Daily News Links

8602 posts

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

Wednesday, November 27, 2019

Evening

• Trump approves legislation backing Hong Kong protesters
  Reuters
• Strong data, trade optimism propel Wall Street to record levels
  Reuters
• Treasuries - Yields rise on strong capital goods orders
  Reuters
• Emerging Markets - Latam FX hit by strong dollar; growing unrest knocks down Chilean, Colombian peso
  Reuters
• Federal Debt Up $1.3 Trillion Since Last Thanksgiving; $10,137 Per Household
  CNS
• U.S. economy growing modestly, labor market still tight: Fed report
  Reuters
• Violence in Chile resurges, peso plunges to historic low
  Reuters
• Iran, Russia, China to Hold Joint Wargames in ‘Message to the World’
  Free Beacon
• Trump Signs Hong Kong Bill That Will Strain Relations With China
  Bloomberg

General

• Global stocks nearing record highs on trade hopes
  Reuters
• Dollar boosted by trade deal optimism, Swedish crown hits 4-month high
  Reuters
• US GDP rose 2.1% in the third quarter, vs 1.9% reading expected
  CNBC
• US durable goods orders rebound in October, rising 0.6%
  CNBC
• Weekly mortgage refinance applications surge over 300% from a year ago, but there’s a catch
  CNBC
• China Faces Biggest State Firm Offshore Debt Failure in 20 Years
  Yahoo/Bloomberg
• Global Risk Binge Gives Central Bankers Cause to Shudder
  Yahoo/Bloomberg
• China's industrial profits post steepest fall in eight months
  Reuters
• China front-loads $142 billion in 2020 local government bonds to spur growth
  Reuters
• How Trump just upped the ante with China over trade deal: expert panel
  FOX
• Global Risk-Taking Binge Is Worrying Central Banks
  Bloomberg
• Can the Fed Slowly Deflate the Credit Bubble?
  Bloomberg
• David Solomon, Stephen Schwarzman Prepare for Biggest 2020 Risks
  Bloomberg
• Never in the History of the Euro Has Volatility Been This Low
  Bloomberg
• UBS Trader Hits Pay Dirt With Chinese Junk Debt
  WSJ
• China’s bank funding under pressure as financial confidence drops
  FT

Tuesday, November 26, 2019

Evening

• Stocks eke out another record as Best Buy leads retailers higher
  CNBC
• Trump says near deal with China, but U.S. also has eye on Hong Kong
  Reuters
• U.S. banking sector profits dip 7.3 percent to $57.4 billion in third-quarter 2019: FDIC
  Reuters
• U.S. New-Home Sales Post Two Best Months in More Than 12 Years
  Bloomberg
• ‘Bleak’ U.N. Report Finds World Heading to Climate Catastrophes
  NYT
• Fed's Brainard Sees Solid Economy, Backs Big Strategy Change
  Bloomberg
• China’s Economy Slows for Seventh Month, Early Indicators Show
  Bloomberg
• China’s $40 Trillion Man Has the Toughest Job in Global Finance
  Bloomberg

General

• Wall Street hits new record high on Disney, Best Buy
  Reuters
• World stocks edge off highs to await U.S.-China progress
  Reuters
• Dollar hits two-week high on yen, yuan up after China-U.S. trade call
  Reuters
• China trade deal close, sticking points remain: White House adviser
  Reuters
• China’s top trade negotiator Liu He talks to Lighthizer, Mnuchin about ‘resolving core issues’
  CNBC
• New home sales slipped 0.7% in October but remain solid
  AP
• Home price gains accelerate in September, S&P Case-Shiller Index says
  CNBC
• U.S. goods trade deficit narrows sharply in October
  Reuters
• Exclusive: China sets up Hong Kong crisis center in mainland, considers replacing chief liaison
  Reuters
• Hong Kong's Lam appeals for calm but offers no concessions after election drubbing
  Reuters
• China Faces Biggest State Firm Offshore Debt Failure in 20 Years
  Bloomberg
• Fed's Powell Says U.S. Economy's Glass Is ‘More Than Half Full’
  Bloomberg
• China’s Shifting Approach to Bank Bailouts
  Bloomberg
• Fed Chair Powell Says a Solid Labor Market Could Get Even Stronger
  NYT
• China Stays Upbeat About Trade Deal With U.S.
  WSJ
• Powell Says Fed’s Rate Cuts Reflect More Bearish View of Economy
  WSJ
• Silicon Valley Adjusts to New Reality as $100 Billion Evaporates
  WSJ
• China central bank warns over rising household debt levels
  FT
• Repo: How the financial markets' plumbing got blocked
  FT
• Boomtime back as dealmaking hits $70bn in a day
  FT
• Yield-crazed investors pile into US subprime car loans
  FT
• China’s special-purpose bonds fall short of Beijing’s ambitions
  FT

