TOP MARKETS NEWS: Week 09/27 – 10/03

Weekend 10/02 & 10/03

Nordea weekly: Please ask the Tsar if stagflation is coming – nordea
In Deep Ship: What’s Really Driving The Supply-Chain Crisis – Zerohedge
German Power Plant Halted After It Runs Out Of Coal – Zerohedge
Tesla delivered 241,300 vehicles in the third quarter, topping expectations – cnbc
Kemp: Europe’s Rising Energy Prices Will Force Factory Closures – Zerohedge
Week Ahead: Volatility comeback – nordea
A Dip In Shipping Rates: The End Of The Nightmare, Or Just The Eye Of The Hurricane – Zerohedge
Biden Fails To Clinch Infrastructure Deal With Progs, Says “Doesn’t Matter” When Bill Passes, Is Ordered By Staff Not To Take Questions – Zerohedge
“This Is A Game-Changer” – Merck Releasing “Phenomenal” Test Results For Experimental COVID Pill – Zerohedge


Friday 10/01

Business Live – guardian

Nasdaq Suffers Worst Week In 7 Months; Bonds, Gold, Crypto, & The Dollar Higher – Zerohedge
Dow climbs 480 points, Nasdaq snaps five-day losing streak as stocks rebound to start October – cnbc
The Debt Ceiling Non-Crisis & Why Rates Will Fall – Zerohedge
In Welcome News For Cryptos, Biden Admin Seeks To Regulate Stablecoin Issuers As Banks – Zerohedge
Stocks Pressured After Fitch Warns Debt Ceiling “Brinksmanship” Threatens US AAA Rating – Zerohedge
US Manufacturing Surveys Show Growth Mixed, Selling-Prices At Record High – Zerohedge
October seasonals: A look at the patterns that matter – FOREXLIVE
Futures Reverse Earlier Stagflationary Losses As Dollar Dumps, Cryptos Soar – Zerohedge
Cryptos Soar To Start October: Chamath Charm, Fed Flip-Flop, Visa Vindicates, El Salvador Sustainable Mining – Zerohedge
Analysis-‘Perfect storm’ lifts dollar over unsettled markets – Reuters
European Gas Hits A Record 100 Euros As Russian Gas Flows Collapse By 77% – Zerohedge
European markets set to follow global decline as inflation fears weigh – cnbc
Japan’s Nikkei 225 drops more than 2% as Asia-Pacific stocks slip; mainland China and Hong Kong markets closed – cnbc
China Power Crunch Could Force Global Food Prices Even Higher – Zerohedge
Asian factories stagnate as China’s slowdown, supply constraints hit – Reuters
Rabobank: “Secure Supplies At All Costs” – Zerohedge
China orders energy firms to secure supplies amid power crisis: report – afp


Thursday 09/30

Business Live – guardian

Congress Passes Funding Bill To Avert Shutdown, Rest Of Legislation In Limbo – zerohedge
Slumptember: Stocks Suffer Worst Month Since COVID Collapse As USA Sovereign Risk Soars – zerohedge
Dow drops 500 points on September’s final day, S&P 500 suffers worst month since March 2020 – cnbc
Stagflation Risk: Stephen Roach Latest Economist To Sound Alarm On ’70s-Style Inflation – zerohedge
Stocks making the biggest moves midday: Bed Bath & Beyond, Kohl’s, CarMax and more – cnbc
Chicago PMI Miss Confirms ‘Soft’ Survey Slump Back To Reality – zerohedge
Rabobank: How Exactly Do Central Bankers Plan To Resolve Supply Chain Bottlenecks – zerohedge
Q2 GDP Revised Slightly Higher As Core Inflation Rises The Most Since 1983 – zerohedge
Initial Jobless Claims Unexpectedly Jump To Worst In 7 Weeks – zerohedge
Futures Fade Rally With Congress Set To Avert Government Shutdown – zerohedge
Bed, Bloodbath And Beyond: BBBY Crashes After Missing Wildly; Slashes Revenue, EBITDA And EPS Forecasts – zerohedge
Stocks making the biggest moves premarket: CarMax, McCormick, fuboTV, Merck and more – cnbc
IPO watch: Oxford Nanopore soars to $6.8bn in London debut – yahoofinance
European stocks set for higher open, brushing off market jitters elsewhere – cnbc
China Panics: Beijing Orders Energy Firms To “Secure Supplies At All Costs” – zerohedge
China power crisis weighs on manufacturing activity, drops to lowest level since coronavirus outbreak – scmp
Latest PMI Data Confirms China “Entering Period Of Stagflation” – zerohedge
China manufacturing unexpectedly shrinks, services offer support – Reuters


