Weekend 07.19 & 07.20
Japan’s PM Ishiba vows to carry on despite big loss in upper house poll – nikkeiasia
Japan PM laments ‘harsh’ election result as upper house control slips – Reuters
Aug. 1 is ‘hard deadline’ for Trump’s tariffs, Commerce Secretary Lutnick says – cnbc
Japanese markets brace for triple whammy if opposition wins big – jt
Friday 07.18
Business Live – guardian
Trump pushes for 15-20% minimum tariff on all EU goods – ft
These Stocks Could Ride the Next AI Capex Cycle as China Comes Back Online – investing
Stocks flat and Bonds bid on dovish Waller as Fed enters blackout – Newsquawk US Market Wrap
S&P, Nasdaq End Flat After Report of Trump Mulling Tariffs Against Europe – Reuters
Macro Melt-Up Sends Mega-Cap & ‘Most Shorted’ Stocks Soaring, ‘Crypto Week’ Win Elevates Ethereum – Zerohedge
Dow closes more than 100 points lower after report says Trump seeks at least 15% tariff on EU imports – cnbc
Invesco Shares Reach 2-Year High After Filing to Reclassify $360 Billion ETF – Reuters
Stocks making the biggest moves midday: Talen Energy, Invesco, Netflix, Coinbase and more – cnbc
Hedge Funds Lure Record Inflows in First Half of 2025 – Reuters
Goldman Gains “Deeper Appreciation” For Dell’s AI Servers After Investor Trip To Headquarters – Zerohedge
Crypto Market Cap Tops $4 Trillion As House Passes All 3 ‘Crypto Week’ Bills – Zerohedge
Crypto Stocks Jump as Ether Scales Six-Month High – Reuters
Global crypto assets hit $4tn as industry wins backing of US lawmakers – ft
Global Equity Funds See Outflows on Tariff Concerns – Zerohedge
European Shares End Flat as Markets Assess Earnings Flurry – Reuters
It’s The Breadth Of Demand For Treasuries That’s The Problem – Zerohedge
Netflix earnings top estimates but stock slips on ‘elevated expectations’ – yahoofinance
UMich Sentiment Surges Higher As Inflation Expectations Plunge – Zerohedge
US Consumer Sentiment Improves in July – Reuters
Stocks making the biggest moves premarket: Netflix, American Express, Chevron, Sarepta Therapeutics and more – cnbc
Charles Schwab Profit Surges on Trading Boom, Asset Growth – Reuters
American Express Allays Competition Concerns After Profit Beat – Reuters
Futures Flat With $2.8 Trillion In Options Set To Expire – Zerohedge
How the EU is preparing to reach a tariff deal in Trump’s game of chicken – cnbc
FX Daily: Dollar rebound can gather some pace – ing
Burberry’s first-quarter comparable sales fall 1%, less than expected – investing
Burberry shares pop 8% as British heritage pivot lures back U.S. shoppers – cnbc
German Producer Prices Fall 1.3% Y/y in June – Reuters
Defence Group Saab Beats Profit Forecast, Raises 2025 Outlook – Reuters
Trump Eyes Executive Order To Open Up Retirement Funds To Crypto; Report – Zerohedge
European stocks poised to open higher as earnings hold spotlight – cnbc
Australian stocks hit record high amid mixed trading in Asia-Pacific markets – cnbc
Japan’s core inflation cools in June as expected, coming down from 29-month high as rice prices ease – cnbc
Thursday 07.17
Business Live – guardian
Analysis-Institutional Investors Warm to Crypto but Demand Still Nascent – Reuters
Analysis-Lofty US Stock Market Valuations Bank on Earnings Strength – Reuters
Netflix Dips Despite Top- & Bottom-Line Beat, Higher Guidance – Zerohedge
Netflix posts earnings beat as revenue grows 16% in second quarter – cnbc
Netflix posts earnings beat as revenue grows 16% in second quarter – Reuters
Stocks gain and bonds flatten amid positive US data – Newsquawk US Market Wrap
S&P 500, Nasdaq End at Fresh Record Highs as Data, Earnings Point to Consumer Strength – Reuters
