Weekend 07.26 & 07.27
Trump announces EU trade deal with 15% tariffs – cnbc
EU chief to meet Trump in Scotland in push to avoid a transatlantic trade war – cnbc
Tariffs, Fed, Tech Results Headline Jam-Packed Markets Week – Reuters
Friday 07.25
Stocks and bonds ultimately bid ahead of key risk week – Newsquawk US Market Wrap
Memes Over Momo; Retail Hammers Hedgies As Gold & Bitcoin Sink – Zerohedge
S&P 500, Nasdaq Close at Records; Deckers Soars on UGG Demand – Reuters
S&P 500 posts fifth straight record close this week, powered by solid earnings – cnbc
LVMH in Talks to Offload Fashion Label Marc Jacobs, Sources Say – Reuters
Stocks making the biggest moves midday: Tesla, Intel, Deckers, Charter Communications and more – cnbc
Global Equity Funds Draw Weekly Inflows on Trade Deal Optimism – Reuters
Ether ETF Inflows Outpace Bitcoin For 6 Straight Days As Global Liquidity Soars – Zerohedge
Intel Finally Beats On Revenue, Gives Upbeat Forecast – Zerohedge
AI won’t replace you just yet, Wharton professor says—but it’ll be ‘a huge concern’ for entry-level workers – cnbc
US Business Equipment Spending Appears to Have Slowed Sharply in Second Quarter – Reuters
Durable Goods Orders (Ex-Transports) Beat Expectations In June – Zerohedge
Stocks Ease Back From Record High Ahead Of Tariff Deadline, Earnings Flood – Zerohedge
German Business Sentiment Rises to Highest Level in More Than a Year – Reuters
Puma Inventory Headache Highlights US Tariff Dilemma for Retailers – Reuters
Puma Crashes Most Since 1991 After “Major Profit Warning” – Zerohedge
Puma shares plunge 17% after full-year sales, profit outlook cut on U.S. tariffs – cnbc
Volkswagen CEO Hopes for Own Tariff Deal With ‘Attractive’ Investments – Reuters
Auto giant Volkswagen cuts guidance as U.S. tariffs hit profit hard – cnbc
European markets set to open lower as U.S. trade talks and earnings keep spotlight – cnbc
Asia-Pacific stocks fall as investors weigh recent trade developments – cnbc
Thailand Warns Border Crisis With Cambodia “Could Escalate Into War” – Zerohedge
Thursday 07.24
Business Live – guardian
Deutsche Bank Strategists Say Market Is Almost Too Hot to Handle – BBG
Alphabet Jumps as AI-Driven Spending Fuels Cloud Revenue Surge – Reuters
Intel beats on revenue, slashes foundry investments as CEO says ‘no more blank checks’ – cnbc
Strong GOOG earnings help boost Tech while dollar gains on rise in US yield – Newsquawk US Market Wrap
S&P 500 and Nasdaq Notch Record Closes, Lifted by Alphabet – Reuters
Hulking Gains Continue For Meme Stocks & Mega-Caps; Gold Lags – Zerohedge
S&P 500, Nasdaq close at fresh records following solid Alphabet earnings – cnbc
Trump Reveals Sweeping AI Roadmap: Three Charts Explain The Race To Dominate AI – Zerohedge
Stocks making the biggest moves midday: Tesla, IBM, Union Pacific, American Eagle Outfitters and more – cnbc
LVMH’s Arnault Plans New Texas Factory, as Company Awaits US-EU Trade Deal – Reuters
European Shares Close Higher After ECB Leaves Rates Unchanged – Reuters
US New Home Sales Disappoint In June As Prices Plunge – Zerohedge
PMI Surveys Show Manufacturing Slump, Services Jump In July – Ζerohedge
Largest U.S. Power Grid Issues “Max Generation Alert” – Ζerohedge
US Labor Market Steady, Jobless Claims at Three-Month Low – Reuters
‘Deep TriState’ Layoffs Leave Continuing Jobless Claims ‘Stuck’ At Highest Since 2021 – Ζerohedge
Moncler raises prices on tariffs, may postpone store openings if downturn worsens – cnbc
Defense Contractor L3Harris Raises 2025 Outlook on Steady Demand – Reuters
American Airlines Forecasts Wide Range Due to Economic Uncertainty – Reuters
ECB leaves for the summer with a touch of Doris Day – ing
ECB Keeps Rates Unchanged, As Expected – Ζerohedge
Global Stocks, US Futures Hit New Record Highs As Google Earnings Boost AI Theme – Zerohedge
Euro Zone Business Activity Growth Hits 11-Month High in July, PMI Shows – Reuters
No ‘woke AI’ in Washington, Trump says as he launches American AI action plan – cnbc
Alphabet spends more on AI — but also earns more from it – cnbc
European Car Sales Slump in June as Automakers’ Woes Deepen – Reuters
