Daily News Links

8394 posts

Tuesday, April 30, 2019

Evening

• S&P 500 posts best four-month run in nearly nine years; Apple jumps after hours
  Reuters
• Trump, Democrats agree to spend $2 trillion on U.S. infrastructure
  Reuters
• Trump calls on Fed to cut rates by 1% and urges more quantitative easing
  CNBC
• Trump's Fed pick Moore faces mounting lawmaker doubts
  Reuters
• Venezuela's Guaido calls for uprising but military loyal to Maduro for now
  Reuters
• White House Says It's Ready to Walk If No China Trade Deal Soon
  Bloomberg
• Guaido's High-Risk Gamble Flops as Maduro Keeps Grip on Military
  Bloomberg
• Investors should not get carried away by the big China rally
  FT
• Beijing yearns to convey image of strong Chinese state
  FT

General

• Wall Street pauses after record run as Alphabet tumbles
  Reuters
• Fed likely to underscore a message: No rates hikes in 2019
  AP
• Home prices continued to grow at a slower rate in February: S&P Case-Shiller
  CNBC
• U.S. pending home sales rise in March
  Reuters
• U.S. labor costs increase moderately in first quarter
  Reuters
• China April factory growth unexpectedly slows as economy struggles for traction
  Reuters
• Growth in China's services activity slows in April: official PMI
  Reuters
• Euro zone growth beats expectations as Italy edges out of recession
  CNBC
• Canada economy unexpectedly shrinks in Feb, mining and rail transport weaker
  Reuters
• German inflation accelerates to 2.1 pct in April, exceeding ECB target
  Reuters
• Guards repel assault on Libya's biggest oilfield as Tripoli battle rages
  Reuters
• China's Xi appeals to youth patriotism on centenary of student protests
  Reuters
• Venezuela’s Guaido says troops join him for coup; government says it is firmly in control
  Reuters
• Warning Signs Are Flashing in China's Stock Market After Surge
  Bloomberg
• China Triple Whammy Sees Stocks, Bonds, Yuan All Sink in April
  Bloomberg
• History Haunts Emerging Markets on Turkey-Contagion Anniversary
  Bloomberg
• How Will the Fed Fight the Next Recession? It’s Trying to Figure That Out Right Now
  NYT
• Inflation Is Likely to Fuel Discussion as Fed Officials Meet
  WSJ
• Turkey’s reliance on credit sends warning to other nations
  FT

Monday, April 29, 2019

Evening

• Wall Street climbs as tame inflation data supports dovish Fed
  Reuters
• Argentina's peso rises after central bank signals more dollar sales
  Reuters
• The Fed is looking at a new program that could be another version of ‘quantitative easing’
  CNBC
• U.S. consumer spending roars back, but inflation tame
  Reuters
• Strong U.S. growth, weak inflation leave Fed stuck happily on hold
  Reuters
• Pelosi, Schumer tell Trump infrastructure needs ‘massive’
  AP
• San Francisco Bay Area home prices fall for the first time in 7 years
  CNBC
• One in Seven Homes in Japan Is Empty
  Bloomberg

General

• Global shares turn flat as sentiment wanes
  Reuters
• U.S. consumer spending posts biggest gain since 2009
  Reuters
• Core personal consumption expenditures index unchanged in March, vs 1.7% increase expected
  CNBC
• Mnuchin hopes latest talks may seal U.S.-China trade deal
  Reuters
• As trade talks reach endgame, U.S.-China ties could hinge on enforcement
  Reuters
• U.S. sanctions on Iran, Venezuela set up crunch for heavier oil
  Reuters
• U.S.-China Talks to Resume With Significant Issues Unresolved
  Bloomberg
• Spain's Socialists, short of majority, weigh partners for forming government
  Reuters
• Two U.S. Navy warships sail through strategic Taiwan Strait
  Reuters
• Libyan forces push back against Haftar in house-to-house battles
  Reuters
• Global military spending at new post-Cold War high, fueled by U.S., China - think-tank
  Reuters
• Euro-Area Economic Confidence Slips to Lowest Since 2016
  Bloomberg
• U.S. Warns China Over Civil Forces in South China Sea, FT Says
  Bloomberg
• How Giants Fall in China
  Bloomberg
• Trump’s New Nafta Faces Mounting Resistance in Democratic House
  WSJ
• Negative Yields Deepen Along With Europe’s Problems
  WSJ
• Weak US inflation scrambles debate on Fed’s next rates move
  FT
• Debt investors should look out for China’s east-west divide
  FT

