Daily News Links

8387 posts

Sunday, March 25, 2018

Evening

• Asia Stocks Signal More Losses Amid Trade Tensions: Markets Wrap
  Bloomberg
• Mnuchin: Trump not afraid of a trade war with China - Fox News
  Reuters
• Mnuchin ‘Hopeful’ Truce Can Be Reached With China on Trade
  Bloomberg
• Reports of Williams Heading to New York Fed Spur Backlash
  Bloomberg
• China Is About to Shake Up the Oil Futures Market
  Bloomberg
• U.S., China Quietly Seek Trade Solutions After Days of Loud Threats
  WSJ
• New York Fed Eyes John Williams as Its Next Leader
  WSJ
• How $9 Trillion Bond Market Adds Up to Zero for Japanese Traders
  WSJ
• Market pressure gauge flashes a red alert
  FT
• America First’ Bears a New Threat: Military Force
  NYT

General

• Take Five: World markets themes for the week ahead
  Reuters
• China's new finance minister says some tax changes coming
  Reuters
• Five things to know about new Trump adviser John Bolton
  The Hill
• China air force drills again in South China Sea, Western Pacific
  Reuters
• China warns of strong response to US tariffs
  Financial Times
• For U.S. Farmers, China Tariffs’ Timing Is Harsh
  WSJ
• Split Over Keeping Bankers Out of Trouble
  WSJ
• Health-Insurance Premiums Loom as Election Issue
  WSJ
• China asserts Communist party control over PBoC
  FT
• Financial markets fail to reflect the eurozone time-bomb in Italy
  FT

Saturday, March 24, 2018

General

• Stocks Tumble in Biggest Weekly Decline Since 2016: Markets Wrap
  Bloomberg
• China warns US it will defend own trade interests
  Reuters
• Top economists and business leaders weigh in on the risks of a US-China trade war
  CNBC
• Conservatives rip Trump for signing massive spending bill that ignores many of their priorities
  CNBC
• San Francisco Fed's Williams Is N.Y. Fed Frontrunner, WSJ Says
  Bloomberg
• For the U.S. and China, a Technology Cold War That’s Freezing Over
  NYT
• Trade war risk dominates investors’ radar screens
  FT

Friday, March 23, 2018

General

• Stocks Fluctuate as Trump Fuels Tension; Oil Rises: Markets Wrap
  Bloomberg
• Gold’s ‘Good Week’ Gets Better as Trade War Ignites Haven Demand
  Bloomberg
• Oil Gains as Trump Picks Iran Hawk Bolton as Security Adviser
  Bloomberg
• Trump Threatens Spending Bill Veto, Raising Prospect of Shutdown
  Bloomberg
• China responds to Trump tariffs with proposed list of 128 US products to target
  CNBC
• From Boeing to Soybeans, China Has a Long Retaliation List
  Bloomberg
• China urges U.S. to 'pull back from brink' as Trump unveils tariffs
  Reuters
• U.S. accuses China of stealing patents in WTO complaint
  Reuters
• U.S. Corporate Borrowers Have an Overseas Investor Problem
  Bloomberg
• Rising U.S. bank funding costs: Five pressure points for markets
  Reuters
• High-Yield Outflows Begin to Take a Toll on New Issuance Market
  Bloomberg
• Half Last Week's Record Stock Inflows Just Got Yanked Back Out
  Bloomberg
• Canadian Inflation Accelerates to Fastest Pace in Three Years
  Bloomberg
• Exclusive: U.S. warship sails near disputed islands in South China Sea, officials say
  Reuters
• The US and its Asia Pacific allies are boosting security ties — that could upset China
  CNBC
• For super-hawk Bolton, 'Surrender is Not An Option'
  Reuters
• Beg, Borrow or Steal: How Trump Says China Takes Technology
  NYT
• House Passes Mammoth Spending Bill
  WSJ
• Money Markets Are Messed Up, With Real Consequences
  WSJ
• Happy Bipartisan Budget Blowout Day
  WSJ
• ‘Rolldown’ Shows Why the Bond Market Is an Unfriendly Place to Hide
  WSJ
• Volatility Swings Reach New Milestone
  WSJ
• US tariffs target China industrial policy, not trade deficit
  FT

