Daily News Links

8811 posts

Wednesday, October 24, 2018

Evening

• Dow erases gains for the year, tumbles more than 600 points as stocks extend October swoon
  CNBC
• Dollar Climbs to One-Year High as Europe’s Currencies Crushed
  BloombergQ
• U.S. manufacturers say tariffs pushing prices higher: Fed
  Reuters
• JPMorgan Sees $7.4 Trillion Passive Selling Pressure in Downturn
  BloombergQ
• Regulators concerned about material loosening in leveraged loan market
  Reuters
• Bank of Canada raises rates, might speed up pace of future hikes
  Reuters
• Prolonged market slump could bruise U.S. economy: Fed's Mester
  Reuters
• Buyers 'hibernating' as spiking mortgage rates hit housing harder than expected
  CNBC
• Central Banks to Increase Gold Buying for First Time Since 2013
  BloombergQ
• Senate Finance Chairman Backs Powell After Trump Faults Fed Chief
  BloombergQ
• Italy’s face-off with Brussels has echoes of the Greek debt crisis
  FT

General

• Fears for growth, company profits keep stocks under pressure after five days in red
  Reuters
• U.S. new home sales drop to near two-year low in September
  Reuters
• Fed's Kaplan sees three more interest rate hikes 'likely'
  Reuters
• Trump Says He ‘Maybe’ Regrets Picking Fed's Powell, WSJ Reports
  BloombergQ
• China talks up the stock market amid lurking concerns about share-backed loans
  CNBC
• Here are the early signs China’s stock-market woes are starting to infect the rest of the world
  MarketNews
• Mortgage applications weaken further as interest rates rise
  CNBC
• China investors fear too much stock is being used as collateral, a big market drag
  MarketWatch
• Record China Bond Failures Breathe Life Into CDS-Like Tool
  BloombergQ
• Yuan Trading Volume Exceeds 2015 Peak as Currency Stays Rooted
  BloombergQ
• Trump threats, demands spark 'existential crisis' at WTO
  Reuters
• Italy Is in Trouble. Here’s Why the World Should Care.
  NYT
• Chinese Stocks Pledged to Lenders Raise ‘Doom Loop’ Fears
  WSJ
• Risk Returns to Leveraged-Buyout Market
  WSJ
• Stock Market Whiplash Rattles Investors
  WSJ
• U.S. Manufacturers See Signs of New Risks
  WSJ
• China’s rising share pledges pose market risk
  FT
• Capital key risks an Italy dilemma for the ECB
  FT
• Italian banks’ fate tied to ‘lords of the spread’
  FT
• Italy’s populist coalition ramps up pro-Russia rhetoric
  FT

Tuesday, October 23, 2018

Evening

• Trump directly attacks Fed Chairman Powell, saying 'Obama had zero' interest rates: report
  CNBC
• Stocks End Lower as Late Rally Falters; Bonds Gain: Markets Wrap
  BloombergQ
• Italian yields rise as EU gives Rome three weeks to revise budget
  Reuters
• Oil prices plunge more than 4 percent as stock market tumbles
  CNBC
• Trump and China's Xi to meet at G-20: Kudlow
  CNBC
• EU rejects Italy's budget plan for 2019, sending bond yields higher
  CNBC
• EU and Italy face off over populist government's budget
  UK Guardian
• Tariffs begin to take bite out of U.S. corporate earnings growth
  Reuters
• The Federal Reserve doesn't need to 'keep our foot on the gas pedal' anymore, Fed's Bostic says
  CNBC
• Fed's Bostic Supports More Hikes, Warns of Running Economy Hot
  BloombergQ
• Kudlow says stocks are falling on fear Democrats will win midterms and end 'pro-growth policies'
  CNBC
• Italy’s Populists Dig in After E.U. Rejects Their Budget as a Danger
  NYT
• Trump Steps Up Attacks on Fed Chairman Jerome Powell
  WSJ
• Foreign Buying of U.S. Treasurys Softens, Unsettling Financial Markets
  WSJ
• Rising costs at US manufacturers unnerve investors
  WSJ
• EU rejects Italian budget in unprecedented rebuke
  FT
• Haven assets in demand as investors seek refuge from stock sell-off
  FT

