Tuesday 12.17
Business Live – guardian
CVS, UnitedHealth Sink as Trump Singles Out Pharmacy-Benefit Managers. Again. – wsj
Bonds chop in risk off trade ahead of FOMC – Newsquawk US Market Wrap
Big-Tech’s Pain Is Bitcoin’s Gain; Goldman Warns ‘Seasonal Gift Of Low Vol Increases Jan Reversal Risk’ – Zerohedge
Dow tumbles more than 260 points for 9-day losing streak, its longest since 1978 – cnbc
Stocks making the biggest moves midday: Pfizer, Broadcom, Teva Pharmaceuticals and more – cnbc
Pfizer’s In-Line Guidance Offers Relief to Weary Investors – bbg
Broadcom’s ‘Nvidia Moment’ Has Arrived. Now It Needs to Deliver – bbg
Banks, oil stocks knock European shares to two-week lows – Reuters
European Stocks Fall as Politics Weighs Ahead of Key Releases – bbg
US Industrial Production Unexpectedly Drops on Mining, Utilities – bbg
US retail sales showcase economy’s enduring strength – Reuters
US Retail Sales Strengthen on Jump in Motor Vehicle Purchases – bbg
Stocks making the biggest moves premarket: Pfizer, Tesla, SolarEdge, Red Cat and more – cnbc
Oil prices ease 1% to one-week low on weak Chinese, German economic data – Reuters
Europe Gas Prices Jump as EU Repeats No Interest in Russia Flows – bbg
Why Europe Can’t Seem to Kick Its Russian Energy Habit – bbg
BofA says stock market is flashing ‘sell’ signal – investing
BofA Says Stocks Flash Sell Signal After Cash Holdings Tumble – bbg
Oil Dips as Equity Market Weakness, Chinese Data Weigh on Prices – bbg
European markets open lower as central banks take center stage – cnbc
Asia-Pacific markets trade mixed as investors look toward Fed decision – cnbc
Exclusive: China plans record budget deficit of 4% of GDP in 2025, say sources – Reuters
Monday 12.16
Dow falls for an eighth day ahead of Fed, but Nasdaq notches another record – cnbc
Stocks making the biggest moves midday: Nvidia, Broadcom, MicroStrategy, Super Micro Computer and more – cnbc
“The Timing Is Absolutely Terrible”: German Government Collapses Just One Week After French Implosion – Zerohedge
France’s Growth Prospects Weaken as Political Uncertainty Weighs – bbg
Bitcoin Tops $106K, Goes ‘Santa Claus Mode’ As Optimism Grows For US Reserve Status – Zerohedge
Why US stock market gains will continue – UBS – investing
The US-Euro Rates Gap That Triggered Trump’s Fed Bashing Is Set to Widen Again – bbg
US Manufacturing PMI Plunges As Services Soar To 38-Month-High, But… – Zerohedge
US Services Activity Expands by Most in More Than Three Years – bbg
US Futures Jump, Ignore Global Selloff While Focusing On Imminent Rate Cut – Zerohedge
Canal+ Shares Debut in London in Muted Start for Vivendi Split – bbg
Stocks making the biggest moves premarket: Ford Motor, Honeywell, MicroStrategy and more – cnbc
Euro Zone’s Private-Sector Contraction Eases on Services – bbg
German Private-Sector Contraction Eases as Services Rebound – bbg
French Private Sector Shrinks for Fourth Month on Political Woes – bbg
Europe stocks open lower; French stocks slide after Moody’s credit downgrade; Broadcaster Canal+ lists in London – cnbc
Asia markets reverse earlier gains as traders assess key China data and look ahead to central bank decisions due this week – cnbc
China Will Keep Trying to Spur Consumption Without Big Stimulus – bbg
China’s weak consumption drags on economy as Trump tariff threat looms – Reuters
China’s November retail sales miss expectations as real estate slump deepens – cnbc
China Home Prices Fall at Slower Pace in ‘Fragile’ Recovery – bbg
BOJ Set to Weigh Rate Hike While Seeing Little Urgency to Act – bbg
US Stocks Climb Higher on Fed-Cut Optimism: Markets Wrap – bbg