Daily News Links

8615 posts

Saturday, April 13, 2024

Evening

• Sirens, blasts sound across Israel after Iran launches retaliatory attack
  Reuters
• Iran launches drone attack against Israel: Live updates
  AP
• Iran launches dozens of drones toward Israel: Live updates
  CNN
• Reaction to Iran's drone, missile attack on Israel
  Reuters

General

• Iran launches drone attack at Israel, expected to unfold over hours
  Reuters
• Iran seizes cargo ship in Strait of Hormuz after threats to close waterway
  Reuters
• Wall St Week Ahead Surging US energy shares reflect robust growth, inflation worries
  Reuters
• The wallet-busting era of car ownership
  Axios
• Big banks warn of sting from higher rates
  Axios
• Blackstone Leads $2 Billion Private Loan for Data Center Firm
  Yahoo/Bloomberg
• Ukraine's army chief says eastern front under intense Russian assault
  Reuters
• War in Ukraine Enters New Phase That Puts Energy in Crosshairs
  Yahoo/Bloomberg
• Risk-Addicted Wall Street Funds Are Shaken as Bad News Piles Up
  Bloomberg
• Rents Are Still Rising and Pumping Up Inflation
  WSJ
• After U.S. Inflation Shock, Next Shoe to Drop Could Be in Tokyo
  WSJ
• Iran seizes Israel-linked container vessel
  FT
• US says China is supplying missile and drone engines to Russia
  FT

Friday, April 12, 2024

General

• Gold Jumps to Top $2,400 as Middle East Risks Stoke Demand
  Yahoo/Bloomberg
• Stocks Drop as Traders Parse Big Bank Earnings: Markets Wrap
  Yahoo/Bloomberg
• Oil Resumes Gain as Israel Prepares for Potential Iran Attack
  Yahoo/Bloomberg
• Japan’s Five-Year Yield Rises to Highest Since 2011 on BOJ Bets
  Yahoo/Bloomberg
• Emerging-Market Currencies Hit Two-Month Low on Flight From Risk
  Yahoo/Bloomberg
• Copper’s Rally Continues as Ore Shortage Meets Resurgent Demand
  Yahoo/Bloomberg
• Yen crumbles under towering dollar and US Treasury yields
  Reuters
• BofA Warns Current Price Moves Are Typical of Bubbly Markets
  Yahoo/Bloomberg
• Citi profit drops as costs rise for employee severance, deposit insurance
  Reuters
• In the Market: The mysterious one-day drop in a repo rate
  Reuters
• Biden Vows to Back Japan, Philippines as China Jolts Allies
  Reuters
• All-Cash Offers, Wealthy Buyers Push Southern California Home Prices to a Record
  MSN/LAT
• Canada’s AAA Credit Rating at Risk From Deeper Deficit, RBC Says
  Yahoo/Bloomberg
• China's March exports and imports shrink, miss forecasts by big margins
  Reuters
• China Banks Say They Won’t Blame Staff If Developer Loans Go Bad
  Yahoo/Bloomberg
• Philippines says determined to assert South China Sea rights
  Reuters
• New Zealand aims to boost U.S. ties amid global instability
  Reuters
• China’s Credit Expansion Keeps Slowing as Loans Disappoint
  Bloomberg
• Canada’s AAA Credit Rating at Risk From Deeper Deficit, RBC Says
  Bloomberg
• Robusta Coffee Hits Fresh Record High as Shortage Fears Mount
  Bloomberg
• Inflation Comes for the Housing Market
  NYT
• Gold Futures Hit New Record on Central Bank Buying, Safe-Haven Demand
  WSJ
• Iranian Attack Expected on Israel in Next Two Days
  WSJ
• Stay Put or Pay Up: Home Buyers Lose Hope for Lower Rates
  WSJ
• Dollar notches up strongest week since 2022
  FT
• ‘We are not Switzerland’: ECB rate-setters downplay fallout of hot US inflation
  FT
• US vows ‘ironclad’ defence of Philippines military in South China Sea
  FT
• China asserts ‘deep friendship’ with North Korea as Russian influence grows
  FT

