Daily News Links

8811 posts

Wednesday, January 23, 2019

Evening

• Wall Street edges higher as upbeat earnings dampened by trade, shutdown woes
  Reuters
• Trump’s outside China advisor says there will not be a breakthrough in trade talks soon
  CNBC
• Momentum gathers behind British lawmakers' bid to stop no-deal Brexit
  Reuters
• Government debt hits record $66 trillion, 80% of global GDP, Fitch says
  CNBC
• More homes are for sale, but fewer are affordable
  CNBC
• PG&E sees cost to comply with judge's wildfire plan at $75 bln-$150 bln
  Reuters
• A $1,000 emergency would push many Americans into debt
  CNBC
• Billionaire Ken Griffin buys New York penthouse for $238 million, the most expensive US home ever sold
  CNBC

General

• Stocks reverse losses in fragile rebound; U.S. dollar falls
  Reuters
• Trump won't soften hardline on China to make trade deal: advisers
  Reuters
• Explainer: U.S. government shutdown leaves data vacuum in its wake
  Reuters
• The unusually large drop in home sales has real estate agents baffled
  CNBC
• China says will step up fiscal spending this year to support economy
  Reuters
• BOJ keeps policy steady, cuts inflation forecast
  Reuters
• Japan exports sink 3.8 pct in Dec, hit by China slowdown
  AP
• China demands US drop Huawei extradition request with Canada
  AP
• Explainer: What happens next in Huawei CFO Meng's case?
  Reuters
• How a corporate debt pileup could intensify the global economic slowdown
  MarketWatch
• Merkel urges reforms to IMF, World Bank to restore confidence in financial system
  Reuters
• Risky Assets Move in Tandem, Stoking Fears More Volatility Lies Ahead
  WSJ
• The Housing Blues Won’t Be Over Soon
  WSJ
• No Pay Stub? No Problem. Unconventional Mortgages Make a Comeback
  WSJ
• Junk bonds’ nasty year-end offers clues to next downturn
  FT
• Analysts grow gloomy on global profit growth
  FT
• Capital raising by US oil companies falls sharply
  FT

Tuesday, January 22, 2019

Evening

• Wall Street ends four-day rally as economic outlook, corporate forecasts sour
  Reuters
• Treasuries - U.S. yields sag on growth, U.S.-China trade worries
  Reuters
• Oil drops nearly 3 percent on rising supplies, China slowdown
  Reuters
• U.S. rejects offer from China for preparatory trade talks: FT
  Reuters
• U.S. home sales hit three-year low, prices rise slowly
  Reuters
• Pompeo voices optimism for good outcome on U.S.-China trade
  Reuters
• Chilling Davos: A Bleak Warning on Global Division and Debt
  NYT
• Home Sales Dropped in December; Price Increases Slowed
  WSJ
• US turns down China offer of preparatory trade talks
  FT

General

• IMF pessimism + trade tensions = sickly stocks
  Reuters
• China, HK stocks retreat as investors brace for tough quarter
  Reuters
• Oil drops nearly 2 percent as China slowdown bites
  Reuters
• Yuan's drop aligns it with China's cooling economy, easier policy
  Reuters
• U.S. to formally seek extradition of Huawei executive Meng Wanzhou: Globe And Mail
  Reuters
• China's growth slowed by service, farm sectors, despite construction rebound
  Reuters
• China’s Xi Warns Party of ‘Serious Dangers’ as Risks Mount
  Bloomberg/Yahoo
• IMF, CEOs sound warnings as leaders gather in Davos
  Reuters
• China’s Economy, by the Numbers, Is Worse Than It Looks
  NYT
• Senate to Weigh Trump’s Proposal to End Shutdown, With Passage Unlikely
  WSJ
• Silicon Valley’s Unbridled Optimism Gets Fresh Reality Check
  WSJ
• Algorithms are an easy scapegoat for volatile markets
  FT
• Investors in debt-laden companies face messy workouts
  FT
• Dovish Fed sparks EM bond sale rush in early 2019
  FT
• Italian lenders increasingly cautious, quarterly ECB survey shows
  FT

Monday, January 21, 2019

General

• Global stock markets falter after China data, Brexit Plan B awaited
  Reuters
• Oil rises to 2019 highs on strong China demand despite economic slowdown
  Reuters
• At 30-day mark, shutdown logjam remains over border funding
  AP
• China says its economy grew 6.6 percent in 2018. That’s the lowest official pace in 28 years
  CNBC
• China's Dec property investment slows in sign of fatigue for key GDP driver
  Reuters
• China should boost banks' active support for economy: central bank official
  Reuters
• IMF says the global economic expansion is losing momentum as it cuts growth forecasts
  CNBC
• Global FDI skids 19 percent on Trump tax reform, may rebound in 2019 - U.N.
  Reuters
• Government credit ratings in the developing world face another turbulent year
  Reuters
• Erdogan: Turkey is ready to take over Syria's Manbij
  Reuters
• Israeli military strikes Iranian targets in Syria
  Reuters
• China Annual Economic Growth Rate Is Slowest Since 1990
  WSJ
• Chinese corporate bond defaults hit record high, Fitch says
  FT
• Debt machine: are risks piling up in leveraged loans?
  FT

