Daily News Links

8395 posts

Friday, August 6, 2021

General

• Dollar Gains, Treasuries Fall After Jobs Report: Markets Wrap
  Yahoo/Bloomberg
• Asian shares fall as Delta variant casts shadow over growth
  Reuters
• Oil Pares Weekly Loss While Delta Spread Ravages Demand Outlook
  Yahoo/Bloomberg
• Evergrande Bond Selloff Deepens on Court Concern, Downgrades
  Yahoo/Bloomberg
• Southeast Asia Assets Go From Bad to Worse as Delta Hurts Region
  Yahoo/Bloomberg
• U.S. Job Growth Exceeds Forecast as Unemployment Rate Falls
  Yahoo/Bloomberg
• Credit-Market Cracks Emerge as Delta Strain Sows Reopening Angst
  Yahoo/Bloomberg
• Biden could start reshaping the Fed next month – and progressives will want a say
  CNBC
• Analysis-CEOs and central bankers talk past each other on inflation
  Reuters
• S&P downgrades China Evergrande again to 'CCC'
  Reuters
• Huarong Investors Brace for Long-Awaited Financial Results
  Yahoo/Bloomberg
• China sees highest daily coronavirus cases in current outbreak
  Reuters
• Biden offers 'safe haven' to Hong Kong residents in U.S. after China crackdown
  Reuters
• What happens when investors lose faith in Beijing?
  FT

Thursday, August 5, 2021

Evening

• Wall St rises as jobless claims fall; Cigna weighs on healthcare stocks
  Reuters
• Oil Rises With Broader Market Rebound Offsetting Delta’s Spread
  Yahoo/Bloomberg
• Manchin Urges Powell to Start QE Tapering, Citing Inflation Risk
  Yahoo/Bloomberg
• Joe Manchin ‘deeply concerned’ about Fed’s easy-money policy, urges Powell to taper
  CNBC
• Fed's Waller says accommodative policy may be pulled back sooner than expected
  Reuters
• California's largest wildfire leaves historic town in ashes
  Reuters
• U.S. approves potential sale of howitzers to Taiwan - Pentagon
  Reuters
• Hardline cleric Raisi sworn in as Iran president amid tensions with West
  Reuters
• U.S. Housing Boom Rescues More Than 1 Million ‘Underwater’ Homes
  Bloomberg
• Property Investors Pay Up for Apartment Deals as Rents Spike
  Bloomberg
• Huarong Investors Brace for Long-Awaited Financial Results
  Bloomberg
• China’s Corporate Crackdown Is Just Getting Started. Signs Point to More Tumult Ahead.
  WSJ
• Tett: How the Fed’s digital currency could displace crypto
  FT

General

• Stocks Drift Higher Before Jobs Data; Dollar Dips: Markets Wrap
  Yahoo/Bloomberg
• Investors in China wary as alcohol and e-cigarettes stocks become latest casualties
  Reuters
• Oil prices rise on Mideast tensions; crude stock build caps gains
  Reuters
• US trade deficit hits record $75.7 billion in June
  AP
• U.S. Initial Unemployment Claims Decline for a Second Week
  Yahoo/Bloomberg
• Analysis: Democrats see chance to reset Wall St. oversight when top Fed official steps down
  Reuters
• Worst-Case Scenario: Firms wrestle with supply bottlenecks
  AP
• Analysis: Stagflation? Recession? Bond market messages puzzle investors
  Reuters
• China-U.S. container shipping rates sail past $20,000 to record
  Reuters
• U.S. COVID-19 cases hit six-month high at over 100,000
  Reuters
• Thousands evacuate fast-moving California wildfire; homes burn
  Reuters
• China Typhoons Pose Latest Supply-Chain Threat as Ports Shut
  Yahoo/Bloomberg
• BOE Warns Tightening to Be Needed as Inflation Seen Spiking
  Yahoo/Bloomberg
• Brazil Pledges to End Monetary Stimulus With Steeper Rate Hikes
  Yahoo/Bloomberg
• Czechs Lift Rates Again as Focus Moves to Plans for More Hikes
  Yahoo/Bloomberg
• China Imposes Restrictions as Delta Reaches Nearly Half the Country
  Yahoo/Bloomberg
• Delta variant challenges China’s costly lockdown strategy
  Yahoo/Bloomberg
• Israeli defense minister threatens Iran with military action
  AP
• SEC Chief Gary Gensler Braces for Clash With Crypto Traders
  WSJ
• Bond rally pushes global stock of negative-yielding debt above $16tn
  FT
• Hedge funds betting on bond market anomalies hit $1tn in assets mark
  FT
• Shipping costs are still surging at breakneck speed
  FT
• China flexes nuclear muscle to burnish its big power credentials
  FT
• Fires and floods: can science link extreme weather to climate change?
  FT