Thursday, April 11, 2024

Evening

• Gold Rises to Another Record as Traders Take Comfort in US PPI
  Yahoo/Bloomberg
• S&P 500, Nasdaq end sharply higher on soft inflation data, eyes on earnings
  Reuters
• Oil Falls Near $85 as Swelling Stockpiles Overshadow Iran Risk
  Reuters
• Hot inflation may put Fed rate cut in thick of election season
  Reuters
• Why car insurance costs are skyrocketing and leading to higher inflation
  CNBC
• Focus: Bird flu pushes US dairy farmers to ban visitors, chop trees
  Reuters
• Support from 'indispensable' US vital for Ukraine's survival, Japan PM tells Congress
  Reuters
• The Odds for a Summertime Rate Cut Are Dwindling
  NYT
• The Decembrist revolt
  FT

Afternoon

• Stocks Edge Up in Countdown to US Earnings Season: Markets Wrap
  Yahoo/Bloomberg
• Emerging Stocks, Currencies Slide Amid Global Risk Aversion
  Yahoo/Bloomberg
• ECB puts June rate cut into view, asserts independence from Fed
  Reuters
• Traders bet the ECB will chart its own rate cut path
  Reuters
• Fed officials in no rush to cut rates as inflation worries rise
  Reuters
• Fed’s Williams Says No Need to Adjust Rates in ‘Very Near Term’
  Yahoo/Bloomberg
• Fed’s Collins Says Data May Warrant Later, Fewer Cuts This Year
  Yahoo/Bloomberg
• More Companies Are Defaulting Over and Over Again, S&P Says
  Yahoo/Bloomberg
• Russia and Germany urge restraint as Iranian threat puts Middle East on edge
  Reuters
• Cocoa and Coffee Prices Have Surged. Climate Change Will Only Take Them Higher.
  WSJ
• European Central Bank holds interest rates at 4% in contested decision
  FT
• Aukus is gathering momentum and adherents
  FT

General

• Stocks, Bonds Slip on Fading Rate-Cut Hopes: Markets Wrap
  Yahoo/Bloomberg
• Gold Steadies After Stumbling on Resilient US Inflation
  Yahoo/Bloomberg
• Oil prices slip as inflation concerns offset Mideast tensions
  Reuters
• China Ramps Up Yuan Support as Fixing Tops Estimates by Record
  Yahoo/Bloomberg
• Japan says it won't rule out any FX action as yen hits 34-year low
  Reuters
• Emerging-Market Currencies Erase April Gains on South Korea, Fed
  Yahoo/Bloomberg
• World’s FX Traders as Much at Mercy of Yuan as the Dollar
  Yahoo/Bloomberg
• Bond Traders Are Preparing for a 5% Yield, No Rate Cut World
  Yahoo/Bloomberg
• Wholesale prices rose 0.2% in March, less than expected
  CNBC
• Focus: Soaring insurance costs hit as US buyers finally get a break on car prices
  Reuters
• Why the Fed risks relearning the painful inflation lessons of the 1970s
  Yahoo Finance
• The ‘supercore’ inflation measure shows Fed may have a real problem on its hands
  CNBC
• ECB holds rates at record highs, signals upcoming cut
  Reuters
• Chinese Investors Snap Up Copper, Gold Stocks to Drive 10% Gains
  Yahoo/Bloomberg
• China's weak consumer, producer prices point to more stimulus
  Reuters
• China Vanke shares, bonds fall after rating cut and government probe
  Reuters
• China Leads Global Coal Power Surge as Capacity Hits Record
  Yahoo/Bloomberg
• South China Sea: Why are China and Philippines tensions heating up?
  Reuters
• Biden and Japanese PM forge closer ties to counter China in Pacific region
  Axios
• Netanyahu says Israel preparing for scenarios in other areas than Gaza
  Reuters
• Russia says it inflicts 'massive' retaliatory strike on energy sites in Ukraine
  Reuters
• Soft Landing or No Landing? Fed’s Economic Picture Gets Complicated.
  NYT
• Fed Rate Cuts Are Now a Matter of If, Not Just When
  WSJ
• The Hidden Costs of Homeownership Are Skyrocketing
  WSJ
• OPEC Sticks to Oil Demand View, Cuts Non-OPEC Supply Growth Forecast
  WSJ
• US active ETF flows soar past previous records
  FT
• Weak China inflation data fuels concern over consumer demand
  FT
• Industrial metal prices jump as investors bet on rising China demand
  FT

