Daily News Links

8606 posts

Saturday, January 2, 2021

General

• A record three million early votes cast in Georgia's U.S. Senate runoff races
  Reuters
• The legacy of 2020: Riches for the wealthy and White, financial pain for others
  CNBC
• China says it will take ‘necessary measures’ in response to NYSE delisting of telco giants
  CNBC
• China says it will take action against U.S. delisting of its telecom firms
  Reuters
• China senior diplomat says U.S. relations at 'new crossroads'
  Reuters
• UK reactivates emergency COVID-19 hospitals, closes London primary schools
  Reuters
• Iran Tells United Nations of Plans to Enrich Uranium to 20%
  Yahoo/Bloomberg
• Exploding Debt Levels Mean Stocks Can't Go ‘To the Moon’ Forever
  Bloomberg
• As Some Deficit Hawks Turn Dove, the New Politics of Debt Are on Display
  NYT
• Covid-19 Vaccine’s Slow Rollout Could Portend More Problems
  WSJ
• Hotel Owners Continue to Reel From the Pandemic
  WSJ
• China’s State Capitalism Collides With Its Technological Ambitions
  WSJ
• Europe’s Covid-19 Bond Issuance Addressed Fiscal Shortcomings
  WSJ

Friday, January 1, 2021

General

• U.S. stocks in 2020: a year for the history books
  Reuters
• Politics will be front and center as a catalyst in the first week of the new year
  CNBC
• Shutdown, impeachment, virus: Chaotic Congress winds down
  AP
• Biden's Treasury nominee Yellen discloses paid speaking gigs for financial firms
  Reuters
• NYSE to Delist Chinese Telco Giants on U.S. Executive Order
  Yahoo/Bloomberg
• U.S. airline 2020 losses expected to top $35 billion in dismal Covid pandemic
  CNBC
• China December new home prices slow, private survey shows
  Reuters
• Britain Leaps Into Unknown With Split From EU at Critical Moment
  Bloomberg
• Bezos, Musk Smash Records as World’s Richest Added $1.8 Trillion
  Bloomberg
• Yellen Earned Millions in Speaking Fees After Leaving Fed, Disclosures Show
  WSJ
• Stocks Surge in Crazy Year for Financial Markets
  WSJ

Thursday, December 31, 2020

Evening

• S&P 500 Rallies to Close the Year at Record High: Markets Wrap
  Yahoo/Bloomberg
• Wall Street closes out wild pandemic year with Dow, S&P at records
  Reuters
• More weakness seen as dollar posts worst year since 2017
  Reuters
• Oil edges higher, but posts 20% annual drop in tumultuous 2020
  Reuters
• Covid live updates: Hospital worker spoils 500 vaccine doses on purpose, airlines ban 1,400 mask-rule breakers
  CNBC
• SPACtacular: Blank-check firms hit the jackpot in 2020
  Reuters
• Iran's foreign minister says Trump trying to fabricate pretext to attack Iran
  Reuters
• N.Y. and California End Year Shattering Records: Virus Update
  Bloomberg

