Daily News Links

8395 posts

Thursday, January 16, 2020

General

• Stocks near record on trade deal, robust earnings
  Reuters
• US retail sales climb in December, and November sales were revised up
  CNBC
• Homebuilder optimism slips slightly to start 2020 but is still high
  CNBC
• U.S. weekly jobless claims drop more than expected
  Reuters
• Doubts linger after U.S. and China sign initial trade deal
  Reuters
• Trade deal no panacea for rocky U.S. relations with China
  Reuters
• China's home price growth at almost 1-1/2-year low, further softening seen
  Reuters
• Trump trade advisor Peter Navarro lists what the US wants from China in ‘phase two’ trade deal
  CNBC
• Erdogan says Turkey starting troop deployment to Libya
  Reuters
• What’s Putin up to? Here’s what Russia’s political upheaval could mean
  CNBC
• Tariffs Become New Normal as Trump Moves to Next China Demands
  Bloomberg
• U.S. Homebuilder Sentiment Posts Best Two Months Since 1999
  Bloomberg
• U.S. Consumer Comfort Reaches Highest Level in More Than 19 Years
  Bloomberg
• China Home-Price Growth Accelerates as Curbs Eased
  Bloomberg
• Political Turmoil to Be ‘New Normal’ for 2020, Risk Firm Says
  Bloomberg
• U.S. and China Face a Steep Climb to Meet Trade Goals
  WSJ
• The Federal Reserve is the cause of the bubble in everything
  FT
• Climate change will reshape markets, McKinsey warns
  FT

Wednesday, January 15, 2020

Evening

• S&P 500 near record high after U.S., China sign Phase 1 trade deal
  Reuters
• U.S., China reset trade relationship with Phase 1 agreement
  Reuters
• Here’s what China agreed to buy from the US in the phase one trade deal
  CNBC
• U.S. economy expands modestly but trade tensions weigh, Fed survey shows
  Reuters
• Fed's Daly sees inflation reaching 2% goal next year
  Reuters
• Putin shake-up could keep him in power past 2024 as cabinet steps aside
  Reuters
• The $95 Billion Centerpiece of the Trade Deal Is Already In Doubt
  Bloomberg
• Crop Markets Show Little Excitement Over U.S.-China Deal
  Bloomberg
• Fed Fuels Rise in Risk Assets With Balance Sheet, Kaplan Says
  Bloomberg
• KKR Warns of WeWork Redux for Big Names That Can’t Turn Profits
  Bloomberg
• New York City Property Values Rise 4.7%
  Bloomberg
• Second Hottest Year on Record Capped Warmest-Ever Decade
  Bloomberg
• The Era of Fed Power Is Over. Prepare for a More Perilous Road Ahead.
  WSJ
• Truce in the US-China trade war is only partial
  FT

General

• S&P, Dow notch record highs ahead of signing of trade deal
  Reuters
• Oil slips on doubts about U.S.-China deal, OPEC outlook
  Reuters
• U.S. producer prices barely rise as services remain subdued
  Reuters
• Weekly mortgage applications soar 30% as homebuyer demand hits the highest level in 11 years
  CNBC
• The world is drowning in debt
  CNN
• Global debt-to-GDP ratio has now hit an all-time high of 322%
  Financial Post
• Treasury's Mnuchin says U.S. cannot continue to boost spending at current rate-CNBC
  Reuters
• Fed Announces Plans For Repo Operations Through to Mid-February
  Yahoo/Bloomberg
• China central bank injects $58 billion of loans but keeps rates steady
  Reuters
• Russian government resigns, after President Putin's State-of-the-Nation Address proposes changes to the constitution
  RT
• The world’s largest hedge fund sees gold rising 30% to $2,000: ‘There is so much boiling conflict’
  CNBC
• Taiwan president urges China to review policy after election win
  Reuters
• Tech Tensions Simmer in Washington as U.S., China Near Trade Truce
  WSJ
• Big Banks Post Big Profits Thanks to Strong U.S. Economy
  WSJ
• Energy Companies Seize the Day With Bond Refinancings
  WSJ
• Where next for the renminbi after US-China breakthrough?
  FT

