Daily News Links

8811 posts

Wednesday, August 29, 2018

Evening

• Technology Shares Surge as U.S. Stocks Pad Records: Markets Wrap
  BloombergQ
• Fed staff research anchors subtle shift that could lead rates higher
  Reuters
• Short Bets on World’s Biggest Tech Stocks Surge to $37 Billion
  BloombergQ
• Pending home sales fall for seventh straight month in July
  CNBC
• Moody's downgrades Ford's credit rating to one notch above junk bond status
  CNBC
• Argentina burns reserves to support peso, asks for early IMF funds
  Reuters
• Argentina Asks IMF to Quicken Payments From $50 Billion Line
  BloombergQ
• Argentine Bond Risk Soars With Investors Losing Faith in Macri Era
  BloombergSub
• Trump says China actions ‘not helpful’ in denuclearising N Korea
  FT

General

• Global stocks slip as uncertainty over NAFTA nags
  Reuters
• Turkish bank bonds fall after Moody's warning, FinMin comments
  Reuters
• Italian bond yields fall on report govt may ask ECB for support
  Reuters
• Canada, U.S. set for second day of NAFTA talks amid growing optimism
  Reuters
• U.S. second-quarter GDP growth revised up to 4.2 percent
  Reuters
• Weekly mortgage applications decline, even as rates slip
  CNBC
• China's state planner head says economy faces increased risks in second half
  Reuters
• Biggest Leveraged Loan of 2018 Hits Market for Reuters Buyout
  BloombergQ
• Italy Bond Traders Aren’t Sitting and Waiting for the Next Storm
  BloombergQ
• How Chinese Technology Grew to Rival Silicon Valley
  BloombergQ
• 'I hate them': Locals reportedly frustrated with Alphabet's self-driving cars
  CNBC
• Fire-Plagued California Facing More Climate-Change Risks
  BloombergQ
• U.S. GDP Growth Revised Up in Second Quarter
  WSJ
• Italian banks’ bond purchases slow after hitting a record
  FT
• Melt-Up on the Mind as Relentless U.S. Stocks Approach Euphoria
  BloombergSub
• Who Will Be the Next ECB President?
  BloombergSub

Tuesday, August 28, 2018

Evening

• Wall Street ekes out gains as Canada takes trade spotlight
  Reuters
• Consumer confidence pops in August to highest level since October 2000
  CNBC
• Your Dovish Take on Powell Is Wrong, Goldman Tells Bond Traders
  BloombergQ
• Trump Warns Tech Giants to ‘Be Careful,’ Claiming They Rig Searches
  BloombergQ
• Americans Are Using Their Homes as ATMs, Again
  BloombergQ
• North Korea tells U.S. denuclearization talks may fall apart: CNN
  Reuters
• Argentina finds it harder to stick to IMF bailout plan
  FT

General

• Stocks Climb After U.S. Mexico Deal; Dollar Drops: Markets Wrap
  BloombergQ
• Turkish lira weakens against dollar, minister warns on sanctions
  Reuters
• Oil touches seven-week highs after signs of tighter supply
  Reuters
• China raises yuan mid-point most in 15 months, spurs dollar buying
  Reuters
• Home price gains slow down in June: S&P Case-Shiller
  CNBC
• The US-Mexico trade deal may be bad news for China
  CNBC
• Mnuchin Isn’t Worried About the Yield Curve
  BloombergQ
• Trump called off Pompeo's North Korea visit after belligerent letter: report
  Reuters
• Russia to Stage Biggest Military Exercises Since Cold War
  BloombergQ
• Japan says North Korea still poses a dire threat to its security
  Reuters
• The Trump Tax Cuts Were Supposed to Depress Housing Prices. They Haven’t.
  NYT
• China Suddenly Has Trouble Building Things
  WSJ
• Global Car Sales Hit Speed Bump as Demand Slows and Trade Tensions Loom
  WSJ
• Central banks’ balance sheets start to shrink
  FT
• Lula is by far the preferred candidate of most Brazilians
  FT
• Early Indicators Show China's Economy Weakening Again in August
  BloombergSub
• Didi Backlash Sounds a Warning for China's Unicorns
  BloombergSub

