Daily News Links

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Tuesday, April 2, 2019

Evening

• May gambles on talks with Labour to unlock Brexit, enraging her party
  Reuters
• Trump tells Fed chair Powell he is 'stuck' with him : WSJ
  Reuters
• Trump administration stands behind Fed nominee Moore: aide
  Reuters
• Trump says he's prepared to close Mexico border if necessary
  Reuters
• U.S. March and quarter one auto sales drop in weak start to 2019
  Reuters
• ‘The spigot turned off’: How the stock market fall clobbered corporate debt
  CNBC
• China’s stock market is up 27% this year, giving it new leverage in trade talks
  CNBC
• No End in Sight to Credit Market Roller Coaster
  Bloomberg
• Affordable Housing Crisis Spreads Throughout World
  WSJ
• Timely warnings about private equity debt levels
  FT

General

• Wall Street takes a breather, Walgreens slumps on profit warning
  Reuters
• Oil rises on Iran sanctions threat, Venezuela shutdown
  Reuters
• U.S. core capital goods orders slip in February, shipments unchanged
  Reuters
• Brexit: What just happened?
  BBC
• Manhattan real estate sales fall for sixth straight quarter — longest losing streak in 30 years
  CNBC
• Trend-Following Quants Taste Comeback Powered by Bond Mania
  Bloomberg
• U.S. disaster aid won't cover crops drowned by Midwest floods
  Reuters
• Congress fears Trump could stumble over next fiscal cliff
  Politico
• U.S. and Chinese Manufacturing Stabilize, While Europe Lags Behind
  WSJ
• Official Says White House Stands Behind Stephen Moore’s Fed Nomination
  WSJ
• Big Banks Reach for Small Deals as Merger Boom Slows
  WSJ
• What’s Driving Turkey’s Markets Wild, in Seven Charts
  WSJ
• Erdogan’s stumbles bring him to a fork in the road
  FT

Monday, April 1, 2019

Evening

• Upbeat data pushes Wall Street higher
  Reuters
• Oil rises to 2019 highs as demand outlook improves
  Reuters
• U.S. Treasuries Drop by the Most in 3 Months
  Bloomberg
• U.S. 3-month bills sold at lowest interest rate since late January
  Reuters
• British parliament weighs forcing May into a softer Brexit
  Reuters
• Nearly 5 million homeowners can now save money on their mortgages
  CNBC
• Why Corporate America’s profits are set to drop
  MarketWatch
• Leveraged Loans See Best Quarter Since 2010
  Bloomberg
• San Francisco Fed Says Banks Could Weather a Big Hit to Housing
  Bloomberg
• There’s a retirement crisis in America where most will be unable to afford a ‘solid life’
  CNBC
• Forex traders fret as sleepy markets slow to calmest in years
  Reuters
• Erdogan on track to lose Turkey's biggest cities in shock poll upset
  Reuters
• Venezuelans plan protests over power and water as rationing looms
  Reuters

General

• Shares surge on China's factory rebound, trade optimism
  Reuters
• Oil prices push higher as supply worries drive gains
  Reuters
• U.S. retail sales unexpectedly fall in February
  Reuters
• Survey: US manufacturing activity increased in March
  AP
• China’s factory activity unexpectedly grows in March, a private survey shows
  CNBC
• China's factory activity picks up slightly, but Asia broadly weak
  Reuters
• Analysts Downgrade China's Stocks at Fastest Clip Since 2011
  Bloomberg
• Euro zone factory activity contracts faster in March: PMI
  Reuters
• Germany's manufacturing recession worsens: PMI
  Reuters
• Eurozone economy gets double dose of bad news
  AP
• Italy's budget deficit and debt to rise in 2019, 2020, OECD says
  Reuters
• Draghi Points to Persisting Risks in Justifying Massive Stimulus
  Bloomberg
• Fed’s Kashkari Says It Isn’t Time to Cut Rates
  WSJ
• A Buyer’s Market? Hopes Rise With Falling Rates, More Homes for Sale
  WSJ
• This Time Probably Isn’t Different for Fannie, Freddie
  WSJ
• Gasoline Prices Creep Toward $3 a Gallon
  WSJ
• China’s Entrepreneurs Are Left High and Dry Despite a Flood of Credit
  WSJ
• BoJ’s dominance over ETFs raises concern on distorting influence
  FT
• Investments in bond-based ETFs head for $1tn landmark
  FT

