Daily News Links

8395 posts

Wednesday, December 25, 2019

General

• Japan stocks lower, China little-changed on Christmas Day
  AP
• Global stocks hover near record highs, gold breaches $1,500
  Reuters
• Trump says he and Xi will sign China trade deal
  Reuters
• China moves to clamp down financial risks in rental housing market
  Reuters
• Global stock markets gained $17 trillion in value in 2019
  CNBC
• Yuan to gain from U.S.-China deal but vulnerable: ex-currency regulator
  Reuters
• Japan's Abe tells China no improvement in ties without stability in East China Sea
  Reuters
• 'It doesn't matter if it's Christmas': Hong Kong pro-democracy activists keep up protests
  Reuters
• Australian firefighters spend Christmas Day containing blazes; temperatures to soar
  Reuters
• State Support Helped Fuel Huawei’s Global Rise
  WSJ
• Last-Minute Shoppers Push Retailers Over the Top
  WSJ
• ‘Santa rally’ puts US stocks on course for best year in six
  FT

Tuesday, December 24, 2019

General

• Festive world markets pause for breath near record highs
  Reuters
• Oil rises on supply cut pledges and slow return of Gulf field
  Reuters
• U.S. yields rise in pre-holiday trade; focus on 5-year note auction
  Reuters
• Fed accepts $24.80 bln at overnight repo operation
  Reuters
• How risky ETFs won the decade - and why they might not repeat that performance
  Reuters
• IPOs overall beat the market this year despite some ‘mega busts’
  CNBC
• Exclusive: Malware broker behind U.S. hacks is now teaching computer skills in China
  Reuters
• China Widens Economic Policy Blitz With Cash Injection Move
  Bloomberg
• China Takes a Risk on GenZ’s Love Affair With Credit
  Bloomberg
• HNA Faces Pressure to Avoid Its First Public Bond Default
  Bloomberg
• India’s Slowing Economy Has Sparked Jump in Lending For LBOs
  Bloomberg
• Stocks Are Climbing Faster Than Profits, but Investors Aren’t Worried
  WSJ

Monday, December 23, 2019

Evening

• Wall Street posts records amid trade optimism; Boeing juices Dow
  Reuters
• Treasuries - U.S. yields rise in line with equities, after tame auction
  Reuters
• Argentina's black market peso weakens 4.56% to all-time low -traders
  Reuters
• Boeing ousts its CEO after two deadly 737 Max crashes
  AP
• South Korea, U.S. commandos practice raiding enemy facility as North Korea tensions rise
  Reuters
• Defaults in Asia Set to Rise With Hot Spots in China and India
  Bloomberg
• Fed’s Year-End Repo Is Underscribed Again, But Outlook Cloudy
  Bloomberg
• ‘Blank-Check’ Deals Get New Look After High-Profile IPO Flops
  Bloomberg

General

• S&P 500, Nasdaq hit new records; Boeing lifts Dow
  Reuters
• U.S. new home sales rebound in November; October sales revised lower
  Reuters
• U.S. business spending on equipment weak; housing regaining footing
  Reuters
• Repo is Wall Street's big year-end worry. Why?
  Reuters
• Leveraged loan market size doubles in ten years, private credit explodes
  Reuters
• The Yankees are coming! U.S. firms rush to euro debt markets
  Reuters
• China's industrial output to grow around 5.6% year-on-year in 2019: ministry
  Reuters
• ECB's Knot says low rate policy risks becoming counterproductive
  Reuters
• Abenomics sputters as trade damage spreads, tax revenues undershoot
  Reuters
• Explainer: Why India's new citizenship plans are stirring protests
  Reuters
• Hong Kong braces for protests over Christmas holidays
  Reuters
• America’s Utilities Are On a Record Borrowing Spree This Year
  Bloomberg
• Here’s What Credit Pros Are Watching as Defaults Rise in China
  Bloomberg
• China Vows More Support for Private Sector to Stabilize Growth
  Bloomberg
• Stores That Stocked Up on Debt Face a Harsh Holiday Reckoning
  Bloomberg
• Stocks and Bonds Haven’t Rallied Like This Since 1998
  WSJ
• China to Cut Tariffs on Range of Goods Amid Push for Trade Deal
  WSJ
• The Financial Lesson of 2008-09 That Most Investors Have Forgotten
  WSJ
• Distressed-Asset Hedge Funds Run Into Trouble
  WSJ
• The big market moments of 2019
  FT
• China’s $1.3tn global spending spree will collapse, says top US official
  FT

Sunday, December 22, 2019

General

• Trump says trade deal with China to be signed 'very shortly'
  Reuters
• Here’s how China became the world’s No. 2 economy and how it plans on being No. 1
  CNBC
• Clashes as police try to clear Hong Kong protesters after Uighur support rally
  Reuters
• Our Guide to What the World’s Top Central Banks Will Do Next Year
  Bloomberg
• Banks Get Tough on Shale Loans as Fracking Forecasts Flop
  WSJ

