Daily News Links

8599 posts

Tuesday, November 6, 2018

Evening

• Stock futures rise on hope Republicans performing better than expected in midterms
  CNBC
• This map shows where the Senate and House majorities could be won and lost
  CNBC
• Wall Street gains as investors look to U.S. elections
  Reuters
• Oil Heads For 8-Month Low as Specter of Global Shortage Fades
  BloombergQ
• Republican strategists sweat over suburban, women votes in mid-terms
  Reuters
• Midterms May Spur Increased U.S. Fiscal Spending, Not Gridlock
  BloombergQ
• If Democrats win the House, history says the stock market will struggle next year
  CNBC
• Key governor races will shape America's future politics
  Reuters
• Goldman Says Hedge Funds Dove Right Back Into Tech at Rout's End
  BloombergQ
• Only in Leveraged Loans Is a 0.03% Loss Reason to Panic
  BloombergQ

General

• U.S. Stocks Climb as Dollar Slips Amid Election: Markets Wrap
  BloombergQ
• Oil prices down on Iran sanction exemptions, demand concerns
  Reuters
• Money Markets-Dollar LIBOR resumes rise ahead of Fed meeting
  Reuters
• Here's what every major Wall Street firm expects from the election and how to play it
  CNBC
• Election Day 2018 LIVE: Americans head to the polls in historic contest, with Trump presidency at forefront
  ABC
• China Still Ready to Talk Trade With Trump, Xi's No. 2 Says
  BloombergQ
• Beijing is ready for talks with the US to resolve trade issues: China's vice president
  CNBC
• Wage Gains of 3% Taking Hold as U.S. Employers ‘Need to Pay Up’
  BloombergQ
• 'We're heading for no deal Brexit,' Northern Ireland DUP lawmaker says
  Reuters
• Eurogroup meeting consolidates Italy budget standoff, pushes yields higher
  Reuters
• El-Erian: Diverging Economies Will Keep Driving Markets
  BloombergQ
• Trump Agenda on the Line as Voters Head to the Polls
  WSJ
• Not Just Midterms: Investors Bracing for Packed November Calendar
  WSJ
• Market Boogeyman May Come for Bonds, Not Stocks
  WSJ
• Where to Find Treasury Buyers? Not Asia
  WSJ
• Supply Crunch Looms in Commodities Markets
  WSJ
• What the midterms will mean for US policy: three scenarios
  FT
• Italian PMI falls to lowest level since 2013
  FT
• QE end holds few fears for German bond market
  FT
• Trump’s Trade War Is Making Russia and China Comrades Again
  BloombergSub

Monday, November 5, 2018

Evening

• Asia stocks up in morning trade; investors await US midterm elections
  CNBC
• Wall Street boosted by financials, energy, defensive sectors
  Reuters
• Trump says China wants to make a deal on trade, he wants right deal
  Reuters
• Midterm election outcome could be 'glowing good news' or 'disaster' for markets
  CNBC
• Corporate profits are reaching their peak and history shows that's bad news for the stock market
  CNBC
• Italy tells euro zone peers working on compromise over budget: official
  Reuters
• Italy’s recipe for another eurozone financial crisis
  FT

General

• Tech Slump Drags on U.S. Stocks as Crude Rallies: Markets Wrap
  BloombergQ
• Investors slam brakes on stocks rally as trade, Fed worries dominate
  Reuters
• Italy's Bonds Drop as Leaders Defiant Before Eurogroup Meeting
  BloombergQ
• Oil prices fall as U.S. grants Iran sanction waivers to major importers
  Reuters
• Both Parties Brace for Surprises as Midterm Campaign Goes Down to the Wire
  BloombergQ
• Xi's Swipes at Trump Show China Standing Its Ground in Trade War
  BloombergQ
• Xi Jinping Criticizes ‘Law of Jungle’ in Veiled Swipe at Trump
  CNBC
• China's Xi again talks up commitment to 'free trade'
  CNBC
• Kuroda concedes BOJ's easy policy hurting banks, but rules out rate hike
  Reuters
• David Stockman: Epic downturn is here, brace for 40% market plunge
  CNBC
• Turkish Inflation Climbs as Lira Slump Feeds Into Prices
  BloombergQ
• U.S. imposes more sanctions on Iran, Tehran decries 'bullying'
  Reuters
• China Seeks Allies as Trump’s Trade War Mounts. It Won’t Be Easy.
  NYT
• Key Races to Watch in Tuesday’s Midterm Elections
  WSJ
• Fading Hopes for U.S.-China Trade Truce Hit Markets
  WSJ
• From Farms to Pharma, What the Midterms Mean for Business
  WSJ
• Companies Feel the Tariff Pinch
  WSJ
• Must-read stories to understand the US midterm elections
  FT
• China’s Xi Jinping hits out at ‘law of the jungle’ trade policies
  FT
• China services PMI slips to 13-month low
  FT
• Hedge funds overly optimistic on risk, SocGen finds
  FT
• BoJ governor Kuroda hints at monetary tightening
  FT

