Daily News Links

8395 posts

Thursday, January 30, 2020

Evening

• Coronavirus live updates: China says death toll hits 213, confirmed cases rise to 9,692
  CNBC
• Dow rises more than 100 points in late comeback, erases a 244-point drop
  Reuters
• China virus fears accelerates tumble in euro zone bond yields
  Reuters
• UN agency declares global emergency over virus from China
  AP
• Coronavirus live updates: CDC confirms first person-to-person transmission of coronavirus in US
  CNBC
• Policymakers fret over risk to global growth from China virus outbreak
  Reuters
• U.S. farm bankruptcies hit an eight-year high: court data
  Reuters
• Coronavirus May Drag China GDP Down to 4.5% in First Quarter
  Bloomberg
• Homeownership Rate in the U.S. Climbs to Highest Since 2013
  Bloomberg
• Bernie Sanders Adviser Says U.S. Can Safely Add $500 Billion to Deficit
  Bloomberg
• Coronavirus Triggers Damage Control From Governments, Companies
  WSJ
• Coronavirus wreaks havoc on tech supply chain
  FT
• Tett: Reasons to worry about our addiction to loose money
  FT

General

• Stocks down, safe havens up on China virus worries
  Reuters
• Oil falls 2% on spread of China virus
  Reuters
• Copper slides to five-month low on China demand angst
  Reuters
• US fourth-quarter GDP rose 2.1% and full-year closes with a 2.3% gain
  CNBC
• Coronavirus live updates: Russia closes China border as outbreak tops 7,900 cases with 170 deaths
  CNBC
• Factbox: What to watch from the WHO statement on the new coronavirus
  Reuters
• Heatwave and high winds bring renewed wildfire threat in Australia
  Reuters
• Powell Paves Way for Possible Dovish Shift in Inflation Strategy
  Bloomberg
• Death Toll Climbs to 170 and Economic Threat Grows: Virus Update
  Bloomberg
• China’s Yuan Tumble Past 7 May See Less Disruption This Time
  Bloomberg
• China Dollar Bond Euphoria Seen Waning Amid Virus Jitters
  Bloomberg
• Chinese No Longer Welcome as Coronavirus Fear Grips World
  Bloomberg
• German Inflation Accelerates to Strongest Level in Nine Months
  Bloomberg
• Analysts fear the market is hooked on Fed support
  FT
• Negative-yielding debt sends investors scurrying into gold
  FT
• Coronavirus outbreak poses challenge for China’s centralised political system
  FT

Wednesday, January 29, 2020

Evening

• Global stocks gain on solid results, but virus keeps safe-havens alive
  Reuters
• Treasuries - Yields fall on virus concerns, Fed leaves rates unchanged
  Reuters
• Coronavirus live updates: China says death toll rises to 170 as cases rise beyond 7,700
  CNBC
• China virus evacuations begin as death toll rises at outbreak epicenter
  Reuters
• Fed leaves rates unchanged, offers no new guidance on balance sheet
  Reuters
• What's next for the Federal Reserve's balance sheet?
  Reuters
• Fed boosts interest rate on bank reserves
  CNBC
• Coronavirus live updates: Outbreak is ‘grave concern’ as infections spread beyond China
  CNBC
• WHO to reconsider declaring global emergency as China virus evacuations begin
  Reuters
• Explainer: What the U.S. Federal Reserve is watching this year
  Reuters
• U.S. fourth quarter goods trade deficit widens, prompting growth forecast cuts
  Reuters
• 10-Year-Old Boy Raises Fears Wuhan Virus Could Spread Undetected
  Bloomberg
• Federal Reserve Holds Benchmark Rate Steady
  WSJ
• Coronavirus crisis hits global businesses in China
  FT

General

• Wall St. gains as Apple, Boeing take focus off coronavirus
  Reuters
• Buoyed by company earnings, world markets look past virus
  Reuters
• Gold gains as virus concerns linger, investors await Fed
  Reuters
• Oil gains amid assessment of China virus impact, possible OPEC supply cuts
  Reuters
• Fed likely to keep interest rates on hold, focus on balance sheet
  Reuters
• Coronavirus live updates: Coronavirus outbreak tops 6,000 cases in China, exceeding SARS epidemic
  CNBC
• Airlines suspend China flights, cut services on virus fears
  AP
• U.S., Japan pull nationals from China virus city, huge economic hit forecast
  Reuters
• U.S. goods trade deficit widens as imports rebound
  Reuters
• Weekly mortgage applications surge over 7% as rates fall on coronavirus fears
  CNBC
• Boeing posts first annual loss in more than two decades
  CNBC
• Coronavirus: China has quarantined 50 million people. Experts worry that might backfire
  MSN
• In snub to US, Britain will allow Huawei in 5G networks
  AP
• Virus Blow to China’s Economy to Be Worse than SARS, Nomura Says
  Bloomberg
• Asia’s Foreign Bond Bid Matches China’s ‘Savings Glut’ Era Peak
  Bloomberg
• BOJ Board Members Hint at Rising Concern Over Negative Rates
  Bloomberg
• Vietnam’s Inflation Surges to 6-Year High, Exports Plunge
  Bloomberg
• China Accuses U.S. of ‘Ill Intentions’ in South China Sea
  Bloomberg
• US energy ‘junk’ bonds hammered by oil plunge
  FT

