Daily News Links

8387 posts

Sunday, August 19, 2018

Evening

• Asia Stocks Mixed; Dollar, Yuan Little Changed: Markets Wrap
  BloombergQ
• David Stockman: ‘Unhinged White House’ to cause stock market crash
  CNBC
• Turkish lira crisis poses additional risk to German economy: finance ministry
  Reuters
• US companies push rising costs on to customers
  FT
• Commodity prices suffer as emerging markets tumble
  FT
• Renewed HK dollar pressure coming from weak renminbi
  FT
• Italian call for ECB to continue bond buying programme
  FT

General

• Big Questions on Global Economy Hang Over Jackson Hole Gathering
  BloombergQ
• China regulator asks financial institutions to support infrastructure investment
  Reuters
• Tough talks, no agreements at Merkel, Putin meeting near Berlin
  Reuters
• As Euro Crisis Ends, Italy Stokes Fear of a Revival
  WSJ
• Venezuela Devalues Currency and Hikes Wages, Stoking Fears About Instability
  WSJ
• Emerging market turmoil set to take centre stage again
  FT

Saturday, August 18, 2018

General

• Turkey's Erdogan says to challenge 'games' on the economy
  Reuters
• Italian banks a bigger risk than Turkey
  Euromoney
• Gold Trading Volumes Double in Turkey Amid Currency Crisis
  BloombergQ
• China complains about Pentagon report, says it is 'pure guesswork'
  Reuters
• The West Hoped for Democracy in Turkey. Erdogan Had Other Ideas.
  NYT
• Merkel and Putin: A Long History of Distrust and Reconciliation
  NYT
• Freddie Mac Joins Rental-Home Boom
  WSJ

Friday, August 17, 2018

Afternoon

• Wall Street rises on news of trade progress
  Reuters
• Turkey's lira weakens 3 percent, Trump says won't take pastor's detention 'sitting down'
  Reuters
• S&P cuts Turkey credit rating deeper into junk territory
  CNBC
• USTR doubles length of tariff hearing on $200 billion of China goods
  Reuters
• U.S., China Plot Road Map to Resolve Trade Dispute by November
  WSJ
• How Erdogan’s Push for Endless Growth Brought Turkey to the Brink
  WSJ
• Turkey: the perils of Erdogan’s power grab
  FT

General

• Big Caps Climb as Weakness in Semis Weighs on Tech: Markets Wrap
  BloombergQ
• Turkey's lira weakens more than 6 percent on threat of more U.S. sanctions
  Reuters
• Trump says the US 'will pay nothing' to Turkey for the release of detained pastor
  Reuters
• Powell to Discuss Economy and Monetary Policy at Jackson Hole
  BloombergQ
• Wage growth puzzle on next week's Jackson Hole agenda
  Reuters
• Turkish court rejects U.S. pastor Brunson's appeal for release: Haberturk
  Reuters
• Trump pushes to study an end to quarterly earnings reports as a way to help business do 'even better'
  CNBC
• China Premier says will introduce new measures to boost private investment: Xinhua
  Reuters
• Chinese Media Warns of Japan's Plaza Accord Lessons
  BloombergQ
• Canadian inflation accelerates, lifting prospects of September hike
  Reuters
• Musk Details ‘Excruciating’ Personal Toll of Tesla Turmoil
  CNBC/NYT
• Pentagon says China military 'likely training for strikes' on U.S. targets
  Reuters
• U.S. Signals It Could Sanction China Over Iran Oil Imports
  WSJ
• Cost of junk debt casts doubt on US expansion
  FT
• Global equity market shrinks as buybacks surge
  FT
• China orders bad debt managers to help failing P2P lenders
  FT
• Corporate power on the agenda at Jackson Hole
  FT
• China, Unsure of How to Handle Trump, Braces for ‘New Cold War’
  BloombergSub

