Daily News Links

8387 posts

Sunday, June 17, 2018

General

• The Fed said it's hiking rates four times this year, but the market's not convinced
  CNBC
• Easy Money Era Endures Even as Central Banks Unwind Stimulus
  BloombergQ
• Supply Chain Caught in Crossfire of U.S.-China Trade Conflict
  BloombergQ
• Congress may snub Trump on wall, risking shutdown
  Politico
• South Korea, U.S. to announce suspension of major military drills this week: Yonhap
  Reuters
• Steep Oil and Strong Dollar Make Toxic Brew for Global Economies
  WSJ
• Germany’s political crisis is about the future of Europe
  FT

Saturday, June 16, 2018

General

• Trade War Hits Trump Heartland as China Targets Farms, Mines
  BloombergQ
• China state media attack U.S. tariffs, leave scope for negotiation
  Reuters
• At odds with Trump over trade, Canadians say they will avoid U.S. goods: poll
  Reuters
• 'We might have a new situation' German MP predicts Merkel could be ousted end of next week
  UK Express
• Russia, Saudi Arabia are getting increasingly chummy, and that has big implications for OPEC and oil prices
  CNBC
• China's Holdings of U.S. Treasuries Fell $5.8 Billion in April
  BloombergQ
• China’s Official News Media Sharply Criticize Trump
  NYT
• China Warns U.S. Firms as Trade War Brews: Buckle Up
  WSJ
• Halcyon days recede as ECB and Fed step back
  FT
• Hedge funds are selling volatility again
  FT

Friday, June 15, 2018

Afternoon

• Wall Street ends lower; trade war fears resurface
  Reuters
• Argentine Peso Resumes Slide; Yield on Century Bonds Tops 9%
  BloombergQ
• China announces retaliatory tariffs on $34 billion worth of US goods, including agriculture products
  CNBC
• Trade Skirmish or War? Who Gets Hurt?
  NYT

General

• Wall Street sinks as China trade spat intensifies
  Reuters
• Simmering trade tensions set stocks up for weekly loss
  Reuters
• Emerging-Market Strains Deepen With Argentina in Tantrum
  BloombergQ
• Euro heads for worst week in 19 months on ECB's cautious stance
  Reuters
• Trump sets $50 billion in China tariffs with Beijing ready to strike back
  Reuters
• China says tariffs of 'same scale' coming immediately
  CNBC
• As trade war with China looms, U.S. readies second wave of duties
  Reuters
• Merkel floats tougher stance in trade row with U.S.
  Reuters
• BOJ keeps policy steady, cuts view on consumer inflation
  Reuters
• Trump’s $50 Billion China Threat Only Signals Worse to Come
  BloombergQ
• Despite record high confidence, Main Street businesses can't find the workers they need
  CNBC
• Wall Street Bankers Pile Leverage Onto Riskiest U.S. Buyouts
  BloombergQ
• China's home prices rise at fastest pace in nearly a year in May
  Reuters
• Central bank withdrawal means tighter times ahead for borrowers
  Reuters
• Merkel's government frays as migrant row festers in Germany
  Reuters
• China holds missile drills in South China Sea amid heightened tension
  Reuters
• Donald Trump Approves Tariffs on About $50 Billion of Chinese Goods
  WSJ
• Behind the Scenes at G-7 Meetings, Allies Dismayed by Trump’s Jabs
  WSJ
• Economic Growth in U.S. Leaves World Behind
  WSJ

Thursday, June 14, 2018

Evening

• Argentine Peso Tumbles Amid Reports of Central Bank Departures
  BloombergQ
• S&P, Nasdaq rise after ECB decision, U.S. data
  Reuters
• Euro falls most since Brexit as ECB delays rate hikes into 2019
  Reuters
• Trump ready to impose tariffs on about $50 billion in Chinese goods: official
  Reuters
• White House expected to unveil tariffs on smaller list of Chinese products Friday
  CNBC
• Trump said to push for tariff action on foreign cars ahead of midterms
  Politico
• EU nations back retaliating against U.S. steel tariffs
  Reuters
• Trump's forecast of 4% GDP growth close to coming true as Americans spend tax-bill proceeds
  CNBC
• Powell Showcases Just How Unsure Fed Is About Policy Cornerstone
  BloombergQ
• U.S. Fiscal Stimulus Raising Risks to Global Economy: IMF
  BloombergQ
• Millionaires Now Control Half of the World's Personal Wealth
  BloombergQ
• Argentina says May inflation 2.1 pct; 26.3 pct in 12 months
  Reuters
• Merkel coalition at risk as talks on refugee policy falter
  UK Guardian
• Cohn Says Trade Disputes Could Wipe Out Tax Cut Benefits
  BloombergQ
• When Will The High Yield Credit Bubble Burst?
  Forbes
• Fed’s Powell Orchestrates a Masterful Move
  BloombergQ
• As China Curbs Borrowing, Growth Shows Signs of Faltering
  NYT
• Donald Trump Approves Tariffs on About $50 Billion of Chinese Goods
  WSJ
• Draghi treads middle path on bond-buying exit to soothe investors
  FT

