Daily News Links

8496 posts

Sunday, November 19, 2023

General

• Hamas battles Israeli forces in north Gaza amid hopes of hostage deal
  Reuters
• Israel Latest: Iranian-Backed Houthi Rebels Said to Hijack Ship
  Yahoo/Bloomberg
• Speaker Mike Johnson Faces Hard-Right Discontent, Risking Disarray Ahead
  Yahoo/Bloomberg
• China's neighbors are wooing American CEOs. The CEOs are listening.
  Yahoo Finance
• How a Hack Shook Wall Street’s Multitrillion-Dollar Foundations
  WSJ
• China’s Problem With Unfinished Homes Keeps Getting Bigger
  WSJ
• China’s rise is reversing
  FT
• El Niño expected to cause floods and heatwaves into early 2024, warn scientists
  FT

Saturday, November 18, 2023

General

• Wall St Week Ahead: After breathtaking surge, US stocks' path may rest on economic soft landing
  Reuters
• How a flood of congressional retirements is rocking the 2024 elections
  Politico
• Israeli drone fires missiles at aluminum plant in south Lebanon
  AP
• China vows to support property sector, tackle local debt
  Reuters
• Russian drone attack hits Ukraine infrastructure, causes power outage
  Reuters
• China navy used sonar pulses against divers, Australia says
  BBC

Friday, November 17, 2023

Evening

• Wall Street barely gains as traders digest earlier gains, Fed comments
  Reuters
• ‘Epic’ Stock Rally Fades Amid Signs of Overheating: Markets Wrap
  Yahoo/Bloomberg
• Oil Rebounds on Expectations OPEC Will Move to Support Prices
  Yahoo/Bloomberg
• US debt risks to become a 'fact of life' for investors, says Citi
  Reuters
• US jobs data may be miscounting millions of 'gig' workers, research suggests
  Reuters
• What China's Xi gained from his Biden meeting
  Reuters
• Jim Chanos, Short Seller Who Took on Enron and Tesla, to Close Hedge Funds
  WSJ
• A hint of thaw in the new cold war
  FT

General

• Stocks, Bonds Rise as Rate-Cut Conviction Builds: Markets Wrap
  Yahoo/Bloomberg
• Oil Collapses Into Bear Market as Robust Supply Pressures OPEC+
  Yahoo/Bloomberg
• Treasuries Suffer First Outflows Since 2021 in September Rout
  Yahoo/Bloomberg
• Biden signs stopgap spending bill to avert government shutdown - White House
  Reuters
• US single-family housing starts rise slightly in October
  Reuters
• APEC Latest: Biden Says World’s History Will Be Written in Asia
  Yahoo/Bloomberg
• Powell’s Fed Sticks Together in Fight Against Inflation Despite Differences
  Yahoo/Bloomberg
• Biden, Trump unpopularity buoys third party hopes for 2024 US election
  Reuters
• US equity funds draw heavy inflows on expectations for Fed pause
  Reuters
• A $100 Billion ETF Flood Offers Little Solace to Active Managers
  Yahoo/Bloomberg
• Muni Bond Blowup Exposes Flaws in $600 Billion Corner of Market
  Yahoo/Bloomberg
• Israel Latest: Hezbollah Targets Army Posts on Lebanon Border
  Yahoo/Bloomberg
• Insight: Forever war? Israel risks a long, bloody insurgency in Gaza
  Reuters
• Xi’s Warm Words Jar With Reality for Foreign Companies in China
  Yahoo/Bloomberg
• China Is Sailing Its Way Through a Record Year of Debt Sales
  Yahoo/Bloomberg
• Cheap yuan catapults China to second-biggest trade funding currency
  Reuters
• China Asks Some Big Banks to Cap Rates on Short-Term Funding
  Yahoo/Bloomberg
• BOJ will debate easy-policy exit when inflation nears target -Gov Ueda
  Reuters
• ECB Rate Cut Anytime Soon Is ‘Highly Improbable,’ Nagel Says
  Yahoo/Bloomberg
• Russia's Putin sees political, economic upside to Israel's war with Hamas
  Reuters
• China Wants to Bulldoze Old Neighborhoods to Revive the Economy
  NYT
• Where Have All the Foreign Buyers Gone for U.S. Treasury Debt?
  WSJ
• Leave Treasury basis trade hedge funds alone!
  FT