Thursday, August 16, 2018

Afternoon

• Stocks Rise as Walmart Surge Lifts Grocery Chains: Markets Wrap
  BloombergQ
• El-Erian, BlackRock Flag Turkey Risk as U.S. Eyes Sanctions
  BloombergQ
• Trump Changes Tune on Dollar After Talking Down the Currency
  BloombergQ
• Housing tipping back to a buyer's market as sellers cut prices
  CNBC
• U.S. Junk Bonds Are Beating Global Sovereign Debt in Rare Shift
  BloombergQ
• Rising rates imperil world’s priciest property market
  FT

General

• Shares, emerging market currencies steady after mauling
  Reuters
• China, U.S. to hold lower-level trade talks in late August
  Reuters
• US homebuilding rebounded less than expected in July from a nine-month low
  CNBC
• Exclusive: China central bank bars some offshore lending in latest move to support yuan
  Reuters
• China Says Trump's `America First' Policies Are Hurting U.S.
  BloombergQ
• Turkey must commit to policies to promote stability amid market volatility-IMF
  Reuters
• Japan central bank may tolerate yield rises to around 0.4 percent: ex-BOJ executive
  Reuters
• How Freaked Out Are Italian Investors? Very.
  BloombergQ
• Chinese hackers targeted U.S. firms, government after trade mission: researchers
  Reuters
• U.S., China to Resume Trade Talks as Tariffs Bite
  WSJ
• Investors Abandon Risk as Economic Fears Grip Markets
  WSJ
• Turkey’s Energy Bill Soars as Its Currency Tumbles
  WSJ
• Leveraged Loans Not as Safe as They Once Were
  WSJ
• Erdogan and Trump battle it out in the lira blame game
  FT
• Turkey’s fledgling finance minister put to the test
  FT
• Mike Pence fires warning shot to Turkey as Qatar vows $15bn support
  FT
• Erdogan can’t sidestep the IMF for long
  FT

Wednesday, August 15, 2018

Evening

• Stocks Tumble as Tech, Commodities Trigger Fears: Markets Wrap
  BloombergQ
• Oil prices sink 3% after big, unexpected jump in US crude stockpiles
  CNBC
• Qatar Comes to Rescue as Turkey Moves to Avert Financial Crisis
  BloombergQ
• Turkey says ready to discuss issues with U.S. without threats
  Reuters
• These charts of past currency crises show Turkey may face a lot more pain
  CNBC
• U.S. targets Chinese and Russian firms with breach of North Korea sanctions
  Reuters
• U.S. Policy Stirs Foreign Markets
  WSJ
• Italian debt hit by fresh sell-off
  FT

General

• Stocks Sink on Tech Weakness, Rout in Commodities : Markets Wrap
  BloombergQ
• Resurgent dollar sends commodities and emerging markets reeling again
  Reuters
• Turkish Lira Jumps as Regulator Curbs Bank Swap Transactions
  BloombergQ
• Turkey doubles tariffs on some U.S. imports; lira rallies
  Reuters
• Hong Kong Monetary Authority intervenes in currency market for first time since May
  SCMP
• China could reportedly use its 'unwritten' tech rules as an 'invisible tool' against US firms
  Reuters
• U.S. retail sales increase strongly in July
  Reuters
• U.S. second-quarter productivity strongest in three years
  Reuters
• Chinese oil importers shun U.S. crude despite tariff reversal
  Reuters
• No Stopping China's Property Market as Smaller Cities Set Record
  BloombergQ
• China says U.S. solar tariffs violate trade rules, lodges WTO complaint
  Reuters
• $100 Million Was Once Big Money for a Start-Up. Now, It’s Common.
  NYT
• Turkey Shifts Closer to Russia
  WSJ
• Missed Bond Payment in Xinjiang Stirs Chinese Debt Fears
  WSJ
• Turkish central bank raises rates via the backdoor
  FT
• Currency pressure forces Hong Kong and Indonesia into action
  FT
• US convertible debt splurge reflects tech shares rally
  FT

Tuesday, August 14, 2018

Evening

• Wall St. rises on earnings optimism, lira rebound
  Reuters
• U.S. official warns of more actions against Turkey if pastor not freed
  Reuters
• Emerging economies face threat of Turkey knock-on effect
  Reuters
• Investors haven't been this bullish on US stocks since January 2015
  CNBC
• Prices Are Rising for Walmart and Consumers May Feel the Pain
  BloombergQ
• Trump’s Trade War Is Rattling China leaders
  NYT
• Sinking Turkish Lira, Indian Rupee Fuel Fears of Contagion
  WSJ
• Financial tremors threaten Recep Tayyip Erdogan’s hold on Turkey
  FT

