Daily News Links

8615 posts

Saturday, May 18, 2024

General

• Ukraine struggles to hold eastern front as Russians advance on cities
  Reuters
• Why Americans are feeling bad about inflation despite a good economy
  Yahoo Finance
• Widespread power outages from deadly Houston storm raise new risk: hot weather
  AP
• Too Big or Not Enough? China Housing Bailout Treads a Fine Line
  Yahoo/WSJ
• Russian court seizes Deutsche Bank assets as part of lawsuit
  Reuters
• Oil Tanker Hit by Missile Off Coast of Yemen, AFP Reports
  Bloomberg
• Market Froth Is Getting Extreme. Just Look at Meme Stocks.
  WSJ
• US companies find borrowing conditions improving as markets rally
  FT
• Taiwan’s new leader faces China threat and voters left behind by chip boom
  FT

Friday, May 17, 2024

Evening

• Stocks edge up as timing of US rate cuts weighed; copper jumps
  Reuters
• Oil Posts Weekly Gain as Supply Outlook and Inflation Set Tone
  Yahoo/Bloomberg
• Wall Street’s Risk Appetite Stays Strong Despite High Rates
  Yahoo/Bloomberg
• Emerging Currencies Lose Steam on Dampening Rate-Cut Bets
  Yahoo/Bloomberg
• Asset-Backed Bond Sales See Best Week of 2024 in Rush Before CPI Report
  Yahoo/Bloomberg
• Fed's Bowman sees inflation remaining higher for longer, won't rule out a rate hike
  Yahoo Finance
• Goldman Sees Fear of Underperforming as Retail Crowd Returns
  Yahoo/Bloomberg

General

• Stocks Churn as Traders Waver on US Rates Outlook: Markets Wrap
  Yahoo/Bloomberg
• Oil Set to Eke Out Weekly Gain as Supply and Inflation Set Tone
  Yahoo/Bloomberg
• Hot Commodity Silver Sets Pace as Demand and Deficit Drive Rally
  Yahoo/Bloomberg
• Rice Rallies Toward 15-Year High as Weather Again Batters Crops
  Yahoo/Bloomberg
• Hedge funds play a weak Japanese yen
  Reuters
• Almost One Million Texas Customers Lose Power After Fierce Storm
  Yahoo/Bloomberg
• Ukraine braces for 'heavy battles' as Putin says Russia carving out Kharkiv buffer zone
  Reuters
• Hezbollah introduces new weapons and tactics against Israel as war in Gaza drags on
  AP
• Goldman Sachs looks to expand private equity credit lines as dealmaking picks up
  Reuters
• Wall Street’s E-Trading Boom Adds New Fuel to Private-Debt Mania
  Yahoo/Bloomberg
• China unveils 'historic' steps to stabilise crisis-hit property sector
  Reuters
• China attempts to end property crisis with broad rescue package
  Yahoo/Bloomberg
• PBOC Earmarks $42 Billion for State Buying of Unsold Homes
  Yahoo/Bloomberg
• China new home prices fall at fastest pace in over 9 years
  Reuters
• China's factories fire up but consumer, property weakness persists
  Reuters
• China Rebound Gets More Lopsided as Factories Hum, Shoppers Lag
  Yahoo/Bloomberg
• China’s Bet on Manufacturing Ups Risks From Trade Battle With US
  Yahoo/Bloomberg
• EU probes into Chinese subsidies and imports
  Reuters
• China's Housing Crash Could Set Back Millions of Promising Careers
  Yahoo/Bloomberg
• BOJ Keeps Bond Buying Unchanged After Surprise Cut on Monday
  Yahoo/Bloomberg
• Bank of Japan in no rush to sell risky asset holdings
  Reuters
• ECB’s Schnabel Says July Cut Doesn’t Look Warranted
  Yahoo/Bloomberg
• Italy Will Have Europe’s Biggest Debt in Three Years, Scope Says
  Bloomberg
• Investors Are Striking Gold All Over
  WSJ
• Buying back some Treasury market liquidity
  FT
• China unveils package to boost property sector
  FT

Thursday, May 16, 2024

Evening

• Dow Average Touches 40,000 Before Pulling Back: Markets Wrap
  Yahoo/Bloomberg
• Oil up after US economic data strengthens rate cut expectations
  Reuters
• Fed Officials Suggest Interest Rates Should Stay High for Longer
  Yahoo/Bloomberg
• Texas Power Grid Sees Several Days of Supply Strain
  Reuters
• China Regulators to Discuss Property Aid With Banks Friday
  Bloomberg

