Daily News Links

8602 posts

Friday, February 7, 2020

General

• Rally in stocks runs out of steam as coronavirus toll climbs
  Reuters
• Oil falls as Russia needs time on more OPEC+ cuts
  Reuters
• US added 225,000 jobs in January, vs 158,000 expected
  CNBC
• Coronavirus live updates: More stores in China close, Trump heaps praise on Xi
  CNBC
• China's central bank says coronavirus outbreak could disrupt economy in first-quarter, has many policy tools
  Reuters
• Coronavirus cases on cruise liner off Japan jump to 61
  Reuters
• China says banks' non-performing loan ratios to rise due to virus outbreak
  Reuters
• Hong Kong shoppers snap up rice and noodles as coronavirus fears mount
  Reuters
• Chinese public mourns, rages over death of doctor who raised early alarm on coronavirus
  Reuters
• Quarles says Fed could better align Treasuries, reserves to ease repo pressure
  Reuters
• Biggest German industry slump in a decade revives recession fears
  Reuters
• Quarles Says Fed Eyeing Tweaks to Improve Money Market Liquidity
  Bloomberg
• IPhone Maker Foxconn Warns Staff to Keep Away From Shenzhen Base
  Bloomberg
• Global gas market in crisis as China rebuffs imports
  FT

Thursday, February 6, 2020

Evening

• Wall St. reaches new highs as China moves to limit coronavirus impact
  Reuters
• Stocks rally, safe-haven currencies drop, on China plan to cut tariffs
  Reuters
• Coronavirus live updates: China more isolated as airlines cancel flights, Hubei confirms 2,447 new cases, 69 deaths
  CNBC
• Shares of U.S. LNG firms tumble as China demand slumps
  Reuters
• China grows isolated as airlines cancel more than 50,000 flights amid coronavirus epidemic
  CNBC
• Global tourism takes major hit as virus halts Chinese travel
  AP
• Global automaker supplies threatened by China coronavirus crisis
  Reuters
• Federal Reserve says 2020 stress test will include 'heightened stress' in leveraged loans
  Reuters
• Red Flags Emerge in U.S. Stocks With Insiders Rushing to Sell
  Bloomberg
• High-Tax States’ Bonds Are So in Demand That Ratings Don’t Matter
  Bloomberg
• Ken Griffin Says Markets Are Unprepared for Inflation
  Bloomberg
• Shale Gas Swamps Asia, Pushing LNG Prices to Record Lows
  WSJ

General

• China tariff cut buoys stocks as investors look beyond virus
  Reuters
• Oil rises for a second day as OPEC+ weighs coronavirus action
  Reuters
• China to halve tariffs on hundreds of US goods worth about $75 billion
  CNBC
• Coronavirus live updates: Tesla closes stores, Tokyo Olympics sets up task force
  CNBC
• China drafts banks, brokerages and funds into war on virus
  Reuters
• China virus death toll jumps past 500, more cases found on cruise ship off Japan
  Reuters
• Ten more virus infections on cruise ship in Japan, test results for 171 still pending
  Reuters
• Australia economy to take 'significant' hit from coronavirus: Morrison
  Reuters
• Hundreds of millions of chickens at risk of being wiped out with much of China locked down due to virus
  CNBC
• ]Bloomberg] China Lashes Out at Countries Restricting Travel Over Virus
• Citi Warns of Euphoria, ‘Substantive’ Complacency on Stock Surge
  Bloomberg
• China’s Banks Are Going to Suffer. But Not Equally
  Bloomberg
• Wuhan Coronavirus Hospitals Turn Away All but Most Severe Cases
  WSJ
• China’s property market stalls amid coronavirus outbreak
  FT
• Coronavirus: the cost of China’s public health cover-up
  FT

Wednesday, February 5, 2020

Evening

• S&P 500, Nasdaq mint record highs after strong U.S. data, waning virus fears
  Reuters
• China reports 73 new deaths on mainland from virus outbreak on February 5
  Reuters
• Coronavirus live updates: US can’t keep virus ‘out of our border,’ NYC has 2 new ‘patients under investigation’
  CNBC
• China virus hits cruise ships, carmakers, airlines and Airbus
  Reuters
• Mattress seller Casper's IPO slashes valuation by more than half
  Reuters
• Virus Hits Copper Trade as China Asks Chile to Defer Cargoes
  Bloomberg
• Virus Hits Hong Kong Insurers Already Reeling From Protests
  Bloomberg
• China Risks Exporting Its Market Volatility Like Never Before
  Bloomberg

