Weekend 08/27 & 08/28
Top 5 Things to Watch in Markets in the Week Ahead – investing
Friday 08/26
Stocks turn negative on the month after Powell gives little to doves – Newsquawk US Market Wrap
‘Pain Is Coming’: Pro-Powell-Pivot Positioning Pummeled As Hawks Hammer Markets – Zerohedge
Powell comments fuel 1,000-point market rout Friday as stocks slide for a second week – cnbc
Stocks making the biggest moves midday: Affirm, Electronic Arts, Dell, Seagen and more – cnbc
UMich Inflation Expectations Ease Further, Consumer Sentiment Bounces Off Record Lows – Zerohedge
Powell Warns Of “Economic Pain” From Tightening, Says “Historical Record Cautions Against Loosning Policy Prematurely” – Zerohedge
Powell warns of ‘some pain’ ahead as the Fed fights to bring down inflation – cnbc
PBOC May Cut Banks’ RRR as Soon as September: Citi – bbg
Fed’s Favorite Inflation Indicator Cools Modestly From 40-Year-Highs, Savings-Rate Hits 13-Year-Low – Zerohedge
Futures Drift Lower Ahead Of Action Jackson Hawk-nado – Zerohedge
European markets set for higher open ahead of Powell’s Jackson Hole speech – cnbc
UK energy bills to rise by 80% in October as regulator announces hike – cnbc
RBNZ’s Orr Signals Aggressive Tightening Cycle May Be Near End – bbg
Xiaomi in Talks With BAIC to Reach Goal of Making Cars – bbg
Australia stocks lead gains in Asia ahead of Powell’s Jackson Hole speech – cnbc
Thursday 08/25
Business Live – guardian
European markets choppy ahead of Jackson Hole – cnbc
Dell Reports In-Line Revenue But Signals Tighter Times Ahead – bbg
Stocks and duration rally but money markets anchored into Powell – Newsquawk US Market Wrap
Bonds & Stocks Bid Despite Rate-Hawknado Ahead Of J-Hole Pow-Wow – Zerohedge
Dow closes 300 points higher, extends rally to second day ahead of Powell’s Jackson Hole speech – cnbc
How Much Do Supply And Demand Drive Inflation? – Zerohedge
Stocks making the biggest moves midday: Peloton, Salesforce, Dollar Tree and more – cnbc
US Corporate Profits Soar, Taking Margins to Widest Since 1950 – bbg
Fed Officials Push for More Rate Hikes Without Saying How Big – bbg
Rich Americans Cut Credit-Card Spending for Third Month, BofA Says – bbg
Bridgewater’s Jensen Sees Stocks, Bonds Dropping Up to 25% on Fed QT – bbg
Stocks making the biggest moves premarket: Dollar Tree, Peloton, Salesforce and more – cnbc
Futures Jump As China Adds Fresh 1 Trillion Yuan Stimulus; J-Hole Forum Begins – Zerohedge
Q2 GDP Revised Higher To -0.6%, As Price Index Soars To Highest Since March 1981 – Zerohedge
Initial Jobless Claims Resume Uptrend, Massive Divergence From Payrolls – Zerohedge
Key US Growth Measures Diverge, Complicating Recession Debate – bbg
European Energy Soars as Pressure Mounts on Leaders to Ease Pain – bbg
Peloton reports big loss, decline in revenue as the company grinds through its turnaround plan – cnbc
“It’s Not Enough”: A Deeper Look Inside China’s Latest 1 Trillion Yuan Stimulus – Zerohedge
JD.com, Alibaba, CNOOC power best stock rally since April as China dangles fresh stimulus, US delisting speculation returns – scmp
Wednesday 08/24
Nvidia says gaming market conditions are ‘challenging,’ Q3 forecast misses – cnbc
Salesforce trims full-year expectations for earnings and revenue – cnbc
Bonds sold as markets position for hawkish Powell in Wyoming – Newsquawk US Market Wrap
Stocks & Bond Yields Jump As Hawknado Holds Ahead Of J-Hole – Zerohedge
Stocks end Wednesday higher, Dow and S&P 500 snap three-day slide – cnbc
“Tsunami Of Shutoffs”: 20 Million US Homes Are Behind On Power Bills – Zerohedge
Hedge Funds Boosted Tech Holdings And Cut Leverage As Portfolio Concentration Hit All Time Highs, Goldman Finds – Zerohedge
Lower-Income Shoppers in US Scale Back as Inflation Bites – bbg
Biden Announces Student Loan Relief Which Will Mostly Benefit Top Earners – Zerohedge
US Pandemic-Era Inflation Mostly Driven by Demand Surge, NY Fed Study Finds – bbg
Tesla stock set for 3-for-1 split after market close – cnbc
Fed Balance Sheet Shrinkage Kicks Into High Gear In September – Zerohedge
Rates Spark: Here’s why Jackson Hole is pivotal – ing
Chinese Tesla rival Xpeng tanks 12% after wider-than-expected loss and weak car delivery guidance – cnbc
Peloton strikes a deal to sell fitness equipment and apparel on Amazon – cnbc
US Durable Goods Orders Disappointedly Flat In July As Defense Spending Slumps – Zerohedge
Stocks making the biggest moves premarket: Petco, Brinker International, Nordstrom – cnbc
Futures Flat After Hawkish Fed Comments, Dollar Ascent Resumes – Zerohedge
European Governments Spend $278 Billion to Cushion Energy Crisis – bbg
