Friday 07/26
Stocks end the week on a high as a pivotal week awaits – Newsquawk US Market Wrap
Two Trillion & Counting… The Mega-Cap Meltdown Continues – Zerohedge
Stocks soar, Dow closes 650 points higher buoyed by bullish inflation report – cnbc
Stocks making the biggest moves midday: 3M, Dexcom, Sweetgreen, Texas Roadhouse and more – cnbc
Discount Retailer Big Lots To Close More Than 50 Stores In California – Zerohedge
European Shares Post Weekly Gain as Hermes Led Flood of Results – bbg
US Equity Funds Attract Inflows, Defying a Tech Selloff – Reuters
Depressed Democrats Drag UMich Consumer Sentiment Survey To 8-Month-Lows – Zerohedge
US Consumer Sentiment Falls to Eight-Month Low on High Prices – bbg
Fed’s key inflation gauge rose 2.5% in June from a year ago, easing path to rate cut – cnbc
Fed’s Favorite Inflation Indicator Unexpectedly Jumped In June; Savings Rate Slumps – Zerohedge
Futures Rebound From Thursday Rout Ahead Of Core PCE – Zerohedge
ChatGPT Launches AI-Powered Search Engine Prototype – Zerohedge
BofA Says Cooling Economy Will Crack Big Tech Rally Even More – bbg
What’s a Carry Trade Again? And When Is It Not a Moneymaker? – Reuters
ECB Says Consumer Inflation Expectations Held Steady in June – bbg
Nestle analysts are most negative on the stock in four years – bbg
Eni Profit Beats Estimates, Revises Up Full-Year Guidance – Reuters
BASF Profit Falls After Chemical Prices Drop; Cuts on Track – bbg
BASF Profit Falls After Chemical Prices Drop; Cuts on Track – Reuters
Vale Earnings Trail Analyst Estimates on Higher Expenses – bbg
European stocks head for mixed open as selloff eases; U.S. inflation data due – cnbc
Asian Stocks Edge Higher as US Futures See Gains: Markets Wrap – Reuters
Thursday 07/25
Business Live – guardian
Markets today: stocks caught in tug of war between tech and rest – bbg
Does the US have a currency problem, as Donald Trump suggests? – ing
Great Rotation Trade Sees Investors Dump AI Giants for Less Obvious Stocks – bbg
Stocks making the biggest moves after hours: Dexcom, Coursera, Deckers Outdoor and more – cnbc
Skechers Raises Outlook After Record Q2 – fn
Deckers Outdoor Raises FY Profit Target on Strong Hoka, UGG Demand – Reuters
Deckers Continues to Ride High With Help From Hoka and Ugg in Q1, Finds New Home For Sanuk – fn
Stocks mixed and treasuries flatten after GDP beats ahead of PCE – Newsquawk US Market Wrap
S&P, Nasdaq End Lower in Fickle Trading, Megacap Trend Uncertain – Reuters
Mega-Cap Meltdown Continues As ‘Good News’ Sends Rate-Cut Hopes Reeling – Zerohedge
S&P 500, Nasdaq close lower Thursday as tech comeback attempt falters – cnbc
Trump Tariffs Are a Threat to Stocks, Evercore’s Schlosstein Says – bbg
Stocks making the biggest moves midday: Ford, Viking Therapeutics, ServiceNow and more – cnbc
Trump Wants a Weaker Dollar But Wall Street Doubts He’ll Get One – bbg
European Stocks Hit by Weak Earnings on Busiest Reporting Day – bbg
France’s CAC 40 Drops 10% From May High, Set for Correction – bbg
Lineage begins trading in the market’s largest IPO of 2024 – cnbc
US GDP growth beats expectations, but fails to dent the market’s faith in rate cuts – ing
US Economy Grew Faster Than Expected Last Quarter on Firm Demand – bbg
Q2 GDP Unexpectedly Soars To 2.8%, Crushing Estimates As Core PCE Prints Hot – Zerohedge
U.S. economy grew at a 2.8% pace in the second quarter, much more than expected – cnbc
US Continuing Jobless Claims Hover At 32-Month Highs – Zerohedge
Futures Drop As Japan, European Stocks Tumble On AI Bubble Bursting Fears – Zerohedge
Royal Caribbean Falls as Slowdown Fears Dim Dividend Restart – bbg
Carrier’s Profit Beats Estimates on Price Hikes, Demand for Cooling Systems – Reuters
FX Daily: JPY correction – small, medium or massive? – ing
German Business Expectations Fall, Deepening Rebound Concerns – bbg
Renault Slumps Amid Auto Malaise, Overshadowing Record Margin – bbg
TotalEnergies’ Profit Drops More Than Expected on Refining – bbg
Sanofi Lifts 2024 Profit Forecast on Strength in Dupixent, New Products – Reuters
AstraZeneca Raises Profit Outlook on Strong Medicines Demand – Reuters
Vodafone’s Growth Slows in Q1 on Decline in Germany – Reuters
Nestle’s Guidance Downgrade Adds To Rough Start For Consumer Earnings Season – Zerohedge
