Weekend 11.09 & 11.10
Top 5 things to watch in markets in the week ahead – investing
Bitcoin Breaks $80,000 for First Time on Optimism Over Trump – bbg
US Inflation Progress Gets Harder in Last Mile Down – bbg
Wall Street Turns to 2016, While Stock Market Has to Live in ‘24 – bbg
China Price Growth Stays Near Zero as Deflation Persists – bbg
EU Bends The Knee To Trump: We Could Buy More American LNG – Zerohedge
What A Second Trump Administration Means For Energy And Natural Resources – Zerohedge
AI Takeoff Turns Data Centers Into America’s New Building Boom – bbg
Friday 11.08
Business Live – guardian
Tesla just hit a $1 trillion market cap as Trump’s win powers a stock surge – QZ
Stocks catch a bid and dollar surges to end a hectic week – Newsquawk US Market Wrap
‘Trump Trade’ Goes Turbo: Crypto Rips, Gold Dips, Small Caps Best Week Since COVID – Zerohedge
Dow tops 44,000 for first time, S&P 500 closes at record high to cap election week rally – cnbc
Stocks making the biggest moves midday: Tesla, Airbnb, Toast, Pinterest & more – cnbc
Trump Plans to Dismantle Biden’s Climate Law. It Won’t Be Easy – bbg
How Trump Could Put His Campaign Promises on Tariffs Into Action – bbg
Surge In ‘Hope’ Lifts UMich Consumer Sentiment In Early November Survey – Zerohedge
US PREMARKET
Futures Drop, Dollar Gains After Latest China Stimulus Disappoints – Zerohedge
Stocks making the biggest moves premarket: Pinterest, Monster Beverage, Bath & Body Works, Trump Media & more – cnbc
Julian Harris: A Nation of Gloomy Shopkeepers – BBG
European markets expected to open in mixed territory after Fed, Bank of England cut interest rates – cnbc
Asia-Pacific markets mostly climb after Fed rate cut boosts Wall Street rally; China’s NPC in focus – cnbc
China Disappoints With Latest “Bare Minimum” Stimulus As It Waits For Trump Tariffs – Zerohedge
Chinese Stocks Head for Weekly Gain With All Eyes on NPC Readout – bbg
Top China Hedge Fund Urges Clients to Pull Cash on Trump Risks – bbg
Sony raises guidance on gaming strength, quarterly operating profit beats estimates – cnbc
Chinese Yuan Slides, Stock Futures Whipsaw After Debt Swap Plan – bbg
Asian Shares Pare Gain With Focus on China Meeting: Markets Wrap – bbg
Asia Investors Chasing Trump Bets Zero In on Trade War Winners – bbg
China announces huge debt package ahead of ‘forceful’ stimulus – ing
China approves $1.4 trillion debt package in latest measure to boost flagging economy – cnn
China’s Debt Swap Plan Not Sufficient to Boost Markets: Street Wrap – bbg
Thursday 11.07
Business Live – guardian
EV Growth Expectations for Trump Years Are Already Being Slashed – bbg
The Bull Market in US Stocks Is Just Starting, Evercore Says – bbg
Wall Street Cheers Trump’s Return, With Some Trepidation – Reuters
Nvidia Is Clear Winner In a Lackluster Big Tech Earnings Season – bbg
Trump Unlikely to Impose Full Tariff Plan – S&P Global – Reuters
US Banks to Gain From Looser Capital, Merger Policies Under Trump – Reuters
Stocks making the biggest moves after hours: Airbnb, Pinterest, Expedia, Rivian and more – cnbc
Stocks continue to rally but yields and Dollar tumble in Trump fade – Newsquawk US Market Wrap
Bitcoin, Bullion, & Big-Tech Bid As ‘Hawkish’ Powell Pushes Bond Yields, Rate-Cut Odds Lower – Zerohedge
Stocks Close Higher After Fed Cuts Interest Rates – Reuters
S&P 500, Nasdaq close at records and extend postelection rally as Fed cuts rates – cnbc
