Daily News Links

8387 posts

Sunday, May 20, 2018

General

• Mnuchin declares US-China trade war 'on hold' as talks progress
  Reuters
• US, China agree to abandon trade war: Beijing
  AFP
• Italy's Populists Seek a Premier Amid French Warning on Euro
  BloombergQ
• Venezuelans Vote in Election Overshadowed by Crisis and Boycott
  BloombergQ
• Rajoy's Catalan Challenge Returns With Threat to Spanish Budget
  BloombergQ
• EU could compensate firms hit by U.S. sanctions over Iran: French minister
  Reuters
• China Rejects U.S. Target for Narrowing Trade Gap
  WSJ
• U.S. Government Bonds Pay More Than Debt From Other Developed Nations
  WSJ
• This is exactly the wrong time to roll back financial reform
  FT
• Italy illustrates the way to liberal democracy’s demise
  FT

Saturday, May 19, 2018

General

• China's second quarter GDP growth seen easing to around 6.7 percent - official think tank
  Reuters
• China air force lands bombers on South China Sea island
  Reuters
• Main Street Banks’ New Lending Rivals: Hedge Funds and Private Equity
  WSJ
• China stops short of accepting US trade demands
  FT
• Moqtada al-Sadr bloc wins Iraq election
  FT

Friday, May 18, 2018

General

• U.S. Stocks Mixed on Trade Angst, Treasuries Rise: Markets Wrap
  BloombergQ
• Dollar and oil pause ascent, bonds and gold lick wounds
  Reuters
• Italian markets hammered by fears of government spending binge
  Reuters
• ECB Watches Italy Yields Spike as Populists Form Government
  BloombergQ
• Oil Rides Best Weekly Winning Streak Since 2011 as Risks Mount
  BloombergQ
• China says it hasn't offered Trump a $200 billion trade surplus cut
  CNBC
• China offering Trump package to slash U.S. trade deficit, officials say
  Reuters
• Trump's bonfire of the treaties sweeps towards the WTO
  Reuters
• U.S. Dashes Hopes for Quick Nafta Deal Amid `Gaping' Differences
  BloombergQ
• German Envoy Sees U.S. Sanctions Likely Over Russia Gas Pipeline
  BloombergQ
• Fed's Mester Warns Against Dismantling Post-Crisis Bank Reforms
  BloombergQ
• Italian Populists Seal Agreement to Challenge EU Establishment
  BloombergQ
• The Era of Low Mortgage Rates Is Over
  WSJ
• Trump Offers North Korea’s Kim Political Safeguards, but Warns of ‘Total Decimation’
  WSJ
• Nafta talks set to drag in to next year after missed deadline
  FT
• Why Argentina has returned to the IMF — in charts
  FT
• Five Star and League strike Italy government deal
  FT
• China sees rise in mainland companies defaulting on bonds
  FT

Thursday, May 17, 2018

Afternoon

• U.S. labor market tightening; mid-Atlantic factory activity picks up
  Reuters
• U.S. 30-year mortgage rates hit 7-year peak: Freddie Mac
  Reuters
• When earnings look this great, it's actually a really bad time to invest in stocks
  CNBC

General

• Wall Street turns positive as oil powers energy stocks
  Reuters
• Treasury Yields Hit 3.1%; Customs Talk Roils Pound: Markets Wrap
  BloombergQ
• Dollar stands tall as euro plumbs five-month low on Italian political uncertainty
  Reuters
• Japan plans retaliatory tariffs against United States: NHK
  Reuters
• Tensions erupt among Trump trade officials ahead of China talks
  Politico
• Fitch Says Emerging Markets Vulnerable as Debt Hits $19 Trillion
  BloombergQ
• Emerging Markets Come Under Pressure to Boost Borrowing Costs
  BloombergQ
• Investors' Unconditional Love for Emerging Markets Is Fading
  BloombergQ
• Populists’ rise to power in Italy sets perilous precedent for EU
  UK Guardian
• Italy Populists Seek Banking System Overhaul in Policy Plan
  BloombergQ
• Italy's 5-Star and League put final touches to government deal
  Reuters
• Hong Kong Spends $1.2 Billion Defending Currency Overnight
  BloombergQ
• Morgan Stanley Says a Shipping Revolution Has Oil Headed for $90
  BloombergQ
• Why Is The Indian Rupee Looking Nervous?
  BloombergQ
• Exclusive: 40% in U.S. can't afford middle-class basics
  Axios
• Bolton Emerges as Potential Wrecking Ball for Trump's Kim Summit
  BloombergQ
• The U.S.-China Rivalry Is Just Getting Started
  BloombergQ
• The Entire Economy Is MoviePass Now. Enjoy It While You Can.
  NYT
• U.S. Farms, Factories Can’t Produce Enough to Meet White House Goal to Cut China Deficit
  WSJ
• In Emerging Turmoil, What Links Argentina and Turkey?
  WSJ
• U.S. Births Hit Lowest Number Since 1987
  WSJ