Afternoon

• Dow breaches 40,000 mark as rate-cut hopes fuel fresh record high
  Reuters
• Oil Rises as Shrinking US Stockpiles Add to Risk-On Sentiment
  Yahoo/Bloomberg
• Israel moves into north Gaza Hamas stronghold, pounds Rafah without advancing
  Reuters
• Zelenskiy visits embattled Kharkiv region as Russian pressure mounts in east
  Reuters
• Fed's Mester seeks more evidence inflation pressures are easing
  Reuters
• US Power Producers to Boost Capacity by 80% Through 2035
  Yahoo/Bloomberg
• Brazil's government hikes 2024 GDP forecast, sees higher inflation
  Reuters

General

• Stocks Hold Gains With Jobs, Fed Speakers in Focus: Markets Wrap
  Yahoo/Bloomberg
• Oil Dips in Range With US Inflation and Inventories in Focus
  Yahoo/Bloomberg
• Copper Short Squeeze in New York Is Rocking Metals Markets
  Yahoo/Bloomberg
• China property shares jump on report of government plans to buy unsold homes
  Reuters
• Investors reach for riskier assets as fear seeps out of markets
  Reuters
• US applications for jobless benefits come back down after last week’s 9-month high
  AP
• Fed’s Williams Sees No Current Reason to Change Stance of Policy
  Yahoo/Bloomberg
• Transcript of interview with New York Fed's Williams
  Reuters
• More Companies Are Selling Shares to Help Cut Debt
  Yahoo/Bloomberg
• Japan's economy skids, clouding BOJ's rate hike plans
  Reuters
• Swap old for new: China's latest property market plan off to a poor start
  Reuters
• ECB Warns of Stability Risks From Global Elections, Geopolitics
  Yahoo/Bloomberg
• Xi and Putin condemn U.S., pledge closer ties as Russia advances in Ukraine
  Reuters
• What is Putin and Xi's 'new era' strategic partnership?
  Reuters
• Taiwan's incoming president faces angry China, fractured parliament
  Reuters
• Putin and Xi Vow to Step Up Fight to Counter US ‘Containment’
  Bloomberg
• Xi Tells Putin That China-Russia Ties Should Last ‘Generations’
  Bloomberg
• Surging Hospital Prices Are Helping Keep Inflation High
  WSJ
• Florida and Texas Show Signs of Home Prices Falling
  WSJ
• Japan’s Biggest Insurer Moves Deeper into Foreign Credit Despite Higher Domestic Yields
  WSJ
• Vladimir Putin and Xi Jinping vow to co-operate against ‘destructive and hostile’ US
  FT
• Vladimir Putin arrives in China to shore up close ties with Xi Jinping
  FT
• Why growing China-Russia military ties worry the west
  FT
• High debt levels put Europe at risk of ‘adverse shocks’, ECB warns
  FT
• The state handouts that get out of control
  FT
• Starwood’s $10bn property fund taps credit line as investors pull money
  FT
• Bridgewater founder Ray Dalio warns of danger of US debt on Treasury market
  FT

Wednesday, May 15, 2024

Evening

• Wall Street boasts record closes as inflation data fuels rate-cut bets
  Reuters
• Yen Rebounds as Cooling US CPI Weighs on Dollar, Treasury Yields
  Yahoo/Bloomberg
• Oil rebounds, gains 1% after US crude draw, lukewarm inflation data
  Reuters
• Global corporate defaults doubled from March to April, S&P finds
  Reuters
• Texas Grid Issues Alert for Potential Power Emergency
  Yahoo/Bloomberg
• Citadel Securities Revenue Reaches $2.3 Billion in First Quarter
  Yahoo/Bloomberg
• AT&T Strikes Space Broadband Deal In Challenge To Musk’s SpaceX
  Yahoo/Bloomberg
• Russia’s Putin arrives in China for state visit in a show of unity between the authoritarian allies
  AP
• Inside the Rent Inflation Measure That Economics Nerds Love to Hate
  NYT

