Daily News Links

8387 posts

Sunday, September 16, 2018

Evening

• Asia Stocks Face Drop as Trade Concerns Resurface: Markets Wrap
  BloombergQ
• China may reject new trade talks if more tariffs imposed: WSJ
  Reuters
• 'Illusion' to think states can completely prevent financial crises: Weidmann
  Reuters
• US-China trade war could cause a bear market, stress test shows
  CNBC
• U.S. and China Ramp Up Trade Threats
  WSJ
• Trump Promised a Rush of Repatriated Cash, But Company Responses Are Modest
  WSJ
• Can macro policy easing still rescue China?
  FT

General

• Trump 'likely' to announce new China tariffs as early as Monday: source
  Reuters
• Japan’s Abe Says He Told Trump It’s Dangerous to Play With FX
  BloombergQ
• London mayor calls for second referendum on Brexit
  Reuters
• Trump to Announce New Tariffs on $200 Billion in Chinese Imports
  WSJ
• Financial sector remains an impenetrable black box
  FT

Saturday, September 15, 2018

General

• G20 trade ministers say WTO reform 'urgent' as new Trump tariffs loom
  Reuters
• 10 Things People Still Get Wrong About the Financial Crisis
  BloombergQ
• Even in Better Times, Some Americans Seem Farther Behind. Here’s Why.
  NYT
• Market reckoning is coming after a decade of QE
  FT
• Asia resilient in face of EM crisis but dangers lie ahead
  FT

Friday, September 14, 2018

Evening

• Stocks Decline as Trump Said to Proceed on Tariffs: Markets Wrap
  BloombergQ
• US 10-year Treasury yield tops 3% for first time since early August
  CNBC
• Trump readies tariffs on $200 billion more Chinese goods despite talks: source
  Reuters
• Nobel Prize winner Shiller sees 'bad times in the stock market' ahead
  CNBC
• The next crisis is still lurking in the financial system: 'We never addressed the root cause'
  CNBC

General

• Trade hopes, tech, and Turkey bolster world stocks
  Reuters
• Russia Surprises With First Rate Hike Since 2014, Boosting Ruble
  Reuters
• Millions of Americans still trapped in debt-logged homes ten years after crisis
  Reuters
• We Never Learned From Lehman
  BloombergQ
• Hedge Funds Trim Leverage in Sign of Caution on U.S. Stocks
  BloombergQ
• China's State Media Warns Against Expecting a Lot in Trade Talks
  BloombergQ
• China says world trade system not perfect, needs reform
  Reuters
• China's Investment Slowdown Worsens as Industry, Retail Hold Up
  BloombergQ
• Erdogan Says His Patience on Central Bank Policy Has Limits
  BloombergQ
• The Tricky Part of the Fed’s Next Rate Increases
  WSJ
• No Lehman Repeat, but a Great Opportunity to Lose Money Is Coming Anyway
  WSJ
• Turkey Takes Action on Strained Economy With Big Rate Rise
  WSJ
• Car Makers Have a Lot to Lose From China’s Slowdown
  WSJ
• Erdogan leaves cloud of uncertainty over central bank autonomy
  FT

Thursday, September 13, 2018

General

• Wall Street rises as Apple leads tech rebound, trade worries soften
  Reuters
• Turkish central bank hikes rates in a bid to save tumbling currency
  CNBC
• U.S. consumer prices rise slowly; jobless claims near 49-year low
  Reuters
• Fed fears it may have been too successful at whipping US unemployment
  Reuters
• ECB stays on course to curb stimulus even as growth risks rise
  Reuters
• Draghi Ups Warning on High Debt Amid Italian Fiscal Tensions
  BloombergQ
• World is sleepwalking toward another financial crisis, former UK PM Brown warns
  Reuters
• U.S. firms in China feeling 'clear and far reaching' trade war pinch: survey
  Reuters
• Italy's Budget Battles Fan Speculation Over Tria's Fate
  BloombergQ
• China may use its property markets to defend against Trump's trade war offensive
  CNBC
• David Tepper says the bull market is in the late innings and he's sold some stock holdings
  CNBC
• Fewer Households in Hurricane Florence’s Path Have Flood Insurance Than in 2013
  WSJ
• Washington’s Sanctions Push Sinks Russian Bonds
  WSJ
• Why Americans still feel financially unwell 10 years after crash
  FT
• Is the ECB still ready to say goodbye to QE?
  FT
• Turkey’s central bank faces test of independence
  FT

Wednesday, September 12, 2018

Evening

• Tech Decline Overrides U.S.-China Trade Optimism: Markets Wrap
  BloombergQ
• U.S. officials have reached out to China for new trade talks: sources
  Reuters
• Fed’s Beige Book finds pockets of weaker growth
  MarketWatch
• China Aug new loans fall as cooling economy makes both banks, borrowers wary
  Reuters
• Dalio Says U.S. Two Years From Downturn
  BloombergQ
• U.S. Proposing New Round of Trade Talks With China
  WSJ
• Why Florence Is Dangerous for Insurers
  WSJ
• Median Household Income Rose 1.8% in 2017, Census Bureau Figures Show
  WSJ
• Fed’s Brainard says short-term rates may rise above longer-term estimates
  FT

