Daily News Links

8387 posts

Sunday, April 1, 2018

Evening

• Asian Stocks Set for Muted Start to Second Quarter: Markets Wrap
  Bloomberg
• China announces it's imposing new tariffs on 128 US products
  AP
• China's Response to U.S. Metals Tariffs Goes Into Effect Monday
  Bloomberg
• China March factory growth stronger than expected-official PMI
  Reuters
• The market is ‘right in the eye of the storm,’ and two charts show dark clouds ahead, says Bank of America analyst
  CNBC
• SocGen Warns of Late-Cycle Volatility Bursts in Months Ahead
  Bloomberg
• These Developing Countries Are Getting Old Before They Get Rich, With Dire Consequences
  WSJ

General

• Cash-out mortgage refis are back — will homes become ATMs again?
  MarketWatch
• Investors Continue to Abandon Risky Bond Funds
  WSJ
• Emerging market investors turn cautious on booming debt sales
  FT

Saturday, March 31, 2018

General

• These are the ways student loans stop people from buying a house
  CNBC
• China March Factory Gauge Rebounds as Export Demand Recovers
  Bloomberg
• EU Sours on Reviving Trade-Pact Push With U.S. Amid Tariffs Row
  Bloomberg
• Safe Haven Assets Are Moving Strangely: Why That Should Worry Investors
  WSJ
• Tesla Says Autopilot Was Engaged in Fatal Crash Under Investigation in California
  WSJ

Friday, March 30, 2018

General

• Asian Stocks Round Out a Tough Quarter With Gains: Markets Wrap
  Bloomberg
• Walmart Is in Early Talks With Humana, WSJ Reports
  Bloomberg
• Global mergers and acquisitions reached a record high in the first quarter
  Reuters
• BOJ Bid to Taper by Stealth Made Tougher by Supercharged Yen
  Bloomberg
• China's Biggest Stocks Suffer Worst Quarterly Loss in Two Years
  Bloomberg
• North Korea: Why Kim Jong Un came in from the cold
  FT

Thursday, March 29, 2018

Evening

• U.S. Stocks Surge to Cap Wild Quarter, Bonds Gain: Markets Wrap
  Bloomberg
• VIX Up 81% Shows Extent of Stock Market Pain in Jarring Quarter
  Bloomberg
• Convertible Bonds Look Combustible as Twitter to Tesla Slump
  Bloomberg
• Shrinking junk bond issuance keeps U.S. high-yield prices afloat
  Reuters
• More Pain Seen for Worst FX Strategy as Carry Traders Suffer
  Bloomberg
• US inflation rises to strongest level in a year
  FT

General

• Stocks Rebound After Volatile Week as Dollar Slips: Markets Wrap
  Bloomberg
• Consumer Sentiment in U.S. Surges to Highest Level Since 2004
  Bloomberg
• U.S. Consumer Spending Gain Lags Behind Income for Second Month
  Bloomberg
• U.S. Jobless Claims Decline to Lowest Level Since January 1973
  Bloomberg
• China warns US not to open Pandora's Box, unleash trade ills on world
  Reuters
• Draghi Studies Fed Exit as ECB's Guide on What to Do and Avoid
  Bloomberg
• ECB’s Knot Urges QE End to Help Wean World Economy Off Stimulus
  Bloomberg
• China is reportedly taking the first steps to pay for oil in yuan instead of US dollars this year
  Reuters
• Republicans Promised to Cut the Deficit. It’s Only Getting Worse
  Bloomberg
• Snowballing U.S. Volatility Is Dragging Asia Stocks Along With It
  Bloomberg
• China could target broad range of US businesses if trade spat worsens: China Daily
  Reuters
• China says U.S approach on trade sets bad precedent, may trigger domino effect
  Bloomberg
• U.S. office vacancy rate rises in first quarter: Reis
  Reuters
• White House Looks to Use Emergency Law to Halt Chinese Investment
  NYT
• Fed’s Harker, Seeing Stronger Inflation, Lifts His Outlook for Interest Rates
  WSJ
• Why Are States So Strapped for Cash? There Are Two Big Reasons
  WSJ
• US subprime mortgage bonds back in fashion
  FT
• Record ‘mega-deal’ surge pushes global takeovers beyond $1.2tn
  FT

Wednesday, March 28, 2018

Evening

• Asia Stocks Set to Gain; Yen Drops as Dollar Rises: Markets Wrap
  Bloomberg
• Tech, Once Again, Weighs on Stocks as Dollar Jumps: Markets Wrap
  Bloomberg
• Trump's China tariffs may not begin until June -U.S. officials
  Reuters
• Quant Style Crash That Strategists Warned About Finally Arrives
  Bloomberg