Wednesday, August 4, 2021

Evening

• Asian Stocks Eye Steady Start as Traders Mull Fed: Markets Wrap
  Yahoo/Bloomberg
• Stock futures are flat as investors await more jobs data
  CNBC
• Wall Street closes mixed, S&P 500 ends off record high
  Reuters
• Key Fed official sees rates liftoff in 2023 as policy debate heats up
  Reuters
• Infections Top 200 Million; WHO Seeks Booster Halt: Virus Update
  Yahoo/Bloomberg
• Brazil Hikes Rates by 100 Basis Points, Pledges More to Come
  Yahoo/Bloomberg
• Biden administration proposes $750 million arms sale to Taiwan in a move likely to anger Beijing
  CNN

Afternoon

• U.S. Stocks Fall on Clarida Comments, Jobs Miss: Markets Wrap
  Yahoo/Bloomberg
• Oil Drops for Third Day as China Delta Outbreak Threatens Demand
  Yahoo/Bloomberg
• Dollar swings with yields in markets nervous ahead of jobs data
  Reuters
• Clarida Sees 2021 Taper Announcement, 2023 Fed Rate Liftoff
  Yahoo/Bloomberg
• U.S. Service Industries Expanded at a Record Pace in July
  Yahoo/Bloomberg
• Fed's Clarida supports interest rates liftoff in 2023
  Reuters
• U.S. services sector growth accelerates despite supply constraints
  Reuters
• Warren Praises Brainard, Slams Powell Ahead of Biden Fed Pick
  Bloomberg
• Brazil’s IPO Market Hits Record, Leaving 2007 Bonanza Behind
  Bloomberg

General

• Stocks Dip on Mixed Earnings; Treasuries Gain: Markets Wrap
  Yahoo/Bloomberg
• Gold edges higher as investors strap in for U.S. jobs data
  Reuters
• Treasuries Feel Global Pull of Sub-Zero Yields on Virus Concerns
  Yahoo/Bloomberg
• U.S. private payrolls growth slows in July- ADP
  Reuters
• Mortgage rates fall below 3% for first time since February - MBA
  Reuters
• Huge California fire grows as heat spikes again across state
  AP
• Growth in China's July services activity speeds up, but risks loom - Caixin PMI
  Reuters
• ‘Made in China’ products are running into new logistics problems
  CNBC
• China’s Delta Outbreak Cuts Travel, Prompting GDP Downgrades
  Yahoo/Bloomberg
• China seals city as its worst virus outbreak in a year grows
  AP
• Japan's service sector activity shrinks at faster pace in July - PMI
  Reuters
• Suspected Ship Hijack Near Iran Ends as Mideast Tensions Spike
  Yahoo/Bloomberg
• Big Economic Challenges Await Biden and the Fed This Fall
  NYT
• Businesses Are Loading Up on Credit. Spending Could Follow.
  WSJ
• ‘It has never been like this’: US house price spiral worries policymakers
  FT
• Short sellers double bets against China Evergrande’s bonds
  FT
• Archegos employees face losing up to $500m in deferred bonuses
  FT
• US ‘moving forces’ to investigate suspected tanker seizure in Gulf
  FT

