Daily News Links

8394 posts

Tuesday, January 29, 2019

Evening

• Wall Street wavers as tech gives ground and industrials rebound
  Reuters
• U.S. consumer morale at one-and-a-half year-low; house price gains slow
  Reuters
• 3 things to watch for from the Federal Reserve on Wednesday
  AP
• China-US row over tech giant Huawei overshadows trade talks
  AP
• Another shutdown spells deeper pain for U.S. economy: Moody's
  Reuters
• More cracks are appearing in the market for loans that helped cause the financial crisis
  CNBC
• U.S. warns of 'serious consequences' after Venezuela moves against Guaido
  Reuters
• What Could Go Wrong With the Fed on Hold
  WSJ
• China and Russia, Aligned More Closely, Seen as Chief Security Threat to U.S.
  WSJ

General

• Wall Street higher after latest batch of earnings
  Reuters
• Gold reaches seven-month high as stocks, dollar struggle
  Reuters
• Powell faces early reckoning on Fed's $4-trillion question
  Reuters
• PG&E, owner of biggest US power utility, files for bankruptcy
  Reuters
• Home prices rise at a slower pace: S&P Case-Shiller
  CNBC
• Mnuchin says Huawei case 'separate' from U.S.-China trade talks
  Reuters
• China tells US to stop ‘unreasonable crackdown’ on Huawei
  AP
• Exclusive: PG&E to tap restructuring chief in final bankruptcy preparations - sources
  Reuters
• Trump’s Shutdown Surrender Adds Pressure to Secure China Trade Win
  NYT
• Big Divides Remain as U.S.-China Trade Talks Resume
  WSJ
• Plain-Spoken Fed Chairman Sometimes Leaves Markets Confused
  WSJ
• Cooling Housing Market Prompts Closer Scrutiny of Some Lenders
  WSJ
• Chinese Exiting U.S. Real Estate as Beijing Directs Money Back to Shore Up Economy
  WSJ
• Emerging-Markets Rally Leaves Asian Bonds Behind
  WSJ
• Federal Reserve seeks to be steadier guide after market squalls
  FT
• China ‘rebalances’ overseas lending on debt burden concerns
  FT
• US-China trade talks to resume as tariff deadline looms
  FT
• Worrying signals from the US housing market
  FT
• How online platforms shook small-business lending in America
  FT
• Trump to Wade Into China Trade Talks as U.S. Targets Huawei
  Bloomberg
• The Dark Case for Both QE, QT Being Bad. And Treasuries as Haven
  Bloomberg
• Australia Firms See Worst Slump in Conditions Since Financial Crisis
  Bloomberg

Monday, January 28, 2019

Evening

• Asia shares slip as China's Huawei in legal hot water; focus on Sino-U.S. talks
  Reuters
• Wall Street rattled by Caterpillar, Nvidia warnings
  Reuters
• U.S.' Mnuchin says expects progress in China trade talks
  Reuters
• U.S. unseals indictments against China's Huawei and CFO Wanzhou
  Reuters
• U.S. sanctions Venezuelan state oil firm, escalating pressure on Maduro
  Reuters
• China accuses US of a ‘blatant breach’ of trade policy in WTO meeting
  CNBC
• U.S. officials to announce China-related enforcement on Monday
  Reuters
• Caterpillar, Nvidia sound alarm on China impact
  Reuters
• China brings U.S. tariff dispute to WTO, berates Washington for blocking judges
  Reuters
• China Weakness Spreads Far and Wide, From Caterpillar to Nvidia
  Bloomberg
• U.S. Treasury Set to Borrow $1 Trillion for a Second Year to Finance the Deficit
  Bloomberg
• Draghi Doesn't See Need for More Stimulus to Combat Growth Woes
  Bloomberg