How Elon Musk stands to cash in on Trump’s presidential victory – cnbc
DoubleLine’s Gundlach says expect higher rates if Republicans also win the House – cnbc
Fed Cuts Rates By 25bps As Expected, Removes ‘Dovish’ Inflation Language – Zerohedge
Federal Reserve cuts interest rates by a quarter point – cnbc
Stocks making the biggest moves midday: Warner Bros. Discovery, AppLovin, Wolfspeed, Lyft and more – cnbc
European Stocks Bounce Back as Investor Focus Turns to Fed, BOE – bbg
German Stocks Lifted by Demise of Scholz’s Failing Coalition – bbg
US PREMARKET
US Weekly Jobless Claims Rise Marginally; Unit Labor Costs Stir Inflation Fears – Reuters
Continuing Jobless Claims Jump To 3-Year-Highs – Zerohedge
US Worker Productivity Rises Moderately in Third Quarter; Labor Costs Elevated – Reuters
Under Armour Lifts Profit Forecast on Cost Savings, Shares Surge – Reuters
Moderna Sales Get Lift From Early Nod for Newest Covid Shot – bbg
Ralph Lauren Raises Sales Target on Strong Holiday Demand for Sweaters, Shirts – Reuters
S&P Futures Extend Gains As Trump Trades Cool – Zerohedge
Pound Jumps After BOE’s Last Rate Cut Of 2024, Warns Reeves Budget Will Spike Inflation – Zerohedge
Bank of England cuts rates, sees gradual reductions ahead as Labour budget boosts inflation forecast – cnbc
Germany’s Looming Snap Vote Throws Wrench Into Energy Goals – bbg
German government collapses and snap elections loom in March – ING
Russia-Linked Stocks Surge on Nearby Markets Since Trump Win – bbg
Europe’s Dark, Windless Days Show Risk of Its Renewables Rollout – bbg
Trump-Driven Dollar Rally a Silver Lining for Europe’s Exporters – bbg
Trump victory deals latest severe blow to a struggling Germany – cnbc
Novo Shares Hits 9-Month Low as 2025 Guidance Underwhelms – Reuters
European markets head for mixed open as Trump win settles in; Fed, BoE decisions in focus – cnbc
Asia-Pacific markets mostly rise in choppy trading after Trump victory; China leads gains – cnbc
Chinese Stocks Bounce Back as Stimulus Hopes Offset Trump Risks – bbg
China October exports record highest jump in 19 months, imports decline more than expected – cnbc
Trump win and threat of more tariffs raises expectations for more China stimulus – cnbc
Trump’s China Threat Has Stock Traders Favoring India, Japan – bbg
Trump Win May Spur BOJ Hike If Yen Falls More, Ex-Official Says – bbg
Japan’s Biggest Base Pay Rise in 31 Years Keeps BOJ on Track – BBG
Wednesday 11.06
The Trump rally begins – cnbc
Analysis-For Europe’s Markets, Trump’s Return Spells Euro Pain but Bond Gains – Reuters
More Trump Tariffs Are Coming But CEOs Insist They Are Prepared – bbg
Rising Yields Loom Over the Stock Market’s Risk-On Trump Rally – bbg
Dollar’s Election-Fueled Surge Worsens Trump’s Currency Problem – bbg
Trump’s Election Victory Puts Fed on Path for Fewer Rate Cuts – Reuters
Why Trump’s Plan to Escalate Tariffs Has So Many Haters – bbg
How Investors Are Reacting to Trump’s Win – bbg
Analysis-US Fiscal Strain Looms as Key Challenge for Newly Elected Trump – Reuters
In Trump Markets, Big Question Is How Much ‘MAGA’ 2.0 Will Cost – bbg
From Oil to EVs, Here’s How Trump’s Victory Affects Energy – bbg
What’s at Stake for Global Markets in a Trump Presidency – Reuters
Trump Win Boosts Insurers, Ratchets Up Expectations for Deals – bbg
Under Trump, a Unified Congress Could Push Through Tax and Spending Cuts – Reuters