Wednesday, April 10, 2024

Evening

• S&P 500 Hit by Fed-Pivot Rethink and War Jitters: Markets Wrap
  Yahoo/Bloomberg
• Wall St ends sharply lower as sticky inflation dims rate cut hopes
  Reuters
• US dollar surges to new 34-year high vs yen after hotter-than-expected inflation data
  Reuters
• Oil Prices Pop Higher as US Sees Imminent Strike on Israel
  Yahoo/Bloomberg
• Fed Favors Reducing Monthly Asset Runoff Pace by Roughly Half
  Yahoo/Bloomberg
• US Budget Gap Hits $1.07 Trillion in First Half of Fiscal Year
  Yahoo/Bloomberg
• Traders See Fed Waiting Until After Summer to Cut as Yields Soar
  Yahoo/Bloomberg
• Inflation: Grocery prices reaccelerate, now 25% higher than pre-pandemic
  Yahoo Finance
• Housing inflation still sticky in March: 'Little progress over the past nine months'
  Yahoo Finance
• Credit-Card Delinquency Rates Were Worst on Record in Fed Study
  Yahoo/Bloomberg
• Hot Inflation Print Blows Up Bond Trader’s Record Futures Wager
  Yahoo/Bloomberg
• With eyes on China, US and Japan vow new security collaboration
  Reuters
• US and Japan announce ‘most significant’ upgrade to military alliance
  FT

Afternoon

• Wall St battered as hot inflation data stymies rate-cut hopes
  Reuters
• Treasury 10-Year Yield Tops 4.5% on Hot Inflation: Markets Wrap
  Yahoo/Bloomberg
• Yen Drop Deepens After US Data as Intervention Risk Grows
  Yahoo/Bloomberg
• US dollar surges vs yen to highest since mid-1990 after hotter-than-expected inflation data
  Reuters
• Fed's rate-cut confidence wobbles as elevated inflation persists
  Reuters
• Larry Summers Says CPI Raises Chances That Fed’s Next Move Is to Hike
  Yahoo/Bloomberg
• Powell’s Soft-Landing Dream In Danger as Traders Hedge Inflation
  Yahoo/Bloomberg
• Goldman Sachs Changes Fed Call to Two Cuts in 2024 From Three
  Yahoo/Bloomberg

General

• Stocks Sink as CPI Shuts Door on Fed June Pivot: Markets Wrap
  Yahoo/Bloomberg
• 10-year Treasury yield jumps back above 4.5% after CPI tops estimates
  CNBC
• Gold Slips as US Inflation Print Signals Likely Rate Cut Delay
  Yahoo/Bloomberg
• Oil Holds Two-Day Loss as Report Points to Rising US Inventories
  Reuters
• Gold’s Vertiginous Ascent Isn’t Over Yet, Fund Managers Say
  Yahoo/Bloomberg
• Copper Extends Surge on Bets That Demand is Poised to Boom
  Yahoo/Bloomberg
• US inflation up again in March in latest sign that price pressures remain elevated
  AP
• Consumer prices rose 3.5% from a year ago in March, more than expected
  CNBC
• US Mortgage Rates Top 7% Again, Weakening Demand for Homes
  Yahoo/Bloomberg
• Funds selling options help temper US stock swings
  Reuters
• Ueda Says BOJ Won’t Alter Policy to Respond Directly to Weak Yen
  Yahoo/Bloomberg
• Fitch cuts China's ratings outlook on growth risks
  Reuters
• China Vanke Tumbles to Decade Low as Manager Probe Adds to Woes
  Yahoo/Bloomberg
• Global Venture Funding Drops 30% as China Helps Drag Market Down
  Yahoo/Bloomberg
• Biden meets Japan’s PM Kishida over shared concerns about China and differences on US Steel deal
  AP
• China's Xi says nobody can stop 'family reunion' with Taiwan
  Reuters
• Yen Slides Past 152 Per Dollar, Boosting Intervention Risk
  Bloomberg
• The South China Sea Is the World’s Next Flashpoint
  Bloomberg
• BOJ Will Consider Policy Change If Weak Yen Causes Inflation Overshoot
  WSJ
• Russia and China Double Down on Defying U.S.
  WSJ
• Xi Leverages Former Taiwanese President to Send Signal to U.S.
  WSJ
• Investors pump $126bn into ETFs in March
  FT
• Fitch cuts China credit outlook to negative on ‘uncertain economic prospects’
  FT
• The rusting ship focusing Joe Biden and his Indo-Pacific allies on China
  FT

