Daily News Links

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Saturday, November 28, 2020

General

• With no action by Washington, states race to offer virus aid
  AP
• Los Angeles issues stay-home order as coronavirus cases surge out of control
  CNBC
• The US could face an 'apocalypse’ by Christmas as COVID-19 cases surge: Dr.
  Yahoo
• Killing of suspected Iranian nuclear mastermind risks confrontation as Trump exits
  Reuters
• Iran's supreme leader promises retaliation for killing of nuclear scientist
  Reuters
• U.S. aircraft carrier deploys to Gulf, Navy says unrelated to 'specific threats'
  Reuters
• Pausing Loan Payments During Coronavirus Is Producing Uneven Results
  WSJ

Friday, November 27, 2020

Afternoon

• Wall St. gains, Nasdaq hits record high as holiday shopping begins
  Reuters
• Suspected Iranian nuclear mastermind Fakhrizadeh assassinated near Tehran
  Reuters
• Iran Blames Israel, U.S. for Killing Top Nuclear Scientist
  Yahoo/Bloomberg
• Factbox: Who is the Iranian scientist killed in Tehran?
  Reuters
• NYC Cases Swell; Italy and Ireland to Ease Curbs: Virus Update
  Yahoo/Bloomberg
• Mnuchin asks Republican senators to trust in future Treasury, Fed actions
  Reuters
• After Holiday in the Dark, Los Angeles-Area Outage Expands
  Yahoo/Bloomberg

General

• Stocks edge higher after Thanksgiving holiday
  Reuters
• Caution Sets in for Stock Market; Treasuries Climb: Markets Wrap
  Yahoo/Bloomberg
• Dollar edges down, set for weekly loss; kiwi having best month since 2013
  Reuters
• Oil Rally Stalls Amid OPEC+ Tensions Over Production Plans
  Yahoo/Bloomberg
• Coronavirus live updates: AstraZeneca CEO touts a new vaccine trial in response to doubts raised in U.S.
  CNBC
• Wall St Week Ahead-COVID-19 vaccine adoption rates are "wildcard" for U.S. stock rally
  Reuters
• For Big Tech, Biden brings a new era but no ease in scrutiny
  AP
• Euro-Area Economic Confidence Slumps Amid New Virus Restrictions
  Yahoo/Bloomberg
• India Enters Recession as Virus Pummels No. 3 Asian Economy
  Yahoo/Bloomberg
• Brazil's unemployment rate rises to record high 14.6% in quarter through September
  Reuters
• China Targets Australian Wine in Latest Trade Retaliation
  Reuters
• India’s Write-Off of Ailing Bank’s Debt to Sting Small Lenders
  Yahoo/Bloomberg
• Analysis: Covert Israeli-Saudi meeting sends Biden a strong message on Iran
  Reuters
• Covid-19 Pushes Rural Hospitals to Their Limits
  WSJ
• How Property Booms Eat Our Economic Future
  WSJ
• The Stock Market and Derivatives Are Sending Different Signals
  WSJ
• The risks in the power of stock market indices
  FT

Thursday, November 26, 2020

General

• Stock Rally Pauses as European Cyclicals Retreat: Markets Wrap
  Yahoo/Bloomberg
• World shares hold close to record highs; U.S. markets close for Thanksgiving
  Reuters
• Bitcoin Plunges Along With Other Coins
  Yahoo/Bloomberg
• America celebrates scaled-back Thanksgiving as COVID-19 surges
  Reuters
• Disney increases planned layoffs to 32,000 as virus hits theme parks
  Reuters
• U.K. to End Lockdown; Merkel’s Skiing Warning: Virus Update
  Yahoo/Bloomberg
• Near Crisis, Some Hospitals Face Tough Decisions In Caring For Floods Of Patients
  NPR
• China Looks Set to Miss U.S. Trade Deal Target, Latest Data Show
  Yahoo/Bloomberg
• ECB’s Lane Sounds Alarm on Worrying Financing Conditions
  Yahoo/Bloomberg
• China’s Fintech Giants Scramble to Rethink IPOs, Raise Cash
  Yahoo/Bloomberg
• Three Billion People Live in Farming Areas With Water Shortages
  Yahoo/Bloomberg
• Crypto Boom Shaken as Bitcoin Plunges Along With Other Coins
  Bloomberg
• The Dollar Is Weak. Investors Bet It Will Slide Even More.
  WSJ
• Japan’s Stock-Playing Central Bank Racks Up $56 Billion Gain
  WSJ
• The worrying precedent in China’s quarrel with Australi
  FT

