Weekend 06.07 & 06.08
China Grants Rare Earth Export Licenses To Top Three U.S. Automakers – Zerohedge
China Says It May Speed up Rare Earths Application Approvals From EU – Reuters
Friday 06.06
Stocks and yields rise as NFP beat calms economic fears – Newsquawk US Market Wrap
Stocks & Bond Yields Jump On Week As Easing Uncertainty Trumps DC Turmoil – Zerohedge
US Stocks End up on Jobs Data, China Hopes; Tesla Bounces – Reuters
Dow rises more than 400 points on solid jobs report, S&P 500 touches 6,000 – cnbc
The Deficit Crisis Is Really A Recession Problem – Zerohedge
Trump announces U.S.-China trade talks in London next week – cnbc
Trump-Musk Induced Tesla Slide Points to Market Risks From Massive Stocks – Reuters
BofA’s Hartnett Says Global Stocks Are Close to Sell Signal – BBG
European Equities Gain for Second Week on Jobs Data and Trade Hopes – Reuters
US Equity Funds See Outflows on Trade Policy Worries, Europe Drew Inflows Ahead of ECB Rate Cut – Reuters
Germany’s Merz Eyes Car Tariff Offsetting Mechanism After Trump Talks – Reuters
The Bundesbank’s forecast for Germany: Economic recovery slowly getting started – bundesbank
German Government Spending May Take Years to Boost Growth, Bundesbank Says – Reuters
US PREMARKET
May Payrolls Rise By 139K, Beating Estimates, But Report Shows Sweeping Labor Market Weakness – Zerohedge
U.S. payrolls increased 139,000 in May, more than expected; unemployment at 4.2% – cnbc
Stocks making the biggest premarket moves: Tesla, Circle, Broadcom, Lululemon and more – cnbc
Futures Rise On Easing Trump-Musk Spat As Payrolls Loom – Zerohedge
German Exports, Industrial Output Dip as Pre-Tariff Boost Ends – Reuters
China’s rare earth weapon changes contours of trade war battlefield – Reuters
European stocks mixed as trade tensions and U.S. economy remain in focus – cnbc
Asia-Pacific markets trade mixed as investors digest Trump-Xi call – cnbc
Asian equities see largest monthly foreign inflow in 15 months – Reuters
India Central Bank Shocks With Biggest Rate Cut Since Covid As Growth, Inflation Stall – Zerohedge
Thursday 06.05
Business Live – guardian
Musk To ‘Immediately’ Decommission SpaceX Dragon After Trump Threat, Doubles Down On Epstein Claims – Zerohedge
Nato chief is determined to give Trump a win with 5% defence spending plan -bbc
Musk says SpaceX will decommission Dragon spacecraft after Trump threat – cnbc
Broadcom beats on earnings and revenue – cnbc
Stocks hit as Musk and Trump feud escalates – Newsquawk US Market Wrap
U.S. stocks slip as Wall Street makes its final moves ahead of Friday’s jobs report – bbg
Wall Street Stocks End Down as Tesla Slumps 14% on Trump-Musk Feud – Reuters
Big-Tech, Bullion, Bitcoin, & Bonds Dumped Amid Musk-Trump Deathmatch & Jobless Jump – Zerohedge
S&P 500 closes lower as Tesla shares tumble, traders weigh Trump-Xi talk – cnbc
Fed Policymakers Flag Inflation Concerns, a View That Argues Against Rate Cuts – Reuters
Stocks making the biggest moves midday: Brown-Forman, Five Below, Ciena, PVH, Planet Labs and more – cnbc
European Shares Inch up as Lagarde’s Remarks Offset ECB Rate Cut – Reuters
Like it or not, NATO’s hitting a 5% defense spending target, U.S. says – cnbc
“Very Positive Conclusion” – Trump Confirms ‘Very Good Phone Call’ With Xi – Zerohedge
US Trade Deficit Shrinks By Most On Record In April As Imports Plunged – Zerohedge
US worker productivity slumps in first quarter – Reuters
US Jobless Claims Surge To 8 Month Highs – Zerohedge
Silver Surges Past $35/oz Level to Hit a More Than 13-Year High – Reuters
Stocks making the biggest moves premarket: Circle, Five Below, Chewy, MongoDB, Lands End, Brown-Forman and more – cnbc
ECB signals a summer pause after today’s rate cut – ing
ECB Cuts Rates by 25bps As Expected, Slashes 2026 Inflation Forecast – Zerohedge
European Central Bank trims interest rates after inflation dips below target – cnbc
US Equity Futures Unchanged Ahead Of ECB As Jobs Data Looms – Zerohedge
“Worse Than The 2008 Financial Crisis” – Germany Becomes A Nation Of Bankruptcy With No End In Sight – Zerohedge