General

• Stimulus hope, virus containment steps fuel renewed equity surge
  Reuters
• Oil jumps 3% on reports of effective coronavirus drug
  Reuters
• Private payrolls soar in January, the best monthly gain in nearly 5 years
  CNBC
• Coronavirus live updates: WHO says there are ‘no known’ treatments, ECB chief says outbreak fuels economic uncertainty
  CNBC
• China virus toll nears 500; cruise ships, Hong Kong flights hit
  Reuters
• Passengers quarantined on coronavirus-hit cruise ship off Japan
  Reuters
• China's services sector growth hits three-month low in January: Caixin PMI
  Reuters
• Companies feel impact of coronavirus outbreak in China
  Reuters
• U.S. to review new curbs on Huawei, China in Feb meeting: sources
  Reuters
• Central Bankers Roll Out Anti-Virus Efforts in Southeast Asia
  Bloomberg
• China Epidemic Threatens a Broader Wave of Defaults in 2020
  Bloomberg
• Weak Growth Drags Credit Health of India Firms to 8-Year Low
  Bloomberg
• Investors need to position for a US-China clash of civilisations
  FT
• Why coffee has been caught up in the coronavirus sell-off
  FT

Tuesday, February 4, 2020

Evening

• Wall Street jumps as China stimulus measures soothe virus worries
  Reuters
• Treasuries - Yields rise as traders encouraged by China response to coronavirus
  Reuters
• Coronavirus live updates: Death toll in China hits 490, as confirmed cases cross 24,000
  CNBC
• China’s virus outbreak weighs on global business
  AP
• Another day, another record: Tesla shares march toward $1,000
  Reuters
• Tesla draws comparisons to past speculative bubbles: ‘Stock is going to get absolutely clobbered’
  CNBC
• China Is About to Find Out Whether Its Mass Quarantine Worked
  Bloomberg
• A $9 Billion Flip-Flop by ETF Traders Shows Unease Over Stocks
  Bloomberg
• U.S. Oil Industry Is Already Suffering From the Coronavirus
  NYT
• China Marshals Its Surveillance Powers Against Coronavirus
  WSJ
• House price growth falters globally
  FT

General

• Wall Street recovery continues on China stimulus measures
  Reuters
• Global stocks, commodities firmer as virus fever abates
  Reuters
• Chinese markets, yuan claw back some lost ground after virus-led wipeout
  Reuters
• Oil prices rebound from China virus slump amid ginger recovery across markets
  Reuters
• Exclusive: As virus fallout widens, China readies more measures to stabilize economy - sources
  Reuters
• China c.bank to inject 500 bln yuan via reverse repos on Tuesday - traders
  Reuters
• Clock is ticking for companies that depend on China imports
  AP
• China state media urges investors not to panic over market slide on coronavirus outbreak
  Reuters
• Coronavirus updates: Hong Kong reports first death as mainland China cases cross 20,000
  CNBC
• China cbank says huge cash injections to stabilise market expectations, restore confidence
  Reuters
• Taiwan calls China 'vile' for restricting island's access to WHO on coronavirus
  Reuters
• Erdogan says Turkey will not allow Syrian government to advance in Idlib: CNN Turk
  Reuters
• China Adds Market Support With More Cash, Strong Yuan Fix
  Bloomberg
• Xi Jinping Warns Virus May Impact China’s Social Stability
  Bloomberg
• Climate Models Are Running Red Hot, and Scientists Don’t Know Why
  Bloomberg
• $9 Cabbages, Emergency Pork: Coronavirus Tests China on Food
  NYT
• Chinese Lead Foreign Selling of U.S. Commercial Property
  WSJ
• Coronavirus Outbreak a Major Test of China’s System, Says Xi Jinping
  WSJ
• Home-Loan Banks May Soon Channel Funds to More Mortgage Players
  WSJ
• Emerging markets set January record for foreign-currency debt
  FT
• Global junk bond issuance hits monthly record
  FT
• How the invisible hand of the state works in Chinese stocks
  FT

Monday, February 3, 2020

Evening

• Asia shares fragile amid China worries, oil sinks
  Reuters
• Stocks jump as China markets reopen, dollar gains
  Reuters
• Oil hits 13-month lows as coronavirus cuts demand
  Reuters
• U.S. Treasury expects to borrow $367 billion in first quarter
  Reuters
• Virus Jolts China Economy, Forcing Rethink on Almost Everything
  Bloomberg
• Wall Street Gauges of Virus Fear, From Volatility to Dr. Copper
  Bloomberg
• Negative Real Yields Show Bond Traders’ Growth Worries Deepening
  Bloomberg
• Asia Faces Rate-Cut Pressure to Curb Economic Fallout From Virus
  Bloomberg
• Coronavirus Outbreak a Major Test of China’s System, Says Xi Jinping
  WSJ
• Goldman warns coronavirus to dent 2020 global economic growth
  FT

