Daily News Links

8395 posts

Wednesday, December 4, 2019

General

• Stocks back to 'risk-on' after Trump trade war scare
  Reuters
• Trump says trade talks with China going "very well"
  Reuters
• U.S. service sector slows more than expected in November
  Reuters
• U.S. private sector job growth at six-month low in November: ADP
  Reuters
• Trump comments, Uighur bill hit prospects of U.S.-China trade deal
  Reuters
• China capex growth hits three-year low as weak economy, trade war drag
  Reuters
• China November services sector activity rises to seven-month high: Caixin PMI
  Reuters
• Division pervades NATO as the 'brain dead' meet the 'delinquent'
  Reuters
• 'Cool it,' France and Germany to tell Trump at NATO talks
  Reuters
• Long focused on Russia, NATO widens gaze toward China
  Reuters
• China's Postal Savings Bank says some retail investors opt out of mainland listing
  Reuters
• U.S., China Move Closer to Trade Deal Despite Harsh Rhetoric
  Bloomberg
• First China IPO Flop Since 2012 Shows Market Confidence Breaking
  Bloomberg
• Trump Says Trade War With China Could Drag On
  WSJ
• Germans Keep on Saving Their Money—Even When It Hurts
  WSJ
• Chinese house price growth heads for five-year low in 2020
  FT

Tuesday, December 3, 2019

Evening

• Wall Street falls as trade hopes wane
  Reuters
• Proper U.S.-China trade deal more important than timing: Wilbur Ross
  Reuters
• Very, very nasty': Trump clashes with Macron before NATO summit
  Reuters
• U.S. has not ruled out imposing tariffs on imported autos: Commerce chief Ross
  Reuters
• China’s $17 Billion Default Wave Is About to Break a Record
  Bloomberg
• U.S. House Ramps Up China Tensions with Uighur Human Rights Bill
  Bloomberg
• Euro to Rival Dollar as Top Funding Currency, Deutsche Bank Says
  Bloomberg
• US allies must prepare for further trade shocks
  FT

General

• Stocks fall as Trump downplays chances of China trade deal
  AP
• Yuan hit after Trump says trade deal could come after 2020 election
  Reuters
• Oil falls as Trump says China trade deal could be delayed
  Reuters
• Trump says it might be better to wait until after 2020 election for a China trade deal
  CNBC
• France and EU say primed to retaliate over U.S. tariff threat
  Reuters
• Trump slams Macron for ‘insulting’ and ‘disrespectful’ NATO comments
  CNBC
• Trump criticizes European allies before NATO anniversary meet
  Reuters
• Exclusive: White House considered kicking Huawei out of U.S. banking system - sources
  Reuters
• Trump's tariff ambush risks pushing Brazil closer to China
  Reuters
• Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession
  Yahoo Finance
• Trump Wields Tariffs Again in a Reminder How Much He Likes Them
  Bloomberg
• Two China Firms Miss $526 Million Bond Payments as Woes Grow
  Bloomberg
• China Hints U.S. Blacklist Imminent in Threat to Trade Talks
  Bloomberg
• ECB Set to Gain Another German QE Skeptic on Executive Board
  Bloomberg
• Trump Says Trade War Could Drag On, Stokes France Spat
  WSJ
• New York Fed Adds Liquidity Amid Heavy Demand for Year-End Funding
  WSJ
• Chicago Property Prices Stagnate, Trail Even Crisis-Stricken Hong Kong
  WSJ
• How Credit Unions Outgrew Their Down-Home Reputation
  WSJ
• China in 2050: will it be a global player or split the world economy?
  FT

Monday, December 2, 2019

Evening

• U.S. stocks retreat on economy and trade jitters
  Reuters
• Treasuries - Yield curve steeper on weak manufacturing, construction data
  Reuters
• Dollar, stocks slide on Trump tweets, dour PMI data
  Reuters
• Trump says U.S. bill on Hong Kong doesn't help China trade talks
  Reuters
• Hope Fading Fast for Fourth-Quarter Earnings Rebound in S&P 500
  Bloomberg
• Fracking Slowdown in Permian Basin Leads to More Job Losses
  Bloomberg

General

• Stock rebound fizzles after Trump restores Brazil, Argentina tariffs
  Reuters
• Oil rises over 1% on hopes for deeper OPEC cuts, Chinese factory growth
  Reuters
• U.S. factory sector contracts again in November: ISM
  Reuters
• China suspends U.S. military visits to Hong Kong, sanctions U.S.-based NGOs
  Reuters
• Trump says he will restore tariffs on Brazil, Argentina metal imports
  Reuters
• China's November factory activity unexpectedly expands at quickest pace in almost three years: Caixin PMI
  Reuters
• China urges rollback of US tariffs, Huawei exec’s release
  AP
• In face of China threat, Taiwan to invite U.S. experts to bolster defenses
  Reuters
• China Spares Trade in First Retaliation to U.S.’s Hong Kong Law
  Bloomberg
• Repo Fretting Shifts to Treasuries as Market Faces December Test
  Bloomberg
• Repeated Defaults by China Industrial Firm Spark Contagion Fears
  Bloomberg
• PBOC Signals Policy to Stay Cautious Amid Uncertain Data
  Bloomberg
• World’s Most Famous Hedge Funds Get Cold Shoulder in China
  Bloomberg
• U.S. Dominance in Global Services Economy Weakens
  WSJ
• US Federal Reserve considers letting inflation run above target
  FT
• Bond ETFs outshine equity rivals in 2019
  FT
• What level of reserves is truly “excessive”?
  FT
• Pension funds warn over QE damage
  FT