General

• Stocks Advance, Euro Falls After ECB Rate Pledge: Markets Wrap
  BloombergQ
• Euro tumbles as ECB vows to keep rate down
  Reuters
• ECB to end bond buys, keep rates steady through next summer
  Reuters
• U.S. retail sales post biggest gain in six months
  Reuters
• China urges U.S. to make 'wise choice' ahead of tariffs decision
  Reuters
• China threatens to scrap US trade deals if the White House hikes tariffs on Chinese goods
  AP
• Treasuries Curve Reaches Flattest Since 2007 On Steeper Fed Path
  BloombergQ
• ‘Plain English’ Powell Cheerleads U.S. Economy After Rate Hike
  BloombergQ
• China property sales pick up as developers push projects to market
  Reuters
• China’s Banks Are Still in Trouble
  BloombergQ
• Abenomics' impact fading at sensitive moment for Japanese economy
  Reuters
• Argentine Truckers Begin Strike as Inflation Eclipses Wage Gains
  BloombergQ
• Why Erdogan’s Election Has Gone From Shoo-In to Nail-Biter
  BloombergQ
• How the Middle East's Top Investment Firm Unraveled: Timeline
  BloombergQ
• China economic indicators below forecasts in May
  FT
• Erdogan threatens ‘operation’ against Moody’s
  FT
• US fundraising for ‘blank cheque’ buyout vehicles hits record
  FT

Wednesday, June 13, 2018

Evening

• Asian shares down on Fed hike, Sino-U.S. trade anxiety
  Reuters
• Wall Street ends lower in wake of Fed hike
  Reuters
• Trump to meet with top trade advisers on activation of China tariffs: source
  Reuters
• Markets increase bets for fourth rate hike this year after Fed statement
  CNBC
• Fed hikes rates, points to two more increases by year's end
  CNBC
• Treasury yields tick higher after Fed raises key interest rate by 0.25%
  MarketWatch
• Here's what changed in the new Fed statement
  CNBC
• The Fed’s New Dot Plot After Its June Rate Increase: Chart
  BloombergQ
• Fed's 'dot plot' points to four hikes this year, up from the three previously expected
  CNBC
• ECB gets ready to pull the plug on stimulus scheme
  Reuters
• Emerging Markets ‘Under Pressure’ After Fed Rate Hike: Inside EM
  BloombergQ
• Antarctica Is Melting Three Times as Fast as a Decade Ago
  NYT
• U.S. Prepares to Proceed With Tariffs on Chinese Goods
  WSJ
• Fed Raises Interest Rates, Sets Stage for Two More Increases in 2018
  WSJ
• US prepares to slap tariffs on $50bn in Chinese goods
  FT

General

• World stocks capped by trade war concerns, central banks
  Reuters
• U.S. producer prices rise more than expected in May
  Reuters
• The Fed is hiking rates Wednesday, but here's what else you need to know
  CNBC
• Fed's Rate-Hike Path Should Remain a Close Call
  BloombergQ
• Gundlach Says Rising Rates and Deficits Like `Suicide Mission'
  BloombergQ
• China’s Master Plan: How the West Can Fight Back
  BloombergQ
• The Fed's Shadow Looms over Turkey's Strongman
  BloombergQ
• Trump could slap China with tariffs as soon as Friday
  Politico
• Arab states launch biggest assault of Yemen war with attack on main port
  Reuters
• China Goes Cold Turkey on Shadow Banks
  WSJ
• LBO Volume Surges as KKR, Others Put $1 Trillion Cash Pile to Work
  WSJ
• ECB on course to begin QE exit plan despite headwinds
  FT
• Market tension pushes Italian borrowing costs to 4-year high
  FT
• Turkish lira leads emerging market currency retreat
  FT