Wednesday, May 16, 2018

Evening

• Wall St. gains as small-cap Russell 2000 hits record
  Reuters
• 10-year Treasury note yield hits 3.1%, highest since 2011
  CNBC
• Italy's 5-star, League finish policy programme, pass to leaders
  Reuters
• China denounces trade unilateralism, defends free trade
  Reuters
• Harvard's Reinhart Says Emerging Markets Worse Than '08 Crisis
  Investing.com/Bloomberg
• Incoming New York Fed Chief on Yield Curve, Inflation: Excerpts
  BloombergQ
• Wages Are Poised to Increase at a Faster Rate
  BloombergQ
• Trump says 'we'll have to see' if summit with Kim Jong Un is still happening
  CNBC
• Netanyahu and Erdogan trade insults on Twitter over Gaza violence
  CNBC
• Putin, Erdogan express 'serious concern' over casualties in Gaza: Kremlin
  Reuters
• Erdogan’s Plan to Drive Turkish Monetary Policy Sows Fear Among Investors
  WSJ
• Italian bond sell-off worsens amid political tension
  FT

General

• Euro Drops, Dollar Strengthens as Stocks Fluctuate: Markets Wrap
  BloombergQ
• Italy Bonds Fall as Populist Pact Throws Up Uncertainty
  BloombergQ
• Euro slides below $1.18 on Italy debt concerns and dollar jump
  Reuters
• U.S. Housing Starts Fall on Retreat in Apartment Building
  BloombergQ
• White House on NAFTA: 'We still want to see something happen'
  Reuters
• Italian markets jolted by 5-Star, League coalition proposals
  Reuters
• U.S. Could `Fatally Undermine' the WTO, China's Ambassador Says
  BloombergQ
• Japan’s Two-Year Growth Streak Snapped as Economy Contracts
  BloombergQ
• North Korea says it may blow off Trump meeting, and 'sinister' US won't make it give up nukes
  CNBC
• Emerging Markets Face Their Moment of Truth
  BloombergQ
• Something Is Rotten at the Heart of the Euro
  BloombergQ
• President Erdogan Throws Gasoline Onto a Raging Fire
  BloombergQ
• Mexican leftist frontrunner extends lead for presidency: poll
  Reuters
• U.S. Navy Takes Aim at Russia With a New Fleet
  BloombergQ
• Trump’s Goal for Nafta Rewrite Looks Unattainable in 2018
  WSJ
• Why the Credit-Card Boom May Have Just Peaked
  WSJ
• Investors lose their appetite for Turkey after Erdogan lunch
  FT

Tuesday, May 15, 2018

Evening

• Stocks Retreat as Treasuries Plunge, Dollar Gains: Markets Wrap
  BloombergQ
• U.S. 10-Year Yield Reaches Highest Since 2011 as Rout Deepens
  BloombergQ
• Turkish Assets Hammered by Erdogan's Vision as Crisis Deepens
  BloombergQ
• At top of Fed, a dispute on policy picks up steam
  Reuters
• Many forces are in place that could keep pushing rates even higher
  CNBC
• Mortgage rates are surging to the highest level in 7 years
  CNBC
• The US may be on the cusp of a 'hot, high-priced gasoline summer'
  CNBC
• Trump Fed nominee signals skepticism on quantitative easing
  Reuters
• Two of the supposedly safest stock market strategies are losing badly this year
  CNBC
• Art Cashin: If the S&P 500 gets too much lower then I'll really start to worry
  CNBC
• North Korea casts doubt on Trump summit, suspends talks with South
  Reuters
• U.S. Bond Yields Jump to Fresh Highs on Retail Sales
  WSJ
• EM currency index poised for worst day in a year
  FT

