Weekend 07/30 & 07/31
The Week Ahead: Focus Shifts From Earnings To Jobs Report – investing
What if the markets are misreading the Fed – yahoofinance
Top 5 Things to Watch in Markets in the Week Ahead – investing
China’s factory activity contracts unexpectedly in July as Covid flares up – cnbc
China Factory Activity Sees Shock Contraction on Covid Outbreaks – bbg
Recession-Fueled Bond Rebound Faces Stern Tests Before Next FOMC – bbg
European Industry Is Increasingly Worried About Its Prospects – bbg
S&P 500 EARNINGS SEASON UPDATE: JULY 29, 2022 – factset
Friday 07/29
‘Powell-Pivot’ Hope Sends Stocks To Best Month Since April 2020, Crypto & Credit Soar – Zerohedge
Stocks rally for a third day to cap a winning week, major averages post best month since 2020 – cnbc
El-Erian, Crescenzi Paint Picture of Investors Betting on Fed – bbg
The U.S. Had 6 Months Of Economic Decline. So What’s The Definition Of A Recession? – forbes
Markets Face Downside After July Jump: Bridgewater’s Patterson – bbg
Stocks making the biggest moves midday: Roku, Amazon, First Solar, Intel, Apple & more – cnbc
UMich Inflation Expectations Rose Intra-Month, Democrats’ Confidence Drops Further – Zerohedge
Chicago PMI Unexpectedly Plunges To 2-Year Lows – Zerohedge
Metaverse Jobs Are Disappearing as Hiring Slows at Google, Facebook – bbg
Apple, Alphabet Earnings Fuel Megacap Stock Recovery – bbg
US Employment Costs Top Estimates, Stoking Inflation Concerns – bbg
Fed’s Favorite Inflation Indicator Jumps To New 40-Year High, Savings Rate Plunges – Zerohedge
Inflation figure that the Fed follows closely hits highest level since January 1982 – cnbc
Stocks making the biggest moves in the premarket: Amazon, Roku, Intel, Chevron and more – cnbc
Futures Surge Propelled By Stellar Tech, Energy Earnings – Zerohedge
EU Banks Get $3.8 Billion Boost From End of Negative Rates Era – bbg
Chevron, Exxon post record quarterly profits as commodity prices boom – cnbc
German Recession May Have Started, Even If Rounded Data Say Otherwise – bbg
Higher prices help Procter & Gamble offset commodity costs, but Tide maker warns of more challenges – cnbc
Europe’s Stellar Growth Is Already Unraveling as Inflation Jumps – bbg
Euro zone economy grows 0.7% in the second quarter despite gas crisis and inflation surge – cnbc
BNP Beats Estimates on Boost From Retail Unit, Equities Push – bbg
European markets climb with earnings, economic data on the agenda – cnbc
Hong Kong’s Hang Seng drops more than 2% with tech stocks under pressure; yen strengthens – cnbc
Taiwan Joins Global Slowdown With Weakest Growth Since 2020 – bbg
Gloom Returns to China Stocks With Worst Monthly Loss in a Year – bbg
China’s Property Loans, Mortgages Grow at Weakest Pace on Record – bbg
China’s Politburo Ignites Talk About $220 Billion More in Debt – bbg
Global Bonds Surge in Best Month Since 2020 on Recession Fears – bbg
Thursday 07/28
Apple beats on revenue and profit, expects growth to accelerate despite ‘pockets of softness’ – cnbc
Intel falls as it reports an unprofitable second quarter – cnbc
Amazon jumps after second-quarter revenue tops estimates – cnbc
Stocks, Bonds, Gold, & Cryptos Extend Gains As White House Confirms ‘Fed Pivot’ – Zerohedge
Stocks rally for a second day as investors look past recession worries, Dow jumps more than 300 points – cnbc
House Approves $52 Billion Bill to Help Chip Manufacturers – bbg
Goldman Explains Why It Is Not Buying This “Most Hated Rally” – Zerohedge
Recession Referees Reject Idea that Two GDP Drops Spell a Downturn – bbg
The Fed Just Got Rid Of Forward Guidance Because It’s Making It Up As It Goes – Zerohedge
L’Oreal Sees Strong Demand for Luxury Makeup Despite Inflation – bbg
Solar, Wind Stocks Surge After US Energy Bill Agreement – bbg
Market jump after Fed rate hike is a ‘trap,’ Morgan Stanley’s Mike Wilson warns investors – cnbc
Stocks making the biggest moves midday: Bausch Health, Meta, Comcast, Qualcomm and more – cnbc
