Daily News Links

8811 posts

Wednesday, December 12, 2018

Evening

• UK Prime Minister Theresa May wins confidence vote
  CNBC
• Wall Street rises on U.S.-China trade optimism
  Reuters
• Treasuries-Yields rise as stocks rally on U.S.-China trade optimism
  Reuters
• China readying plan to widen foreign access to its economy: WSJ
  CNBC
• National Debt Under Trump Is Surging at Its Fastest Pace Since 2012
  BloombergQ
• Breakingviews - Challenge to Theresa May clarifies Brexit endgames
  Reuters
• U.S. mortgage activity hits 2-month high as interest rates fall: MBA
  Reuters
• US CLO issuance sets new record with more than US$124bn of volume
  Reuters
• Germany seeks to assist potential bank merger: Bloomberg
  Reuters

General

• Stocks cheered by Trump trade talk; sterling claws off lows
  Reuters
• Stocks Rally on Renewed Trade Hopes; Pound Climbs: Markets Wrap
  BloombergQ
• Oil rises more than 1 percent on OPEC-led supply cuts, trade talk hopes
  Reuters
• U.S. consumer prices unchanged; underlying inflation firm
  Reuters
• UK prime minister to face no-confidence vote as Brexit hangs in the balance
  CNBC
• Exclusive: Trump says Fed shouldn't hike rates, but calls Powell 'a good man'
  Reuters
• Trump Says Fed `Would Be Foolish' to Raise Rates This Month
  BloombergQ
• China Default-Risk Jumps to 2005 High, Says Moody's Analytics
  BloombergQ
• Canada home prices fall in November for second straight month: Teranet
  Reuters
• El-Erian: Huawei Case Will Split Nations Between U.S. and China
  BloombergQ
• Gundlach Says the Bond Market Thinks Rate Hikes Are Unlikely in 2019-2020
  BloombergQ
• Time's 'Person of Year' goes to journalists, including Reuters pair
  Reuters
• China Is Preparing to Increase Access for Foreign Companies
  WSJ
• Trade Deals With China—Done the Chinese Way
  WSJ
• ECB Stimulus’s Mixed Legacy: Economic Success, Political Fiasco
  WSJ
• Around the World, Climate Goals Clash With Reality
  WSJ
• Draghi set to guide ECB gently through the QE exit
  FT
• Index fund managers are too big for comfort
  FT

Tuesday, December 11, 2018

Evening

• Exclusive: Trump says he could intervene in U.S. case against Huawei CFO
  Reuters
• Canada grants bail for arrested Huawei CFO who faces US extradition
  CNBC
• U.S. Stocks End a Volatile Day Where They Started: Markets Wrap
  BloombergQ
• "I am proud to shut down the government for border security," Trump says in Oval Office sparring with Schumer, Pelosi
  CBS
• Trump argues with top Democrats over border wall funding
  Reuters
• U.S. to use sanctions, indictments over China hacking, economic espionage: report
  Reuters
• China detains former Canadian diplomat as Huawei CFO returns to court
  Reuters
• China November loans top forecasts but other credit gauges at record lows
  Reuters
• U.S. lawmakers propose bill to ban sales to Chinese sanctions violators
  Reuters
• Hawkish former Dallas Fed president says he doesn’t understand doves like Kashkari
  MarketWatch
• French borrowing costs jump on Macron wage rises, tax cuts
  Reuters
• Italy coalition parties resisting major changes to deficit target: government source
  Reuters
• China Moves to Address U.S. Economic Concerns
  WSJ
• Trump Clashes With Democrats Over Spending Bill, Threatens Government Shutdown
  WSJ