Hedge Funds Hammered As ‘Goldilocks’ Data Sends Rate-Cut Odds Reeling – Zerohedge
S&P 500 rises to new closing record, boosted by solid earnings and U.S. economic data – cnbc
US Spot Ether ETFs Post New Record Inflow As Altcoins Pump – Zerohedge
Coke’s shift to cane sugar would be expensive, hurt US farmers – Reuters
Stocks making the biggest moves midday: Lucid Group, Elevance Health, Albemarle, PepsiCo & more – cnbc
Meta and Google are laying a web of globe-spanning subsea cables. We found out what’s involved – cnbc
European Shares See First Daily Gain in Five on Strong Earnings – Reuters
Yield Curve Control? Why Not… – Zerohedge
US Retail Sales Surged In June (Despite Sentiment Slump) – Zerohedge
US Retail Sales Growth, Steady Job Market Bolster Fed’s Rate-Cut Delay – Reuters
DOGE’ Effect Accelerates As ‘Deep Tristate’ Jobless Claims Hit 4 Year high – Zerohedge
Stocks making the biggest premarket moves: PepsiCo, Starbucks, General Electric, Cars.com and more – cnbc
PepsiCo’s Results Exceed Expectations on International Growth, Soda Demand Rebound – Reuters
Futures Flat As Tech Stocks, Dollar Rise – Zerohedge
European Real Estate Stuck in ‘Zombieland’ as Recovery Proves Elusive – Reuters
US Tariffs Would Eat up German Growth This Year and Next, Bundesbank Chief Says – Reuters
ABB Posts Record Orders on Booming US and Data Centre Demand – Reuters
Trump: Sending Tariff Letters To More Than 150 Countries – Zerohedge
European stocks set to open higher as markets weigh tariffs and Trump comments – cnbc
Asia-Pacific markets mostly rise as investors assess Japan’s trade data and Trump’s plans for Powell – cnbc
Japan’s exports fall for second straight month with no U.S. trade deal in sight, raising recession fears – cnbc
TSMC profit surges 61% to record high fueled by AI chip demand – cnbc
Wednesday 07.16
Business Live – guardian
Earnings live: Wall Street banks forge ahead to kick off second quarter earnings season – yahoofinance
Wall Street CEOs See Some Tariff Impact Filtering Into Customer Behavior – Reuters
Analysis-Battered Dollar a Boon for U.S. Multinational Companies – Reuters
United Airlines Sees Profit Below Estimates as Travel Spending Dips – Reuters
Markets chop on prospects of Powell firing and soft PPI – Newsquawk US Market Wrap
Wall Street Ends Up, After Brief Downward Detour on Powell Firing Confusion – Reuters
Wall Street is rattled as Trump says he discussed firing Powell but is ‘unlikely’ to do it – bbg
PPI, Powell, & Pro-Crypto Bill Passage Spark Chaos Across Capital Markets – Ζerohedge
Dow adds 200 points, S&P 500 rises in volatile trading as Trump denies he’s firing Powell – cnbc
Fed’s Bostic: Recent Data Show Price Pressures May Be Building – Reuters
Beige Book Spells Trouble For Powell: Mentions Of “Inflation” Tumble To 4 Year Low, As Growth Concerns Mount – Zerohedge
US Economic Activity Rises but Outlook Pessimistic, Fed Says – Reuters
Stocks making the biggest moves midday: Morgan Stanley, ASML, Johnson & Johnson, SolarEdge and more – cnbc
Bitcoin, Ether Bounce Back As House Passes Procedural Vote On ‘Crypto Week’ Bills – Ζerohedge
Chip Stocks Drag European Shares Lower After ASML’s Warning – Reuters
Trump Sparks Market Chaos: Denies CBS Reports Of Imminent Firing Of ‘Knucklehead’ Powell – Ζerohedge
Status Of Tariffs With 15 Top US Trading Partners – What To Know So Far – Ζerohedge
Pentagon Awards Contracts To 4 Artificial Intelligence Developers – Ζerohedge
OpenAI says it will use Google’s cloud for ChatGPT – cnbc
US PREMARKET
Airbus Partners With Kratos Defense to Supply Combat Drones to Germany – Reuters
US Industrial Production Surges In June – Ζerohedge
