Daily News Links

8387 posts

Sunday, June 3, 2018

General

• Talks end with China warning trade benefits at risk if U.S. imposes tariffs
  Reuters
• Moscovici 'not optimistic' trade row with U.S. will be resolved at G7
  Reuters
• Italy's euroskeptics and their currency ideas take center-stage
  Reuters
• When it comes to handling China, plenty of action but no clear plan
  The Hill
• As U.S. Confronts China on Trade, Taiwan Tensions Quietly Build
  BloombergQ
• U.S. weighs more South China Sea patrols to confront 'new reality' of China
  Reuters
• US-China $100bn trade war nears as talks end without deal
  FT
• Italy’s eclectic new cabinet raises eyebrows
  FT
• Emerging markets face a dollar double whammy
  FT

Saturday, June 2, 2018

General

• US isolated at G7 meeting as tariffs prompt retaliation
  Reuters
• Japan's Aso `Feels Sorry' for Mnuchin Amid Outrage Over Tariffs
  BloombergQ
• U.S. commerce secretary to press China to buy as allies seethe over tariffs
  Reuters
• It’s 2007 Again for Commercial Mortgage Bonds, Moody’s Says
  BloombergQ
• Europe is on the verge of a big new crisis, just six years after the last one
  CNN
• Falling Deutsche Bank shares reignite ‘black swan’ worries
  MarketWatch
• Catalan nationalists back in power, target secession in challenge to Sanchez
  Reuters
• Mattis warns of Chinese 'intimidation'; says U.S. seeks 'results-oriented' ties
  Reuters
• Within Trump’s Trade Factions, Nations Look for a Friendly Face
  NYT
• Aftereffects of Eurozone Crisis Plague Europe’s South
  WSJ

Evening

• Stocks Rally, Led by Tech, as Jobs Give Fed Cover: Markets Wrap
  BloombergQ
• U.S. isolated at G7 meeting as tariffs prompt retaliation
  Reuters
• The US economy suddenly looks like it's unstoppable
  CNBC
• Fed's Williams says rates may start to brake growth by next year
  Reuters
• Italy's Conte sworn in as PM of anti-establishment government
  Reuters
• Brazil strike boosts far right candidate's shot at presidency
  Reuters

Friday, June 1, 2018

General

• Global stocks rise, bond yields fall as political tensions ebb
  Reuters
• Treasuries Fall, Dollar Rises as Jobs Data Beats: Markets Wrap
  BloombergQ
• Borrowing costs drop for Italy and Spain as political concerns ease
  Reuters
• U.S. Payrolls Rise 223,000 as Jobless Rate Matches Historic Low
  BloombergQ
• Moment of truth arrives for EU after U.S. tariffs strike
  Reuters
• Sanchez takes charge in Spain as tarnished Rajoy departs
  Reuters
• Worst Month Ever in Italian Bonds Leaves Confidence in Tatters
  BloombergQ
• Japan wants to work with the US to stop China's 'market-distorting' practices
  Reuters
• Rajoy Falls, Paying Price for Generation of Corruption in Spain
  BloombergQ
• BOJ Unexpectedly Cuts Bond Buying in Test of Yen Speculators
  BloombergQ
• Deutsche Bank gets ECB, key investor support as S&P questions strategy
  Reuters
• U.S. Opens Criminal Probe Into Trading in Fannie, Freddie Bonds
  Yahoo/Bloomberg
• Beijing is upping the pressure on Taiwan: 'Expectation of reunification is certainly increasing'
  CNBC
• U.S., China Trade Negotiators Haggling Over Purchases of American Goods
  WSJ
• Italian market rout points to strains in market structure
  FT

Thursday, May 31, 2018

Evening

• Dow drops more than 200 points as Trump tariffs reignite trade-war fears
  CNBC
• US allies quickly fire back at Trump's tariffs – escalating an already-tense trade battle
  CNBC
• U.S. hits allies with tariffs as trade war fears rise
  Reuters
• 'Protectionism, pure and simple:' Europe promises WTO action over US tariffs
  CNBC
• Italy's League, 5-Star clinch deal on coalition government: sources
  Reuters
• Italy Populists Surge to Power in Challenge to Europe
  BloombergQ
• Loan repricings lead to market fatigue as deals pulled
  Reuters
• What Spain's Socialists Want in Pushing Out Rajoy: QuickTake
  BloombergQ
• U.S. Tariffs Prompt Anger, Retaliation From Trade Allies
  WSJ
• Spain’s opposition secures votes to oust Mariano Rajoy
  FT
• Italy turmoil accelerates outflows from Europe
  FT
• Italy buys back €500m of its debt amid political woes
  FT
• Make America 1929 again
  FT