Stocks making the biggest moves after hours: Qualcomm, HubSpot, Lyft, Bumble and more – cnbc
Arm Second-Quarter Revenue and Profit Top Expectations, Shares Slide – Reuters
Qualcomm pops 10% on chipmaker’s earnings and revenue beat – bbg
Stocks and Dollar rally while bonds dump on Trump victory – Newsquawk US Market Wrap
‘Trump-Quake’ Sparks Greatest Post-Election-Day Stock Market Gain In History – Zerohedge
Stocks Surge to Record Highs as Trump Returns to Presidency – Reuters – Reuters
Dow soars 1,500 points to record high in best day since 2022 after Trump election win – cnbc
Freddie and Fannie’s Zombie Preferreds Surge on Trump Win – bbg
Stocks making the biggest moves midday: Super Micro Computer, Tesla, Coinbase, Planet Fitness and more – cnbc
More Iran sanctions and ‘drill baby, drill’: Oil market’s future is still uncertain under Trump – cnbc
Trump’s election victory sparks dismay — and defiance — among architects of the Paris climate accord – cnbc
Wall Street Quants Set to Buy $50 Billion in Stocks as Volatility Falls – bbg
Iran’s Booming Oil Flow Under Microscope as Trumps Wins Election – bbg
Trump Tariff Risk Hits Euro, German Auto Stocks; Renewables Fall – bbg
Container Shipping Giants Dive on Trump Trade-Tariff Worries – bbg
Markets Erupt: Dow Futures Up 1,300, Dollar Soars After Historic Trump Three-Peat – Zerohedge
European Power Prices Surge as Costly Gas Plugs Wind Deficit – bbg
European Clean Energy Stocks Tumble as Trump Wins US Presidency – Reuters
Euro-Zone Private Sector Fared Better Than Estimated Last Month – bbg
BMW, Porsche Lead Auto Stock Rout on Trump Tariff Fears – bbg
Credit Agricole Debt Traders Outperform, Insurance Lags – bbg
UniCredit and Commerzbank square off with target hikes amid takeover battle – cnbc
Commerzbank Provisions Complicate CEO Orlopp’s UniCredit Defense – bbg
Bitcoin surges to $75,000, a new record, as traders bet Trump has election edge – cnbc
10-year Treasury yield rises as traders see Trump having edge in election – cnbc
European stocks head for lower open as global markets focus on U.S. vote count – cnbc
Asia-Pacific markets mixed after Wall Street rallies ahead of U.S. election results – cnbc
Toyota posts nearly 20% drop in second-quarter operating profit, missing estimates – cnbc
BOJ Signals Little Consensus on Releasing Rate Path Projection – bbg
Tuesday 11.05
Business Live – guardian
Election 2024 live updates: Trump Media stock halted three times amid volatile trading; Harris calls in to drive time radio – cnbc
Trump Vs Kamala: The Complete Election Day Guide – Zerohedge
Goldman Strategists See Little Chance of Post-Poll Bear Market – bbg
Election Day Exuberance Sparks ‘Buy All The Things’ Theme – Zerohedge
Dow rallies 400 points, S&P 500 gains 1% as traders await U.S. election results – cnbc
Stocks making the biggest moves midday: Tesla, Coinbase, Wynn Resorts, Palantir and more – cnbc
European Shares Edge Higher With US Election in Spotlight; Astrazeneca Sinks – Reuters
European Stocks Creep Higher as US Vote Keeps Traders on Edge – bbg
Rate-Cuts? ISM Services Soars To 27-Month-Highs – Zerohedge
US Service Sector Activity Accelerates to More Than 2-Year High – Reuters
US Services Activity Grows at Fastest Pace Since Mid-2022 – bbg
Super Micro Faces Potential Delisting, S&P 500 Removal Amid Auditor Woes – bbg
US PREMARKET
Stocks making the biggest moves premarket: Trump Media, Hims & Hers, Palantir and more – cnbc
