Daily News Links

8811 posts

Wednesday, August 22, 2018

Evening

• Caution creeps into Asian markets as U.S. tariff deadline looms
  Reuters
• U.S. Stocks Mixed; Treasuries Rise, Dollar Falls: Markets Wrap
  BloombergQ
• Fed suggests interest rate hike could come soon
  Reuters
• Fed officials worry that the trade war poses the biggest threat to 'strong' economy
  CNBC
• Exclusive: Bolton remarks proof U.S. targeting Turkey in economic war - Erdogan spokesman
  Reuters
• Lula's rising star in Brazil election poll rattles markets
  Reuters
• When and Why the World Went Wrong
  BloombergQ
• Fed Minutes Suggest No Pause in Rate Hikes
  NYT
• Fed Signals Rate Increase at Next Month’s Meeting
  WSJ
• Fed frets over ability to fight next recession
  FT

General

• Wall St. slightly lower on Trump legal woes
  Reuters
• U.S. existing home sales fall for fourth straight month
  Reuters
• Trump legal woes and trade talks cause nerves while EM enjoys respite
  Reuters
• Dollar remains on defensive, U.S.-China trade talks awaited
  Reuters
• U.S., China to resume trade talks in Washington amid low expectations
  Reuters
• Trump: We are going to put a 25% tariff on every car from the European Union
  CNBC
• Trump and China are ratcheting up tariffs. Here's what that means
  CNBC
• Fed chairman Powell assured senator he's not swayed by Trump's criticism
  CNBC
• If Trump Can Strong-Arm the Fed, U.S. Assets May Not Be So Great
  BloombergQ
• Leveraged-Loan Lovefest Will End in Heartbreak
  BloombergQ
• Volatility Trades Are Reborn as Two-Tier Market Spurs New Short
  BloombergQ
• Jackson Hole Gets Added Attention as Key Fed Rate Ticks Higher
  WSJ
• For U.S. to Stay in WTO, China May Have to Leave
  WSJ
• Turkey’s Meltdown Hits Japanese Mom-and-Pop Investors
  WSJ
• Ten years after Lehman collapse few lessons have been heeded
  FT

Tuesday, August 21, 2018

Evening

• U.S. stock futures open lower after Cohen pleads guilty
  Reuters
• S&P touches record high, equals longest-ever bull run
  Reuters
• Brazil currency falls to more than two-year low
  Reuters
• Oil hits one-week high as Iran-driven rally gathers pace
  Reuters
• Fed's Kaplan sees three or four more rate hikes, then a pause
  Reuters
• U.S. lawmakers seek more sanctions on 'menace' Russia
  Reuters
• Trump's former lawyer Michael Cohen pleads guilty, admits to making illegal payments at direction of candidate
  CNBC
• Former Trump campaign chief Paul Manafort found guilty of bank and tax fraud
  CNBC
• Europe Must Create New Monetary Fund That Leaves U.S. Out to Save Iran Deal, Germany Says
  Newsweek
• 8 Ways the Next Round of China Tariffs Could Pinch Consumers
  NYT
• Fed Minutes May Drop Clue About How Long Powell Will Hike Rates
  BloombergSub

General

• U.S. Stocks Edge Higher; Dollar Pares Drop: Markets Wrap
  BloombergQ
• Dollar heads lower a day after Trump rips Fed and calls China and EU currency manipulators
  CNBC
• Exclusive: Trump demands Fed help on economy, complains about interest rate rises
  Reuters
• Exclusive: Trump doesn't expect much from China trade talks this week
  Reuters
• China says won't resort to strong stimulus but will keep liquidity ample
  Reuters
• China's biggest risk may be its property market — not the trade war
  CNBC
• Emerging Markets May Lose Their Friendly Banker
  BloombergQ
• Fed Boss Powell Feels Trump’s Fleeting Loyalty
  BloombergQ
• Trump's attack on Fed crossed 'red line' for markets, could weaken dollar
  CNBC
• Could Trade War Lead to the Real Thing?
  BloombergQ
• Taiwan loses another ally to China
  Reuters
• ‘We Cannot Afford This’: Malaysia Pushes Back Against China’s Vision
  NYT
• U.S. Moves Toward New Tariffs on China Despite Fresh Round of Trade Talks
  WSJ
• Chinese Banks Turn to New Tool to Win Customers
  WSJ
• US and China to attempt revival of trade negotiations
  FT
• Fed chairman has chance to keep economic expectations in check
  FT
• US bull market poised to become its longest
  FT

