Daily News Links

8387 posts

Sunday, September 23, 2018

Evening

• Risk is rising that all of imports from China could be hit with US tariffs, Goldman Sachs says
  CNBC
• White House draft order directs probes into tech giants: Bloomberg
  BloombergQ
• Bonds beat bank debt, dollar king for borrowers a decade after crisis: BIS
  Reuters
• Why investors should worry about rising wages
  FT

General

• Asian firms shuffle production around the region as China tariffs hit
  Reuters
• Nowotny urges ECB to speed pace of policy normalization
  Reuters
• OPEC, Russia rebuff Trump's call for immediate boost to oil output
  CNBC
• Iran's president blames US after attack on military parade
  AP
• More Voters Want Democrats to Control Congress, New Poll Shows
  WSJ
• Companies Buy Earnings Gains by Buying Back Stock
  WSJ
• Moody’s Pegs Florence’s Economic Cost at $38 Billion to $50 Billion
  WSJ
• China floods debt market with new bond to boost infrastructure
  FT

Saturday, September 22, 2018

General

• China said to call off trade talks as tariff war escalates: WSJ
  CNBC
• Record high stocks face Fed rate hike, trade tensions in week ahead
  CNBC
• Investors keep pouring money into bonds — and paying a big price for it
  CNBC
• White House optimistic on China trade; no date for more talks
  Reuters
• Italy Central Bank Urges Caution on Possible Deficit Hike
  BloombergQ
• Lehman Brothers workers share memories 10 years after the fall
  Reuters
• China says U.S. has 'no right' to interfere in Russia military cooperation
  Reuters
• China Cancels Trade Talks With U.S. Amid Escalation in Tariff Threats
  WSJ

Friday, September 21, 2018

General

• Reuters] Receding trade fears help stocks hit six-month high
• Sterling slides to session low as PM May says UK and EU 'at an impasse'
  CNBC
• Expect volume spike on sector reshuffle, quadruple witching
  Reuters
• Fed's Powell between a rock and hard place: Ignore the yield curve or tight job market?
  Reuters
• Japan uneasy over Trump pressure on auto as summit, trade talks loom
  Reuters
• Walmart warns Trump tariffs may force price hikes: letter
  Reuters
• JPMorgan: An economic cold war may be coming
  CNBC
• Why Panic Gripped Indian Markets Today
  BloombergQ
• Defaulted India Shadow Bank Is Major Player in Local Debt Market
  BloombergQ
• Four-Bedroom Home Goes on Sale in Hong Kong for $446 Million
  BloombergQ
• China Plans to Outlaw Foreign TV Shows in Prime Time
  BloombergQ
• Iran puts on 'show of strength' military exercise in Gulf
  Reuters
• Defiant May throws down gauntlet to EU over Brexit
  FT
• Reality of painful tariffs point to long-term test for China
  FT
• CDS market signals risk of a cash crunch looming for Lebanon
  FT

Thursday, September 20, 2018

Evening

• Wall Street rises, Dow hits new high
  Reuters
• U.S. Household Wealth Hit Record $106.9 Trillion Last Quarter
  BloombergQ
• NAFTA talks grind on, Canada quells talk of U.S. quota on autos
  Reuters
• Home sellers slash prices, especially in California
  CNBC
• Bove: There's a global currency crisis unfolding that's sure to catch up to the US
  CNBC
• U.S. sanctions China for buying Russia war planes, missiles
  Reuters
• There Have Never Been So Many Bonds That Are Almost Junk
  WSJ
• What Beyoncé and These Billionaires Have in Common: Massive Mortgages
  WSJ
• Growing Opposition Threatens Completion of Last U.S. Nuclear Plant
  WSJ
• Latin America Is the Murder Capital of the World
  WSJ