Wednesday 09/29

UK army’s 150 tanker drivers could be deployed to help fuel crisis ‘by end of week’ – live – guardian
Live updates: Congress may take action today to avoid government shutdown – usatoday

Manchin Slams Dem Spending Plan As “Definition Of Fiscal Insanity”, Will Not “Reengineer Social Fabric” With ‘Vengeful’ Taxation – Zerohedge
Washington Worries Spark Dollar Buying-Panic; Bitcoin & Bullion Dive – Zerohedge
Nasdaq stocks continue to struggle, but Dow adds 90 points on Wednesday – cnbc
Fed Chair Powell calls inflation ‘frustrating’ and sees it running into next year – cnbc
Natgas Drops 7% On Warmer Forecasts, Largest One-Day Decline Since January – Zerohedge
Myanmar currency drops 60% in weeks as economy tanks since February coup – Reuters
Stocks making the biggest moves midday: Dollar Tree, Gap, Affirm, Micron, Netflix and more – cnbc
We Are Entering The Most Aggressive Global Hiking Cycle In A Decade – Zerohedge
After Lilly’s Selloff, Citi Declares the Stock a Buy – barrons
Three more UK energy suppliers toppled by gas price surge – guardian
Stocks making the biggest moves premarket: Micron, Eli Lilly, Netflix, Lucid and more – cnbc
Futures Rebound As Yields Drop – Zerohedge
Critical chip machine maker ASML predicts a sales boom over the next decade – cnbc
US Debt Rises Irrespective Of Who’s In The White House – Zerohedge
European markets start to bounce back after U.S. sees rate-induced sell-off – cnbc
T-Shirt And Jean Inflation Coming With Decade High Cotton Prices – Zerohedge
Evergrande to sell $1.5 billion stake in Chinese bank, as it faces another bond interest payment – cnbc

Tuesday 09/28

Business Live – guardian
Chaos On The Hill: Progressives Threaten To Nuke Infrastructure Deal, Schumer Blows Gasket Over Reconciliation, McConnell Smug – Zerohedge
Fed Chair Powell to warn Congress that inflation pressures could last longer than expected – cnbc