Wednesday, November 25, 2020

Evening

• U.S. Stocks Slip From Records After Data Deluge: Markets Wrap
  Yahoo/Bloomberg
• Oil rallies past eight-month high on U.S. crude inventory draw, vaccine hopes
  Reuters
• Picture of US economy is worrisome as virus inflicts damage
  AP
• Jobless aid for nearly 14 million Americans to expire the day after Christmas
  Reuters
• Fed Discussed Updating Bond-Purchase Guidance ‘Fairly Soon’
  Yahoo/Bloomberg
• Fed policymakers may give new bond-buying guidance 'fairly soon': minutes
  Reuters
• A Sleepy Day in 2020 Stocks Would’ve Ranked Among 2019’s Busiest
  Yahoo/Bloomberg
• NFL Raiders Muni-Financed Stadium Debt Shows Sign of Strain
  Yahoo/Bloomberg
• The Stock Market Keeps Rising, but Millennials Aren’t Reaping the Benefits
  WSJ

Afternoon

• S&P 500, Dow dip from record highs as labor market recovery slows
  Reuters
• Back-to-Work Rotation in Stocks Falters on Data: Markets Wrap
  Yahoo/Bloomberg
• Slowing U.S. labor market, rising COVID-19 cases cast cloud over economic recovery
  Reuters
• U.S. hits highest death toll since May with hospitals already full
  Reuters
• Coronavirus live updates: Hospitalization surge in Midwest; Thanksgiving set to accelerate spread in U.S.
  CNBC
• New York Gov. Cuomo says ‘states are broke’ and need federal funding to distribute Covid vaccine
  CNBC

General

• Global stocks edge lower after Dow crests 30,000
  AP
• Dollar under pressure as risk appetite stages a comeback
  Reuters
• Stocks on Track for Record Month; Treasuries Dip: Markets Wrap
  Yahoo/Bloomberg
• Scoop: Israeli military prepares for possibility Trump will strike Iran
  Axios
• Advanced U.S. trade deficit in goods widens to $80.3 billion in October
  MarketWatch
• Weekly jobless claims higher than expected as labor market takes hit from rising coronavirus cases
  CNBC
• U.S. core capital goods orders beat expectations in October
  CNBC
• Another record low mortgage rate just caused demand to jump for both refinances and home purchases
  CNBC
• Coronavirus live updates: UPS readies dry ice to prepare for vaccine deliveries; FDA clears new antibody test
  CNBC
• US sets record for Covid-19 hospitalizations amid fall surge
  CNN
• World agonises over new COVID curbs as infections approach 60 million
  Reuters
• Restaurant workers out of work again as virus surges anew
  AP
• Wall Street Dealers in Hedging Frenzy Get Blamed for Volatility
  Yahoo/Bloomberg
• ECB Warns European Banks May Need More Bad-Loan Provisions
  Yahoo/Bloomberg
• U.S. Goods-Trade Gap Widens as Imports Rise to Highest in a Year
  Bloomberg
• Politics Isn’t Janet Yellen’s Forte, but It’s What She’s In for Now
  WSJ
• China weighs legal steps against 'diehard' supporters of Taiwan independence
  Reuters
• New Zealand reimposes lending curbs over housing bubble fears
  FT
• Departing ECB hawk draws red lines for fresh policy stimulus measures
  FT

