Daily News Links

8394 posts

Tuesday, February 12, 2019

Evening

• Asian stocks lifted by U.S.-China trade talk hopes
  Reuters
• Wall Street climbs on trade hopes, government budget deal
  Reuters
• Trump says he could let China trade deal deadline slip, 'not inclined to'
  Reuters
• National debt hits new milestone, topping $22 trillion
  AP
• Fed's George says she backed pausing rate hikes in order to assess impact
  Reuters
• Red flags emerge as Americans' debt load hits another record
  Reuters
• U.S. small business confidence falls to more than two-year low
  Reuters
• U.S. job openings hit record high; workers more scarce
  Reuters
• A record number of Americans are 90 days behind on their car payments
  CNBC
• Fed to finalize plans to end balance sheet runoff 'at coming meetings': Mester
  Reuters
• California will not complete $77 billion high-speed rail project: governor
  Reuters
• Fed's Powell puts focus on spreading benefits of a strong economy
  CNBC
• Italy PM calls for fairer Europe, faces EU anger
  Reuters
• Passive Funds Overtake Stock-Pickers in the U.S. Large-Cap Market
  Bloomberg
• The Fear Is Gone From the Biggest U.S. Junk Rally in a Decade
  Bloomberg
• U.S.-China Trade Talks Face Big Obstacle: Ensuring That Promises Are Kept
  NYT
• China, U.S. Seek Broad Outline of a Trade Pact This Week
  WSJ
• Trump Signals He May Not Support Border-Funds Deal
  WSJ
• Santander shocks market with bond decision
  FT

General

• Global stocks ride high as 'risk-on' reigns supreme
  Reuters
• Oil prices rise on OPEC output cuts, as U.S. sanctions bite
  Reuters
• U.S. lawmakers reach tentative deal to avoid government shutdown
  Reuters
• Trump not made decision about border security deal: official
  Reuters
• Top U.S. officials arrive in China for trade talks as deadline looms
  Reuters
• Trump Wants to Meet With Xi ‘Very Soon’ Over Trade War, Adviser Says
  Bloomberg
• Debt guarantee tangle: China's private firms hit by default contagion
  Reuters
• Northern China pollution up 16 percent in January
  Reuters
• Past Misdeeds Are Coming Back to Haunt Turkey's Central Bank
  Reuters
• Latest Warning Sign for Markets: A Possible ‘Earnings Recession’
  NYT
• China, U.S. Seek to Narrow Gap on Trade for Trump, Xi to Close at a Summit
  WSJ
• Europe’s Biggest Job Opening in Years: President of the ECB
  WSJ
• China’s Developers Go on Borrowing Spree
  WSJ
• Watch out for China’s trade red lines as anniversaries loom
  FT
• China bulks up on gold reserves for a second consecutive month
  FT

Monday, February 11, 2019

Evening

• Wall Street wavers as investors eye trade talks, growth fears
  Reuters
• Dollar LIBOR resumes drop to lowest level since November
  Reuters
• Trump says Democrats to blame if government shuts down again
  Reuters
• Fed's Bowman says she is comfortable with policy stance
  Reuters
• China's Problems Hit It All at Once
  Bloomberg
• Morgan Stanley's Wilson Sees S&P 500 Earnings Growth Flatlining
  Bloomberg
• Paul Tudor Jones says 'mania' in share buybacks threatens to have 'social consequences'
  CNBC
• Opinion: Europe may be on the cusp of a nightmare, but it’s not too late to wake up
  MarketWatch: Soros
• AP Explains: The promise of 5G wireless - speed, hype, risk
  AP
• Pompeo warns allies Huawei presence complicates partnership with U.S.
  Reuters
• Lawmakers to Resume Stalled Border-Security Talks
  WSJ
• How Bad Is the China Slowdown? U.S. Companies Offer Some Answers
  WSJ
• The Benchmark Set to Replace Libor Suffers Volatility Spike
  WSJ
• Europe faces a reckoning as ‘the bezzle’ bites QE
  FT
• Matteo Salvini talks up seizing control of Italy’s gold reserves
  FT