Tuesday, January 14, 2020

Evening

• Wall Street dips from record in 'Jason Bourne market'
  Reuters
• Yen gains, yuan weakens on report tariffs on China to stay through US election
  CNBC
• U.S. to maintain tariffs on Chinese goods until Phase 2 deal: Mnuchin
  Reuters
• Phase one trade deal could be less than market hopes: ‘Tariffs have now become a roach motel’
  CNBC
• U.S., EU, Japan agree new subsidy rules with China trade in focus
  Reuters
• US-China pact signing to ease tension but leave much undone
  AP
• Trump administration moves toward blocking more sales to Huawei: sources
  Reuters
• The stock market has never been this big relative to the economy, signaling it could be overvalued
  CNBC
• Junk-rated energy firms speed to debt markets after 2019 drought
  Reuters
• China to ramp up U.S. car, aircraft, energy purchases in trade deal: source
  Reuters
• BOJ's Kuroda says won't hesitate to ease further if needed
  Reuters
• China Tariffs to Stay Put Until After U.S. Vote Despite Deal
  Bloomberg
• Fed’s George Says Keep Rates Steady ‘For Now’ to Assess Economy
  Bloomberg
• A Decade Without Fed Hikes Comes Into View for Bond Investors
  Bloomberg
• The Stronger Yuan Is Sending Waves Through Assets Worldwide
  Bloomberg
• Peak Permian Oil Output Is Closer Than You Think, Investor Says
  Bloomberg
• Federal Reserve to keep repo interventions at elevated levels
  FT
• Europe frets over migration as Turkey and Russia gain Libya sway
  FT

General

• Stocks pause after rally, JPMorgan results draw cheer
  Reuters
• Yuan soars, stocks scale heights as markets cheer imminent Sino-U.S. deal signing
  Reuters
• Oil prices rise ahead of trade deal, likely stock draw
  Reuters
• U.S. consumer prices increase moderately in December
  Reuters
• Here’s what’s in the phase one China trade deal Trump is signing this week
  CNBC
• China to ramp up U.S. car, aircraft, energy purchases in trade deal: source
  Reuters
• JP Morgan earnings crush analysts’ estimates as bond trading revenue surges by nearly 90%
  CNBC
• China December trade beats forecasts: exports up 7.6%, imports up 16.3%
  Reuters
• South Korea’s Moon Vows ‘Endless’ Measures to Cap Property Prices
  Bloomberg
• How World’s Fastest-Growing Economy Plunged Into Stagflation
  Bloomberg
• Inflation Surprises in Europe’s East Back Case for Rate Hikes
  Bloomberg
• Market Melt-Up May Have Gone Too Far, Some Measures Indicate
  Bloomberg
• How Libya Became the Ultimate Proxy Conflict
  Bloomberg
• Hedge Funds Could Make One Potential Fed Repo-Market Fix Hard to Stomach
  WSJ
• How the U.S. and China Settled on a Trade Deal Neither Wanted
  WSJ
• India’s economy faces severe challenges
  FT

Monday, January 13, 2020

Evening

• Wall Street hits record, boosted by trade and earnings optimism
  Reuters
• Global debt shattering records: IIF
  Reuters
• Fed's Rosengren warns of inflation risks to central bank's 'almost ideal' economic outlook
  Reuters
• US budget deficit running 11.8% higher this year
  AP
• U.S. government posts $13.3 billion deficit in December
  Reuters
• US budget deficit topped $1 trillion in 2019 for the first time in seven years
  CNBC
• Fed on hold, but will financial risks matter?
  Reuters
• U.S. Treasury removes designation of China as currency manipulator
  Reuters
• Global Debt-to-GDP Ratio Hit an All-Time High Last Year
  Bloomberg
• Fed’s Mission to Control Benchmark Rate May Spur Another Tweak
  Bloomberg
• China’s Auto Market Stumbles After 30-Year Boom
  WSJ

General

• Stocks pinned near record highs ahead of U.S.-China trade deal
  Reuters
• China's yuan rallies, yen slides ahead of U.S. trade deal
  Reuters
• Oil steady on easing U.S.-Iran tensions, eyes on China trade deal
  Reuters
• US tensions with Iran could overshadow Washington’s trade fight with China
  CNBC
• WeWork debacle has unicorn investors seeking cover
  Reuters
• China is the ‘most serious threat’ to the United States, says former security advisor to Obama
  CNBC
• Separatists will 'stink for 10,000 years', China says after Taiwan vote
  Reuters
• Instant View: India's December retail inflation accelerates to 7.35% year-on-year
  Reuters
• China State Firm’s $6 Billion Loss Is Among Nation’s Worst Ever
  Bloomberg
• Investors Are Counting on Earnings to Rebound in 2020
  WSJ
• Manufacturers Increase Perks to Get New Hires to Move
  WSJ
• Corporations Outside of Tech Ramp Up Venture Investing
  WSJ
• Beijing Dismisses Taiwan Voters’ Rebuke Over Its Claims to Island
  WSJ
• ECB’s new faces give investors pause for thought over policy shifts
  FT
• Billionaires feel the sting of a populist backlash
  FT
• Italian politics: Matteo Salvini’s comeback bid
  FT

