Daily News Links

8599 posts

Tuesday, November 27, 2018

Evening

• Wall Street reverses losses after White House adviser's trade remarks
  Reuters
• Trump open to deal with Xi at dinner but with conditions: Kudlow
  Reuters
• Trump attacks Fed Chairman Powell: 'I'm not even a little bit happy with my selection of Jay'
  CNBC
• Exclusive: China envoy warns of dire consequences if U.S. hardliners hold sway
  Reuters
• Larry Kudlow: White House is having 'a lot of communication with the Chinese government at all levels' ahead of critical Trump-Xi meeting at G-20
  CNBC
• Here's what to expect from Fed Chief Powell's most important speech yet
  CNBC
• White House 'disappointed' in China trade response ahead of Trump-Xi
  Reuters
• Trump may impose tariffs on imported cars from next week
  Reuters
• Fed's Clarida more sensitive to data, still backs U.S. rate hikes
  Reuters
• General Motors' shares fall after Trump threatens to cut its subsidies as retaliation for layoffs
  CNBC
• Why Oil Prices Took Such a Tumble—and What Comes Next
  WSJ
• White House casts doubt on G20 deal to resolve China trade war
  FT
• Political tensions spill over into global debt markets
  FT
• Mexican inauguration rattles investors’ nerves
  FT

General

• U.S. Stocks Mixed Amid Trade Talk; Dollar Advances: Markets Wrap
  BloombergQ
• Home Prices in 20 U.S. Cities Rise Least in Almost Two Years
  BloombergQ
• Trump to Keep Mnuchin, Ross in Cabinet Posts for Now, Sources Say
  BloombergQ
• Fed's Clarida says interest rates are 'much closer' to neutral
  CNBC
• Trump Suggests 10% Tariffs May Be Placed on iPhones, Laptops
  BloombergQ
• Early Indicators Show China Slowed for a Sixth Month in November
  BloombergQ
• Whether it's a hollow truce or a handshake agreement, the G-20 will likely hurt the yuan
  CNBC
• Explainer-Chaos, or keep calm and carry on? What happens if UK's May loses Brexit vote
  Reuters
• Hong Kong's Home Market Suffering Worst Declines Since 2016
  BloombergQ
• Ukraine introduces martial law citing threat of Russian invasion
  Reuters
• When Blue Chip Companies Pile on Debt, It’s Time to Worry
  NYT
• Fed Shifts to a Less-Predictable Approach to Policy Making
  WSJ
• GM Closings a Fresh Sign of Worry for Economy
  WSJ
• Haley Calls Russia Reckless in Tense Standoff With Ukraine
  WSJ
• Donald Trump and Xi Jinping face trade showdown at G20 summit
  FT
• Falling oil prices put new pressure on US energy sector
  FT
• ECB’s corporate exit leaves bond investors on edge
  FT

Monday, November 26, 2018

Evening

• US Pres. Trump: Expects to move ahead with boost on China tariffs - WSJ
  FXStreet
• Technology Spurs Stock Rebound; Treasuries Decline: Markets Wrap
  BloombergQ
• Italian bond yields fall as Rome signals cut to deficit target
  Reuters
• Bitcoin sinks as cryptocurrency sell-off gathers pace
  Reuters
• GM to slash jobs and production as U.S. sedan sales sink
  Reuters
• WTO's quarterly indicator suggests trade growth slowing further in fourth quarter
  Reuters
• Russia ignores Western protests over seized Ukrainian ships, Ukraine mulls martial law
  Reuters
• Trump Expects to Move Ahead With Boost on China Tariffs
  WSJ
• The U.S. Housing Boom Is Coming to an End, Starting in Dallas
  WSJ
• Oil’s Tumble Threatens U.S. Shale Drillers
  WSJ
• A dangerous escalation of tensions in the Black Sea
  FT
• Billionaires Are Leveraging Up in Case of Downturn, Banker Says
  BloombergSub

