Daily News Links

8387 posts

Sunday, December 9, 2018

Evening

• Stocks extend decline as trade woes batter sentiment
  Reuters
• Dow futures drop nearly 200 points as sell-off looks set to continue in new week
  CNBC
• U.S. says March 1 'hard deadline' for trade deal with China
  Reuters
• Japan third quarter GDP contracts at fastest pace since 2014, trade war dims outlook
  Reuters
• Steven Mnuchin is under consideration to become Trump’s next chief of staff, but he has indicated he feels better suited at Treasury
  CNBC
• Stock Carnage Evokes Hope of 2016-Style Rebound. A Lot's Changed
  BloombergQ
• The bear market is here, and stocks will plunge at least 20 percent, Ned Davis Research warns
  CNBC
• Italy Government to Discuss Budget Analysis Before EU Talks
  BloombergQ
• Macron to blame for French protests, Italy's Salvini says
  Reuters
• Huawei Offensive Is Acceleration of Yearslong Endeavor
  WSJ
• Global political backlash spreads against central banks
  FT
• US economy set to slow, says IMF chief economist
  FT
• Davies: New year, new Federal Reserve
  FT

General

• China summons US ambassador to lodge ‘strong protest’ over Huawei arrest
  Reuters
• China says U.S. should withdraw arrest warrant for Huawei executive
  Reuters
• Fed Wants You to Know: It’s Shifting to More Cautious Rate Path
  BloombergQ
• Yellow vest protest to have severe impact on economy: Le Maire
  Reuters
• Details Emerge in U.S.’s Trade Truce With China
  WSJ
• Silicon Valley Helped Build Huawei. Washington Could Dismantle It.
  WSJ
• The Market’s Latest Problem: Hesitation to Buy the Dip
  WSJ
• Cracks in corporate debt market begin to show
  FT
• China sees ‘serious consequences’ for Canada for Huawei episode
  FT

Saturday, December 8, 2018

General

• China calls on Canada to free Huawei CFO or face consequences
  Reuters
• China's November export, import growth shrinks, showing weak demand
  Reuters
• China's November trade surplus with U.S. widens to $35.55 billion
  Reuters
• China watchdog calls for banks to meet private sector credit demand: China Party journal
  Reuters
• Federal Reserve Officials Search for the Elusive ‘Neutral’ Interest Rate
  BloombergQ
• Police clash with 'yellow vest' protesters in Paris
  Reuters
• Yellow vest movement: Paris police detain hundreds of protesters
  BBC
• Huawei Executive’s Arrest Stirs Fears About Corporate Travel
  WSJ
• Uber Joins Lyft in Race to Tap Investors
  WSJ

Friday, December 7, 2018

Evening

• U.S. Stocks Tumble With Tech Sinking on Trade Woes: Markets Wrap
  BloombergQ
• Gold hits 5-month peak as U.S. jobs data tempers rate hike views
  Reuters
• Huawei executive’s arrest puts more pressure on Trump and Xi as they grapple over the global order
  CNBC
• Fed policymakers signal turning point on U.S. rate-hike path
  Reuters
• Kudlow Says He Expects Fed Pause for ‘Quite Some Time’ After December Hike
  BloombergQ
• Trump praises China talks; aides downplay friction over Huawei arrest
  Reuters
• As Brexit crunch nears, campaign for new referendum gathers pace
  Reuters
• American Entrepreneurs Who Flocked to China Are Heading Home, Disillusioned
  WSJ

