Daily News Links

8602 posts

Friday, January 3, 2020

General

• Wall Street falls after U.S. kills top Iranian commander
  Reuters
• Oil, safe havens surge as U.S. strikes kill Iranian commander
  Reuters
• Brent jumps nearly $3 after U.S. air strike kills Iran, Iraq officials
  Reuters
• Dollar stumbles to nine-week low against safe-haven yen as Mideast tensions flare
  Reuters
• Iran vows to avenge U.S. killing of top commander Soleimani
  Reuters
• Reactions to the killing of Iranian general in a U.S. air strike
  Reuters
• ‘Dangerous escalation’ and ‘severe revenge’: The world responds to the US killing of Iran’s top general
  CNBC
• Fears of new conflict rise after US kills Qasem Soleimani, a top Iranian general, in strike on Baghdad airport
  Military Times
• U.S. farmers see another bleak year despite Phase 1 trade deal
  Reuters
• Gold Climbs as Middle East Tensions Rise After U.S. Airstrike
  Bloomberg
• Chinese Developer Offers Discounts for Apartments Over Chinese New Year
  Bloomberg
• U.S. Strike Ordered by Trump Kills Key Iranian Military Leader in Baghdad
  WSJ
• U.S. Killing of Iranian Military Leader Threatens Its Ties With Key Ally Iraq
  WSJ
• US-China financial war is just beginning to take shape
  FT

Thursday, January 2, 2020

Evening

• U.S. says it kills top Iranian commander Soleimani in air strike
  Reuters
• Wall Street starts 2020 with new records on China stimulus, trade hopes
  Reuters
• Oil edges up on Mideast tensions, trade optimism
  Reuters
• Competition for housing is so high, the spring market is starting now
  CNBC
• U.S. oil deals hit five-year high in 2019 on Occidental's blockbuster Anadarko buy
  Reuters
• U.S. sees signs Iran or proxies may be planning more attacks: Pentagon chief
  Reuters
• Australian navy races to rescue thousands as new fire threat looms
  Reuters
• S&P Takes Most Bearish Stance on U.S. Corporate Debt Since 2009
  Bloomberg
• Drug Prices Climb by 5.8% on Average, Less Than Last Year
  WSJ
• Check Your Optimism—China’s Slowdown Isn’t Over
  WSJ

General

• New year cheer for stocks as rally rumbles on
  Reuters
• Gold edges higher after logging biggest yearly gain since 2010
  MarketWatch
• Oil climbs on U.S.-China trade optimism, Middle East tensions
  Reuters
• China Dec factory activity expands more slowly but confidence jumps-Caixin PMI
  Reuters
• UK manufacturing output slides at fastest rate since 2012: PMI
  Reuters
• Decade of Debt: Federal Debt Up More Than $10 Trillion in 2010s
  CNS
• U.S. shale producers to tap brakes in 2020 after years of rapid growth
  Reuters
• Iran not heading to war but not afraid of conflict: military commander
  Reuters
• Hundreds arrested in Hong Kong in New Year's Day protests: police
  Reuters
• Erdogan says up to 250,000 Syrians flee toward Turkey as crisis worsens
  Reuters
• Australian authorities steer mass evacuation as wildfires raze holiday towns
  Reuters
• Why China’s Debt Defaults Are Picking Up Yet Again
  Bloomberg
• Even $8.7 Trillion Bond Rollover Can’t Solve Safe-Asset Drought
  Bloomberg
• The Dollar’s Losses May Just Be Getting Started
  Bloomberg
• Tracking the Escalating Conflict Between the U.S. and Iran
  Bloomberg
• Energy Producers’ New Year’s Resolution: Pay the Tab for the Shale Drilling Bonanza
  WSJ
• Asia’s Factory Output Stabilizes as Europe’s Slump Deepens
  WSJ
• Grim repo: how the Fed plans to return crucial market to normal
  FT
• Beijing’s delicate balancing act relies on job creation
  FT

Wednesday, January 1, 2020

General

• China cuts banks' reserve ratios again, frees up $115 billion to spur economy
  Reuters
• Small business pay checks are growing at a fast pace as job gains slow
  CNBC
• China's central bank says economic growth resilient despite large pressure
  Reuters
• Protesters burn security post at U.S. Embassy in Iraq; Pentagon sending more troops to region
  Reuters
• Taiwan leader rejects China's offer to unify under Hong Kong model
  Reuters
• Kim says North Korea to show 'new strategic weapon,' leaves room for talks
  Reuters
• Twelve dead, several missing as Australia counts the cost of devastating bushfires
  Reuters
• China’s Monetary Policy Eases Into the New Year
  WSJ
• As the efficient markets hypothesis turns 50, it is time to bin it
  FT

Tuesday, December 31, 2019

Evening

• Global stocks end 2019 near record highs, dollar slides
  Reuters
• U.S. stocks end firm to cap a banner year, decade
  Reuters
• Treasuries - Bonds on track to post best year since 2014
  Reuters
• Oil posts biggest yearly rise since 2016
  Reuters
• Fed sees small take-up of repo, rates fall for year-end
  Reuters
• Protesters demonstrate at U.S. embassy in Iraq in new test for Trump
  Reuters
• U.S. Stocks Rally to Cap Best Year Since 2013: Markets Wrap
  Bloomberg
• Nasdaq Caps a $7 Trillion Decade With Its Best Rally In 10 Years
  Bloomberg
• High-Grade Issuers to Sell $120 Billion of Debt in January Spree
  Bloomberg
• Student Housing Party on Wall Street May Be Over
  WSJ
• Fed curbs repo volatility on final day of 2019
  FT