General

• Stocks Steady Near All-Time Highs; Dollar Dips: Markets Wrap
  Yahoo/Bloomberg
• Gold Heads for Best Year in a Decade With Dollar on the Ropes
  Yahoo/Bloomberg
• Dollar sucked into downward spiral by U.S. twin deficits
  Reuters
• U.S. Jobless Claims Post Surprise Drop Though Virus Risk Remains
  Yahoo/Bloomberg
• COVID-19 shook, rattled and rolled the global economy in 2020
  Reuters
• Covid live updates: U.S. Covid hospitalizations surpass 125,000 for the first time
  CNBC
• Fauci sees U.S. gaining control over pandemic by next autumn
  Reuters
• Local funding crisis threatens U.S. vaccine rollout
  Reuters
• Homebuyers in U.S. Face Worst Affordability Squeeze in 12 Years
  Yahoo/Bloomberg
• Cyber attack on U.S. government may have started earlier than initially thought - U.S. senator
  Reuters
• Day Traders Put Stamp on Market With Unprecedented Stock Frenzy
  Yahoo/Bloomberg
• Sizzling U.S. Stock Markets Await Next Leg of Record IPO Run
  Yahoo/Bloomberg
• Private Equity Turns to $3 Trillion in Untapped Value for Loans
  Yahoo/Bloomberg
• Tesla Short Sellers Lost $38 Billion in 2020 as Stock Surged
  Yahoo/Bloomberg
• China Caps Bank Loans to Real Estate to Curb Systematic Risk
  Yahoo/Bloomberg
• China’s Strong Recovery Shows Signs of Peaking as PMIs Ease
  Yahoo/Bloomberg
• China's factory recovery moderates as higher costs slow business
  Reuters
• China's services activity growth slows in December - official PMI
  Reuters
• China Averts Cash Squeeze That Was Wreaking Havoc on Bonds
  Yahoo/Bloomberg
• U.S. warships transit Taiwan Strait, China denounces 'provocation'
  Reuters
• Sluggish Vaccine Campaign Raises Specter of U.S. Dysfunction
  Bloomberg
• From Tech to Tesla, Stocks Get $14 Trillion Boost in Covid Year
  Bloomberg
• German Automakers Are Charged Up and Ready to Take on Tesla
  NYT
• Lessons From a Crazy Year in Financial Markets
  WSJ
• Central bankers to retail punters: who shaped markets in 2020
  FT
• M&A rebounds sharply to hit $3.6tn in 2020
  FT
• Corporate debt sales to shrivel in 2021 after record boom
  FT

Wednesday, December 30, 2020

Evening

• U.S. Stocks Climb, Led by Small Caps; Dollar Falls: Markets Wrap
  Yahoo/Bloomberg
• Wall Street ends up on recovery expectation
  Reuters
• Dollar plumbs more than two-year lows as more stimulus in view
  Reuters
• McConnell rules out $2,000 checks as Republican tensions with Trump rise
  Reuters
• CDC says new Covid strain in U.S. could further stress ‘already heavily burdened’ hospitals
  CNBC
• California has identified first case of new Covid strain identified in UK, Newsom says
  CNBC
• Covid live updates: ‘Gilligan’s Island’ star Dawn Wells dies at 82 from Covid complications
  CNBC
• S&P dividend payments to investors hit record in 2020 despite virus hit
  Reuters
• UK faces ‘dangerous situation’ as new Covid cases surge
  FT

Afternoon

• U.S. Stocks Climb, Led by Small Caps; Dollar Falls: Markets Wrap
  Yahoo/Bloomberg
• Wall Street rises on hopes of vaccine-fueled recovery
  Reuters
• Treasuries - Thin volume, stimulus expectations leave yields flat
  Reuters
• U.S. Congress inches closer to Trump veto override as Republican tensions grow
  Reuters
• U.S. pending home sales fall again in November
  Reuters
• Trump blames states as he faces criticism for slow Covid vaccine rollout
  CNBC
• U.S. Posts Record Goods-Trade Gap Ahead of Holiday Season
  Bloomberg
• California Governor Proposes $2 Billion Plan to Reopen Schools
  Bloomberg
• Munis Set for Seventh Straight Year of Gains Amid Record Supply
  Bloomberg

General

• U.S. Stocks Rebound, Dollar Weakens: Markets Wrap
  Yahoo/Bloomberg
• Stocks rise into year-end on 2021 recovery hopes
  Reuters
• Dollar slumps as bears shrug off U.S. stimulus delay
  Reuters
• Drive for $2,000 Checks Bogs Down Senate Despite Trump Push
  Yahoo/Bloomberg
• Covid live updates: U.S. needs to vaccinate 3 million people a day to hit vaccination goal, expert says
  CNBC
• California coronavirus lockdowns extended as hospitals teeter on brink of crisis
  Reuters
• Fed’s Policymaking Panel Tilts Even More Dovish in 2021 Rotation
  Yahoo/Bloomberg
• IPOs paid out big for U.S. investors in 2020
  Reuters
• China’s Central Bank Reiterates It Will Avoid Sharp Policy Exit
  Yahoo/Bloomberg
• Tokyo governor warns of possible 'explosion' in COVID-19 cases
  Reuters
• Human-Run Hedge Funds Trounce Quants in Covid Year
  Yahoo/Bloomberg
• U.S. Vaccinations at 200,000 a Day Run Far Short of ‘Warp Speed’
  Bloomberg
• China clamps down in hidden hunt for coronavirus origins
  AP
• Record IPO Surge Set to Roll On In 2021
  WSJ
• Banks Pile Into Government Debt, Setting Up ‘Doom Loop’ Sequel in Europe
  WSJ
• China’s Top Credit Rater Barred From New Business for Three Months
  WSJ
• ‘Just not functioning’: quotes from a tumultuous year in markets
  FT
• China plots ‘rectification’ drive to bring Jack Ma’s Ant Group to heel
  FT