General

• Shares regain footing as lira roars out of rout
  Reuters
• Erdogan says Turkey will boycott U.S. electronics, lira steadies
  Reuters
• Calm Comes to Emerging Assets as Analysts Reassess Turkey Woes
  BloombergQ
• U.S. Warns Turkey Over Detained Pastor as Market Meltdown Drags On
  BloombergQ
• Erdogan Escalates Row With U.S., Calls for Boycott of iPhones
  BloombergQ
• China's economy cools further, investment growth at record low
  Reuters
• China's July property investment grows at fastest pace in 2-years
  Reuters
• Think Turkey, Argentine Sovereign Debt Is Bad? Look at Companies
  BloombergQ
• Putin Woos Turkey as Erdogan Spars With Trump
  BloombergQ
• China angered at new U.S. defense act, to assess content
  Reuters
• Why Turkey’s Financial Crisis Matters Outside Turkey
  NYT
• Turkey Crisis Puts Spotlight on Emerging Market’s Foreign-Currency Debt
  WSJ
• Turkey’s Banks Bear Weight of Currency Crisis
  WSJ
• China’s Growth Engine Sputters as It Battles U.S. Over Trade
  WSJ
• Turkish business feels the pain of currency crisis
  FT
• Chinese regional investment arm in landmark bond default
  FT

Monday, August 13, 2018

Evening

• U.S. Stocks Fall, Dollar Gains Amid Turkey Fears: Markets Wrap
  BloombergQ
• Oil falls 2 pct as focus shifts to softer demand outlook
  Reuters
• Trump aide Bolton met Turkish envoy to discuss U.S. pastor: White House
  Reuters
• Stress Mounts in Turkish Bank Bonds Battered by Lira's Slide
  BloombergQ
• Argentina to increase benchmark interest rate to 45 pct -central bank
  Reuters
• Erdogan vows action against 'economic terrorists' over lira plunge
  Reuters
• 'What happens in Turkey won't stay in Turkey': Why this debt crisis could be different
  CNBC
• Turkey's crashing currency likely to unleash wave of bad loans in region
  CNBC
• Goldman Sachs warns about US companies' emerging market exposure as Turkey crisis flares up
  CNBC
• Italy's League sees euro collapse without ECB bond guarantee
  Reuters
• More than 1 million people default on their student loans each year
  CNBC
• Turkey’s Currency Crisis Tests Erdogan’s Authoritarian Approach
  NYT
• Fintech Crowd Dives Into Subprime Credit-Card Lending
  WSJ
• Turkish lira crisis starts to hit other emerging markets
  FT
• China’s high-speed rail and fears of fast track to debt
  FT

General

• Stocks, EM Currencies Drop as Turkey Fever Spreads: Markets Wrap
  BloombergQ
• Turkish lira pulls back from record low, markets rattled
  Reuters
• Turkish sovereign, bank dollar bonds extend losses
  Reuters
• Emerging markets shares drop on deepening Turkey crisis
  CNBC
• Asian currencies weaken; Indonesian rupiah leads losses
  Reuters
• Turkey Takes First Steps to Bolster Banks Amid Lira Decline
  BloombergQ
• Italian Populists Fight Contagion From Turkey's Market Meltdown
  BloombergQ
• China’s Giant Banks Top This Ranking. And That’s a Cause for Concern
  BloombergQ
• The Chinese street's view of the trade war: some say they won't buy U.S. products
  Reuters
• China-U.S. Trade Spat Is Just a Start to the Economic Cold War
  BloombergQ
• China's July new loans rise to 1.45 trillion yuan, above forecasts - CBIRC
  Reuters
• Frackers Burn Cash to Sustain U.S. Oil Boom
  WSJ
• Turkey currency crisis fuels risk-off mood in Asia
  FT
• Toll of scuppered deals this year hits $540bn
  FT