General

• US stocks fall after Home Depot sales miss, interest rates advance
  CNBC
• US 10-year Treasury yield jumps to highest level since 2011 above 3.06%
  CNBC
• Global stocks sink as soft China data, trade fears weigh
  Reuters
• Lira, Bonds Slide to Records as Erdogan Comments Spook Traders
  BloombergQ
• Gold extends slide to push below $1,300 as 10-year yield clears 3% and dollar rallies
  MarketWatch
• India bonds hit near 33-mth low, rupee weakest in 16 months on higher oil, inflation
  Reuters
• U.S. retail sales increase moderately in April
  Reuters
• What Fed Officials Are Saying About the Flattening Yield Curve
  BloombergQ
• Ross losing sway with Trump on China
  Politico
• U.S., China still 'very far apart' on trade: U.S. ambassador
  Reuters
• Goldman: Something strange is happening with the US economy that could cause interest rates to jump
  CNBC
• Bond Traders Get a Peek at the Apocalypse
  BloombergQ
• China April investment, retail sales growth slows but factory output strong
  Reuters
• China Jan-April property investment up 10.3 percent year on year
  Reuters
• German Economy Stumbles as Europe Suffers Setback in Growth
  BloombergQ
• Populist cleric Sadr all but wins Iraq election
  Reuters
• Medical Mystery: Something Happened to U.S. Health Spending After 1980
  NYT
• A World Apart: Charting the Gulf Between Chinese and U.S. Tariffs
  WSJ
• Capital Spending Boom Is No Great Boost to Capital Markets
  WSJ
• U.S., China Discussing Deal on ZTE, Agricultural Tariffs
  WSJ
• Turkish lira touches yet another low as Moody’s warns on bank risk
  FT
• Moody’s warns emerging economies over debt vulnerabilities
  FT
• Strong dollar poses a sizeable risk for EM bonds
  FT
• Dollar strength and emerging market stress are inseparable
  FT
• Donald Trump’s bizarre U-turn on sanctions against China’s ZTE
  FT

Monday, May 14, 2018

Afternoon

• U.S. Stocks Mixed as Treasuries Slip, Oil Gains: Markets Wrap
  BloombergQ
• Argentine peso drops almost 9% to lowest ever against U.S. dollar
  MarketWatch
• IMF says supports Argentina floating exchange rate as peso tumbles
  Reuters
• Wilbur Ross: We’re exploring ‘alternative remedies’ for ZTE ban
  Politico

General

• World stocks head higher on hopes of thawing trade tensions
  Reuters
• Argentine peso opens 6.22 pct weaker, sets new record low -traders
  Reuters
• Fed's Mester reiterates support for gradual U.S. rate increases
  Reuters
• US should watch its debt pile before 'things get out of hand,' Fed's Mester says
  CNBC
• Italy is poised for an anti-establishment leader
  CNBC
• Breakingviews - Italy’s radical government will be an EU headache
  Reuters
• ECB's Villeroy Sees Rate Hike Quarters, Not Years, After QE
  BloombergQ
• Emerging Markets Watch Fed, Not ‘Decoupled’ After All
  BloombergQ
• Rhetoric over U.S. exit from Iran deal rises amid threat of sanctions
  Reuters
• Firebrand nationalist cleric Sadr leads Iraq election
  Reuters
• What the Lira's Plight Says About Turkey's Economy: QuickTake
  BloombergQ
• Fed’s Mester Says Improved Economic Outlook Supports More Rate Rises
  WSJ
• Farmers Across High Plains Brace for Hard Times as Drought Bears Down
  WSJ
• Wall Street Is Getting In On the House Flipping Game
  WSJ
• Anbang: the downfall of China’s global dealmaker
  FT
• Landmark bond sales hit by emerging markets downturn
  FT

Evening

• Italian populist parties 'agree on ruling programme'
  France24
• Bulls have 'hammerlock' on oil market, OPIS' Tom Kloza isn't ruling out $100 a barrel
  CNBC
• Chinese insurers turn shadow lenders for higher returns
  Reuters
• In concession, Trump will help China's ZTE 'get back into business'
  Reuters