General

• Stocks inch higher as investors look ahead to trade talks, Brexit
  Reuters
• Swiss Franc Slumps in Mini ‘Flash Crash’ as Japan Curse Strikes
  Bloomberg
• Dollar hovers near six-week highs on fresh trade, global growth worries
  Reuters
• White House adviser: Trump, Xi meeting still possible: Fox News
  Reuters
• China upbeat on U.S. trade talks, but South China Sea tensions weigh
  Reuters
• Growing economic anxiety hits Main Street as small-business confidence drops: Survey
  CNBC
• What is the 'Irish backstop'? Here's why it has taken center stage amid chaotic Brexit negotiations
  CNBC
• Time to TLTRO? Markets home in on details of ECB's potential new booster
  Reuters
• Flip-Flop by Fed Scrambles Outlook for World Markets
  NYT
• Trump Heads to Border for First Rally of Year
  WSJ
• This Options Bet Helps Tame Markets, but There Are Risks
  WSJ
• What Really Ails American Capitalism
  WSJ
• Fed appears cornered after averting self-fulfilling meltdown
  FT
• IMF backs Fed rate pause citing rising global risks
  FT
• Do leveraged loans pose a threat to the US economy?
  FT
• China’s lunar new year spending growth slowest since 2005
  FT
• The Maldives counts the cost of its debts to China
  FT
• 1MDB explained: timeline of Malaysia’s financial scandal
  FT
• Two Large Chinese Borrowers Miss Bond Payments, Sources Say
  Bloomberg
• Apple iPhone Shipments Dive in China as Huawei Tightens Grip
  Bloomberg
• India's Shadow Bank Tumult Casts a Widening Gloom
  Bloomberg
• South America Is a Battlefield in the New Cold War
  Bloomberg

Sunday, February 10, 2019

Evening

• Asian shares in tight range ahead of U.S.-China trade talks
  Reuters
• Oil prices dip on rising U.S. rig count
  Reuters
• Talks collapse on border deal as U.S. government shutdown looms
  Reuters
• May rejects pivot towards Brexit customs union compromise
  Reuters
• Madrid demonstrators reject government's Catalonia policy
  Reuters
• Prepare to Pay More for Diapers, Clorox and Cat Litter
  WSJ
• Deutsche Bank’s funding woes deepen
  FT
• Japan Inc hit by China slowdown and trade disputes
  FT

General

• Congressional Talks on Border Security Have Broken Down
  Bloomberg
• Talks to avert shutdown 'stall' over immigrant detention policies
  Reuters
• Italy's populist leaders pledge to replace central bank's top brass
  Reuters
• Mideast Stocks-Saudi slides on weakness in blue-chips, UAE hit by property woes
  Reuters
• Financial Stability Board must identify new threats, refine existing rules: chair
  Reuters
• Wild price swings may be the new normal for crude oil markets as US, Russia and Saudis vie for influence
  CNBC
• Talks Between Administration and Congress on Border-Security Funding Have Broken Down
  WSJ
• Fed Official Calls for Revamp in the Way Financial-Sector Threats Are Assessed
  WSJ
• California Homeowners Face Higher Prices for a Scarce Commodity: Wildfire Insurance
  WSJ
• Italy’s populist government attacks central bank leaders
  FT

Saturday, February 9, 2019

General

• China Says Vice Premier Liu He to Join U.S Trade Talks Next Week
  Bloomberg
• U.S. fund managers brace for consumer slowdown
  Reuters
• Wealth concentration near ‘levels last seen during the Roaring Twenties,’ study finds
  SeattleTimes
• Why stock-market traders are already bracing for a make-or-break month in March
  MarketWatch
• China condemns Indian PM Modi's visit to disputed region
  Reuters
• The Internet, Divided Between the U.S. and China, Has Become a Battleground
  WSJ
• Biggest risk to quant funds is loss of confidence, says QMA chief
  FT

Friday, February 8, 2019

Evening

• S&P, Nasdaq edge higher as earnings offset trade fears
  Reuters
• U.S.-China trade talks resume next week, focus on intellectual property
  Reuters
• Trade war headlines could get much worse before they get better as the US looks to Europe
  CNBC
• New Illinois governor eyes larger FY 2020 budget hole
  Reuters
• Exclusive: U.S. in direct contact with Venezuelan military, urging defections - source
  Reuters
• Global economy: Why central bankers blinked
  FT

