Daily News Links

8387 posts

Sunday, February 25, 2018

General

• Buffett says 'terrible mistake' for long-term investors to be in bonds
  Reuters
• Anbang takeover puts China's companies on notice
  Reuters
• China sets stage for Xi to stay in office indefinitely
  Reuters
• Investors’ Zeal to Buy Stocks With Debt Leaves Markets Vulnerable
  WSJ
• Want to Buy a Luxury Hotel in the U.S.? Try China’s Insurance Regulator
  WSJ
• Trump’s protection plan to keep ‘competitor’ China at bay
  FT
• US lawmakers push for crackdown on foreign companies
  FT
• All eyes on Jay Powell for Fed policy signals
  FT

Saturday, February 24, 2018

General

• Markets fret over Federal Reserve's approach under new chair Powell
  Reuters
• Latvia calls emergency meeting after third-largest bank fails
  Reuters
• China's January home prices rise even as top cities register decline
  Reuters
• Fed's Williams Says He Sees Case for a Rate Hike in the ‘Near Future’
  Bloomberg
• Three charts that show gold is going to $1,400
  CNBC
• Prime-Age Men May Never Return to U.S. Workforce, Fed Paper Says
  Bloomberg
• U.S. imposes more North Korea sanctions, Trump warns of 'phase two'
  Reuters
• Fed’s Crisis-Era, Bond-Buying Plan Was Largely Ineffective, Economists Say
  WSJ
• Anbang and the Financialization of China’s Economy
  WSJ
• Latvia: a banking scandal on the Baltic
  FT

Friday, February 23, 2018

General

• U.S. Stocks Rise With Treasuries, Dollar Mixed: Markets Wrap
  Bloomberg
• Mnuchin Urges Markets to Shrug Off Worries Over Tax Cuts, Debt
  Bloomberg
• Inflation-Vexed Bond Traders Are Unconvinced by Hawkish Fed Talk
  Bloomberg
• VIX Funds Face Fresh Scrutiny From U.S. Regulators
  Bloomberg
• Xi’s Debt Crackdown Goes Into Hyperdrive With Anbang Takeover
  Bloomberg
• China Regulator Seizes Anbang, Chairman Faces Fraud Prosecution
  Bloomberg
• What We Know So Far About China's Anbang Takeover: Q&A
  Bloomberg
• Exclusive: Xi confidant emerges as front runner to head China’s central bank - sources
  Reuters
• Turkish forces shell convoy headed to Syria's Afrin region
  Reuters
• Anbang and the Financialization of China’s Economy
  WSJ
• How Gargantuan Can Private Equity Get?
  WSJ
• Chinese regulators take control of Anbang Insurance
  FT
• Jens Weidmann on Draghi and the ECB
  FT
• Why insurers are being blamed for equity market instability
  FT

Thursday, February 22, 2018

Evening

• Asian Stocks Rise as Traders Weather Higher Yields: Markets Wrap
  Bloomberg
• U.S. Stocks End Mixed as Bonds Gain, Dollar Slumps: Markets Wrap
  Bloomberg
• Treasury Seven-Year Sale Caps $258 Billion Week of Higher Yields
  Bloomberg
• Chinese Shares Are on Shaky Ground
  Bloomberg
• Draghi Gets ECB Back on Message
  Bloomberg
• Kurdish YPG militia urges Syrian army to help it stop Turkey
  Reuters
• Iran says may withdraw from nuclear deal if banks continue to stay away
  Reuters
• US equity fund outflows continue despite rebound
  FT

General

• U.S. Stocks Rebound, Dollar Stumbles With Yields: Markets Wrap
  Bloomberg
• ECB Keeps Guidance Change on the Radar for First Half of 2018
  Bloomberg
• U.S. Treasury official slams China's 'non-market behavior'
  Reuters
• Art Cashin: Once the 10-year yield hits 3% 'all hell' could break loose
  CNBC
• The stock market faces a massive headwind in 2018: a lack of new money
  MarketWatch
• China's VIX Goes Dark as Government Clamps Down on Options
  Bloomberg
• Indian Bonds Slide Most in 3 Weeks as Minutes Show Hawkish Tilt
  Bloomberg
• Global smartphone sales fell for the first time in more than a decade
  CNBC
• Fed Officials Say Economy Is Ready for Higher Rates
  NYT
• Why America Is Going Broke
  WSJ
• ECB minutes highlight policymakers’ fears over currency wars
  FT
• Rising tide of debt to hit rich countries’ budgets, warns OECD
  FT
• How the alleged Punjab National Bank fraud unfolded
  FT
• Chinese companies halt trading to unwind risky stock loans
  FT
• Complacency about the Fed is a habit investors must kick
  FT

