Tuesday 07.29
Barclays second-quarter profit beats estimates as investment banking revenues swell – cnbc
EU-US trade deal: The biggest losers and (a few) winners – politico
Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, Reuters reports – cnbc
Europe sets its sights on multi-billion-euro gigawatt factories as it plays catch-up on AI – cnbc
European stocks head for higher open with earnings and U.S. trade deals in focus – cnbc
Asia-Pacific markets fall as traders await outcome of U.S.-China trade talks – cnbc
Trump’s tariff deal offers scant relief for Japan automakers as bigger threat looms – cnbc
Monday 07.28
Global stock markets jump after trade deal limits US tariffs on EU to 15% – business live – GUARDIAN
European Leaders React to US-EU Trade Deal – Reuters
Dollar bid while EUR sinks as trade deal benefits the Buck – Newsquawk US Market Wrap
S&P, Nasdaq Again Close at Record Highs, Trade Choppy – Reuters
Dollar Rips, Gold Dips On Trade-Deals; Momo, Memes, & ‘Most Shorted’ Dump Into Crazy Week – Zerohedge
S&P 500 closes little changed as EU trade deal fails to spark rally – cnbc
Stocks making the biggest moves midday: Tesla, Nike, Revvity, Anheuser-Busch and more – cnbc
EssilorLuxottica’s First-Half Operating Profit up 4.1% – Reuters
European Shares Close Lower as US-EU Trade Deal Draws Mixed Response – Reuters
Dallas Fed Manufacturing Survey Soars As Respondents Demand “Lower Interest Rates Now” – Zerohedge
Oppenheimer lifts S&P 500 year-end target to Wall Street-high on trade optimism – bbg
Euro Plunges On Fears US-EU Deal Will Hammer European Economy – Zerohedge
US Futures, Global Markets Hit New Record Highs After US-EU Trade Deal – Zerohedge
German Government to Approve 2026 Budget With Record Investment and Borrowing Surge, Sources Say – Reuters
US LNG producers soar as EU agrees to $250 billion in annual purchases – Reuters
Key Events This Extremely Busy Week: Avalanche Of Macro, Central Banks, Earnings And Trade News – Zerohedge
Analysis-US Tariffs Will Be Test of Luxury Brands’ Pricing Power – Reuters
The European Disease: Germany Enters The Debt Spiral – Zerohedge
What’s The Big Deal? – Zerohedge
Trump, EU Reach Tariff Deal To Avoid Trade War – Zerohedge
U.S.-EU trade deal seen reducing European growth by 0.5% – Capital Economics – investing
European stocks rise to four-month high after the U.S. and EU strike trade agreement – CNBC
Asia-Pacific markets trade mixed as investors await details of U.S-China talks – cnbc
Samsung’s Texas Fab To Build Tesla’s Next-Gen AI Chips In ‘Made-in-USA’ Push – Zerohedge
Elon Musk confirms Tesla has signed a $16.5 billion chip contract with Samsung Electronics – cnbc
Five things to watch in markets in the week ahead – investing