Daily News Links

8810 posts

Friday, July 29, 2022

General

• Stocks Rally on Earnings, Fed Outlook; Yen Up: Markets Wrap
  Yahoo/Bloomberg
• Shares rally as markets bet on more gradual rate hikes
  Reuters
• Gloom Returns to China Stocks With Worst Monthly Loss in a Year
  Yahoo/Bloomberg
• Gold Heads for Biggest Weekly Gain Since March as Dollar Falls
  Yahoo/Bloomberg
• Oil steady as market weighs tight supply against recession fears
  Reuters
• Ukraine bombs Russian forces in the south, missiles hit near Kyiv
  Reuters
• Ukraine could be turning the tide of war again as Russian advances stall
  MSN/WP
• China Mulls Seizing Builders’ Idle Land to Fund Frozen Projects
  Yahoo/Bloomberg
• Analysis: S.Korea's sudden property slump tests world's most indebted consumers
  Reuters
• Indonesia, U.S. to hold military exercise amid heightened Indo-Pacific tensions
  Reuters
• Excess Cash Piles Up in China Havens Instead of Flowing Into Real Economy
  Bloomberg
• Recession or Not, the Recovery Has Ended
  WSJ
• Xi warns Biden not to ‘play with fire’ ahead of potential Taiwan trip by Nancy Pelosi
  FT

Thursday, July 28, 2022

General

• Stocks Hover Near Session Highs as Yields Tumble: Markets Wrap
  Yahoo/Bloomberg
• Yen Roars Back as Hedge Funds Cut and Run From Big Macro Short
  Yahoo/Bloomberg
• Oil Extends Gains With Support From Fed and Demand Outlook
  Yahoo/Bloomberg
• Soybeans in Longest Run of Gains Since May; Wheat, Corn Rise
  Yahoo/Bloomberg
• GDP fell 0.9% in the second quarter, the second straight decline and a strong recession signal
  CNBC
• US Economy Shrinks for a Second Quarter, Raising Recession Odds
  Yahoo/Bloomberg
• U.S. jobless claims retreat after hitting highest level in eight months
  MarketWatch
• Wall Street Banks Are Divided Over Size of Fed’s Next Rate Hike
  Yahoo/Bloomberg
• US not yet in recession and 4 other takeaways from the Fed
  AP
• Fed jacks rates again, Powell vows no surrender in inflation battle
  Reuters
• Ukraine Latest: US Eyes Prisoner Swap; UK Warns on Gas Costs
  Yahoo/Bloomberg
• Russia captures power station, redeploys troops toward southern Ukraine
  Reuters
• China’s Politburo Signals No Big Stimulus Despite Slowdown
  Yahoo/Bloomberg
• China Decouples Further From US as Benchmark Rate Trails Fed
  Yahoo/Bloomberg
• China Banks Rush to Raise Record Debt as Credit Losses Mount
  Yahoo/Bloomberg
• German inflation rises unexpectedly after fall in Russian gas supply
  Reuters
• Euro-Area Confidence Hits Weakest in 17 Months on Recession Fear
  Yahoo/Bloomberg
• Turkish Inflation Crisis Rages But Central Banker Isn’t Blinking
  Yahoo/Bloomberg
• Biden looks to tamp down Taiwan tension during China Xi call
  Reuters
• U.S. carrier strike group returns to South China Sea amid Taiwan tensions
  Reuters
• Kim threatens to use nukes amid tensions with US, S. Korea
  AP
• Hidden Menace: Massive Methane Leaks Speed Up Climate Change
  AP
• Former Republicans and Democrats form new third U.S. political party
  Reuters
• Powell Signals More Hikes Coming, While Markets Detect Pivot
  Bloomberg
• They Flocked to China for Boom Times. Now They’re Thinking Twice.
  NYT
• How the Fed Could Lose Its Nerve
  WSJ
• Fed’s Jay Powell calls time on running commentary for rate rises
  FT
• China’s central bank seeks to mobilise $148bn bailout for developers
  FT
• Trouble is coming for emerging markets beyond Sri Lanka
  FT