Afternoon

• S&P 500, Nasdaq at record highs as lukewarm inflation fuels rate-cut bets
  Reuters
• Gold Rises to Three-Week High as US Data Bolsters Rate Cut Bets
  Yahoo/Bloomberg
• Brazil Markets Roiled as Petrobras CEO Ouster Sparks Angst
  Yahoo/Bloomberg
• Oil Swings as Risk-On Mood Vies With Weaker IEA Demand Forecast
  Yahoo/Bloomberg
• U.S. homebuilder sentiment tumbles as rates slow buyer traffic
  Reuters
• Fed's Kashkari: rates should stay on hold 'for a while longer'
  Reuters
• Credit card delinquencies surge, almost 1 in 5 users maxed-out: Research
  The Hill
• Microsoft’s AI Push Imperils Climate Goal as Carbon Emissions Jump 30%
  Yahoo/Bloomberg
• The shocking state of the restaurant industry: 'we can't afford to be open. We can't afford to be closed.'
  MSN/LAT
• Slovak prime minister Robert Fico in life-threatening condition after being shot
  Reuters
• Zelenskiy postpones travel abroad as Russian troops enter Ukraine border town
  Reuters
• US raises concerns to Chinese officials about AI misuse
  Reuters
• Why is Russia holding nuclear drills and should the West be worried?
  Reuters
• Renaissance Technologies bought GameStop, AMC shares, filing says
  Reuters
• Inflation Puts More Retirees at Risk of Running Out of Money
  WSJ
• Hamas Shift to Guerrilla Tactics Raises Specter of Forever War for Israel
  WSJ

General

• Stocks Gain After US Data: Markets Wrap
  Yahoo/Bloomberg
• Oil Trades in Narrow Range as IEA Trims 2024 Growth Forecast
  Yahoo/Bloomberg
• Fighting intensifies between Israel and Hamas-led militants in north and south Gaza
  Reuters
• Consumer prices rose 0.3% in April, less than expectations
  CNBC
• Retail sales flat in April, falling short of Wall Street's expectations
  Yahoo Finance
• Mortgage demand from homebuyers drops even as interest rates pull back to April lows
  CNBC
• Love them or hate them, meme stocks are back
  Reuters
• Gasoline Demand to Top 2019 Levels This Summer, Rystad Says
  Yahoo/Bloomberg
• Insight: The inside story of Elon Musk’s mass firings of Tesla Supercharger staff
  Reuters
• China’s Top Diplomat Says US Tariffs Show Loss of ‘Sanity’
  Yahoo/Bloomberg
• China Mulls Government Purchases of Unsold Homes to Ease Glut
  Yahoo/Bloomberg
• China considers government purchases of unsold homes, Bloomberg News reports
  Reuters
• Italy’s Deficit Seen by EU as Bleaker Than Meloni Reckons
  Yahoo/Bloomberg
• Bridgewater Sees 40% of Bets Go Awry as Geopolitics Impact Markets
  Yahoo/Bloomberg
• Putin’s meeting with Xi in China underscores growing alliance
  Reuters
• Putin backs China's Ukraine peace plan, says Beijing understands the conflict
  Reuters
• First major wildfires of Canada's season hit northern U.S. air quality
  Axios
• Fed Chair’s Confidence in Slowing Inflation Is ‘Not as High’ as Before
  NYT
• Why Is Car Insurance So Expensive?
  NYT
• China-Russia: an economic ‘friendship’ that could rattle the world
  FT
• Vladimir Putin blasts west ahead of state visit to Beijing
  FT

Tuesday, May 14, 2024

Evening

• Nasdaq hits record close after Powell reassures investors, CPI in focus
  Reuters
• Oil Declines as US Inflation Data Remains Stubbornly Elevated
  Yahoo/Bloomberg
• GameStop shares soar again as 'Roaring Kitty' brings back meme stock mania
  Reuters
• Fed's Powell: PPI 'mixed,' next move unlikely to be a rate hike
  Reuters
• Alberta Wildfire Grows ‘Significantly,’ Threatening City
  Yahoo/Bloomberg
• ‘Worst Fear’: Archegos Witness Recalls Moment That Doom Appeared
  Yahoo/Bloomberg
• Summer 2023 was the hottest in 2,000 years, study says
  Reuters
• Putin Visits Ally Xi as US Threatens China Sanctions Over Ties
  Bloomberg
• Fed’s Jay Powell hints interest rates will stay high as US inflation lingers
  FT

