Daily News Links

8394 posts

Tuesday, March 19, 2019

Evening

• Wall Street gives up gains on news of troubled trade talks
  Reuters
• Trade talks are in final stages, but there is still fear China may walk back concessions: Reports
  CNBC
• Some U.S. Officials See China Walking Back Trade Pledges
  Bloomberg
• US-China plan new trade talks for deal by end of April: WSJ
  Reuters
• Q&A: Federal Reserve likely to disappoint policy doves - Weeden strategist
  Reuters
• French finance minister cuts 2019 growth forecast to 1.4 percent
  Reuters
• Canada sees 20 percent jump in bond issuance as deficit climbs
  Reuters
• Sydney Apartments Pose Financial Stability Risks, RBA Says
  Bloomberg
• U.S.-Russia talks on Venezuela stall over role of Maduro
  Reuters
• U.S., China Plan New Trade Talks in Hopes for Deal by End of April
  WSJ
• China banks face huge capital hole as stimulus spurs lending
  FT
• FX market volatility at its lowest level since 2014
  FT
• Tett: A transatlantic front opens in the Brexit battle over derivatives
  FT

General

• Wall Street higher as Fed expected to hold fire
  Reuters
• These Risky U.S. Loans Are Adored by Japanese Investors
  Bloomberg
• Australian Housing Slide Deepens as RBA Worries About Consumers
  Bloomberg
• The World’s Richest Countries Are Full of Anxious, Alienated People
  Bloomberg
• Pakistan tells China of 'deteriorating situation' in Indian Kashmir
  Reuters
• Fed Faces Crucial Decision on Mix of Treasurys in Its Portfolio
  WSJ
• Trump Administration Proposes Borrowing Limits for Some Student Loans
  WSJ
• Bitcoin Is in the Dumps, Spreading Gloom Over Crypto World
  WSJ
• May warns UK faces ‘crisis’ following Bercow ruling
  FT
• Hong Kong spends almost $1bn in March to defend currency
  FT

Monday, March 18, 2019

Evening

• Wall St. advances ahead of Fed policy meeting
  Reuters
• Oil prices hover near 2019 highs as OPEC supply cuts support
  Reuters
• Fed set to signal no expectation of rate hikes anytime soon
  AP
• May's Brexit deal in chaos as Speaker sparks 'constitutional crisis'
  Reuters
• Merkel hopes euro zone inflation hits target so ECB can hike rates
  Reuters
• Jamie Dimon says we’ve split the US economy, leaving the poor behind
  CNBC
• Bundesbank Gives Up on First-Quarter Economic Rebound in Germany
  Bloomberg
• Key ECB Stimulus Tool Is Put on Trial for Creating Problems
  Bloomberg
• The Fed has exacerbated America’s new housing bubble
  FT

General

• Wall Street lifted by tech stocks; Boeing drags on Dow
  Reuters
• Boeing shares fall again after probe report into FAA approval of 737 MAX
  Reuters
• Homebuilder sentiment holds steady despite a decline in mortgage rates
  CNBC
• Brexit boost for May as rebel Rees-Mogg signals he could back her
  Reuters
• Japan's exports slump again on weak external demand, puts BOJ on notice
  Reuters
• Federal Reserve and Friends to Sound Dovish: Global Economy Week
  Bloomberg
• China’s Banks Have a Hidden Wave of Bad Debt
  Bloomberg
• BOJ Gets Extra Innings Just to Hit a Single
  Bloomberg
• Fed Officials Wrestle With a ‘Dot Plot’ Dilemma
  WSJ
• EM exuberance is back
  FT

Sunday, March 17, 2019

Evening

• Asia shares, bonds buoyed as Fed seen dovish
  Reuters
• Why Germany wants a merger to underpin Deutsche Bank
  Reuters
• India, Pakistan threatened to unleash missiles at each other: sources
  Reuters
• Trade Fight With China Enters Overtime, With Tariffs a Costly Sticking Point
  NYT
• Many S&P 500 CEOs Got a Raise in 2018 That Lifted Their Pay to $1 Million a Month
  WSJ
• Will the Federal Reserve provide clarity on its bond holdings?
  FT

General

• Fed looks to avoid crossed signals at policy meeting
  Reuters
• Under pressure, Britain's May scrambles to win support for Brexit deal
  Reuters
• Deutsche Bank and Commerzbank go public on merger talks
  Reuters
• Federal Reserve Rate Projections Could Show Greater Confidence in Extended Pause
  WSJ
• Market Rebound Reaches Crossroads After Latest Rally
  WSJ

Saturday, March 16, 2019

General

• Foreigners sell U.S. Treasuries for 3rd month in January -data
  Reuters
• Wall Street weekahead: U.S. funds focus on media stocks, banks to find value as mid-caps rally
  Reuters
• Europe turns its concerns to China’s growing clout as Xi visits
  CNBC
• Fresh clashes as France's yellow vests seek new momentum
  Reuters
• As China Faces Slowdown, Stimulus Will Have Smaller Global Reach
  WSJ
• Grounding a global fleet: Boeing faces its greatest challenge
  FT
• Active investors are depressed, but not depressed enough
  FT