General

• Stocks Push Higher as Yields Climb, Dollar Falls: Markets Wrap
  BloombergQ
• Dollar near 7-week low as markets look past trade woes, pound eyes EU summit
  Reuters
• U.S. existing home sales unchanged in August
  Reuters
• U.S. weekly jobless claims fall as labor market strength continues
  Reuters
• China urges U.S. to show sincerity, correct behavior in trade actions
  Reuters
• The Fight to Protect the Fed From Trump’s Rate-Hike Barbs
  BloombergQ
• Trump's Early Trade-War Advantage May Be Slipping by the Day
  BloombergQ
• Forecasters unanimous: U.S.-China trade war bad for economy - Reuters poll
  Reuters
• Emerging Markets, Trade Put a Cloud on Global Economy, OECD Says
  BloombergQ
• DoubleLine's Gundlach warns US Treasury yields are headed higher
  CNBC
• ‘Safety’ Stocks Fuel Market Rally
  WSJ
• Turkey unveils plan to fight currency crisis
  FT
• The panic over liquidity exacerbated the crisis
  FT
• Evergrande: debt behemoth
  FT

Wednesday, September 19, 2018

Evening

• Banks lift S&P, Dow; Nasdaq weighed by Microsoft
  Reuters
• Trump intends to nominate ex-Fed economist Liang for Fed board seat: White House
  Reuters
• Argentina's GDP shrinks 4.2 pct in 2nd quarter
  Reuters
• The 'Great Bull' market is 'dead,' and here's what's next, Bank of America predicts
  CNBC
• Conservatives left frustrated as Congress passes big spending bills
  The Hill
• Canada's Trudeau urges some U.S. flexibility in NAFTA talks
  Reuters
• Merkel coalition slides into 'permanent crisis mode' with spy row
  Reuters
• Turkey’s shopping centres at sharp end of currency crisi
  FT
• How the biggest private equity firms became the new banks
  FT

General

• Rise in Treasury yields weighs on Wall St.
  Reuters
• World stocks bat aside trade war fears, rally for second day
  Reuters
• Dollar near seven-week lows as investors look for fresh drivers
  Reuters
• U.S. housing starts rise on jump in multi-family construction
  Reuters
• The Federal Reserve has some big decisions to make starting next week
  CNBC
• China says won't weaken currency to boost exports, as U.S. tariffs mount
  Reuters
• Danske Bank boss quits over $234 billion money laundering scandal
  Reuters
• Weekly mortgage applications rise 1.6% as interest rates hit a 7-year high
  CNBC
• Cash-Strapped Americans Are Leveraging Their Homes to Pay the Bills
  BloombergQ
• Asian firms' confidence sinks to near three-year low on trade war fears: Thomson Reuters/INSEAD poll
  Reuters
• Maintaining China's steady growth increasingly difficult: Premier Li
  Reuters
• China will 'emerge stronger' from tariff war, Beijing newspaper says
  CNBC
• A Chinese Company Reshaping the World Leaves a Troubled Trail
  BloombergQ
• Recep Tayyip Erdogan’s financial and strategic dilemmas
  FT
• The great debate over passive investing and its economic impact
  FT

Tuesday, September 18, 2018

Evening

• Wall Street rises as blow from new tariffs less than feared
  Reuters
• 10-year Treasury note yield extends climb above 3%
  MarketWatch
• As trade war escalates, China's US Treasury holdings back in focus: McGeever
  Reuters
• China's US Treasury holdings just fell to six-month low amid escalating trade war
  Reuters
• ‘Unprecedented’ Government Spending Spree Picks Up Speed
  Nextgov
• 'Another trillion in debt, here we come': Cohn sees Trump working with Democrats on infrastructure
  CNBC
• Consumers Will Increasingly Feel Pain From Trump’s Trade War. Here’s Why.
  NYT
• ECB Succession Race Tests German Faith in Bundesbank Model
  WSJ
• Benefit Gains Exceed Wage Growth, New Labor Data Show
  WSJ
• Giant Debt Offer Shows Appetite for Low-Rated Companies
  WSJ
• China prepares to dig in its heels in face of US tariff pressure
  FT
• White House hawks ratchet up trade hostilities with China
  FT
• China Cuts U.S. Treasury Holdings as Trade War Starts Heating Up
  BloombergSub