US Slowdown Puts Economy on Path to Ever-More-Likely Recession – bbg
Welcome To The Biden Recession: Q2 GDP “Unexpectedly” Shrinks 0.9%, 2nd Consecutive Decline – Zerohedge
GDP fell 0.9% in the second quarter, the second straight decline and a strong recession signal – cnbc
Stocks making the biggest moves in the premarket: Stanley Black & Decker, Southwest Airlines, Harley-Davidson and more – cnbc
German Inflation Unexpectedly Accelerates After Dip in June – bbg
Furious Rally Pauses As Sentiment Turns Metaworse Amid Record Earnings Barrage – Zerohedge
EU Consumer Confidence Crashes To Record Lows As German CPI Unexpectedly Re-Accelerates – Zerohedge
Did He, Or Didn’t He? That Is The Question – Zerohedge
Pfizer quarterly sales surge to record high, driven by Covid vaccine and antiviral treatment Paxlovid – cnbc
Barclays posts profit slump after hit from costly trading error in the U.S. – cnbc
Sanofi lifts profit outlook as Dupixent sales surge over 43% – Reuters
Volkswagen operating profits tumble in Q2 – Reuters
Asia-Pacific markets are mostly higher after the Fed hikes rates – cnbc
Samsung warns chip demand for phones, PCs to weaken as people shop less – cnbc
Wednesday 07/27
Business Live – guardian
Stocks rally as Powell tilts dovish – Newsquawk US Market Wrap – Newsquawk
IMF warns rising debt in Asia puts region at risk – cnbc
Stocks making the biggest moves after hours: Meta Platforms, Ford, Qualcomm, Teladoc and more – cnbc
Meta reports earnings miss and forecasts second consecutive quarter of declining revenue – cnbc
Qualcomm sales rise 37% despite ‘challenging macroeconomic environment’ – cnbc
Ford beats on earnings and revenue as operating income surges – cnbc
Stocks, Bonds, Gold, & Crypto Soar As Fed Confirms ‘Bad News Is Great News’ Again – Zerohedge
Dow rallies 400 points as Powell hints Fed could slow pace of rate hikes, Nasdaq jumps 4% – cnbc
S&P 500 Rallies as Powell Says Fed Could Cool Rate Hikes – investing
Reactions after Fed hikes rates by another 75 basis points – Reuters
Fed Hikes 75bps: Remains “Highly Attentive” To Inflation But Cautions Economy “Softening” – Zerohedge
Stocks making the biggest moves midday: Chipotle, Microsoft, Spotify, Alphabet and more – cnbc
Inflation Is High. How Will Rate Increases Fix That? – nyt
Alphabet Fair Value Lowered – morningstar
PayPal Is Being Targeted by Activist Elliott. Here’s Why – barrons
JPMorgan Cuts ECB Rate Outlook, Sees Year-End Recession – bbg
US Durable Goods Orders Rise Unexpectedly on Defense Bookings – bbg
Stocks making the biggest moves premarket: Boeing, Hilton, Spotify, Garmin and more – cnbc
Boeing Misses Across The Board But Stock Jumps After Operating Cashflow Unexpectedly Turns Positive – Zerohedge
Boeing Generates Operating Cash in Sign Comeback Is Progressing – bbg
Boeing sticks to 2022 cash flow forecast, prepares for Dreamliner deliveries to resume – cnbc
Deutsche Bank beats expectations to post eighth straight quarter of profit – cnbc
Alphabet, Microsoft Spur Hope Big Tech Can Handle Slow Economy – bbg
Tuesday 07/26
Business Live – guardian
‘Great Resignation’? Here’s Why People Are Quitting Their Jobs – Zerohedge
Stocks making the biggest moves after hours: Alphabet, Texas Instruments, Enphase and more – cnbc
Alphabet earnings are out – here are the numbers – cnbc
Microsoft misses on top and bottom lines – cnbc
Stocks, Crypto, & Yield Curve Tumble As ‘Strong Consumer’ Narrative Crushed – Zerohedge
Dow sheds more than 200 points after Walmart profit warning, S&P 500 falls 1% – cnbc
Shopify stock sinks 14% after company says it will lay off 10% of workers – cnbc
Great Resignation Is Slowing Amid High Inflation, Randstad Says – bbg
Nearly half of all Americans are falling deeper in debt as inflation continues to boost costs – cnbc
Coinbase shares tumble after report that it’s facing SEC probe – cnbc
Adidas cuts 2022 outlook on slower China recovery, potential for a global slowdown – cnbc