STMicroelectronics swings to loss in Q2 on lower revenue, charges – investing
Deutsche Bank posts quarterly profit beat despite euro strength – cnbc
Nestlé H1 profit drops 10% as higher costs and strong franc hit sales – investing
European stocks set to open higher on optimism that U.S.-EU trade deal is imminent – cnbc
Japan’s Topix hits record high as Asia-Pacific stocks climb on trade deal optimism – cnbc
Wednesday 07.23
Stock markets rally after US-Japan trade deal announced – business live – guardian
Analysis-US-Japan Trade Deal Averts Worst for Global Economy – Reuters
Explainer-What Is Tokenization and Is It Crypto’s Next Big Thing? – Reuters
Trump said he considered breaking up Nvidia; signs 3 orders to support AI – investing
Alphabet Shares Rise After Big Upward Revision To CapEx Outlook; Search Revenues Soar – Zerohedge
Alphabet beats earnings expectations, raises spending forecast – cnbc
Tesla Stock Flat After Q2 Earnings Light On Revenue And Earnings, Heavy On Vision, But Lacking Guidance – Zerohedge
Tesla reports sales miss as auto revenue drops for second straight quarter – cnbc
IBM shares drop despite earnings beat – cnbc
ServiceNow lifts guidance on AI growth – cnbc
Risk assets bid and havens hit on US/Japan deal and touted EU deal – Newsquawk US Market Wrap
‘Deals’ & Dismal Data Send Bonds, Bullion, & Bitcoin Lower; Quant Chaos Continues – Zerohedge
U.S. stocks rise to more records following a U.S.-Japan trade deal – bbg
S&P 500 Hits Record High on Optimism About Trade Deals – Reuters
Dow jumps 500 points, S&P 500 closes at another record on Trump trade deal optimism – cnbc
Top Goldman Trader Raises Specter Of Aug 2007’s ‘Quant Quake’ – Zerohedge
Goldman, BNY Team up to Launch Tokens Tied to Money Market Funds – Reuters
Stocks making the biggest moves midday: GE Vernova, Texas Instruments, Krispy Kreme and more – cnbc
US and EU close in on 15% tariff deal – FT
Automakers Propel European Shares to Two-Week Highs on US-EU Trade Deal Optimism – Reuters
US Existing Home Sales Dip Back Near 15 Year Low In June As Prices Hit Record High – Zerohedge
Global Stocks, US Futures Trade In Record Territory After US-Japan Trade Deal – Zerohedge
Stocks making the biggest moves premarket: Hasbro, Texas Instruments, Hilton, AT&T and more – cnbc
Freeport-McMoRan Still Waiting for US Copper Tariff Details, CEO Says – Reuters
GE Vernova Raises Annual Forecasts, Beats Second-Quarter Profit Estimates – Reuters
General Dynamics Profit, Revenue Beat Estimates on Strong Marine Business, Jet Deliveries – Reuters
UniCredit lifts profit guidance, leaving Banco BPM bid behind – cnbc
Thales Raises 2025 Sales Growth Forecast on Strong Defence Demand – Reuters
Europe’s most valuable firm SAP flags U.S. trade slowdown but says Japan deal gives ‘hope’ – cnbc
SAP shares seen lower after second-quarter results – Reuters
European stocks set to rally at the open as U.S.-Japan trade deal boosts global market sentiment – cnbc
Japan stocks jump over 3% as Trump announces trade deal; broader Asia markets also rise – cnbc
CNBC Daily Open: The 15% tariff rate on Japan can feel like a relief only because of hefty ones before – cnbc
Trump announces ‘massive’ trade deal with Japan, setting tariffs at 15% – cnbc
Tuesday 07.22
Analog Chipmaker Texas Instruments Forecasts Third-Quarter Revenue Above Estimates – Reuters
Large-cap weakness leads NDX lower as earnings season gets into full swing – Newsquawk US Market Wrap
Momo Massacred As Meme-Stocks Melt-Up; Bonds, Bullion, & Bitcoin Surge – Zerohedge
S&P 500 Notches Record-High Close; GM Slumps as Tariffs Bite – Reuters
S&P 500 ekes out another record close Tuesday as traders react to latest earnings – cnbc
Tesla’s California Sales Down for Seven Straight Quarters – Reuters
Fed Officials, Banking Experts Discuss Regulatory Rewrite Effort at Conference – Reuters
Goldman Sachs is getting worried about the economy – cnbc
The Fed may not be able to cut interest rates this year, BofA says – investing
Stocks making the biggest moves midday: Kohl’s, General Motors, Lockheed Martin, Medpace and more – cnbc
Philippines to pay 19% tariff, Trump says – Reuters