Europe’s Utilities Seek Fresh Debt Funding as Tough Winter Looms – bbg
ECB Says Cash “Not Fit” For Digital Economy, Dismisses CBDC Privacy Concerns – Zerohedge
Nobel prize winner says the U.S. needs a 1950s-style productivity boom – cnbc
US Strategic Petroleum Reserve Falls To 35-Year Low – Zerohedge
BlackRock, UBS Among Funds Slashing Exposure to China Property – bbg
Surviving Energy Bills Forces Drastic Steps by UK Businesses – bbg
Tesla, Nio Suspend EV Charging Services as China Power Cuts Bite – bbg
Euro’s Slide Below Dollar Parity Brings Little Cheer to Business – bbg
China’s Shenzhen stocks down 2% in mixed Asia trade; EV maker Xpeng plunges 12% – cnbc
Tuesday 08/23
Business Live – guardian
Markets Live – cnbc
Bonds, Stocks, & The Dollar Sink As Hawkish Hedges Dominate ‘Dovish’ Dismal Data – Zerohedge
Dollar takes a hit as US PMIs paint a grim picture – Newsquawk US Market Wrap
Hedge Fund Titans Remember Julian Robertson as ‘True Mentor’ – bbg
4 reasons that JP Morgan say (again) that they are constructive on China – forexlive
Australia’s Slumping Property Market Raises Risk of a Recession – bbg
Twitter Faces New Legal, Political Peril in Whistle-Blower Case – bbg
Stocks making the biggest moves midday: Twitter, Zoom, Palo Alto Networks, Macy’s and more – cnbc
Here’s What Jerome Powell Will Say At Jackson Hole, According To Goldman – Zerohedge
Powell Is Not About to Go All Volcker on Rates at Jackson Hole, Goldman’s Hatzius Says – bbg
US New Home Sales Crashed In July, Lowest SAAR Since Jan 2016 – Zerohedge
US Services Sector Collapses In August, US Composite Weaker Than Europe – Zerohedge
Chip Giant Nvidia’s Stock Slump Fails to Remove Its Pricey Tag – bbg
European markets close lower as investors monitor oil prices, data; euro at 20-year low – cnbc
Futures Flat As Traders Fret Over Jackson Hawk – Zerohedge
Euro Area Flash PMI Paints A Grim Picture – Zerohedge
Europe is experiencing its worst drought in at least 500 years – cnbc
China is facing another power crunch. But this time it’s likely to be different – cnbc
China Extends Power Cuts On Menacing Drought As Lithium, Metals, Solar, And Rice At Risk – Zerohedge
Did Retail Investors Boost The Broader Market During The “Most Hated Rally” – Zerohedge
Monday 08/22
Business Live – guardian
Markets Live – cnbc
Zoom pares back annual forecast as revenue growth slows to single digits – cnbc
European energy crisis sees Euro make new, multi-decade lows vs the Buck – Newsquawk US Market Wrap
Stocks & Bonds Slammed As Market Reprices Rate-Hike Trajectory Ahead Of J-Hole – Zerohedge
China Launches 200 Billion Yuan Bailout Of Reeling Housing Sector – Zerohedge
Hedge funds pile into a record hawkish rate bet pre-Jackson Hole – bbg
Nomura Warns “Fed’s Hands Are Tied” For Now As USDollar “Wrecking Ball” Tightens Global Financial Conditions – Zerohedge
Stocks making the biggest moves midday: AMC, Signify Health, Netflix and more – cnbc
Forget The Fed, China Is Why US Yields Can Hit 2% – Zerohedge
Minister of Energy: OPEC+ has the means to deal with market challenges including cutting production at any time and in different forms – spa
Paul Volcker And 1982. Why Now Isn’t Then… – Zerohedge
Europe Faces Up to 10 Difficult Winters, Belgian Premier Warns – bbg
How U.S. Companies Suffer From A Strong Dollar – forbes
Euro falls to the lowest since 2002 – forexlive
Surging Dollar And The Jackson Jitters – Zerohedge
German recession increasingly likely, Bundesbank says – Reuters
AMC shares tank 30% as Regal Cinemas owner warns of potential bankruptcy, APE units begin trading – cnbc
Stocks making the biggest moves in the premarket: Signify Health, Bed Bath & Beyond, AMC and more – cnbc
Futures Tumble As Market Braces For Jackson Hole Hawk-ano – Zerohedge
Oil Slumps As EU’s Borrell Teases Iran Deal Wrap-Up “This Week” – Zerohedge
Euro Back Below Parity Just Start of Decline, Strategists Say – bbg
Europe Gas Surges 20% as Latest Russia Move Deepens Supply Fears – bbg
Key Events This Week: All Eyes On J-Pow’s J-Hole Speech – Zerohedge
Pimco, Capital Group Say Era of Low Inflation Is Gone for Good – bbg
Citi projects UK inflation to breach 18% in January as energy prices skyrocket – cnbc
Europe energy jumps as latest Russian gas cut plan stokes fear – bbg
China’s Banks Trim Lending Rates to Reverse Slump in Borrowing – bbg
#earnings for the weekhttps://t.co/lObOE0dgsr $NVDA $ZM $M $CRM $XPEV $PTON $JD $SNOW $PANW $DLTR $DKS $AFRM $MRVL $DG $VIOT $INTU $MDT $WOOF $ULTA $JWN $GOGL $DLO $AAP $JAGX $GDS $SJM $DELL $DOLE $TD $AFYA $ADSK $TOL $BNS $SPLK $GPS $BURL $RY $ANF $DY $NDSN $URBN $WDAY $WSM pic.twitter.com/WEmsykK6Zb
— Earnings Whispers (@eWhispers) August 20, 2022