Thursday, November 16, 2023

Evening

• Asian Stocks to Fall as Wall Street Rally Wavers: Markets Wrap
  Yahoo/Bloomberg
• Oil Plunges to July Low as Algorithms Amplify Supply-Driven Drop
  Yahoo/Bloomberg
• Fed Latest: Perli Says Yield-Surge Persistence Depends on Causes
  Yahoo/Bloomberg
• Fed’s Barr Joins Chorus Warning on Hedge Funds’ Basis Trades
  Yahoo/Bloomberg
• Biden tells Asia-Pacific leaders US ‘not going anywhere’ as he looks to build economic ties
  AP
• In Russia, more Kremlin critics are being imprisoned as intolerance of dissent grows
  AP
• Biden-Xi Summit Won’t Save a Declining Relationship
  Bloomberg

Afternoon

• Wall St rally takes breather as Cisco, Walmart drop
  Reuters
• Treasuries Catch a Bid as Stock Rally Hits a Wall: Markets Wrap
  Yahoo/Bloomberg
• Oil falls 5% as demand worries, inventory builds send prices off 20% from 2023 highs
  Yahoo/Bloomberg
• US Mortgage Rates Fall for Third Week, Dropping to 7.44%
  Yahoo/Bloomberg
• Auto strikes sink US manufacturing output in October
  Reuters
• Exclusive: Three Fed governors see room to run down balance sheet, letters to US senator show
  Reuters
• Iran's Qaani says the resistance front stays united with Hamas
  Reuters
• Russia loads missile with nuclear-capable glide vehicle into launch silo
  Reuters
• Officials seek more transparency for US Treasury market
  FT

General

• Stock Rally Pauses as Weak Earnings Sour Sentiment: Markets Wrap
  Yahoo/Bloomberg
• China Stocks Fall as Traders Unimpressed by Xi-Biden Meeting
  Yahoo/Bloomberg
• Oil Extends Slide After US Inventories Swell to Three-Month High
  Yahoo/Bloomberg
• Biden, Xi's 'blunt' talks yield deals on military, fentanyl
  Reuters
• Xi told Biden Taiwan is biggest, most dangerous issue in bilateral ties -US official
  Reuters
• Israel signals wider offensive in Gaza’s south, where hundreds of thousands have fled
  AP
• US weekly jobless claims rise more than expected
  Reuters
• Senate approves stopgap bill to keep government funded until 2024
  Axios
• US House Speaker Johnson's 'honeymoon' ends as hardline Republicans rebel
  Reuters
• Systematic hedge funds pummeled in post-U.S. CPI stocks rally - Goldman Sachs
  Reuters
• China's home prices dip for 4th month, may weaken further
  Reuters
• Japan's export growth slows as China, global downturn risks loom
  Reuters
• Taiwan presidential frontrunner taps high profile US envoy as running mate-sources
  Reuters
• North Korea vows more offensive response to US 'threats' -KCNA
  Reuters
• Dudley: Three Things to Prevent a Treasury Market Meltdown
  Bloomberg
• China’s Xi Draws Standing Ovation From U.S. Business Leaders—and Some Doubts
  WSJ
• Squeezed Property Owners Put Their Faith in the Fed
  WSJ
• The US-China currency wars are in an unstable lull
  FT
• Blackstone borrows to boost lending power of $52bn credit fund
  FT

Wednesday, November 15, 2023

Evening

• S&P 500 Tops 4,500 as Treasury Euphoria Dwindles: Markets Wrap
  Yahoo/Bloomberg
• Oil Falls as US Crude Inventories Rise, Rate Concerns Flare Up
  Yahoo/Bloomberg
• US Senate works to avoid shutdown with vote possible on Wednesday
  Reuters
• The Israeli military has set its sights on southern Gaza. Problems loom in next phase of war
  AP
• North Korea, Russia discuss expanding economic cooperation -KCNA
  Reuters
• Fed official warns against calling time on rate-rising cycle too soon
  FT

Afternoon

• Wall St gains on easing producer prices, Target's upbeat forecast
  Reuters
• Oil tumbles on big US crude stocks build, record output
  Reuters
• Xi and Biden meet amid fracturing world order
  MSN/WP
• US Senate aims for quick vote to avoid shutdown, but possible potholes ahead
  Reuters
• Joe Biden, Xi Jinping meet to discuss military, economic issues
  Reuters

