Market Signals

CAC 40 OUTPERFORMS BROADER MARKETS

COREWEAVE STOCK : DEUTSCHE BANK SAYS BUY THE DIP

Nvidia CEO Says He Would Cut Off Buyers Who Build Unsafe AI - Bloomberg.com

Treasury yields are sliding as investors flee to bonds and out of tech. The safety bid is doing the talking: when growth gets sold this hard, duration

Dow Jones futures gains ahead of US PPI, Retail Sales data - FXStreet

Dow Jones futures gains ahead of US PPI, Retail Sales data - www.tmgm.com

Banks have run into a structural bottleneck that’s a drag on profitability - Moneycontrol.com

The 2026 federal deficit likely topped $2 trillion, 6.2% of GDP, with debt held by the public at $32.3 trillion, or 100% of GDP. CRFB estimates intere

BOJ’s Koeda Warns Against Too Much Caution on Rate Hikes - Bloomberg.com

Fico announces revival of economic commission with Russia, just ahead of EU summit - EUalive

TSMC set for sixth straight record profit as AI demand lifts Q3 earnings - investingLive

Banks would keep lending in trans-Tasman recession, stress test shows - Mortgage Professional America

Bessent calls for World Bank reforms, including upstream oil and gas financing - Reuters

Cicor keeps 2026 outlook as order backlog points to strong Q4 revenue - Investing.com

EU delays methane rules on oil and gas imports for a year - Reuters

Mizuho cuts Range Resources stock price target on lower gas outlook - Investing.com

New White House press secretary Katie Zacharia's legal career draws scrutiny - Reuters

European oil refineries’ margins collapse as input costs soar - Financial Times

Explainer: What is Starshield, SpaceX's military version of Starlink? - Reuters

Chip Stocks Set to Erase $1 Trillion in Value as Rout Deepens - Bloomberg.com

10-year Treasury yield jumps as September core inflation comes in hotter than expected

Bank Regulation Affects Monetary Policy Transmission - Federal Reserve Bank of San Francisco

Earnings Preview: What to Expect From Apple's Report - Barchart.com

Aramco HQ Hit as Houthi Missiles Strike Saudi Arabia - Bloomberg.com

Why Trump’s Second Midterms Could Be Worse Than His First - Bloomberg.com

China Is Poised to Spearhead a $5 Trillion Humanoid Robot Market - Bloomberg.com

US stocks: Nasdaq ends down as chipmakers fall and bank earnings roll in - The Economic Times

BofA No Longer in Talks to Arrange IPO of China’s Moonshot AI - Bloomberg.com

US Stock Market: Inflation May Rise! Will Dow Jones, Nasdaq, S&P 500 Extend Fall On Oct-14? Know Futures Today - Goodreturns

Seoul shares dip over 5% on tech sell-off on renewed AI, inflation woes

Oil Rises as Middle East Attacks Increase Uncertainty Over Flows - Bloomberg.com

S. Korea maintains demand for Ukraine's apology over NK POW disclosure

Inside Meta’s Big Bet on Muse Wonder: Zuckerberg and Wang on $100B CapEx and the Future of AI Agents - OODA Loop

BYD’s Denza Eyes Europe Car-Finance Unit to Rival BMW, Mercedes - Bloomberg.com

Wells Fargo Earnings Beat as Strong Customers Keep Lid on Loan Losses - Bloomberg.com

Freight rates for Russian Urals oil shipments to India hit fresh records in early October - Reuters

Trump’s Birthday Gift to Putin Is Only Half the Story - Bloomberg.com

LVMH's China letdown points to prolonged luxury industry pain - Reuters

TSMC Earnings Preview: Can One Chip Giant Save the AI Trade? - Moomoo

Tencent Plans New Notes as First-Half Capex Tops All of 2025 - FourWeekMBA

Tencent (0700 HK) has told investors that the USD 5bln bond sale is to fund AI capex, reports suggest citing sources - Newsquawk

Seoul's chip complex is leading the region lower: KOSPI down 2.6%, $005930 Samsung -3.5%, $000660 SK hynix -4.48% after US PPI rose 0.4% m/m and an oi

China gloom hits LVMH, dims hopes of luxury revival - Reuters

TSMC Heads For Another Record Quarter On AI Demand - Finimize

AI data centers cost billions to build, and the reason why is where the whole debate sits: power, land, cooling, chips, all of it front-loaded before

Judge orders Trump administration to immediately stop taxpayer-funded TV ads

EU Deal Hastens Need for BYD, Chery to Build Chinese Cars in Europe - Bloomberg.com

Microsoft's Nadella says AI needs an ‘emergency brake’ that humans control

The stock market this week (October 12–16): Big bank earnings, September CPI, and retail sales to test record rally - Clarin.com

Houthis show military reach with deadly missile strikes on Riyadh - Financial Times