Daily News Links

8387 posts

Sunday, November 4, 2018

Evening

• Asia Stocks Lower on Trade Concern; Pound Jumps: Markets Wrap
  BloombergQ
• Oil falls as U.S. grants Iran sanction waivers to eight importers
  Reuters
• Fed was afraid of negative interest rates: ex vice chair Fischer
  Reuters
• How Angela Merkel Foiled a Backroom Coup in One Late Display of Clout
  WSJ
• Cracks start to emerge in US corporate bonds
  FT
• Global slowdown begins to look more troublesome
  FT
• Italy spending plans a recipe for all Europe, says Di Maio
  FT

General

• Trump-Xi Trade Deal Is Likely to Begin Rather Than End at G-20
  BloombergQ
• Anxious politicians and volunteers make final election push
  AP
• Xi to Face World Tired of Empty Promises at Big China Trade Fair
  BloombergQ
• World Economy Risks Returning to Sync, This Time to the Downside
  BloombergQ
• Merkel's conservatives quarrel over party's course
  Reuters
• Newly Public Tech Firms Race Back to Market as IPO Frenzy Continues
  WSJ
• Peaking Corporate Profits Put Global Stocks at a Crossroads
  WSJ
• China to Tighten Rules on Five Financial Giants
  WSJ

Saturday, November 3, 2018

General

• Where the Midterm Race Stands Days Before U.S. Vote: Election Countdown
  BloombergQ
• Red Wave, Blue Wave: What could happen to markets if Republicans win big or lose big on Tuesday
  CNBC
• Can Central Banks Survive the Age of Populism?
  BloombergQ
• Hedge Fund ‘Hotels’ Burned Managers Who Sought Refuge in October
  BloombergQ
• U.S. carrier leads warships in biggest ever Japan defense war game
  Reuters
• How the Economic Lives of the Middle Class Have Changed Since 2016, by the Numbers
  NYT
• Tech Swoon Stings Hedge Funds
  WSJ
• Investors face high stakes in US midterm elections
  FT

Friday, November 2, 2018

Evening

• Wall Street snaps three-day rally as Apple sours, trade weighs
  Reuters
• Treasuries-Yields rise as U.S. job growth suggests a Fed rate hike
  Reuters
• U.S. municipal bond market struggles to find footing
  Reuters
• Consumer companies try price hikes as U.S. wages climb
  Reuters
• Wages Rise at Fastest Rate in Nearly a Decade as Hiring Jumps
  WSJ
• Corporate Buybacks Return, Supporting Market
  WSJ

General

• Tech Falls After Apple; Bonds Drop on Jobs Report: Markets Wrap
  BloombergQ
• Shares roar higher on U.S.-China trade deal hopes
  Reuters
• Treasuries-Yields tick up after strong jobs report, wage gains
  Reuters
• U.S. job growth surges; annual wage gain biggest since 2009
  Reuters
• U.S. trade gap widens; deficit with China rises to record high
  Reuters
• Apple tumbles 7% after earnings on light guidance
  CNBC
• Trump Floats China Deal as November Surprise
  BloombergQ
• U.S. voters to decide $76 billion of bonds, taxation limits
  Reuters
• China's Eco Policy to Be More Preemptive, Flexible, PBOC Says
  BloombergQ
• Asia's Most Aggressive Rate Hikers Have More Work Ahead
  BloombergQ
• 'Kiss of debt' for China stocks echoes Japan's post-bubble days
  Nikkei Asian Review
• The Dirty Legacy of China’s and India’s Growth
  BloombergQ
• Trump and Xi Talk as U.S.-China Tech Fight Brews
  WSJ
• China central bank warns of excessive money growth
  FT

Thursday, November 1, 2018

Evening

• Wall Street climbs for third day, trade optimism helps
  Reuters
• Apple shares are sinking after reporting earnings
  CNBC
• Gold jumps over 1 pct as dollar backs off from multi-month highs
  Reuters
• China-Related Stocks Gain Most in 3 Years as Trump-Xi Talk Trade
  BloombergQ
• Trump says he and China's Xi had 'long and very good' trade conversation
  CNBC
• Trump, Xi upbeat on U.S.-China trade disputes ahead of meeting
  Reuters
• U.S. Consumers Most Comfortable Heading Into Midterms Since 1998
  BloombergQ
• Rising interest rates pinch U.S. auto sales, consumer confidence
  Reuters
• Leveraged-Loan Launches Boom Thanks to Repricings, M&A Deals
  BloombergQ
• Home flippers are fleeing the market as their profits shrink
  CNBC
• October Proves to Be Rare Good Month for Both Gold and Dollar
  BloombergQ
• Stock Pickers Failed to Shine as the Market Tumbled Last Month
  BloombergQ
• A $5 Trillion Asia Equity Loss Still Has Two Months to Play Out
  BloombergQ
• Mortgage rates slide as echoes of 2006 haunt the housing market
  MarketWatch
• The Solution to India's Liquidity Crunch Is Far From Home
  BloombergQ
• The Global Debt Boom Looks Like It’s On Borrowed Time
  WSJ
• US corporate debt feels the chill as yields shoot up
  FT