Wednesday, February 21, 2018

Evening

• Asia Stocks Slip With U.S. Futures, Dollar Gains: Markets Wrap
  Bloomberg
• Stocks Turn Lower, Dollar Rises After Fed Minutes: Markets Wrap
  Bloomberg
• 10-year Treasury yield jumps to 4-year high after Fed minutes
  CNBC
• Fed Minutes Show Confidence Improving on Growth, Price Outlook
  Bloomberg
• Fed minutes: All signs pointing to more rate hikes ahead
  CNBC
• Bond Market Guide to Trading When 10-Year Treasury Yields Hit 3%
  Bloomberg
• Treasury Won't Ditch Post-Crisis Plan for Big-Bank Failures
  Bloomberg
• Homeownership is increasingly for the wealthy, according to the latest sales data
  CNBC
• As Treasury Pain Drags On, China Bond Traders Lick Their Wounds
  Bloomberg
• Carney Says More BOE Rate Hikes Ahead, Stays Vague on Timing
  Bloomberg
• Russia's Central Bank Gold Hoard Is Now Bigger Than China's
  Bloomberg
• Einhorn Says Greenlight Underperformance Is Worst Since 2000
  Bloomberg
• Fed Officials Marked Up Growth, Inflation Outlook in January
  WSJ

General

• Dollar Gains, Tech Lifts U.S. Stocks; Bonds Mixed: Markets Wrap
  Bloomberg
• Fed's Harker sees two U.S. rate hikes this year
  Reuters
• Weekly mortgage applications tank even more, as rising rates make homes less affordable
  CNBC
• Euro Area Hits Speed Bump on Road to Faster Economic Growth
  Bloomberg
• Fed could 'rock the boat' with what it says about the stock market's worst fears: higher inflation and interest rates
  CNBC
• Inflation's Come and Commodities Will Benefit, JPMorgan Says
  Bloomberg
• How Any HNA Default Could Affect Markets: Analysts Debate
  Bloomberg
• Draghi Musters ECB Gathering in Shadows of a Latvian Scandal
  Bloomberg
• What to Watch in the Fed Minutes
  WSJ
• The Risk Pension Funds Can’t Escape
  WSJ
• US proposes overhaul of ‘too big to fail’ regime
  FT
• Alibaba’s social credit rating is a risky game
  FT

Tuesday, February 20, 2018

Evening

• Asia Stocks to Drop; Dollar Gains as Yields Rise: Markets Wrap
  Bloomberg
• U.S. Stocks Mixed, Treasuries Slip Amid Auctions: Markets Wrap
  Bloomberg
• U.S. Pays Up to Auction $179 Billion of Debt in a Span of Hours
  Bloomberg
• U.S. short-term borrowing costs rise to highest since 2008
  Reuters
• The U.S. 10-Year Looks Poised to Cross a Red Line This Week
  Bloomberg
• How Japan's Central Bank Policy Is Driving Speculation About Stimulus
  Bloomberg
• Public Pensions Are Still Betting More Than Half of All Assets on Stocks
  WSJ
• US companies might be liquidating their offshore bond hoards
  FT

General

• U.S. Stocks Decline With Treasuries, Dollar Gains: Markets Wrap
  Bloomberg
• Treasury $258 Billion Bond Auction Is Hogging All the Attention
  Bloomberg
• Fed Minutes May Give Clues to 2018 Interest Rate Word Puzzle
  Bloomberg
• A Diversified Portfolio May Not Help Investors Much This Year
  Bloomberg
• Morgan Stanley Says Stock Slide Was Appetizer for Real Deal
  Bloomberg
• BOJ Likely to Stay on `Virtual Normalization' Path, Kiuchi Says
  Bloomberg
• Restive bond markets may complicate ECB's exit plans
  Reuters
• Is the End Near for Japan’s Huge Monetary Stimulus Experiment?: QuickTake
  Bloomberg
• Latvian Central Banker Fires Back in Deepening Corruption Scandal
  Bloomberg
• Bears Circle India Stocks as $2 Billion Fraud Damps Mood: Chart
  Bloomberg
• Reinsurers Hit by Catastrophe Losses, Rising Competition
  WSJ

Evening

• Asia Stocks Track U.S. Futures Down; Dollar Steady: Markets Wrap
  Bloomberg
• EU chooses Spain's de Guindos for ECB vice-chair, paving way for German head
  Reuters
• Tudor Veteran Says Just a Little More Inflation Could Rock Bonds
  Bloomberg
• Bonds are entering a rising rates cycle for the first time since the 1940s, which could be 'worrisome'
  CNBC
• Turkey warns Syrian army against helping Kurdish YPG in Afrin
  Reuters

Monday, February 19, 2018

General

• European Stocks Falter After Asia Rally; Oil Rises: Markets Wrap
  Bloomberg
• Goldman Sees U.S. Interest Cost Surge on Rising Yields, Deficit
  Bloomberg
• Goldman Sachs sees red ink everywhere, warns US spending could push up rates and debt levels
  CNBC
• Syrian Forces to Back Kurds Against Turkey
  Bloomberg
• Russia Warns U.S. Not to ‘Play With Fire’ in Syrian Conflict
  Bloomberg
• Trump’s fiscal gamble and the US twin deficits
  FT
• How Vladimir Putin mastered the cyber disinformation war
  FT

Evening

• Japanese Stocks Gain on Yen Weakness; Oil Advances: Markets Wrap
  Bloomberg
• Jittery U.S. bond market braces for supply wave
  Reuters
• Japanese Exports Grow 12% as Trade Recovery Moves Into 2018
  Bloomberg
• Noble Group Warns That Loss for 2017 May Approach $5 Billion
  Bloomberg