Daily News Links

8811 posts

Wednesday, September 19, 2018

Evening

• Banks lift S&P, Dow; Nasdaq weighed by Microsoft
  Reuters
• Trump intends to nominate ex-Fed economist Liang for Fed board seat: White House
  Reuters
• Argentina's GDP shrinks 4.2 pct in 2nd quarter
  Reuters
• The 'Great Bull' market is 'dead,' and here's what's next, Bank of America predicts
  CNBC
• Conservatives left frustrated as Congress passes big spending bills
  The Hill
• Canada's Trudeau urges some U.S. flexibility in NAFTA talks
  Reuters
• Merkel coalition slides into 'permanent crisis mode' with spy row
  Reuters
• Turkey’s shopping centres at sharp end of currency crisi
  FT
• How the biggest private equity firms became the new banks
  FT

General

• Rise in Treasury yields weighs on Wall St.
  Reuters
• World stocks bat aside trade war fears, rally for second day
  Reuters
• Dollar near seven-week lows as investors look for fresh drivers
  Reuters
• U.S. housing starts rise on jump in multi-family construction
  Reuters
• The Federal Reserve has some big decisions to make starting next week
  CNBC
• China says won't weaken currency to boost exports, as U.S. tariffs mount
  Reuters
• Danske Bank boss quits over $234 billion money laundering scandal
  Reuters
• Weekly mortgage applications rise 1.6% as interest rates hit a 7-year high
  CNBC
• Cash-Strapped Americans Are Leveraging Their Homes to Pay the Bills
  BloombergQ
• Asian firms' confidence sinks to near three-year low on trade war fears: Thomson Reuters/INSEAD poll
  Reuters
• Maintaining China's steady growth increasingly difficult: Premier Li
  Reuters
• China will 'emerge stronger' from tariff war, Beijing newspaper says
  CNBC
• A Chinese Company Reshaping the World Leaves a Troubled Trail
  BloombergQ
• Recep Tayyip Erdogan’s financial and strategic dilemmas
  FT
• The great debate over passive investing and its economic impact
  FT

Tuesday, September 18, 2018

Evening

• Wall Street rises as blow from new tariffs less than feared
  Reuters
• 10-year Treasury note yield extends climb above 3%
  MarketWatch
• As trade war escalates, China's US Treasury holdings back in focus: McGeever
  Reuters
• China's US Treasury holdings just fell to six-month low amid escalating trade war
  Reuters
• ‘Unprecedented’ Government Spending Spree Picks Up Speed
  Nextgov
• 'Another trillion in debt, here we come': Cohn sees Trump working with Democrats on infrastructure
  CNBC
• Consumers Will Increasingly Feel Pain From Trump’s Trade War. Here’s Why.
  NYT
• ECB Succession Race Tests German Faith in Bundesbank Model
  WSJ
• Benefit Gains Exceed Wage Growth, New Labor Data Show
  WSJ
• Giant Debt Offer Shows Appetite for Low-Rated Companies
  WSJ
• China prepares to dig in its heels in face of US tariff pressure
  FT
• White House hawks ratchet up trade hostilities with China
  FT
• China Cuts U.S. Treasury Holdings as Trade War Starts Heating Up
  BloombergSub

General

• Stocks Shrug Off New Tariffs; Treasuries Yield 3%: Markets Wrap
  BloombergQ
• China says new tariffs on US goods worth $60 billion effective Sept. 24
  CNBC
• China says Trump forces its hand, will retaliate against new U.S. tariffs
  Reuters
• Trump’s Tariffs Will Make Food and Clothes Pricier for Americans
  BloombergQ
• Commerce Secretary Wilbur Ross: China is 'out of bullets' to retaliate against Trump's new tariffs
  CNBC
• The Risk of Derivatives Isn’t Gone. It’s Merely Morphed.
  Bloomberg, Das
• There's still a lot of central bank 'mismanagement,' says Allianz CEO
  CNBC
• 'Who broke the law?' Cohn says in defending Wall Street's role in crisis
  Reuters
• Israel indirectly to blame for downing of plane over Syria, Russia says
  Reuters
• Chinese Officials Scramble to Respond to Trump’s New Tariffs
  WSJ
• Buyback ‘Blackout’ to Test U.S. Stock Market
  WSJ
• Florence Is a Tragedy for Homeowners, Not Insurers
  WSJ
• Explained: Donald Trump’s $200bn of new tariffs on China
  FT
• The US, China and the logic of trade confrontation
  FT
• Preventive measures will not stop the next financial crisis
  FT, Weber

Monday, September 17, 2018

Evening

• Stock futures drop following new US tariffs on China
  CNBC
• Donald Trump hits China with US$200 billion more in tariffs, once again escalating trade war
  SCMP
• Trump will slap 10% tariffs on $200 billion in Chinese goods — and they will go to 25% at year end
  CNBC
• Trade war could become currency war depending on how China fights back
  CNBC
• Stocks Pressured on Fresh Trade Fears; Dollar Dips: Markets Wrap
  BloombergQ
• China to Cancel Talks If Trump Moves Ahead With Tariffs, Sources Say
  BloombergQ
• Trump adviser eyes entitlement cuts to plug U.S. budget gaps
  Reuters
• Kudlow says White House aware of the rising deficit, but economic 'growth solves a lot of problems'
  CNBC
• Former Trump economic advisor Gary Cohn: Jamie Dimon would make a 'phenomenal president'
  CNBC
• Most U.S. states lack reserves to weather next recession: S&P
  Reuters
• Chancellor: The legacy of ultralow interest rates
  Reuters
• Trump Announces New Tariffs on Chinese Imports
  WSJ