General

• World stocks start month firmer as risk sentiment rebounds
  Reuters
• Chinese Stocks Rise on Stimulus Bets as Yuan Gains on Fixing
  BloombergQ
• Oil Falls to Two-Month Low as U.S. Supply Surge Allays Iran Fear
  Reuters
• Trump says will meet China's Xi as trade talks 'move along'
  Reuters
• Money Markets - Dollar Libor posts biggest one-day rise since March
  Reuters
• U.S. labor market tightening; manufacturing slowing
  Reuters
• U.S. productivity growth slows in the third quarter
  Reuters
• US weekly jobless claims fall; continuing claims at the lowest level since 1973
  Reuters
• From pharma to prisons, election-sensitive stocks that could swing
  Reuters
• Bank of England holds rates, keeps options open before Brexit
  Reuters
• Japan October factory activity rebounds, export orders return to growth: PMI
  Reuters
• Goldman Says Yuan Will Hit 7 as China Avoids Heavy Meddling
  BloombergQ
• Yuan’s Drop Pressures Chinese Companies Borrowing Overseas
  WSJ
• US-China military tension heightens over Taiwan
  FT
• US midterms set stage for mother of all White House battles
  FT
• China's 100,000 Developers Are Bracing for a Giant Shakeout
  BloombergSub

Wednesday, October 31, 2018

Evening

• Stocks Rally on Tech Rebound; Treasuries Slide: Markets Wrap
  BloombergQ
• Wages and salaries jump by 3.1%, highest level in a decade
  CNBC
• Trump advisor Larry Kudlow: 'Nothing is set in stone right now' on new China tariffs
  CNBC
• U.S Debt Sales Top Crisis-Era Levels as Fiscal Bump Spurs Growth
  BloombergQ
• Corporate Bond Issuers Suffered Worst Day in Two Months
  BloombergQ
• Satellites Show China Manufacturing Output Contracted in October
  BloombergQ
• San Francisco Bay area home sales suffer their slowest September in 11 years
  CNBC
• The problem with housing is prices have recovered but demand hasn't: Real estate mogul Sam Zell
  CNBC
• Tech Drove Stocks Skyward. It’s a Different Story on the Way Down.
  NYT
• That Big Mac and Coke Now Comes With a Side Order of Inflation
  WSJ
• Chinese Banks Can’t Escape the Country’s Gloom for Long
  WSJ
• No Experience? No Problem. Private Equity Lures Newbie Bankers With $300,000 Offers.
  WSJ
• Mounting Climate Worries Push ‘Location, Location, Location’ Off the Beach
  WSJ

General

• Stocks Rally to End Painful Month; Treasuries Drop: Markets Wrap
  BloombergQ
• Shares bounce as bulls fight back after brutal October
  Reuters
• 'Robust' jobs market sees another 227,000 hires in October
  CNBC
• Rising wages boost U.S. labor costs in third quarter
  Reuters
• U.S. Treasury to boost auction sizes, create new inflation-indexed issuance
  Reuters
• Money Markets-LIBOR posts biggest monthly rise since March
  Reuters
• How the U.S. midterm elections could ripple through markets
  Reuters
• Stock market swings may have hit mortgage applications, down 2.5%
  CNBC
• China factory growth weakest in over 2 years, slump in export orders deepens
  Reuters
• China Signals More Support Needed Amid Pressure on Economy
  BloombergQ
• China Feels Trade War Pain as Export Gauge Signals Worse to Come
  BloombergQ
• Janet Yellen Says She’s Concerned About Trump Undermining Trust In Fed
  BloombergQ
• India says central bank independence 'essential' as row unnerves markets
  Reuters
• Can China-U.S. Relations Step Back From the Edge?
  BloombergQ
• U.S. diplomat says bid to decide Taiwan's future by non-peaceful means a 'grave concern'
  Reuters
• Companies Raise Prices, Betting Consumers Can Pay More
  WSJ
• October’s Market Rout Leaves Investors With No Place to Hide
  WSJ
• This Is How China’s Currency Works
  WSJ
• Rivals Reap Rewards as China’s Monster Money-Market Fund Shrinks
  WSJ
• Bank of Japan Warns of Pressures From Global ‘Protectionist Moves’
  WSJ
• China to sell debt in Hong Kong to support renminbi
  FT
• Eurozone inflation rate ticks up to highest level since 2012
  FT
• Turkish food price inflation expected to hit almost 30%
  FT