Thursday, March 22, 2018

Evening

• Asia Stocks Brace for Losses; Yen Climbs Past 105: Market Wrap
  Bloomberg
• China Plans Reciprocal Tariffs on U.S. Products
  Bloomberg
• Stocks Drop Most in Six Weeks on Trade War Tension: Markets Wrap
  Bloomberg
• Trump slaps China with tariffs on up to $60 billion in imports: 'This is the first of many'
  CNBC
• Chinese Ambassador Warns of ‘Trade War’ Over Trump Tariffs
  Bloomberg
• Trump Replaces McMaster With Bolton as National Security Adviser
  Bloomberg
• U.S. House Passes Spending Bill as Senators Consider Forcing a Shutdown
  Bloomberg
• House passes $1.3 trillion spending bill as Congress scrambles to avoid government shutdown
  CNBC
• Trump, Xi enter rockier phase as U.S.-China trade fight heats up
  MarketWatch
• Surging Money Rates 10,000 Miles From Fed Flag Warning for RBA
  Bloomberg
• The market is having a hard time adjusting to a new day at the Fed
  CNBC
• Human Driver Could Have Avoided Fatal Uber Crash, Experts Say
  Bloomberg
• Trump’s Trade Threats Put China’s Leader on the Spot
  NYT

General

• Stocks Drop, Bonds Rally as Trade Tensions Rise: Markets Wrap
  Bloomberg
• Trump to Announce $50 Billion in China Tariffs, Sources Say
  Bloomberg
• US vows to defend farmers from possible China trade action against soybeans
  CNBC
• China blames U.S. for staggering trade surplus as tariffs loom
  Reuters
• Congress Rushes Toward Spending Vote to Prevent Shutdown
  Bloomberg
• Congress just released its massive spending bill: Here's what's in it
  CNBC
• Americans' Economic Expectations Match Highest Level Since 2002
  Bloomberg
• Rents are rising at the fastest pace in almost two years
  CNBC
• China’s Central Bank Raises Borrowing Costs After Fed Hikes
  Bloomberg
• Cracks Are Starting to Appear in the Global Economy's Momentum
  Bloomberg
• Chinese paper says China should prepare for military action over Taiwan
  Reuters
• Trump Plans to Slap Stiff Tariffs and Investment Restrictions on China
  NYT
• U.S. to Apply Tariffs on Up to $50 Billion of Chinese Imports
  WSJ
• U.S., China Sharpen Trade Swords
  WSJ
• Biggest Three Banks Gobble Up $2.4 Trillion in New Deposits Since Crisis
  WSJ
• Sorry, But The Fed Will Be Safe Not Sorry
  WSJ
• Fed chair Powell sets tone with first policymaking meeting
  FT
• Jay Powell fails to sway investors following the ‘dot plot’
  FT
• Fed’s rate signals belie benign financial conditions
  FT
• Triple B risks lurking in the US credit market
  FT
• IMF warns of mounting debt crisis risk in poor countries
  FT