European stocks set to open higher as ECB widely expected to cut interest rates – cnbc
South Korea stocks extend post-election gains, hover at 10-month highs amid mixed Asia markets – cnbc
China Automakers Are Overtaking Japanese Competitors In Thailand – Zerohedge
Suzuki Motor Halted Swift Production Due to China’s Rare Earth Curbs, Sources Say – Reuters
Wednesday 06.04
Business Live – guardian
NY Fed Survey: Last Month Most Firms Passed on Some of Tariff Surge – Reuters
German Cabinet Approves $52 Billion Corporate Tax Relief Package – Reuters
Stocks making the biggest moves after hours: Five Below, MongoDB, Verint Systems and more – cnbc
Dollar hit and bonds bid after soft US data – Newsquawk US Market Wrap
Wall Street’s big rally stalls following some discouraging economic data – bbg
Wall Street Ends Narrowly Mixed in Choppy Trade on Weak Economic Data – Reuters
Bond Yields & Dollar Plunge As ‘Bad’ Data Sparks Surge In Rate-Cut Hopes – Zerohedge
Dow falls, snapping four-day win streak, as soft payrolls report drags down sentiment – cnbc
Beige Book Finds US Economy Diverging By Party Lines, No Trace Of Runaway Inflation – Zerohedge
Fed ‘Beige Book’ economic report cites declining growth, rising prices and slow hiring – cnbc
AI-Driven Search Ad Spending Set to Surge to $26 Billion by 2029, Data Shows – Reuters
Apple stock hit with downgrade by Needham analysts, citing stiff AI competition – yahoofinance
Stocks making the biggest moves midday: CrowdStrike, Tesla, Dollar Tree, Thor Industries and more – cnbc
German Stocks Rise on Tax Relief Package Approval; Europe’s STOXX 600 Touches One-Week High – Reuters
Bitcoin Becomes Safe Collateral: JPMorgan To Offer Loans Financed With Crypto Assets – Zerohedge
Baffle ‘Em With Bullshit: Services Surveys Signal Soaring & Plunging Economy – Zerohedge
US Service Sector Unexpectedly Contracts in May; Inflation Heats Up – Reuters
US Futures Flat As Global Stocks Hit New All Time High – Zerohedge
Private sector hiring rose by just 37,000 in May, the lowest in more than two years, ADP says – cnbc
Nvidia’s Revenue Pipeline Tops $1 Trillion, UBS Tells Clients – Zerohedge
Deal-Hungry Equity Investors Eye Europe’s Potential Defence Industry Boom – Reuters
Barclays raises 2025 S&P 500 target amid wave of Wall Street upgrades – investing
Euro Zone Business Growth Stalls in May as Services Stumble, PMI Shows – Reuters
German Services Sector Contracts at Fastest Rate in 2-1/2 Years, PMI Shows – Reuters
Trump says ‘extremely hard’ to make a deal with China’s Xi as trade stalemate fuels calls for leaders to talk – cnbc
European markets set to open higher, shrugging off Trump’s 50% metals tariffs – cnbc
South Korean stocks rise 2% to lead gains in Asia after opposition leader wins presidential election – cnbc
South Korea’s opposition leader Lee Jae-myung wins presidential election – cnbc
China’s Rare Earth Export Curbs Hit the Auto Industry Worldwide – Reuters
Tuesday 06.03
Business Live – guardian
Tackling Uncertainty, Reviving Growth – oecd
U.S. growth forecast cut sharply by OECD as Trump tariffs sour global outlook – cnbc
New tariff deadline set for tomorrow (June 4) as OECD warns of brake on global growth – eunews
Stocks making the biggest moves after hours: Hewlett Packard Enterprise, CrowdStrike, Guidewire Software and more – cnbc
CrowdStrike shares drop on weak revenue guidance – CNBC
Stocks bid and bonds sold in wake of rising JOLTS – Newsquawk US Market Wrap
‘Squeezy’: Stocks & Bond Yields Jump After Labor Market JOLT – Ζerohedge
Wall Street Stocks End Higher on Nvidia, Trade Talks Hopes – Reuters
Dow closes 200 points higher, S&P 500 climbs as Nvidia lifts tech sector – cnbc
Stocks making the biggest moves midday: Bumble, Dollar General, Signet Jewelers, Pinterest and more – cnbc
Meta Signs Nuclear Power Deal With Constellation To Fuel AI – Zerohedge
European Shares Flat Amidst Inflation Data, Trade Jitters – Reuters
US Factory Orders Plunged In April – Zerohedge
US Labor Market JOLTed By Sharp Rebound As Job Opening Rise, New Hires Surge – Zerohedge
Job openings showed surprising increase to 7.4 million in April – cnbc