General

• Stocks Fall as Trade Fears Return; Dollar Slips: Markets Wrap
  BloombergQ
• Turkish Lira Slides as Isbank Fallout Dilutes Rate-Hike Support
  BloombergQ
• U.S. 10-year yield hits highest in four months
  Reuters
• China’s Stocks Drop to Lowest Level in Nearly Four Years
  BloombergQ
• China-U.S. Tariff Talks at Risk After Trump's Latest Threats, WSJ Reports
  BloombergQ
• China won't just play defense in trade war, Global Times says
  Reuters
• Monetary policy is directly responsible for economic and financial stability
  CNBC
• A Roadmap for the Great U.S.-China Divorce
  BloombergQ
• The next crisis could be triggered by the US-China trade war, interest rates: Sovereign wealth chief
  CNBC
• Turkey Planning Help for Banks on Anticipation of Bad Loans
  BloombergQ
• World’s Richest Economies Enjoy Biggest Pay Raise in a Decade
  BloombergQ
• Central Banks Strike Back
  BloombergQ, El-Erian
• As Trump’s Trade War Mounts, China’s Wall Street Allies Lose Clout
  NYT
• Big Storms Leave Small Marks on the U.S. Economy
  WSJ
• China prepares for new phase of Trump-led trade war
  FT
• How US banks took over the financial world
  FT
• One of China's Wildest Housing Markets Is Broken
  BloombergSub

Sunday, September 16, 2018

Evening

• Asia Stocks Face Drop as Trade Concerns Resurface: Markets Wrap
  BloombergQ
• China may reject new trade talks if more tariffs imposed: WSJ
  Reuters
• 'Illusion' to think states can completely prevent financial crises: Weidmann
  Reuters
• US-China trade war could cause a bear market, stress test shows
  CNBC
• U.S. and China Ramp Up Trade Threats
  WSJ
• Trump Promised a Rush of Repatriated Cash, But Company Responses Are Modest
  WSJ
• Can macro policy easing still rescue China?
  FT

General

• Trump 'likely' to announce new China tariffs as early as Monday: source
  Reuters
• Japan’s Abe Says He Told Trump It’s Dangerous to Play With FX
  BloombergQ
• London mayor calls for second referendum on Brexit
  Reuters
• Trump to Announce New Tariffs on $200 Billion in Chinese Imports
  WSJ
• Financial sector remains an impenetrable black box
  FT

Saturday, September 15, 2018

General

• G20 trade ministers say WTO reform 'urgent' as new Trump tariffs loom
  Reuters
• 10 Things People Still Get Wrong About the Financial Crisis
  BloombergQ
• Even in Better Times, Some Americans Seem Farther Behind. Here’s Why.
  NYT
• Market reckoning is coming after a decade of QE
  FT
• Asia resilient in face of EM crisis but dangers lie ahead
  FT

Friday, September 14, 2018

Evening

• Stocks Decline as Trump Said to Proceed on Tariffs: Markets Wrap
  BloombergQ
• US 10-year Treasury yield tops 3% for first time since early August
  CNBC
• Trump readies tariffs on $200 billion more Chinese goods despite talks: source
  Reuters
• Nobel Prize winner Shiller sees 'bad times in the stock market' ahead
  CNBC
• The next crisis is still lurking in the financial system: 'We never addressed the root cause'
  CNBC

General

• Trade hopes, tech, and Turkey bolster world stocks
  Reuters
• Russia Surprises With First Rate Hike Since 2014, Boosting Ruble
  Reuters
• Millions of Americans still trapped in debt-logged homes ten years after crisis
  Reuters
• We Never Learned From Lehman
  BloombergQ
• Hedge Funds Trim Leverage in Sign of Caution on U.S. Stocks
  BloombergQ
• China's State Media Warns Against Expecting a Lot in Trade Talks
  BloombergQ
• China says world trade system not perfect, needs reform
  Reuters
• China's Investment Slowdown Worsens as Industry, Retail Hold Up
  BloombergQ
• Erdogan Says His Patience on Central Bank Policy Has Limits
  BloombergQ
• The Tricky Part of the Fed’s Next Rate Increases
  WSJ
• No Lehman Repeat, but a Great Opportunity to Lose Money Is Coming Anyway
  WSJ
• Turkey Takes Action on Strained Economy With Big Rate Rise
  WSJ
• Car Makers Have a Lot to Lose From China’s Slowdown
  WSJ
• Erdogan leaves cloud of uncertainty over central bank autonomy
  FT

Thursday, September 13, 2018

General

• Wall Street rises as Apple leads tech rebound, trade worries soften
  Reuters
• Turkish central bank hikes rates in a bid to save tumbling currency
  CNBC
• U.S. consumer prices rise slowly; jobless claims near 49-year low
  Reuters
• Fed fears it may have been too successful at whipping US unemployment
  Reuters
• ECB stays on course to curb stimulus even as growth risks rise
  Reuters
• Draghi Ups Warning on High Debt Amid Italian Fiscal Tensions
  BloombergQ
• World is sleepwalking toward another financial crisis, former UK PM Brown warns
  Reuters
• U.S. firms in China feeling 'clear and far reaching' trade war pinch: survey
  Reuters
• Italy's Budget Battles Fan Speculation Over Tria's Fate
  BloombergQ
• China may use its property markets to defend against Trump's trade war offensive
  CNBC
• David Tepper says the bull market is in the late innings and he's sold some stock holdings
  CNBC
• Fewer Households in Hurricane Florence’s Path Have Flood Insurance Than in 2013
  WSJ
• Washington’s Sanctions Push Sinks Russian Bonds
  WSJ
• Why Americans still feel financially unwell 10 years after crash
  FT
• Is the ECB still ready to say goodbye to QE?
  FT
• Turkey’s central bank faces test of independence
  FT