Weekend 09.06 & 09.07
OPEC+ Accelerates Oil Production Hikes Despite ‘Glut’ Concerns – Zerohedge
Vote of confidence and calls for blockades: a turbulent week ahead in France – euronews
The French government is on the brink – and Le Pen is the only winner – guardian
What Happens Next If French PM’s Confidence Vote Gambit Backfires? – bbg
Bayrou’s gamble – rabobank
Political instability in France: What are the potential consequences for the EU? – euronews
Friday 09.05
Robinhood to Join S&P 500 in Watershed Moment for US Fintech Sector – Reuters
Stocks mixed, Dollar sold, and T-Notes bid on another poor NFP report – Newsquawk US Market Wrap
‘Buy All The Things’ – Bad Data Sparks Big Week For Bonds, Bullion, & Bitcoin – Zerohedge
Wall Street Indexes End Lower as Jobs Data Fuels Economic Worries – Reuters
Stocks close lower as slowing labor market boosts rate cut hopes but fans economic fears – cnbc
Stocks making the biggest moves midday: Broadcom, Quanex Building Products, Lululemon and more – cnbc
US Equity Funds Draw Largest Weekly Inflow in Three Weeks – Reuters
Global Equity Fund Inflows Jump on Rate Cut Expectations – Reuters
Google leads monster week for tech, pushing megacaps to combined $21 trillion in market cap – cnbc
Tesla’s ‘Super Ambitious’ $1 Trillion Deal for Musk Could Still Pass Shareholder Muster – Reuters
Musk’s Texas-Sized $1 Trillion Payday Enabled by State’s New Law – Reuters
Analysis-US Bond Market May Be Too Sanguine About Underlying Fiscal, Inflation Risks – Reuters
Crude Prices Tumble To 3-Mo-Lows As Saudis Push To Accelerate OPEC+ Production Boost – Zerohedge
As Job Market Slumps, Trump Administration Says It Could Take a Year to See Better Economic Data – Reuters
Putrid Payrolls: Job Growth Collapses To Just 22K, Unemp Rate Rises To 4.3% Putting 50bps Rate Cut In Play – Zerohedge
Payrolls rose 22,000 in August, less than expected in further sign of hiring slowdown – cnbc
Stocks making the biggest moves premarket: Broadcom, Lululemon, Tesla and more – cnbc
Futures Rise Further Into Record Territory Ahead Of Jobs Report – Zerohedge
Germany Set for Tepid 2025 Growth, Accelerating in 2026 and 2027, DIW Says – Reuters
Europe stocks decline as investors assess weaker-than-expected U.S. jobs report – cnbc
Asia-Pacific markets mostly higher after Trump formalizes lower Japanese auto tariffs – cnbc
Thursday 09.04
Broadcom reports 63% jump in AI revenue as results beat estimates – cnbc
Newsquawk US Market Wrap: Stocks and bonds bid into NFP
S&P 500 Registers Record-High Close as Data Keeps Rate Cut Views Intact – Reuters
S&P 500 closes at fresh record high Thursday on hope jobs report won’t be too cold or hot – cnbc
Stocks making the biggest moves midday: Gap, American Eagle, Salesforce, Figma & more – cnbc
Amazon stock pops after Project Kuiper lands JetBlue internet deal – yahoofinance
German Budget Committee Approves Investment-Heavy 2025 Budget – Reuters
European Shares End Stronger on Firmer Fed Rate-Cut Bets – Reuters
‘Soft’ Survey Data Shows US Services Surging… And Plunging In August – Zerohedge
US Service Sector Regains Speed in August; Employment Weak – Reuters
Goldman Sachs Sees Gold Prices Surpassing $4,000 if Investors Ramp up Buying – Reuters
Stocks making the biggest moves premarket: Salesforce, American Eagle, Hewlett Packard Enterprise and more – cnbc
Initial Jobless Claims Rise To Highest Since June – Zerohedge
US Futures Rise As Global Bond Rout Fizzles – Zerohedge
ADP Employment Report Disappoints in August; Hiring Plans Collapse – Zerohedge
Labor market growth slows dramatically in August with U.S. adding just 54,000 jobs, ADP says – cnbc
German Institutes Cut Growth Forecasts as Tariffs Bite, Fiscal Boost Lags – Reuters
Wednesday 09.03
Wall Street steadies itself as Alphabet rallies and pressure eases from the bond market – Reuters
Burberry to return to FTSE 100 after a year’s absence as overhaul strategy gains pace – cnbc
Stocks making the biggest moves premarket: Alphabet, Macy’s, Dollar Tree, Six Flags and more – cnbc
Futures Rebound As Google Jumps On Court Ruling, Bond Selloff Fades – Zerohedge
Watches of Switzerland shares jump 8% as firm shrugs off U.S. tariff impact – cnbc
Asia markets trade mixed as tariff concerns weigh – cnbc
Tuesday 09.02
Business Live – guardian
Jobs In Focus as Market Trends Hold – wisdomtree
Apple shares rise after judge rules Google can continue preload deals in antitrust case – cnbc
“Plaintiffs Over-Reached”: Alphabet Shares Soar After Judge Rules In Antitrust Case – Zerohedge