Sunday, November 4, 2018

Evening

• Asia Stocks Lower on Trade Concern; Pound Jumps: Markets Wrap
  BloombergQ
• Oil falls as U.S. grants Iran sanction waivers to eight importers
  Reuters
• Fed was afraid of negative interest rates: ex vice chair Fischer
  Reuters
• How Angela Merkel Foiled a Backroom Coup in One Late Display of Clout
  WSJ
• Cracks start to emerge in US corporate bonds
  FT
• Global slowdown begins to look more troublesome
  FT
• Italy spending plans a recipe for all Europe, says Di Maio
  FT

General

• Trump-Xi Trade Deal Is Likely to Begin Rather Than End at G-20
  BloombergQ
• Anxious politicians and volunteers make final election push
  AP
• Xi to Face World Tired of Empty Promises at Big China Trade Fair
  BloombergQ
• World Economy Risks Returning to Sync, This Time to the Downside
  BloombergQ
• Merkel's conservatives quarrel over party's course
  Reuters
• Newly Public Tech Firms Race Back to Market as IPO Frenzy Continues
  WSJ
• Peaking Corporate Profits Put Global Stocks at a Crossroads
  WSJ
• China to Tighten Rules on Five Financial Giants
  WSJ

Saturday, November 3, 2018

General

• Where the Midterm Race Stands Days Before U.S. Vote: Election Countdown
  BloombergQ
• Red Wave, Blue Wave: What could happen to markets if Republicans win big or lose big on Tuesday
  CNBC
• Can Central Banks Survive the Age of Populism?
  BloombergQ
• Hedge Fund ‘Hotels’ Burned Managers Who Sought Refuge in October
  BloombergQ
• U.S. carrier leads warships in biggest ever Japan defense war game
  Reuters
• How the Economic Lives of the Middle Class Have Changed Since 2016, by the Numbers
  NYT
• Tech Swoon Stings Hedge Funds
  WSJ
• Investors face high stakes in US midterm elections
  FT

Friday, November 2, 2018

Evening

• Wall Street snaps three-day rally as Apple sours, trade weighs
  Reuters
• Treasuries-Yields rise as U.S. job growth suggests a Fed rate hike
  Reuters
• U.S. municipal bond market struggles to find footing
  Reuters
• Consumer companies try price hikes as U.S. wages climb
  Reuters
• Wages Rise at Fastest Rate in Nearly a Decade as Hiring Jumps
  WSJ
• Corporate Buybacks Return, Supporting Market
  WSJ

General

• Tech Falls After Apple; Bonds Drop on Jobs Report: Markets Wrap
  BloombergQ
• Shares roar higher on U.S.-China trade deal hopes
  Reuters
• Treasuries-Yields tick up after strong jobs report, wage gains
  Reuters
• U.S. job growth surges; annual wage gain biggest since 2009
  Reuters
• U.S. trade gap widens; deficit with China rises to record high
  Reuters
• Apple tumbles 7% after earnings on light guidance
  CNBC
• Trump Floats China Deal as November Surprise
  BloombergQ
• U.S. voters to decide $76 billion of bonds, taxation limits
  Reuters
• China's Eco Policy to Be More Preemptive, Flexible, PBOC Says
  BloombergQ
• Asia's Most Aggressive Rate Hikers Have More Work Ahead
  BloombergQ
• 'Kiss of debt' for China stocks echoes Japan's post-bubble days
  Nikkei Asian Review
• The Dirty Legacy of China’s and India’s Growth
  BloombergQ
• Trump and Xi Talk as U.S.-China Tech Fight Brews
  WSJ
• China central bank warns of excessive money growth
  FT

Thursday, November 1, 2018

Evening

• Wall Street climbs for third day, trade optimism helps
  Reuters
• Apple shares are sinking after reporting earnings
  CNBC
• Gold jumps over 1 pct as dollar backs off from multi-month highs
  Reuters
• China-Related Stocks Gain Most in 3 Years as Trump-Xi Talk Trade
  BloombergQ
• Trump says he and China's Xi had 'long and very good' trade conversation
  CNBC
• Trump, Xi upbeat on U.S.-China trade disputes ahead of meeting
  Reuters
• U.S. Consumers Most Comfortable Heading Into Midterms Since 1998
  BloombergQ
• Rising interest rates pinch U.S. auto sales, consumer confidence
  Reuters
• Leveraged-Loan Launches Boom Thanks to Repricings, M&A Deals
  BloombergQ
• Home flippers are fleeing the market as their profits shrink
  CNBC
• October Proves to Be Rare Good Month for Both Gold and Dollar
  BloombergQ
• Stock Pickers Failed to Shine as the Market Tumbled Last Month
  BloombergQ
• A $5 Trillion Asia Equity Loss Still Has Two Months to Play Out
  BloombergQ
• Mortgage rates slide as echoes of 2006 haunt the housing market
  MarketWatch
• The Solution to India's Liquidity Crunch Is Far From Home
  BloombergQ
• The Global Debt Boom Looks Like It’s On Borrowed Time
  WSJ
• US corporate debt feels the chill as yields shoot up
  FT