Wednesday, March 21, 2018

Evening

• Asian Stocks Face Mixed Start; Dollar Sinks on Fed: Markets Wrap
  Bloomberg
• Stocks Whipsaw Investors After Powell Rate Hike: Markets Wrap
  Bloomberg
• Fed Lifts Rates, Steepens Path Through 2020 For More Hikes
  Bloomberg
• Powell’s Fed Debut Shows Shift Away From Theory, Models
  Bloomberg
• Fed lifts rates, signals tougher stance as economy strengthens
  Reuters
• Fed hikes rates and raises GDP forecast again
  CNBC
• Oil Rallies to Six-Week High After Surprise U.S. Storage Slump
  Bloomberg
• Treasury's Mnuchin says has prepared investment restrictions on China
  Reuters
• White House will announce tariffs cracking down on Chinese theft of intellectual property: Sources
  CNBC
• Rising Libor Is The Story Of The Year, Not Fed, Morgan Stanley Says
  Bloomberg
• China Default Risks Flare on Scrutiny of Public Works Accounting
  Bloomberg
• Central Banks Are Raising Rates at Fastest Pace Since 2011, Deutsche Bank Says
  Bloomberg
• Volatile Volatility Leaves Europe's Investment Banks Whipsawed
  Bloomberg
• Jim Rogers Says Trade War Is Making His Bearish View Even Darker
  Bloomberg
• Tesla Investors Approve $2.6 Billion Award for Musk
  Bloomberg
• Fed Raises Rates and Signals Faster Pace in Coming Years
  WSJ
• Trump Administration Tells Lawmakers China Trade Actions Are Needed
  WSJ
• Could ETFs Fall Into a Liquidity Jam?
  WSJ
• Don’t Mistake Last Week’s Record ETF Inflows For Bullish Sentiment
  WSJ
• Median CEO Pay Hit Record of Nearly $12 Million in 2017, Juiced by Markets
  WSJ
• Fed signals extra rate rises as growth accelerates
  FT

General

• Stocks Renew Drop on Facebook Concern; Dollar Dips: Markets Wrap
  Bloomberg
• U.S. current account deficit widens in fourth quarter
  Reuters
• U.S. Existing-Home Sales Rebound Even as Inventory Remains Tight
  Bloomberg
• Powell to Ponder Hawkish Tone in FOMC Debut: Decision Day Guide
  Bloomberg
• GOP spending bill to include funding for NYC tunnel, opioid crisis, and border security
  CNBC
• White House plans China trade crackdown Thursday
  Politico
• U.S. Starter Homes Are Scarcer, Pricier, Smaller and More Run-Down
  Bloomberg
• U.S. Mortgage Refinancing Drops to Nine-Year Low as Rates Rise
  Bloomberg
• China Inc. Feels Heat From $668 Billion Puttable Bond Cooker
  Bloomberg
• Xi Is Just Getting Started After China’s Biggest Government Shakeup in Years
  Bloomberg
• China sends carrier through Taiwan Strait after Xi warning: report
  Reuters
• U.S. Official, Taiwanese President to Speak at Taipei Event
  AP
• Fed’s Rate Decision: What to Watch For
  NYT
• Fed Set to Raise Rates, Issue New Economic Projections
  WSJ
• China to Target Trump’s Base in Tariff Response
  WSJ
• Global deals surge past $1tn at fastest ever pace
  FT
• US affirms Taiwan support after Chinese carrier enters Taiwan Strait
  FT

Tuesday, March 20, 2018

Evening

• Stocks in Asia Set to Gain as Traders Await Fed: Markets Wrap
  Bloomberg
• Wall Street climbs with oil, but Facebook's slide checks gains
  Reuters
• Fed Chairman Powell's first meeting could bring on more market volatility
  CNBC
• Congress leaders seek to finalize $1.3 trillion spending bill
  Reuters
• Soaring U.S. Libor Rate Trickles Into Funding Markets Worldwide
  Bloomberg
• US 2-year Treasury note yield hits 2008 high as Fed meeting begins
  CNBC
• Libor-OIS Blowout Has Citigroup Eyeing More Negative Effects
  Bloomberg
• The Market Gauge of Tech Fear Keeps Rising
  Bloomberg
• Libor Rises for 30th Straight Day Ahead of Fed Decision
  Bloomberg
• The Right Questions to Ask at Fed Press Conferences
  BloombergView
• Surge in wealth from stocks and other financial assets may be sending a dangerous signal for the economy
  CNBC
• FTC Probing Facebook for Use of Personal Data, Source Says
  Bloomberg
• Investors crowded into tech sector, BAML March survey finds
  Reuters
• Drop in Riskiest Chinese Bank Bonds Signals Alert on Dollar Debt
  Bloomberg
• Driverless cars aren’t safe or ready for the road: Robotics expert
  CNBC
• What to look for at the Fed meeting
  FT