Google gets to keep Chrome but is barred from exclusive search deals, judge rules – cnbc
Global risk-off sees stocks and bonds weighed while Dollar gains ahead of JOLTS – Newsquawk US Market Wrap
Wall Street Ends Lower as Ruling on Trump Tariffs Raises Worries – Reuters
Bullion, Bitcoin, & Black Gold Bid As ‘Back To School’ Batters Bonds & Big-Tech Stocks – Zerohedge
Dow closes down about 250 points to kick off September on tariff worries, rising bond yields – cnbc
A court struck down Trump’s tariffs. What happens to the money if they don’t survive? – qz
US Court Ruling on Trump’s Tariffs Fuels Market Uncertainty – Reuters
What Trump’s tariff loss in court means for shippers and the billions in trade duties collected by U.S. government- cnbc
Large US Companies Are Going Bankrupt At The Fastest Pace Since The Global Financial Crisis – Zerohedge
Stocks making the biggest moves midday: Frontier Group, Kraft Heinz, Biogen and more – cnbc
Explainer-Gold’s Record-Breaking Rally: Who’s Keeping It Going? – Reuters
Gold Hits New Record High As Dalio Fears Trump Stoking Imminent “Debt-Induced Heart Attack” – Zerohedge
Nvidia’s $340B rout drags stock below key technical level – bbg
STOXX 600 Ends Near One-Month Low as Bond Yields Rise on Fiscal Woes – Reuters
Pepsi shares jump as activist Elliott takes $4 billion stake, sees ‘historic’ value opportunity – cnbc
US Revokes Taiwan Semi’s Waiver For China Shipments Of Chip Supplies – Zerohedge
US Manufacturing Surveys Surged In August As New Orders Jumped – Zerohedge
Futures Tumble As Yields, Dollar Spike; Gold Hits All Time High – Zerohedge
Euro zone inflation rises to hotter-than-expected 2.1% in August – cnbc
SAP to invest over 20 billion euros in ‘sovereign cloud’ in boost to Europe’s AI ambitions – cnbc
“Quite Dangerous”: Gilt Yields Hit Highest In 27 Years As UK Budget Bungle Rattles Investors – Zerohedge
Why the UK’s long-term borrowing costs are at a 27-year high – cnbc
HSBC Sees Light at the End of Tunnel for Beleaguered Luxury Sector – yahoofinance
Trump tariffs heading to the U.S. Supreme Court might just be the start of a long legal battle – cnbc
European markets set for flat open as sentiment wavers; inflation data ahead – cnbc
Asia markets trade mixed as investors assess SCO summit amid tariff uncertainty – cnbc
China’s Stock Margin Financing Hits Record High as Investors Chase Rally – Reuters
Monday 09.01 – US Markets Closed
Business Live – guardian
Back to School: Markets Brace for September Risks – Reuters
“Another Record High”: The Best And Worst Performing Assets Of August – Zerohedge
STOXX 600 Ends Higher on Defence Boost; Novo Nordisk Jumps After Wegovy Data – Reuters
Futures Flat As Silver Soars To 11 Year High – Zerohedge
HSBC strategists maintain bullish stance on stocks amid positive data – investing
Trump-Backed WLFI Token Starts Trading with $30B Value Then Falls 12% on Debut – coincentral
S&P 500 seen hitting 7750 by end-2026 on AI-led growth – investing
European Automakers’ Profitability Reduced by Tariffs and Muted Demand – fitch
Key Events This Week: Jobs, Jolts, ISM, And Fed Speakers Galore – Zerohedge
Euro Zone Manufacturing Expanded for First Time Since Early 2022 in August, PMI Shows – Reuters
The welfare state strangles growth – faz
Marine Le Pen seizes her moment to shake France – politico
German Manufacturing Shows Signs of Resilience in August, PMI Shows – Reuters
Spain’s Manufacturing Growth at Fastest Pace in 10 Months in August, PMI Shows – Reuters
Bitcoin is getting boring. That could open more doors for the crypto asset on Wall Street – yahoofinance
Deutsche Bank upgrades Société Générale to “buy,” lifts price target to €63 – investing
UK secures £10bn deal to supply Norway with warships – bbc
BAE Systems shares jump as Norway picks UK for frigate purchase – investing
European markets climb as UK-Norway warship deal lifts defense shares – cnbc
ASIA NEWS
Asia markets close mixed as investors assess China’s RatingDog manufacturing data – cnbc
China catching up with US in AI spending, Jefferies says – investing
$23 Trillion Cash Pile Holds Key For China’s Stock Run – Zerohedge
Alibaba shares jump 19% on cloud unit acceleration, report of new AI chip – cnbc
Shares in Samsung, SK Hynix drop after US makes it harder to produce chips in China – Reuters
BYD shares fall nearly 8% as second-quarter profit slumps 30% on China EV price war – cnbc
BYD’s Shares Slide After Steep Fall in Quarterly Profit – Reuters
China’s August factory activity beats estimates, expanding at fastest pace in five months: private survey – cnbc