Daily News Links

8394 posts

Tuesday, February 26, 2019

General

• Wall St. lower as Home Depot, Caterpillar weigh; Fed in focus
  Reuters
• Asian shares fall from five-month highs, pound jumps on Brexit delay hopes
  Reuters
• U.S. housing starts fall to more than two-year low
  Reuters
• Home prices in December rose at the slowest pace since August 2015: S&P Case-Shiller index
  CNBC
• Fed's Clarida says U.S. economy in a good place
  Reuters
• With 10-to-1 Leverage, Shadow Banks Fuel China's Huge Stock Boom
  Bloomberg
• Indian government confirms air strikes on militant camps inside Pakistan
  Reuters
• U.S. Navy ships pass through strategic Taiwan Strait, riling China
  Reuters
• Fed Chairman Heads to Capitol, Faces Questions on Slowing Economy, Trump Criticism
  WSJ

Monday, February 25, 2019

Evening

• Wall Street rises after Trump stirs China trade hopes again
  Reuters
• Fed's Powell heads to Congress amid shifting landscape
  Reuters
• The US government just made clear it's going to go after all tech from Chinese companies
  CNBC
• The Time Bomb in China’s Bond Market
  Bloomberg

General

• Stocks surge on US decision to postpone China tariff hike
  AP
• Stock futures rise as Trump delays tariff hike on Chinese goods
  Reuters
• Gold gains as dollar sags against yuan on China tariffs delay
  Reuters
• China shares surge as Trump offers tariff respite
  Reuters
• Thirty years on, U.S.-China politics and tech collide
  Reuters
• China's Xinhua Warns of ‘New Uncertainties’ in U.S. Talks
  Bloomberg
• Facing threat of Brexit delay, British PM renews efforts for deal change
  Reuters
• Investors’ herd behaviour makes markets more fragile
  FT
• The final Brexit countdown begins
  FT
• Beijing renews warnings on systemic financial risk
  FT

Evening

• Asia cheered as Trump delays tariff deadline
  Reuters
• Trump delays increase in tariffs on Chinese goods, cites progress in talks
  Reuters
• Zimbabwe struggles to convince doubters as it launches new currency
  Reuters
• Debt Is Roaring Back in China
  Bloomberg
• Xi's Private Lending Push Risks Being Hamstrung at Local Level
  Bloomberg
• How America Learned to Stop Worrying and Love Deficits and Debt
  NYT
• Trump to Delay Tariff Increases on Chinese Imports
  WSJ

Sunday, February 24, 2019

General

• China rushes to seal trade deal ahead of Trump's deadline
  CNBC
• Trump says trade talks with China were 'very productive'
  Reuters
• British PM May seeks more time: promises vote on Brexit deal by March 12
  Reuters
• China’s Entrepreneurs Are Wary of Its Future
  NYT
• Fed Embarks on a Rethink of Its Inflation Target
  WSJ
• Alarm bells ring for the Goldilocks world economy
  FT

Saturday, February 23, 2019

General

• Wall St. Week Ahead: May be time for growth to run out of gas
  Reuters
• US and China extend trade talks; Xi-Trump meeting may follow
  AP
• Fed's policy pause sets stage for broad overhaul
  Reuters
• Warren Buffett wants to make an 'elephant-sized' purchase, but says 'prices are sky-high'
  CNBC
• Chancellor: A 300-year lesson in bubble inflation
  Reuters
• Global Sovereign Debt to Jump to $50 Trillion - S&P Global
  Reuters
• A Surprise China Debt Default Upends Assumptions on Official Aid
  Bloomberg

Friday, February 22, 2019

General

• Global shares up, Aussie dollar rebounds, Brent hits 2019 high
  Reuters
• Gold heads for second weekly gain on growth concerns
  Reuters
• U.S., China haggle over toughest issues in trade war talks
  Reuters
• A Fed pivot, born of volatility, missteps, and new economic reality
  Reuters
• Fresh Slowdown in China Home Prices Turns Spotlight on Beijing
  Bloomberg
• U.S. Student-Loan Delinquencies Hit Record
  Bloomberg
• At Kraft Heinz, a fed investigation and a $15.4B write-down
  AP
• China bars millions from travel for ‘social credit’ offenses
  AP
• U.S. Bets on China’s Special Envoy in Trade Talks
  WSJ
• How Fast 5G Mobile Internet Feels
  WSJ
• Slow-inflation conundrum prompts rethink at the Fed
  FT
• China home price growth climbs to 19-month high
  FT
• No-deal sets the stage for Brexit’s biggest negotiations
  FT
• Why investors in India are still spooked by the shadows
  FT