General

• Stocks Drop, Bonds Rise as Trade Tensions Simmer: Markets Wrap
  BloombergQ
• Trump Slaps Steel Tariffs on Closest Allies as Tensions Rise
  BloombergQ
• U.S. to impose tariffs on EU steel, aluminum
  Reuters
• Europe will give determined response to any U.S. tariffs: Merkel
  Reuters
• German carmakers hit by report Trump threatens to drive them off U.S. streets
  Reuters
• U.S. consumer spending records biggest gain in five months
  Reuters
• Salvini, Di Maio to meet in last-ditch bid to avert Italian election
  Reuters
• Spanish PM's future in balance as no-confidence debate hots up
  Reuters
• China May factory growth at 8-month high, but tight funding hits smaller firms
  Reuters
• Japan's factory output growth slumps in April, dims production prospects
  Reuters
• Italy's President Asks Populists: Call Me When You're Ready
  BloombergQ
• EU Braces for Trump Broadside as Steel Tariff Deadline Looms
  BloombergQ
• Euro zone inflation well above expectations in May
  CNBC
• Deutsche Bank US operations designated to be in 'troubled condition' by the Fed
  CNBC
• A $523 monthly payment is the new standard for car buyers
  CNBC
• Soros Contention on Global Crisis `Ridiculous,' Gorman Says
  BloombergQ
• Storm Clouds Gather Over the Fed
  WSJ
• Why Italian Markets Were Primed for a Blowup
  WSJ
• Fed Backs Easing Volcker Rule Restrictions on Big Banks’ Trading
  WSJ
• Italy turmoil gives Draghi dilemma over ECB’s plan of action
  FT
• Rajoy under fire: how Spain’s PM could be pushed out
  FT

Wednesday, May 30, 2018

Evening

• Dow jumps more than 300 points after banks rebound; small caps hit new record
  CNBC
• Italy's Cottarelli opens door to possible eurosceptic government
  Reuters
• This bond market alarm went off when investors freaked out about Italy
  CNBC
• Navarro Rebukes Mnuchin Over Trade Truce Before China Talks
  BloombergQ
• U.S. factories shift into 'higher gear' despite trade worries: Fed
  Reuters
• Fed Says Economy Grew `Moderately' Amid Strong Manufacturing
  BloombergQ
• Online Lenders Tighten Rules as Default Wave Rattles Investors
  BloombergQ
• Brazil's Recovery Threatened by Strike And Domestic Turmoil
  BloombergQ
• U.S. Plans to Hit EU With Steel, Aluminum Tariffs
  WSJ
• U.S. Tariff Threat Could Scuttle Planned Trade Talks With China
  WSJ
• Then and Now: The Italian Crisis in Seven Charts
  WSJ

General

• Stocks Rally, Bonds Decline as Italy Concerns Fade: Markets Wrap
  BloombergQ
• Italy renews attempt to form a government and end turmoil
  Reuters
• Italy Banks Under Scrutiny as Messy Politics Prompts Downgrades
  BloombergQ
• U.S. first-quarter growth revised down to 2.2 percent
  Reuters
• ADP May jobs estimate below expectations; tough to find workers
  BondBuyer
• Ross Embraces Populist Push to Make America Great With Tariffs
  BloombergQ
• China vows to protect its interests from 'reckless' U.S. trade threats
  Reuters
• Here's why markets are so scared of the latest Italian political drama
  CNBC
• Italy's Establishment Faces Populist Onslaught With No Champion
  Bloomberg
• Italy’s Credit Impulse Doesn’t Bode Well for the Economy: Chart
  BloombergQ
• China's Economy Is Battling Slowdown, Earliest Indicators Show
  BloombergQ
• Bond Traders’ Confidence in Fed Rate Path Crumbles Amid Turmoil
  BloombergQ
• Crisis-Weary Central Banks Brace for Turmoil as Italy Implodes
  BloombergQ
• Millions of U.S. Homeowners Still Under Water on Mortgages
  BloombergQ
• U.S.-China Military Tensions Rise Ahead of Asia Security Forum
  BloombergQ
• US will continue to confront China over disputed islands, Mattis says
  FOX
• Trump, Stung by Being Attacked as Soft on China, Pushes Ahead on Tariffs
  NYT
• U.S. Tariff Threat Could Scuttle Planned Trade Talks With China
  WSJ
• Banks Hunting Growth Loosen Terms on Business Loans
  WSJ
• Scarcity of Housing in Rural America Drives Worker Shortage
  WSJ
• U.S. Moves Ahead on China Trade Curbs, Catching Beijing Off Guard
  WSJ
• What to Make of Italy’s Astonishing Bond Selloff
  WSJ
• Italy gives complacent investors a lesson in political risk
  FT
• Markets remain unforgiving on populists’ debt diagnosis
  FT
• Measuring ‘Quitaly’ risk is harder than it looks
  FT

