Daily News Links

8396 posts

Thursday, February 20, 2020

General

• Dow falls 150 points, S&P 500 and Nasdaq pull back from record highs
  CNBC
• Dollar tramples yen and everything else in its path
  Reuters
• Yen's safe-haven status under siege as Japan's economy sputters
  Reuters
• Coronavirus live updates: US hospitals prepare for possible pandemic, Air France tallies ‘brutal’ impact from outbreak
  CNBC
• China Jan new bank loans hit record, more policy support seen
  Reuters
• South Korean city on high alert as coronavirus cases soar at 'cult' church
  UK Guardian
• China cuts benchmark lending rate to prop up virus-hit economy
  Reuters
• Morgan Stanley to buy E-Trade for $13 billion in latest deal for online brokerage industry
  CNBC
• Fed Vice Chair Clarida throws cold water on traders pricing in a rate cut
  CNBC
• Manufacturers entangled in logistical nightmare as virus-hit China limps back to work
  Reuters
• China’s Credit Surged in January Before Virus Froze Economy
  Bloomberg
• Emerging-Market Businesses Binge on U.S. Dollar Bonds
  Bloomberg
• Euro Is Swept Up in Global Funding Frenzy and Set for More Pain
  Bloomberg
• South Korea Posts Surge in Coronavirus Cases Tied to Church
  Bloomberg
• China’s Neighbors at Risk as Deadly Virus Continues to Spread
  Bloomberg
• Energy Companies Face Looming Debt Burden
  WSJ
• Coronavirus puts stocks at ‘high’ risk of correction, Goldman warns
  FT
• Debt markets should pay attention to Lebanese stand-off
  FT

Wednesday, February 19, 2020

Evening

• S&P 500 rises to an all-time high as tech shares lead, Dow gains 150 points
  CNBC
• Dollar index surges to near three-year high as yen dips on stronger risk appetite
  Reuters
• European shares hit record high on drop in new virus cases, hopes of China stimulus
  Reuters
• Fed officials feel rates are likely to stay where they are, minutes show
  CNBC
• Goldman says market underestimating coronavirus risk: ‘Correction is looking much more probable’
  CNBC
• China Nears Takeover of HNA Group as Virus Hits Business
  Bloomberg
• As Cases Mount, Japan Is Rapidly Becoming a Coronavirus Hotbed
  Bloomberg
• American Everything Rally Has Best Risk-Adjusted Gain Since ‘82
  Bloomberg
• Risky Debt is Starting to Look the Same in Junk World
  Bloomberg
• ‘I Was So Scared’: Infectious Disease Doctor’s Day on Japan’s Coronavirus Cruise Ship
  WSJ
• Turkey lowers borrowing costs again in push to reboot growth
  FT

General

• S&P 500, Nasdaq scale new highs on China stimulus hopes, drop in new virus cases
  Reuters
• Oil up on slowing pace of coronavirus, Venezuela sanctions
  Reuters
• U.S. housing starts fall; building permits near 13-year high
  Reuters
• U.S. producer prices post biggest gain in more than a year
  Reuters
• Coronavirus live updates: Virus hits small business owners, Iran says two test positive for virus
  CNBC
• Foreign inflows into U.S. Treasuries in 2019 hit largest in 7 years: data
  Reuters
• It’s never been this hard for companies to find qualified workers
  Reuters
• Japan's exports, machinery orders fall as virus risks grow
  Reuters
• Record Wall Street rally triggers boom in options
  FT
• Cost of corporate debt protection sinks to post-crisis low
  FT
• Lebanon bonds slide to record lows on "ideal" debt restructuring talk
  Reuters
• CDC warns against releasing Diamond Princess passengers in Japan
  FT
• Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes
  Bloomberg
• The Market’s Real Worry Is Lack of Worry
  WSJ
• Amid Coronavirus, the World Closes Its Doors to China: ‘I Feel So Isolated’
  WSJ
• Bankruptcy risks rise for US shale
  FT
• Chinese companies use ‘virus control’ bonds to boost balance sheets
  FT

