
Amazon Sells $10 Billion In Bonds At Record Low Yields – Zerohedge
Apple Slashes iPhone Prices In China As Susquehanna Notes “Material Reduction” In 5G Builds – Zerohedge
Auto Sales Plunge 33% In May, Set For Worst Year Since 2009 – Zerohedge
Monday 06/01
Business Live – guardian
Stocks rise to kick off June as investors continue to bet on the economy reopening – cnbc
Budget Office Finds US Economy Won’t Return To Normal Until 2030 – Zerohedge
What History Shows You About The Market’s Current Rally – forbes
JPMorgan’s Math Shows Why U.S. Stocks Can Keep Rallying – Bloomberg
COVID-19 pandemic will shrink economy by $8 trillion in next decade: CBO – thehill
Marked downturn in global manufacturing continues in May, although rate of contraction eases since April – markit
Amazon Surprises Market With Monster Bond Offering Just As Morgan Stanley Hikes Price Target To $2,800 – Zerohedge
U.S. manufacturing activity crawls off 11-year low – Reuters
US Manufacturing ‘Soft’ Survey Data Disappoints With Modest Rebound – Zerohedge
Moody’s cuts India’s rating to lowest investment grade with negative outlook – Reuters
JPMorgan’s Math Shows Why U.S. Stocks Can Keep Rallying – Bloomberg
Key Events In The Coming Week: The Worst Jobs Report Since The Depression, ECB, Brexit And More – Zerohedge
China tells state firms to halt purchases of major U.S. farm products: sources – Reuters
Eurozone manufacturing sector continues to contract sharply – markit
Here Is The Stunning Chart That Blows Up All Of Modern Central Banking – Zerohedge
Hong Kong security law: China weighs risk US will go for ‘nuclear option’ and cut Beijing from the dollar payment system – scmp
The FAAMGs Are Up 15% In 2020; The Remaining 495 S&P Stocks Are Down 8% – Zerohedge