US Manufacturing Output Edges up in June – Reuters
Trump’s World Liberty Crypto Tokens to Become Tradable – Reuters
US Producer Prices Blow Up Tariff-Flation Narrative – Zerohedge
Producer Price Index News Release – BLS
US Producer Prices Flat in June, but Tariffs Lift Goods Costs – Reuters
Stocks making the biggest moves premarket: Goldman Sachs, ASML, Diageo, Johnson & Johnson and more – cnbc
EU proposes raising defense funding in 2-trillion-euro budget – cnbc
Some Big US Banks Plan to Launch Stablecoins, Expecting Crypto-Friendly Regulations – Reuters
Big banks are back. Here’s why. – yahoofinance
Goldman Sachs tops estimates as traders generate $840 million more revenue than expected – cnbc
Morgan Stanley earnings top estimates on increased trading revenue – cnbc
Bank of America Misses On Revenue Despite Stellar Sales And Trading Results, Projects Two Rates Cuts In NII Forecast – Zerohedge
Bank of America Profit Beats Estimates as Market Turmoil Boosts Trading – Reuters
Bank of America puts up mixed results as net interest income misses analysts’ expectations – cnbc
Johnson & Johnson Beats Profit Estimates on Strong Darzalex, Medtech Sales – Reuters
Renault Shock Profit Warning Sends Shares Crashing – Zerohedge
Renault shares plunge 17% after French carmaker lowers guidance, appoints new interim CEO – cnbc
ASML Shares Plunge As Uncertainty Casts Shadow Over 2026 Outlook – Ζerohedge
Chip giant ASML smashes expectations on second-quarter net bookings – cnbc
Richemont Reports 6% Rise in Sales as Jewellery Defies Luxury Slowdown – Reuters
European stocks set for downbeat open after U.S. inflation data, tariffs fuel growth concerns – cnbc
Asia-Pacific markets trade mixed after Trump’s tariffs on Indonesia – cnbc
China’s Rare Earths Exports High Highest Level Since 2009 – Zerohedge
Tuesday 07.15
Business Live – guardian
Bond market sends troubling signal on inflation that should concern investors – Marketwatch
BofA Says ‘Toppy’ Sentiment to Spark Stocks Rotation Not Retreat – Reuters
Bonds hit and Dollar bid as CPI report shows tariff impact – Newsquawk US Market Wrap
Most U.S. stocks slump, but Nvidia nudges Nasdaq to another record – bbg
Semis & CPI Spark Surge In Big-Tech & The Buck; Bullion, Bitcoin, & Bonds Dumped – Zerohedge
Dow drops 400 points on earnings, inflation woes; Nvidia lifts Nasdaq to record close – cnbc
How investors lose money when bitcoin rises – axios
Bitcoin is nearly double where it was a year ago. This is what’s behind the run – cnbc
‘Crypto Week’ Stalls On Failed Procedural Vote As Stablecoins Dominate Bitcoin Banter – Zerohedge
Stocks making the biggest moves midday: First Solar, Newmont, Wells Fargo, Nvidia & more – cnbc
US Strikes Trade Deal With Indonesia, Trump Says, Without Providing Details – Reuters
Central banks are increasingly buying gold from local mines as prices surge – cnbc
Renault Lowers 2025 Guidance, Names Finance Chief Minto as Interim CEO – Reuters
European Shares Fall on Healthcare, Financials Drag; Focus on US-EU Trade Deal – Reuters
Oracle to invest $3 billion in AI, cloud expansion in Germany, Netherlands – Reuters
Tariff-ic! Core Consumer Price Inflation Cooler Than Expected In June – Zerohedge
Modest evidence of tariff impact on June US inflation, but that is set to change – ING
Inflation Rose More Than Expected Last Month As Trump’s Tariffs Raise Prices – forbes
Fed’s Inflation Fears Start to Be Realized With June CPI Increase – Reuters
US Consumer Prices Rise in June as Tariff Pass-Through Begins – Reuters
Inflation picks up again in June, rising at 2.7% annual rate – cnbc