General

• Trade détente bounce masks unease over Brexit and growth
  Reuters
• Indian markets slide after c.bank chief quits; state vote outcome in focus
  Reuters
• Trump teases ‘important announcements’ as he touts ‘very productive’ China trade talks
  CNBC
• China, U.S. discuss road map for next stage of trade talks
  Reuters
• China Moves on U.S. Car Tariff Cut Trump Tweeted About
  BloombergQ
• Automakers rise on report of China moving to cut U.S. car tariffs
  Reuters
• Huawei CFO back in Canada court as bail hearing set to wrap
  Reuters
• Services lift U.S. producer prices in November
  Reuters
• EU rules out Brexit renegotiation as May seeks help from Merkel
  Reuters
• Former Canadian diplomat detained in China: sources
  Reuters
• IMF warns storm clouds gathering for global economy
  Reuters
• Yellen warns of another potential financial crisis: ‘Gigantic holes in the system’
  CNBC
• Fear of interest rate hikes is fading as next Fed meeting approaches
  CNBC
• Budget deficit soars in first two months of fiscal year
  The Hill
• China's Tech Bonds Are Top Losers in 2018 Amid Trade War
  BloombergQ
• U.S., China Kick Off a New Round of Trade Talks
  WSJ
• Now Loan Investors Are Heading for the Exits
  WSJ
• Market Volatility Leads to Fresh Focus on Machinery Beneath Trading
  WSJ
• Fear Gauge Warns That This Selloff Is Different
  WSJ
• The Debt Threat to the Economy
  WSJ
• Across Europe, a Political Landscape Defined by Deep Divisions
  WSJ
• Dirty air: how India became the most polluted country on earth
  FT

Monday, December 10, 2018

Evening

• Sterling sinks on Brexit vote delay, Asian shares dither
  Reuters
• Wall St. ends choppy session higher; tech a boost
  Reuters
• Dow erases 500-point drop and closes higher in another wild session on Wall Street
  CNBC
• Pound tumbles to 20-month low after Britain's May aborts Brexit vote
  Reuters
• Oil Slides Most in Two Weeks as Traders Doubt OPEC+ Supply Cuts
  BloombergQ
• Brexit in turmoil as UK PM May pulls vote on her EU divorce deal
  Reuters
• EU warns Italy time short to avoid budget disciplinary action
  Reuters
• Goldman cuts 2019 Fed rate-hike forecast to three
  Reuters
• Homeowners are seeing the smallest equity gains in two years
  CNBC
• The next worry for U.S. stocks: shrinking profit forecasts
  Reuters
• Arrest of Huawei CFO Hinges on an Offshore Puzzle
  WSJ

General

• Stocks Fall on Heightened Trade Worry; Dollar Dips: Markets Wrap
  BloombergQ
• Rising U.S.-China Tensions Roil U.S. Stock-Index Futures
  BloombergQ
• Dollar little changed after biggest weekly loss in three months
  Reuters
• May pulls vote on her divorce deal, thrusting Brexit into the unknown
  Reuters
• Chinese state media distance Huawei arrest from U.S. trade talks
  Reuters
• Huawei's CEO Built an Empire. Trump Could Tear it Down
  BloombergQ
• China's Weekend Data Signal Weakening Demand at Home and Abroad
  BloombergQ
• May is said to withdraw parliamentary vote on her Brexit deal
  Reuters
• Qualcomm wins import ban against several Apple iPhones in China
  Reuters
• India Central Bank Head Quits Amid Rift With Government
  BloombergQ
• Hedge Funds Have Stocks to Dump, in Bad Sign for Sell-off
  BloombergQ
• A bruised stock market looks to the Fed for relief
  MarketWatch
• Wall St. Faces Stomach-Churning Swings as Economic Uncertainty Grows
  NYT
• Housing Slowdown Unnerves the Fix-and-Flip Crowd
  WSJ
• Climbdowns and compromises on long road to a botched Brexit
  WSJ
• China’s commodities imports falls highlighting economic weakness
  FT
• Markets data shed light on extent of ETF trading
  FT
• Huawei’s 5G ambitions threatened by US export ban
  FT