Nestle Cuts Sales Growth Outlook as Consumers Become Increasingly Cost-Conscious – Reuters
Unilever pops 6% on guidance raise, Ben & Jerry’s spinoff on track to complete by end of 2025 – cnbc
Stellantis Shares Plunge as Earnings Fall by Nearly Half – bbg
STMicro Slashes Full-Year Outlook For Second Time Amid Auto Market Slowdown – Zerohedge
Shares of Gucci-owner Kering hit seven-year low after weak forecast, revenue drop on low China sales – cnbc
Europe stocks sharply lower as earnings season ramps up; Unilever up 5% – cnbc
Japan’s Nikkei drops 3% as Asia-Pacific markets slide, tracking Wall Street sell-off – cnbc
Nikkei Tumbles Most in Three Years on Concerns of AI Bets, BOJ – bbg
Nvidia supplier SK Hynix posts highest quarterly profit in 6 years on AI chip leadership – cnbc
Yen Surges as Traders Bet the Big Turning Point Is Finally Near – bbg
Asian Stocks Track US Tech Fall, Yen Surges: Markets Wrap – bbg
Wednesday 07/24
Business Live – guardian
Stocks Hit Systematic Funds’ Sell Signal, Goldman’s Rubner Says – bbg
Markets today: Stocks tumble as AI jitters rattle Wall Street – bbg
AI Fever Cools, Sending Nasdaq 100 Into $1 Trillion Tailspin – bbg
S&P 500 snaps longest streak without a 2% decline since 2007 – bbg
Stocks making the biggest moves after hours: Chipotle, IBM, Ford, ServiceNow and more – cnbc
IBM reports boost in AI bookings, better-than-expected revenue – bbg
IBM shares jump on earnings and revenue beat – cnbc
Ford shares tumble 12% after massive earnings miss – cnbc
Stocks crash as mega cap earnings disappoint – Newsquawk US Market Wrap
Bonds & Big-Tech Bloodbath: Mag7 Meltdown Accelerates As Yield Curve ‘Dis-Inverts’ To 2-Year High – Zerohedge
S&P and Nasdaq End at Multi-Week Lows With Tesla, Alphabet Weighing – Reuters
S&P 500, Nasdaq tumble for worst day since 2022 as Tesla, Alphabet slide after quarterly results – cnbc
Stocks making the biggest moves midday: Lamb Weston, Tesla, Enphase Energy and more – cnbc
Renewable energy demand will triple as electricity consumption surges, NextEra CEO says – cnbc
Data Center Power Demand Pushes NextEra to Big Quarter – bbg
Shares Of Major French-Fry Supplier Crash As Restaurant Traffic Slowdown Worsens – Zerohedge
Pfizer’s gene therapy for rare genetic bleeding disorder succeeds in late-stage trial – cnbc
Renault Profit Margin Widens to Record on Robust SUV Sales – bbg
Gucci-Owner Kering Forecasts 30% Fall in H2 Operating Profit on Sluggish China Demand – Reuters
European Stocks End Lower Under Pressure From Earnings Deluge – bbg
US New Home Sales Unexpectedly Tumbled In June As Homebuyer Confidence Crashes To Record Low – Zerohedge
US Business Activity Expands by Most in More Than Two Years – bbg
US Business Activity Edges Higher; Pricing Power Diminishing – Reuters
US Services Soar, Manufacturing Slumps In Preliminary July PMIs – Zerohedge
Why the Crypto Crowd Is Excited About Spot-Ether ETFs – bbg
Bank of Canada Cuts Rates For Second Consecutive Month, Says “Reasonable” To Expect More – Zerohedge
Futures Slide As Ugly Mag 7, European Earnings Sour Trader Mood – Zerohedge
AT&T beats estimates for subscriber additions on demand for higher-priced plans – cnbc
Euro Zone Banks See Investment Banking Boost but Outlook Stalls Shares – Reuters
BNP Paribas Profit Rises on Surging Equities Trading Revenue – bbg
UniCredit tops profit forecast, buys cloud-based bank – cnbc
Santander Posts Record Profit as It Beat Quarterly Estimates – bbg
Spain’s Santander posts 20% hike in net profit as retail business shines – cnbc
World’s largest luxury group LVMH slumps 4% after second-quarter revenue miss – cnbc
US Spot-Ether ETFs Exceed $100 Million Net Inflow in Debut – bbg
Deutsche Bank snaps 15-quarter profit streak on Postbank lawsuit provision – cnbc
European Stock Futures Fall on Earnings, Yen Rises: Markets Wrap – bbg
Asia markets are mixed as traders assess Japan, Aussie business activity data and U.S. tech earnings – cnbc
Yen’s Rally Gains Steam With Global Carry Trades in the Balance – bbg
Tuesday 07/23
Stocks making the biggest moves after hours: Alphabet, Tesla, Visa and more – cnbc
Alphabet Shares Unimpressed Despite Top- & Bottom-Line Beat – Zerohedge
Alphabet meets earnings expectations but misses on YouTube ad revenue – cnbc