Tuesday, April 9, 2024

Evening

• S&P 500 Stages Late-Day Rebound With CPI in Focus: Markets Wrap
  Yahoo/Bloomberg
• A crucial report Wednesday is expected to show little progress against inflation
  CNBC
• Fed's Bostic still expects 1 rate cut in 2024 but doesn’t rule out 0 or 2
  Yahoo/Bloomberg
• Higher for Longer After All? Investors See Fed Rates Falling More Slowly.
  NYT
• Why Oil Prices Have Been Rising Recently
  NYT
• China and Russia pledge to work together to maintain ‘supply chain stability’
  FT
• Bridgewater’s Bob Prince says Fed rate-cutting hopes are ‘off track’
  FT

Afternoon

• Wall St backs down as markets brace for inflation data, earnings
  Reuters
• Wall Street Shuns Risk in Run-Up to Inflation Data: Markets Wrap
  Yahoo/Bloomberg
• Top Oil Traders Are Getting More Bullish by the Day
  Yahoo/Bloomberg
• US Postal Service seeks to hike stamp prices to 73 cents
  Reuters
• $1 million homes are now ‘typical’ in a record number of U.S. cities, analysis finds. Here’s where they are
  CNBC
• Killing of party official fuels tensions in Lebanon
  Reuters

General

• Bonds Recover With Traders on US Inflation Watch: Markets Wrap
  Yahoo/Bloomberg
• Gold Hits Another Record as Investors Await US Inflation Print
  Yahoo/Bloomberg
• Oil Holds Near Five-Month High as Traders Focus on Middle East
  Yahoo/Bloomberg
• Yen Traders Are Targeting Slump Beyond Key 152 Per Dollar Level
  Yahoo/Bloomberg
• Yen feels the heat as US Treasury yields climb
  Reuters
• Morning Bid: Commodity prices irk inflation view
  Reuters
• Bullard Says Three Fed Rate Cuts This Year Is ‘Base Case’
  Yahoo/Bloomberg
• US small-business sentiment slides to lowest level in more than 11 years
  Reuters
• BOJ expects monetary conditions to stay accommodative, says Governor Ueda
  Reuters
• BOJ Is Said to Mull Raising Inflation View on Strong Pay Deals
  Yahoo/Bloomberg
• Euro-Zone Firms’ Loan Demand Fell ‘Substantially,’ ECB Says
  Yahoo/Bloomberg
• ECB-Fed Split Ignites Talk of Euro Sliding to Dollar Parity
  Yahoo/Bloomberg
• G-7 Faces a $10 Trillion Reckoning as the World Races to Re-Arm
  Yahoo/Bloomberg
• What is Hezbollah, the Lebanon-based group backing Hamas?
  Reuters
• Russia, China to talk about deeper security co-operation in Eurasia, Lavrov says
  Reuters
• March marks yet another record in global heat
  Reuters
• Gold Futures Hit Another Record on Geopolitical Tensions, Fed Hopes
  WSJ
• Artificial Intelligence’s ‘Insatiable’ Energy Needs Not Sustainable, Arm CEO Says
  WSJ
• Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks
  WSJ
• Beijing Pushes Back on Overproduction Concerns After Yellen Visit
  WSJ
• China Plays Tense Game of ‘Russian Roulette’ With U.S. Ally
  WSJ
• Falling loan demand builds rate cut pressure as ECB prepares to meet
  FT
• Relentless stretch of heat records in March unnerves climate scientists
  FT
• Wider war in Europe ‘no longer a fantasy’, warns EU’s top diplomat
  FT

Monday, April 8, 2024

Evening

• Bond Yields Hit 2024 Highs With Inflation in Focus: Markets Wrap
  Yahoo/Bloomberg
• Wall St ends flat as investors await CPI, earnings
  Reuters
• Gold Trades Near New Record Before Pivotal US Inflation Print
  Yahoo/Bloomberg
• Fed rate cut expectations for 2024 fall to lowest since October
  Reuters
• Battered Yen Faces Make-or-Break Moment on US Inflation Data
  Yahoo/Bloomberg
• BOJ’s Timing for Next Hike In Focus as Ueda Starts Second Year
  Yahoo/Bloomberg
• Iran’s foreign minister accuses U.S. of giving Israel ‘green light’ to attack consulate in Syria
  AP
• Iran’s Better, Stealthier Drones Are Remaking Global Warfare
  Yahoo/Bloomberg