Micron earnings forecast disappoints amid concerns about memory-chip prices, stock tumbles – Marketwatch
‘Dangerous’ Jerome & ‘Doomsaying’ Janet Spark Bond, Stock, Bullion, & Bitcoin Battering – Zerohedge
Nasdaq tanks 2.8% in worst day since March as yield spike hits tech stocks, Dow drops 570 points – cnbc
Jamie Dimon Warns JP Morgan Bracing For “Potentially Catastrophic” US Default Debt-Ceiling Battle Drags On – Zerohedge
Stocks making the biggest moves midday: Microsoft, Applied Materials, Moderna and more – cnbc
We Are Entering The Most Aggressive Global Hiking Cycle In A Decade – Zerohedge
JPMorgan Concludes That Delta Variant Was “Less Infectious Than Feared’ – Zerohedge
Yellen Says Debt Ceiling “Drop-Dead Date” Is October 18 – Zerohedge
Stocks making the biggest moves in the premarket: Ford, Thor Industries, Applied Materials and more – cnbc
Futures Slide, Nasdaq Plunges As Yields Surge And Oil Tops $80 – Zerohedge
Government Shutdown And Debt Ceiling Drama: What Comes Next – Zerohedge
European Gas Prices Hit Escape Velocity After Russian Gas Supplies Plunge By 57% Overnight – Zerohedge
Rabobank: “When Are The Locusts Due To Arrive?”- Zerohedge
Alibaba To Stop Selling Mining Equipment For Bitcoin, Other Cryptos Amid China Crackdown – benzinga
To Avoid “Messy Collapse”, Beijing Prods SOEs To Buy Evergrande Assets Including World’s Largest Soccer Stadium – Zerohedge
Trading carbon credits alone will not solve the climate crisis, Standard Chartered CEO says – cnbc
Morgan Stanley Dismisses Market’s “Strong Rebound”, Remains Bearish On Coming Earnings Disappointment – Zerohedge
Central bank digital currencies can slash cross border payment time – BIS – Reuters
European Energy Prices Surge to Records as Supply Crisis Spreads – Bloomberg
Europe heads for positive open as region continues to digest German election fallout – cnbc
Goldman Cuts China’s Q3 GDP Growth To 0% As A Result Of Growing Energy Crisis – Zerohedge
EMERGING MARKETS-Asian markets broadly down; S.Korean won, Thai baht lead currencies lower – Reuters
China power cuts hit homes, factories and threaten growth – afp
China energy crunch triggers alarm, pleas for more coal – Reuters
China’s central bank injects liquidity into market – xinhuanet
China, HK shares rise as real estate stocks jump on cenbank promise – Reuters


Monday 09/27

Business Live – guardian

Bond Bloodbath Batters Big-Tech As Small Caps Surge On Short-Squeeze – Zerohedge
Dow rises, tech shares drag down broader market as 10-year Treasury yield tops 1.5% – cnbc
Goldman Slashes 2021 Global Auto Production Estimates, Citing Semiconductor Shortage – Zerohedge
All Hell Is Breaking Loose In Energy Markets – Zerohedge
Stocks making the biggest moves midday: Best Buy, Altice, Occidental, Moderna and more – cnbc
Oil gains for fifth day amid supply constraints – Reuters
Tech Wreck: “Secular Growth” Slammed By Soaring Rates, Negative Gamma – Zerohedge
China’s ban on crypto has sent traders piling into decentralized exchanges. Here’s a look at what DEX is and what tokens to watch – yahoofinance
Chicago Fed’s Evans says he’s more worried about too little inflation than too much – Marketwatch
Bank of America: The carbon offset market will grow 50 times to meet 2050 net-zero emissions goals – cnbc
NatGas Chaos Takes First Hedge Fund Victim – Zerohedge
Core Durable Goods Orders Disappoint In August – Zerohedge
Stocks making the biggest moves in the premarket: Alphabet, Tesla, Gores Guggenheim and more – cnbc
Futures Slide On Growing Stagflation Fears As Treasury Yields Surge – Zerohedge
European shares rise on German election relief, oil surge – Reuters
Key Events This Busy Week: Core PCE, ISM, Fed Speakers Galore And Government Shutdown – Zerohedge
European stocks climb as investors digest German election results – cnbc
The Harsh Truth Behind Europe’s Energy Crisis – Zerohedge
Social Democrats narrowly beat Angela Merkel’s alliance in historic German election – cnbc
“We Face Huge Pressure” – China’s Developer Cash Crunch Spreads To Sunac – Zerohedge
Evergrande shares in Hong Kong rise as investors monitor situation; Asia stocks struggle for direction – cnbc
Top Apple, Tesla Suppliers Suspend Production Amid China Power Crunch – Zerohedge
EMERGING MARKETS-China’s power shortages curb stocks; Turkey-U.S. ties eyed – Reuters
Goldman Raises Year-End Oil Price Target To $90 – Zerohedge