Weekend 12.07 & 12.0
Top 5 things to watch in markets in the week ahead – investing
The Kalecki Profit Equation And The Coming Reversion – Zerohedge
OPEC+ Pause Earns Low-Key Response From Banks as Concerns Linger – bbg
Friday 12.06
Business Live – guardian
BofA’s Hartnett Warns Froth Is Building in US Stocks, Crypto – bbg
HSBC Expects S&P 500 Index to Hit 6,700 by End-2025 – bbg
Apollo and Workday to Join S&P 500 After Index Rebalancing – bbg
In “Last Hurrah”, Credit Card Debt Explodes Higher Despite Record High APRs As Savings Rate Craters – Zerohedge
S&P 500, Nasdaq Hit Record Closing Highs; Lululemon Gains, Data Supports Rate Cut View – Reuters
Big-Tech, Bitcoin, & Bonds Bid On ‘Bad’ Data; Rate-Cut Odds Surge On Week – Zerohedge
S&P 500 rises to a record close Friday, posts third straight winning week – cnbc
US Consumer Borrowing Jumps on Surge in Credit-Card Balances – bbg
US Equity Funds Attract Inflows for a Fifth Straight Week on Growth Optimism – Reuters
Bill Gross Is On the Alert as Momentum Mania Sweeps Wall Street – bbg
Data Centers Are Sending Global Electricity Demand Soaring – Zerohedge
Intel’s Lack of a Clear Plan Makes Wall Street Even More Bearish – bbg
Stocks making the biggest moves midday: Lululemon, Hewlett Packard Enterprise, Rubrik, AMC Entertainment and more – cnbc
France’s Chaotic Week Ends on High Note as Traders Dip In – bbg
STOXX Closes Up; French Stocks Outperform on Expectations of New Budget – Reuters
European Stocks Gain After Solid US Labor Data; CAC 40 Rallies – bbg
US Consumer Sentiment Rises Along With Inflation Expectations – bbg
US PREMARKET
“The Market Is Pricing A December Cut”: Wall Street Reacts To Today’s Solid Jobs Report – Zerohedge
November Jobs Surge Above Estimates As Wage Growth Comes In Hot, Unemployment Rises – Zerohedge
US Job Market Bounces Back From Impact of Strikes, Hurricanes – Reuters
US Hiring Rebounds, But Rising Unemployment Keeps Fed Cut Alive – bbg
Payrolls increased 227,000 in November, more than expected; unemployment rate at 4.2% – cnbc
US Ether ETFs See Record Inflows; FT Issues ‘Cope-pology’ To Bitcoiners – Zerohedge
Ether Gets the Limelight as Record-Chasing ETF Investors Pile In – bbg
Futures Flat Ahead Of “Most Important Economic Data Point Remaining This Year” – Zerohedge
Stocks making the biggest moves premarket: AMC, Lululemon, Rubrik, Petco, Ulta Beauty, Docusign and more – cnbc
Analysis-Gas Price Shock Set to Add to Europe’s Industrial Pain – Reuters
Euro-Zone Consumers Finally Start Spending, Boosting Growth – bbg
Investors pour $140bn into US stock funds after Trump election victory – FT
Who Is Behind Gold’s Wild Ride This Year? – bbg
German Industrial Output Unexpectedly Falls in October – Reuters
German Wage Gains at Decade High Give Some Hope for Economy – bbg
European stocks close higher amid French political uncertainty; Direct Line up over 6% – cnbc
Asia markets mixed as investors assess Japan spending data and India rate decision – cnbc
Chinese Stocks Jump Ahead of Key Meeting on Stimulus Bets – bbg
Morgan Stanley’s Wang Says China at Risk of More Earnings Misses – bbg
Thursday 12.05
Stocks making the biggest moves after hours: Ulta Beauty, GitLab, Lululemon, Docusign and more – cnbc
Ulta Beauty shares pop as retailer beats earnings expectations despite demand fears – cnbc
Lululemon stock jumps as international growth helps to offset slowing U.S. sales – cnbc
Bitcoin Pump’n’Dump Back Below $100k, Gold & The Dollar Pummeled Ahead Of Payrolls Print – Zerohedge
Dow drops more than 200 points, S&P 500 retreats from record as big payrolls report looms – cnbc
Chevron Slows Permian Growth in Latest Hurdle to Trump Oil Plan – bbg