Evening

• Asia holds breath for China data, Brexit news
  Reuters
• Oil dips on weak economic outlook, but OPEC-led cuts support
  Reuters
• Japan manufacturers' mood slips to two-year low: Reuters Tankan
  Reuters
• Gap between rich and poor growing, fuelling global anger: Oxfam
  Reuters
• China’s Slowdown Looms Just as the World Looks for Growth
  NYT
• White House, Democrats Float Proposals to End Shutdown, but Wide Gaps Remain
  WSJ

Sunday, January 20, 2019

General

• Trump says deal ‘could very well happen’ with China, but denies he’s considering lifting tariffs
  Reuters
• U.S. House Speaker Pelosi rejects Trump plan to reopen government
  Reuters
• China slump squeezes workers, hammers consumer spending
  AP
• China set to post slowest growth in 28 years in 2018, more stimulus seen
  Reuters
• Facing populist assault, global elites regroup in Davos
  Seattle Times

Saturday, January 19, 2019

General

• Trump says a deal 'could very well happen' with China
  Reuters
• Merkel says to work hard for a Brexit deal
  Reuters
• Explainer: How U.S.-China talks differ from any other trade deal
  Reuters
• Central Banks Struggle With Policy Settings
  WSJ
• NY Fed president warns shutdown is hitting US growth
  FT

Friday, January 18, 2019

Evening

• Wall Street extends rally on U.S.-China trade optimism
  Reuters
• Exclusive: U.S. demands regular review of China trade reform
  Reuters
• White House adviser Kudlow says making good progress on China trade talks
  Reuters
• Testing times from Beijing to Wall Street
  Reuters
• Hedge Funds Had Year to Forget in 2018
  Bloomberg

General

• Stocks bask in trade optimism, set for fourth straight week of gains
  Reuters
• Pound set for biggest weekly gain vs euro in more than a year on Brexit hopes
  Reuters
• China to offer path to eliminate trade imbalance with US: Bloomberg News
  CNBC
• U.S. manufacturing output posts biggest gain in 10 months
  Reuters
• Shutdown clouds outlook for consumer-driven U.S. economic growth
  Reuters
• Exclusive: Trump meets with Cabinet officials to revive infrastructure push - sources
  Reuters
• China slump squeezes workers, hammers consumer spending
  AP
• Job jitters mount as China's factories sputter ahead of Lunar New Year
  Reuters
• Gloomy forecast for Davos: crises aplenty, but few world leaders
  Reuters
• China trims 2017 GDP growth rate just before 2018 pace unveiled
  Reuters
• Fears of excessive debt drive more countries to cut down their Belt and Road investments
  CNBC
• Bad bets on oil, gas spark wave of energy-fund closures
  Reuters
• U.S. Navy chief does not rule out sending aircraft carrier through Taiwan Strait
  Reuters
• Drugmakers Raise Prices Amid Shortages, Recalls
  WSJ
• Donald Trump’s cold war tactics will not work with China
  FT
• Eurozone house price growth squeezed by weaker Italian market
  FT

Thursday, January 17, 2019

Evening

• Wall Street advances as industrials jump on trade hopes
  Reuters
• U.S. Treasury Secretary Mnuchin weighs lifting tariffs on China: WSJ
  Reuters
• US weighs lifting tariffs on China to get a trade deal: WSJ
  CNBC
• U.S. Weighs Lifting China Tariffs to Hasten Trade Deal, Calm Markets
  WSJ
• UK in deadlock over Brexit 'Plan B' as May and Corbyn double down
  Reuters
• Fed's Evans says good time for central bank to pause rate hikes
  Reuters
• U.S. economy 'very strong' despite market worries: Fed's Quarles
  Reuters
• U.S. fund investors put most cash in 'junk' since late 2016 -Lipper
  Reuters
• Investors pulled a record $143 billion out of active funds during December’s plunge
  Reuters
• Sam Zell Says Gold 'Is a Good Hedge'
  Yahoo Finance
• Lampert wins Sears bankruptcy auction with $5.2 billion bid
  Reuters
• California’s housing affordability crisis looms over the state’s problems with teachers
  CNBC
• China Offers Iran $3 Billion Oil-Field Deal as Europe Halts Iranian Crude Purchases
  WSJ

General

• Stocks turn red, pound finds some peace
  Reuters
• Italian bonds lead rally in periphery as core rates hold firm
  Reuters
• Philly Fed business index rises more than expected in January
  Reuters
• Trump 'inclined' to impose new U.S. auto tariffs: senator
  Reuters
• BOJ's Kuroda calls for scrutiny of effects, costs of unconventional policy
  Reuters
• Small Businesses’ $2 Billion Problem: Government Shutdown Leaves Loans in Limbo
  WSJ
• Chinese corporate bonds set for another wave of defaults
  FT
• EM groups will pay heavy price for gorging on debt
  FT
• Forget the Trade War. China Is Already in Crisis
  Bloomberg
• China Is Turning Into Its Own Worst Economic Enemy
  Bloomberg
• China’s Growth Machine No Longer Looks Unstoppable
  Bloomberg
• The U.S. and China Are Making Davos a Mess for Everyone Else
  Bloomberg