Weekend 12.21 & 12.22
25 US stocks for 2025: UBS’s highest conviction calls – investing
Spotify executives cash in as streaming service stock price soars – ft
Friday 12.20
Business Live – guardian
BofA Strategist Hartnett Sees Shaky Sentiment as Fed Pivot Rattles Bulls – bbg
Dove-Driven Dead-Cat-Bounce Fails To Save Bonds, Stocks, & Crypto In ‘Bad Data’ Week – Zerohedge
Dow closes nearly 500 points higher on cooler inflation data, but index posts third straight losing week – cnbc
Stocks making the biggest moves midday: Novo Nordisk, Mission Produce, Occidental Petroleum and more – cnbc
European Stocks Suffer Worst Week Since September as Novo Sinks – bbg
UMich Inflation Expectations Rise, Driven By Downbeat Democrats – Zerohedge
US Consumer Sentiment Rises for the Fifth Straight Month – bbg
Fed’s Favorite Inflation Indicator Holds At 7-Month High – Zerohedge
Fed’s Favored Inflation Gauge Cools to Slowest Pace Since May – bbg
US consumer spending rises in November; monthly inflation subsides – Reuters
Key Fed inflation measure shows 2.4% rate in November, lower than expected – cnbc
S&P Tumbles, Set For Biggest Weekly Drop Since September Ahead Of Massive $6.5 Trillion OpEx – Zerohedge
Novo Nordisk Crashes Most On Record After CagriSema GLP-1 Results Disappoint – Zerohedge
German stocks are massively outperforming their European peers. Here’s why – cnbc
European markets set for lower open after US spending plan fails – cnbc
Asia markets mostly fall as investors assess China rate decision; Australian stocks hit 3-month low – cnbc
BofA, Nomura Push Out Bank of Japan Rate Hike on Dovish Ueda – bbg
Japan’s Inflation Accelerates on Energy as BOJ Seeks More Data – bbg
Stocks, Bonds Decline for the Week After Fed Pivot: Markets Wrap – bbg
Thursday 12.19
Business Live – guardian
What to Know About the Debt Ceiling as Trump Backs Eliminating It – bbg
Stocks making the biggest moves after hours: FedEx, Nike, U.S. Steel and more – cnbc
Stocks meander and bonds steepen ahead of PCE – Newsquawk US Market Wrap
Bonds & Bitcoin Battered Despite Soft Data Slump; Gold & The Dollar Jump – Zerohedge
Dow ekes out narrow gain to snap 10-day losing streak, its longest in 50 years – cnbc
Stocks making the biggest moves midday: Darden Restaurants, Micron Technology, Lamb Weston, Hims & Hers and more – cnbc
European Shares Fall as Fed Turns Hawkish on Rates Outlook – bbg
US Existing Home Sales Surged In November, But.. – Zerohedge
Jobless Claims Improve, Q3 GDP Revised Higher, But Another Manufacturing Survey Collapses – Zerohedge
Futures Rebound After Powell’s Hawkish Pivot Plunge – Zerohedge
Stocks making the biggest moves premarket: Micron, Lamb Weston, Darden, Lennar, Carmax and more – cnbc
Bank of England holds rates but vote split surprises markets – cnbc
European markets expected to nosedive after Fed signals fewer rate cuts ahead; BOE decision in focus – cnbc
Asia markets tumble after Fed’s cautionary outlook prompts Wall Street sell-off; BOJ keeps rate on hold – cnbc
Bank of Japan holds rates at 0.25%, yen weakens to one-month low – cnbc
Wednesday 12.18
Micron shares plunge on weak second-quarter guidance – cnbc
Micron shares tumble after second-quarter forecast miss estimates – investing
Trump-Dump: Markets Plunge As Post-Election Powell “Unexpectedly” Turns Ultra Hawkish – Zerohedge
Dow tanks by 1,100 points, posts first 10-day losing streak since 1974 – cnbc
Fed confirms a slower and shallower rate cut story for 2025 – ING
Hawkish Fed Cut Rates As Expected; Signals Dramatically Less Aggressive Rate-Cut Cycle – Zerohedge
Fed cuts by a quarter point, indicates fewer reductions ahead – cnbc
IBM’s stock has missed the quantum-computing rally but could still be your ticket to ride that hot trend – Marketwatch
Stocks making the biggest moves midday: Nvidia, Ollie’s Bargain Outlet, Birkenstock, Disney and more – cnbc
Alphabet Ends 2024 on High With Help From Quantum Tech Leap – bbg
European Stocks Cap Four Days of Losses as Focus Shifts to Fed – bbg
Renter Nation Returns? Multi-Family Building Permits Soared In November – Zerohedge
Stocks making the biggest moves premarket: General Mills, Nvidia, Jabil and more – cnbc
ECB to Start Publishing Key Wage Gauge Informing Rate Decisions – bbg
European stocks rise as investors monitor UK economic data; Renault jumps 7% – cnbc
Asia markets trade mixed following losses on Wall Street; Japan trade data in focus – cnbc
Kioxia shares climb 10% on debut in Tokyo after $800 million IPO – cnbc
Nissan shares notch best day in at least 40 years after reports on potential mega merger with Honda – cnbc
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