Evening

• Global shares tick up as hopes for Sino-U.S. breakthrough stay intact
  Reuters
• Stocks Rise, Bonds Slip on China Data; Oil Gains: Markets Wrap
  Bloomberg
• U.S.-China trade deal 'stalled because of Hong Kong legislation': Axios
  Reuters
• A private survey shows China’s manufacturing activity expanded more than expected in November
  CNBC
• Trillion-dollar deficits as far as the eye can see, and hardly a voice of caution to be heard
  The Hill
• Australia Home Frenzy Back as Prices Surge Most in 16 Years
  Bloomberg
• China and Russia Are Partners—and Now Have a $55 Billion Pipeline to Prove It
  WSJ
• Private-Equity Cash Piles Up as Takeover Targets Get Pricier
  WSJ

Sunday, December 1, 2019

General

• China wants U.S. tariffs rolled back in phase one trade deal: Global Times
  Reuters
• The Way Out for a World Economy Hooked On Debt? Yet More Debt
  Yahoo/Bloomberg
• China will not resort to quantitative easing: PBOC governor
  Reuters
• Germany's ruling coalition on collision course after SPD leadership vote
  Reuters
• Hong Kong police fire tear gas as thousands take to the streets in fresh protests
  Reuters
• PBOC Ready With Prudent Policy for Long Global Downturn, Yi Says
  Bloomberg
• Assets held in exchange traded funds surge to record $6tn
  FT

Saturday, November 30, 2019

General

• China’s factory activity unexpectedly returns to growth in November
  CNBC
• That frenzied Black Friday crush? Not this year
  Reuters
• Corporate debt nears a record $10 trillion, and borrowing binge poses new risks
  Greenwich Times
• Hong Kong seniors rally to back students as activists decry police actions
  Reuters
• Protesters burn tires in southern Iraq in renewed anti-government rage
  Reuters
• Record $2.4 Trillion Bond Binge Is Threatening Investor Returns
  Bloomberg
• November M&A Surge Pushes 2019’s Totals Nearer Last Year’s Mark
  Bloomberg

Friday, November 29, 2019

Evening

• Wall Street slips as U.S.-China tensions weigh, investors watch retail
  Reuters
• Oil slumps but sets monthly gain ahead of OPEC meeting
  Reuters
• Exclusive: U.S. weighs new regulations to further restrict Huawei suppliers - sources
  Reuters
• How a central banker’s low-rate shift showed the way for Fed
  AP
• Global funds raise stock allocations at the expense of cash: Reuters poll
  Reuters
• Iraq PM says he will quit after cleric's call but violence rages on
  Reuters
• European Banks Pile Into Risky Loans as Economic Outlook Darkens
  Bloomberg

General

• Wall Street slips after U.S. law on Hong Kong rekindles trade fears
  Reuters
• Global stocks dip on trade worries as record high stays elusive
  Reuters
• Japan's factory output posts largest fall in almost two years
  Reuters
• China's PBOC has room to ease policy but won't squander options - official
  Reuters
• Eurozone unemployment’s falls to lowest rate since July 2008
  AP
• Hong Kong protesters call for weekend rallies, police quit campus battleground
  Reuters
• China Financial Warning Signs Are Flashing Almost Everywhere
  Bloomberg
• Chinese Defaults to Rise in 2020 as Economy Slows, Moody’s Says
  Bloomberg
• China Steelmaker Defaults on Already Delayed Bond Payment
  Bloomberg
• The Richest U.S. Counties Are Getting Even Richer
  Bloomberg
• Big Reads on Economics: Central Bankers Ponder Easy Money Risks
  Bloomberg
• The VIX Is Low. That May Be Because of All the Volatility ETPs
  Bloomberg
• India’s Economic Growth Sputters to 4.5%, Weakest Since 2013
  Bloomberg
• U.S. Tightening of Hong Kong Policy Is Grim Trigger for China
  WSJ

Thursday, November 28, 2019

General

• World stocks stall as U.S.-China tensions flare again
  Reuters
• Yen gains, yuan falls as Hong Kong tensions muddy trade progress
  Reuters
• Oil falls as U.S. rights bill fuels tensions with China
  Reuters
• China accuses US of ‘sinister intentions’ after Trump signs bills supporting Hong Kong protesters
  CNBC
• China warns U.S. over Hong Kong law as thousands stage 'Thanksgiving' rally
  Reuters
• China gives P2P lenders two years to exit industry: document
  Reuters
• The Big Question on Hong Kong: How Will China Hit Back at Trump?
  Bloomberg
• It's Getting More Expensive to Eat, and Economists Are Worried
  Bloomberg
• China Protests New U.S. Law Supporting Hong Kong but Signals Hope for Trade Deal
  WSJ