Sunday, April 28, 2019

Evening

• Spanish voters put Socialists in pole position to regain power
  Reuters
• Trump's Fed pick Moore not planning to drop out of Fed consideration: interview
  Reuters
• Friend-or-Foe Fed Vexes Emerging Markets as Dollar Holds Sway
  Bloomberg
• Brexit threatens pound’s status as global currency, surveys says
  FT

General

• Trump pressed Japan's Abe to build more vehicles in the U.S.
  Reuters
• Spanish voter turnout at 41.4 percent at 2 p.m. - higher than in 2016 election
  Reuters
• U.S. general says will ensure necessary resources to counter Iran
  Reuters
• Xi Jinping's Wins and Losses at His Second Belt and Road Forum
  Bloomberg
• China’s Spying Poses Rising Threat to U.S.
  WSJ
• The unbreakable, unsustainable eurozone
  FT
• China, the US and trade in a dog-eat-dog world
  FT
• US warns China on aggressive acts by fishing boats and coast guard
  FT

Saturday, April 27, 2019

General

• China's Xi touts more than $64 billion in Belt and Road deals
  Reuters
• China's industrial profits pick up in March with 13.9 percent rise
  Reuters
• 5 things to know about Spain’s snap elections
  Vox
• Hedge Funds Are Shorting the VIX at a Rate Never Seen Before
  Bloomberg
• How a political comeback has rattled Argentina’s assets
  FT

Friday, April 26, 2019

General

• Wall Street dips as technology stocks weigh
  Reuters
• Oil drops 3 percent after Trump again tells OPEC to lower prices
  Reuters
• Volatile trade, inventories boost U.S. growth to 3.2 percent in first quarter
  Reuters
• U.S. April auto sales seen falling as higher prices keep away young buyers: J.D. Power, LMC Automotive
  Reuters
• Xi tells world leaders he’s committed to reforming China, but provides few details
  CNBC
• China seeks to allay fears over Belt and Road debt risks
  Reuters
• Deutsche Bank lowers outlook as revenues disappoint
  AP
• North Korean leader warns of a return to tension, blames U.S. 'bad faith'
  Reuters
• China’s Xi Signals Approval for Trump’s Trade War Demands
  Bloomberg
• Central Banks Have Broken Capitalism
  Bloomberg
• China Retools Vast Global Building Push Criticized as Bloated and Predatory
  NYT
• The Euro’s Bad Year Just Keeps Getting Worse
  WSJ
• Bitfinex Used Tether Reserves to Mask Missing $850 Million, Probe Says
  WSJ
• China’s Xi Vows New Direction for ‘Belt and Road’ After Criticism
  WSJ
• Global gloom sweeps car industry as market stalls
  FT
• Germany’s big banks are left grasping for answers
  FT
• Turkey confirms March ramp-up in short-term borrowing
  FT
• Dead calm in currency markets unnerves investors
  FT

Thursday, April 25, 2019

Evening

• S&P 500 flat as losses in industrials offset gains in Facebook, Microsoft
  Reuters
• Strong dollar sends emerging currency index to three-month low
  Reuters
• Growth worries keep German 10-yr yield below zero, Italy suffers
  Reuters
• Trump says China's Xi will soon come to White House
  Reuters
• Japan tells U.S. can't link monetary policy to trade: finance minister Aso
  Reuters
• Trump administration sidelines offshore drilling plan: WSJ
  Reuters
• Investors take 'Spring Break' from risk assets, pulling cash from junk-bond funds
  Reuters
• Americans' Stress, Worry and Anger Intensified in 2018
  Gallup
• World Trade Volumes Are Plunging at the Fastest Pace in a Decade
  Bloomberg
• Farming Veteran Warns China's Pig Crisis Only Getting Worse
  Bloomberg
• Turkish markets weaken on central bank reluctance to raise rates
  FT