General

• Wall Street drops more than 1 percent on Caterpillar, Nvidia warnings
  Reuters
• Caterpillar stock skids after the company’s earnings, forecast fall short of expectations
  CNBC
• Gold hovers near $1,300 as investors await Fed meet, trade talks
  Reuters
• Explainer: Key Issues, implications of U.S.-China trade talks
  Reuters
• Trump tells WSJ another government shutdown is ‘certainly an option’
  CNBC
• US-China trade war: A stable deal with a strategic adversary is an elusive quest
  CNBC
• JP Morgan’s co-president says more market meltdowns like December’s rout are coming
  CNBC
• Iranian commander threatens Israel's destruction if it attacks: state TV
  Reuters
• Trump Skeptical He Would Accept Any Congressional Border Deal
  WSJ
• A $4 Trillion Scapegoat for Market Volatility: the Fed’s Shrinking Portfolio
  WSJ
• Manufacturers Take a Sales Hit in China
  WSJ
• Specialist loan vehicles lure yield-hungry investors
  FT
• China’s Banks Are Desperate for Capital
  Bloomberg

Evening

• Stocks rise after U.S. government reopens for now
  Reuters
• Gold prices hold above $1,300 on U.S. rate pause hopes
  Reuters
• Oil prices fall on rising U.S. rig count, economic slowdown
  Reuters
• As nations turn against Maduro, Venezuela leader parades with military
  Reuters
• Here Are Three Scenarios for U.S.-China Trade Talks This Week
  Bloomberg
• Fitch Warns More Emerging Markets Face Downgrades This Year
  Bloomberg

Sunday, January 27, 2019

General

• Wall St Week Ahead-Consumer confidence in focus as shutdown fears fade
  Reuters
• UK PM May faces bruising week with Brexit challenges
  AP
• Trudeau fires Canada's ambassador to China amid Huawei controversy
  BBC
• French 'yellow vests' defy Macron again in tense protests
  Reuters
• America Pushes Allies to Fight Huawei in New Arms Race With China
  NYT
• Manufacturers Take a Sales Hit in China
  WSJ
• Will the Fed stick to its new script?
  FT
• Another tech bubble could be about to burst
  FT
• US regional banks show robust business lending
  FT

Saturday, January 26, 2019

General

• Global market liquidity could ‘freeze like the water in Davos,’ UBS’ Ermotti says
  CNBC
• Major European countries poised to recognize Venezuela's Guaido
  Reuters
• IPO Hopes Trigger Scramble for Shares of Top Unicorns
  WSJ
• Wildlife Perish, Rivers Run Dry in Record-Breaking Australian Heat
  Bloomberg

Evening

• Dow gains for fifth straight week after deal reached to temporarily reopen government
  CNBC
• U.S. Congress votes to end gov't shutdown; no Trump border wall money
  Reuters
• U.S. intensifies anti-Maduro push as Russia backs Venezuelan ally
  Reuters
• Pension Losses Could Hit Companies Like AT&T and Verizon Hard
  WSJ
• Central banks do their best to mop investors’ brows
  FT
• Diminishing returns: hedge funds look to keep it in the family
  FT

Friday, January 25, 2019

General

• Global stocks gain on earnings, euro rebounds after dovish ECB
  Reuters
• Gold up as dollar eases; global growth concerns lend support
  CNBC
• China, US ‘less belligerent, more cordial’ as delegation heads to Washington before Liu He
  SCMP
• The Fed may be moving closer to ending its rally-killing balance sheet reduction
  CNBC
• China to step up economic stimulus in slowdown fight
  Reuters
• China can no longer rely on real estate for growth. It’s now turning to railways and more debt
  CNBC
• George Soros says the US and China are in a cold war that ‘threatens to turn into a hot one’
  CNBC
• NATO, Russia fail to agree over missile breach, U.S. to quit treaty
  Reuters
• Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff
  WSJ
• Kudlow: White House Seeks Fed Nominees Who Understand Shift on Growth, Inflation
  WSJ
• Dwindling ‘Debt Cushions’ Threaten Safety of Leveraged Loans
  WSJ
• ECB warns eurozone at risk of further slowdown
  FT
• A Key Driver of Home Sales in China Just Hit the Brakes
  Bloomberg
• Singapore Is Seeing an Unprecedented Mortgage Slowdown
  Bloomberg