DuPont Raises Annual Profit Forecast on Strong AI-Tech Demand – Reuters
Futures, Global Markets Tread Water As America Votes – Zerohedge
AstraZeneca Falls Most Since 2020 as China Probe Fears Mount – Zerohedge
European Traders Look to Hedge Tariff Risk as the US Votes – bbg
Ferrari Shares Skid On Crashing Deliveries In China – Zerohedge
Q3 Earnings Half-Time in Europe: Investors Reward Beats but Fret About China – Reuters
Paralyzing Strike Ends At Boeing After Workers Ratify New “Life-Changing” Contract – Zerohedge
Hugo Boss Says It Won’t Reach 2025 Revenue, Profit Targets; Shares Slip – Reuters
Vestas Plunges 12% as Profit Seen at Low End of Guided Range – bbg
European markets dip as traders focus on U.S. Election Day – cnbc
Asia-Pacific markets trade mixed as investors await U.S. election outcome, Fed rate verdict – cnbc
Chinese Stocks Get a Boost From Stimulus Hopes, Encouraging Data – bbg
China’s Earnings Gloom Masked by Windfall From Rapid Stock Gains – bbg
RBA Holds Key Rate at 13-Year High as World Waits on US Vote – bbg
Monday 11.04
Business Live – guardian
Election 2024 live updates: Trump floats new tariffs as Harris rides momentum into final day of campaign – cnbc
Wall Street Sees Bond Yields Driving Stock Moves After US Poll – bbg
Quantifying how much Nvidia will influence the Dow after it joins the storied average – cnbc
Palantir Raises 2024 Revenue Forecast Again on Robust AI Adoption; Shares Surge – Reuters
Bonds Bid, Bitcoin Skids As Traders Take Profits On ‘Trump’ Bets – Zerohedge
Wall St Slips as Uncertainty Surrounds U.S. Election – Reuters
Dow closes down more than 200 points ahead of presidential election – cnbc
Trump’s New Tariff Proposal Could Cost Americans $78 Billion in Annual Spending, NRF Study Shows – Reuters
US Power Stocks Slump After Regulator Rejects Nuclear Deal – bbg
Stocks making the biggest moves midday: Nvidia, Berkshire Hathaway, Yum China and more – cnbc
Nuclear-Hungry AI Campuses Need New Strategy to Find Power Fast – bbg
Lockup on Thiel’s Stake in Altman-Backed Nuclear Firm to End – bbg
European Shares Dip as Tech Losses Offset Bank, Oil Gains – Reuters
US Factory Orders Tumbled In September – Zerohedge
S&P Can Hit 6,100 By Year End as FOMO Kicks In, Mike Wilson Says – bbg
US PREMARKET
Futures Rise As Trumpflation Trades Slide One Day Before The Election – Zerohedge
Stocks making the biggest moves premarket: Trump Media, Talen, Nvidia, Apple and more – cnbc
Key Events This Week: Elections And The Fed – Zerohedge
Election results don’t end bull markets, S&P 500 could hit 6,500, Evercore says – investing
Euro Zone Manufacturing Slump Shows Signs of Stabilising in October, PMIs Show – Reuters
Oil Rises as OPEC+ Delays Output Hike and Iran Steps Up Rhetoric – bbg
European markets head for mostly positive open as traders gear up for U.S. election – cnbc
Asia-Pacific markets rise as investors await U.S. elections, China parliament meeting – cnbc
China EV Stocks Rally After Strong October Delivery Growth – bbg
China’s Next Stimulus Package Is Unlikely to Put Market Fully at Ease – bbg
SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip – cnbc
Dollar Drops as Some US Polls Shift Toward Harris: Markets Wrap – bbg
Week Ahead Preview: U.S. Election; FOMC, BOE and RBA Rate Decisions; 20 Central Bank Decisions; BoC and BOJ Minutes; China’s Standing Committee – CB