Tuesday, January 28, 2020

Evening

• Wall Street rebounds as Apple surges ahead of earnings
  Reuters
• China's Hubei province, center of virus outbreak, confirms 25 new deaths
  Reuters
• White House tells airlines it may suspend all China-US flights amid coronavirus outbreak
  CNBC
• US budget deficit to break $1 trillion in fiscal 2020, CBO says
  CNBC
• Coronavirus, repo market and the reserve rate: What to watch this week from the Fed
  CNBC
• United cancels flights to China as Facebook, others avoid travel on virus fears
  Reuters
• Tears, fear and panic grip China as coronavirus spreads
  MSN/LA Times
• CBO Boosts Economic Growth Forecast, Sees $1 Trillion Deficit
  Bloomberg
• Richmond Fed Manufacturing Gauge Surges to Best Level Since 2018
  Bloomberg
• It’s the Worst Start to the Year for Carry Traders Since 2015
  Bloomberg
• Reasons Abound for Markets to Worry About the Election
  WSJ
• Fed Adds $84.7 Billion in New Money to Markets, But Overall Liquidity Stable
  WSJ
• US budget deficit forecast to blow out by mid-century
  FT

General

• Wall Street recovers from Monday rout on tech, financial support
  Reuters
• China says death toll from coronavirus rises to 106, confirmed cases hits 4,515
  Reuters
• Home price gains continued to heat up in November
  CNBC
• Consumer confidence jumps as job-market outlook improves
  CNBC
• U.S. core capital goods orders post biggest drop in eight months
  Reuters
• The ‘Not QE’ Debate Looms Large Over Fed Decision
  Yahoo/Bloomberg
• U.S. stock rally faces major test as China virus spreads
  Reuters
• Japan warns about risks to economy from China virus outbreak
  Reuters
• China sure of slaying 'devil' virus, Hong Kong to cut links
  Reuters
• Confusion and lost time: how testing woes slowed China's coronavirus response
  Reuters
• Gold Parades Haven Status With Rally to Highest Close Since ‘13
  Bloomberg
• Virus Poses New Threat to Economy’s Fragile Stabilization
  Bloomberg
• Six Strategists on What’s Next for Markets as Virus Fears Spread
  Bloomberg
• With Rates on Hold, Fed Faces Decisions on Its Balance Sheet
  WSJ
• What to Know About the New Chinese Coronavirus
  WSJ
• Investors seek clarity from Fed on balance sheet expansion
  FT
• Markets are much too complacent over the risk of inflation
  FT
• Why some big investors have had enough of hedge funds
  FT

Monday, January 27, 2020

Evening

• Dow posts worst day since October and turns negative for the year as coronavirus fears grow
  CNBC
• Treasuries - Yields at three-month lows, yield curve flattens as coronavirus spreads
  Reuters
• Safe havens up, Aussie, yuan weaken as coronavirus toll rises
  Reuters
• Oil sinks to three-month lows as coronavirus raises demand fears
  Reuters
• U.S. stock rally faces major test as China virus spreads
  Reuters
• Coronavirus weighs on US leveraged loan market
  Reuters
• U.S. CDC says no new confirmed cases of coronavirus, 110 under investigation
  Reuters
• U.S. State Department warns against visiting China, citing coronavirus
  Reuters
• The Coronavirus Is A Black Swan Event That May Have Serious Repercussions For The U.S. Economy And Job Market
  Forbes
• Fed seems content with low rates but confronts challenges
  AP
• Honda Evacuates, Starbucks Stores Shut: Virus Impact on Business
  Bloomberg
• World’s Pile of Negative Debt Surges by the Most Since 2016
  Bloomberg

General

• China virus fears push stocks to two-week low, safe havens gain
  Reuters
• Gold gains 1% as virus fears fan growth worries
  Reuters
• Oil extends declines as fears grow over China virus
  Reuters
• Chinese premier visits virus epicenter as death toll hits 80
  Reuters
• China county offers reward for identifying people from virus-hit Wuhan
  Reuters
• Mongolia shuts universities, border crossings to halt virus spread
  Reuters
• U.S. new home sales drop for third straight month in December
  Reuters
• Fed starts some tricky communications with financial markets this week
  MarketWatch
• Fed's first hurdle in 2020: Dispensing with 'QE Lite'
  Reuters
• German government to raise 2020 economic growth forecast to 1.1%: sources
  Reuters
• China’s Financial Markets Likely to Stay Shut on Extended Break
  Bloomberg
• Safe Havens Shine as Spreading Virus Spurs Rush to Buy Gold
  Bloomberg
• Crop Futures Slump as Spreading Virus Threatens Chinese Demand
  Bloomberg
• Debt Clock Ticks as Lebanon Deploys Troops Before Budget Debate
  Bloomberg
• Deadly Infection Keeps Chinese Consumers From Spending
  WSJ
• Wuhan Mayor Says Beijing Rules Partially Responsible for Lack of Transparency
  WSJ
• Stress index sinks to new low as Fed sedates markets
  FT
• China’s top lithium producer struggles under debt load
  FT