Tuesday, November 24, 2020

Evening

• Stock Rally to Build in Asia After U.S. Records: Markets Wrap
  Yahoo/Bloomberg
• Oil up, stocks rally to records as U.S. political uncertainty ebbs
  Reuters
• Treasuries - Longer-term yields climb as investors embrace risk
  Reuters
• Long lines form at food banks across country ahead of Thanksgiving
  The Hill
• Mnuchin Plans to Put $455 Billion Beyond Yellen’s Easy Reach
  Yahoo/Bloomberg
• California May Face Thanksgiving Power Outages to Prevent Fires
  Yahoo/Bloomberg
• Buyout Titans Fire Up LBO Machine With $1.6 Trillion to Spend
  Yahoo/Bloomberg
• Analysis: Brazil faces $112 billion refinancing cliff in early 2021
  Reuters
• Yellen Would Assume Vast Policy Portfolio as Treasury Secretary
  NYT

Afternoon

• Risk assets rally to records as U.S. political uncertainty ebbs
  Reuters
• Dow hits 30,000 on vaccine progress, Biden transition
  Reuters
• Awaiting Yellen at Treasury: Yet another daunting crisis
  AP
• U.S. consumer confidence slips; house prices surge
  Reuters
• Williams, Bullard Say Fed’s Bond-Buying Program Is Working Well
  Yahoo/Bloomberg

General

• Stocks rise as Biden transition, vaccine progress lift confidence
  Reuters
• Cyclicals Lead Global Stocks Higher; Dollar Drops: Markets Wrap
  Yahoo/Bloomberg
• Oil hits highest since March collapse on vaccine, Biden transition
  Reuters
• Home prices see biggest spike in 6 years in September, according to S&P Case Shiller
  CNBC
• ‘We’re drowning’: COVID cases flood hospitals in America’s heartland
  Reuters
• Thanksgiving could be make-or-break in US virus response
  AP
• Coronavirus live updates: U.S. average daily deaths top 1,500 as cases show the earliest signs of improvement
  CNBC
• Analysis: China's bond defaults show Beijing's war on debt is back
  Reuters
• China Credit Stress Shines Spotlight on Private Stock Deals
  Yahoo/Bloomberg
• These AAA-Rated Bonds Are Tumbling as China Default Fears Spread
  Yahoo/Bloomberg
• Credit Suisse Woes Deepen With $450 Million York Hedge Fund Hit
  Yahoo/Bloomberg
• German economy grew by 8.5% in third quarter, but recession fears grow
  Reuters
• Rally 2.0 On for Emerging Markets as Stocks Add $8 Trillion
  Yahoo/Bloomberg
• Carson Block’s ‘Insane Alpha’ Disappears in Bad Year for Shorts
  Yahoo/Bloomberg
• China's Manila mission says 'dangerous' U.S. creating chaos in Asia
  Reuters
• ‘Close to 1,000’ Cleveland Clinic caregivers infected with Covid-19, says hospital official
  CNBC
• World Economy Risks Buckling Into 2021 Despite Vaccine Nearing
  Yahoo/Bloomberg
• Yellen Will Confront a Cooling Economic Recovery, Uncertain Stimulus Prospects
  WSJ
• Hospitals Prepare for the New Covid Wave
  WSJ
• How the 2020 Election Deepened America’s White-Collar/Blue-Collar Split
  WSJ
• Yellen prepares for second act at pinnacle of economic policymaking
  FT
• China’s renminbi on course for record six-month run
  FT

Evening

• U.S. Futures Gain on Formal Biden Power Transition: Markets Wrap
  Yahoo/Bloomberg
• Biden to choose ex-Fed chair Yellen as first woman Treasury secretary, allies say
  Reuters
• U.S. Stocks Rise on Reopening Rotation; Gold Drops: Markets Wrap
  Yahoo/Bloomberg
• U.S. General Services Administration allows Biden transition funds to begin
  Reuters
• Coronavirus live updates: Health-care workers under pressure with surge in U.S. cases; air travel picking up
  CNBC
• Millions of Americans Expect to Lose Their Homes as Covid Rages
  Yahoo/Bloomberg
• SEC Pressures China Firms’ Listings, Warning of Accounting Risks
  Yahoo/Bloomberg
• Fed's Evans sees no rate hikes until late 2023, maybe 2024
  Reuters
• U.S.’s Oil-Crash Report Offers Few Answers for Wild Trading Day
  Yahoo/Bloomberg
• Jamie Dinan’s York Capital Management to Largely Wind Down Hedge Fund Operations
  WSJ
• String of defaults tests safety net for Chinese bonds
  FT