Tuesday, June 12, 2018

Evening

• S&P 500, Nasdaq end higher; investors turn focus to Fed
  Reuters
• U.S. government posts $147 billion deficit in May
  Reuters
• U.S. Inflation Accelerates to Six-Year High, Eroding Wages
  BloombergQ
• Powell's Fed Could Clear Up Mysteries Puzzling Investors
  BloombergQ
• U.S. Posts Biggest Monthly Budget Deficit in May Since 2009
  BloombergQ
• AT&T wins court approval to buy Time Warner over Trump opposition
  Reuters
• Emerging Markets Can't Blame the Fed for Their Problems
  BloombergQ
• Fannie and Freddie Should Hold Billions in Capital, FHFA Says
  BloombergQ
• Argentina biggest labor group calls strike, raising pressure on Macri
  Reuters
• Powell Weighs Taking Questions After Every Fed Meeting
  WSJ
• U.S. Budget Deficit Widens 23% October Through May on Weak Revenue Growth
  WSJ
• China’s Achilles heel lies with property companies
  FT
• China’s current account at risk of deficit on trade shock
  FT

General

• Dollar Steady, Stocks Drift After Inflation Data: Markets Wrap
  BloombergQ
• Yields rise before expected Fed rate increase
  Reuters
• Historic Trump-Kim summit ends with promise, light on substance
  Reuters
• Trump surprises with pledge to end military exercises in South Korea
  Reuters
• Consumer prices jump 2.8 percent for biggest increase in more than six years
  Reuters
• U.S. Small-Business Optimism Hits Second-Highest on Record
  BloombergQ
• Trump, in trade feud with allies, say won't let them take advantage of U.S.
  Reuters
• Trump says Trudeau's comments are going to cost Canada 'a lot of money'
  CNBC
• With rate hike in the bag, focus turns to Fed's policy language
  Reuters
• The Fed's Job Is About to Get Harder
  BloombergQ
• Powell's Fed Could Clear Up a Few Mysteries Puzzling Investors
  BloombergQ
• Italy's Yield Curve Is Bearing the Brunt of Fickle Politics
  BloombergQ
• China’s Master Plan: A Worldwide Web of Institutions
  BloombergQ
• OPEC Highlights Demand Uncertainty Before Crucial Meeting
  BloombergQ
• Sydney Home Bubble Deflates as Loans Revisit 2008 Losing Streak
  BloombergQ
• U.S.-Canada Rift Roils Nafta Talks
  WSJ
• The Fed’s Biggest Dilemma: Is the Booming Job Market a Problem?
  WSJ
• China’s Bond-Market Mystery: Why Aren’t There More Defaults?
  WSJ
• Brazil’s central bank in firepower test with currency speculators
  FT
• Macron resolute on trade as Trump bromance cools
  FT
• Italian debt strife reveals pitfalls of Europe’s market structure
  FT
• Quantitative tightening puts Asian markets on volatile path
  FT

Monday, June 11, 2018

Afternoon

• S&P 500 edges upward as U.S.-North Korea summit approaches
  Reuters
• Yields rise before Fed meeting; solid demand at auctions
  Reuters
• IMF's Lagarde says global economic outlook darkening by the day
  Reuters
• Corporate executives are using stock buybacks to pad their own compensation, according to the SEC
  CNBC
• Venezuela annual inflation hits 24,600 percent in May: National Assembly
  Reuters

General

• Stocks, euro climb as calm in Italy overshadows chaotic G7
  Reuters
• 'Fair trade, fool trade', Trump's tweets spew ire on NATO allies, Trudeau
  Reuters
• Trump Advisers Slam Trudeau's `Betrayal' Days Before Kim Summit
  BloombergQ
• 'No solution in sight' to trade dispute with Trump, German minister says
  Reuters
• The Fed's Fight for Control of Its Key Interest Rate: QuickTake
  BloombergQ
• Mexican leftist frontrunner widens lead for presidency: poll
  Reuters
• China’s Master Plan: Exporting an Ideology
  BloombergQ
• Trump Upends Global Trade Order Built by U.S.
  NYT
• The Return of the Political-Risk Trade
  WSJ
• Insiders Pocket Gains on Buybacks, Vexing Regulator
  WSJ
• Mexico’s Peso remains the bellwether for Emerging Markets
  FT
• It’s time for the ECB to step back and let the market do its job
  FT

Evening

• Stocks set for tense session after G7 and ahead Trump-Kim Summit
  Reuters
• U.S.-Canada spat escalates after tense G7, Europeans criticize Trump
  Reuters
• Why Xi and Putin think "the West is in free fall"
  Axios
• Bitcoin swoons 10% after news of South Korea crypto exchange hack
  CNBC
• U.S.-Canada Trade Feud Escalates After Fraught G-7 Summit
  WSJ
• US relations with closest allies fall to new lows
  FT
• Emerging markets await US and European Central Bank meetings
  FT