Daily News Links

8387 posts

Sunday, September 9, 2018

General

• China's Trade Outlook Darkens as Trump Threatens Total Tariffs
  BloombergQ
• Trump Trade Plans Tempered by Cohn and Mnuchin, Woodward Writes
  BloombergQ
• Boris Johnson Mounts New Attack on May Over Brexit Talks
  BloombergQ
• Argentina, Turkey, Mexico ... fear of contagion haunts emerging markets
  UK Guardian
• U.S. Navy Conducts Military Exercises in Gulf Amid Iran Tension
  BloombergQ
• The Financial Crisis Made Us Afraid of Risk—For a While
  WSJ

Saturday, September 8, 2018

General

• China's record trade surplus with U.S. adds fuel to trade war fire
  Reuters
• Turkey Calls for Global Resistance to U.S. Economic Attacks
  BloombergQ
• Duterte Blames Trump for Soaring Consumer Prices
  BloombergQ
• Russian and Syrian jets pound Idlib province after summit
  Reuters

Friday, September 7, 2018

Evening

• Wall Street drops on tariff worries, with Apple in crosshairs
  Reuters
• Trump Threatens Tariffs on Another $267 Billion of Chinese Imports
  BloombergQ
• Trump ups ante on China, threatens duties on nearly all its imports
  Reuters
• No more neutral rate? The shine comes off the Fed's r-star
  Reuters
• Fed's Kaplan sees 2019 as decision time on rate hike path
  Reuters
• Apple says U.S. tariffs on China would hit 'wide range' of products
  Reuters
• Strong Economy Drove Wages Higher in August as Hiring Heats Up
  WSJ
• Trump Says He’s Preparing Tariffs on Further $267 Billion in Chinese Imports
  WSJ
• Emerging markets: Argentina creaks under extreme stress
  FT

General

• Wall Street opens lower as robust jobs raise rate hike fears
  Reuters
• Yields rise as data shows higher wage pressures
  Reuters
• U.S. job growth surges; annual wage growth largest since 2009
  Reuters
• What Economists Are Saying Ahead of the August U.S. Jobs Report
  BloombergQ
• Trump Says He Wants Shutdown Over Wall, But Not Before Election
  BloombergQ
• Fed likely to need to hike rates 'a bit beyond neutral': Evans
  Reuters
• Republicans could limit SALT impact in new tax legislation
  Reuters
• Fannie-Freddie Plan Unveiled as House Takes Fresh Stab at Reform
  BloombergQ
• Major Chinese paper warns Britain on trade talks after warship sail-by
  Reuters
• Brazil presidential election plunged into chaos after front-runner stabbed
  Reuters
• Chances Fade for U.S.-China Trade Deal
  WSJ
• Fed’s Williams Says Yield Curve Not Deciding Factor in Setting Rates
  WSJ
• How Banks Lost the Battle for Power on Wall Street
  WSJ
• Corporate debt outflows surge
  FT
• The next financial crisis won’t come from a ‘known unknown’
  FT

Thursday, September 6, 2018

Evening

• U.S. Technology Shares Drop, Treasuries Gain: Markets Wrap
  BloombergQ
• House GOP's second phase of tax reform aims to make individual cuts permanent, boost retirement savings
  CNBC
• U.S.-Canada trade talks restart, tackle 'final' issues
  Reuters
• Five surprising outcomes of the 2008 financial crisis
  FT, Tett
• Turkey’s currency crisis triggers a sense of déjà vu
  FT

General

• Tech weakness, trade jitters hit S&P, Nasdaq
  Reuters
• Oil prices fall on emerging market woes, looming tariff deadline
  Reuters
• Trump says not ready to make trade deal with China
  Reuters
• China warns of retaliation if U.S. slaps new tariffs
  Reuters
• As next round of U.S. tariffs on China looms, both sides dig in
  Reuters
• U.S. jobless claims fall to near 49-year low
  Reuters
• Lagarde Says World Finance Not Safe Enough 10 Years After Lehman
  BloombergQ
• Powell Must Answer the Question Greenspan Raised 20 Years Ago
  BloombergQ
• Things Are Not Going to Plan in Trump's U.S. Trade Deficit Wars
  BloombergQ
• Spending on fixed costs rise for largest U.S. cities: S&P
  Reuters
• Brazil police ask that President Temer face fresh corruption charges: document
  Reuters
• Meet the ‘Edgy’ Man Who Could Replace Mario Draghi
  BloombergQ
• Assad Readies Last Major Showdown Of Syria War
  BloombergQ
• What Jack Dorsey and Sheryl Sandberg Taught Congress and Vice Versa
  NYT
• Asian Junk Bonds Can’t Catch a Break
  WSJ