General

• Stocks Extend Rally as Target Soars on Profit Beat: Markets Wrap
  Yahoo/Bloomberg
• Oil Dips With Differing Views From IEA, OPEC Clouding Outlook
  Yahoo/Bloomberg
• Rate-cut euphoria puts global bonds on course to erase 2023 loss
  Yahoo/Bloomberg
• Yen’s Woes Against Global Peers Worsen Even After Dollar Slips
  Yahoo/Bloomberg
• Israel Latest: Troops Press On Against Hamas After Hospital Raid
  Yahoo/Bloomberg
• Retail sales slip in October as consumers pull back after summer splurges
  AP
• US producer prices slide 0.5% in October, biggest drop since 2020.
  AP
• Mortgage demand climbs to the highest level in five weeks after interest rates move lower
  CNBC
• Inflation in the US is improving, the public mood is still sour
  Reuters
• China's Xi in US for high-stakes Biden summit, APEC
  Reuters
• China Pumps Cash Into Banking System to Support Stimulus Funding
  Yahoo/Bloomberg
• China factory output, retail sales beat expectations in boost to economic recovery
  Reuters
• China Caps OTC Derivatives in Setback to Hedge Funds, Brokerages
  Yahoo/Bloomberg
• BOJ's hawkish rhetoric signals chance negative rates may end soon
  Reuters
• Japan's economy contracts as recession risks grow
  Reuters
• Iran's 'Axis of Resistance' against Israel faces trial by fire
  Reuters
• The $2 Trillion Interest Bill That’s Hitting Governments
  WSJ
• While All Inflation Feels Bad, Housing Inflation Is the Worst
  WSJ
• China’s Retail Spending Picks Up, as Housing Slump Deepens
  WSJ
• It’s Too Soon to Bet on China’s Housing Turnaround
  WSJ
• Cyber attack shines light on role of China’s largest lender in US Treasury market
  FT
• Joe Biden and Xi Jinping to meet in effort to stabilise relations
  FT

Tuesday, November 14, 2023

Evening

• Wall St rallies as data supports view Fed may be done hiking rates
  Reuters
• Gold advances as yields, dollar slip after US inflation data
  Reuters
• Seismic Day for Treasuries Fuels Bets Fed to Slash Rates in 2024
  Yahoo/Bloomberg
• House passes bill to avoid government shutdown, Senate to vote next
  CNBC
• Up to seven killed in US air strikes in Syria -US official
  Reuters
• Russian resources minister visits North Korea amid new missile development
  Reuters

Afternoon

• Wall St rallies as cooling inflation boosts peak interest rate bets
  Reuters
• US Yields Slide as Traders See Rates Falling Half Point by July
  Yahoo/Bloomberg
• House to vote on GOP funding bill to avert government shutdown
  CNN Live Updates
• Slowing US inflation boosts hopes Fed done with rate hikes
  Reuters
• Ken Griffin Says Fed’s Credibility At Risk If It Cuts Rates Too Soon
  Yahoo/Bloomberg
• Investors Are Covering Their Short Bets, Sending Stocks Higher
  Yahoo/Bloomberg
• Investors Dump Cash to Chase Bonds, BofA Survey Shows
  Yahoo/Bloomberg
• Exclusive: China orders local governments to cut exposure to public-private projects as debt risks rise
  Reuters
• Riskiest Stocks Are Having Best Day in a Year
  Bloomberg

General

• Dow futures surge 300 points as October inflation is less than forecast: Live updates
  CNBC
• Oil Steadies as IEA Sees Market Better Supplied Than Anticipated
  Yahoo/Bloomberg
• Yen's fall toward multi-decade lows keeps markets on intervention watch
  Reuters
• US consumer inflation eased in October as cheaper gas slowed overall price increases
  AP
• Inflation was flat in October from the prior month, core CPI hits two-year low
  CNBC
• US Companies Opting to Refinance 2024 Debt Face Profit Hit as Higher Rates Bite
  Yahoo/Bloomberg
• Live updates | Thousands more flee northern Gaza as Israeli troops battle Palestinian militants
  AP
• Japan's finmin says govt will take necessary forex steps as yen tumbles
  Reuters
• China Mulls $137 Billion of New Funds to Aid Housing Market
  Yahoo/Bloomberg
• Chinese graduates hold off career dreams, take temporary government jobs
  Reuters
• Euro zone Q3 GDP shrinks, but employment rises
  Reuters
• South Korea’s Yoon will warn APEC leaders about the risks of a Russia-North Korea arms deal
  AP
• Nowhere Is Safe From Worsening Climate Change, New US Report Warns
  Yahoo/Bloomberg
• The Rise and Fall of the World’s Most Successful Joint Venture
  NYT
• New Speaker Mike Johnson Faces Big Test in Averting Government Shutdown
  WSJ
• With Interest Rates Above 9%, Small Businesses Slam the Brakes
  WSJ
• Why Xi Can No Longer Brag About the Chinese Economy
  WSJ
• Climate Change’s $150 Billion Hit to the U.S. Economy
  WSJ
• The ‘Axis of Resistance’ pushing US to ramp up Middle East defences
  FT
• Taiwan says US using ‘all possible ways’ to support defence against China
  FT

