Daily News Links

8395 posts

Thursday, January 23, 2020

General

• Virus fears sap stocks; ECB gets ready for rethink
  Reuters
• Mainland Chinese stocks drop as much as 3.5% as coronavirus fears grip investors
  CNBC
• Oil slump deepens as China virus casts cloud over fuel demand, economy
  Reuters
• China orders 'unprecedented' lockdown of two cities at virus epicenter
  Reuters
• White House has started work on second round of tax cuts to boost growth, Mnuchin says
  CNBC
• ECB launches review that will redefine its mission and tools
  CNBC
• Japan exports shrink for 13th month in further blow to economy
  Reuters
• China central bank to lower funding costs, prevent debt and inflation risks: adviser
  Reuters
• After China trade deal, Europe and UK next on Trump's to-do list
  Reuters
• Lebanon's new government may have little reserves left to stabilize economy
  Reuters
• China Traders Dump Stocks With Any Link to Virus Epicenter Wuhan
  Bloomberg
• Trump’s Trade Deal Hastens China’s Retreat From U.S. Farmers
  Bloomberg
• ‘Peak Greed’ Fuels Record Junk Bond Sales in Europe
  Bloomberg
• Amateur Investors Are Making Risky Bets That Could Wipe Them Out
  Bloomberg
• HNA Faces $500 Million Debt Deadline Before Lunar New Year
  Bloomberg
• State Bank Chairman Says Yes Bank ‘Will Not Be Allowed to Fail’
  Bloomberg
• CLOs Are Packed With New Loopholes, Triggering Investor Backlash
  Bloomberg
• Inside China’s Virus Zone, Unease Grips a City in Lockdown
  Bloomberg
• Ebullient Mood in Davos Should Put Investors on Edge
  WSJ
• Political Turmoil Triggers Slump in Italian Assets
  WSJ
• Eurozone bankers launch fresh push against negative rates
  FT
• Wuhan hospitals overwhelmed as China fights coronavirus
  FT

Wednesday, January 22, 2020

Evening

• Tech sector pushes the S&P 500 to slight gain
  Reuters
• Oil prices at 7-week low on forecast for surplus in crude supplies
  MarketWatch
• Treasuries - U.S. yields mixed as investors assess virus implications
  Reuters
• China's Wuhan shuts down transport as global alarm mounts over virus spread
  Reuters
• China virus outbreak may wallop economy, financial markets
  AP
• Factbox: What we know about the new coronavirus spreading in China and beyond
  Reuters
• Italy's Di Maio quits as 5-Star leader in blow to government
  Reuters
• Hedge fund giant Seth Klarman says the ‘rocket fuel’ feeding this rally will soon ‘run out’
  CNBC
• Fed may tighten in second half 2020 if inflation quickens: Guggenheim CIO Minerd
  Reuters
• Soleimani killing adds dangerous new dimension to Iraq unrest
  Reuters
• China’s Lunar New Year Nightmare: 3 Billion Trips and a Virus
  Bloomberg
• Hedge Fund Outflows Neared $100 Billion in 2019, Most Since 2016
  Bloomberg
• Embattled Hong Kong has no choice but to reset its US dollar peg
  FT

General

• S&P 500 aims for record on IBM support, fading China virus fears
  Reuters
• Oil falls as surplus forecast overshadows Libya disruption
  Reuters
• Yuan, Australian dollar struggle to wipe off coronavirus concerns
  Reuters
• U.S. existing home sales surge to near two-year high
  CNBC
• China virus death toll rises to nine as pandemic fears mount
  Reuters
• China says new virus adapting and mutating
  Reuters
• Trump says GDP would be near 4% and the Dow could be 10,000 points higher if it weren’t for the Fed
  CNBC
• A Fresh Bout of Italian Political Risk Puts Investors on Edge
  Bloomberg
• Foreigners Dump Indian Bonds Fearing Widening Budget Deficit
  Bloomberg
• Fancy Meals and Loans for Friends: China’s Banks Face Costly Cleanup
  WSJ
• Argentine Governor Rattles Markets With Plans to Delay Bond Payment
  WSJ
• China warns push to contain coronavirus reaches critical stage
  FT
• The new kings of the bond market
  FT
• Fears rise that US-China economic ‘decoupling’ is irreversible
  FT

Tuesday, January 21, 2020

Evening

• Dow falls more than 100 points amid first US case of coronavirus, big decline in Boeing
  CNBC
• CDC confirms first US case of Wuhan coronavirus
  CNN
• Factbox: How a virus impacts the economy and markets
  Reuters
• Factbox: Major severe coronavirus outbreaks in the past 20 years
  Reuters
• Housing market falling short by nearly 4 million homes as demand grows
  CNBC
• Boeing doesn’t expect regulators to sign off on 737 Max until June or July
  CNBC
• IMF downgrade of growth outlook ups pressure on India’s Modi
  AP
• North Korea abandons nuclear freeze pledge, blames 'brutal' U.S. sanctions
  Reuters

General

• Stocks lower as China virus outbreak, growth fears sour mood
  Reuters
• China virus sends chill through markets as risks rise
  Reuters
• Yuan slips, yen gains as spread of China virus unnerves markets
  Reuters
• Hong Kong falls beyond 2%, leading losses among major markets following Moody’s downgrade
  CNBC
• Mnuchin says Phase 2 trade deal may not remove all tariffs: WSJ
  Reuters
• Trump says Fed has lowered rates too slowly
  Reuters
• Paul Tudor Jones says this ‘crazy’ stock market run reminds him a lot of ‘early ’99’
  CNBC
• BOJ holds fire, nudges up growth forecast on receding global risks
  Reuters
• China mystery virus claims sixth victim as holiday travel stokes risk
  Reuters
• Lebanon’s Default Likely After March Bond, Oxford Economics Says
  Bloomberg
• Here’s What Market Watchers Are Saying About the China Virus
  Bloomberg
• Most of China’s Provinces See Economy Slowing in 2020
  Bloomberg
• The Great U.S.-China Tech Divide
  WSJ
• Virus in China Is Part of a Growing Threat
  WSJ
• Goodwill Sparks Deep Division, at Least on Balance Sheets
  WSJ
• Beijing and Taipei headed for collision over democracy
  FT