General

• Wall Street higher after steep selloff
  Reuters
• Global stocks hover near seven-week lows as virus fears hit China markets after holiday
  Reuters
• Virus fears wipe $393 billion off China's stock market despite government support moves
  Reuters
• China's yuan weakens but resilient yen points to risk recovery
  Reuters
• Oil wavers as coronavirus hits demand and OPEC+ considers deeper cuts
  Reuters
• Coronavirus updates: Hong Kong closes most border crossings with mainland China, death toll at 361
  CNBC
• China accuses U.S. of whipping up panic over virus as stocks tumble
  Reuters
• Fearing virus, Hong Kong residents stock up on food, essentials
  Reuters
• China’s Worst Rout in Years Has 3,257 Stocks Falling by Daily Limit
  Bloomberg
• China Considers Lowering 2020 Growth Expectations on Virus
  Bloomberg
• Hit to Chinese Property Market From Virus Temporary, Analysts Say
  Bloomberg
• China Is Said to Restrict Stock Sales by Brokerages, Funds
  Bloomberg
• Coronavirus Closes China to the World, Straining Global Economy
  WSJ
• The New Threat to Energy-Company Bonds: Virus Fears
  WSJ
• How Long Can Chinese Property Developers Go Without Sales?
  WSJ
• Shifting ‘Asian bid’ reshapes demand for Treasuries
  FT
• Taiwan politician’s visit to Washington risks enraging China
  FT

Sunday, February 2, 2020

Evening

• Chinese markets plummet beyond 7% amid virus fears on first trading day after Lunar New Year holiday
  CNBC
• Asian shares drop, commodities sink on virus fears after Lunar New Year break
  Reuters
• U.S. Stock Index Futures Rebound, Paring Two Weeks of Declines
  Yahoo/Bloomberg
• Offshore Chinese yuan up 0.1% vs dollar ahead of China market re-opening
  Reuters
• Oil extends decline on concerns about virus' impact on China demand
  Reuters
• China cbank unexpectedly cuts reverse repo rates to help economy as virus spreads
  Reuters
• China to subsidize interest payments for some firms hit by virus outbreak - state media
  Reuters
• China moves to limit short selling as virus looms over market reopening
  Reuters
• China Vows to Support Market, U.S. Limits Flights: Virus Update
  Yahoo/Bloomberg
• Coronavirus live updates: China says death toll hits 361 as confirmed cases rise to 17,205
  CNBC
• US travel restrictions go into place Sunday evening to combat coronavirus spread
  CNN
• Yen Slips and Aussie Firms as Traders Brace for China Reopening
  Bloomberg
• Asia Stocks Set to Drop as China Traders Return: Markets Wrap
  Bloomberg
• China Culls 18,000 Chickens After H5N1 Bird Flu Cases in Hunan
  Bloomberg
• Wuhan Coronavirus Looks Increasingly Like a Pandemic, Experts Say
  NYT
• Virus Pummels Wuhan, a City Short of Supplies and Overwhelmed
  NYT
• Traders Brace for More Stock Volatility
  WSJ

General

• China to inject $174 billion of liquidity on Monday as markets reopen
  Reuters
• Coronavirus live updates: White House studying economic impact, France evacuates citizens
  CNBC
• China shuts down city of Wenzhou, far from virus epicentre
  AFP
• China facing global isolation as virus toll rises
  Reuters
• Fears of new virus trigger anti-China sentiment worldwide
  AP
• Vietnam bans all flights to and from China over coronavirus
  Reuters
• Indonesia to stop flights to and from China amid coronavirus epidemic
  Reuters
• Panic buying in Hong Kong amid 'alarming' spread of coronavirus
  Sky News
• Outcasts in their own country, the people of Wuhan are the unwanted faces of China's coronavirus outbreak
  CNN
• China Pledges Market Support, Quarantine Expanded: Virus Update
  Bloomberg
• China Promises Cash and Support to Calm Financial Markets
  Bloomberg
• As New Coronavirus Spread, China’s Old Habits Delayed Fight
  NYT
• China’s Once-Hot Peer-to-Peer Lending Business Is Withering
  WSJ
• China steps in to support financial system as coronavirus spreads
  FT
• Global dealmaking gets off to sluggish start in 2020
  FT
• Tesla short-sellers take record losses in battle with Elon Musk
  FT

Saturday, February 1, 2020

General

• Earnings volatility set to kick in as coronavirus worries mount
  Reuters
• Coronavirus live updates: Death toll passes 250, China cancels tariffs on US virus prevention products
  CNBC
• US companies suspend China operations, restrict travel as coronavirus outbreak becomes global crisis
  CNBC
• Travel curbs mount on China as virus toll rises
  Reuters
• China central bank sees temporary economic impact from virus, pledges support measures
  Reuters
• Apple to close all China mainland stores due to virus outbreak
  Reuters
• Factbox: Companies feel impact of coronavirus outbreak in China
  Reuters
• India raises import taxes in move set to spook some foreign firms
  Reuters
• China Vows Financial Stability With Markets Bracing for Selloff
  Bloomberg
• China Travel Curbs Widen With Global Virus Contagion Fears Rising
  Bloomberg
• India Stocks Fall as Country Slashes Taxes, Widens Budget Deficit
  Bloomberg
• In Virus-Hit China, Markets Brace for a Fall as Authorities Urge Calm
  WSJ
• Investors give up stocks for bonds despite frothy returns
  FT