General

• Tech stocks pull Wall St. lower, offseting jobs data bump
  Reuters
• Oil Rises as Much as 5.4 Percent as OPEC+ Is Said to Agree Cuts
  BloombergQ
• U.S. job growth slows; monthly wage gains miss expectations
  Reuters
• Huawei CFO to appear in Canada court as Chinese media slam arrest
  Reuters
• China separates arrest of Huawei executive Sabrina Meng Wanzhou from US trade talks
  SCMP
• China State Media Calls Huawei Arrest a ‘Despicable Rogue’ Act
  BloombergQ
• Powell Says U.S. Labor Market ‘Very Strong’ by Many Measures
  BloombergQ
• Tariffs have hit confidence, to slow US economy, says Fed’s Williams
  Reuters
• Japan said to plan to bar Huawei, ZTE from government procurement contracts
  Reuters
• China Needs Bailout, Capital Plans for Crisis Event: PBOC's Ma
  BloombergQ
• China should tolerate bigger budget deficit in 2019 to boost economy: state media
  Reuters
• Biggest Worry for Traders? They Don't Know Why Stocks Are Moving
  BloombergQ
• With the Economy Uncertain, Tech ‘Unicorns’ Rush Toward I.P.O.
  NYT
• U.S. Companies Feel the Pinch as Tariff Costs Start to Mount
  WSJ
• U.S. Takes Aim at Huawei
  WSJ
• Bear Markets March Across the Globe
  WSJ
• The America hawks circling Beijing
  FT
• Chinese and US executives worry after Huawei CFO’s arrest
  FT

Thursday, December 6, 2018

Evening

• Battered Asia shares try to rally on talk of Fed pause
  Reuters
• S&P 500, Dow slip on trade worries, but end off of lows
  Reuters
• 10-year Treasury yield falls to 2.83% amid stock sell-off, was above 3% at the start of the week
  CNBC
• Oil dives 4 percent after OPEC delays output decision
  Reuters
• U.S. Said to Seek Extradition in China Crackdown: Huawei Update
  BloombergQ
• U.S. household net worth rises to $109 trillion ahead of stock rout
  Reuters
• U.S. fund investors pull most cash from bonds in five weeks: Lipper
  Reuters
• Traders Starting to Doubt Fed Will Raise Rates Even Once in 2019
  BloombergQ
• The market is tanking this week: Here’s what you need to know
  CNBC
• Something Weird Is Going on With German Debt
  BloombergQ
• Hedge Funds Pivot Back to Stocks, Raising Leverage From 2018 Low
  BloombergQ
• Trump Hasn’t Tweeted About the Stock Market Since Nov. 12
  BloombergQ
• Fed Weighs Wait-and-See Approach on Future Rate Increases
  WSJ
• Senior Huawei Executive’s Arrest Steps Up U.S.-China Confrontation
  WSJ
• House Passes Temporary Spending Bill
  WSJ
• China and the US: trade war or cold war?
  FT
• US trade deficit at widest level in 10 years
  FT
• China demands release of Huawei CFO held on US charges
  FT

General

• Stocks Rout Deepens With Banks Leading Latest Drop: Markets Wrap
  BloombergQ
• China Stocks Slump as Huawei Shakes Sentiment, Drugmakers Plunge
  BloombergQ
• Oil prices slide 3% as OPEC is seen cutting output less than expected
  CNBC
• Treasuries-U.S. yields hold near 3-month lows after ADP U.S. jobs data
  Reuters
• ‘Shocking’ Huawei Arrest Threatens to Upend Trump-Xi Trade Truce
  BloombergQ
• International trade deficit surges to highest in a decade as imports rise, US exports drop
  CNBC
• U.S. factory orders post largest drop in more than a year
  Reuters
• Arrest of Huawei CFO shows ‘the gloves are now fully off,’ says Eurasia Group
  CNBC
• OPEC agrees tentative oil cut, waits for Russia to commit
  Reuters
• China Lending Crackdown Deals Blow to World's Biggest Car Market
  BloombergQ
• Putin’s Saudi Bromance Is Part of a Bigger Plan
  BloombergQ
• Arrest Shakes Huawei as Global Skepticism of Its Business Grows
  NYT
• The Trouble With Huawei Will Spread
  WSJ
• Fed Chairman Jerome Powell Draws Congressional Support, Even as Trump Bashes Him
  WSJ
• Hedge fund industry’s big guns misfired in November
  FT
• China Outraged at Arrest of Huawei CFO in Canada After U.S. Request
  BloombergSub