Friday, March 15, 2019

Evening

• Tech shares, trade optimism push Wall Street higher
  Bloomberg
• U.S. Consumer Sentiment Exceeds Forecasts on Income Optimism
  Bloomberg
• U.S. manufacturing sector slowing as economy loses steam
  Reuters
• The Era of Cheap Money Shows No One Knows How Monetary Policy Works
  Bloomberg
• Fed Puts Inflation Expectations at Heart of Major Policy Review
  Bloomberg
• China Reveals the Fiscal Tricks Needed to Deliver Record Tax Cut
  Bloomberg
• Draghi Makes Sure Stimulus Lives On Even After He Leaves the ECB
  Bloomberg

General

• Global stocks rise on renewed trade hopes, set for best week since January
  Reuters
• Premier: China needs ‘strong measures’ to support economy
  AP
• Central banks stuck in holding pattern
  Reuters
• China Growth Mystery Scares Global Economy in Weakest Shape in Years
  Bloomberg
• Junk Debt Investors Win Few Breaks on ‘Worst Ever’ Covenants
  Bloomberg
• Hong Kong Seen Spending Billions More to Defend Currency Peg
  Bloomberg
• Premier Li says China opposes Taiwan independence
  Reuters
• North Korea may suspend nuclear talks with 'gangster-like' U.S.: diplomat
  Reuters
• $10 Billion Corporate Debt Sale Highlights Credit Market’s Recovery
  WSJ
• China new house prices pick up pace in February
  FT
• Italy eyes loans from China’s development bank for projects
  FT

Thursday, March 14, 2019

Evening

• S&P 500 slips amid U.S.-China trade uncertainty
  Reuters
• Brexit: MPs vote by 412 to 202 to seek delay to EU departure
  BBC
• U.S.-China trade talks progressing quickly: Trump, Mnuchin
  Reuters
• US new home sales declined 6.9 percent in January
  CNBC
• U.S. data underscores slowing growth, muted inflation
  Reuters
• The College Admissions Scandal Presses Our ‘Unfairness’ Button
  Bloomberg
• Gulati's Hedge Fund Becomes Victim of Too-Calm Markets
  Bloomberg
• China’s Slowdown Already Hit Its Factories. Now Its Offices Are Hurting, Too.
  NYT

General

• Wall Street dips on trade uncertainty, weak new home sales data
  Reuters
• World stocks rise ahead of vote to push Brexit back
  AP
• China and US to reportedly push back Trump-Xi meeting to at least April
  CNBC
• U.S. import prices post largest gain in nine months
  Reuters
• Trump raises possibility of walking away from China deal
  AP
• China industrial output growth falls to 17-yr low, but investment picks up
  Reuters
• China's Jan-Feb property investment accelerates despite cooling sales
  Reuters
• Cohn Says U.S. Is ‘Desperate’ to Sign Trade Agreement With China
  Bloomberg
• Why Japan’s Massive Stimulus Still Isn’t Enough
  Bloomberg
• Canadian Housing Slump Deepens With First Drop in Values in Decades
  Bloomberg
• Negative-Yielding Bonds Top $9 Trillion as Growth Worries Return
  Bloomberg
• Investors Embrace Riskier Sectors as Stocks Extend Rebound
  WSJ
• GE Warns of Falling Profits, $2 Billion Cash Burn in 2019
  WSJ

Wednesday, March 13, 2019

Evening

• Wall Street indexes pare gains as Trump says U.S. to ground some Boeing 737s
  Reuters
• Trump says he is in no rush to complete China trade deal
  Reuters
• U.S. grounds 737 MAX jets, Boeing shares fall again
  Reuters
• The Latest: British lawmakers reject leaving EU with no deal
  AP
• U.S. Calls Out China’s ‘Remarkably Awful’ Human Rights Abuses
  Bloomberg

General

• Wall Street lifted by benign economic data, gains in Boeing
  Reuters
• U.S. producer prices rise less than expected in February
  Reuters
• U.S. core capital goods orders post biggest gain in six months
  Reuters
• U.S. construction spending posts biggest increase in nine months
  Reuters
• U.S. mortgage applications rise as loan costs fall
  Reuters
• More nations ground Boeing 737 Max 8s after Ethiopia crash
  AP
• Jeffrey Gundlach says the stock market was and still is in a bear market
  CNBC
• Brexit crisis deepens as lawmakers to vote on no-deal exit
  Reuters
• Hong Kong Peg Defense Hits $692 Million as Weakness Persists
  Bloomberg
• As Fed Ponders a New Lever, Here's Wall Street's View
  Bloomberg
• Quant Funds Hit By Misfiring Strategies
  Bloomberg
• Party on: Real estate booms in cradle of China's Communist revolution
  Reuters
• Jeffrey Gundlach says the theory of unlimited deficit spending is a ‘crackpot idea’
  CNBC
• Every option on the table to deliver democracy to Venezuela, Sec of State Pompeo says
  CNBC
• America’s Undersea Battle With China for Control of the Global Internet Grid
  WSJ
• How GE Built Up and Wrote Down $22 Billion in Assets
  WSJ
• Navy, Industry Partners Are ‘Under Cyber Siege’ by Chinese Hackers, Review Asserts
  WSJ
• Donald Trump’s trade chief warns that China talks could fail
  FT
• China tells banks to increase lending to small businesses
  FT