General

• Wall Street tumbles as weak industrials add to dour mood
  Reuters
• Oil prices fall as Saudi Arabia pledges to play 'responsible role' in market
  BloombergQ
• This week's earnings shine spotlight on China growth risk
  Reuters
• Former Fed Chairman Paul Volcker thinks 'we're in a hell of a mess'
  CNBC
• Europe’s Moment of Truth as Credit Investors Bid QE Farewell
  BloombergQ
• China-US ties sinking amid acrimony over trade, politics
  AP
• Turkey's Erdogan says there's strong evidence to show that the Khashoggi killing was planned
  CNBC
• China expresses concern to U.S. over Taiwan Strait warship operation
  Reuters
• Paul Volcker, at 91, Sees ‘a Hell of a Mess in Every Direction’
  NYT
• Global Stocks Drop on Political Tensions, Worries Over Chinese Growth
  WSJ
• Emerging markets face mounting geopolitical stress
  FT

Monday, October 22, 2018

Evening

• Energy and financials weigh on S&P and Dow
  Reuters
• Oil Closes Below $70 for Fourth Session as Stockpiles Accumulate
  BloombergQ
• Trump eyeing a 10 percent middle-income tax cut plan
  Reuters
• Chinese official tells American investors at a meeting: We don't fear a trade war with the US
  Reuters
• China's Central Bank to Offer More Funds to Private Companies
  BloombergQ
• El-Erian: Emerging Markets Need More Fixes to Maintain Calm
  BloombergQ
• U.S. warships pass through Taiwan Strait amid China tensions
  Reuters
• Italy’s Debt Predicament, in Seven Charts
  WSJ

General

• Stocks Fluctuate Ahead of Earnings; Dollar Gains: Markets Wrap
  BloombergQ
• Stock futures rise after China rally, Italy's budget relief
  Reuters
• Chinese Stocks Rally Most Since 2016 as State Steps Up Support
  BloombergQ
• Kudlow Blames China for Not Engaging Ahead of Trump-Xi Meeting
  BloombergQ
• Italy tells EU it is sticking to budget plans, keeps eye on debt, deficit
  Reuters
• "He wants them to suffer more": Inside Trump's China bet
  Axios
• Inflation Creep Is Real, Morgan Stanley Says
  BloombergQ
• China Breaks Six-Month Streak of Accelerating Home-Price Gains
  BloombergQ
• China slams Pompeo's 'malicious' Latam comments amid influence battle
  Reuters
• China's $195 Billion Debt Splurge Has Less Bang Than You Might Think
  BloombergQ
• Chaotic Brazil presidential campaign careens into final week
  Reuters
• Banks’ Golden Deposits Are Heading Out the Door
  WSJ
• Chinese equities rally after government support signals
  FT
• Larry Kudlow accuses China of refusing to engage on trade
  FT

Sunday, October 21, 2018

Evening

• Mnuchin dismisses risk of contagion from China's economic slowdown
  Reuters
• Italy expects EU budget rejection on Tuesday: source
  Reuters
• Mnuchin Open to Change in Currency Test as U.S. Spars With China
  BloombergQ
• Rome’s defiant tone over budget leaves investors tense
  FT

General

• Mideast Stock-Saudi stocks close up slightly after account of Khashoggi death
• Italy's Banks at Risk From Widening Spread, League Official Says
  BloombergQ
• China says must balance stable growth and risk prevention
  Reuters
• Trump says U.S. to exit nuclear treaty, Russia warns of retaliation
  Reuters
• UBS warns staff over China travel after banker held in Beijing: source
  Reuters
• Italy vows to stay in euro but stick with spending plan
  FT
• Germany’s political centre cannot hold
  FT

Saturday, October 20, 2018

General

• Major WTO Showdown Looks Harder to Avoid as U.S., China, EU Spar
  BloombergQ
• Italian deputy PM says government will not lower 2019 deficit goal
  Reuters
• China's September new home price gains led by smaller cities
  Reuters
• Exclusive: U.S. weighs new warship passage through Taiwan Strait
  Reuters
• Run For The Exits. China’s Talking Up Stocks Again
  BloombergQ
• Italian Credit Downgrade Likely to Add to Pressure on Europe’s Markets
  WSJ
• The Crisis in U.S.-China Relations
  WSJ
• BlackRock: a vast money machine splutters
  FT
• Taiwanese protesters step up calls for independence
  FT