General

• Global Stocks Rebound With Oil; Italy Bonds Rally: Markets Wrap
  BloombergQ
• Oil prices stabilize after 'Black Friday' plunge
  Reuters
• Grim Stock Signals Piling Up as Wall Street Mulls Recession Odds
  BloombergQ
• Japan November factory activity expands at slowest pace in two years: flash PMI
  Reuters
• Global wage growth slumps to 1.8 percent in 2017, lowest in a decade: ILO
  Reuters
• In China's hinterland, car market growth engine sputters
  Reuters
• Italy Studying Lower Deficit Goal After EU Talks: Budget Update
  BloombergQ
• Goldman expects commodities to rebound next year, says oil and gold prices are 'extremely attractive'
  CNBC
• Australian regulators watching non-banks for financial stability risks: RBA
  Reuters
• Asia’s Liquidity Squeeze Is the Worst Since 2008
  BloombergQ
• Kuroda voices confidence BOJ can shrink balance sheet smoothly
  Reuters
• China’s Tech Giants Are Looking Weaker Than Ever
  BloombergQ
• Russia fires on and seizes Ukrainian ships near annexed Crimea
  Reuters
• U.S. Pension Funds Turn to Riskier Real-Estate Bets
  WSJ
• Russia-Ukraine Standoff Intensifies Over Captured Vessels
  WSJ
• The US, China and Wall Street’s new man in the middle
  FT

Sunday, November 25, 2018

Evening

• Asian Stocks Mixed as Treasuries Steady Near 3%: Markets Wrap
  BloombergQ
• Oil prices edge up after nearly eight-percent 'Black Friday' plunge
  Reuters
• Powell speaks, Trump and Xi meet — What you need to know in the week ahead
  Yahoo Finance
• Ukraine accuses Russia of firing on some of its ships in an incident on the Black Sea
  AP
• Borrowers Are Tapping Their Homes for Cash, Even as Rates Rise
  WSJ
• No Refuge for Investors as 2018 Rout Sends Stocks, Bonds, Oil Lower
  WSJ
• Trade war puts US tech sector in line of fire
  FT

General

• EU agrees 'best possible' Brexit deal, urges Britons to back May
  Reuters
• Bitcoin extends losses, slides under $3500 to lowest since September 2017
  CNBC
• Wall St Week Ahead-Investors caught in crossfire of fight for holiday shoppers
  Reuters
• France braces for economic blow from 'yellow vest' protests
  Reuters
• Draghi Opens Crucial ECB Week as Bond-Buying Exit Decision Nears
  BloombergQ
• U.K., EU Approve Hard-Fought Brexit Divorce Deal. Now the Harder Work Begins.
  WSJ
• This Brexit deal is the best available
  FT

Saturday, November 24, 2018

General

• Trump dismisses report he is unhappy with Treasury's Mnuchin
  Reuters
• U.S. fund investors signal concern on credit
  Reuters
• Gibraltar deal clears way for Sunday Brexit summit
  Reuters
• Italy’s leader to EU: we won’t budge on debt-swelling budget
  AP
• Salvini Threatens Italy Government Collapse If Deficit Changed
  BloombergQ
• Rising bond yields could hit Italian economy: ECB's Nouy
  Reuters
• PBOC Calls for Tougher Oversight of Financial Holding Companies
  BloombergQ
• In Oil’s Huge Drop, All Signs Say Made in the U.S.A.
  WSJ
• Market corrections mark overdue return to pre-QE investing
  FT

Friday, November 23, 2018

Evening

• Stocks Fall as Oil's Slide Punishes Energy Shares: Markets Wrap
  BloombergQ
• US crude plunges 7.7%, settling at $50.42, as oil loses more than a third of its value
  CNBC
• Bank of Italy Warns of Risk in Low Growth, High Public Debt
  BloombergQ
• Senior Loan ETF Sees Massive Outflows as Credit Cracks Deepen
  BloombergQ
• Trump's quest to drive down oil prices turns the screw on American drillers
  CNBC
• Investment Banks’ Secret Cash Cow
  WSJ
• Oil Prices Plunge on Global Growth Concerns
  WSJ
• Why China’s Deleveraging Has Faltered
  WSJ
• Bank of Italy sounds the alarm over banks’ stability
  FT