Stocks making the biggest moves premarket: Nvidia, Trade Desk, BlackRock, Wells Fargo and more – cnbc
European Second-Quarter Corporate Profits Expected to Fall 0.7% – Reuters
Citigroup beats second-quarter estimates as markets and banking revenues jump – cnbc
France’s Belt-Tightening Plan to Avoid Being ‘Crushed’ by Mounting Debt – Reuters
JPMorgan Beats Top And Bottom Line On Solid Investment Banking, Trading Results – Zerohedge
JPMorgan Chase tops estimates on stronger-than-expected trading, investment banking – cnbc
BNY Profit Beats on Higher Interest Income, Fee Revenue – Reuters
Futures Rise, Nvidia Spikes After Trump Greenlights Selling Some Chips To China – Zerohedge
Google to invest $25 billion in data centers and AI infrastructure across largest U.S. electric grid – cnbc
German Investor Morale Rises More Than Expected in July, ZEW Finds – Reuters
ASML gets a downgrade ahead of results. Key client Intel is to blame – Marketwatch
‘Show me the money’: EU’s defence industry wants at least €100 billion after 2027 – euronews
European markets set to open in positive territory despite Trump tariff threat – cnbc
Asia-Pacific markets mostly rise after China’s second-quarter growth beats estimates – cnbc
Japan bond yields hit multi-decade highs as fiscal fears mount ahead of election – cnbc
China Q2 GDP Drops To 5.2% But Beats Expectations Thanks To Subsidies And Tariff Frontrunning – Zerohedge
China’s second-quarter growth beats forecasts but deflation fears fuel calls for stimulus, deeper reform – cnbc
Monday 07.14
Business Live – guardian
‘Big’ Announcement On Russia Is More TACO: Oil Tumbles As Trump ‘Delays’ Sanctions Threat Against Putin – Zerohedge
Nvidia says it will resume H20 AI chip sales to China ‘soon,’ following U.S. government assurances – cnbc
Stocks bid and bonds meander as focus turns to CPI – Newsquawk US Market Wrap
Gold, Oil, & Crypto Pump’n’Dump Amid “Incredibly Quiet” Stock Trading Ahead Of CPI – Zerohedge
S&P 500 posts slim gain Monday as traders hope for lower tariffs before Aug. 1 deadline – cnbc
Goldman Sachs Raises Brent Oil Forecast for Second Half of 2025 to $66 – Reuters
Stocks making the biggest moves midday: Autodesk, PayPal, Rivian, Nebius, Waters and more – cnbc
Trump to Unveil $70 Billion in AI and Energy Investments – Reuters
Meta CEO Zuckerberg says first AI data supercluster will come online in 2026 – cnbc
European Shares End Lower as Trump’s Tariff Threats Keep Markets on Edge – Reuters
Meta’s Zuckerberg Pledges Hundreds of Billions for AI Data Centers in Superintelligence Push – Reuters
Deutsche Bank warns of sharp market reaction if tariff decision surprises – investing
Bitcoin Rally Driven More by Institutional Demand Than Speculation – Reuters
In middle of Trump’s trade war, importers hold more cash and move inventory off the books – cnbc
US Futures Drop, Europe Slides, Bitcoin Soars On Tariff Risks As CPI, Earnings Loom – Zerohedge
Stocks making the biggest moves premarket: Kenvue, Rivian, Affirm, SolarEdge Technologies and more – cnbc
Key Events This Very Busy Week: CPI, PPI, Retail Sales, Tons Of Fed Speakers And Earnings Season Begins – Zerohedge
Germany’s $325 Billion Investment Blitz: Real Revival Or PR Smoke – Zerohedge
German Exporters Lose Market Share as Competitiveness Slips, Bundesbank Says – Reuters
What Trump’s 30% tariff threat means for the European Union — in charts – cnbc
European markets head south after Trump slaps 30% tariff on EU – cnbc
Asia-Pacific markets trade mixed as investors assess Trump’s latest tariff threats; bitcoin hits new highs – cnbc
China’s Exporters Rush to Beat Trump’s Next Big Tariff Deadline – Reuters