Saturday, December 21, 2019

General

• Trump signs bills to avoid shutdown, scrap Obamacare taxes and raise tobacco buying age
  CNBC
• China criticizes U.S. defense bill as interference
  Reuters
• Australia's bushfires circle Sydney as temperatures soar
  Reuters
• Hundreds arrested in India during days of protests over citizenship law
  Reuters
• Hong Kong protesters face off with police in mall protests
  Reuters
• The Fed Is Entrenched in the Repo Market. How Does It Get Out?
  Bloomberg
• SEC Probes Listings of Slack, Other Unicorns on NYSE
  WSJ
• An $809 Car Payment, a $660 Income: How Dealers Make the Math Work
  WSJ
• World Bank warns on ‘towering’ $55tn emerging market debt pile
  FT

Friday, December 20, 2019

Evening

• S&P 500 posts biggest weekly percent gain since September amid data, trade optimism
  Reuters
• Oil prices down but log third weekly rise on trade hopes
  Reuters
• US consumer spending up 0.4% in November, best since July
  AP
• In phone call with Trump, China's Xi says U.S. interfering in internal affairs
  Reuters
• Australia's NSW braces for catastrophic fire conditions
  Reuters
• Corporate year in review: deals, drama, spies and successes
  FT

General

• Stocks hit record high, sterling endures rough week
  Reuters
• Oil hovers near three-month highs on trade deal progress; set for third weekly rise
  Reuters
• U.S. third-quarter growth unrevised at 2.1%
  Reuters
• Budget watchdogs howl over deficit-ballooning deals
  The Hill
• Andrew Bailey to succeed Carney as Bank of England governor
  AP
• Japan's consumer inflation ticks up as shoppers pay more for sushi, ice cream
  Reuters
• Bad to worse: pain not over for Australia's beleaguered banks
  Reuters
• China won't allow foreign forces to interfere in Hong Kong, Macau: Xi
  Reuters
• China’s Xi to Skip Davos, Deflating Hopes for Trump Summit
  Bloomberg
• Repo Oracle Zoltan Pozsar Expects Even More Turmoil
  Bloomberg
• 10 Geopolitical Risks Looming Over Markets in 2020, According to Morgan Stanley
  Bloomberg
• With Brexit Looming, U.K. Government Picks Veteran as Central Bank Chief
  WSJ
• Lycra’s Chinese Owner Squeezes Out of Tight Spot in Bond Markets
  WSJ
• Moody’s warns on frothy US junk bond market
  FT
• All aboard Silicon Valley's employee stock gravy train
  FT

Thursday, December 19, 2019

Evening

• Wall Street hits new highs as Mnuchin says trade pact to be signed in January
  Reuters
• Treasuries - U.S. Treasury yields fall on mixed economic signals
  Reuters
• House approves USMCA trade deal after more than a year of talks, sending it to Senate
  CNBC
• U.S. labor market on solid ground; mid-Atlantic factories sputter
  Reuters
• With a 'radical' agenda, Johnson sets sights on quick Brexit
  Reuters
• Mexico central bank cuts rates, flags higher inflation risk due to wage hikes
  Reuters
• China targets tech giants in app privacy crackdown
  AP
• U.S. Yield Curve Hits Steepest Point in Over a Year
  Bloomberg
• How China’s Communist Party Quietly Built a Real Estate Empire in Hong Kong
  Bloomberg
• It’s Crunch Time for Indian States’ Finances as Economy Slows
  Bloomberg
• Chinese Hacking Group, Quiet for Years, Resumes Global Attacks
  Bloomberg
• Financial Watchdog Warns About Dangers of Leveraged Loans
  WSJ

General

• Stocks hold steady as investors shrug off Trump impeachment
  Reuters
• Bond yields rise as Sweden ends negative rates, stocks drift lower
  Reuters
• Sweden ends five years of negative rates with hike to zero
  Reuters
• China says in touch with U.S. on signing of Phase 1 trade deal
  Reuters
• U.S. existing home sales fall more than expected in November
  Reuters
• Housing shortage hits new record low, igniting prices
  CNBC
• Moody's cuts Boeing's debt ratings as 737 MAX problems deepen
  Reuters
• Rising Demand for Loans in China Conceals Economic Weakness
  Yahoo/Bloomberg
• China’s rural banks struggling under pressure of overdue loans as slow growth, trade war take their toll
  SCMP
• Riksbank Hike Ends Subzero Experiment in Global Test Case
  Bloomberg
• China Adds Most Cash in Open Market Operations Since January
  Bloomberg
• Rising Demand for Loans in China Conceals Economic Weakness
  Bloomberg
• Longtime China Watchers Predict What's Next for Slowing Economy
  Bloomberg
• Wall Street Magic Tricks Make Banks Look Safer Than They Are
  Bloomberg
• A Global Anarchy Revival Could Outdo the 1960s
  Bloomberg
• China’s Ever-Growing Bank Bailout
  WSJ
• Emerging-Market Junk Bonds Sell at Record Pace
  WSJ
• Sweden ends negative rates regime over side-effects concern
  FT
• Top-rated US companies raise record $129bn in euro debt
  FT
• Lowest-rated US bonds end the year with a bang
  FT
• Glory days of negative rates look over
  FT