Monday, August 27, 2018

Evening

• Wall Street rises on U.S.-Mexico trade deal
  Reuters
• Dollar drops to four-week low as U.S.-Mexico trade deal dims safe-haven appeal
  Reuters
• U.S., Mexico reach NAFTA deal, turning up pressure on Canada
  Reuters
• Trump administration farm bailout to provide $6 billion in initial relief
  CNBC
• Starter-Home Affordability Hits a Decade Low
  BloombergQ
• Most young Americans are living on the edge financially
  MarketWatch
• Yield Curve Suggests Rising, But Still Low, Risk Of Recession, San Francisco Fed Says
  WSJ

General

• World stocks at highest in over two weeks, China's yuan rallies
  Reuters
• Turkish lira slides nearly 5 percent as U.S. stand-off back in focus
  Reuters
• Dollar softens as Powell disappoints bulls, Mexican peso up on NAFTA hopes
  Reuters
• China sets yuan fix stronger than expected, revives 'X' factor
  Reuters
• US-China trade war is poised to intensify: 'Both sides think they have the upper hand'
  CNBC
• A battered Trump may escalate the US-China trade war ahead of midterms
  CNBC
• China says investment may weaken further, to make 'good use' of fiscal policy
  Reuters
• Turkey's Erdogan to Meet Russia, Iran Leaders as U.S. Ties Sour
  BloombergQ
• Reporter’s Notebook: Ten Years After the Crisis, Jackson Hole Symposium Is a Quieter Affair
  WSJ
• Jay Powell and the Fed face ‘dollar doom loop’ dilemma
  FT

Sunday, August 26, 2018

Evening

• Asian Stocks Set for Gains; Yuan Holds Rise on PBOC: Market Wrap
  BloombergQ
• Turkish Lira Whipsaws as Traders Return From Holiday Break
  BloombergQ
• Mexico, U.S. likely 'hours' away from agreement on NAFTA: minister
  Reuters
• The coming yearlong U.S. trade war with China
  Axios
• Are Emerging Markets Ready for a Crisis?
  BloombergQ, Das
• Trump Paints Xi Into a Corner
  BloombergQ
• At Fed’s Jackson Hole Retreat, Central Bankers Eye New Economic Risks
  WSJ
• Fed officials see consumer costs as tariffs bite
  FT
• US student debt balloons past $1.5tn
  FT
• The Chinese model is failing Africa
  FT

General

• Powell sets Fed's course with data-based judgment
  Reuters
• Fed Keeps Its Cool at Jackson Hole Despite Pressure From Trump
  BloombergQ
• North Korea newspaper blasts 'double-dealing' U.S. after Pompeo's trip canceled
  Reuters
• The Big Hedge-Fund Strategy That Isn’t Working
  WSJ
• Battle stations: Asia’s arms race hots up
  FT

Saturday, August 25, 2018

General

• Much detail, little progress in U.S.-China talks, sources say
  Reuters
• Powell Doctrine Emerges As Fed Chief Debuts At Jackson Hole
  BloombergQ
• Erdogan says commitment of all Turks needed to combat attacks on economy
  Reuters
• Trump cancels Pompeo's trip to North Korea over stalled nuclear diplomacy
  Reuters
• Jay Powell’s path for the Fed is fraught with complications
  FT
• Growth of online retail is changing inflation
  FT