Stocks making the biggest moves midday: American Eagle Outfitters, American Airlines, Verint Systems and more – cnbc
Summers Blasts US National Bitcoin Reserve Idea as ‘Crazy’ – bbg
US Electricity Demand Forecast to Surge 16% Over Next Five Years – bbg
European Stocks Finish at One-Month High, French Politics in Focus – Reuters
European Stocks Rise as Investors Look Beyond French Crisis – bbg
Wells Fargo Sees S&P 500 Index Soaring to 7,007 by End of 2025 – bbg
Rate-Cuts? Jobless Claims Remain Low As Hurricane Effects Fade – Zerohedge
Stocks making the biggest moves premarket: American Eagle Outfitters, Five Below, MicroStrategy & more – cnbc
Futures Flat After 56th Record High, Bitcoin Tops $100,000 – Zerohedge
Oil prices rise as OPEC+ delays production increase – cnbc
Europe stocks open mixed after French government ousted; Shell, Equinor to create joint UK venture – cnbc
Asia-Pacific markets trade mixed amid global political chaos; bitcoin crosses $100,000 – cnbc
Wednesday 12.04
Stocks and bonds up after soft ISM Services PMI – Newsquawk US Market Wrap
Paris, Powell, & Piss-Poor PMI Prompt Bid For Bonds, Bullion, Bitcoin, & Big-Tech – Zerohedge
Dow posts first close above 45,000; S&P 500 reaches new record as tech shares surge – cnbc
Unexpectedly Hawkish Beige Book Finds Economic Activity “Rose” In Most Districts As “Slowness” Tumbles – Zerohedge
Past Trump Tariffs Hurt US Economy, Stocks, Research Finds – bbg
Powell Says Fed Can Afford to Be a Little More Cautious – Reuters
Stocks making the biggest moves midday: JetBlue, Eli Lilly, Pure Storage, Salesforce and more – cnbc
BlackRock Bets on AI-Driven Stocks Rally but US Debt Clouds 2025 Outlook – Reuters
BlackRock Investment Institute Goes Further ‘Overweight’ on U.S. Equities – Reuters
European Stocks Gain, CAC Rises Ahead of No-Confidence Vote – bbg
French Government Falls As PM Barnier Loses Confidence Vote – Zerohedge
French Far Right Joins Forces With Left to Topple Government – bbg
WTI Holds Gains After Big Surprise Crude Draw – Zerohedge
US Factory Orders Rise Marginally in October – Reuters
ISM Services Sentiment (Oddly) Slumps In November; Prices Up, Orders Down – Zerohedge
US Services Sector Activity Takes Breather in November – Reuters
US Services Activity Expands at Slowest Pace in Three Months – bbg
Futures Rise To Fresh Record High Ahead Of Powell Speech, French Government Collapse – Zerohedge
Schneider Electric Working With Nvidia to Design Data Center Cooling Systems – Reuters
ADP Employment Disappoints, US Manufacturing Sees Biggest Job Losses Since June 2023 – Zerohedge
OECD Cuts 2025 Forecast for German Economy – Reuters
Uranium Mining Revival Portends Nuclear Renaissance In Texas & Beyond – Zerohedge
Euro Zone Business Activity Declines Sharply in November, PMI Shows – Reuters
Germany’s Service Sector Contracts for First Time in Nine Months, PMI Shows – Reuters
European markets close higher as investors brace for French no-confidence vote – cnbc
China’s Services Activity Expansion Eases in Nov, Caixin PMI Shows – Reuters
Stocks Hit Record as Powell Bullish on US Economy: Markets Wrap – bbg
Tuesday 12.03
Salesforce shares rise after earnings beat on revenue, fourth-quarter guidance – cnbc
South Korea Sparks Chaos Across Markets: Crude, Crypto, & Small Caps Wild; Won Lost – Zerohedge
S&P 500 ticks higher for another record close on Tuesday – cnbc
Buy ‘Magnificent Seven’ on Corrections, NYU’s Damodaran Says – bbg
Stocks making the biggest moves midday: Tesla, U.S. Steel, FedEx, AT&T and more – cnbc
AT&T Expects Over $18 Billion in Free Cash Flow in 2027, Driven by 5G and Fiber Expansion – Reuters
Germany’s DAX Crosses 20,000 Points as European Stocks Advance – bbg