Evening

• Asia shares flatline, wait for U.S. and China to seal trade deal
  Reuters
• Dollar firms as Sino-U.S. trade deal day draws near
  Reuters
• China's U.S. trade deal commitments not changed in translation: Mnuchin
  Reuters
• China disposes of $289 bln of bad loans in 2019 -regulator
  Reuters
• Trump Trade Deal Raises Issue of Trusting China to Deliver
  Bloomberg
• Taiwan election result is a challenge for China
  FT

Sunday, January 12, 2020

General

• Gulf markets gain after no escalation in U.S.-Iran tensions
  Reuters
• China says will not change position on Taiwan after landslide election
  Reuters
• Bank of England's Woods warns financial sector of crackdown: Telegraph
  Reuters
• Protesters demand Iran's leaders quit after military admits it hit plane
  Reuters
• Lebanon Wants Voluntary Swap of March Eurobonds Into Longer Debt
  Bloomberg
• Tsai’s Record Victory Moves Taiwan Further From Xi’s Grasp
  Bloomberg
• Trade War With China Took Toll on U.S., but Not Big One
  WSJ
• Federal Reserve Sent Lower Remittances to U.S. Treasury in 2019
  WSJ

Saturday, January 11, 2020

General

• U.S., China agree to have semi-annual talks aimed a reforms, resolving disputes: WSJ
  Reuters
• Iran says its military shot down Ukrainian plane in 'disastrous mistake'
  Reuters
• Taiwan President Tsai set to win re-election
  Reuters
• Taiwan president tells China they will not give in to threats
  Reuters
• Earnings Are Set to Drop Again. Investors Seem Fine With That
  Bloomberg
• Bay Area Home Prices Stagnant After Seven-Year Tech Bonanza
  Bloomberg
• Tsai’s Record Victory Moves Taiwan Further From Xi’s Grasp
  Bloomberg
• Iran-U.S. Conflict to Shift Back to Proxies After Threat of War
  Bloomberg
• U.S. and China Are on Taiwan Collision Course
  Bloomberg
• Washington, Beijing Agree to New Dialogue to Pursue Reforms, Address Disputes
  WSJ
• Minimum-Income Ideas Get Widest Airing in 50 Years
  WSJ

Friday, January 10, 2020

General

• Stocks march higher as Middle East tensions ease
  Reuters
• US added 145,000 jobs in December, vs 160,000 expected
  CNBC
• Boeing papers show employees slid 737 Max problems past FAA
  AP
• Explainer: What is at stake in Taiwan's election
  Reuters
• Opinion: Americans own a lot of stock right now — and that’s a bad sign
  MarketWatch
• EU watchdog warns fund investors over cash back promises
  Reuters
• Iraqi PM tells US to decide the mechanism for troop withdrawal
  AP
• Australia urges quarter of a million to flee as winds fan huge bushfires
  Reuters
• Summers Calls Bernanke Speech ‘Last Hurrah’ for Central Bankers
  Bloomberg
• China’s Offshore Bond Defaults Increased to $3.6 Billion in 2019
  Bloomberg
• China 2019 Offshore-Bond Defaulters Span an Airport, Solar Tech
  Bloomberg
• Europe’s New Bond Sales Top $100 Billion in Record-Shattering Week
  Bloomberg
• It's a Tidal Wave of Liquidity. And Waves Crash.
  Bloomberg
• Fed’s Bullard, Kashkari Favor Holding Interest Rates Steady
  WSJ
• Money-Losing Companies Mushroom Even as Stocks Hit New Highs
  WSJ
• Low Liquidity Fueled Hidden Flash Crash in Junk Bonds
  WSJ
• Chinese Developers Flock to Issue Dollar Debt
  WSJ
• US-Iran tensions cast doubt on dollar’s haven credentials
  FT