Afternoon

• Wall St edges up after 'mixed' producer inflation data, all eyes on CPI
  Reuters
• GameStop, AMC Shares Soar as Traders Pile Back in to Meme Stocks
  Yahoo/Bloomberg
• Israeli tanks push into Gaza's Rafah, as battles rage in the north
  Reuters
• US Fed's Powell expects inflation to fall, though not as confident as before
  Reuters
• Fed's Powell: 'We'll need to be patient' on rates
  Yahoo Finance
• Overdue Bills Are Rising With US Debt Delinquencies, Fed Survey Shows
  Yahoo/Bloomberg
• NY Fed: Amid rising debt levels, some borrowers face increased stress
  Reuters
• Fed Chair Jerome Powell Maintains Wait-and-See Posture on Inflation and Rates
  WSJ

General

• Stocks, Dollar Wait on US Data for Fresh Impetus: Markets Wrap
  Yahoo/Bloomberg
• Japanese Bond Yields Climb to Decade Highs on BOJ Policy Bets
  Yahoo/Bloomberg
• Oil Holds Steady as Traders Digest OPEC Report, Await US Data
  Yahoo/Bloomberg
• GameStop Shares Extend Meme Rally as Retail Traders Pile In
  Yahoo/Bloomberg
• Israeli tanks push into Gaza's Rafah, as displaced civilians flee again
  Reuters
• Biden sharply hikes US tariffs on an array of Chinese imports
  Reuters
• China strongly opposes U.S. tariff hikes, pledging measures to defend rights
  Reuters
• Wholesale prices rose 0.5% in April, more than expected
  CNBC
• US small business sentiment rebounds in April
  Reuters
• US trade chief recommends higher tariffs to address China's 'unfair' practices
  Reuters
• Private Foreign Buyers of US Treasuries Set to Top Central Banks
  Yahoo/Bloomberg
• BofA Strategist Hartnett Warns Stock Rally Is Exposed to Stagflation Risk
  Yahoo/Bloomberg
• Japan’s Suzuki Sees Need to Keep Close Coordination With BOJ
  Yahoo/Bloomberg
• China's property 'whitelist' lifeline stutters amid sector gloom
  Reuters
• China Megabanks Kick Off $8.3 Billion Loss-Absorbing Bond Sales
  Yahoo/Bloomberg
• Fraud Concerns Raise Red Flags for India’s Booming Tiny IPOs
  Yahoo/Bloomberg
• As Argentina inflation nears 300%, climb in prices slows a bit
  Reuters
• Exclusive: U.S. and Taiwan navies quietly held Pacific drills in April
  Reuters
• Euro Zone Wage Concerns Keep ECB Cautious on Rate Cuts
  Bloomberg
• Will Biden’s Trade War With China Get Results?
  NYT
• High Interest Rates Are Hitting Poorer Americans the Hardest
  NYT
• How China Rose to Lead the World in Cars and Solar Panels
  NYT
• Biden Levies Sweeping Tariffs on China, Intensifying Trade Fight With Trump
  WSJ
• Sky-High Housing Costs Propel Construction of Rental Homes
  WSJ
• Why the World Has Gone Cuckoo for Copper
  WSJ
• Vladimir Putin to visit China this week
  FT
• Putin’s trip to China may show US threats are wishful thinking
  FT

Monday, May 13, 2024

Evening

• S&P 500 barely changes as investors hold tight ahead of inflation data
  Reuters
• GameStop Shares Soar as ‘Roaring Kitty’ Revitalizes Retail Frenzy
  Yahoo/Bloomberg
• Oil Edges Up While Cloudy Outlook Keeps Prices Locked in Range
  Yahoo/Bloomberg
• US IPOs to Slow After Five Weeks of $1 Billion-Plus Volume
  Yahoo/Bloomberg
• US Energy Regulator Issues Rules to Plan and Pay For Power Grid
  Yahoo/Bloomberg
• Borrowers Market $9 Billion of Deals Backed by Auto Loans Before CPI Release
  Yahoo/Bloomberg
• Persistent Brazil floods raise specter of climate migration
  Reuters
• US ups the ante on Chinese EV imports
  FT