Tuesday, October 30, 2018

Evening

• Wall St. rebounds as chip, transport shares surge
  Reuters
• Treasuries-U.S. yields tick up as stocks recover on trade prospects
  Reuters
• Oil Falls to Two-Month Low as Global Demand Anxiety Intensifies
  BloombergQ
• U.S. consumer confidence at 18-year high; house price gains slow
  Reuters
• Southern California suffers its worst housing slump in over a decade
  CNBC
• Brazil would only sell reserves under speculative attack -Bolsonaro adviser
  Reuters
• Dealmakers Worry Anti-Globalization Movement Could Dampen Transactions
  BloombergQ
• Fear of 7: The Number That Could Make China’s Currency a Trade-War Weapon
  NYT
• Home Prices Continue to Lose Momentum
  WSJ
• The Yawning Divide That Explains American Politics
  WSJ

General

• U.S. Stocks Mixed on Earnings, Treasuries Retreat: Markets Wrap
  BloombergQ
• China’s Yuan Drops to a Decade-Low, 7 Per Dollar Now in Sight
  BloombergQ
• China Shares Jump on Trump Comments, Yuan Flirts With Decade Low
  BloombergQ
• Home price gains fall below 6% for the first time in a year: August S&P Case-Shiller index
  CNBC
• Trump says he expects 'great deal' with China, but more tariffs if not
  Reuters
• Treasury Sees 2018 Borrowing Needs Surging to $1.34 Trillion
  BloombergQ
• Trump’s Next Tariff Blow Could Be 10 Times Worse for U.S. Shoppers
  BloombergQ
• Italian Economy Unexpectedly Stalls in Setback for Populists
  BloombergQ
• Money Markets-LIBOR/OIS spread hits widest level since August
  Reuters
• China Is Buying Distressed Private Companies as Markets Sink
  BloombergQ
• Asia's Rich From Massage Chair King to Telecom Tycoon Delay IPOs
  BloombergQ
• Goldman Says the Return of Fear Is a Good Thing for Gold
  BloombergQ
• U.S. Navy chief says U.S, China to 'meet more and more on high seas'
  Reuters
• Rising Rates Threaten a Bull-Market Mantra
  WSJ
• China Sets Official Yuan Rate at Weakest in a Decade
  WSJ
• ECB exit strategy clouded by weakest growth in four years
  FT
• Looming end of Merkel era leaves hard choices for German parties
  FT
• Red-hot leveraged loan market draws regulatory heat
  FT

Monday, October 29, 2018

Evening

• Wall Street rally fizzles as tech, Amazon falter
  Reuters
• U.S. Plans More China Tariffs If Trump-Xi Meeting Fails, Sources Say
  BloombergQ
• Mexican Assets Tank as Lopez Obrador Cancels Planned Airport
  BloombergQ
• U.S. October auto sales seen down slightly: consultants
  Reuters
• Morgan Stanley Says Sell Rallies as Goldman Sees Chance to Buy
  BloombergQ
• Italy's Next Big Test in the Bond Market
  BloombergQ
• China Regulator to Propose 50% Cut to Car Purchase Tax
  BloombergQ
• Beijing will play the long game on the renminbi
  FT
• German centre’s collapse brings Merkel era to a close
  FT

General

• U.S. Stocks Rally With Dollar as Bonds Slump: Markets Wrap
  BloombergQ
• Chinese markets take another tumble amid a brutal October for mainland stocks
  CNBC
• Euro weakens on report Germany's Merkel won't seek re-election as party chair
  Reuters
• Oil edges lower as economic outlook grows gloomier
  Reuters
• U.S. spending rises; income posts smallest gain in over a year
  Reuters
• Italy Budget Deal Could Use `Standby' on Some Items: Messaggero
  BloombergQ
• Merkel to Quit as Party Chief as Her Chancellorship Wobbles
  BloombergQ
• End of era beckons as Merkel says she will give up CDU party chair
  Reuters
• China Says National Team Is Buying, Not Selling, as Stocks Fall
  BloombergQ
• Exclusive: BOJ eyes tweaks to bond-buying program, but won't rush changes - sources
  Reuters
• Many U.S. firms in China eyeing relocation as trade war bites: survey
  Reuters
• Rates Traders Brace for Chaos as Fed, Libor and IOER All in Play
  BloombergQ
• The Bar Is High for Fed to Help Investors, Morgan Stanley Says
  BloombergQ
• China 2025 Plan Remains a Stumbling Block as Trump Meeting Looms
  BloombergQ
• Rising Libor Troubles Fragile Markets
  WSJ
• Credit-Card Spending Limits in the Crosshairs as Issuers Grow Cautious
  WSJ
• Global Billionaire Wealth Hits Record US$8.9 Trillion, Led by Chinese
  WSJ
• Merkel coalition under pressure after Hesse election setback
  FT
• Active funds suffer worst quarter for seven years
  FT