General

• Stocks Struggle to Shake Tech Selloff; Yields Rise: Markets Wrap
  Bloomberg
• U.S. Plans Heavy China Tariff Hit as Soon as This Week
  Bloomberg
• Fed Seen Sticking With Three 2018 Rate Hikes, May Hint at Fourth
  Bloomberg
• Tax reform 'phase 2' rollout could come as early as April 15, conservative GOP Rep. Meadows says
  CNBC
• China to Open Manufacturing, Cut Tariffs and Taxes, Premier Says
  Bloomberg
• Days Before Selloff, Tech Hit a Milestone Not Seen Since 2000
  Bloomberg
• Tech stocks are flashing a warning sign similar to before the dot-com bubble popped
  CNBC
• Xi warns Taiwan will face 'punishment of history' for separatism
  Reuters
• China’s Xi strikes nationalistic tone in parliament address
  AP
• Volatility Gauge Rises Most Since Last Month’s Market Rout
  WSJ
• Confused? You Should Be, and the Fed Too
  WSJ
• Facebook Is Pummeled by User-Data Blowback
  WSJ
• Saudi Crown Prince Will Seek to Solidify Anti-Iran Stance With Trump White House
  WSJ
• How Facebook’s Data Sharing Went From Feature to Bug
  NYT
• Xi Jinping promises more assertive Chinese foreign policy
  FT

Monday, March 19, 2018

Evening

• Stocks Face Drop in Asia as Tech Sentiment Rattled: Markets Wrap
  Bloomberg
• Stocks Slump as Facebook Hits Tech; Bonds Recover: Markets Wrap
  Bloomberg
• U.S. expected to impose up to $60 billion in China tariffs by Friday: sources
  Reuters
• It's Not Just Tech. Credit Markets Give Fuel to Equity Rout
  Bloomberg
• Uber Halts Autonomous-Car Testing After Fatal Arizona Crash
  Bloomberg
• Market Fear Gauge Shows Investors on Edge This Week
  Bloomberg
• Hot Hedge Fund Loses 21% After Bet on Volatility Goes Wrong
  Bloomberg
• John Paulson’s Merger Arbitrage Fund Plunged at the Start of the Year
  Bloomberg

General

• Stocks Slide in Broad Selloff; Brexit Spurs Pound: Markets Wrap
  Bloomberg
• Weakening FANG Stocks Stir Overnight Volatility in U.S. Futures
  Bloomberg
• Powell's Fed to show policy caution, shun political friction
  Reuters
• Congress risks another shutdown as it struggles to nail down spending bill
  Bloomberg
• EU readies Brexit transition deal, Ireland seeks border assurance
  Reuters
• Chinese Central Bank’s Departing Chief Leaves a Legacy of Reform – and Debt
  Bloomberg
• China New-Home Prices Rise in Fewest Cities in Five Months
  Bloomberg
• Hedge Funds Suffer Worst Month in Two Years
  Bloomberg
• Hedge Funds Go Long on Yen as Team Abe's Troubles Deepen
  Bloomberg
• ECB debate shifting to interest rate path from QE: sources
  Reuters
• Draghi Doing ECB's Dirty Work Could Ease Weidmann's Path to Top
  Bloomberg
• Why Global Markets Are Still Far From Normal
  WSJ
• Market Panic Measure Hits Eurozone Crisis Heights—But Alarms Aren’t Ringing
  WSJ
• A Deeper Look at the Flattening Yield Curve
  WSJ
• With Grip on Power Assured, China’s Xi Elevates Lieutenants
  WSJ
• UK and EU agree ‘decisive step’ with 21-month Brexit transition
  FT

Evening

• Asia Stocks Start Week Mixed as Traders Eye Fed: Markets Wrap
  Bloomberg
• U.S. tariffs, China trade tensions overshadow G20 finance meeting
  Reuters
• Exclusive: Regulator shopping in vogue as China's shadow banks evade Beijing's grip
  Reuters
• Noble Group Braces for First Bond Default as Pressure Mounts
  Bloomberg
• Putin wins another six years at Russia's helm in landslide victory
  Reuters
• China to Name New Central Bank Chief as It Seeks Continuity Amid Change
  NYT
• The Next Housing Crisis: A Historic Shortage of New Homes
  WSJ