Afternoon

• Wall St gains as bond yields ease from highs
  Reuters
• Treasury Yields at Year’s Highs Draw Buyers Despite Fed Rethink
  Yahoo/Bloomberg
• Yen Intervention Risk Puts Focus on Fed’s Swelling Cash Pile
  Yahoo/Bloomberg
• NY Fed finds mixed outlook for inflation expectations in March
  Reuters
• US Consumer Perceptions of Credit Access Remain Pessimistic
  Yahoo/Bloomberg
• Israel has set date for Rafah offensive, Benjamin Netanyahu says
  FT
• Jamie Dimon warns rates could stay high as market mood shifts
  FT

General

• Bonds Drop as Traders Trim Rate-Cut Expectations: Markets Wrap
  Yahoo/Bloomberg
• Gold Climbs to New Record Before Pivotal US Inflation Print
  Yahoo/Bloomberg
• Oil Rally Takes Breather With Israel to Remove Some Gaza Troops
  Yahoo/Bloomberg
• China’s Latest Investment Frenzy Sparks Wild Swings in Gold ETF
  Yahoo/Bloomberg
• Traders Favor Two Fed Cuts in 2024 With US Rates at Year’s Highs
  Yahoo/Bloomberg
• Bets Against Yen at Highest in 17 Years as Test of 152 Looms
  Yahoo/Bloomberg
• China Maintains Yuan Defense After Currency Nears Red Line
  Yahoo/Bloomberg
• US will not accept Chinese imports decimating new industries, Yellen says
  Reuters
• Yellen says she won’t rule out possible tariffs on China’s green exports
  CNBC
• JPMorgan’s Dimon warns inflation, political polarization and wars are creating risks not seen since WWII
  AP
• Chinese State Bank Asks Court to Liquidate Developer Shimao
  Yahoo/Bloomberg
• Japan Breakeven Inflation Matches Record High Amid Weak Yen
  Yahoo/Bloomberg
• ECB Jostling Over Back-to-Back Summer Cuts Has Already Begun
  Yahoo/Bloomberg
• Euro zone investor morale hits two-year high in April
  Reuters
• What are the risks at Zaporizhzhia nuclear power plant after drone attack?
  Reuters
• China PBOC Buys Gold for 17th Month as Prices Hit Record
  Bloomberg
• Doubts Creep In About a Fed Rate Cut This Year
  WSJ
• Investors lose hope of rapid US interest rate cuts this year
  FT
• Biden to warn Beijing against meddling in South China Sea
  FT
• The great American transport crisis tells us something
  FT
• Chinese banks’ global expansion faces new hurdles
  FT
• Japan doubles down on the US alliance as China looms
  FT

Sunday, April 7, 2024

Evening

• Stock futures rise slightly in overnight trading following the market’s losing week: Live updates
  CNBC
• Five Key Charts to Watch in Global Commodity Markets This Week
  Yahoo/Bloomberg
• Bond Traders See 4.5% Yields as Next Test as Focus Shifts to CPI
  Yahoo/Bloomberg
• The Gold Market Hunts for Answers Behind Bullion’s Sudden Surge
  Yahoo/Bloomberg
• The Odds of $100 Oil Are Rising as Supply Shocks Convulse the Market
  Yahoo/Bloomberg
• Attacks on Zaporizhzhia nuclear plant significantly increase accident risk, IAEA head says
  AP

General

• China PBOC Buys Gold for 17th Month as Prices Hit Record
  Yahoo/Bloomberg
• China’s Yuan Red Line Response Has Traders Eyeing Monday Fix
  Yahoo/Bloomberg
• US, China need 'tough' conversations, Yellen tells Chinese Premier Li
  Reuters
• Ukraine's Zelenskiy warns of dwindling air defence missiles
  Reuters
• Fearless Stock Bulls Start Hedging as Fed Policy Pivot Stalls
  Bloomberg
• Big Tech Has a Big Cash Problem
  WSJ
• Military briefing: Russian ‘glide bombs’ pound Ukrainian troops and towns
  FT