Daily News Links

8811 posts

Wednesday, February 6, 2019

General

• World shares mixed following Trump’s State of Union speech
  Reuters
• Steven Mnuchin says trade talks ‘very productive’ so far, confirms he’s headed to Beijing next week
  CNBC
• Trump Says Trade Deal With China Must Include Structural Change
  Bloomberg
• U.S. mortgage applications fall as borrowing costs slip: MBA
  Reuters
• EU's Tusk rebuffs May, says Brexiteers deserve a place in hell
  Reuters
• German factory orders slide in December, undercut forecasts
  AP
• Investors are buying stocks and bonds at the same time, which means something has to give
  CNBC
• Wall Street Veteran Says U.S.-China Deal Will Be Sell Trigger
  Bloomberg
• ECB Is Said to Need More Convincing on Long-Term Loans for Banks
  Bloomberg
• The Next Shadow-Banking Crisis in India
  Bloomberg

Tuesday, February 5, 2019

Evening

• Earnings send Wall Street higher ahead of Trump State of the Union speech
  Reuters
• Gold edges higher as market awaits Trump address
  Reuters
• U.S.' Mnuchin, Lighthizer to hold talks next week in China: sources
  Reuters
• U.S. services sector activity at six-month low; shutdown blamed
  Reuters
• In a surprising twist, the state of housing demand is suddenly strong again – but it could be temporary
  CNBC
• Weak demand for U.S. consumer loans fuels spending outlook worries
  Reuters
• Goldman Sachs: If you missed the January rally, you likely missed the 2019 gain
  CNBC
• Italy's Di Maio meets French 'yellow vests', hails 'winds of change'
  Reuters
• Beijing wary of warnings from the past as it hits ‘18%’ mark
  FT

General

• Stocks sizzle at 2-month highs, iron ore still on fire
  Reuters
• Here’s what investors should watch for in Trump’s State of the Union
  CNBC
• Fed Chair Powell and Trump met Monday to discuss economy: Fed
  Reuters
• Fed's Mester says rates may need to rise if U.S. growth stays on track
  Reuters
• Profits in the first quarter are now expected to decline as company outlooks fall short
  CNBC
• Loose money era leaves trail of U.S. corporate debt junkies
  Reuters
• Trump to choose Treasury's Malpass to lead World Bank: sources
  Reuters
• 5 reasons why autonomous cars aren’t coming anytime soon
  AP
• Exclusive: Fed could raise rates as much as twice this year - BlackRock's Rieder
  Reuters
• Iran warns Israel against further air strikes in Syria
  Reuters
• Soak the rich? Americans say go for it
  Politico
• Tech Is Splitting the U.S. Work Force in Two
  NYT
• Negative Rates Would Have Sped Up Economic Recovery, Fed Paper Says
  WSJ
• Car Dealer Lots Are Flush With Unsold Cars as Sales Are Expected To Drop
  WSJ
• To Gauge the Health of the Global Economy, Look to Purchasing Managers
  WSJ
• Out-of-State Buyers Flock to Miami
  WSJ
• Market calm gives volatility funds a green light to buy
  FT
• Italian services sector slips back into contraction in January — PMI
  FT
• Weidmann Comeback Could Yet Jolt ECB Race for Draghi Succession
  Bloomberg
• Trade Hawks Quietly Bristle as Trump’s China Deadline Approaches
  Bloomberg
• Australians Close Their Wallets as Retail Sales, Imports Tumble
  Bloomberg

Monday, February 4, 2019

Evening

• Tech boost pushes Wall Street to session highs
  Reuters
• Loan demand falls among U.S. businesses, households: Fed banking survey
  Reuters
• The Malaise in Global Trade Is Only Getting Worse
  WSJ
• Vix slides to four-month low as dovish Fed soothes fear gauge
  FT

General

• Wall Street flat as tech boost offset by lower oil prices
  Reuters
• Oil prices edge lower, tightening supply outlook supports
  Reuters
• U.S. factory orders unexpectedly fall in November
  Reuters
• White House adviser: 'A lot of work to do' in China trade talks: CNBC
  Reuters
• Chuck Schumer and Bernie Sanders call for restricting corporate share buybacks
  CNBC
• Germany's Merkel drops hint of a 'creative' Brexit compromise
  Reuters
• Beijing has been ‘ineffective’ in reviving its slowing economy: JP Morgan
  CNBC
• Germany facing big budget hole as economy slows: finance ministry document
  Reuters
• Australia vows to clean up financial sector after landmark misconduct inquiry
  Reuters
• The ‘splinternet’: How China and the US could divide the internet for the rest of the world
  CNBC
• Australia's central bank faces watershed week for policy
  Reuters
• China Fears Loom Over Stocks After January Surge
  WSJ
• January’s Stock-Market Rally Revives Appetite for Risky Margin Loans
  WSJ
• Non-bank lenders thrive in the shadows
  FT
• Forget fear and greed. Confusion is now markets’ watchword
  FT
• The Safest Trade on Wall Street Is Entering the Danger Zone
  Bloomberg