General

• U.S. Stocks Drop; Copper Declines With Oil: Markets Wrap
  BloombergQ
• China leads Asian shares lower on growth, trade worries
  Reuters
• Oil plunges 7% to new 2018 low
  CNBC
• Treasuries-Yields fall as lower stocks boosts safety bid for bonds
  Reuters
• G20, forged in crisis, faces major test next week: Donald Trump
  Reuters
• Trump, Xi Signal Readiness for Trade Talks Ahead of G-20 Meeting
  BloombergQ
• China wants trade talks with United States to be equal, mutually beneficial
  Reuters
• China says WTO faces 'profound crisis', urges reform
  Reuters
• Euro zone business activity in the slow lane as exports brake
  Reuters
• How Greece Is Scrambling to Save Its Banks — Again: QuickTake
  BloombergQ

Thursday, November 22, 2018

General

• Stocks Drop in Quiet Holiday Trading; Pound Jumps: Markets Wrap
  BloombergQ
• European stocks wilt after tech reboot fails
  Reuters
• Oil falls on rising U.S. inventories, OPEC talk of cut limits loss
  Reuters
• US-China trade war could go on until 2020 presidential elections
  CNBC
• WTO says G20 trade restrictions soar, cover $481 billion of trade
  Reuters
• Stock market volatility: Options traders expect more, more, more
  Reuters
• China Confronts the Pain of Deleveraging, and Blinks
  BloombergQ
• China says U.S. accusations of unfair trade practices 'groundless'
  Reuters
• Chinese consumers aren't spending as much. Many are worried about the future
  CNBC
• The EU Is More Worried About Italy Than Brexit
  BloombergQ
• Carry-Trade Warriors of Emerging Markets Enjoy Best Month in Ten
  BloombergQ
• How Bitcoin’s Crash Compares to History’s Biggest Bubbles
  BloombergQ
• Global Selloff Tests Changed Credit Market
  WSJ
• Rising Rates Are Roiling Nonbank Mortgage Lenders
  WSJ
• ECB holds fast on stimulus withdrawal plans despite weak data
  FT

Wednesday, November 21, 2018

Evening

• Tech Rebound, Small Cap Strength Pace Stocks Rally: Markets Wrap
  BloombergQ
• Crude Gains Most in 5 Months, Shrugging Off U.S. Inventory Gain
  BloombergQ
• U.S. Consumer Sentiment Sours More Than Forecast in November
  BloombergQ
• Hedge funds suffer worst month in nearly three years in October and are now down for the year
  CNBC
• Hedge funds are in a 'vicious downward cycle' as their favorite stocks badly trail market
  CNBC
• Harvesting in a trade war: U.S. crops rot as storage costs soar
  Reuters
• Italy’s Populists Lose a Big Confidence Vote
  BloombergQ
• Markets Are Revealing the Sum of All Risks
  NYT
• Existing-Home Sales Suffer Largest Annual Drop in Four Years
  WSJ
• Four Charts Showing How Global Credit Markets Have Turned Sour
  BloombergSub
• CDOs Reincarnated as a Hybrid of Junk Bonds and Leveraged Loans
  BloombergSub

General

• Wall Street bounces back as tech shares recover
  Reuters
• World stocks try to find feet after tech-driven rout
  Reuters
• Oil Rebounds From One-Year Low as U.S. Crude Stockpiles Drop
  BloombergQ
• Money Markets-Dollar LIBOR posts biggest rise in eight months
  Reuters
• U.S. core capital goods orders flat; jobless claims rise
  Reuters
• Mortgage refinance applications hit 18-year low
  CNBC
• A $9 trillion corporate debt bomb is 'bubbling' in the US economy
  CNBC
• Investors Pulled $29 Billion in October, Most in Three Years From Funds
  BloombergQ
• Dearth of Italian bond deals flashes long-term debt danger
  Reuters
• PIMCO's bond chief Balls says Italy default cannot be ruled out
  Reuters
• China’s Warning to Market Economists: Toe the Party’s Line
  BloombergQ
• WTO Starts U.S. Tariffs Probe, Crossing Trump's Red Line
  BloombergQ
• Beijing to Judge Every Resident Based on Behavior by End of 2020
  BloombergQ
• Frackers’ Growth Ambitions Clouded by Drop in Oil Prices
  WSJ
• Italy’s Big Budget, Designed to Help Business, Is Hurting It
  WSJ
• US-China trade war risks heavy toll on growth, says OECD
  FT
• China’s ‘sharp power’ play in Taiwan
  FT