Sunday, December 9, 2018

Evening

• Stocks extend decline as trade woes batter sentiment
  Reuters
• Dow futures drop nearly 200 points as sell-off looks set to continue in new week
  CNBC
• U.S. says March 1 'hard deadline' for trade deal with China
  Reuters
• Japan third quarter GDP contracts at fastest pace since 2014, trade war dims outlook
  Reuters
• Steven Mnuchin is under consideration to become Trump’s next chief of staff, but he has indicated he feels better suited at Treasury
  CNBC
• Stock Carnage Evokes Hope of 2016-Style Rebound. A Lot's Changed
  BloombergQ
• The bear market is here, and stocks will plunge at least 20 percent, Ned Davis Research warns
  CNBC
• Italy Government to Discuss Budget Analysis Before EU Talks
  BloombergQ
• Macron to blame for French protests, Italy's Salvini says
  Reuters
• Huawei Offensive Is Acceleration of Yearslong Endeavor
  WSJ
• Global political backlash spreads against central banks
  FT
• US economy set to slow, says IMF chief economist
  FT
• Davies: New year, new Federal Reserve
  FT

General

• China summons US ambassador to lodge ‘strong protest’ over Huawei arrest
  Reuters
• China says U.S. should withdraw arrest warrant for Huawei executive
  Reuters
• Fed Wants You to Know: It’s Shifting to More Cautious Rate Path
  BloombergQ
• Yellow vest protest to have severe impact on economy: Le Maire
  Reuters
• Details Emerge in U.S.’s Trade Truce With China
  WSJ
• Silicon Valley Helped Build Huawei. Washington Could Dismantle It.
  WSJ
• The Market’s Latest Problem: Hesitation to Buy the Dip
  WSJ
• Cracks in corporate debt market begin to show
  FT
• China sees ‘serious consequences’ for Canada for Huawei episode
  FT

Saturday, December 8, 2018

General

• China calls on Canada to free Huawei CFO or face consequences
  Reuters
• China's November export, import growth shrinks, showing weak demand
  Reuters
• China's November trade surplus with U.S. widens to $35.55 billion
  Reuters
• China watchdog calls for banks to meet private sector credit demand: China Party journal
  Reuters
• Federal Reserve Officials Search for the Elusive ‘Neutral’ Interest Rate
  BloombergQ
• Police clash with 'yellow vest' protesters in Paris
  Reuters
• Yellow vest movement: Paris police detain hundreds of protesters
  BBC
• Huawei Executive’s Arrest Stirs Fears About Corporate Travel
  WSJ
• Uber Joins Lyft in Race to Tap Investors
  WSJ

Friday, December 7, 2018

Evening

• U.S. Stocks Tumble With Tech Sinking on Trade Woes: Markets Wrap
  BloombergQ
• Gold hits 5-month peak as U.S. jobs data tempers rate hike views
  Reuters
• Huawei executive’s arrest puts more pressure on Trump and Xi as they grapple over the global order
  CNBC
• Fed policymakers signal turning point on U.S. rate-hike path
  Reuters
• Kudlow Says He Expects Fed Pause for ‘Quite Some Time’ After December Hike
  BloombergQ
• Trump praises China talks; aides downplay friction over Huawei arrest
  Reuters
• As Brexit crunch nears, campaign for new referendum gathers pace
  Reuters
• American Entrepreneurs Who Flocked to China Are Heading Home, Disillusioned
  WSJ

