TOP MARKETS NEWS: Week 11/24 – 11/30

Weekend 11.29 & 11.30

OPEC+ holds oil output steady, agrees capacity mechanism – Reuters
Why Deutsche Bank says 2026 promises to be anything but boring – cnbc
Goldman tries to explain U.S. productivity outperformance – investing

China factory activity edges up in November but remains in contraction for eighth month as fading holiday demand drags services – cnbc
What is uranium, and why should you care about it now? – investing


Friday 11.28

Nasdaq closes higher, but notches losing month despite Thanksgiving week rally – cnbc
Stocks making the biggest moves premarket: CME Group, Tilray Brands, SanDisk & more – cnbc
European markets edge lower as choppy month draws to an end; Delivery Hero gains over 7% – cnbc

Asia-Pacific stocks trade mixed as Tokyo inflation runs hotter than expected – cnbc

 

Thursday 11.27

STOXX 600 Ends Steady After Multiple-Session Rally; Puma, Allfunds Jump on Takeover Buzz – Reuters
Central Bank Body BIS Warns of Hedge Fund Leverage in Government Bond Markets – Reuters
ECB Accounts Show No Hurry to Cut Rates, Debate on Declaring End of Easing – Reuters
Euro Zone Sentiment Indicator, Lending Data Confirm Lukewarm Growth – Reuters
German Consumer Sentiment Brightens Modestly as Holiday Shopping Begins – Reuters
Europe’s slow and steady approach to AI could be its edge – cnbc
Puma shares pop 13% after report China’s Anta Sports is looking to buy the sportswear giant – cnbc
European markets edge lower as investors take a breath; Puma shares jump 13% – cnbc

India stocks hit record highs as Asia markets track Wall Street gains on tech rebound – cnbc

 

 

Wednesday 11.26

Business Live – guardian
Autumn Budget 2025: UK finance minister unveils tax hikes after accidental leak of policy measures – cnbc
MIT study finds AI can already replace 11.7% of U.S. workforce – cnbc

Stocks rally into Thanksgiving while Dollar is sold – Newsquawk US Market Wrap
Wall St Ends Higher on Growing Bets for December Fed Rate Cut – Reuters
Stocks log fourth day of gains ahead of Thanksgiving as tech rebounds – cnbc
OpenAI Needs To Fill $207 Billion Funding Hole By 2030: HSBC – Zerohedge
US Economic Activity Little Changed Ahead of Next Fed Meeting, Report Shows – Reuters
Stocks making the biggest moves midday: Dell, Arrowhead Pharmaceuticals, Urban Outfitters & more – cnbc
Robinhood, Susquehanna Take Over Exchange LedgerX in Prediction Markets Push – Reuters
TPUs or GPUs: Is Nvidia’s Moat Eroding? – investing
JP Morgan Says Oil Prices Could Plunge Into $30s By 2027 – Zerohedge
J.P. Morgan Sees S&P 500 at 7,500 by End 2026, Double-Digit Gain From Here – Reuters
JPMorgan sees S&P 500 reaching 7,500 in 2026 — or surging past 8,000 if the Fed keeps cutting rates – yahoofinance
STOXX 600 Climbs on Fed Cut Hopes; Banks Rally Post-UK Budget Announcement – Reuters
UBS: AI Mania Has More Fuel, Dubs GenAI The “Steam Engine Of The Mind” – Zerohedge
Savers and the Wealthy Count the Costs of UK Tax-Raising Budget – Reuters
Chicago Manufacturing PMI Plunges In November – Zerohedge

Initial Jobless Claims Tumble To 7 Month Lows – Zerohedge
US Weekly Jobless Claims at Seven-Month Low Amid Low Layoffs – Reuters
Stocks making the biggest moves premarket: Deere, Dell Technologies, HP, Autodesk & more – cnbc
Texas Becomes First US State To Buy Bitcoin For Its Strategic Reserve – Zerohedge
Deutsche Bank Raises 2026 Gold Price Forecast to $4,450/oz – Reuters
S&P 500 could reach 7,300 by end-2026, SocGen strategists say – investing
Significant pullback in European defense offers a buying opportunity:BofA – investing
BofA: Hedge funds, institutional clients bought the dip last week; Tech flows sank – investing
European stocks open higher as Fed rate cut expectations rise; UK budget ahead – cnbc

Asia-Pacific markets track Wall Street gains on rising Fed rate-cut expectations – cnbc

 