General

• World stocks start month firmer as risk sentiment rebounds
  Reuters
• Chinese Stocks Rise on Stimulus Bets as Yuan Gains on Fixing
  BloombergQ
• Oil Falls to Two-Month Low as U.S. Supply Surge Allays Iran Fear
  Reuters
• Trump says will meet China's Xi as trade talks 'move along'
  Reuters
• Money Markets - Dollar Libor posts biggest one-day rise since March
  Reuters
• U.S. labor market tightening; manufacturing slowing
  Reuters
• U.S. productivity growth slows in the third quarter
  Reuters
• US weekly jobless claims fall; continuing claims at the lowest level since 1973
  Reuters
• From pharma to prisons, election-sensitive stocks that could swing
  Reuters
• Bank of England holds rates, keeps options open before Brexit
  Reuters
• Japan October factory activity rebounds, export orders return to growth: PMI
  Reuters
• Goldman Says Yuan Will Hit 7 as China Avoids Heavy Meddling
  BloombergQ
• Yuan’s Drop Pressures Chinese Companies Borrowing Overseas
  WSJ
• US-China military tension heightens over Taiwan
  FT
• US midterms set stage for mother of all White House battles
  FT
• China's 100,000 Developers Are Bracing for a Giant Shakeout
  BloombergSub

Wednesday, October 31, 2018

Evening

• Stocks Rally on Tech Rebound; Treasuries Slide: Markets Wrap
  BloombergQ
• Wages and salaries jump by 3.1%, highest level in a decade
  CNBC
• Trump advisor Larry Kudlow: 'Nothing is set in stone right now' on new China tariffs
  CNBC
• U.S Debt Sales Top Crisis-Era Levels as Fiscal Bump Spurs Growth
  BloombergQ
• Corporate Bond Issuers Suffered Worst Day in Two Months
  BloombergQ
• Satellites Show China Manufacturing Output Contracted in October
  BloombergQ
• San Francisco Bay area home sales suffer their slowest September in 11 years
  CNBC
• The problem with housing is prices have recovered but demand hasn't: Real estate mogul Sam Zell
  CNBC
• Tech Drove Stocks Skyward. It’s a Different Story on the Way Down.
  NYT
• That Big Mac and Coke Now Comes With a Side Order of Inflation
  WSJ
• Chinese Banks Can’t Escape the Country’s Gloom for Long
  WSJ
• No Experience? No Problem. Private Equity Lures Newbie Bankers With $300,000 Offers.
  WSJ
• Mounting Climate Worries Push ‘Location, Location, Location’ Off the Beach
  WSJ

General

• Stocks Rally to End Painful Month; Treasuries Drop: Markets Wrap
  BloombergQ
• Shares bounce as bulls fight back after brutal October
  Reuters
• 'Robust' jobs market sees another 227,000 hires in October
  CNBC
• Rising wages boost U.S. labor costs in third quarter
  Reuters
• U.S. Treasury to boost auction sizes, create new inflation-indexed issuance
  Reuters
• Money Markets-LIBOR posts biggest monthly rise since March
  Reuters
• How the U.S. midterm elections could ripple through markets
  Reuters
• Stock market swings may have hit mortgage applications, down 2.5%
  CNBC
• China factory growth weakest in over 2 years, slump in export orders deepens
  Reuters
• China Signals More Support Needed Amid Pressure on Economy
  BloombergQ
• China Feels Trade War Pain as Export Gauge Signals Worse to Come
  BloombergQ
• Janet Yellen Says She’s Concerned About Trump Undermining Trust In Fed
  BloombergQ
• India says central bank independence 'essential' as row unnerves markets
  Reuters
• Can China-U.S. Relations Step Back From the Edge?
  BloombergQ
• U.S. diplomat says bid to decide Taiwan's future by non-peaceful means a 'grave concern'
  Reuters
• Companies Raise Prices, Betting Consumers Can Pay More
  WSJ
• October’s Market Rout Leaves Investors With No Place to Hide
  WSJ
• This Is How China’s Currency Works
  WSJ
• Rivals Reap Rewards as China’s Monster Money-Market Fund Shrinks
  WSJ
• Bank of Japan Warns of Pressures From Global ‘Protectionist Moves’
  WSJ
• China to sell debt in Hong Kong to support renminbi
  FT
• Eurozone inflation rate ticks up to highest level since 2012
  FT
• Turkish food price inflation expected to hit almost 30%
  FT