General

• Tech stocks pull Wall St. lower, offseting jobs data bump
  Reuters
• Oil Rises as Much as 5.4 Percent as OPEC+ Is Said to Agree Cuts
  BloombergQ
• U.S. job growth slows; monthly wage gains miss expectations
  Reuters
• Huawei CFO to appear in Canada court as Chinese media slam arrest
  Reuters
• China separates arrest of Huawei executive Sabrina Meng Wanzhou from US trade talks
  SCMP
• China State Media Calls Huawei Arrest a ‘Despicable Rogue’ Act
  BloombergQ
• Powell Says U.S. Labor Market ‘Very Strong’ by Many Measures
  BloombergQ
• Tariffs have hit confidence, to slow US economy, says Fed’s Williams
  Reuters
• Japan said to plan to bar Huawei, ZTE from government procurement contracts
  Reuters
• China Needs Bailout, Capital Plans for Crisis Event: PBOC's Ma
  BloombergQ
• China should tolerate bigger budget deficit in 2019 to boost economy: state media
  Reuters
• Biggest Worry for Traders? They Don't Know Why Stocks Are Moving
  BloombergQ
• With the Economy Uncertain, Tech ‘Unicorns’ Rush Toward I.P.O.
  NYT
• U.S. Companies Feel the Pinch as Tariff Costs Start to Mount
  WSJ
• U.S. Takes Aim at Huawei
  WSJ
• Bear Markets March Across the Globe
  WSJ
• The America hawks circling Beijing
  FT
• Chinese and US executives worry after Huawei CFO’s arrest
  FT

Thursday, December 6, 2018

Evening

• Battered Asia shares try to rally on talk of Fed pause
  Reuters
• S&P 500, Dow slip on trade worries, but end off of lows
  Reuters
• 10-year Treasury yield falls to 2.83% amid stock sell-off, was above 3% at the start of the week
  CNBC
• Oil dives 4 percent after OPEC delays output decision
  Reuters
• U.S. Said to Seek Extradition in China Crackdown: Huawei Update
  BloombergQ
• U.S. household net worth rises to $109 trillion ahead of stock rout
  Reuters
• U.S. fund investors pull most cash from bonds in five weeks: Lipper
  Reuters
• Traders Starting to Doubt Fed Will Raise Rates Even Once in 2019
  BloombergQ
• The market is tanking this week: Here’s what you need to know
  CNBC
• Something Weird Is Going on With German Debt
  BloombergQ
• Hedge Funds Pivot Back to Stocks, Raising Leverage From 2018 Low
  BloombergQ
• Trump Hasn’t Tweeted About the Stock Market Since Nov. 12
  BloombergQ
• Fed Weighs Wait-and-See Approach on Future Rate Increases
  WSJ
• Senior Huawei Executive’s Arrest Steps Up U.S.-China Confrontation
  WSJ
• House Passes Temporary Spending Bill
  WSJ
• China and the US: trade war or cold war?
  FT
• US trade deficit at widest level in 10 years
  FT
• China demands release of Huawei CFO held on US charges
  FT

General

• Stocks Rout Deepens With Banks Leading Latest Drop: Markets Wrap
  BloombergQ
• China Stocks Slump as Huawei Shakes Sentiment, Drugmakers Plunge
  BloombergQ
• Oil prices slide 3% as OPEC is seen cutting output less than expected
  CNBC
• Treasuries-U.S. yields hold near 3-month lows after ADP U.S. jobs data
  Reuters
• ‘Shocking’ Huawei Arrest Threatens to Upend Trump-Xi Trade Truce
  BloombergQ
• International trade deficit surges to highest in a decade as imports rise, US exports drop
  CNBC
• U.S. factory orders post largest drop in more than a year
  Reuters
• Arrest of Huawei CFO shows ‘the gloves are now fully off,’ says Eurasia Group
  CNBC
• OPEC agrees tentative oil cut, waits for Russia to commit
  Reuters
• China Lending Crackdown Deals Blow to World's Biggest Car Market
  BloombergQ
• Putin’s Saudi Bromance Is Part of a Bigger Plan
  BloombergQ
• Arrest Shakes Huawei as Global Skepticism of Its Business Grows
  NYT
• The Trouble With Huawei Will Spread
  WSJ
• Fed Chairman Jerome Powell Draws Congressional Support, Even as Trump Bashes Him
  WSJ
• Hedge fund industry’s big guns misfired in November
  FT
• China Outraged at Arrest of Huawei CFO in Canada After U.S. Request
  BloombergSub