Friday, August 24, 2018

General

• Stocks Advance as Trade Talks End; Dollar Slips: Markets Wrap
  BloombergQ
• Powell sees 'further, gradual' rate hikes ahead as economy continues to hum
  CNBC
• Australian Treasurer Scott Morrison to become next prime minister, ousting Malcolm Turnbull
  CNBC
• No Major Progress in U.S.-China Trade Talks as Tariffs Bite
  BloombergQ
• Exclusive: China to keep hitting back at U.S. over trade, to boost government spending - finance minister
  Reuters
• Fed's Bullard wants to pause rate hikes, Mester does not
  Reuters
• Fed policymakers see rate hikes, blurring dove-hawk divide
  Reuters
• Australian Treasurer Scott Morrison to become new prime minister
  Reuters
• Treasury, IRS move to block blue state workarounds on tax caps
  CNBC
• The Complex Calculations Behind Angela Merkel's ECB Strategy
  BloombergQ
• China seeks domination, U.S. says, after El Salvador dumps Taiwan
  Reuters
• Chill Remains Between China and United States in Latest Trade Talks
  NYT
• Lenders Shunned Risky Personal Loans. Now They’re Competing for Them
  WSJ
• Leveraged loan boom is storing up nasty problems
  FT
• China injects $22bn into banking system
  FT
• Erdogan’s conspiracy claims strike chord in Turkey
  FT
• Emerging markets spur deflationary headwinds
  FT
• U.S.-China Talks Draw a Blank, Bringing Fresh Tariffs Into View
  BloombergSub
• China’s Deposit-Hungry Banks Start to Get Fancy
  BloombergSub

Thursday, August 23, 2018

Evening

• Asia mixed in early trade as US-China tariff talks end with no breakthrough
  CNBC
• Wall St. falters as trade worries weigh
  Reuters
• U.S. 5-year TIPS sold at highest yield since 2009
  Reuters
• U.S.-China trade talks end with no breakthrough as tariffs kick in
  Reuters
• U.S. Senate passes massive spending bill for defense and domestic programs
  Reuters
• The housing recovery isn't over, it just feels like it is
  CNBC
• Why Trump Is Pressuring the Fed on Rates
  BloombergQ
• A 1998 Paper May Yield Clues to Powell’s Themes for Jackson Hole
  BloombergQ
• Active Managers Fall Further Behind the Indexes They Aim to Beat
  BloombergQ
• Climate Change Has Already Hit Home Prices, Led by Jersey Shore
  BloombergQ
• Chicago’s New Idea to Fix Its Pension Deficit? Take On More Debt
  WSJ

General

• Dollar Jumps Ahead of Jackson Hole; Stocks Mixed: Markets Wrap
  BloombergQ
• Turkey says U.S. waging 'economic war', lira weakens
  Reuters
• New home sales fall to 9-month low
  Reuters
• U.S. jobless claims fall, point to labor market strength
  Reuters
• U.S., China impose further tariffs, escalating trade war
  Reuters
• China Policy Levers Jammed in Trump’s Flip-Flop World
  BloombergQ
• China's July grain imports plunge as tariffs on U.S. supplies bite
  Reuters
• Fed's George sees more rate hikes, despite Trump: interviews
  Reuters
• Fed's George says Trump isn't influencing her votes on rate hikes
  CNBC
• Trump says the stock market would crash if he were impeached: 'Everybody would be very poor'
  CNBC
• Turnbull Says He'll Only Step Down If Rivals Produce Signatures
  BloombergQ
• Weidmann Says Time for ECB to Exit ‘Very Expansionary’ Policy
  BloombergQ
• ECB hawk Weidmann sees chances dim of succeeding Draghi
  Reuters
• Iran threatens to hit U.S., Israel after Trump aide warns of 'maximum pressure'
  Reuters
• A Brief History of Bull Markets, From Postwar Boom to Housing Bust
  NYT
• U.S. Seizes on Chinese Economic Vulnerability as Trade Talks Start
  WSJ
• What to Watch for at Fed’s Jackson Hole Symposium
  WSJ
• As Central Bankers Meet, Economic Uncertainties Weigh on Sunny Outlook
  WSJ
• Short Squeeze Roils Wall Street’s Favorite Bond Trade
  WSJ
• What to expect from Federal Reserve chair’s Jackson Hole speech
  FT
• The tricky politics of being a central banker
  FT
• ECB policymakers increasingly confident in inflation reaching target
  FT
• Berlin reportedly ready to ditch ECB hopes in favour of EU top job
  FT