General

• World stocks slip, euro suffers, growth fears linger
  Reuters
• Lira Falls as Central Bank Removes Pledge for Further Tightening
  Bloomberg/Investing.com
• U.S. weekly jobless claims post biggest rise in 19 months
  Reuters
• US durable goods orders up solid 2.7% in March
  AP
• BOJ commits to very low rates at least through spring 2020, keeps policy steady
  Reuters
• White House voices support for embattled Fed choice
  AP
• Deutsche Bank-Commerzbank merger talks collapse
  CNBC
• China central bank says no intent to tighten or relax monetary policy
  Reuters
• Spain election dominated by uncertainty, splintered right
  AP
• China Dollar Bond Default Tests Bank Guarantees for First Time
  Bloomberg
• China Sovereign Bonds Go From Market Darling to Asia's Worst Bet
  Bloomberg
• Exclusive: Iran's Zarif believes Trump does not want war, but could be lured into conflict
  Reuters
• Putin says U.S. guarantees unlikely to prompt North Korea to de-nuclearize
  Reuters
• New missile gap leaves U.S. scrambling to counter China
  Reuters
• Fed Shift Shakes Up World of Speculative Debt
  WSJ
• Hedge-Fund Honcho Kyle Bass Takes Aim at Hong Kong ‘Time Bomb’
  WSJ
• Junk-rated energy debt rises on crude revival
  FT
• Is Munich’s property the biggest bubble risk in Europe?
  FT
• Putin woos Kim at Vladivostok summit as US talks founder
  FT

Wednesday, April 24, 2019

Evening

• Wall Street edges lower in mixed earnings day
  Reuters
• Treasuries - U.S. yields lower on soft global data, after strong auction
  Reuters
• Trump renews threat to close Mexican border, send more troops
  Reuters
• Iran's Zarif warns U.S. of 'consequences' over oil sanctions, Strait of Hormuz
  Reuters
• South Korea economy unexpectedly contracts in first quarter, worst since global financial crisis
  Reuters
• Mortgage Traders Breathe Easier as the Risk of a Refinancing Wave Ebbs
  Bloomberg
• Fannie and Freddie’s Uncertain Future, Explained
  WSJ

General

• Wall Street dips after mixed earnings
  Reuters
• Oil dips on well supplied markets despite tighter Iran sanctions
  Reuters
• Lighthizer, Mnuchin to hold trade talks next week in Beijing -White House
  Reuters
• Weekly mortgage applications fall as the highest rates in a month are spooking spring buyers
  CNBC
• China's economy still faces downward pressure: premier
  Reuters
• China to recalibrate Belt and Road, defend scheme against criticism
  Reuters
• Struggling industry saps German business morale as trade woes bite
  Reuters
• Explainer: Securing the 5G future - what's the issue?
  Reuters
• Hedge funds bet big on spike in U.S. gasoline prices: Kemp
  Reuters
• Boeing pulls 2019 forecast, suspends buybacks
  AP
• China Injects Loans While Avoiding Broad Easing
  Bloomberg
• China navy chief takes dig at U.S. freedom of navigation patrols
  Reuters
• ‘Extreme’ Stock-Valuation Gap Looms Over Gravity-Defying Rally
  Bloomberg
• The Fed’s Dual Mandate Is Outdated
  Bloomberg
• The Real Crisis Risk at the ECB
  Bloomberg
• Made in China, Exported to the World: The Surveillance State
  NYT
• Deutsche Bank Considers Forming ‘Bad Bank’
  WSJ
• China tech groups delay IPOs as US tensions bite
  FT

Evening

• S&P 500, Nasdaq hit record closing highs on upbeat earnings
  Reuters
• Oil surges amid OPEC caution to offset Iran sanctions
  Reuters
• The Fed’s key interest rate keeps climbing higher, and that could become a problem
  CNBC
• Sanctions on Iranian oil bring U.S. drivers pain at the pump
  Reuters
• Libyan forces push back Haftar's troops south of Tripoli: witnesses
  Reuters
• Exchange-traded bond funds crash through $1tn in assets
  FT