Shares of department store Kohl’s surge 30% in wild trading – cnbc
UBS Finds iPhone Demand “Fizzled” In June, Expects Weak Momentum Ahead of September Launch – Zerohedge
OpenAI expands Oracle data center deal, says parts of Stargate 1 in Texas are operational – cnbc
European Shares End Lower as Corporate Results, Trade Anxiety Weigh – Reuters
European Second-Quarter Corporate Profits Expected to Fall 0.3% – Reuters
Western Union Joins Stablecoin Race, Eyes Crypto Partnerships; CEO Says – Zerohedge
Sam Altman, Masa Son’s Massive “Stargate” Initiative Flops, Nothing But Hot Air Between Two Egomaniacs – Zerohedge
“No Spare Capacity”: Watchdog Warns Largest US Grid Is Maxed Out Amid Data Center Buildout – Zerohedge
Trump China tariff deadline likely to be extended, Bessent says – cnbc
What To Know About Big Pharma, In Charts – Zerohedge
Stocks making the biggest moves premarket: Opendoor Technologies, General Motors, Lockheed Martin, Medpace and more – cnbc
Futures Rally Pauses At All Time High With Mag7 Earnings On Deck – Zerohedge
These charts show just how hard Trump’s tariffs are hitting Europe’s auto giants – cnbc
Halliburton Forecasts Steep Full-Year Revenue Decline on Softer Demand – Reuters
Philip Morris’ Shares Hit as ZYN Falls Behind High Sales Expectations – Reuters
Northrop Grumman Lifts 2025 Profit Forecast on Strong Demand for Weapons – Reuters
Lockheed Tumbles Most In Months After Slashing Outlook On $1.6 Billion Hit – Zerohedge
RTX Cuts 2025 Profit Forecast as Tariff Costs Weigh – Reuters
Coca-Cola earnings beat estimates as strong demand in Europe helps offset weakness elsewhere – cnbc
GM Slides 7% After Beating Q2 Earnings Despite $1 Billion Tariff Hit, Warns of Steeper Impact Ahead – Zerohedge
GM beats earnings estimates as CEO says automaker works to ‘greatly reduce’ tariff exposure – cnbc
Nokia cuts 2025 operating profit outlook due to currency impact – investing
European stocks set for another lower open as tariff uncertainty dents sentiment – cnbc
Asia-Pacific markets mixed after Wall Street benchmarks hit record highs – cnbc
China, Hong Kong Shares Extend Rally on Tibet Dam Project Boost – Reuters
Analysis-How Japan’s Election Outcome Muddles the BOJ’s Policy Path – Reuters
Monday 07.21
Bonds, Bullion, & Big-Tech Bid; Meme-Stocks Melt Up Into Seasonal Shift – Zerohedge
S&P 500 and Nasdaq Notch Record High Closes, Lifted by Alphabet – Reuters
S&P 500 posts first close above 6,300, Nasdaq hits a record ahead of big tech earnings – cnbc
Morgan Stanley stays bullish on U.S. stocks – bbg
Bessent: Imposing Aug. 1 tariffs ‘will put more pressure’ on trade partners for deals – cnbc
Retail Speculation Is Back With A Vengeance – Zerohedge
Nuclear energy firms see $1.2B following Trump’s executive orders – fox
Deutsche Bank Warns ‘Beware The End Of The Month’ – Zerohedge
Stocks making the biggest moves midday: Block, SolarEdge, Cleveland-Cliffs, Verizon & more – cnbc
European Shares End Lower as Investors Assess Mixed Earnings; Focus on Trade Talks – Reuters
Swiss sight deposits jump spurs talk of central bank currency intervention – Reuters
US Not Rushing Trade Deals Ahead of August Deadline, Will Talk With China, Bessent Says – Reuters
US PREMARKET
US Futures Rise Back To All Time High Ahead Of Huge Earnings Week – Zerohedge
Stocks making the biggest moves premarket: Block, Pinterest, Verizon and more – cnbc
Foreign Investors Buy Nearly 100 Billion Euros of Euro Zone Debt in May, Citi Says – Reuters
Verizon Boosts Annual Forecast on Demand for Premium Plans, Tax Law Benefit – Reuters
Key Events This Week: Light On Data, Heavy On Earnings – Zerohedge
US Tariffs Could Cost Italy up to 0.8% of GDP, Business Lobby Says – Reuters
Jeep maker Stellantis warns of a shock $2.7 billion loss as tariffs bite – cnbc
European markets set to start the week on a negative note as tariff threat weighs – cnbc
Japanese yen strengthens after ruling party’s defeat – cnbc
Japan PM Ishiba Vows To ‘Stay On’ Despite Ruling Coalition Facing Major Loss; Exit Polls Show – Zerohedge
China keeps benchmark lending rates steady as economic growth stays strong – cnbc