Tuesday, August 3, 2021

Evening

• Asia Stocks Eye Steady Open as Virus, China Weigh: Markets Wrap
  Yahoo/Bloomberg
• S&P 500 closes at record high as Apple, healthcare stocks help shrug off Delta worries
  Reuters
• Oil Sinks a Second Day With Delta’s Spread a Menace to Demand
  Yahoo/Bloomberg
• Slow slog in U.S. Senate for $1 trillion infrastructure bill
  Reuters
• Hedge Fund Alphadyne Loses $1.5 Billion in Rates Short Squeeze
  Yahoo/Bloomberg
• U.S., Indonesia commit to South China Sea defense in 'strategic dialogue'
  Reuters
• As SPAC Creators Get Rich, How Incentives Are Shared Remains Murky
  WSJ
• Jump in mortgage borrowings fuels US house price boom
  FT
• The terms of China’s massive loan spree
  FT
• The era of start-up excess shows no sign of abating
  FT

Afternoon

• Stocks Rise as Earnings Offset Virus, Oil Concerns: Market Wrap
  Yahoo/Bloomberg
• Oil extends losses in volatile trade as Delta variant angst spreads
  Reuters
• Mortgage Boom Drives Biggest Jump in Household Debt Since 2013
  Yahoo/Bloomberg
• Solid U.S. factory orders, business spending on equipment point to enduring manufacturing strength
  Reuters
• U.S. SEC Chair Gensler calls on Congress to help rein in crypto 'Wild West'
  Reuters
• Fed's Daly says labor market not tight, jobs recovery underway
  Reuters

General

• Stocks Gain as Earnings Offset New China Worries: Markets Wrap
  Yahoo/Bloomberg
• Bonds take a breather, Tencent tumbles
  Reuters
• Oil Rises With Equities Even as Concerns Over Delta Persist
  Yahoo/Bloomberg
• Tencent tumbles after China media calls online gaming "spiritual opium"
  Reuters
• Biden Fed Pick Pits Powell Against Liberal Push for Regulation
  Yahoo/Bloomberg
• A hawkish Bullard sees more volatile economic "regime" emerging in U.S.
  Reuters
• Baffled investors fear nothing's off limits in China regulatory crackdown
  Reuters
• Delta variant surges across U.S. South; political leaders clamp down again
  Reuters
• China Outbreak Spreads; Hong Kong Opens to Tourism: Virus Update
  Yahoo/Bloomberg
• Fed’s Waller Says September Taper Call May Be Warranted
  Yahoo/Bloomberg
• IMF $650 billion reserves distribution clears last hurdle, takes effect on Aug 23
  Reuters
• Soaring Aluminum Drives Up Cost of Everything From Beer to Foil
  Yahoo/Bloomberg
• Evergrande Cut by Moody’s, Faces Another Asset Freeze Petition
  Bloomberg
• Gaming? China’s Big Crackdown Is Really on Big Capital
  Bloomberg
• Bundled Commercial Real-Estate Loans Climb to Sales Record
  WSJ
• America’s recovery: is Joe Biden’s presidency vulnerable to inflation?
  FT

Monday, August 2, 2021

Afternoon

• Stocks Pare Gain as Yields Dip on Growth: Markets Wrap
  Yahoo/Bloomberg
• Dollar wavers on dovish Fed tone, mixed economic outlook
  Reuters
• U.S. Senate pushes ahead with $1 trillion bipartisan infrastructure bill
  Reuters
• U.S. manufacturing growth cooling; bottlenecks starting to abate
  Reuters
• Banks eased lending standards for businesses, households in Q2, Fed survey shows
  Reuters
• Florida COVID hospitalizations surge, New York urges business push on vaccines
  Reuters