General

• Stocks Shrug Off New Tariffs; Treasuries Yield 3%: Markets Wrap
  BloombergQ
• China says new tariffs on US goods worth $60 billion effective Sept. 24
  CNBC
• China says Trump forces its hand, will retaliate against new U.S. tariffs
  Reuters
• Trump’s Tariffs Will Make Food and Clothes Pricier for Americans
  BloombergQ
• Commerce Secretary Wilbur Ross: China is 'out of bullets' to retaliate against Trump's new tariffs
  CNBC
• The Risk of Derivatives Isn’t Gone. It’s Merely Morphed.
  Bloomberg, Das
• There's still a lot of central bank 'mismanagement,' says Allianz CEO
  CNBC
• 'Who broke the law?' Cohn says in defending Wall Street's role in crisis
  Reuters
• Israel indirectly to blame for downing of plane over Syria, Russia says
  Reuters
• Chinese Officials Scramble to Respond to Trump’s New Tariffs
  WSJ
• Buyback ‘Blackout’ to Test U.S. Stock Market
  WSJ
• Florence Is a Tragedy for Homeowners, Not Insurers
  WSJ
• Explained: Donald Trump’s $200bn of new tariffs on China
  FT
• The US, China and the logic of trade confrontation
  FT
• Preventive measures will not stop the next financial crisis
  FT, Weber

Monday, September 17, 2018

Evening

• Stock futures drop following new US tariffs on China
  CNBC
• Donald Trump hits China with US$200 billion more in tariffs, once again escalating trade war
  SCMP
• Trump will slap 10% tariffs on $200 billion in Chinese goods — and they will go to 25% at year end
  CNBC
• Trade war could become currency war depending on how China fights back
  CNBC
• Stocks Pressured on Fresh Trade Fears; Dollar Dips: Markets Wrap
  BloombergQ
• China to Cancel Talks If Trump Moves Ahead With Tariffs, Sources Say
  BloombergQ
• Trump adviser eyes entitlement cuts to plug U.S. budget gaps
  Reuters
• Kudlow says White House aware of the rising deficit, but economic 'growth solves a lot of problems'
  CNBC
• Former Trump economic advisor Gary Cohn: Jamie Dimon would make a 'phenomenal president'
  CNBC
• Most U.S. states lack reserves to weather next recession: S&P
  Reuters
• Chancellor: The legacy of ultralow interest rates
  Reuters
• Trump Announces New Tariffs on Chinese Imports
  WSJ

General

• Stocks Fall as Trade Fears Return; Dollar Slips: Markets Wrap
  BloombergQ
• Turkish Lira Slides as Isbank Fallout Dilutes Rate-Hike Support
  BloombergQ
• U.S. 10-year yield hits highest in four months
  Reuters
• China’s Stocks Drop to Lowest Level in Nearly Four Years
  BloombergQ
• China-U.S. Tariff Talks at Risk After Trump's Latest Threats, WSJ Reports
  BloombergQ
• China won't just play defense in trade war, Global Times says
  Reuters
• Monetary policy is directly responsible for economic and financial stability
  CNBC
• A Roadmap for the Great U.S.-China Divorce
  BloombergQ
• The next crisis could be triggered by the US-China trade war, interest rates: Sovereign wealth chief
  CNBC
• Turkey Planning Help for Banks on Anticipation of Bad Loans
  BloombergQ
• World’s Richest Economies Enjoy Biggest Pay Raise in a Decade
  BloombergQ
• Central Banks Strike Back
  BloombergQ, El-Erian
• As Trump’s Trade War Mounts, China’s Wall Street Allies Lose Clout
  NYT
• Big Storms Leave Small Marks on the U.S. Economy
  WSJ
• China prepares for new phase of Trump-led trade war
  FT
• How US banks took over the financial world
  FT
• One of China's Wildest Housing Markets Is Broken
  BloombergSub