Wednesday, July 27, 2022

General

• Stocks Rise on Earnings Amid Countdown to Fed: Markets Wrap
  Yahoo/Bloomberg
• Oil Climbs as US Crude Stockpiles Shrink Ahead of Fed Decision
  Yahoo/Bloomberg
• Fed to unveil another big rate hike as signs of economic slowdown grow
  Reuters
• Mortgage demand declines further, even as interest rates drop a bit
  CNBC
• Consumers confidence slides for third straight month in July
  AP
• US economy sending mixed signals: Here’s what it all means
  AP
• Corporate America Embraces Short-Term IOUs as Free Money Ends
  Yahoo/Bloomberg
• Russia cuts gas flows further as Europe makes savings plea
  Reuters
• Ukraine Latest: Gazprom Cuts Nord Stream Gas Supplies to Europe
  Yahoo/Bloomberg
• Australian inflation speeds to 21-year high, peak still to come
  Reuters
• China Q2 smartphone sales fall 14.2% y/y as consumers pull back
  Reuters
• China’s property sales are set to plunge 30% — worse than in 2008, S&P says
  CNBC
• China's Wuhan shuts some businesses, transport amid new COVID cases
  Reuters
• China Question Looms Large as EM Distressed-Debt Club Grows
  Yahoo/Bloomberg
• China’s Blistering Heat Strains Power Grids and Disrupts Farming
  Yahoo/Bloomberg
• Analysis: ECB faces Italian debt test as politics intervenes
  Reuters
• U.S. says Beijing's South China Sea 'provocations' risk major incident
  Reuters
• Hedge Fund BFAM’s Redemptions Mount Amid 16% First-Half Loss
  Yahoo/Bloomberg
• US New-Home Sales Fall More Than Forecast to Two-Year Low
  Bloomberg
• Country Garden Sells Stock as Liquidity Worsens for Builders
  Bloomberg

Tuesday, July 26, 2022

General

• Stocks Drop Before Fed; Energy Up as EU Cuts Deal: Markets Wrap
  Yahoo/Bloomberg
• Oil rises for a second day on supply tightness concerns
  Reuters
• Powell’s Bond Market Recession Indicator Is Sending a Warning
  Yahoo/Bloomberg
• Nearly half of all Americans are falling deeper in debt as inflation continues to boost costs
  CNBC
• Russian gas cut to Europe hits economic hopes after Ukraine grain deal
  Reuters
• EU Faces Solidarity Test Over Forced Cuts in Russian Gas Fight
  Yahoo/Bloomberg
• Analysis: Crisis of confidence stifles China's economic recovery
  Reuters
• China’s Economy Strengthens in July Despite Housing, Covid Woes
  Yahoo/Bloomberg
• China Covid Cases Rise as Shenzhen Flareup Snares Top Firms
  MSN/Bloomberg
• Hong Kong Liquidity Shrinks 50% Since May Amid Currency Defense
  Yahoo/Bloomberg
• Fed Prepares Another Rate Increase as Wall Street Wonders What’s Next
  NYT
• Henan protests highlight concerns over China’s rural banking sector
  FT

Monday, July 25, 2022

Evening

• Stock futures fall after Walmart cuts forecast, says inflation hit consumer spending
  CNBC
• Walmart 'train wreck' profit warning sends shares down 10%
  Reuters
• S&P 500 ends choppy session nearly flat; investors eye Fed, earnings
  Reuters
• Russia's Gazprom tightens squeeze on gas flow to Europe
  Reuters
• Morgan Stanley Warns Stock Bulls Deluded by ‘Wishful Thinking’
  Yahoo/Bloomberg