Afternoon

• Wall St inches up with inflation prints in focus
  Reuters
• Oil Edges Up While Cloudy Outlook Keeps Prices Locked in Range
  Yahoo/Bloomberg
• Bond Traders Get Unwelcome Inflation Hint Ahead of April Reports
  Yahoo/Bloomberg
• US Inflation, Home Price Expectations Pick Up in NY Fed Survey
  Yahoo/Bloomberg
• NY Fed survey finds general expectations of higher inflation
  Reuters
• Fed’s Jefferson calls for holding rates steady until inflation cools further
  Yahoo Finance
• Yellen says Chinese response possible on expected US tariff action
  Reuters

General

• Asian Stocks Rise on Reports of Chinese Bond Sale: Markets Wrap
  Yahoo/Bloomberg
• Oil Edges Higher in Tight Range as Traders Weigh China Outlook
  Yahoo/Bloomberg
• Currency markets steady before US inflation test
  Reuters
• Israeli forces push into Gaza from north and south
  Reuters
• Bond Traders Await US Inflation Data Behind Half of 2024’s Rout
  Yahoo/Bloomberg
• Goldman Strategists Say Loss-Making US Companies Face Rates Risk
  Yahoo/Bloomberg
• BOJ Trims Bond Buying in Regular Operation Amid Pressure on Yen
  Yahoo/Bloomberg
• Japan on track to normalise monetary policy, says ruling party heavyweight
  Reuters
• How hard will new US tariffs hit China EVs and other exports?
  Reuters
• China Credit Engine Goes Into Reverse, Piles Pressure on Beijing
  Yahoo/Bloomberg
• China to kick off 1 trillion yuan stimulus bond issues this week
  Reuters
• China Averts Moral Hazard, for Now, After Country Garden Pays
  Yahoo/Bloomberg
• ‘I feel like I’ve been tricked’: Some property buyers in China’s Tianjin have been waiting 8 years for their homes
  CNBC
• Reports on China’s Bad Lending Data Disappear on Social Media
  Yahoo/Bloomberg
• Chinese journalist imprisoned for her Covid reporting due to be released after four years. But will she be free?
  CNN
• Global Chips Battle Intensifies With $81 Billion Subsidy Surge
  Bloomberg
• China’s Credit Contraction Adds Pressure to Bond Sale, RRR Move
  Bloomberg
• An Inflation Test Looms Over the Economy and the Election
  NYT
• The Solar Storm Fried GPS Systems Used by Some Farmers, Stalling Planting
  NYT
• China Is Raising Bullet Train Fares as Debts and Costs Balloon
  NYT
• Investors Crowd Into Soft-Landing Trade Ahead of Crucial Inflation Data
  WSJ
• Why Is Inflation So Stubborn? Ask Your Local Small Business
  WSJ
• Platinum Market Deficit Forecast Widens on Weak Supply, Sustained Demand
  WSJ
• Russia’s Bombardment of Ukraine Is More Lethal Than Ever
  WSJ
• More Chinese Cities Move to Buy Up Housing Inventories
  WSJ
• A premature ECB rate cut before the Fed has risks
  FT
• China fires starting gun on $140bn debt sale to boost economy
  FT

Sunday, May 12, 2024

Evening

• Stock futures are little changed after Dow’s best week of the year, investors look toward inflation data: Live updates
  CNBC
• Asian Stocks Eye Sluggish Start After China Data: Markets Wrap
  Yahoo/Bloomberg
• Israel moves deeper into Rafah and fights Hamas militants regrouping in northern Gaza
  AP
• Bond Traders Wait for CPI to Fuel — or Doom — the Market’s Rally
  Yahoo/Bloomberg
• Five Key Charts to Watch in Global Commodity Markets This Week
  Reuters

General

• Israel pushes back into northern Gaza, ups military pressure on Rafah
  Reuters
• Russia Says Residential Tower Hit After Volgograd Drone Strike
  Yahoo/Bloomberg
• Cooling Core Inflation Will Offer Minimal Relief to the Fed
  Yahoo/Bloomberg
• Inflation and consumer spending updates ahead: What to know this week
  Yahoo Finance
• Fed officials stick to Powell’s higher-for-longer script as a key inflation reading looms
  Yahoo Finance
• Stubbornly High Rents Prevent Fed From Finishing Inflation Fight
  Reuters
• There’s Not Enough Power for America’s High-Tech Ambitions
  Yahoo/WSJ