Wednesday, September 5, 2018

Evening

• Nasdaq slumps as Facebook, Twitter weigh on tech stocks
  Reuters
• Bond sell-off to deepen as South Africa slips into recession
  Reuters
• U.S. Congress grills Facebook, Twitter over foreign bids to tilt politics
  Reuters
• Sessions getting serious about tech company crackdown, will meet with state attorneys general
  CNBC
• Italy heads for budget showdown with EU
  FT
• Australia’s property boom ends as credit squeeze begins
  FT

General

• Emerging markets and equities reel as dollar flexes muscles
  Reuters
• U.S. trade deficit rises to five-month high on declining exports
  Reuters
• Canada to stick to guns at NAFTA talks despite Trump pressure
  Reuters
• Weekly mortgage applications are stuck in a rut as rates rise
  CNBC
• Crisis-hit Argentina hopes for improved IMF deal this month
  Reuters
• JP Morgan's top quant warns next crisis to have flash crashes and social unrest not seen in 50 years
  CNBC
• Emerging-Market Contagion Fears Rotate From Currencies to Stocks
  BloombergQ
• Emerging-Market Contagion Fear Sparks Deepening Rout: Inside EM
  BloombergQ
• Rupee Woes Set to Deepen as India Braces for External Headwinds
  BloombergQ
• U.S., Canada Face Tough Issues as They Resume Nafta Talks
  WSJ
• Emerging market sell-off spreads beyond Turkey and Argentina
  FT
• A house, the subprime crisis and the rise of private equity
  FT
• China’s policy choices crucial for global financial stability
  FT

Tuesday, September 4, 2018

General

• Stocks Pare Drop on ISM Data; EM Assets Wobble: Markets Wrap
  BloombergQ
• Emerging market woes mount as dollar hits the boosters
  Reuters
• Dollar rises across the board as trade tensions support
  Reuters
• Treasuries -Yields rise as investors prepare for corporate debt supply
  Reuters
• U.S. factory activity races to 14-year high in August
  Reuters
• Judgment Day Awaits For Plan To Avert Argentine Economic Crisis
  BloombergQ
• The emerging market crisis is back. And this time it's serious
  CNBC
• Chinese Bonds Feel the Chill as Deadly Swine Fever Spreads
  BloombergQ
• Global debt soars, along with fears of crisis ahead
  WashingtonPost/SN
• The Next Financial Crisis Lurks Underground
  NYT
• Economy Gives Fed No Reason for Pause
  WSJ
• Emerging markets under stress as FX correlations rise sharply
  FT

Monday, September 3, 2018

General

• World stocks slip for third day as trade, emerging market worries bite
  Reuters
• Dollar edges higher on escalating global trade tensions
  Reuters
• Turkey's central bank promises action after inflation surges to 18 pct
  Reuters
• Factories feeling the pinch from escalating trade conflict
  Reuters
• Another weak data point shows China's economy is 'now facing relatively obvious downward pressure'
  CNBC
• China August manufacturing growth slows to 14-month low: Caixin PMI
  Reuters
• Italy on collision course with EU over deficit
  Reuters
• Global stocks still hooked on buybacks; trade war snaring more bulls: Reuters poll
  Reuters
• Turkey Missed Its Chance to Stop This Emergency
  BloombergQ
• Local Risks Worsen South Africa's Pain Amid Emerging-Market Rout
  BloombergQ
• Global trade tensions are likely to get even worse after the US midterms, expert says
  CNBC
• Australia House Prices Fall for 11th Month as Downturn Deepens
  BloombergQ
• Stocks’ Return to Records Paves Way for Volatile Autumn
  WSJ
• Companies Ramp Up Worker-Retraining Efforts
  WSJ
• Sino-US trade war prompts rethink on supply chains
  FT
• Argentine currency crisis spreads to politics
  FT