The ‘Big, Beautiful Bill’ Will “Massively” Increase Near-Term Deficits, Add $5 Trillion In Debt – Zerohedge
899: The Three Scariest Numbers On Wall Street, And Who Is Most Exposed To Trump’s “Revenge Tax” – Zerohedge
Stocks making the biggest moves premarket: Dollar General, Constellation Energy, Pinterest, Hims & Hers Health and more – cnbc
US Futures Drop After Ugly China PMI Print, OECD Cuts Global Outlook – Zerohedge
Dollar General Lifts Annual Targets as Shoppers Flock Amid Tariff Fears – Reuters
Euro zone inflation falls to cooler-than-expected 1.9% in May, below ECB target – cnbc
Deutsche Bank raises year-end outlook for S&P 500 – investing
Deutsche Bank Lifts S&P 500 Year-End Target Amid Wall Street Upgrade Wave – Reuters
UK growth to be reined in by public finance squeeze, OECD warns – cnbc
UK Defense Stocks Hit Record On Warfighting Buildout Begins – Zerohedge
European markets are set to open higher ahead of flash inflation data – cnbc
Asia-Pacific markets trade mixed as investors assess dismal China factory activity – cnbc
China’s May factory activity unexpectedly shrinks as tariffs dent sentiment — worst drop since 2022 – cnbc
China’s Xiaomi Founder Expects EV Business to Turn Profitable in H2 – Reuters
Monday 06.02
Business Live – guardian
Poland presidential election 2025: rightwing candidate Karol Nawrocki wins, official results show – live – guardian
These Were The Best And Worst Performing Assets Of May And YTD – Zerohedge
Stocks pare overnight weakness despite ongoing trade uncertainties and soft data – Newsquawk US Market Wrap
S&P Closes Higher on Trade Hopes, Nvidia Lifts Nasdaq – Reuters
Bullion, Big-Tech, & Black Gold Boom To Start June; Dollar Gloom Continues – Zerohedge
S&P 500 posts modest gain to start June as investors shrug off global trade tensions – cnbc
Scoop: U.S. nuclear deal offer allows Iran to enrich uranium – axios
Stocks making the biggest moves midday: Tesla, BioNTech, DraftKings, Steel Dynamics and more – cnbc
US Life Insurers Shifted $800 Billion Offshore From 2019 to 2024, Moody’s Says – Reuters
Why Tesla sales are rebounding in Norway while Europe lags – cnbc
China’s AI industry is booming. Can Nvidia and other U.S. companies still get in on it? – Μarketwatch
Applied Digital shares rip 40% higher on CoreWeave AI lease agreement – cnbc
European Shares Stumble on Trump’s New Tariff Threat – Reuters
EU approves British, Italian, Japanese joint venture for combat aircraft – Reuters
Recession? Atlanta Fed Hikes US Q2 Growth Outlook To Highest Since 2021 – Zerohedge
Hedge Funds Buy Stocks at Quickest Pace Since Nov 2024, Goldman Sachs Says – Reuters
US Manufacturing Surveys Mixed In May As Imports Collapse; Prices Paid At 3 Year Highs – Ζeorohedge
‘Free’ Government Money Accounts For 19% Of All Personal Income – Zerohedge
US PREMARKET
Stocks making the biggest premarket moves: Cleveland-Cliffs, Nucor, Moderna, Tesla and more – cnbc
Futures Slide On Renewed Trade Turmoil As Gold, Oil Spike – Zerohedge
JPMorgan CEO Jamie Dimon Tells Fox Business US Debt Could Cause Bond Turmoil – Reuters
Key Events This Week: Payrolls, ISMs And Non-Stop Fed Talk Including Powell – Ζeorohedge
UK to build 12 new submarines and six new munition factories as part of Strategic Defence Review – euronews
UK put on a war footing with defense overhaul — but is it too little, too late? – cnbc
Euro Zone Factory Downturn Eased in May, PMI Shows – Reuters
German Manufacturing Sees Tentative Signs of Hope, PMI Shows – Reuters
Explainer-The Reality of Trump’s Steel and Aluminium Tariffs – Reuters
Trump Tariffs Deal Major Blow to European Steelmakers, Salzgitter CEO Warns – Reuters
Trump’s tariff hike sends aluminum premiums soaring for U.S. buyers – bbg
Trump’s 50% steel tariff could see prices tank in Europe — and soar in the U.S. – cnbc
Poland’s soaring economy sets stage for tight presidential race as US, EU watch closely – fox
Europe stock markets set for negative start to week after Trump doubles steel tariffs – cnbc
Asia-Pacific markets mostly lower after Trump says he plans to double steel tariffs to 50% – cnbc