Stocks making the biggest moves midday: Walmart, Shopify, 3M, General Electric and more – cnbc
US Consumer Confidence Drops to Lowest Since February 2021 as Inflation Bites – bbg
Shares of UPS fall after company says higher rates offset lower-than-expected volumes in second quarter – cnbc
Member states commit to reducing gas demand by 15% next winter – europa
Germany’s Hopes of Avoiding a Recession Are Shrinking by the Day – bbg
“We Are In A Very Critical Moment”: IMF Cuts Global GDP, Raises Inflation Outlook, Warns “World Teetering On Edge Of Recession” – Zerohedge
IMF slashes global GDP forecast as economic outlook grows ‘gloomy and more uncertain’ – cnbc
Credit Suisse sees Eurozone in recession by year-end – forexlive
Futures Fizzle As Walmart Warning Batters Bear Market Rally – Zerohedge
McDonald’s says higher prices, value items helped boost U.S. sales – cnbc
Coca-Cola’s earnings top expectations as sales volume recovers from pandemic – cnbc
GE Tops Estimates as Aviation Surge Overcomes Supply-Chain Chaos – bbg
UBS misses expectations; CEO cites one of the ‘most challenging’ quarters for investors in a decade – cnbc
Hong Kong’s Hang Seng up 1% in mixed Asia trade; South Korea GDP beats estimates – cnbc
Alibaba pops 6% after announcing plans for a dual primary listing in Hong Kong – cnbc
Korea’s Economic Growth Accelerates as Consumption Rallies – bbg
Central Banks to Blame for Inflation, Former RBNZ Chief Says – bbg
New Zealand Treasury Begins Payments to Offset RBNZ QE Losses – bbg
Reported real estate fund by Chinese government unlikely to ease market concerns given limited size – J.P.Morgan – yuantalks
Morgan Stanley Warns Stock Bulls Deluded by ‘Wishful Thinking’ – bbg
NXP Semiconductors Gives Bullish Forecast on Industrial and Auto Market Demand – bbg
Monday 07/25
Stocks making the biggest moves after hours: Walmart, Target, Whirlpool and more – cnbc
Amazon sinks after Walmart lowers profit outlook on inflation concerns – cnbc
Walmart Plunges After Slashing Profit Outlook, Blames Fuel/Food Costs – Zerohedge
Walmart cuts profit guidance as inflation forces shoppers to spend more on necessities – cnbc
Oil & Gas Jump; Bonds, Big-Tech, & Bitcoin Dump As Recession/Rebalance Looms – Zerohedge
S&P 500 closes flat Monday as traders brace for big earnings, Fed decision later this week – cnbc
Difficulty Paying Bills Tops Pandemic High in US Census Survey – bbg
Uber-Bear Mike Wilson Is Almost Ready To Turn Bullish… Except For One Thing – Zerohedge
Vanguard Tells Investors Bonds Are Attractive After First-Half ‘Horror Show’ – bbg
The numbers show the U.S. economy is at least teetering on a recession – cnbc
Stocks making the biggest moves midday: Newmont, World Wrestling Entertainment, Ryanair & more – cnbc
Putin Turns The Screws: Gazprom Unexpectedly Halts Another Nord Stream Turbine Cutting Flows In Half; European Gas Prices Soar – Zerohedge
Stocks making the biggest moves premarket: Newmont, Squarespace, Philips and more – cnbc
Chicago Fed’s Activity Index Remains Negative for Second Month – bbg
Futures Reverse Losses, Rise To Session Highs Ahead Of Data, Fed Juggernaut – Zerohedge
It’s Not A Recession But… Weber Shares Go Down In Flames Amid “Historic Macro Challenges” – Zerohedge
Citi, UBS Wealth Say US Earnings Holding Up Better Than Feared – bbg
The 60/40 Strategy Will Make a Comeback, Morgan Stanley Says – bbg
Key Events This Monster Week: Rate Hike, Earnings Juggernaut, Recession Confirmation And Much More – Zerohedge
Germany ‘on Brink of Recession’ as Business Confidence Plunges – bbg
Philips misses Q2 forecasts on supply shortages and China lockdowns – Reuters
European markets set for lower open in a big week for earnings and monetary policy – cnbc
Goldman Sachs cuts earnings outlook for MSCI China to zero growth – cnbc
China Property Stocks, Bonds Rally on Reported State Fund Help – bbg
Hong Kong’s tech stocks drop as Asia markets mostly fall – cnbc