Job Opening Unexpectedly Surge With Biggest Increase in 14 Months; Quits Also Soar – Zerohedge
Job openings jumped and hiring slumped in October, key labor report for the Fed shows – cnbc
Futures Gain, S&P On Pace For 55th Record Closing High Of 2024 – Zerohedge
Stocks making the biggest premarket moves: U.S. Steel, AT&T, Synchrony Financial, CVS and more – cnbc
French Stocks Trail Germany’s by Most in 31 Years Amid Turmoil – bbg
European Commission Favours More EU Funds for Electric Vehicles Sector – bbg
Cyber Weekend Sales Rise 9% As Cyber Monday Fades Into Oblivion – Zerohedge
Why the Euro Is Closing in on Parity With the US Dollar Again – bbg
NVDA Doubles AAPL, Trump Blows Up The Dollar, & The End Of OPEC: Saxo’s Outrageous Predictions For 2025 – Zerohedge
European markets set for higher open but France’s political upheaval is in focus – cnbc
Asia-Pacific markets trade higher after key Wall Street benchmarks hit record highs – cnbc
Monday 02.12
Stocks and Dollar catch bid after more Trump Tariff threats – Newsquawk US Market Wrap
Paris, PMIs, & Puking Crypto: ‘Good’ News Sparks Re-Inversion Of Yield Curve – Zerohedge
S&P 500, Nasdaq Finish Higher With Tech-Related Shares – Reuters
S&P 500, Nasdaq close at records to kick off December trading – cnbc
Stocks making the biggest moves midday: Advance Auto Parts, Robinhood, chip equipment makers and more – cnbc
SMCI Soars After Special Committee Finds ‘No Evidence Of Misconduct’; Fires CFO – Zerohedge
Intel CEO Pet Gelsinger Retires, Stocks Jumps – Zerohedge
Equity strategist says S&P 500 will go higher next year – bbg
US LNG Exports to Europe Surge in November on Higher Prices – Reuters
Trump Victory Sparks Renewed Optimism In Manufacturing Surveys – Zerohedge
US Manufacturing Contraction Slows in November, Outlook Uncertain – Reuters
US Factory Activity Shrinks Less Than Forecast as Orders Expand – bbg
US PREMARKET
Futures Flat, Dollar Jumps As French Political Turmoil Returns – Zerohedge
Stocks making the biggest moves premarket: Gap, Tesla, Stellantis and more – cnbc
Stellantis Reels After CEO’s Early Departure Leaves Void – bbg
European Gas Rises as Colder Weather Forecasts Add to Worries – bbg
These Were The Best And Worst Performing Assets Of November And YTD 2024 – Zerohedge
XRP flips USDT as rally pushes market cap to all-time high – bw
Ripple-Linked XRP Soars to Third-Largest Token After Trump Win – bbg
Euro Zone Nov Factory Activity Fell Sharply; Outlook Gloomy, PMI Shows – Reuters
German Manufacturing Sector Mired in Downturn in November, PMI Shows – Reuters
French Industry Sees Sharpest Order Decline Since COVID Outbreak, PMI Shows – Reuters
Trump Weaponizing Dollar Seen as Needless BRICS Provocation – bbg
What Happens If French Government Falls After Budget Showdown – bbg
French far right says government spurned budget talks, piling pressure on Barnier – fr24
Trump Weaponizing Dollar Seen as Needless BRICS Provocation – bbg
European markets expected to start December trading in flat to lower territory – cnbc
Asia-Pacific markets rise as investors await key economic readings from the region – cnbc
Caixin PMI: China’s November factory growth hits five-month high, beats forecasts – cnbc
Japan’s Yields Rise as Ueda’s Comments Bolster Hike Expectations – bbg
China Skips Politburo Readout as Investors Await Stimulus – bbg
China’s 10-Year Yield Sinks to Record Low on Bets PBOC Will Ease – bbg
US Futures Slip; Dollar Up as French Turmoil Grows: Markets Wrap – bbg
Week Ahead Preview: U.S. Employment Report; French Budget and No Confidence Motion; OPEC+ Meeting; Fed Beige Book; RBI Meeting; Powell and Lagarde; OECD Outlook – cb