markets


NATO Must Talk Turkey

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US should not stand with a country that seeks return of the Islamic caliphate.


Bonds and stocks gain as Dollar gives back some recent strength in wake of PCE - Newsquawk US Market Wrap

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REAR VIEW: Dovish core PCE; Dissenter Hammack says more work to do on inflation; Hungary's MOL confirms disruption to Druzhba oil deliveries; Williams says the Fed is still restrictive; Goolsbee tows a dovish tone; Daly says projections are always about the data; UoM sentiment unrevised, inflation expectations ease; Disappointing Novo Nordisk obesity drug trial data; Jawboning out of Japan; Downbeat NKE commentary.

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Just weeks before President Trump’s inauguration, California Governor Gavin Newsom (D) is declaring a State of Emergency in response to the bird flu

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Will Trump Tariffs Kill Commercial Real Estate?

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The CRE bomb has been building for quite some time now...


Trump Effect? China's 1Y Yield Crashes Below 1% For First Time Since GFC

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...the slide in yields “looks quite extreme,”


Big Lots Announces It Will Start Going-Out-Of-Business Sale At All Stores

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The company said that an agreement with a capital investment firm has fallen through...


Stocks Soar On Massive Squeeze As Post-Fed Shorts Slaughtered

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Coming into Friday, hedge funds sold US equities for a 4th straight session and at the fastest pace in more than 8 months...


Schiff: Prepare For A Return To QE

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"I do think they’re going to restart the QE engine. Because I think that they’ve already lost control of the long end of the bond market..."


"The Fed Made A Concession To Reality" - Goldman Top Trader Frames The Chaos This Week

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"...tailwinds are fading fast..."


Huge Triple-Witching OpEx Sparks Fear Of Even More Market Turmoil Next Week

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...moar negative gamma.


Fed's Favorite Inflation Indicator Holds At 7-Month High

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...data-dependent Powell was right?


Novo Nordisk Crashes Most On Record After CagriSema GLP-1 Results Disappoint

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Whoa. 


Goldman: The Most Asked Question Coming Into Today Is When Does CTA Selling Begin

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Here is the answer...


Stocks continue to slide on Quad Witching, USD edges lower ahead of PCE & Fed speak - Newsquawk US Market Open

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Stocks continue to slide on Quad Witching.

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APAC stocks eventually traded mixed following a mostly lower open as markets digested a slew of central bank decisions whilst still feeling some of the hangover from the Fed.

It Never Ends: MTA Hiking Fares Yet Again, Despite Being Days From New Congestion Tolls

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“The Miserable Transit Authority strikes again, raiding the pockets of hardworking New Yorkers with their congestion tax scam and endless fare and toll hikes.” 


Three Dozen Luxury Condos In South Florida Are Sinking, New Study Finds

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"Most impacted buildings were constructed after 2014..."


Virginia Will Be Home To The World's First Nuclear Fusion Power Plant

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“Commonwealth Fusion Systems plans on building the world’s first grid scale commercial fusion power plant in the world, full stop, and it’s going to be right here in the commonwealth of Virginia.”


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US stocks were choppy with SPX and Dow flat after the mega losses seen on Wednesday while Russell and Nasdaq were sold

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US Final (Q3) GDP, GDP Sales and Core PCE revised up; US initial claims fall more than expected, continued claims unexpectedly drop; US existing home sales top expectations; US President-elect Trump says he would support abolishing the debt ceiling entirely; BoJ holds as expected, wants to see more data to support a hike; BoE holds rates as expected, with more dovish dissenters than expected; Riksbank cuts by 25bps as expected; Norges bank holds as forecasted, reiterating policy rate will most likely be reduced in March 25; G7 looking at measures to firm up the price cap on Russian oil; EIA natgas draws in line with forecasts; Very weak US 5yr TIPS auction; Banxico cut by 25bps as anticipated; CNB holds

Intel Shortlists Suitors For Chip Division Altera Amid Turnaround Efforts

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Goldman still has Intel as a "Sell."