Evening

• Stocks drop as new coronavirus fears escalate
  Reuters
• U.S. stock futures fall 1 percent as coronavirus fears spread
  Reuters
• Yen jumps, yuan slumps on worries China struggling to contain virus
  Reuters
• China's death toll from coronavirus rises to 80: government statement
  Reuters
• Fifth US case of coronavirus confirmed in Arizona, health officials say
  CNBC
• Stocks Tumble With Oil; Yen Climbs With Treasuries: Markets Wrap
  Bloomberg
• Gold Extends Surge as Virus Spread Spurs Rush to Haven Assets
  Bloomberg
• Peak Permian Is Approaching Faster Than You Think
  Bloomberg
• China Urges Calm Over Virus During ‘Critical Period’
  WSJ

Sunday, January 26, 2020

General

• China scrambles to contain 'strengthening' virus
  Reuters
• Third US case of coronavirus confirmed in California, health officials say
  CNBC
• Latest on the coronavirus spreading in China and beyond
  Reuters
• Canada identifies first case of coronavirus
  Reuters
• How coronavirus is beginning to hit China’s economy
  CNBC
• China Mulls Extending Holiday and Warns Virus Spreading Fast
  Bloomberg
• Emerging Markets on Edge as Viral Outbreak Spreads from China
  Bloomberg
• Effects of Coronavirus Begin Echoing Far From Wuhan Epicenter
  NYT
• China Orders Centralized Response to Virus Outbreak as Alert Level Rises
  WSJ

Saturday, January 25, 2020

General

• Xi says China faces 'grave situation' as virus toll hits 41
  Reuters
• U.S. to evacuate its citizens from Wuhan, China - WSJ
  Reuters
• Coronavirus Live Updates
  UK Guardian
• The latest on the coronavirus spreading in China and beyond
  Reuters
• China coronavirus spread is accelerating, Xi Jinping warns
  BBC
• The next fronts in the US trade war shift to Europe, UK
  CNBC
• Trump increases tariffs on derivative steel, aluminum products from some countries
  Reuters
• Lebanon central bank reassures foreign investors about deposits
  Reuters
• After Months of Calm, Volatility Finally Resurfaces in Stocks
  Bloomberg
• Refinancing Boom Fuels Mortgages to Postcrisis Record
  WSJ

Friday, January 24, 2020

Evening

• Dow drops 200 points after a second US coronavirus case is confirmed, airline shares decline
  CNBC
• Wall Street set for weekly loss on gathering virus fears
  Reuters
• Oil drops more than 2%, approaches weekly loss on China virus fears
  Reuters
• Bonds look like they are flashing a warning for global markets
  CNBC
• China heads into Lunar New Year on shutdown as virus spreads
  Reuters
• France declares first two confirmed cases of coronavirus
  Reuters
• Financier doubts add to Boeing's MAX headaches
  Reuters
• China’s Unproven Antiviral Solution: Quarantine of 40 Million
  Bloomberg

General

• Wall Street bogged down by China virus fears, Intel limits losses
  Reuters
• Shares hold ground as China virus fears persist; euro hits seven-week low after ECB
  Reuters
• Copper set for biggest weekly drop in 17 months amid China virus scare
  Reuters
• CDC confirms second US case of coronavirus and is monitoring 63 other possible infections
  CNBC
• China shuts down transport, temples as virus death toll rises to 25
  Reuters
• Bond, equity funds suck-in $25 billion as 'irrational' bull phase continues: BofA
  Reuters
• NY Fed accepts all $55.3 bln in three-day repo bids
  Reuters
• Era of mega-funded, money-losing unicorn start-ups is coming to an end
  CNBC
• 'No, No America': Iraq protesters demand expulsion of U.S. troops
  Reuters
• Australia bushfires contribute to big rise in global CO2 levels: UK's Met Office
  Reuters
• China Locks Down 40 Million People as Anger Grows Over Virus
  Bloomberg
• India Needs Foreign Capital to Fund Record Borrowing, IDFC Says
  Bloomberg
• China Virus Overwhelms Wuhan’s Health System, as City Rushes to Build New Hospital
  WSJ
• Yuan Falters as China Battles Wuhan Virus
  WSJ

Evening

• S&P 500 gains, Nasdaq hits new high as investors eye earnings, coronavirus
  Reuters
• Coronavirus cases rise to more than 800 worldwide as China confirms death toll has risen to 25
  CNBC
• Coronavirus fears weigh on global equity markets
  Reuters
• 'This is an emergency in China' says WHO, as virus death toll rises to 18
  Reuters
• Mnuchin says U.S. government must cut spending, shrink deficits: CNBC
  Reuters
• Cboe Chief Says Early Hedging of U.S. Election Is ‘Unprecedented’
  Bloomberg
• Alarm spreads over coronavirus outbreak despite China travel curbs
  FT