Evening

• Stocks Gain, Yen Dips as China Eases Growth Worry: Markets Wrap
  Bloomberg
• Bond yield curveball stalls global stocks rally
  Reuters
• Japan big manufacturers' morale worsens in first-quarter: BOJ tankan
  Reuters
• Erdogan appears to concede Istanbul defeat after Ankara loss
  Reuters
• China’s Belt and Road property boom cools off
  FT
• Australian Property Slide Spreads on Lending Crackdown, Election
  FT

Sunday, March 31, 2019

General

• Fed policymakers do not want rate cuts, not even the doves
  Reuters
• China March factory activity grows for first time in four months, but exports weak
  Reuters
• UK's May risks "total collapse" of government in Brexit impasse - Sunday Times
  Reuters
• China's services activity quickens in March: official PMI
  Reuters
• The Bond Market Shuddered. Now We Find Out If That Was Justified
  Bloomberg
• Trump cuts aid to Central American countries as migrant crisis deepens
  Reuters
• Turks vote in local elections which could see Erdogan lose in big cities
  Reuters
• Taiwan condemns Beijing after Chinese jets cross maritime line
  Reuters
• ‘Fear of Missing Out’ Pushes Investors Toward Stocks
  WSJ
• Debt Investors at a Crossroads as Fed Pivots
  WSJ
• Global Deal-Making Gets Off to a Slow Start in 2019
  WSJ

Saturday, March 30, 2019

General

• All Brexit options are on the table -UK Conservatives chair
  Reuters
• U.S. investors seek comfort in flood of data
  Reuters
• Exclusive: More than 1 million acres of U.S. cropland ravaged by floods
  Reuters
• Brexit Descends Into Name-Calling, as Germany Derides U.K. Elite
  Bloomberg
• Global Bond-Market Investors Are Getting Really Nervous
  Bloomberg
• Exclusive: Trump eyeing stepped-up Venezuela sanctions for foreign companies - Bolton
  Reuters
• Lyft’s Shares Jump in Trading Debut, Cementing Rise of the Gig Economy
  NYT
• The 2019 IPO Frenzy Is Different From 1999. Really.
  WSJ

Friday, March 29, 2019

Evening

• Trade hopes spark Wall Street rally; S&P set for best quarter since 2009
  Reuters
• No-deal Brexit fears rise as parliament sinks May's deal
  Reuters
• Trump Scolds the Fed Over ‘Mistakenly Raised Interest Rates’
  Bloomberg
• White House advisor Larry Kudlow says Fed should ‘immediately’ cut rates
  CNBC
• White House wants Fed to reverse on policy -Kudlow
  Reuters
• Fed's Quarles: More rate hikes likely needed 'at some point' given outlook
  Reuters
• The ECB's Power Struggle Will All End in Tiers
  Bloomberg
• White House warns Russia over troops in Venezuela, threatens sanctions
  Reuters

General

• Global stocks rise on trade optimism, set for best quarter since 2012
  Reuters
• MPs reject May's EU withdrawal agreement
  BBC
• Oil prices set for biggest first-quarter gain since 2009 on U.S. sanctions, OPEC cuts
  Reuters
• New home sales rise to 11-month high in February
  Reuters
• U.S. consumer spending barely rises in January
  Reuters
• U.S., China hold 'constructive' trade talks in Beijing
  Reuters
• Brexit at a crossroads: May puts her deal to 'last chance' vote in parliament
  Reuters
• London house prices suffer their biggest drop in 10 years as Brexit fears bite
  CNBC
• Supercycle in U.S. Debt Helps to Curb Treasury Borrowing Costs
  Bloomberg
• U.S. bringing 'maximum pressure' on Venezuela: sanctions official
  Reuters
• Erdogan fights to hold Turkey's cities in bitter election battle
  Reuters
• How Tech Unicorns Are Raking In Cash but Losing Big Money
  WSJ
• The 4% Mortgage Is Back
  WSJ
• Stephen Moore’s Unusual Route to the Fed as a Political Warrior
  WSJ

Thursday, March 28, 2019

Evening

• Wall Street ends up as yields, trade optimism rise
  Reuters
• Mortgage rates see biggest weekly drop in a decade
  CNBC
• Turkey burns through a third of foreign reserves as lira plummets 5%
  Yahoo
• Kudlow says U.S. could lift some tariffs on China as part of trade deal
  Reuters
• Top economists give Trump’s Fed pick Moore a rocky reception
  AP
• John Williams Downplays Recession Fears, Stresses Flexible Fed Policy
  Bloomberg
• Wall Street's ‘Fear Gauge’ Defies Growth Panic Flashed in Bonds
  Bloomberg
• Turkey finance minister says share and bond markets expected to normalise in coming days
  Reuters
• Global Investors May Spur Change in China’s $13 Trillion Debt Market
  Bloomberg
• Lyft valued at $24.3 billion in first ride-hailing IPO
  Reuters
• Venezuela bars Guaido from holding public office for 15 years
  Reuters