Tuesday, February 18, 2020

Evening

• Wall Street skids after Apple's shock sales warning
  Reuters
• Gold back above $1,600/oz as Apple's virus warning lifts safety demand
  Reuters
• Coronavirus live updates: Sanofi working on vaccine with US health agency, Jaguar faces parts shortage
  CNBC
• U.S. imposes new rules on state-owned Chinese media over propaganda concerns
  Reuters
• ‘Chernobyl-like’ response by China means ‘worst is yet to come’ for coronavirus, Raymond James say
  CNBC
• Home Sales Jump With Builders Recording Best January Since Crash
  Bloomberg
• U.S. Homebuilder Sentiment Eases While Staying Near 20-Year High
  Bloomberg
• Defaults Are Rising in Sluggish New York City Hotel Market
  WSJ

General

• Apple hits stocks, euro near three-year low
  Reuters
• Apple shares slide after coronavirus guidance warning as its global suppliers are hammered
  CNBC
• Oil prices fall as market weighs coronavirus demand impact
  Reuters
• China regulator says epidemic's impact on industry 'major' in February
  Reuters
• Coronavirus live updates: Gottlieb says Japan is on ‘cusp’ of outbreak, France warns of pandemic risk
  CNBC
• Walmart earnings and outlook fall short as holiday season disappoints
  CNBC
• China races to contain job losses as coronavirus batters economy
  Reuters
• China to accept tariff exemption requests on 696 U.S. goods from March 2
  Reuters
• 20 years after dot-com peak, tech dominance keeps investors on edge
  Reuters
• German Investor Confidence Plunges Amid Coronavirus Risks
  Yahoo/Bloomberg
• How Fast Can China’s Economy Bounce Back from Virus Lockdown?
  Bloomberg
• Why China’s Debt Defaults Are Picking Up Yet Again
  Bloomberg
• The Fed’s Cure for Money Markets Complicates Betting on the Fed
  Bloomberg
• U.S. Options Traders Are So Bullish It’s Sending Warning Signals
  Bloomberg
• China Shutdown to Ripple Across India From Drugs to Electronics
  Bloomberg
• Companies Seize on Loan Demand With Near-Record Refinancing Push
  WSJ
• Coronavirus Fight Brings Its Own Kind of Pain to Small Businesses
  WSJ
• South Korea warns of economic ‘emergency’ from coronavirus
  FT
• Big drama in corporate bonds could be closer than you think
  FT

Evening

• U.S. stock futures retreat, Asia dips after Apple warns on virus impact
  Reuters
• Chinese support measures buoy world stocks
  Reuters
• Oil prices slip as coronavirus concerns linger
  Reuters
• Apple unlikely to meet revenue guidance due to coronavirus impact
  Reuters
• Coronavirus live updates: China death toll hits 1,868, as more than 450 on cruise ship test positive
  CNBC
• China Stock Recovery Nearing $1 Trillion Is Now Drawing Skeptics
  Bloomberg
• U.S. Weighs New Move to Limit China’s Access to Chip Technology
  WSJ
• China cracks down on dissent over coronavirus outbreak
  FT

Monday, February 17, 2020

General

• World shares inch up on Chinese support measures
  Reuters
• Chinese stocks up more than 2%, rest of Asia mixed as investors assess coronavirus impact
  CNBC
• Oil prices steady as coronavirus-related demand concerns weigh
  Reuters
• China's home price growth hits near two-year low as coronavirus spreads
  Reuters
• Coronavirus live updates: Diamond Princess passengers, including 14 new cases, arrive in US
  CNBC
• Russia says U.S. using weapons in space an irreversible blow to security: RIA
  Reuters
• U.S. Factories in China Are Open, But With ‘Severe’ Worker Shortage
  Bloomberg
• China Moves to Delay Parliament for First Time in Decades
  Bloomberg
• Fears of Global Coronavirus Contagion as 3,000 Cruise Passengers Go Home
  Bloomberg
• Slowed by the Coronavirus, China Inc. Struggles to Reopen
  NYT
• U.S. Weighs New Move to Limit China’s Access to Chip Technology
  WSJ
• Central banks’ influence on economies is diminishing
  FT

