Daily News Links

8394 posts

Tuesday, April 23, 2019

General

• Upbeat earnings boost Wall Street
  Reuters
• Oil hits highest since November as U.S. to tighten Iran sanctions
  Reuters
• Italian bond yields hit seven-week high as govt tensions grow, rating review looms
  Reuters
• U.S. new home sales rise to near one-and-a-half-year high
  Reuters
• Trump vows to ‘reciprocate’ against EU tariffs after Harley reports nearly 27% drop in profit
  CNBC
• Fed Seems Resigned to Bubble Risk in Effort to Extend Expansion
  Bloomberg
• North Korea's Kim Jong Un to meet Putin in Russia on Thursday: report
  Reuters
• How China is replacing America as Asia’s military titan
  Reuters
• As Herman Cain Bows Out of Fed Contention, Focus Shifts to Stephen Moore
  NYT
• A Vicious, Untreatable Killer Leaves China Guessing
  NYT
• Traders Wager on Calm as Volatility Evaporates
  WSJ
• China’s Banks Are Running Out of Dollars
  WSJ
• Xi’s Unsteady Steps Revive Worries Over Lack of Succession Plan in China
  WSJ
• Tranquillity reigns but markets are scarred by last year’s mayhem
  FT
• China protests against renewed US sanctions on Iran crude oil
  FT
• Chinese slum demolitions reveal government debt strains
  FT

Monday, April 22, 2019

Evening

• Wall Street jogs in place in quiet trading session
  Reuters
• Oil jumps on U.S. plans to tighten Iran sanctions; dollar eases
  Reuters
• Treasuries -Steeper yield curve kicks off $237 bln auction week
  Reuters
• U.S. home sales tumble as supply constraints linger
  Reuters
• Medicare, Social Security face shaky fiscal futures
  AP
• San Francisco at ‘boiling point’ over tech, houses, homeless
  AP
• Boom market in small businesses shows signs of cooling
  AP
• Herman Cain withdraws from consideration for Fed seat, Trump says
  Reuters
• Sales of the cheapest and swankiest homes are tanking, but for very different reasons
  CNBC
• Recently Hot Housing Markets Now See Biggest Sales Declines
  Bloomberg
• America’s Elderly Are Twice as Likely to Work Now Than in 1985
  Bloomberg
• Social Security Costs to Exceed Income in 2020, Trustees Say
  WSJ
• What does the end of the US waiver on Iran’s oil exports mean?
  FT

General

• Stocks pull back ahead of earnings; oil stocks jump
  Reuters
• Oil hits 2019 high on U.S. plan to tighten squeeze on Iran
  Reuters
• China stocks fall from 13-month high on worries Beijing may slow policy easing
  Reuters
• Gold recovers from 4-month low, tracks oil price rally
  Reuters
• U.S. to announce end to Iran sanctions waivers, oil prices spike
  Reuters
• Why the US-China rivalry will not end with a trade deal
  BBC
• Beijing Just Undermined China's $2.5 Trillion Stock Rally
  Bloomberg
• Iran Raises Stakes in U.S. Showdown With Threat to Close Hormuz
  Bloomberg
• Trump’s Housing Agency Cracks Down on No-Money-Down Home Loans
  Bloomberg
• El-Erian: What’s Missing for a Market ‘Melt Up’
  Bloomberg
• As Stocks Climb, Some Investors Wonder When to Get Out
  WSJ
• Why American CEOs are worried about capitalism
  FT
• The rise of ‘super carry’ unsettles private equity investors
  FT
• Fatal fever ravages China’s pig farms and shakes global food markets
  FT
• Chinese stocks fall on fears of fresh ‘shadow banking’ purge
  FT
• Macro hedge funds hopeful the good times are back
  FT

Sunday, April 21, 2019

Evening

• Asia stocks firm, crude hits 5-month high on Iran sanctions report
  Reuters
• Strong stock and bond markets at odds over global growth
  Reuters
• Sudden Rush to Raise Cash in China Is Burning Stock Investors
  Bloomberg
• Tripoli forces push opponents back slightly south of Libyan capital-witnesses
  Reuters
• Trade Deal Alone Won’t Fix Strained U.S.-China Business Relations
  WSJ
• Perpetual Motion: Chinese State Companies Fine-Tune Their Financial Engineering
  WSJ
• Hold-up to state sell-offs curbs Italy’s plans to cut public debt
  FT
• China to showcase growing naval power with parade at sea
  FT

General

• Financial market 'pause party' makes Fed rate cut less likely
  Reuters
• In nod to debt concerns, China Belt and Road summit to urge sustainable financing
  Reuters
• Swiss Rates Can Be Lowered Further, SNB's President Says
  Bloomberg
• Air strikes and explosions hit Libyan capital
  Reuters