General

• Global shares mixed as US, China set to resume trade talks
  AP
• Bond yields on the canvas, Turkey's lira on the ropes
  Reuters
• Oil falls as Trump calls on OPEC to boost output
  Reuters
• U.S. fourth-quarter GDP revised down; profits weak
  Reuters
• Exclusive: China makes unprecedented proposals on tech transfer, trade challenges remain - U.S. officials
  Reuters
• China will cut real interest rate levels, lower financing costs: Premier Li
  Reuters
• Trump's Warships Test China’s Red Lines as Trade Talks Grind On
  Bloomberg
• May's offer to quit fails to break Britain's Brexit stalemate
  Reuters
• Turmoil in Turkey's financial markets after currency crackdown
  UK Guardian
• Wall Street Sees Hurdles for Trump's ‘Vague’ Fannie-Freddie Plan
  Bloomberg
• Erdogan says Turkey must cut interest rates to fight inflation
  Reuters
• Russia says it sent 'specialists' to Venezuela, rebuffs Trump
  Reuters
• What’s behind the big bond rally?
  FT
• Turkey burns through foreign reserves to shore up lira
  FT
• February lending to eurozone businesses picks up
  FT

Wednesday, March 27, 2019

Evening

• Wall Street bogged down by growth worries, falling yields
  Reuters
• US 10-year Treasury yield touches new 14-month low as yield curve continues to flatten
  CNBC
• U.S. current account deficit hits 10-year high; firms bring back more foreign profits
  Reuters
• Brexit: Theresa May vows to stand down if deal is passed
  BBC
• Fed's George says wait-and-see approach needed for policy
  Reuters
• Homebuyers face far fewer bidding wars as the housing market cools off
  CNBC
• Investors Scramble for Liras as Turkish Swap Rates Touch 1,000%
  Bloomberg
• It’s Erdogan Against the Markets After JPMorgan Watershed
  Bloomberg
• German Bund Yields Drop Below Japan for First Time Since 2016
  Bloomberg
• Villeroy Says ECB Is Ready If the Euro-Area Downturn Worsens
  Bloomberg
• Trump tells Russia to get its troops out of Venezuela
  Reuters
• Fed Officials Push Back on Market’s Rate-Cut Belief
  WSJ
• Ten-Year Yield Drops Below 2.4%, Hitting Fresh Lows
  WSJ
• Turkish Markets in Turmoil as Key Elections Loom
  WSJ
• A leveraged loan bust will hurt less than subprime mortgages
  FT
• Investors in EM currencies walk a tightrope between risk and return
  FT

General

• Wall Street flat as global growth fears persist
  Reuters
• Turkish lira swap rates jump to 600 percent
  Ahval
• U.S. trade deficit narrows sharply as exports rebound
  Reuters
• Trump Fed nominee Moore says central bank should cut rates: NYT
  Reuters
• Here's Why U.S. Bond Yields Plunged So Much Over the Past Week
  Bloomberg
• China’s First Quarter Recovery Is Unmistakable, Beige Book Says
  Bloomberg
• China's industrial profits shrink most since late 2011
  Reuters
• A $17 Billion Funding Hole Looms for Developer Evergrande
  Bloomberg
• New Zealand Joins Dovish Shift as Governor Puts Rate Cut in Play
  Bloomberg
• European Central Bank ready to act if trouble hits economy
  AP
• ECB can delay rate hike again, mitigate negative rates if needed: Draghi
  Reuters
• After Only 86 Days, Brazil's Bolsonaro Is Already in Trouble
  Bloomberg
• Tax Changes Hit Overseas Profits of Some U.S. Companies
  WSJ
• ECB’s Draghi Hints at Drawbacks of Negative Rates
  WSJ
• A Decade After the Housing Bust, the Exurbs Are Back
  WSJ
• Cash-Strapped Illinois, Chicago Seek Billions From Investors
  WSJ
• More Than a Third of China Is Now Invested in One Giant Mutual Fund
  WSJ
• Crackdown on short selling roils Turkish money markets
  FT
• US mortgage refinancing rush sends Treasuries higher
  FT
• Wall Street readies for IPO boom as ‘unicorns’ stampede to market
  FT
• The path to reform looks as rocky as ever for emerging economies
  FT
• Germany sells Bunds at negative yield for first time since 2016
  FT