General

• Global stocks end 2019 close to record highs
  Reuters
• Oil falls but on track for biggest yearly rise since 2016
  Reuters
• Trump says he will sign ‘phase one’ China trade deal on Jan. 15 at the White House
  CNBC
• Fed sees small takeup of repo, rates steady for critical year-end
  Reuters
• Home-price growth accelerated in October on the heels of low mortgage rates
  MarketWatch
• China outbound M&A plummets to 10-year low on trade tensions, economic slowdown
  Reuters
• China's factory activity grows as easing trade spat revives demand
  Reuters
• China's service sector activity grows at slower pace in December: official PMI
  Reuters
• From opioid deaths to student debt: A view of the 2010s economy in charts
  Reuters
• Trump blames Iran for 'orchestrating' attack on U.S. embassy in Iraq
  Reuters
• Thousands of people trapped in Australian coastal town by huge wildfires
  Reuters
• U.S. Home Prices Rise Most in Five Months as Markets Strengthen
  Bloomberg
• Fed Wins Year-End Repo Battle, But War to Control Rates Drags On
  Bloomberg
• Wild Year in China Markets Ends With Record Defaults and Dull Yuan
  Bloomberg
• US companies power a surge in megadeals in 2019
  FT
• End of the party: why Lebanon’s debt crisis has left it vulnerable
  FT
• The eurozone’s tectonic plates are shifting
  FT

Evening

• Wall Street slips from records as investors lock in year-end gains
  Reuters
• Treasuries - Yield curve steepest since October 2018
  Reuters
• Dollar falls in thin trade on lower safe-haven demand
  Reuters
• Residents warned it's 'too late to leave' parts of Australia's Victoria state as fires rage
  CNN
• Iraq condemns U.S. air strikes as unacceptable and dangerous
  Reuters
• Turkey may send allied Syrian fighters to Libya: sources
  Reuters
• Flash-Crash Risks Are Back as Japan Shutters for Six-Day Holiday
  Bloomberg
• North Korea Signals Escalation Ahead of Kim’s Big Speech
  Bloomberg
• After a Tumultuous Decade, Bond Investors See Rocky Times Ahead
  WSJ
• Small Businesses Rush to Borrow Online, Sparking Fears of High Rates, Costly Terms
  WSJ

Monday, December 30, 2019

General

• World stocks hold onto gains, dollar under pressure
  Reuters
• Repo rate steady before year-end
  Reuters
• Treasuries - Yields rise, yield curve steepest since October 2018
  Reuters
• Oil rises to three-month high on upbeat data, Middle East tension
  Reuters
• The Decade of Debt: big deals, bigger risk
  Reuters
• The decade that saw volatility trading come of age
  Reuters
• China rate switch to ease funding costs, but banks not ready to pass cut along
  Reuters
• China's 2019 retail sales to rise 8%: commerce ministry
  Reuters
• The Fed could face a possible ‘inflation scare’ in 2020 with commodity prices on the rise
  CNBC
• Hedge Funds to Record More Closures Than Launches for Fifth Straight Year
  Bloomberg
• California Is Booming. Why Are So Many Californians Unhappy?
  NYT
• The Deals and Dealmakers That Made the Year in M&A
  WSJ
• In Battle to Recruit New Quants, Hedge Funds Outpay Banks
  WSJ
• China Is Taking No Chances With Stagflation
  WSJ
• Why market faith in US-China trade deal is misplaced
  FT
• Bond ETFs gain traction in the great rotation to passive investing
  FT

Sunday, December 29, 2019

Evening

• Key reports to watch for this week as the S&P aims for its best year in 2 decades
  CNBC
• North Korea's Kim stressed 'positive and offensive security measures' at key party meeting
  Reuters
• Russia, China to hold more U.N. talks on lifting North Korea sanctions: diplomats
  Reuters
• China's $44 Trillion Market Is Opening Up. Here's What to Watch in 2020
  Bloomberg

General

• China commerce ministry says it has proactively dealt with U.S. trade frictions
  Reuters
• The bankruptcies that rocked the retail industry in 2019
  CNBC
• U.S. monitoring North Korea closely, finds situation concerning: White House
  Reuters
• Turkey speeds up Libya troop deployment deal to prevent slide into 'chaos'
  Reuters
• Trading a Dove for Two Hawks: A Look at the Fed’s 2020 Voters
  Bloomberg
• The Bedrock of Ultra-Low Yields Is at Risk
  Bloomberg
• 2019: The Year of IPO Disappointment
  WSJ
• China’s impending Minsky moment
  FT
• China’s authoritarian turn is a challenge for the world
  FT
• Goldman and JPMorgan tweak repo operations to limit Basel impact
  FT

Saturday, December 28, 2019

General

• China to switch benchmark for floating-rate loans to lower funding costs
  Reuters
• China to Scrap Benchmark Lending Rate in Shift to New System
  Bloomberg
• Leveraged-Loan Downgrades Signal Cracks in Corporate-Debt Rally
  WSJ
• Bills Come Due for China’s Local Governments
  WSJ
• China 2020: Trade Risks Become Debt Risks
  WSJ
• As China’s Troubles Mushroom, Xi Collects a Special Title
  WSJ

Evening

• S&P 500, Dow eke out records; Nasdaq win streak ends
  Reuters
• Japan revises Fukushima cleanup plan, delays key steps
  AP
• Gold Registers Best Week Since August After Rally Gathers Pace
  Bloomberg
• Bizarre Fortunes Flourish as World’s Richest Gain $1.2 Trillion
  Bloomberg
• Stocks Are on the Verge of the Best Year Since 1997
  NYT