Thursday, January 24, 2019

Evening

• Nasdaq boosted by chip rally, Dow, S&P 500 stall
  Reuters
• White House demands ‘large down payment on the wall’ as Senate tries to reach shutdown deal
  CNBC
• Shutdown continues: Senate blocks bills to fund government amid fight over Trump border wall
  CNBC
• Fears of tax chaos loom as IRS readies for filing season
  Reuters
• U.S. Treasury's Mnuchin sees China trade progress, currency talks
  Reuters
• White House plans to overhaul housing finance system, top regulator says
  Politico
• J.P. Morgan pares U.S. first quarter GDP view to 1.75 percent
  Reuters
• Taiwan calls for international support in face of China pressure
  FT

General

• S&P, Dow lower after Commerce Secretary Ross's trade comment
  Reuters
• Commerce Sec Wilbur Ross: The US is ‘miles and miles’ from a trade deal with China
  CNBC
• U.S. weekly jobless claims lowest since 1969
  Reuters
• ECB to acknowledge weak growth but keep policy unchanged
  Reuters
• Highlights: Draghi comments at ECB press conference
  Reuters
• Maduro rival Guaido claims Venezuela presidency with U.S. backing
  Reuters
• Microsoft's Bing search engine blocked in China
  CNET
• Russia warns U.S. against military intervention in Venezuela
  NBC
• Europe’s Political Funk Sets Back Its Economy
  WSJ
• China, After Years of Market Meddling, Tries a Lighter Touch
  WSJ
• US and China trade officials set to hold critical negotiations
  FT
• Fear of March madness looms over Davos
  FT
• German Manufacturing Slump Casts Cloud Over Europe's Economy
  Bloomberg
• Prolonged Shutdown Risks Fading Appeal of Dollar, Treasuries
  Bloomberg
• U.S. Stocks Can't Shake Fears That Spurred December's Bloodbath
  Bloomberg

Wednesday, January 23, 2019

Evening

• Wall Street edges higher as upbeat earnings dampened by trade, shutdown woes
  Reuters
• Trump’s outside China advisor says there will not be a breakthrough in trade talks soon
  CNBC
• Momentum gathers behind British lawmakers' bid to stop no-deal Brexit
  Reuters
• Government debt hits record $66 trillion, 80% of global GDP, Fitch says
  CNBC
• More homes are for sale, but fewer are affordable
  CNBC
• PG&E sees cost to comply with judge's wildfire plan at $75 bln-$150 bln
  Reuters
• A $1,000 emergency would push many Americans into debt
  CNBC
• Billionaire Ken Griffin buys New York penthouse for $238 million, the most expensive US home ever sold
  CNBC

General

• Stocks reverse losses in fragile rebound; U.S. dollar falls
  Reuters
• Trump won't soften hardline on China to make trade deal: advisers
  Reuters
• Explainer: U.S. government shutdown leaves data vacuum in its wake
  Reuters
• The unusually large drop in home sales has real estate agents baffled
  CNBC
• China says will step up fiscal spending this year to support economy
  Reuters
• BOJ keeps policy steady, cuts inflation forecast
  Reuters
• Japan exports sink 3.8 pct in Dec, hit by China slowdown
  AP
• China demands US drop Huawei extradition request with Canada
  AP
• Explainer: What happens next in Huawei CFO Meng's case?
  Reuters
• How a corporate debt pileup could intensify the global economic slowdown
  MarketWatch
• Merkel urges reforms to IMF, World Bank to restore confidence in financial system
  Reuters
• Risky Assets Move in Tandem, Stoking Fears More Volatility Lies Ahead
  WSJ
• The Housing Blues Won’t Be Over Soon
  WSJ
• No Pay Stub? No Problem. Unconventional Mortgages Make a Comeback
  WSJ
• Junk bonds’ nasty year-end offers clues to next downturn
  FT
• Analysts grow gloomy on global profit growth
  FT
• Capital raising by US oil companies falls sharply
  FT