Monday, November 23, 2020

Afternoon

• U.S. Stocks Rise on Reopening Rotation; Gold Drops: Markets Wrap
  Yahoo/Bloomberg
• Oil Hits 12-Week High With Vaccine Hopes Bolstering Demand View
  Yahoo/Bloomberg
• Biden chooses former Fed Chair Janet Yellen to be Treasury secretary
  CNBC
• U.S. manufacturing, services activity expanding rapidly in November: IHS Markit
  Reuters
• Millions stick to Thanksgiving travel plans despite warnings
  AP
• Meatpacking Link Is Found in Up to 8% of Early U.S. Covid Cases
  Yahoo/Bloomberg

General

• U.S. Futures Rise on Vaccine Hopes; Dollar Weakens: Markets Wrap
  Yahoo/Bloomberg
• Vaccine progress lift stocks, dollar still sickly
  Reuters
• Dollar Falls to 2018 Lows as Vaccine Progress Fuels Risk Demand
  Reuters
• Oil prices extend gains on COVID vaccine hopes
  Reuters
• Analysis: With end of crisis programs, Fed faces tricky post-pandemic transition
  Reuters
• China says it will respond to U.S. admiral visit to Taiwan
  Reuters
• Coronavirus live updates: Airline passengers hit 8-month high as U.S. continues to notch case records
  CNBC
• JPMorgan Sees Possible $300 Billion Rebalancing Flow From Stocks
  Yahoo/Bloomberg
• SPAC listings hit a record high in 2020 — but what are these ‘shell companies’?
  CNBC
• Italy's Bank Troubles Are Back to Haunt It
  Yahoo/Bloomberg
• Europe’s Corporate Debt Binge Risks Years of Pandemic Pain
  Yahoo/Bloomberg
• Euro zone corporate vulnerability at levels seen in debt crisis: ECB
  Reuters
• 'We've got your back' - Trump advisor vows U.S. support in South China Sea
  Reuters
• Why China’s Debt Defaults Are More Alarming This Time
  Bloomberg
• White House Weighs New Action Against Beijing
  WSJ
• China Vows to Investigate Bond-Market Misconduct
  WSJ
• Chinese State-Owned Bank Stops Digital Bond Sale That Was Drawing Scrutiny
  WSJ
• Beijing warns of crackdown on misconduct after bond defaults
  FT
• Lessons from Japan: coping with low rates and inflation after the pandemic
  FT
• Financial conditions loosen to levels hit before Covid roiled markets
  FT

Sunday, November 22, 2020

Evening

• Dow futures fall slightly to kick off week amid rising coronavirus cases
  CNBC
• Stocks Poised for Muted Start; Pound Ticks Up: Markets Wrap
  Yahoo/Bloomberg
• Dollar pinned near major support as vaccine progress weighs
  Reuters
• First Americans could get COVID-19 vaccine by mid-December, top health official says
  Reuters
• ECB emergency bond purchases to last while disruptions persist: Lane
  Reuters
• Covid Upends a Rural Hospital, Where Staff Know All the Patients
  WSJ
• Xi’s aim to double China’s economy is a fantasy
  FT

General

• Nearly a quarter of all the coronavirus cases in the US were reported in November
  CNN
• Busy Week for U.S. Economy Builds to Black Friday: Eco Week
  Yahoo/Bloomberg
• ‘Big War’ in Bonds Escalates as Treasury Rift Puts Fed in Play
  Yahoo/Bloomberg
• Chaos in Factor Land Puts Quants on Hunt for Accidental Exposure
  Yahoo/Bloomberg
• G20 leaders seek to help poorest nations in post-COVID world
  Reuters
• Germany eyes $190 billion in new debt in 2021, sources say
  Reuters
• Taiwan says unnamed U.S. official is visiting, cannot give details
  Reuters
• China Evergrande Gets $4.6 Billion Lifeline from State Firms
  Bloomberg
• Battered Active Managers See Salvation in Churning Stock Market
  Bloomberg
• Bank Stocks Already Had a Wild 2020. Then November Got Even Crazier.
  WSJ