Tuesday, May 29, 2018

Evening

• Stocks Drop, Bonds Rally as Italy Woes Jolt Assets: Markets Wrap
  BloombergQ
• Italian Political Impasse Envelops Country's Corporate Bonds
  BloombergQ
• Italy may return to polls in July, sources say, amid market rout
  Reuters
• U.S. Treasury sees Italy better off in euro zone: official
  Reuters
• Trump Ratchets Up Pressure on China With Swerve on Tariff Plans
  BloombergQ
• US forces Germany's Bayer to shed $9 billion in ag business in biggest ever antitrust sell-off
  CNBC
• Run-up in home prices is "not sustainable:" Realtors' chief economist
  CNBC
• Brazil's Temer says no threat of a coup amid truckers' protest
  Reuters
• Most Port Terminals Run Out of Soybeans: Brazil Strike Update
  BloombergQ
• 5G Wireless Service Is Coming, And So Are Health Concerns Over The Towers That Support It
  CBSNY
• White House Moves Ahead With Tough Trade Measures on China
  NYT
• Italian political turmoil fuels ‘risk-off’ mood
  FT

General

• U.S. Stocks Drop as Italian Woes Trigger Selloff: Markets Wrap
  BloombergQ
• Italian Bonds in Meltdown Spark a Global Flight to Haven Assets
  BloombergQ
• Italian bonds suffer worst day in more than 25 years
  Reuters
• Euro falls to 10-month low after Italy debt selloff
  Reuters
• Italy's Political Crisis Rekindles Investor Fear of Euro Breakup
  BloombergQ
• Italian voters brace for euro showdown ahead of snap elections
  CNBC
• Trump Plows Ahead on China Tariff Threats, Investment Curbs
  BloombergQ
• U.S. to continue trade actions against China: White House
  Reuters
• Home price gains ease in March, but growth accelerates in big cities: S&P Case-Shiller
  CNBC
• China’s $15 Trillion Shadow Bank Edifice Shows More Cracks
  BloombergQ
• Italian Drama Reawakens Fear of Europe's Sovereign-Bank Loop
  BloombergQ
• Europe's Fragility Is Exposed Again
  BloombergQ
• Italy's Democrats Claim League, Five Star Had Euro Exit Plan
  BloombergQ
• Soros Sees New Global Financial Crisis Brewing, EU Under Threat
  BloombergQ
• Brazil Trucker Strike Shows a State Running on Empty
  BloombergQ
• Germany's Merkel laments fraying of multilateral order
  Reuters
• Crises Past and Future Occupy Bernanke, Reinhart at Nobel's Home
  BloombergQ
• Italy Sparks Global Fear of Fresh Euro Crisis
  WSJ
• In ‘Founder Friendly’ Era, Star Tech Entrepreneurs Grab Power, Huge Pay
  WSJ
• China and Russia Push Into Iran, Exploiting Europe’s Caution
  WSJ
• Italy’s redenomination fear gauge surges on political turmoil
  FT
• Italian bank bond yields surge in fallout from political turmoil
  FT
• Bank of Italy warns Rome is close to losing ‘asset of trust’
  FT

Monday, May 28, 2018

General

• Risk Appetite Fades on Italy Outlook; Oil Slumps: Markets Wrap
  BloombergQ
• Italy Bonds Plunge, Stocks Hit 13-Month Low as Constitutional Crisis Intensifies
  TheStreet.com
• Italian Banks Lead Stock Declines as Government Plan Unravels
  BloombergQ
• Italy Heads to New Vote With Europe as Campaign Faultline
  Reuters
• Italy’s Failure to Form Government Deepens Political Chaos
  BloombergQ
• Traders are worried this could be the 'big unwinding' of Italian bond markets
  CNBC
• Italy's president calls in former IMF official amid political turmoil
  Reuters
• Italy crisis: Call to impeach president after candidate vetoed
  BBC
• China rejects U.S. charge of 'forced technology transfer' at WTO
  Reuters
• The U.S. needs 50,000 truck drivers to avoid a shipping squeeze
  CNBC
• Bid to Block Trump's Deal on ZTE Would Have Support, Rubio Says
  BloombergQ
• Weeklong Brazil Trucker Strike Leaves Food, Fuel Scarce
  VOA
• Japan's PM defends its automakers against U.S. import probe
  Reuters
• Spanish prime minister to face confidence vote on Friday
  Reuters
• Spain's Divided Opposition Struggles With Plan to Oust Rajoy
  BloombergQ
• What is Italy's political crisis all about?
  BBC
• Italian Political Crisis Roils Markets
  WSJ
• Key questions for investors as Italian tumoil deepens
  FT
• When will the US Fed stop tightening?
  FT