Tesla’s profit margin is getting hammered by EV discounts and hefty AI spending – cnbc
Tesla reports disappointing earnings for second quarter as revenue rises 2% – cnbc
Small Caps Surge On Short-Squeeze, Sloppy-Surveys; ETH Outperforms BTC As ETFs Launch – Zerohedge
Wall St Broadly Flat Ahead of Big Tech Earnings; UPS Plummets – Reuters
Stocks close slightly lower as Wall Street gears up for major tech earnings – cnbc
Stocks making the biggest moves midday: Spotify, United Parcel Service, Pentair and more – cnbc
Trump’s Weaker Dollar Pledge Plots Possible Tailwind for Bitcoin – bbg
LVMH sales miss estimates on slowdown in luxury spending – Reuters
European Stocks Edge Higher as Earnings Season Picks Up – bbg
Homebuilder Stocks Stage a Wild Rally Amid Fed Cut Hopes – bbg
US Existing Home Sales Puked (Again) In July… – Zerohedge
June home sales slump, pointing to a buyer’s market as supply increases – cnbc
Ether ETFs officially begin trading in U.S., with funds from BlackRock, Grayscale and more – cnbc
Futures Flat Ahead Of First Mag7 Reports: Alphabet, Tesla Earnings On Deck – Zerohedge
Stocks making the biggest moves premarket: Spotify, General Motors, Coca-Cola and more – cnbc
Lockheed Martin Lifts 2024 Sales Target on Fighter Jet, Missile Demand – Reuters
Lockheed Boosts Forecast on Strong Fighter Jet, Radar Sales – bbg
Coca-Cola tops earnings estimates, hikes full-year outlook as global demand rises – cnbc
GM far exceeds second-quarter estimates, will restructure struggling China business – cnbc
UPS shares slide on earnings miss, guidance cut – cnbc
Piper Sandler pivots to a more bullish stance on US stocks, lifts S&P 500 target – investing
Big Tech Is Attractive on Earnings After Selloff, Barclays Says – bbg
Porsche shares fall 4% after automaker cuts 2024 outlook on aluminium alloy shortage – cnbc
German Grid Operators Request Permit to Build Hydrogen Network – bbg
SEC Seen Approving Spot-Ether ETFs in Latest Crypto Milestone – bbg
European markets set for mixed open ahead of batch of earnings reports – CNBC
Asia-Pacific markets trade mixed after Wall Street gains; India budget on deck – CNBC
Asian Stocks, Currencies Rise Ahead of Earnings: Markets Wrap – bbg
Monday 07/22
Business Live – guardian
Markets today: dip buyers wade back in to drive Wall Street gains – bbg
Stocks making the biggest moves after hours: Cleveland-Cliffs, Nucor, NXP Semiconductors and more – cnbc
Stocks rally ahead of key earnings and data – Newsquawk US Market Wrap
Wall St Closes Higher as Investors Return to Megacap Stocks – Reuters
Biden Ouster Sparks Some ‘Trump Trade’ Unwind, Big-Tech & Bond-Yields Bounce – Zerohedge
S&P 500 climbs for best day since early June as Nvidia shares lead tech turnaround – cnbc
Bond Market Sees Trump Trade Stalling With Focus on Data and Fed – bbg
Stocks making the biggest moves midday: Ryanair, CrowdStrike, IQVIA Holdings and more – CNBC
European Stocks Rebound as ASML Gains, Biden News in Focus – bbg
Cboe to Offer Traders Another Way to Hedge S&P 500 Swings – bbg
Morgan Stanley’s Wilson sees U.S. small cap rally losing steam – bbg
Futures Jump Led By Megacap Tech As Trump Trades Reverse – Zerohedge
Stocks making the biggest moves premarket: CrowdStrike, Bank of America, Nvidia, Verizon and more – CNBC
Verizon Hit by Prepaid Subscriber Exodus After Internet Subsidy Ends – bbg
Biden Exit Puts Trump Trade in Doubt as Election Gets Re-Set – bbg
Key Events This Week: Core PCE, GDP, And Lots Of Earnings – Zerohedge
Ryanair shares tumble 17.2% as budget airline reports 46% fall in quarterly profit, sees lower fares – cnbc
European banks’ earnings in spotlight after big share price gains – Reuters
Kamala Harris Seen as Tougher Oil Industry Opponent Than Biden – bbg
European markets set to open higher as traders assess U.S. political landscape – cnbc
Asia stocks fall as Biden drops presidential bid; China unexpectedly cuts interest rates – cnbc
China cuts short and long-term rates – Reuters
Tech Rout Deepens in Asia as Morgan Stanley Says Take Profits – bbg
Dollar Slips as Biden Quits Race, China Bonds Gain: Markets Wrap – bbg
Week Ahead Preview: Olympics Opening; BOC Meeting; PBOC LPR; Trump’s Speech at Bitcoin Conference; U.S. Data; Tokyo CPI; Global PMIs – CB