Daily News Links

8397 posts

Friday, October 2, 2020

General

• President Donald Trump tweets he and first lady Melania Trump test positive for Covid-19
  CNN
• Dow drops more than 300 points after President Trump tests positive for coronavirus
  CNBC
• Oil drops 4% after Trump's positive coronavirus test
  Reuters
• U.S. jobs rose by 661,000 in September, vs. 800,000 estimate
  CNBC
• US hiring slows for 3rd month but jobless rate falls to 7.9%
  AP
• Coronavirus live updates: Trump joins a short list of world leaders to become infected; VP and second lady negative
  CNBC
• Trump's positive COVID test throws markets pre-election curveball
  Reuters
• Trump's positive Covid-19 test throws country into fresh upheaval
  CNN
• Trump coronavirus diagnosis leaves lawmakers exposed
  Politico
• How Mike Pence could temporarily assume control if Trump becomes incapacitated
  Reuters
• Factbox: Reactions to Donald Trump testing positive for coronavirus
  Reuters
• Manhattan apartment sales tumble 46%, leaving 10,000 unsold apartments
  CNBC
• Trump’s Covid-19 Diagnosis Reshapes Election a Month From Vote
  Bloomberg
• Traders Warn of Market Volatility as Trump Tests Positive
  Bloomberg
• New York Downgraded as Moody’s Warns of Long Return to Normal
  Bloomberg
• New Layoffs Add to Worries Over U.S. Economic Slowdown
  NYT
• After Record U.S. Corporate-Bond Sales, Slowdown Expected
  WSJ
• Shale Companies Had Lousy Returns. Their CEOs Got Paid Anyway.
  WSJ

Evening

• Stock futures fall as House passes stimulus bill, but questions remain
  CNBC
• Asian markets face mixed open as U.S. stimulus deal remains elusive
  Reuters
• Top White House official tests positive for coronavirus
  AP
• End of third quarter shows bright spots, holes in U.S. economic recovery
  Reuters
• Options investor makes big bets on Nasdaq's popular 'FANG' stocks
  Reuters

Thursday, October 1, 2020

Afternoon

• Wall Street ends choppy session higher as stimulus hopes ebb and flow
  Reuters
• Deal elusive as Pelosi, Mnuchin discuss fresh round of U.S. COVID-19 aid
  Reuters
• U.S. oil producers on pace for most bankruptcies since last oil downturn
  Reuters
• U.S. blue states build debt stockpiles as virus aid is stymied
  Reuters
• San Francisco rents plunge, showing strain from pandemic and wildfires
  CNBC
• Manhattan Office Space Floods Market in Biggest Jump Since 2008
  Bloomberg
• The Yuan Just Had Its Best Quarter in 12 Years
  Bloomberg
• The U.S. Economy Was Laden With Debt Before Covid. That’s Bad News for a Recovery.
  WSJ
• Tett: Investors grapple with bizarre US election cycle
  FT
• New York could lose 159,000 restaurant jobs due to pandemic
  FT
• IMF calls for urgent action to prevent debt crisis in emerging economies
  FT

General

• Stocks Climb on Stimulus Hopes: Markets Wrap
  Yahoo/Bloomberg
• Global shares extend gains on U.S. stimulus, upbeat data
  Reuters
• Dollar gives ground as hopes of US stimulus leads traders to riskier currencies
  Reuters
• White House stimulus proposal goes over $1.5 trillion with $20 billion for airlines
  Reuters
• U.S. weekly jobless claims total 837,000, vs 850,000 estimate
  CNBC
• Mnuchin reports movement on COVID-19 relief; House delays vote
  Reuters
• U.S. planned job cuts increase in September: report
  Reuters
• Coronavirus live updates: Vaccine trial participants report intense side effects
  CNBC
• Big U.S. banks to report profit plunge as pandemic recession takes hold
  Reuters
• Blistering IPO Market Is Rekindling Dot-Com Era Froth Fears
  Yahoo/Bloomberg
• Outflows point to 'risk-off' brewing in emerging markets -IIF
  Reuters
• Unemployment marches higher in Europe as pandemic grinds on
  AP
• As the Election Looms, Investors See Uncertainty. They Don’t Like It.
  NYT
• U.S. Consumer Spending Rose in August, but Incomes Pose Hurdle for Economic Recovery
  WSJ
• West Coast Wildfires Devastate Heart of California’s Wine Industry
  WSJ
• China’s sabre-rattling over Taiwan rises as US tensions grow
  FT