Friday, October 19, 2018

Evening

• Stocks Edge Lower as Treasuries, Greenback Fall: Markets Wrap
  BloombergQ
• Euro, pound rally on Brexit concession; global stocks dip
  Reuters
• Fed's Kaplan sees two-three more rate hikes to hit 'neutral' level
  Reuters
• Moody’s pushes Italy’s credit rating closer to junk
  FT
• Real estate loans by small banks stir fears
  FT

General

• U.S. Stocks Gain as Europe Struggles; Dollar Dips: Markets Wrap
  BloombergQ
• Euro, Italian bonds sold as EU warns on Italy budget
  Reuters
• Italian bond yields spike to 4-year highs as the EU slams its new budget plan
  CNBC
• China markets rebound strongly after turbulent morning; GDP numbers miss forecasts
  CNBC
• China Urges Investor Calm While Stopping Short of Market Rescue
  BloombergQ
• China’s Problems Keep Piling Up With Trump, Economy, and Markets
  BloombergQ
• China economic growth slumps to weakest since 2009, demand ebbs as trade war bites
  Reuters
• China Sept industrial output weakens; investment, retail sales beat expectations
  Reuters
• China's Sept property investment slows, sales fall
  Reuters
• The Biggest Companies at Risk as China's Margin Calls Increase
  BloombergQ
• Italy's budget crisis threatens the entire EU project, strategist says
  CNBC
• Goldman CEO Solomon says part of October's market sell-off driven by programmatic trading
  CNBC
• Wall Street Loves These Three Letters. The Rest of Us Should Be Wary.
  NYT
• China’s Economy Hits Slowest Pace in a Decade
  NYT
• China Growth Slows to 6.5%; Finance Officials Try to Soothe Worried Investors
  WSJ
• Contagion Creeps Back Into Europe’s Bond Markets
  WSJ
• Inflation Is Back—and Unilever, Nestlé Are Taking Advantage
  WSJ
• Italy’s budget high noon
  FT

Thursday, October 18, 2018

Evening

• Wall St. slides as Saudi Arabia, Italy add to economic concerns
  Reuters
• Goldman Sachs sees five more Fed rate hikes through end of 2019
  Reuters
• Money markets show strain with more Federal Reserve rate rises ahead
  Reuters
• Fed's Quarles eyes more dovish rate path, U.S. productivity boost
  Reuters
• Larry Kudlow: China 'has not responded positively to any of our asks' in US trade talks
  CNBC
• China's stock market is getting pummeled and history shows that is bad news for US markets
  CNBC
• Authers: What the Fed Minutes Didn't Say Is What Matters
  BloombergQ

General

• Fed Minutes Weigh on Stocks, Bonds; Yuan Slips: Markets Wrap
  BloombergQ
• China Stock Market Rocked by Forced Sellers; Yuan Hits Fresh Low
  BloombergQ
• Treasuries-U.S. yields hold rise as jobless claims fall
  Reuters
• Dollar at one week high after hawkish Fed minutes; Asia stocks capped
  Reuters
• Despite Trump criticism, Fed sees need for more rate hikes
  Reuters
• Fed Officials Debated Hiking Rates to Restrictive Territory
  BloombergQ
• US doesn't call China 'currency manipulator' but keeps it on a watch list with Germany, Japan, others
  CNBC
• Italy's Populist Budget Has Leaders Worried at Brussels Summit
  BloombergQ
• Italy's PM defiant on budget, denies coalition rift
  Reuters
• In China, Signs of Intervention and Outflow Emerge as Yuan Drops
  BloombergQ
• China's Factory Heartland Braces for Trump's Big Tariff Hit
  BloombergQ
• Trump Embarks on Bilateral Trade Talks to Pressure China
  NYT
• Blinder: The Fed Is Anything but Crazy
  WSJ
• China’s Blowout Bond Sale Is Little Comfort to Junk Issuers
  WSJ
• China’s growth slowdown puts private sector on the defensive
  FT
• What is driving the renminbi’s fall?
  FT