Thursday, February 21, 2019

Evening

• Wall St. breaks run of gains as economic data disappoints
  Reuters
• U.S. existing home sales fall sharply to three-year low
  Reuters
• U.S. business spending on equipment weakening
  Reuters
• J.P. Morgan cuts U.S. first-quarter GDP growth view to 1.5 percent
  Reuters
• Weak U.S. data underscore growing headwinds to economy
  Reuters
• Not there yet but closer: Britain and EU haggle over Brexit compromise
  Reuters
• U.S.-based leveraged loan funds extend cash withdrawals: Lipper
  Reuters
• Life Insurers’ CLO Investments Could Pose Big Risks, Fitch Says
  Bloomberg
• Mexican central bank flags Pemex risks to economy -minutes
  Reuters
• ECB's Nowotny says EU should agree to issue joint eurobonds
  Reuters
• U.S. Wrangles China for Firm Commitments as Trade Talks Continue
  NYT
• U.S. Campaign Against Huawei Runs Aground in an Exploding Tech Market
  WSJ
• China restrictions on Australian coal imports alarm markets
  FT

General

• Wall Street dragged down by healthcare stocks, weak economic data
  Reuters
• U.S. core capital goods orders unexpectedly fall in December
  Reuters
• Exclusive: U.S., China sketch outlines of deal to end trade war - sources
  Reuters
• U.S., China Are Working on Multiple Memorandums for Trade Deal
  Bloomberg
• Exclusive: China central bank sees benchmark rate cut as last resort, may use other tools - sources
  Reuters
• Fed's Bullard: Rate hikes, balance sheet reduction 'coming to an end'
  CNBC
• Fitch may cut UK's 'AA' rating on Brexit uncertainty
  Reuters
• Housing Dream Turned Nightmare Spurs a Backlash in Australia
  Bloomberg
• Major Chinese Port Bans Australian Coal Imports, Report Says
  Bloomberg
• ECB Urged Swift Analysis, No Hasty Decision on New Lending
  Bloomberg
• Minutes show Fed officials noted number of rising threats
  AP
• Putin to U.S.: I'm ready for another Cuban Missile crisis if you want one
  Reuters
• The U.S. and China Fear Their Leaders Will Cave In on Trade Battle
  WSJ
• Chinese premier in rare spat with central bank
  FT
• Why are Eurozone countries still so indebted?
  FT

Wednesday, February 20, 2019

Evening

• Wall St. ends higher after Fed minutes
  Reuters
• Fed flags end to balance sheet runoff, patience on rates
  Reuters
• Fed expects to end balance sheet reduction by the end of the year, minutes say
  CNBC
• Fed Minutes Show Officials Unsure on Need for Rate Hikes in 2019
  Bloomberg
• U.S. money market assets post biggest drop in 2 months -iMoneyNet
  Reuters
• South Africa’s Troubled Utility Reveals Country’s Fatal Flaws
  Bloomberg
• Fed Prepares to End Balance Sheet Runoff Later This Year
  WSJ
• Deutsche Bank Lost $1.6 Billion on a Bond Bet
  WSJ

General

• Wall St. muted with focus on trade talks, Fed minutes
  Reuters
• Palladium breaks $1,500 barrier for first time; gold also rises
  Reuters
• Oil near 2019 highs amid OPEC cuts, U.S. sanctions
  Reuters
• Amid trade talks, China urges U.S. to respect its right to develop, prosper
  Reuters
• New US tariffs on Chinese goods will be 'catastrophic' for global stocks: China media
  CNBC
• ECB to discuss new round of loans to banks soon, Praet says
  Reuters
• Japan's exports fall most in two years as China shipments weaken
  Reuters
• China will not change prudent monetary policy: Premier Li
  Reuters
• Global Recession Fears Are Suddenly Stalking the Credit Market
  Bloomberg
• Why the U.S. and China Can’t Make a Deal
  Bloomberg
• South Africa's Worsening Economic and Fiscal Outlook in Charts
  Bloomberg
• US debt hits record under Trump, Republicans mum
  AFP
• Weak Bond Auctions Flash Warning on India's Record Debt Sales
  Bloomberg
• Erdogan Makes Cheap Loans a Central Plank in Campaign Trail
  Bloomberg
• Putin threatens to target US if it deploys missiles in nearby European countries
  CNBC
• Taiwan says will not accept any deal that destroys democracy
  Reuters
• How Long Will Fed’s Rate Pause Last? Minutes Could Yield Clues
  WSJ
• Markets Warm to the Prospect of an ECB Funding Boost for Banks
  WSJ
• Putin Ratchets Up Nuclear Warning Against U.S.
  WSJ
• Why banks are wary of Beijing plea to back private companies
  FT
• South Africa plots $5bn bailout of state-owned power company
  FT