General

• Stocks Rise Amid Earnings Optimism; Dollar Dips: Markets Wrap
  Yahoo/Bloomberg
• Dollar resumes downtrend after worst week since May
  Reuters
• Chinese Stocks Jump as Beijing Signals More Economic Support
  Yahoo/Bloomberg
• Crude Oil Retreats as Investors Weigh Delta, Iranian Tensions
  Yahoo/Bloomberg
• Treasury Dept to invoke ‘extraordinary measures’ as Congress misses debt-ceiling deadline
  CNBC
• U.S. labor revival in doubt as Delta raises worries about 'back to school'
  Reuters
• Delta spreads 'like wildfire' as doctors study whether it makes patients sicker
  Reuters
• Resilient factories battling with delays, rising costs
  Reuters
• China’s Politburo Signals Targeted Support as Growth Risks Mount
  Yahoo/Bloomberg
• Huarong Moves to Restructure, Exit Units in Downsizing Push
  Yahoo/Bloomberg
• China's July factory activity growth slips to 15-month low - Caixin PMI
  Reuters
• Asian factory activity hit by rising costs, Delta variant
  Reuters
• Delta variant challenges China's zero Covid strategy — and raises questions over its vaccine efficacy
  CNN
• Iran warns of response if security threatened after ship attack - TV
  Reuters
• Fed Chairman Powell’s Approach to Regulation Has Drawn Criticism From Some Democrats
  WSJ
• Companies Pay New Workers Higher Wages, and Current Employees Ask, ‘What About Us?’
  WSJ
• Risky US loans face pushback from investors spoilt for choice
  FT
• Analyst ‘buy’ ratings reach 18-year high in upbeat US earnings season
  FT

Sunday, August 1, 2021

Evening

• Dow futures rise more than 100 points ahead of the first trading day of August
  CNBC
• Stocks Eye Steady Start in Shadow of China Curbs: Markets Wrap
  Yahoo/Bloomberg
• Oil Opens Week Steady as Traders Weigh Demand, Iranian Tensions
  Yahoo/Bloomberg
• At least 10 Republicans likely to support infrastructure bill-Senator Collins
  Reuters
• U.S. will not lock down despite surge driven by Delta variant, Fauci says
  Reuters
• Minneapolis Fed president says Delta variant could slow labor market recovery
  Reuters
• Xi Jinping’s Capitalist Smackdown Sparks a $1 Trillion Reckoning
  Yahoo/Bloomberg
• U.S. Blames Iran for Ship Attack, Plans ‘Appropriate Response’
  Yahoo/Bloomberg

General

• Wall St Week Ahead-RPT-Earnings bounce, bond-yield drop help keep party going for U.S. stocks
  Reuters
• U.S. senators to move forward with infrastructure bill on Sunday
  Reuters
• U.S. Debt Ceiling Suspension Ends, Congress Unclear on Next Step
  Yahoo/Bloomberg
• China new home price growth slows in July - private survey
  Reuters
• Evergrande Sells Stakes in Internet Unit for $418 Million
  Yahoo/Bloomberg
• China Seeks More Communication With U.S. on Overseas IPOs
  Yahoo/Bloomberg
• Market jitters only underscore China’s importance to global economy
  FT
• ‘The global supply chain wasn’t built for this’: freight delays hammer US
  FT

Saturday, July 31, 2021

General

• U.S. Senate works on the weekend on $1 trillion infrastructure bill
  Reuters
• Producers Caught Flat-Footed as U.S. Consumer Demand Runs Hot
  Yahoo/Bloomberg
• Brainard Says Jobs Market Has Ways to Go to Meet Fed Taper Test
  Yahoo/Bloomberg
• China's factory activity expands at a slower pace in July- official PMI
  Reuters
• China will maintain prudent, flexible monetary policy in second-half - central bank
  Reuters
• Cases Rise in China and Germany; Brisbane Lockdown: Virus Update
  Yahoo/Bloomberg
• Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World
  Yahoo/Bloomberg
• California drought: Dozens of communities are at risk of running out of water
  MSN
• Investors rethink China strategy after regulatory shocks
  FT
• Pimco’s Ivascyn warns of inflationary pressure from rising rents
  FT
• Inflation here to stay, Russia’s central bank governor warns
  FT