Saturday, April 20, 2019

General

• U.S. intelligence says Huawei funded by Chinese state security: report
  Reuters
• North Korea slams Bolton's 'dim-sighted' call for sign of denuclearization
  Reuters
• China to show new warships as Beijing flexes military muscle on navy anniversary
  Reuters
• Fed Officials Contemplate Thresholds for Rate Cuts
  WSJ
• ‘Non-transparent’ ETFs set to be a boon for fund managers
  FT

Friday, April 19, 2019

General

• Stocks Mixed in Holiday Hit Trading; Dollar Steady: Markets Wrap
  Bloomberg
• JGB yields rise as BOJ trims debt purchase amount
  Reuters
• U.S. housing starts fall to near to two-year low; permits weak
  Reuters
• Japan inflation edges higher but Bank of Japan still in a bind
  Reuters
• China will keep supporting economy as 'pressure' lingers: politburo
  Reuters
• BOJ Surprises With Cut to Bond Purchases Ahead of Japan Holidays
  Bloomberg
• What Trump Can (And Can't) Do to Steer Fed Policy
  Bloomberg
• China's Stock Investors Are Still Hooked on Economic Stimulus
  Bloomberg
• Why Is Everyone Worried About Turkey's Foreign Reserves?
  Bloomberg
• Crisis at China's JPMorgan Wannabe Deepens on Bond Defaults
  Bloomberg
• OPEC vs. Shale: the Battle for Oil Price Supremacy
  WSJ
• Fed’s Kaplan Says U.S. Growth Isn’t Likely to Change His Stance on Rates
  WSJ
• Chinese company endorsed by premier embroiled in $800m defaults
  FT

Thursday, April 18, 2019

Evening

• Wall Street closes slightly higher, industrials lead
  Reuters
• Stock ETFs, corporate bonds, junk debt enjoy another week of inflows
  Reuters
• Potential Fed nominee Cain says not withdrawing from consideration
  Reuters
• Mortar bombs land on Tripoli suburb as two-week battle rages on
  Reuters

General

• Poor PMIs wipe week's gains off global shares
  Reuters
• U.S. retail sales post biggest gain in one-and-a-half years in March
  Reuters
• U.S. weekly jobless claims lowest since 1969; unemployment rolls shrink
  Reuters
• Eurozone PMI Data Disappoint
  ShareCast
• Fed may need to buy more bonds than before crisis to manage U.S. rates: official
  Reuters
• Major automakers fear Trump 'grenade' - imposing U.S. auto tariffs
  Reuters
• State media says new tactical weapons test overseen by North Korean leader
  Reuters
• China's King of Debt Has a $35 Billion Fortune, Lots of Doubters
  Bloomberg
• U.S. says China steps up campaign to influence Taiwan, including vote
  Reuters
• Factory Slump Deals Euro-Area Economy Weak Second-Quarter Start
  Bloomberg
• The World's Most Miserable Economy Has Seven-Figure Inflation
  Bloomberg
• The Student-Debt Crisis Hits Hardest at Historically Black Colleges
  WSJ
• Bondholders take on forex risk as hedging costs soar
  FT
• CLO prices languish behind recovery in debt markets
  FT

Wednesday, April 17, 2019

Evening

• Wall Street dips as healthcare slide offsets chip boost
  Reuters
• U.S. labor market remains tight, economy continues to grow: Fed Beige Book
  Reuters
• Fed's Harker sees 'sound' economy, forecasts future rate hike
  Reuters
• Wall Street banks under pressure to make deeper cost cuts
  Reuters
• Fed Saw ‘Some Strengthening’ Amid Slight-to-Moderate Expansion
  Bloomberg
• U.S., China Set Tentative Timeline for Next Round of Trade Talks
  WSJ
• Turkey props up reserves with billions of dollars in short-term borrowing
  FT

General

• Comforting China data puts Wall Street records within reach
  Reuters
• Oil prices rise for a second day on China demand, U.S. stockpile drop
  Reuters
• U.S. trade deficit narrows to eight-month low in February
  Reuters
• U.S. purchase mortgage activity hits nine-year high: MBA
  Reuters
• China first quarter GDP growth steady at 6.4 percent year-on-year, beats expectations for slowdown
  Reuters
• China's March industrial output up 8.5 pct, fastest pace in over 4-1/2 years
  Reuters
• China's March property investment grows most in 8 months on looser policy
  Reuters
• German government halves 2019 growth forecast to 0.5%
  AP
• Satellite images may show reprocessing activity at North Korea nuclear site: U.S. researchers
  Reuters
• Powell Adopts an Inflation Stance Yellen Shunned
  Bloomberg
• China’s Strengthening Economy Bolsters Its Hand in Trump Trade Talks
  Bloomberg
• China Considers Stimulus to Boost Consumers, Ease Trade Risk
  Bloomberg
• A Property Boom Is Coming to China's Smaller Cities
  Bloomberg
• China’s Bond Market Reaches a Tipping Point
  Bloomberg
• German Economy Heads for Worst Growth in Six Years
  Bloomberg
• China Growth Beats Expectations Thanks to Humming Factories
  WSJ
• Bond sales running at record pace
  FT
• Sydney set for another year of falling house prices
  FT