Tuesday 11.25

Stocks making the biggest moves after hours: HP Inc., Dell Technologies, Urban Outfitters and more – cnbc
Dell misses on revenue, offers strong forecast driven by AI sales – cnbc
Dollar and yields fall on soft US data & positive Russia-Ukraine rhetoric – Newsquawk US Market Wrap
Stocks climb on hopes for lower interest rates as Dow rallies 660 points – bbg
Wall Street Ends Higher as Federal Reserve Rate Cut Bets Gather Momentum – Reuters
Dow closes up more than 650 points, posting 3-day winning streak, as hopes for December rate cut grow – cnbc
Consumer Strain Moves Beyond Low-Income Into Heart Of Middle Class – Zerohedge
Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips – cnbc
US Tech Valuations Stretched Further as Earnings Contribute Less – Reuters
Stocks making the biggest moves midday: Abercrombie & Fitch, Nvidia, Coinbase, Symbotic & more – cnbc
Stocks Hit Session Highs On Report Hassett Emerges As Trump’s Next Fed Chair Pick – Zerohedge
European Shares Jump on Ukraine Peace Prospects, US Rate Cut Hopes – Reuters
The Google TPU: The Chip Made For The AI Inference Era – Zerohedge
US Consumer Confidence Tumbles To Worst Since Liberation Day – Zerohedge
US Consumer Confidence Deteriorates in November – Reuters

Stocks making the biggest moves premarket: Kohl’s, Nvidia, Dick’s Sporting Goods, Symbotic & more – cnbc
Stock Rally Falters As Nvidia-Google AI Rivalry Intensifies – Zerohedge
Retail Sales Miss Expectations in September, Producer Prices Rise – Reuters
Core Producer Price Inflation Slowest In 15 Months, But… – Zerohedge
US Retail Sales Disappoint In September – Zerohedge
EU Approves €1.5BN Plan To Build Up Ukraine’s Military-Industrial Sector – Zerohedge
ADP Weekly Employment Report Signals Weakening Labor Market In November – Zerohedge
Private payroll losses accelerated in the past four weeks, ADP reports – cnbc
Alibaba shares rise as AI drives 34% cloud sales jump – cnbc
European Car Industry Risks ‘Irreversible Decline’, Stellantis Chairman Warns – Reuters
Germany Stagnates in Innovation Ranking as Rivals Surge Ahead – Reuters
European stocks trading slightly higher, tracking Wall Street rebound – cnbc

Asia-Pacific markets trade mixed after Wall Street’s tech stocks rebound – cnbc


Monday 11.24

Business Live – guardian

Stocks rally while traders boost Dec rate cut bets – Newsquawk US Market Wrap
Wall Street Ends Higher on Tech Rebound, Rising Rate Cut Bets – Reuters
S&P 500 rips 1.6% higher, Nasdaq posts best day since May as Alphabet reignites AI trade – cnbc
Market Bubbles: A Rational Guide To An Irrational Market – Zerohedge
Market Outlook: AI valuations and tariff risks push investors to diversify in 2026 – bbg
Stocks making the biggest moves midday: Novo Nordisk, Inspire Medical, Tesla, Tegna, Oscar Health and more – cnbc
Broadcom stock surges 10% as Google AI success boosts supplier outlook – investing
Broadcom is joining Alphabet in the AI rally. Why investors are jumping in – cnbc
DoubleLine Wary of AI Funding Wave That Could Alter US High-Grade Debt Market – Reuters
Trump Set To Propose Framework To Halt “Surprise” Obamacare Price Hikes – Zerohedge
Europe’s Counter-Plan For Ukraine Peace Leaves Door Wide Open For NATO Admission – Zerohedge
European Shares Recover on US Rate-Cut Optimism; Ukraine Peace Talks in Focus – Reuters
Deutsche Bank Sees S&P 500 Rising to 8,000 by End of 2026 – Reuters
Wall Street’s biggest bull: DB sets S&P 500 2026-end target at 8,000 – investing
Dallas Fed Manufacturing Survey Sees Production Soaring As Tariff Terrors Fade – Zerohedge

Stocks making the biggest moves premarket: Novo Nordisk, Tesla, Alphabet, Oscar Health & more – cnbc
Futures Rise As Bullish Sentiment Returns After Rollercoaster Week – Zerohedge
Economists See Slightly Faster US Growth, Sticky Inflation in 2026 – Reuters
Two Investing Titans Issue The Same Warning – Zerohedge
EU Missing the Boat on AI, Jeopardising Its Future, Lagarde Warns – Reuters
Novo Nordisk Plunges After Ozempic Pill Fails Alzheimer’s Trials – Shares Suffer Worst Year Ever – Zerohedge
Novo Nordisk shares plunge 10% after Alzheimer’s drug trial fails to hit key target – cnbc
Key Events This Holiday-Shortened Week: PPI, Retail Sales, Jobless Claims, And Ukraine Ultimatum – Zerohedge
Ifo index paints a bleak picture of Germany’s economy at year-end – ing
German Business Sentiment Unexpectedly Falls in November, Ifo Survey Finds – Reuters
European stocks set to start the week higher, following global market positivity – cnbc

Asia-Pacific markets mostly higher as renewed hopes for a Fed rate cut boost sentiment – cnbc

Week Ahead: U.S. Black Friday; Beige Book; ECB Minutes; RBNZ and BOK Meetings; Eurozone Regional CPIs; Australian and Tokyo CPIs; U.K. Budget – cb