Wednesday, December 5, 2018

Evening

• U.S. stock futures fall, Asia follows after Canada arrests Huawei CFO
  Reuters
• Canada arrests Huawei CFO facing US extradition for allegedly violating Iran sanctions
  Reuters
• After Huawei arrest, experts say China could retaliate
  Axios
• China top diplomat says Trump-Xi Argentina summit 'friendly and candid'
  Reuters
• Stock Rout Eases on Trade Pledge; Pound Advances: Markets Wrap
  BloombergQ
• Tariff effects broaden across U.S., wage growth higher: Fed
  Reuters
• May's Brexit deal under fire as legal advice stiffens opposition
  Reuters
• Mexico's Lopez Obrador throws down gauntlet to oil majors
  Reuters
• Exclusive: Clues in Marriott hack implicate China - sources
  Reuters
• Canadian Authorities Arrest CFO of Huawei Technologies at U.S. Request
  WSJ
• Beijing and US try to rebuild trust in trade ceasefire
  FT

General

• World stocks sideswiped by Wall Street, U.S. yield curve double whammy
  Reuters
• Offshore China Stocks Retreat as Trade Doubts Return; Bonds Rise
  BloombergQ
• Oil prices skid with global stock markets; U.S. supply swells
  Reuters
• China confident on U.S. trade pact, Trump cites Xi's 'strong signals'
  Reuters
• Trump says there will be a 'REAL DEAL' or no deal at all with China
  CNBC
• 'Not to sound naive or anything': Trump says he believes China's Xi means 'every word' on trade truce
  CNBC
• The Trump-Xi Truce Questions That Are Leaving Markets Flummoxed
  BloombergQ
• George HW Bush's funeral: Here's a rundown of the financial markets that are open and closed
  CNBC
• Economic pressures forcing Trump and Xi to play ball
  The Hill
• Italy's Tria considering resigning after budget approval-paper
  Reuters
• Exclusive: ECB policymakers debate new ways out of easy money - sources
  Reuters
• Boom Has Turned to Bust for Asia Hedge Funds
  BloombergQ
• China Breaks Its Silence on 90-Day U.S. Tariff Truce
  WSJ
• Trump Team Set to Take Tough Stand in 90-Day Trade Talks With China
  WSJ
• Flatter Yield Curves Aren’t Always Bad News—but This One Is
  WSJ
• Beijing says it is ‘confident’ of trade deal with Trump
  FT
• Italian sell-off hits debt sales of companies and banks
  FT

Tuesday, December 4, 2018

Evening

• Asia Stocks Drop; U.S. Futures Rise on China News: Markets Wrap
  BloombergQ
• China says confident it can clinch trade deal with U.S. as doubts grow
  Reuters
• Wall St drops 3 percent on trade and economic worries
  Reuters
• U.S. Stocks Battered by Trade, Yield Concerns: Markets Wrap
  BloombergQ
• Pound drops to 2017 lows after government contempt vote
  BBC
• Trump says if no China trade deal possible, 'I am a Tariff Man'
  Reuters
• China is reportedly 'puzzled and irritated' by Trump administration's words of triumph after trade truce
  CNBC
• The White House's muddled message on Trump's China trade truce is another headache for markets
  CNBC
• The 'yield curve' explained and whether it really is a barometer for the economy and markets
  CNBC
• Theresa May suffers three Brexit defeats in Commons
  BBC
• Fed’s Williams: ‘Strong’ outlook for 2019 calls for continued interest-rate hikes
  MarketWatch
• Pompeo gives Russia an ultimatum: 60 days to comply with nuclear weapons treaty or US will leave
  CNBC
• Uncertainty surrounds White House agreements on trade with China, North America
  WashingtonPost
• Dow Tumbles Nearly 800 Points as Trade Jitters Return
  WSJ
• Trump Shows Willingness for Tariffs Amid Optimism on China Talks
  WSJ
• Chinese Dumped $1 Billion of U.S. Real Estate in Third Quarter, Extending Recent Retreat
  WSJ
• Trump’s breakthrough China deal mired in confusion
  FT
• Theresa May suffers double defeat on Brexit deal
  FT
• Flattening yield curve stirs US recession fears
  FT
• The Trump-Xi Truce Questions That Are Leaving Markets Flummoxed
  BloombergSub
• Nine Reasons for the Sell-Off in U.S. Stocks
  BloombergSub