General

• Stocks Rise as Investors Look to Earnings, Fed: Markets Wrap
  Yahoo/Bloomberg
• Stocks climb as traders look to earnings to counter downturn fears
  Reuters
• Oil rises in volatile trade, Fed hike weighs
  Reuters
• China Property Stocks, Bonds Rally on Reported Fund Help
  Yahoo/Bloomberg
• Fed's united front on interest rates may soon be tested
  Reuters
• 'Extremely oppressive' heat in Northeast turns deadly; Boston breaks record as other cities may follow
  USAT
• Ukraine Latest: Moscow Says Odesa Strike Won’t Affect Grain Plan
  Yahoo/Bloomberg
• China plans real estate fund worth up to $44 billion for distressed sector, source says
  Reuters
• Evergrande's debt revamp to provide roadmap on tackling China property crisis
  Reuters
• Clock Ticks for Evergrande Restructuring Plan After Shakeup
  Yahoo/Bloomberg
• ECB’s Kazaks Says Stronger Hikes May Not Be Over After Big Move
  Yahoo/Bloomberg
• Germany on cusp of recession, says Ifo, as business sentiment sinks
  Reuters
• Record number of COVID-hit Australians in hospital as Omicron surges
  Reuters
• 'Missile alert': Taiwan holds air-raid exercise amid China tension
  Reuters
• Borrowing Among Junk-Rated Firms Slows to a Trickle
  WSJ
• Investors Bet Fed Will Need to Cut Interest Rates Next Year to Bolster the Economy
  WSJ
• The Upper Middle Class Is Getting Squeezed
  WSJ
• Fed to implement second 0.75 point rate rise amid uncertainty over next steps
  FT

Sunday, July 24, 2022

Evening

• Stock futures are little changed as Wall Street braces for a busy week of earnings, Fed meeting
  CNBC
• Oil Edges Higher as Traders Weigh Tight Market, Slowdown Fears
  Yahoo/Bloomberg
• Fed, tech earnings, GDP data: What to know ahead of the busiest week of the year
  Yahoo Finance
• European Central Bank will consider economic situation when deciding on rates -Holzmann
  Reuters
• China’s Property Crisis Burns Middle Class Stuck With Huge Loans
  Bloomberg

General

• US Growth Is Looking Sickly as Fed Keeps Hiking Rates: Eco Week
  Yahoo/Bloomberg
• Ukraine works to resume grain exports, flags Russian strikes as risk
  Reuters
• Ukraine Latest: Lavrov Says UN Must Help Unstick Russian Exports
  Yahoo/Bloomberg
• Bond Sales to Taper Ahead of Rate Hike: U.S. Credit Week Ahead
  Yahoo/Bloomberg
• Odesa strike shows it will not be easy to export grain via ports - Ukraine
  Reuters
• Explainer: What is behind the heat waves affecting the United States?
  Reuters
• China on Alert for Evergrande Restructuring Plan After Shakeup
  Yahoo/Bloomberg
• China probes banking inspector in Henan province after fraud case, protests
  Reuters
• Milley: China more aggressive, dangerous to US, allies
  AP
• Rich Americans Keep Borrowing, Defying Economic Gloom
  WSJ
• The ECB turns the tables on panicky markets and policymakers
  FT
• US military chief warns of ‘significant’ increase in Chinese aircraft intercepts
  FT

Saturday, July 23, 2022

General

• Markets face what could be the most important week of summer with Fed, earnings and economic data
  CNBC
• Wall Street Week Ahead: Strong dollar looms over U.S. earnings season
  Reuters
• How the Fed’s escalating fight against inflation is hitting the hot housing market
  CNBC
• Russian missiles hit Ukraine port, putting landmark grain deal at risk
  Reuters
• Ukraine Latest: Odesa Strike Condemned; Orban Wants Arms Halt
  Yahoo/Bloomberg
• ‘Day by day’: Trade bans, inflation send food prices soaring
  AP
• China plans 'great efforts' to consolidate economic recovery
  Reuters
• China Evergrande CEO, CFO step down after probe into property services unit
  Reuters
• They Thought ‘Crypto Banks’ Were Safe, and Then Came the Crash
  WSJ
• Heat Wave Hits U.S. Farms, Stressing Crops and Ranchers’ Herds
  WSJ
• Rising rents mean no shelter for Americans from inflation storm
  FT
• ‘We are not offering forward guidance’: ECB ditches policy that blocked earlier rate rise
  FT