Tuesday, December 29, 2020

Evening

• Wall St dips from record levels, additional stimulus uncertain
  Reuters
• Dollar pares losses as Senate's McConnell vague on further stimulus
  Reuters
• McConnell Rebuffs Trump, Democrats by Blocking $2,000 Checks
  Yahoo/Bloomberg
• Defying Trump, McConnell delays vote on $2,000 checks and opposes defense veto
  Reuters
• Covid live updates: Colorado confirms new virus strain in U.S. as McConnell loads up stimulus boost bill
  CNBC
• California extends stay-at-home order for two regions of the state as ICU capacity remains tight
  CNBC
• Covid Variant in U.S.; Biden to Speed Vaccinations: Virus Update
  Bloomberg

Afternoon

• Stocks Turn Lower as Hope Fades for $2,000 Checks: Markets Wrap
  Yahoo/Bloomberg
• Treasury Market’s Inflation Gauge Nears 2%, Highest Since 2018
  Yahoo/Bloomberg
• Senate GOP blocks Democratic push for Trump’s $2K checks
  AP
• Senate to address defense veto, stimulus checks this week - McConnell
  Reuters
• Fed extends Main Street loan program as last-minute applications surge
  Reuters
• Covid live updates: Kamala Harris gets vaccinated; EU to buy another 100 million Pfizer vaccine doses
  CNBC
• EU and Chinese Leaders Set to Give Blessing to Investment Accord
  Yahoo/Bloomberg

General

• Global stocks, oil lead risk rally on U.S. stimulus hopes
  Reuters
• U.S. and Global Stocks Ride the Stimulus Wave: Markets Wrap
  Yahoo/Bloomberg
• Gold Climbs After House Backs Trump’s Call for $2,000 Checks
  Yahoo/Bloomberg
• Dollar languishes amid pandemic aid optimism, pound meanders
  Reuters
• Battle over $2,000 COVID-19 aid checks shifts to U.S. Senate
  Reuters
• Senate GOP Has Stimulus Dilemma as Democrats Side With Trump
  Yahoo/Bloomberg
• U.S. home prices rise at fastest pace in more than 6 years
  CNBC
• The Spectacular Rise Of SPACs: The Backwards IPO That's Taking Over Wall Street
  NPR
• Bearish Dollar Bets Near Decade High as 2020 Draws to an End
  Yahoo/Bloomberg
• Covid live updates: U.S. could be missing the new Covid variant due to testing constraints
  CNBC
• L.A. County issues most dire coronavirus warnings yet: Hospitals in crisis as death toll surges toward 10,000
  Yahoo/LA Times
• Analysis: Thumbs up for emerging markets' QE experiment but risks loom
  Reuters
• Retail’s Boom-and-Bust 2020, in 10 Charts
  Bloomberg
• How the 2020 QE Boom Might Trip Up Central Bankers
  WSJ
• Pandemic Reshapes U.S. Employment, Speeding Changes Across Industries
  WSJ
• U.S. Home-Price Growth Accelerated in October
  WSJ
• Corporate America experiences ‘K-shaped’ recovery
  FT
• China grapples with stagnant inflation as consumers remain cautious
  FT
• Global banks scoop up record $125bn fee haul in 2020
  FT

Evening

• Asia Stocks Higher on U.S. Aid; Treasuries Retreat: Markets Wrap
  Yahoo/Bloomberg
• Wall Street climbs to record as fiscal aid bill signed
  Reuters
• U.S. House votes to override Trump veto of key defense bill
  Reuters
• U.S. House approves $2,000 coronavirus aid checks sought by Trump
  Reuters
• Covid live updates: House fast-tracks passage of larger stimulus checks; TSA screens record passengers
  CNBC
• 2020 Has Been the Year of SPAC IPOs: Here Are the Prominent 4
  Yahoo Finance
• Chinese Retailers See Rise in Loan Rejections, Beige Book Says
  Yahoo/Bloomberg

