Weekend 06/29 & 06/30
Top 5 things to watch in markets in the week ahead – investing
France elections latest: Far-right National Rally ahead after first round of voting in snap French election – exit polls – sky
Macron ‘practically wiped out’, Marine Le Pen declares – telegraph
French election results: winners and losers in Paris – euronews
French elections: Far right surges in first round, left comes second ahead of Macron’s camp – lemonde
Le Pen’s far right set for big win in first round of French election – politico
Turnout high in French elections as voters weigh far-right rule – wp
French Far Right Holds Strong Lead Ahead of Vote: What to Watch – bbg
China Factory Activity Shrinks Again in Warning to Economy – bbg
US Employment Seen Moderating Along With Wage Growth – bbg
French voters head to the polls in a snap election that could hand power to the far right – cnbc
France’s election has the ability to rock wider European stocks, Citi strategist says – cnbc
Macron Heads Into Election Showdown as Le Pen Looks Hard to Beat – bbg
France’s far right looks headed for victory in the first round at the polls. Here’s what that means – cnbc
Friday 06/28
Business Live – guardian
France’s Snap Election: Five Questions for Markets – Reuters
Stocks and Bonds whipsaw to US data on month/quarter end – Newsquawk US Market Wrap
S&P Surges To Best Election Year H1 Since 1976 As Rate-Cut Hopes & Macro Data Collapse – Zerohedge
S&P 500 closes lower Friday, but AI trade drives a 14.5% gain in first half of 2024 – cnbc
Stocks making the biggest moves midday: Trump Media, Kura Sushi, Nike and more – cnbc
Nike Shares Crash Near COVID Lows After Warning Sales Slump Is Worsening – Zerohedge
Nike Stock Plunges as Gloomy Sales Forecast Fans Growth Concerns – Reuters
Nike Rout Is Exclamation Point on Bleak Week for Consumer Stocks – bbg
Instant View: US Inflation Cools in May; Consumer Spending Rises Moderately – Reuters
‘SuperCore’ Inflation Rises For 49th Straight Month As Spending Disappoints – Zerohedge
US Inflation Cools in May, Boosting Hopes of Fed Rate Cut – Reuters
UMich ‘Current Conditions’ Sentiment Crumbles to 13-Month Lows, Inflation Expectations Tumble – Zerohedge
US Equity Funds See Sharp Inflows Ahead of Inflation Data – Reuters
Key Fed measure shows inflation rose 2.6% in May from a year ago, as expected – cnbc
Futures Jump After Biden’s Disastrous Debate, Core PCE Looms – Zerohedge
Apple iPhone Shipments In China Jump 40% After Big Discounts – Zerohedge
Dollar Edges Up as Markets View Trump Leading Election Debate – bbg
Biden Struggles as He Spars With Trump on Economy: Debate Takeaways – bbg
Bill Gates Is Investing “Billions” In The New Wave Of Nuclear Power – Zerohedge
China Is ‘Killing Us as a Country,’ Trump Tells Biden in Debate – bbg
European stocks slightly higher as investors await fresh inflation data – cnbc
Asia-Pacific markets rise as investors assess Japan economic data; yen hits fresh 38-year low – cnbc
Global Funds Back to Selling Chinese Stocks as Optimism Fades – bbg
Tokyo Inflation Quickens, Output Gains Keeping BOJ on Hike Path – bbg
Asian Stocks to Gain, Treasuries Rally Into US PCE: Markets Wrap – bbg
Thursday 06/27
Recap of the first 2024 presidential debate between Biden and Trum – cnbc
Nike Shares Drop on Sales Miss, Deepening Demand Slump – bbg
Nike warns of guidance cut as it posts slowest annual sales gain in 14 years – cnbc
Rivian investor day focuses on cost reductions, efficiencies and next-generation EVs – cnbc
Bonds, Bullion, Bitcoin, & Big-Tech (Ex-NVDA) Bid Despite Macro Meltdown – Zerohedge
S&P 500 closes little changed as investors brace for Fed’s preferred inflation gauge – cnbc
IMF Blasts US Over Risky Deficits, Debt, Trade Rules and Banks – bbg
The List of Money Managers Dumping Oil Stocks Just Got Longer – bbg
EV, Chips, Crypto Stocks in Crosshairs as Biden, Trump Face Off – bbg
Nvidia Retail Craze Unleashes Big Moves in the World of ETFs – bbg
‘Volatile and Unpredictable’: Why Fast-Money Traders Like Trump – bbg
Stocks making the biggest moves midday: Walgreens Boots Alliance, Levi Strauss, International Paper and more – cnbc
‘Beware The Trump Inflation Bomb!’: New ‘Experts Agree’ Narrative Just Dropped, Nobel Laureate Edition – Zerohedge
Biden Preparing To Approve Deployment Of US Military Contractors To Ukraine – Zerohedge
European Shares Subdued Ahead of Economic Data, French Elections; H&M Plunges – Reuters
US Economy Shows Further Signs of Slowing Under High Rates – bbg
US Pending Home Sales Unexpectedly Plunged In May To A New Record Low – Zerohedge
Final Q1 GDP Print Confirms Sharp Consumer Slowdown – Zerohedge
US Core Capital Goods Orders Fall Sharply in May – Reuters
Orders for US Business Equipment Match Biggest Drop This Year – bbg
Core Durable Goods Orders Decline In May; Growth Scare Grows As Shipments Plunge – Zerohedge
US Recurring Jobless Claims Rise to Highest Since End of 2021 – bbg
Continuing Jobless Claims RIse To Highest Since Nov 2021 – Zerohedge