General

• Stocks Drop as Trade Hopes Fade; Curve Flattens: Markets Wrap
  BloombergQ
• China stock bounce short-lived as growth, trade worries resurface
  Reuters
• Dollar weakens as U.S. bond yields fall, trade truce supports riskier currencies
  Reuters
• U.S. Treasury yields extend decline, 2-yr/10-yr spread at new 11-year low
  Reuters
• As Trump touts trade war truce, China holds its tongue
  Reuters
• Trump's Advisers Struggle to Explain Deal He Says He Cut With Xi
  BloombergQ
• OPEC works on deal to cut output, still needs Russia on board
  Reuters
• The thing the bond market most feared is starting to happen
  CNBC
• White House seeks to end subsidies for electric cars, renewables
  Reuters
• Britain's May launches high-stakes parliamentary debate on Brexit plan
  Reuters
• ECB Shouldn't Wait Too Long to Normalize Policy, Weidmann Says
  BloombergQ
• Chasing This $1.4 Trillion Prize May Cause Distress
  BloombergQ
• Cash Is a Star in Rocky Year for Global Markets
  WSJ

Monday, December 3, 2018

Evening

• Asia shares ease as doubts emerge over Sino-U.S. trade war truce
  Reuters
• Stocks Rally on Trade Optimism; Curve Flattens
  BloombergQ
• U.S. expects immediate action from China on trade commitments
  Reuters
• As Fed says on track, narrowing yield curve could complicate debate
  Reuters
• U.S. Trade Representative Lighthizer to lead talks with China: White House
  Reuters
• Kudlow says progress in US-China trade will happen 'very quickly'
  CNBC
• Surviving The Investing Game: Lessons From The World’s Greatest Stock Market Speculator
  BloombergQ
• Investors’ New Lifeline: The Trump Put
  WSJ
• Trump Names Lighthizer to Run U.S.-China Negotiations
  WSJ
• Analysis: Powell Did Not Say His View of Neutral Rates Had Changed
  WSJ
• Mnuchin warns China against going soft on trade commitments
  FT
• Senators warn Trump against more attacks on Fed
  FT
• US yield curve flattest since July 2007
  FT
• China vulnerable in war with US over computer chips
  FT

General

• Stocks Rally, Bonds Dip on Trade Truce; Oil Gains: Markets Wrap
  BloombergQ
• Shanghai shares rally, yuan firms after China, U.S. pause trade war
  Reuters
• Oil Surges on Saudi-Russia Agreement, Alberta Production Curb
  BloombergQ
• US factory activity jumps in November while construction spending falls for third month
  CNBC
• Fed's Quarles: Fed watching data but will not react to 'every wavering'
  Reuters
• China's descriptions of the Trump-Xi deal differ from the White House's in a lot of ways
  CNBC
• It's not over: The US-China trade war is still on despite 90-day tariff ceasefire, experts say
  CNBC
• Trump says China to cut tariffs on U.S.-made autos after trade war truce
  Reuters
• Asia's outlook darkens as factory activity slips, new orders fall
  Reuters
• China November factory activity up a touch but client demand ebbs: Caixin PMI
  Reuters
• Qatar to quit OPEC after more than 57 years, denies decision related to Saudi-led boycott
  CNBC
• U.S., China Face Thorny Obstacles to Lasting Trade Peace
  WSJ
• Investors Rev Up the Risk in Subprime Auto Deals
  WSJ
• Beijing moves to cement influence over world’s financial markets
  FT
• Dollar debt sales hit 2½-year low
  FT
• Taiwan manufacturing sector shrinks at fastest pace in 3 years
  FT
• South Korea manufacturing drops back into contraction
  FT
• Fed’s Clarida Says ‘Powell Put’ Not a Useful Concept for Policy
  BloombergSub

Evening

• Asia cheers Sino-U.S. trade truce, oil bounces
  Reuters
• Dow futures surge more than 400 points after Trump and Xi agree to pause the US-China trade war
  CNBC
• U.S. stock futures jump after Trump-Xi trade armistice
  Reuters
• G-20 Leaders Give Nod to Trump in Watered-Down Trade Language
  BloombergQ
• Trade Truce by China and U.S. Gives Both Sides Political Breathing Room
  NYT
• U.S., China Face Thorny Obstacles to Lasting Trade Peace
  WSJ