Weekend 09.13 & 09.14
2025 to mark the start of the new ’ABD’ trade: BofA’s Hartnett – investing
Friday 09.12
Fitch Downgrades Crisis-Strained France – Reuters
Stocks mixed and bonds hit ahead of key risk week – Newsquawk US Market Wrap
Nasdaq Notches Record High Close, Traders Look to Fed Meeting – Reuters
Nasdaq closes at record high, S&P 500 notches winning week as Fed decision looms – cnbc
OpenAI to Share 8% of Its Revenue With Microsoft, Partners, the Information Reports – Reuters
Gemini, the Winklevoss’ crypto exchange, pops more than 14% in Nasdaq debut – cnbc
US Equity Funds Record Biggest Weekly Outflow in Five Weeks – Reuters
Global Equity Funds Record First Weekly Outflow in Five Weeks – Reuters
Stocks making the biggest moves midday: IonQ, Warner Bros. Discovery, RH, Adobe and more – cnbc
Thales, Airbus, Leonardo Eye Initial Agreement on 10 Billion-Euro Satellite JV, Sources Say – Reuters
STOXX 600 Slips as French Rating Review Looms; Still Ends Week Higher – Reuters
US Consumer Confidence Tumbles To Lowest Since May As Inflation Expectations Calc Completely Broken – Zerohedge
Consumer sentiment drops in September as Americans anticipate job market risks – yahoofinance
US Consumer Sentiment Slips Again in September, University of Michigan Survey Says – Reuters
‘Game-Changer’ – BlackRock Weighs ETF Tokenization As JPMorgan Flags Industry Shift – Zerohedge
Stocks making the biggest premarket moves: Super Micro Computer, Warner Bros. Discovery, Adobe and more – cnbc
Futures Dip As Record-Breaking Rally Runs Out Of Steam – Zerohedge
European equities poised to open higher as UK economy flatlines – cnbc
ASIA News: SK Hynix shares soar to 25-year highs on high-end chip breakthrough – cnbc
Thursday 09.11
Stocks making the biggest moves after hours: Adobe, RH, Super Micro Computer & more – cnbc
Adobe’s stock spikes 6% on earnings, revenue beat – cnbc
Stocks and Bonds gain with Dollar sold amid surging jobless claims – Newsquawk US Market Wrap
Wall Street Indexes Post Record-High Closes; Tesla and Micron Rally – Reuters
Dow closes up 600 points, setting record, as August inflation increase likely won’t derail Fed rate cut – cnbc
Stocks making the biggest moves midday: Delta Air Lines, Revolution Medicines, Centene and more – cnbc
Blockchain Lender Figure Valued at $7.6 Billion as Shares Jump in Nasdaq Debut – Reuters
STOXX 600 Ends Higher After ECB’s Expected ‘Hold’ Verdict, Defence Stock Boost – Reuters
Texas Sparks Unexpected Surge In Jobless Claims To Highest In 4 Years – Zerohedge
US Weekly Jobless Claims Increase as Labor Market Softens – Reuters
US Consumer Prices Rise More Than Expected In August From Services Not Tariffs – Zerohedge
Instant View: US Consumer Prices Rise More Than Expected, but a Rate Cut Still Coming – Reuters
Consumer prices rose at annual rate of 2.9% in August, as weekly jobless claims jump – cnbc
ECB’s Lagarde Signals No Rush to Rescue France on Bond Market – Reuters
ECB Keeps Rates Unchanged As Expected, Euro Drops After 2027 Inflation Forecast Trimmed – Zerohedge
Futures Rise To New All Time High Ahead Of CPI Report – Zerohedge
OPEC Sticks to Oil Demand Forecasts, Says Economy Doing Well – Reuters
Morgan Stanley sees $13T+ long-term value from AI adoption in S&P 500 – INVESTING
Stock benchmarks are scaling record highs: ‘Animal spirits are soaring’ – cnbc
France’s economy faces a key risk beyond its political turmoil – cnbc
European markets set to open in mixed territory; traders await ECB update – cnbc
Japan’s Nikkei 225 hits a new high as SoftBank surges over 10% – cnbc
Wednesday 09.10
Business Live – guardian
Poland shoots down Russian drones as Ukraine warns Putin is ‘testing the West’ – cnbc
Stocks mixed and bonds bid after soft PPI – Newsquawk US Market Wrap
U.S. stocks inch to more records as inflation slows and Oracle soars – bbg
Wall St Indexes Hit Records as Oracle Soars on AI Optimism – Reuters
S&P 500 closes at record for second day on inflation data, Oracle stock surge – CNBC
US Data Center Build Hits Record as AI Demand Surges, Bank of America Institute Says – Reuters
Here Is The Batshit Insane Chart That Sent Oracle Stock Soaring 40% – Zerohedge
Stocks making the biggest moves midday: Oracle, Chewy, Broadcom, GameStop & more – cnbc
Klarna Valued at Nearly $20 Billion as Shares Jump in NYSE Debut – Reuters
Here’s What Explains The Big Jobs Revision – forbes
Tech Drag Weighs on Europe’s STOXX 600 Despite Inditex Boost – Reuters
Barclays, Deutsche Bank Raise S&P 500 Forecasts as Bull Run Continues – Reuters
Fed Seen on Course for Rate Cuts After PPI Data – Reuters
Producer Prices Unexpectedly Dropped In August, YoY Inflation Tumbles – Zerohedge
Cooler US Producer Inflation Hints at Softening Demand – Reuters
Wholesale prices unexpectedly declined 0.1% in August, as Fed rate decision looms – cnbc
Futures Hit New All Time High After Oracle’s Ridiculous Forecast, PPI Looms – Zerohedge