Evening

• Asian shares ease off three-week highs as virus fears return
  Reuters
• Japan Leads Asia Stock Declines After Slide in GDP: Markets Wrap
  Yahoo/Bloomberg
• Oil prices slip ahead of data pointers on impact of coronavirus on demand
  Reuters
• China central bank cuts one-year MLF rate by 10 basis points to support virus-hit economy
  Reuters
• Americans disembark from virus-hit cruise; China says new cases slow
  Reuters
• Coronavirus live updates: China’s Hubei province confirms another 100 deaths
  CNBC
• Japan economy shrinks 6.3% annualized in fourth quarter, biggest fall since 2014
  Reuters
• Singapore cuts 2020 GDP forecast due to virus, flags recession chance
  Reuters
• China’s Fiscal Coffers Are Depleted Just as Virus Spurs Spending
  Bloomberg
• Indian Banks Lured by 14-Year Low Borrowing Costs Binge on Bonds
  Bloomberg

Sunday, February 16, 2020

General

• Americans to fly home from coronavirus-hit cruise; China says new cases slow
  Reuters
• Coronavirus live updates: Taiwan confirms first death, US ship passenger infected with virus
  CNBC
• China finance minister says expects fiscal revenues to fall, expenditure to rise
  Reuters
• China's Evergrande to offer discount for all properties on sale in Feb, March
  Reuters
• Iran's Rouhani says Tehran will never yield to U.S. pressure for talks
  Reuters
• There’s a Wall of Cash Eager to Buy Treasuries on Any Price Dip
  Bloomberg
• Ships Are Skipping China and It’s Causing Turmoil for Trade
  Bloomberg
• The Bond Market Might Finally Be Nearing Its Limit
  WSJ

Saturday, February 15, 2020

General

• Trump administration eyes 10% middle-class tax cut proposal
  Reuters
• Xi says China must keep economic, social order while battling coronavirus
  Reuters
• Coronavirus live updates: State Department will evacuate Americans from cruise ship, first death confirmed in Europe
  CNBC
• Wall Street Week Ahead: Investors bet emerging markets will weather coronavirus impact
  Reuters
• Investors are flocking to the largest US growth stocks as concerns rise over the global economy
  CNBC
• China issues measures to support manufacturers, businesses hit by coronavirus
  Reuters
• PBOC Vows Coronavirus Won’t Cause Large Price Rises in China
  Bloomberg
• To Tame Coronavirus, Mao-Style Social Control Blankets China
  NYT
• U.S. Seeks to Rally Wary Europeans Against China
  WSJ
• US warns Europe against embracing China’s 5G technology
  FT

Friday, February 14, 2020

General

• Stocks climb to record on hopes of limited coronavirus economic hit
  Reuters
• Oil prices rise more than 1%, on course for weekly gain
  Reuters
• Consumer spending rose modestly in January as clothing store sales fell by the most since 2009
  CNBC
• China reports 5,000 new coronavirus cases, cruise ship disembarks in Cambodia
  Reuters
• Coronavirus live updates: Singapore braces for more cases, Chinese city bans dining out
  CNBC
• U.S., China, Russia making world more dangerous: German president
  Reuters
• Coronavirus inflicts growing toll on China's health workers
  Reuters
• Germany's economy has flatlined. The coronavirus could push it into recession
  CNN
• Virus Onset in China’s ‘Motor City’ Darkens Auto Credit Outlook
  Bloomberg
• Woes Deepen for China Tech Champion Facing March Debt Payments
  Bloomberg
• China FX, Bond Volumes Sink With Virus Keeping Traders Home
  Bloomberg
• India’s Trade Gap Widens the Most in Seven Months in January
  Bloomberg
• Sharp Rise in Coronavirus Cases Raises Questions About Outbreak’s Peak
  WSJ
• How rosy equities mask a wave of investor nerves
  FT
• Asian corporates gorge on debt as coronavirus pushes down yields
  FT
• Fixed-income fund flows rise as investors fear coronavirus impact
  FT
• Eurozone economy suffers slowest growth in 7 years
  FT
• Brazil’s central bank steps in to shore up its currency
  FT