Monday, November 13, 2023

Evening

• Asia Stocks Set to Gain as CPI Data, Fedspeak Loom: Markets Wrap
  Yahoo/Bloomberg
• S&P 500 takes a pause ahead of U.S inflation data
  Reuters
• US House speaker's plan to avoid shutdown gains some Democratic support
  Reuters
• Yen Traders See Options Expiry Explaining Surge from Year Low
  Yahoo/Bloomberg
• Washington DC’s Rating Outlook Lowered to Negative by Moody’s Days After US Cut
  Yahoo/Bloomberg
• House Speaker’s Plan to Avert US Shutdown Faces Critical 24 Hours
  Bloomberg
• Vanke Bonds Volatility Underscores China Property Debt Contagion
  Bloomberg

Afternoon

• Wall Street wavers after rally, focus on inflation data
  Reuters
• Oil Stages Relief Rally After Three Straight Weekly Declines
  Yahoo/Bloomberg
• Protests sweep around the globe as Israel’s war in Gaza grinds on
  Reuters
• Hardline Republicans push back on US House speaker's plan to avert shutdown
  Reuters
• US Kicks Off Fiscal Year With an 87% Surge in Interest Costs
  Yahoo/Bloomberg
• NY Fed finds softer inflation expectations in October
  Reuters
• Fed Should Stop Paring Bond Holdings Before Repo Facility Is Empty, Wrightson Says
  Yahoo/Bloomberg
• US retailers stuck with excess stock offer bargains as holiday season nears
  Reuters
• Hyundai to hike US hourly wages 25% by 2028 after UAW deal
  Reuters
• Gang says ICBC paid ransom over hack that disrupted US Treasury market
  Reuters
• Argentina’s Inflation Hits 143% in Final Release Before Election
  Yahoo/Bloomberg

General

• Stocks Edge Lower Before Key Inflation Data: Markets Wrap
  Yahoo/Bloomberg
• Dollar rallies to fresh one-year high against a beaten-down yen
  Reuters
• New US House speaker tries to muster his Republicans to avert government shutdown
  Reuters
• Heavy fighting rages near main Gaza hospital and people trapped inside say they cannot flee
  AP
• Israel Latest: Hezbollah Fires at Israeli Infantry Across Border
  Yahoo/Bloomberg
• US launches 3rd strikes on Iran-linked groups amid attacks on American soldiers: Officials
  ABC
• US stands on edge of conflict as attacks on troops continue in Middle East
  The Hill
• Dudley Warns US Fiscal Position Is on ‘Unsustainable Trajectory’
  Yahoo/Bloomberg
• What they want: Biden and Xi are looking for clarity in an increasingly difficult relationship
  AP
• Inside Wall Street's scramble after ICBC hack
  Reuters
• China’s Credit Growth Weaker Than Expected in October
  Yahoo/Bloomberg
• China’s Consumption Recovery Is Losing Momentum, Data Show
  Yahoo/Bloomberg
• Moody’s Decision on Junk Rating This Week Has Italy on Edge
  Yahoo/Bloomberg
• Gold Sales in India Aided by Easing Prices on Festive Weekend
  Yahoo/Bloomberg
• China, Pakistan navies hold drills days after Russia's historic Andaman exercise
  Reuters
• Israel Warns of Wider War as It Presses On in Gaza
  WSJ
• Private Debt Was Supposed to Collapse When Rates Rose. Instead It Is Everywhere.
  WSJ
• The Clearest Sign Yet That Commercial Real Estate Is in Trouble
  WSJ
• Just How Bad Is the IPO Market? Really Bad
  WSJ
• The real regulatory risk highlighted by a booming US Treasury arbitrage
  FT
• Xi and Biden to try to ease tensions as Taiwan looms over US-China talks
  FT
• China, Russia, Iran and the prospect of American retreat
  FT
• Geopolitical risks worst in 50 years, warns oil services boss
  FT

Evening

• Asian Equities Climb After Wall Street Tech Rally: Markets Wrap
  Yahoo/Bloomberg
• Oil Extends Three Weekly Drops With Focus on Demand Outlook
  Yahoo/Bloomberg
• US carries out air strikes in Syria against Iran-linked facilities
  Reuters
• Israel sharpens warning to Lebanon as cross-border hostilities spike
  Reuters
• Japan's wholesale inflation slows sharply in sign of waning cost pressures
  Reuters
• China Set to Add Liquidity Support to Stave Off Cash Squeeze
  Yahoo/Bloomberg
• China's high-tech manufacturing loans raise fears of wave of cheap exports
  Reuters
• Zelenskiy tells Ukrainians to prepare for Russian winter onslaught
  Reuters