Monday, November 25, 2019

Evening

• S&P 500, Nasdaq hit new highs as chips climb on trade optimism
  Reuters
• China and U.S. moving closer to trade deal, but no agreement on tariff rollbacks: report
  Reuters
• Fed economists warn of ‘economic ruin’ if Modern Monetary Theory policies are ever adopted
  CNBC
• Bitcoin sinks to lowest level since May, falling $3,000 in a month as China accelerates crackdown
  CNBC
• ‘Cheap’ End-of-Year Funding Fuels Demand for Fed Repo Operation
  Bloomberg
• Over 13% of China’s Banks Are Highly Risky, Central Bank Says
  Bloomberg
• Fed Officials Close to Filling Two Top Markets Jobs
  WSJ

General

• World shares climb on trade hopes
  Reuters
• Dollar boosted by trade progress signs, Brexit promise lifts sterling
  Reuters
• Oil kicks off week with gains on fresh hopes for U.S.-China trade talks
  Reuters
• Trump says administration to take 'good look' at Hong Kong rights bill
  Reuters
• China central bank warns high financial risks amid rising economic headwinds
  Reuters
• Fresh headache for China after Hong Kong democrats rout pro-Beijing candidates
  Reuters
• Britain is a dangerous mess, former PM Blair says
  Reuters
• Special report: ‘Time to take out our swords' - Inside Iran’s plot to attack Saudi Arabia
  Reuters
• Taiwan ruling party says China 'enemy of democracy' after meddling allegations
  Reuters
• Greenhouse gases accelerate to new peak in 2018, U.N. says
  Reuters
• A Booming Corner of Private Credit Has Some Investors on Edge
  Bloomberg
• China’s Tewoo Seeks Debt Haircut of Up to 64% on Dollar Bonds
  Bloomberg
• Pro-Democracy Forces in Hong Kong Bolstered by Huge Election Win
  Bloomberg
• Beware the dawn of the corporate dead
  FT

Sunday, November 24, 2019

Evening

• Asia shares bounce, hope for best on U.S.-China trade
  Reuters
• U.S. Stock Futures Rise as Trade News Considered: Markets Wrap
  Yahoo/Bloomberg
• No 'phase two' U.S.-China deal on the horizon, officials say
  Reuters
• Hong Kong democrats cheer landslide victory in local elections amid political crisis
  Reuters
• China State Media Steps Up U.S. Criticism for Hong Kong Meddling
  Bloomberg
• Utilities Targeted in Cyberattacks Identified
  WSJ
• European banks slash $280bn from main US businesses
  FT

General

• US wants China trade deal but won’t turn blind eye to Hong Kong, Trump national security advisor says
  CNBC
• Still hope for U.S.-China deal this year: U.S. official
  Reuters
• Hong Kong vote hits record amid calls for democracy
  CNBC
• Why are markets ignoring escalating conflict in Hong Kong?
  MarketWatch
• China meddling allegations roil Taiwan election campaign
  Reuters
• China to Raise Penalties on IP Theft in Trade War Compromise
  Bloomberg
• Negative Rates Can Do a Lot More Damage Yet: a Nordic Warning
  Bloomberg
• Stocks Run Gantlet of Bad News to Record Highs
  WSJ
• U.S. Firms Pull Back on Investment
  WSJ
• Firms Warn of Risks in Plan to Take Fannie Mae, Freddie Mac Private
  WSJ

Saturday, November 23, 2019

General

• China attacks U.S. at G20 as the world's biggest source of instability
  Reuters
• Iran faces its most critical moment since the 1979 Revolution
  CNBC
• Time to calm down': Hong Kong protests simmer ahead of local elections
  Reuters
• California’s Housing Crunch is Pushing Developers Deeper into Dangerous Fire Zones
  Bloomberg
• Fed Adds $80.6 Billion to Financial System in Latest Repo Transactions
  WSJ

Friday, November 22, 2019

General

• Stocks edge higher as China fuels trade deal optimism
  Reuters
• Oil holds near two-month high on OPEC+ extension expectations
  Reuters
• Trump says trade deal with China is ‘very close’
  CNBC
• China’s Xi says Beijing wants trade deal, can ‘fight back’
  AP
• ECB can't be complacent about bubble risks: Weidmann
  Reuters
• U.S. warships sail in disputed South China Sea, angering China
  Reuters
• U.S. says concerned about China's attempts to influence Taiwan's presidential vote
  Reuters
• Dispute between Japan and South Korea overshadows G20 meetings
  Reuters
• China’s Xi Stresses Need for ‘Mutual Respect and Equality’ in Trade Deal
  Bloomberg
• Lack of Credit Is Latest Blow to the Struggling Shale Industry
  Bloomberg
• Bankers Say Hong Kong's Rich Are Planning Escape Routes for Their Cash
  Bloomberg
• Japan Needs to Do More to Fix China’s Image Problem, Xi Says
  Bloomberg
• Lenders Brace for Private-Equity Loan Defaults
  WSJ
• Bridgewater Bets Big on Market Drop
  WSJ
• Tens of Thousands Take to Streets as Latin American Protests Spread to Colombia
  WSJ
• Bond markets no longer care very much about deficits
  FT