New French PM Faces Same Fiscal Headaches, Rating Agency S&P Warns – Reuters
Oracle: sees flurry of price target hikes on bullish cloud outlook – investing
European stocks set to open higher as markets assess inflation, trade news – cnbc
Asia-Pacific markets track Wall Street gains as Fed rate-cut hopes rise – cnbc
China’s consumer prices fall more than expected in August as deflation woes persist – cnbc
Tuesday 09.09
Business Live – guardian
Everything Apple just announced: iPhone 17 Air, AirPods Pro 3, Apple Watch Series 11 and more – cnbc
Macron names loyalist Lecornu as new French PM, defying calls to reach out to left – fr24
Oracle Raises Annual Cloud Infrastructure Revenue Forecast, Shares Jump – Reuters
Oracle pops 22% on cloud growth projections even as earnings miss estimates – cnbc
Stocks mixed after BLS revises down annual payrolls more than expected – Newsquawk US Market Wrap
S&P 500 and Nasdaq Notch Record High Closes, Investors Bet Rate Cut – Reuters
Wall Street rises to more records – bbg
Stocks close at record highs despite job worries, looming inflation reports – cnbc
Microsoft to Use Some AI From Anthropic in Shift From OpenAI, the Information Reports – Reuters
Stocks making the biggest moves midday: UnitedHealth, Kingsoft Cloud, Brighthouse Financial and more – cnbc
Nebius Group Hits Record High as $17.4 Billion Microsoft Deal Affirms Expansion Strategy – Reuters
Google Cloud Anticipates at Least $58 Billion Revenue Boost Over Next Two Years – Reuters
Google Cloud chief details how search giants is making billions monetizing its AI products – cnbc
STOXX 600 Ends Flat as Merger Boost Balances France Turmoil – Reuters
Instant View: US Payrolls Growth Through March Revised Sharply Lower – Reuters
Worst Revision In History: BLS Admits A Record 911K Fewer Jobs Were Added Under Biden – Zerohedge
U.S. economy is worse than thought with 1.2 million fewer jobs — what that means for the Fed – cnbc
Why Billions In AI Investment Can Be A Pitfall For Some Companies – Zerohedge
Stocks making the biggest moves premarket: Fox, Apple, Nebius Group, Dell Technologies and more – cnbc
Futures, Yields Rise Ahead Of Another Huge Payrolls Revision – Zerohedge
How does Tesla get to $8.5 trillion value? Robots, robotaxis and hope – Reuters
Why J.P. Morgan thinks European banks are still in a “sweet spot”? – investing
France’s political crisis deepens as another PM is axed: Here’s what happens next – cnbc
Anglo American, Teck Resources Mega-Deal Will Create “Compelling, Large-Scale Copper Business” – Zerohedge
Anglo American to buy Teck Resources in all-stock, $20.2 bln merger; shares jump – investing
Analysis-ASML-Mistral AI Deal Boosts Europe Tech Hopes as Trump Rivalry Heats Up – Reuters
AI firm Mistral valued at $14 billion as chip giant ASML takes major stake – cnbc
European markets’ mood darkens as France sees more political uncertainty – cnbc
Asia-Pacific markets trade mixed after Wall Street gains on tech rally – cnbc
Monday 09.08
Business Live – guardian
Live: French government toppled in confidence vote, Macron to appoint new PM ‘in next few days’ – FRANCE24
Nebius’ stock soars 60% on multibillion-dollar AI infrastructure deal with Microsoft – cnbc
Bonds bid and Dollar hit ahead of more jobs and inflation data – Newsquawk US Market Wrap
Nasdaq Notches Record High Close; Traders Focus on Rate Cuts – Reuters
Nasdaq closes at record high, S&P 500 ends higher ahead of inflation data this week – cnbc
Instant View:French Government Loses No-Confidence Vote in Parliament – Reuters
Analysis-Crisis-Prone France Sinks Deeper Into Debt Quagmire – Reuters
French Govt Collapses As PM Loses Confidence Vote, To Resign Tomorrow – Zerohedge
French prime minister Francois Bayrou ousted in confidence vote – cnbc
Stocks making the biggest moves midday: Etsy, EchoStar, Robinhood, Canada Goose & more – cnbc
European Shares End Higher Amid All Eyes on French No-Confidence Vote – Reuters
SpaceX Buys $17 Billion In EchoStar Spectrum To Supercharge Starlink Direct-To-Cell – Zerohedge
Outlook For Job Seekers Suddenly Craters To Record Low Amid Steady Inflation Expectations, NY Fed Finds – Zerohedge
Stocks making the biggest moves premarket: EchoStar, Robinhood, AppLovin, Alibaba and more – cnbc
Futures Rise Ahead Of French Government Collapse, Looming Inflation Data – Zerohedge
Key Events This Week: CPI, Payrolls Revisions, France Vote Of Confidence, ECB – Zerohedge
German Exports Unexpectedly Fall, Investor Morale Plunges – Reuters
Large European Bank Earnings to Reduce Slightly for 2025 – FITCH
French prime minister faces the axe as lawmakers prepare to hold confidence vote – cnbc
France faces more turmoil with government on brink ahead of confidence vote – Reuters
European markets open higher as focus turns on French confidence vote – cnbc
Japanese stocks jump as Prime Minister Ishiba set to step down – cnbc