Evening

• Asia stocks quiet, dollar supported after upbeat U.S. jobs data
  Reuters
• Xi Jinping and Donald Trump ‘may meet in Da Nang, Vietnam’ at the end of February
  SCMP
• Fed's Kashkari says Powell is 'coming around' to his dovish view
  Reuters
• Germany could face budget deficits for years to come: Bild, citing government document
  Reuters
• Behind Tech’s Shine, Some Warnings Signs Appear
  NYT

Sunday, February 3, 2019

General

• Wall St Week Ahead-Fed pause validates market fears about U.S. growth
  Reuters
• China's services sector moderates in January but still solid: Caixin PMI
  Reuters
• May will seek 'pragmatic' solution to Brexit deal in Brussels
  Reuters
• Trump says sending military to Venezuela 'an option': CBS
  Reuters
• Bond Rally Suggests the Stock Market Honeymoon Is on Borrowed Time
  WSJ
• Small Businesses Are Waving the Caution Flag
  WSJ
• For Some Companies, Tax-Cut Gains Are Smaller Than They Once Appeared
  WSJ
• Asia Stocks Having a ‘Bear-Market Bounce,’ JPMorgan Asset Says
  Bloomberg
• Feud Between U.S. Allies Deepens as Trump Sits on Sidelines
  Bloomberg

Saturday, February 2, 2019

General

• Russia suspends nuclear arms treaty after U.S. says to pull out
  Reuters
• Venezuelan general urges military to disavow Maduro as opposition stages rallies
  Reuters
• What CEOs Are Saying About the Possibility of a Recession
  Bloomberg
• Opinion: The evidence is in: Stocks are in a ‘bull trap’
  MarketWatch
• Why the Fed Made a U-Turn: Perceived Risks to Growth Shifted
  WSJ
• Over 60, and Crushed by Student Loan Debt
  WSJ

Friday, February 1, 2019

General

• Stock rally pauses after disappointing China data
  Reuters
• Italian bond yields jump as weak PMI shines a light on rising deficit
  Reuters
• U.S. job growth surges; unemployment rate rises to 4.0 percent
  Reuters
• Factory activity shrinks across Asia as cooling China threatens global growth
  Reuters
• China central bank told banks to moderate pace of lending in January: sources
  Reuters
• U.S. suspends compliance with INF treaty, may withdraw in six months
  Reuters
• Trump floats fresh Xi summit to settle trade war
  FT
• China factory sector contracts at fastest pace in 3 years: survey
  FT
• Distress test: beware China’s $3tn of troubled debt
  FT
• Investor withdrawals from US loan funds top $19bn
  FT
• China's U.S. Treasury Holdings Continue to Tumble Amid Trade War
  Bloomberg
• Australia’s Housing Downturn Deepens as Prices Hit 2016 Levels
  Bloomberg

Thursday, January 31, 2019

Evening

• Wall Street closes higher with help from Facebook, Fed
  Reuters
• Trump wants 'very big' U.S.-China trade deal, hints at delays
  Reuters
• Bets on U.S. rate cut grow after Fed's dovish shift
  Reuters
• Trump considering Herman Cain for Fed board seat, official says
  Reuters

General

• Friendly Fed fires world stocks to best January on record
  Reuters
• Dollar weaker on Fed's dovish outlook; Aussie dollar, euro gain
  Reuters
• U.S. weekly jobless claims jump to near one-and-a-half year high
  Reuters
• Trump upbeat on China trade talks but wants to meet Xi to cinch deal
  Reuters
• China says its manufacturing activity contracted for the second-straight month in January
  CNBC
• Italy slides into recession, darkening outlook for Europe
  AP
• The Hot Topic in Markets Right Now: ‘Quantitative Tightening’
  NYT
• Central Banks Signal End to Short-Lived Era of Restraint
  WSJ
• The Fed’s Mysterious Pause
  WSJ
• Federal Reserve’s ‘momentous’ U-turn prompts puzzlement
  FT
• Central bank gold-buying reaches half-century high
  FT
• China official manufacturing PMI details ‘not so reassuring’
  FT
• US companies turn to junk bonds over loans to fund deals
  FT
• Italy’s faltering economy will put populists’ plans to the test
  FT
• Liquidity tops list of FX concerns for 2019, says JPM survey
  FT
• India’s Still-Reeling Shadow Banks Face Fresh Cash Shortage Risk
  Bloomberg