Daily News Links

8395 posts

Wednesday, November 6, 2019

Evening

• Wall St. ends near flat; healthcare shares gain but trade deal delay weighs
  Reuters
• Market teeters on Trump, Xi meeting location, hoping a logistics snag is not sign of bigger issue
  CNBC
• U.S. lawmakers seek to ban federal pension fund from investing in China
  Reuters
• Europeans look to China as global partner, shun Trump’s US
  AP
• China Embraces Bankruptcy, U.S.-Style, to Cushion a Slowing Economy
  WSJ

General

• Stocks fall into the red on report Trump-Xi meeting could be delayed until December
  CNBC
• Exclusive: U.S.-China trade deal signing could be delayed until December: U.S. source
  Reuters
• French 10-year bond yield turns positive on improving risk sentiment
  Reuters
• U.S. productivity drops by most since fourth quarter 2015
  Reuters
• Weekly mortgage applications flatline for the second straight week
  CNBC
• Iowa? Greece? Where Trump and Xi may meet becomes new trade deal issue
  Reuters
• CEO departures hit a new high in October, on pace for a record year
  CNBC
• China's digital currency will kick off 'horse race': central bank official
  Reuters
• How California Became America’s Housing Market Nightmare
  Bloomberg
• Argentina, Turkey Most Vulnerable in Risk-Off Scenario
  Bloomberg
• SoftBank’s Son Defiant as WeWork Triggers $6.5 Billion Loss
  Bloomberg
• China’s Smog Gauge Is Signaling Trouble
  WSJ
• Repo ructions highlight failure of post-crisis policymaking
  FT
• China’s waning appetite for stimulus weighs on global economy
  FT

Tuesday, November 5, 2019

Evening

• S&P 500 retreats slightly after recent record
  Reuters
• Treasuries - Yields rise on hopes of U.S., China trade deal
  Reuters
• U.S. consumer inflation expectations drop again: New York Fed survey
  Reuters
• Interest rates suddenly entered a new phase and they are moving higher thanks to possible trade deal
  CNBC
• U.S.: Iran's expansion of uranium enrichment 'a big step in the wrong direction'
  Reuters
• Robert Kaplan Says Steeper Yield Curve a Sign Fed Rates Now Appropriate
  Bloomberg
• $11 Trillion U.S. Mortgage Market Has a Shadowy New Player
  Bloomberg
• Montage Beverly Hills Hotel Said to Fetch More Than $400 Million
  Bloomberg
• China’s Housing Market Is Finally Cooling. Some Homeowners Are Furious.
  WSJ
• Public Pension Plans Continue to Shift Into U.S. Stocks
  WSJ
• Protests in Iraq and Lebanon threaten an Iran-backed status quo
  FT

General

• Wall Street higher on trade truce hopes
  Reuters
• Treasuries - Yields rise on hopes of U.S., China trade deal
  Reuters
• Oil gains 1% as China pushes Trump for more tariff roll-backs
  Reuters
• US services companies growth rebounds in October
  CNBC
• China presses Trump for more tariff roll-backs in 'phase one' trade deal
  Reuters
• The trade deficit got smaller in September as the US and China work toward tariff truce
  CNBC
• Fed's Barkin: Conflicting signals make U.S. economy hard to read
  Reuters
• U.S. needs allies in fight against China: report
  Reuters
• China central bank cuts medium-term loan rate for first time since 2016 as growth cools
  Reuters
• Gold demand rises as investors grow nervous - WGC
  Reuters
• Argentina's Fernandez says debt is a problem that must be resolved
  Reuters
• Germany's Schaeuble calls on Lagarde to respect ECB's 'limited mandate'
  Reuters
• China to 'perfect' HK system as water cannon breaks up Guy Fawkes protest
  Reuters
• China Wants U.S. to Drop Tariffs on $360 Billion of Imports for Trade Deal
  Bloomberg
• Xi Zeroes In on Trump Trade Deal as China Acts to Steady Markets
  Bloomberg
• China Halts Massive Bond Rout With Symbolic Interest Rate Cut
  Bloomberg
• Some of the Hottest Stock Trades of 2019 Are Now Getting Smoked
  Bloomberg
• China’s Xi Praises Free Trade. Striking Deals Is Another Matter.
  NYT
• U.S., China Consider Rolling Back Tariffs as Part of Initial Trade Deal
  WSJ
• US shale to swamp Opec supplies over next five years
  FT
• How climate change will transform the global balance of power
  FT