Wednesday, September 30, 2020

Afternoon

• Wall Street jumps on stimulus hopes, upbeat data
  Reuters
• Mnuchin says he is ‘hopeful’ White House and Democrats can strike a coronavirus stimulus deal
  CNBC
• Pelosi, Mnuchin hope for COVID-19 relief deal as Democrats mull new bill
  Reuters
• Airlines are hours away from cutting more than 30,000 jobs without billions more in federal aid
  CNBC
• U.S. dollar share of global reserves dips in second quarter
  Reuters
• Pompeo delivers warning to Italy over China's economic influence, 5G
  Reuters

General

• Global stocks pull back as acrimonious U.S. debate stokes caution
  Reuters
• Oil extends losses as rising virus cases spur demand worries
  Reuters
• Dollar holds line after Trump, Biden clash in first debate
  Reuters
• Chaotic U.S. election debate fuel investors' fears of contested result
  Reuters
• U.S. private payrolls increase more than expected in September
  Reuters
• U.S. second-quarter GDP down 31.4%, vs 31.7% drop expected
  CNBC
• Mortgage demand falls nearly 5%, even as interest rates set another record low
  CNBC
• SNB Interventions Soared to $98 Billion as Virus Roiled Markets
  Yahoo/Bloomberg
• ECB to Consider Inflation Overshoot in Echo of Fed Strategy
  Yahoo/Bloomberg
• China's factory activity accelerates at solid pace in September on boost from overseas demand
  Reuters
• Italy Won’t Defuse Time Bomb at Heart of Euro Anytime Soon
  Yahoo/Bloomberg
• Azerbaijan and ethnic Armenian forces fight new clashes, international tension mounts
  Reuters
• Fed’s New Strategy Confronts Old Questions on Financial Trade-Offs
  WSJ
• How China Is Taking Over International Organizations, One Vote at a Time
  WSJ
• Dealmaking rebound drives busiest summer for M&A on record
  FT

Evening

• Presidential debate live updates: Biden and Trump get ready to square off
  CNBC
• Stock futures are flat amid positive virus treatment data, debate looms
  CNBC
• Asian markets point to mixed open as investors await U.S. presidential debate
  Reuters
• Disney to lay off 28,000 employees as coronavirus slams its theme park business
  CNBC
• Money market turmoil in March shows past reforms may be insufficient-U.S. Treasury official
  Reuters
• WTO backs EU tariffs on $4 billion U.S. goods over Boeing subsidies - sources
  Reuters
• Gold-Buying by Central Banks Seen Climbing From Near Decade Low
  Bloomberg

Tuesday, September 29, 2020

General

• Shares lose ground as U.S. presidential debate looms
  CNBC
• U.S. goods trade deficit widens in August
  Reuters
• Home prices rose 4.8% in July, according to Case-Shiller index
  CNBC
• Coronavirus live updates: Death toll exceeds 1 million people worldwide
  CNBC
• Fed's Mester says economic recovery is split into 'tale of two cities'
  Reuters
• IPO market is headed for busiest third quarter since the dot-com years — and there’s lots more to come
  MarketWatch
• Hedge Funds in Biggest Dollar Short Since 2017 Risk Squeeze
  Yahoo/Bloomberg
• China Looks to Normalize Monetary Policy as Economy Stabilizes
  Yahoo/Bloomberg
• China faces arduous task in achieving new economic growth model: advisor
  Reuters
• China Evaluates Ways to Contain Evergrande Financial Risks
  Yahoo/Bloomberg
• China’s Too-Big-to-Fail Real Estate Giant Pulls Back From Brink
  Yahoo/Bloomberg
• Tensions mount as Armenia, Azerbaijan continue fighting
  AP
• Warning Signs Are Flashing Ahead of Covid’s Second U.S. Winter
  Bloomberg
• New York Region Sees 40% Bankruptcy Surge, Braces for More
  Bloomberg
• U.S. Retail Bankruptcies, Store Closures Hit Record in First Half
  WSJ
• Gold’s Record High Gives New Life to Dollar Doomsayers
  WSJ
• Dollar Regains Appeal in Carry Trades
  WSJ
• Manhattan Offices Are Nearly Empty, Threatening New York City’s Recovery
  WSJ
• Complex Aircraft Investments Face a Reckoning
  WSJ
• Fears of disputed US election fuel market volatility bets
  FT
• Upbeat bond market at odds with banks over scale of Covid risks
  FT
• Chinese Communist party asserts greater control over private enterprise
  FT