Walgreens Shares Crash 20% On Full-Year Guidance Cut, Warns “Worse-Than-Expected” Consumer Environment – Zerohedge
Walgreens stock plunges as drugstore chain slashes profit guidance in ‘challenging’ consumer environment – cnbc
French Bond Spread Widens Again With Markets on Edge Before Vote – bbg
Germany May Object If ECB Moves to Lower French Bond Yields – bbg
Futures Drop As Macro Tumbles, Consumer Weakness Spreads – Zerohedge
France’s upcoming election is rattling nerves and raising debt crisis talk – cnbc
GSK Shares Slide After US Health Agency Narrows Scope of RSV Shots – Reuters
H&M plunges 13% on doubts over full-year margin target, June sales outlook – cnbc
European markets head for negative open as inflation worries persist – cnbc
Asia-Pacific markets fall after Japan’s yen weakens to a near 38-year low – cnbc
Asian Stocks to Fall as Yen Plunges to Fresh Low: Markets Wrap – bbg
Wednesday 06/26
Micron Drops After Forecast Fails to Meet Lofty Expectations – bbg
Micron shares slide after revenue forecast fails to top estimates – cnbc
Large cap stocks support indices while Yen slump keeps DXY bid – Newsquawk US Market Wrap
Wall Street Ends Slightly Up, Trade Choppy Ahead of Inflation Data – Reuters
Yen-sanity Blows As Jensenity Slows: Bonds & Bullion Dumped As Big-Tech (Ex-NVDA) Jumps – Zerohedge
S&P 500 inches higher for a second day as tech shares gain – cnbc
Stocks making the biggest moves midday: Rivian Automotive, FedEx, Whirlpool and more – CNBC
Amazon Plans Discount Web Store in Effort to Counter Temu, Shein – bbg
VW-Rivian deal holds benefits for both automakers – axios
European Shares Slip as Bond Yields Weigh, French Elections Awaited – Reuters
European Stocks Decline as Bond Yields Rise on Rates Uncertainty – bbg
Highest Inventory of New US Homes Since 2008 Threatens Building – bbg
US New Home Sales Crashed In May – Zerohedge
US New-Home Sales Slump to Slowest Pace Since November – bbg
Dollar Soars to Fresh 2024 High as Fed Diverges From Major Peers – bbg
Stocks making the biggest moves premarket: Rivian, FedEx, Whirlpool, Nvidia, Micron and more – cnbc
Futures Fade Despite Continued Tech Meltup, Japanese Yen Craters – Zerohedge
German Consumer Sentiment Unexpectedly Dips in July, Finds GfK – Reuters
Lufthansa is adding up to €72 to ticket prices to pay for sustainable fuel – euronews
Euro Zone Yields Edge up Before Inflation Data, Caution Over France – Reuters
France’s 2017 Elections Provided a Very Different Market Stress – bbg
European markets head for positive open as global chip stocks stabilize – cnbc
Asia-Pacific markets mixed as Australia’s inflation climbs; chip stocks track Nvidia rebound – cnbc
‘Crazy’ for Japan to Intervene on Yen Before Friday, Traders Say – bbg
China’s 10-Year Yield Down to Lowest Since 2002 as Rally Extends – bbg
Australia’s Faster Inflation Raises Risk of RBA Rate Hike – bbg
Australia Inflation Jumps to 6-Mth High in May, Ramps up Rate Hike Risks – Reuters
HSBC Upgrades Korean Stocks to Overweight on Memory Growth Ahead – bbg
Economists Raise China Growth Forecasts as Exports Improve – bbg
Japanese Stocks to Rise as Nvidia Rebound Lifts US: Markets Wrap – bbg
Tuesday 06/25
FedEx’s Annual Profit Outlook Beats Estimates on Deep Cost Cuts – bbg
Rivian shares soar 30% after Volkswagen takes $1 billion stake – cnbc
MAG7 Melts-Up Amid Macro Malaise; Bonds Slop, Bitcoin Pops, Black Gold Drops – Zerohedge
Nasdaq Ends Higher on Tech Strength; Dow Pulls Back – Reuters
S&P 500, Nasdaq snap three-day slide Tuesday as Nvidia shares rebound – cnbc
AI Stocks to Leave Big Impact on Russell Reconstitution – Reuters
Stocks making the biggest moves midday: SolarEdge Technologies, Pool Corp., Carnival and more – cnbc
European Shares Fall as Airbus Leads Aerospace Sell-Off – Reuters
European Shares Decline as Airbus and Merck Weigh on Gauge – bbg
Steve Eisman Says the Nvidia Story Is Going to Last for Years – bbg
US Consumer Confidence Retreats Slightly; House Prices Remain Elevated – Reuters
US Consumer Confidence Declines on Weaker Outlook for Economy – bbg
Dallas Fed Respondents Blast “Poor National Leadership” As Stagflation ‘Erodes Business Confidence’ – Zerohedge
US Home Prices Hit New Record High, But YoY Appreciation Slows… – Zerohedge
Carnival Boosts Outlook as Cruise Demand Keeps Breaking Records – bbg
Futures Rise As Nvidia Rebound From 3-Day Rout – Zerohedge
Novo Nordisk Shares Hit New Record As Wegovy Gets Approval In China – Zerohedge
European stocks close lower; Airbus down 9%, chip stocks volatile – cnbc
China’s CSI 300 hits a four-month low even as most Asia-Pacific markets gain – cnbc
Monday 06/24
Dollar sold amid month end as NVDA weighs on Tech – Newsquawk US Market Wrap
“Sell Big-Tech & Bitcoin, Buy Everything Else…” – Zerohedge
Goldman Explains Why A Trump Victory Will Pop The AI/Tech Bubble – Zerohedge
Futures Flat As Nvidia Slides For Third Day – Zerohedge
Key Events This Week: Core PCE, Presidential Debate And French Election – Zerohedge