Monday, November 4, 2019

Evening

• Wall St. extends recent gains on trade deal optimism
  Reuters
• Treasuries - Yields rise before Treasury auction, on trade optimism
  Reuters
• Oil rises on U.S.-China hopes and improved outlook
  Reuters
• U.S. banks keep business loan standards steady in third-quarter
  Reuters
• Trump administration poised to make Paris climate exit official
  Reuters
• A U.S. Shutdown Could Blur Economic Picture for Traders and Fed
  Bloomberg
• Fed Outlines Rationale for T-Bill Buying, But Keeps Options Open
  Bloomberg
• Beijing Braces for a Smoggy Winter as China Prioritizes Growth
  Bloomberg
• New York Fed Official Says Market Interventions Have Restored Calm
  WSJ

General

• U.S.-China trade optimism lifts Wall Street to record high
  Reuters
• Oil prices rise 2% on U.S.-China hopes and improved outlook
  Reuters
• U.S. factory orders fall in September; core capital goods revised down
  Reuters
• Britain set for 1970s public spending levels as parties woo voters: report
  Reuters
• Consumers can’t get enough Bentley, Lamborghini and Rolls-Royce SUVs
  CNBC
• Scores injured, one critical in chaotic weekend of Hong Kong protests
  Reuters
• U.S. envoy decries Chinese 'intimidation' in South China Sea
  Reuters
• JPMorgan Says Treasury Yields to Surge in Replay of 1995 Cycle
  Bloomberg
• Chinese State Media Reiterates ‘Core Concerns’ After Trade Call
  Bloomberg
• Selloff of Bonds Throws Spotlight on China’s Top Universities
  Bloomberg
• Fed Risks More Trump Anger With Message That Rates Are on Hold
  Bloomberg
• Asean Leaders Snub U.S. Summit After Trump Skips Bangkok Meeting
  Bloomberg

Sunday, November 3, 2019

General

• Big central banks move to wait-and-see mode
  Reuters
• Wall Street's leading stocks reveal investor caution
  Reuters
• UK PM Johnson rejects calls for no-deal Brexit in election pitch
  Reuters
• Hong Kong mall clash ends in bloody knife attack and bitten off ear
  Reuters
• Ross Optimistic on China Trade Deal, Says Huawei Licenses Coming
  Bloomberg
• Putting on the Squeeze Won’t Tame India’s Twin Crises
  Bloomberg
• Australia Runs Into ‘Reversal Rate’ as Cuts Unsettle Consumers
  Bloomberg
• People Are Staying in Their Homes Longer—a Big Reason for Slower Sales
  WSJ
• Falling interest rates wreak havoc in US pension system
  FT
• Here is what’s going on with the yield curve
  FT
• We need to admit the euro was a mistake
  FT

Saturday, November 2, 2019

General

• President Xi goes to Iowa? Trump floats farm state to seal trade deal
  Reuters
• In seismic shift, Britain orders immediate moratorium on fracking
  Reuters
• ASEAN meeting grapples with trade war, territorial disputes
  AP
• Downtown Hong Kong becomes battleground as night falls
  Reuters
• Iraqi protesters and security forces clash, keep Umm Qasr port closed
  Reuters
• New York Fed’s Williams Says Economy Is in ‘Very Good Place’
  WSJ
• Look to credit, not stocks, for signs of nerves
  FT