General

• Darkening 'global economic skies' pull stocks lower
  Reuters
• As growth fears mount, German Bund yield lurches towards zero percent
  Reuters
• Oil falls on economic slowdown, but OPEC output cuts offer some support
  Reuters
• The US and China don't even have a trade deal draft yet as deadline approaches
  CNBC
• China-US tariff concerns stalk markets once again
  AP
• Trump is reportedly expected to ban Chinese telecommunication equipment from US networks
  CNBC
• Exclusive: U.S. considers withdrawal of zero tariffs for India - sources
  Reuters
• How the European economy is raising fresh global growth fears
  MarketWatch
• Investors pump record amounts of cash in emerging markets: BAML
  Reuters
• Japan's modest household spending, wages growth point to fragile outlook
  Reuters
• How London won the race for the renminbi
  FT
• Why regulators need to worry about non-bank runs
  FT
• Growth Angst Infects Every Corner of the World and Bonds Love It
  Bloomberg
• The Stock Market Finally Acknowledges Reality
  Bloomberg
• NYC Home Market to Face Glut After 2018 Sellers Found Few Takers
  Bloomberg

Thursday, February 7, 2019

Evening

• Dow drops more than 200 points as Trump won't meet Xi before US-China trade deadline
  CNBC
• No talks between Trump and China's Xi before trade deadline
  Reuters
• U.S. fund investors buy most junk bonds in more than 2 years -Lipper
  Reuters
• Americans are starting to feel better about buying homes — sort of
  CNBC
• France tells Italy 'Basta! - withdraws envoy after war of words
  Reuters
• Republican U.S. senators want Taiwan president to address Congress
  Reuters
• Trump Said to Be ‘Highly Unlikely’ to Meet With Xi Before March 1 Deadline
  WSJ
• Pressure Grows on U.S., China to Forge Trade Deal
  WSJ
• America faces a battle to find buyers for its bonds
  FT
• US and China’s tech fight set to come to a head
  FT

General

• Wall Street tumbles on growth worries, trade fears
  Reuters
• Italian long-dated govt bond yields elevated as market digests new issue
  Reuters
• German bond yields sink to two-year lows as EU cuts growth forecasts
  Reuters
• Trump, Xi unlikely to meet before March 1 trade deadline: U.S. officials
  Reuters
• 'Wall of money' flooding emerging markets after Fed change - IIF
  Reuters
• Fed Chairman Powell urges plain speaking at Fed
  AP
• Fed's Powell repeats that U.S. economy is in 'a good place'
  Reuters
• EU slashes euro zone growth outlook, expects inflation to slow
  Reuters
• Bank of England sees weakest UK outlook since 2009 on Brexit, global slowdown
  Reuters
• ‘Fragility in Italy’s economy needs to be addressed,’ EU warns as it slashes growth forecasts
  CNBC
• The Bull Market’s Next Test: A Possible Earnings Slump
  WSJ
• ‘This One Here Is Gonna Kick My Butt’—Farm Belt Bankruptcies Are Soaring
  WSJ
• 2018 Was Fourth-Hottest Year in Modern Records, U.S. Government Scientists Say
  WSJ
• World’s largest carmakers warn of bleak year ahead
  FT
• China lures Taiwanese into ‘brainstorming’ talks on island’s future
  FT
• World's Top Steelmaker Says China Slowdown Weighs on Demand
  Bloomberg
• The U.S. Trade Deficit With China Is Set to Balloon Again
  Bloomberg
• India's New Central Bank Head Delivers 'Election Cut' for Modi
  Bloomberg

Wednesday, February 6, 2019

General

• World shares mixed following Trump’s State of Union speech
  Reuters
• Steven Mnuchin says trade talks ‘very productive’ so far, confirms he’s headed to Beijing next week
  CNBC
• Trump Says Trade Deal With China Must Include Structural Change
  Bloomberg
• U.S. mortgage applications fall as borrowing costs slip: MBA
  Reuters
• EU's Tusk rebuffs May, says Brexiteers deserve a place in hell
  Reuters
• German factory orders slide in December, undercut forecasts
  AP
• Investors are buying stocks and bonds at the same time, which means something has to give
  CNBC
• Wall Street Veteran Says U.S.-China Deal Will Be Sell Trigger
  Bloomberg
• ECB Is Said to Need More Convincing on Long-Term Loans for Banks
  Bloomberg
• The Next Shadow-Banking Crisis in India
  Bloomberg