Monday, January 20, 2020

General

• Global stocks stay near record highs; focus turns to central banks, earnings
  Reuters
• Gold gains on heightened safe-haven interest; palladium soars
  Reuters
• Oil jumps to highest in more than a week after Libyan shutdowns
  Reuters
• IMF cuts global growth forecasts as India falters, says bottom may be near
  Reuters
• China forecasts vehicle sales at flat or falling in 2020
  Reuters
• World's richest 2,000 people hold more than poorest 4.6 billion combined: Oxfam
  Reuters
• Tenuous US-China trade deal comes as Beijing and Washington remain on a permanent collision course
  CNBC
• Moody's cuts Hong Kong's rating to 'Aa3' as protests continue
  Reuters
• Central banks can't save the world from climate change, BIS says
  Reuters
• Virus spreads to more Chinese cities, President Xi says containment is priority
  Reuters
• JPMorgan Says Analysts Are ‘Unusually’ Pessimistic on Earnings
  Bloomberg
• The End of Libor Is a $12 Trillion Headache for Loan Bankers
  Bloomberg
• Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits
  Bloomberg
• Lebanon's Bond Yields Surpass 200% as Default Risk Rises: Chart
  Bloomberg
• Global Banks Rush Back Into Repo Markets
  WSJ
• Europe’s Cheap Debt Draws Record Borrowing by U.S. Companies
  WSJ
• QE or not QE? Why the Fed is struggling with its message
  FT

Evening

• Mexican official eyes stronger ties with China after U.S. trade deal
  Reuters
• Lebanese security forces, protesters clash for second night
  Reuters
• Capitalism Draws Fire, Despite Strong Global Economy
  WSJ
• Boom in emerging market corporate debt stirs fears
  FT
• China’s falling birth rate creates timebomb for economy
  FT

Sunday, January 19, 2020

General

• China will increase imports from U.S. according to 'market principles': official
  Reuters
• China to step up countermeasures as virus outbreak grows
  Reuters
• Libya peace summit struggles to draw eastern commander Haftar back into diplomacy
  Reuters
• America Is Awash With Natural Gas and It’s About to Get Worse
  Bloomberg
• Libya’s Biggest Oil Field Starts to Shut as Peace Talks Loom
  Bloomberg

Saturday, January 18, 2020

General

• Stock market is “eerily reminiscent of January 2018” when stocks suffered rapid correction, technical analyst says
  MarketWatch
• Erdogan calls on Europe to support Turkey's moves in Libya: Politico
  Reuters
• Fed Plans Shift From Writing Rules to Watching How Banks Behave
  Bloomberg
• U.S. Home Prices Rise the Most in 19 Months
  Bloomberg
• China’s Slowing Growth Underlines Stress Facing Its Economy in 2020
  WSJ
• Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets
  FT
• Largest US banks double profits in past decade
  FT

Evening

• Wall Street hits new highs in strongest week since August
  Reuters
• ‘That is Insane’: Muni Yields at the Lowest Since Elvis Was King
  Bloomberg
• Volatility-Targeting Funds Leverage Up at Fastest Since ‘18 Rout
  Bloomberg
• Argentina’s Chubut Bonds Tumble as Province Seeks Debt Overhaul
  Bloomberg

Friday, January 17, 2020

General

• China data boosts Wall Street to new record highs
  Reuters
• World shares gain as China data fuels bets on growth
  Reuters
• Dollar hits eight-month high on yen, yuan buoyed by China GDP
  Reuters
• U.S. housing starts race to 13-year high in December
  Reuters
• China posts weakest growth in 29 years as trade war bites, but ends 2019 on firmer note
  Reuters
• China to roll out more support measures as economy faces pressure -stats head
  Reuters
• China's 2019 property investment solid, but first sales drop in 5 years dents outlook
  Reuters
• Chinese cities get creative in steadying cooling property markets
  Reuters
• U.S. warship transits Taiwan Strait less than week after election
  Reuters
• Volatility in Currencies Worldwide Slumps to Lowest Level Ever
  Bloomberg
• The Debate Over Whether to Call It QE Is Over, and the Fed Lost
  Bloomberg
• Deutsche Bank Sees ‘Distressed Debt Cycle’ Beginning in China
  Bloomberg
• India’s Banks Face Risk From $13 Billion Telecom Dues, UBS Says
  Bloomberg
• China’s Economic Growth Slows to 6.1% as Trade and Business Confidence Suffer
  WSJ
• India’s ‘Ghost Towns’ Saddle Middle Class With Debt—and Broken Dreams
  WSJ
• Eurozone bond auctions enjoy record demand
  FT

Evening

• S&P 500 blasts through 3,300 as tech stocks surge
  Reuters
• Trump to nominate Shelton, Waller to serve on Fed
  Reuters
• China set to post weakest growth in 29 years as trade war bites, investment sputters
  Reuters
• Student debt is over $1.6 trillion and hardly anyone is paying down their loans
  CNBC
• Opinion: Jumbo mortgages are haunting the housing market, and things could get really scary
  MarketWatch
• Xi’s Wider Fight With U.S. Is Only Just Beginning After Trade Deal
  Bloomberg
• China’s Improving Economic Data Masks Deeper Problems
  NYT