General

• Stocks Mixed on Renewed Tech Woes; Dollar Rises: Markets Wrap
  Bloomberg
• U.S. Economic Growth Revised Higher on Spending, Inventories
  Bloomberg
• Libor's Ascent Is New Culprit for Hedged Treasury Yields Near 0%
  Bloomberg
• The Lesson From Stock Corrections Past? 200 Days of Pain
  Bloomberg
• Traders Scratching Heads as Tech Turmoil Meets Month End
  Bloomberg
• China Beige Book Shows Economy May Be Losing Steam
  Bloomberg
• Troubled China Conglomerate Puts All Properties on Block
  Bloomberg
• Alan Fournier Shuts 17-Year-Old Hedge Fund Pennant Capital
  Bloomberg
• China says North Korea pledges denuclearization during friendly visit
  Reuters
• Kim’s Message for Trump: China Is Back on Our Side
  Bloomberg
• Warning Sign: Tech Stocks Are Dominating Global Markets Like Never Before
  WSJ
• Greasing the levers: rising debt costs a challenge for private equity
  FT

Tuesday, March 27, 2018

Evening

• Asia Stocks Tip Losses After U.S. Tech Slides: Markets Wrap
  Bloomberg
• Tech Rout Punishes U.S. Stocks as Treasuries Surge: Markets Wrap
  Bloomberg
• U.S. Weighs Use of Emergency Law to Curb Chinese Takeovers
  Bloomberg
• Treasuries Finally Give In to Tech Turmoil
  Bloomberg
• Fed's Bostic sympathetic to adopting price-level targeting
  Reuters
• The How, What and Why of Spiraling Borrowing Costs for Aussie Banks
  Bloomberg

General

• U.S. Stock Rally Fades After Surge in Asia, Europe: Markets Wrap
  Bloomberg
• Oil Advances as Easing Trade Tensions Counter Oversupply Fears
  Bloomberg
• Home Prices in 20 U.S. Cities Advance More Than Forecast
  Bloomberg
• Gold is breaking out, and a perfect storm may be brewing for a bigger rally
  CNBC
• Dow’s 670-point surge belies fact that stock market is on the brink of an absolute breakdown
  MarketWatch
• Headspinning Swings for S&P 500 Are Raising Stakes for Traders
  Bloomberg
• China's Riskier Borrowers Escape Deleveraging and Sell Abroad
  Bloomberg
• China's Big Banks Stage Profit Comeback as Bad Loans Recede
  Bloomberg
• Deutsche Bank Chairman Holds Talks With CEO Candidates
  Bloomberg
• Exclusive: Satellite images reveal show of force by Chinese navy in South China Sea
  Reuters
• The Post-World War II Order Is Under Assault From the Powers That Built It
  NYT
• Behind the Rise of China’s HNA: The Chairman’s Brother
  NYT
• Libor’s Rise Accelerates, Squeezing Short-Term Borrowers
  WSJ
• 10 Years After The Crisis
  WSJ
• Bostic Says Fiscal Policy Is Creating More Uncertainty for the Fed
  WSJ
• Wall Street Bankers Get Biggest Raise in Four Years
  WSJ
• Investors cool on ETFs
  FT

Monday, March 26, 2018

Evening

• Asia Stocks Gain as Trade Fears Subside; Yen Falls: Markets Wrap
  Bloomberg
• Stocks Jump in Best Day Since 2015 as Dollar Falls: Markets Wrap
  Bloomberg
• U.S. seeks China trade moves on autos, financials, chips: source
  Reuters
• Fed's Mester sees U.S. rate hikes this year and next
  Reuters
• Fiscal policy is 'spinning out of control': Ex-GAO head under Clinton and Bush
  CNBC
• Hot Money Rushes Out of BlackRock's Core S&P 500 Fund
  Bloomberg
• Venture Capital Surges Into Crypto Startups
  Bloomberg
• Trump Administration Seeks Freer Hand for U.S. Companies in China
  WSJ
• Homeowners Ditch Refinancings as Mortgage Rates Rise
  WSJ

General

• Stocks Advance, Bonds Fall as Trade Fears Subside: Markets Wrap
  Bloomberg
• China's premier pledges to open markets in a bid to avert a trade war with the US
  CNBC
• Bond Traders Face Gut-Check in Record $300 Billion U.S. Auctions
  Bloomberg
• ‘Vulnerable’ Stocks and Record U.S. Debt Sales Dominate the Week
  Bloomberg
• FTC Confirms Facebook Probe Over Privacy Practices
  Bloomberg
• In Xi's China Even the PBOC Governor Can't Get Around the Party
  Bloomberg
• Chinese Oil Contract to Rival U.S. WTI and U.K.'s Brent Is Born
  Bloomberg
• US-China trade deficit is set to keep on rising, Yale's Stephen Roach says
  CNBC
• China's outstanding NCDs hit record high despite clampdown
  Reuters
• Quants' Footprint in Tech Hit Record Just as Selloff Accelerated
  Bloomberg
• Wall Street Bankers' Average Bonus Jumps to Highest Since 2006
  Bloomberg
• Trump administration orders 60 Russian officers out of the US over UK poisoning incident
  CNBC
• Auto Dealers Worry New Vehicle Prices May Be Getting Too High
  WSJ