Monday, September 28, 2020

Evening

• U.S. stock futures mostly flat after Monday’s rally
  CNBC
• Tech, bank shares drive Wall Street higher
  Reuters
• Fears grow of chaotic election
  The Hill
• Healthy US economy failed to narrow racial gaps in 2019
  AP
• Fiercest clashes since 1990s rage in Azerbaijan's ethnic Armenian enclave
  Reuters
• Hedge Funds Running Biggest Dollar Short Since 2017 Risk Squeeze
  Bloomberg
• Taiwan Bank Lending to Chinese Firms Declines Amid Uncertainty
  Bloomberg
• Chinese Communist party asserts greater control over private enterprise
  FT

General

• Banks, travel stocks lead Wall Street higher
  Reuters
• Stocks bounce as China industrial profits rise
  Reuters
• Oil Erases Losses With Dollar Falling But Uncertain Demand Looms
  Yahoo/Bloomberg
• JPMorgan Says Usual Hedges Aren’t Working as They Once Did
  Yahoo/Bloomberg
• After Deploying Almost $9 Trillion, Crisis Fighters Face New Dilemmas
  Yahoo/Bloomberg
• Emerging Markets on Edge as Goldman and Deutsche Bank Flag Risks
  Yahoo/Bloomberg
• Inside the JPMorgan Trading Desk the U.S. Called a Crime Ring
  Yahoo/Bloomberg
• China's leaders to endorse lower 2021-2025 growth target at key meeting - sources
  Reuters
• Coronavirus live updates: Positivity rate tops 25% in some Midwest states; small businesses create succession plans
  CNBC
• Merkel says German coronavirus infections could hit 19,200 a day: source
  Reuters
• Armenian, Azeri forces battle again, at least 21 reported killed
  Reuters
• China holds simultaneous military drills in four seas, again
  Reuters
• China’s Economic Recovery Leaves the Bottom 60% Behind
  Bloomberg
• No One’s Too Big to Fail in China’s Property Market
  Bloomberg
• Evergrande Tries to Stop Bond, Stock Rout From Spiraling
  Bloomberg
• Tricky times follow US corporate borrowing binge
  FT
• The new gold rush: western investors offset soft eastern demand
  FT
• Emerging economies tap debt markets but risks pile up ahead
  FT
• EU leaders fret over pandemic economic recovery deal
  FT

Sunday, September 27, 2020

Evening

• Stock futures rise in overnight trading following a 4-week losing streak
  CNBC
• Pelosi believes coronavirus stimulus deal still possible as Democrats prepare new package
  CNBC
• Value of U.S. commercial property slashed by 27%, Financial Times reports
  Reuters
• Armenia-Azerbaijan clashes kill at least 16, undermine regional stability
  Reuters
• Emerging Markets on Edge as Goldman and Deutsche Bank Flag Risks
  Bloomberg
• China’s Rebound Lost Momentum in September, Early Data Show
  Bloomberg

General

• Rise in virus cases adds to economic uncertainty ahead of U.S. election
  Reuters
• Fewer than 10% of Americans show signs of past coronavirus infection, study finds
  CNBC
• BoE's Tenreyro says evidence on negative rates is 'encouraging'
  Reuters
• China is doubling down on its territorial claims and that's causing conflict across Asia
  CNN
• Belarusian police use tear gas, stun grenades against protesters: TASS
  Reuters
• Factbox: Nagorno-Karabakh - old tensions erupt again into violence
  Reuters
• Leaders to UN: If virus doesn’t kill us, climate change will
  AP
• Investors Ramp Up Bets on Market Turmoil Around Election
  WSJ
• Chinese Companies Head Home to Raise Money, as Beijing’s Relations With U.S. Fray
  WSJ
• Concentrated power in Big Tech harms the US
  FT
• China’s Golden Week to test tourist demand after Covid-19
  FT

Saturday, September 26, 2020

General

• Wall Street Week Ahead: Trump-Biden debate could spark stock volatility
  Reuters
• Trump says U.S. election winner might not be known for months
  Reuters
• Rise in virus cases adds to economic uncertainty ahead of U.S. election
  Reuters
• Taiwan's armed forces strain in undeclared war of attrition with China
  Reuters
• U.S. Sets Export Controls on China’s Top Chip Maker
  WSJ
• Inflation Is Already Here—For the Stuff You Actually Want to Buy
  WSJ