Friday, November 1, 2019

Evening

• S&P 500, Nasdaq set records on jobs data, trade headway
  Reuters
• Oil rises nearly 4% on U.S.-China trade hopes, but sets weekly decline
  Reuters
• U.S.-China trade deal in sight after progress in high-level talks
  Reuters
• China says it’s reached a consensus in principle with the US during this week’s trade talks
  CNBC
• US debt surpasses $23 trillion for first time
  The Hill
• 'Deja vu': Argentina braced for new round of debt talks with markets stalled
  Reuters
• U.S. Shadow Lenders See Loan Volume Slow, Quality Decline
  Bloomberg
• Asia’s 20 Richest Families Control $450 Billion
  Bloomberg

General

• Wall Street higher on upbeat U.S. jobs report, China data
  Reuters
• Treasury yields jump after better-than-expected jobs report
  Reuters
• Oil prices edge up, but set for big weekly loss on rising output, trade woes
  Reuters
• October job creation comes in at 128,000, easily topping estimates even with GM auto strike
  CNBC
• US manufacturing contracts for a third straight month
  CNBC
• A private survey shows China’s manufacturing activity expanded in October, better than expected
  CNBC
• Asia's factory pain deepens on trade war, global slowdown
  Reuters
• Hong Kong protesters plan huge march after gatecrashing Halloween
  Reuters
• China warns it won't tolerate dissent in Hong Kong
  AFP
• Iraqis pour into streets for biggest protest day since Saddam
  Reuters
• Bank Run in Rural China Tests Faith in Thousands of Lenders
  Bloomberg
• Don’t Call It Stagflation, But China Assets Flash Economic Worry
  Bloomberg
• Dollar Bonds Linked to Top China Universities Plunge by Record
  Bloomberg
• The Fed’s View on Inflation Is Quietly Shifting. Here’s Why.
  NYT
• The Super Rich Are Buying $100 Million Homes. For Some, One Isn’t Enough.
  WSJ
• Fed caught between political factions over repo
  FT
• Derivatives to crash markets again?
  FT
• Japan sounds warning on China’s growing military might
  FT

Thursday, October 31, 2019

Evening

• Wall Street falls on U.S.-China trade jitters
  Reuters
• Oil prices decline on U.S. pipe disruptions, weak Chinese data
  Reuters
• Trump says U.S., China to announce new venue to ink trade deal soon
  Reuters
• Trump rails against Powell a day after the Fed cuts rates for a third time this year
  CNBC
• Trump says Fed hurting U.S. competitiveness, needs to cut rates more
  Reuters
• Exclusive: Iran intervenes to prevent ousting of Iraqi prime minister - sources
  Reuters
• Chinese Bank Run Extends to Third Day
  WSJ

General

• Stocks drop as U.S.-China trade worries resurface
  Reuters
• Oil prices dip as U.S. crude stocks and demand outlook weigh
  Reuters
• U.S. consumer spending rises moderately, wages flat
  Reuters
• China's factory activity shrinks for sixth month as trade war clouds outlook
  Reuters
• China's probe of rural bank chief renews worries over small banks' health
  Reuters
• Pompeo says U.S. must confront China's Communist Party
  Reuters
• A ‘growing club’ of ‘very powerful countries’ is steering away from using the dollar
  CNBC
• Japan September factory output rebounds, but risks cloud outlook
  Reuters
• Hong Kong falls into first recession in 10 years as protests, trade war weigh
  Reuters
• China Doubts Long-Term Trade Deal Possible With Trump
  Bloomberg
• China’s Rising Sovereign Yields Are Stirring Its Corporate Bonds
  Bloomberg
• China Warns Risks Are Increasing After Biggest Party Meeting
  Bloomberg
• China’s Financial Hub Moves to Shut Down P2P Lending
  Bloomberg
• Negative Interest Rate Skepticism Grows at the European Central Bank
  Bloomberg
• Guindos Joins ECB Officials Warning Against Policy Side Effects
  Bloomberg
• China manufacturers divert cash into financial products
  FT