Monday, December 28, 2020

Afternoon

• U.S. stocks touch record highs, Treasury yields rise on stimulus, Brexit
  Reuters
• After Trump backs down on stimulus bill, lawmakers set to vote on higher relief checks
  Reuters
• Covid live updates: Hot weather hampers emerging markets’ vaccine distribution; TSA screens record passengers
  CNBC
• Britain reports record daily number of new coronavirus cases, topping 40,000
  Reuters
• Coronavirus variant from South Africa found in Japan
  Reuters
• Climate Change Led to Record Insurance Payouts in 2020
  Bloomberg
• Pushback on Xi’s Vision for China Spreads Beyond U.S.
  WSJ

General

• Stocks Climb; Treasuries Retreat: Markets Wrap
  Yahoo/Bloomberg
• Gold Set for Best Close in Seven Weeks as Trump Signs Stimulus
  Yahoo/Bloomberg
• Alibaba Antitrust Fears Drive $200 Billion Chinese Tech Selloff
  Yahoo/Bloomberg
• Trump signs massive measure funding government, COVID relief
  AP
• Georgia Senate Races Near Finish With Trump a Central Player
  Yahoo/Bloomberg
• Covid live updates: Trump continues push for $2,000 stimulus checks after signing relief bill
  CNBC
• Fauci: Mutant coronavirus strain must be taken 'very seriously'
  The Hill
• Fed policy in 2021: Three things to watch
  Yahoo Finance
• A divided nation asks: What’s holding our country together?
  AP
• U.S. embassy urges China to release 12 Hong Kong fugitives
  Reuters
• U.S. bolsters support for Taiwan and Tibet, angering China
  Reuters
• Top U.S. Health Officials Warn of Post-Holiday Coronavirus Surge
  Bloomberg
• The Winning Credit Trades That Made Debt Investors Rich in 2020
  Bloomberg
• As Bills Pile Up, Many Anxiously Keep Tabs on the Stimulus Bill
  NYT
• Covid-19 Upended Americans’ Finances, Just Not in the Ways We Expected
  WSJ
• Globalization in Retreat
  WSJ
• China’s Empire of Concrete
  WSJ
• Markets shock in 2020 gives way to IPO boom
  FT

Sunday, December 27, 2020

Evening

• U.S. Equity Futures Climb; Dollar Edges Lower: Markets Wrap
  Yahoo/Bloomberg
• Global shares edge up on news Trump signs aid bill
  Reuters
• China lifts yuan midpoint to strongest level in 30 months
  Reuters
• Trump signs pandemic aid and spending bill, averting government shutdown
  Reuters
• U.S. government heads toward chaotic end to 2020 as Trump fights Congress
  Reuters
• Factbox-What happens if the U.S. government runs out of money on Monday?
  Reuters
• Chinese banks to feel fund-raising pain as investors fear bad loans
  Reuters

General

• U.S. jobless benefit cut-off pushes millions to financial cliff-edge
  Reuters
• California now has the worst COVID-19 spread in US
  SFGate
• Bond Traders Close Out Chaotic Year With Key 1% Level in Sight
  Yahoo/Bloomberg
• Volatility Market Braced for ‘Too Close to Call’ Georgia Runoffs
  Yahoo/Bloomberg
• Brexit Deal Hands Business a Mix of Relief, Unwanted Change
  Yahoo/Bloomberg
• Market Edges Toward Euphoria, Despite Pandemic’s Toll
  NYT
• Covid-19 Aid Bill Remains Uncertain as Trump Calls for Larger Payments
  WSJ
• Municipal Bonds Aren’t Out of Peril
  WSJ
• Investors Double Down on Stocks, Pushing Margin Debt to Record
  WSJ
• Bond Boom Comes to America’s Colleges and Universities
  WSJ
• Housing Boom Brings a Shortage of Land to Build New Homes
  WSJ
• 2020 Was One of the Worst-Ever Years for Oil Write-Downs
  WSJ
• Chinese Stocks Have Banner Year, Gaining Nearly $5 Trillion
  WSJ
• What can go wrong? Investors’ views on the big risks to markets in 2021
  FT