General

• Stocks Mixed as Euro, Pound Fall; Bonds Advance: Markets Wrap
  BloombergQ
• Asia stocks slip to 14-month lows on simmering trade worries
  Reuters
• Italian bond yields rise as tensions over budget resurface
  Reuters
• Trade war takes a heavy toll on Chinese stocks, and investors
  Reuters
• U.S. producer prices post first drop in one-and-half years
  Reuters
• Markets See Highest Chance Yet of Two More Fed Hikes in 2018
  BloombergQ
• Rates are about to hit a key level that could cause trouble for stocks
  CNBC
• The Fed is trying to finally get back to 'normal' after the crisis, but skeptics doubt it truly can
  CNBC
• PBOC Resumes Injections After 15-Day Halt Drives Up Money Rates
  BloombergQ
• Argentina Holds Rate At World-High 60 Percent To Fight Inflation
  BloombergQ
• Erdogan Names Himself Turkey Wealth Fund Chairman in Shakeup
  BloombergQ
• How Merkel Might Name Draghi's Successor as a Consolation Prize
  BloombergQ
• Russia starts biggest war games since Soviet fall near China
  Reuters
• As Elkhart, Ind., Goes, So Goes the Nation, and Elkhart Is Nervous
  NYT
• Emerging Markets Are Busting, Again
  NYT
• The Epicenter of the Housing Bust Is Booming Again. (That’s a Warning Sign.)
  WSJ

Tuesday, September 11, 2018

Evening

• Tech, energy stocks lift Wall Street
  Reuters
• Oil rises more than 2 percent as U.S. sanctions on Iran squeeze supply
  Reuters
• Two-year Treasury yield rises to highest since 2008
  CNBC
• U.S. budget deficit widens to fifth-highest ever, CBO reports
  MarketWatch
• Impending $144 billion in new supply boosts yields
  Reuters
• Record U.S. job openings, quits rate boost wage growth outlook
  Reuters
• Atlanta Fed cuts U.S. third-quarter GDP view below 4 percent
  Reuters
• Lagarde warns of US-China trade war ‘shock’ to emerging markets
  FT

General

• Wall Street flat, tech boost softens trade war fears
  Reuters
• World stocks hit by trade strain, Brexit talk supports sterling
  Reuters
• China's Stocks Near 2016 Low Have Asia Markets on Knife Edge
  BloombergQ
• China seeks WTO backing for sanctions on U.S. over dumping duties
  Reuters
• Small business optimism surges to highest level ever, topping previous record under Reagan
  CNBC
• Ten years after Lehman, spotting the next crisis: McGeever
  Reuters
• 'The game's changed': Central banks are no longer driving markets, strategist says
  CNBC
• How the Emerging-Markets Contagion Loop May Play
  BloombergQ, Das
• Mark Carney to stay on at Bank of England until 2020
  BBC
• Watch Ray Dalio's full interview on the 2008 financial crisis
  CNBC
• Florence Could Cost Insurers Up to $20 Billion in Early Forecast
  BloombergQ
• From Trump to Trade, the Financial Crisis Still Resonates 10 Years Later
  NYT
• Economic Confidence Is Really High. Perhaps It’s Time to Sell.
  WSJ
• Steel Workers Demand Higher Pay Raises as Tariffs Lift Profits
  WSJ
• A Return to Normalcy Will Be the Fed’s Biggest Test
  WSJ
• Dreams Turn Sour as Turkey’s Building Boom Sags
  WSJ
• U.S. Holds Talks With U.K., France on Possible Syria Strikes
  WSJ
• Trade wars: China fears an emerging united front
  FT
• After the crisis, the banks are safer but debt is a danger
  FT
• Xi Jinping and Vladimir Putin vow to fight protectionism
  FT
• China Bond Traders Boost Leverage With PBOC Watching Closely
  BloombergSub

Evening

• Asia markets poised for cautious open amid possible second meeting between Kim and Trump
  CNBC
• S&P, Nasdaq edge higher after recent losses but Apple drags
  Reuters
• House Republicans propose more tax cuts as elections near
  Reuters
• Between Trump and Brussels, Trade Talks Face Myriad Challenges
  NYT
• China Sees Hints of a Past Threat: Inflation
  NYT

Monday, September 10, 2018

General

• Europe leads fightback after Asian shares floored again
  Reuters
• Chinese Shares Slide Near 2016 Low as Trump's Trade Threat Grows
  BloombergQ
• Oil prices climb as U.S. drilling stalls, Iran sanctions loom
  Reuters
• China vows to respond if U.S. takes new steps on trade
  Reuters
• China's August producer inflation eases, points to more pressure on economy
  Reuters
• Japan second-quarter GDP posts fastest growth since 2016 on stronger-than-expected capex
  Reuters
• Emerging-Markets Calm Is Likely to Give Way to More Volatility
  BloombergQ
• Sweden faces political impasse after far-right election gains
  Reuters
• Stronger U.S. economy may warrant 'restrictive' rates: Boston Fed's Rosengren
  WSJ
• The 5G Race: China and U.S. Battle to Control World’s Fastest Wireless Internet
  WSJ
• Borrowers Struggle to Raise Funds as Emerging Markets Tumble
  WSJ
• Federal Reserve Considers a New Tool to Avert Crises
  WSJ
• U.S. Says Syria Plans Gas Attack in Rebel Stronghold
  WSJ
• America, China and the route to all-out trade war
  FT
• Seven countries at risk of exchange rate crises: Nomura
  FT
• Federal Reserve faces key decisions as balance sheet shrinks
  FT
• Chinese soldiers join Russia’s largest military exercise since cold war
  FT