Monday, August 20, 2018

Evening

• Wall Street ends higher on optimism over trade talks
  Reuters
• U.S. Treasury yield curve flattest in 11 years, moving one step closer to inversion
  MarketWatch
• Turkish Lira Leads Global Losses on Downgrades, Sanction Concern
  BloombergQ
• Exclusive: Trump says not thrilled with Fed's Powell for raising rates
  Reuters
• Trump Complains to Donors in the Hamptons About Powell’s Rate Hikes
  BloombergQ
• Trump takes another shot at Fed Chairman Jerome Powell for raising rates
  CNBC
• Fed's Bostic still expects one more rate increase in 2018
  Reuters
• ECB's Weidmann Says Central Banks May Need to Tackle Imbalances
  BloombergQ
• Doors Slam Shut for China Deals Around the World
  BloombergQ
• India’s Current Account Deficit Likely To Widen To 2.8% Of GDP This Fiscal, Says Nomura
  BloombergQ

General

• U.S. Stocks Track Gains Across Europe, Asia: Markets Wrap
  BloombergQ
• Trade war puts new strains on America Inc's factories in China
  Reuters
• Exclusive: China shifts to Iranian tankers to keep oil flowing amid U.S. sanctions - sources
  Reuters
• Italy's Salvini says government will stand up against market attacks
  Reuters
• Don't expect a 'grand bargain' from new US-China trade talks, expert says
  CNBC
• Qatar and Turkey central banks sign swap agreement: Qatar central bank
  Reuters
• Defiant Erdogan casts Turkey currency crisis in religious, patriotic terms
  AP
• Venezuela's 95% Devaluation Adds to Chaos After Drone Attack
  BloombergQ
• Bridge Disaster - Italy’s Moment of Truth
  BloombergQ
• ECB on course to normalise monetary policy - Bundesbank chief tells paper
  Reuters
• BOJ may be 'stealth tapering' in stock markets, analysts say
  Reuters
• Greece’s Bailout Is Ending. The Pain Is Far From Over.
  NYT
• At Heart of New Fed Debate: Bonds or Bills?
  WSJ
• Luxury Apartment Sales Plummet in New York City
  WSJ
• Venezuelan Crisis Escalates as President’s Economic Plans Fuel Tensions
  WSJ
• US banks tap the brakes on consumer credit
  FT
• Beijing residential rents jump 25% in July
  FT
• Chinese shadow banking contraction set to moderate – Moody’s
  FT
• King dollar: Hedge funds sharpen bet on rising greenback
  FT

Sunday, August 19, 2018

Evening

• Asia Stocks Mixed; Dollar, Yuan Little Changed: Markets Wrap
  BloombergQ
• David Stockman: ‘Unhinged White House’ to cause stock market crash
  CNBC
• Turkish lira crisis poses additional risk to German economy: finance ministry
  Reuters
• US companies push rising costs on to customers
  FT
• Commodity prices suffer as emerging markets tumble
  FT
• Renewed HK dollar pressure coming from weak renminbi
  FT
• Italian call for ECB to continue bond buying programme
  FT

General

• Big Questions on Global Economy Hang Over Jackson Hole Gathering
  BloombergQ
• China regulator asks financial institutions to support infrastructure investment
  Reuters
• Tough talks, no agreements at Merkel, Putin meeting near Berlin
  Reuters
• As Euro Crisis Ends, Italy Stokes Fear of a Revival
  WSJ
• Venezuela Devalues Currency and Hikes Wages, Stoking Fears About Instability
  WSJ
• Emerging market turmoil set to take centre stage again
  FT

Saturday, August 18, 2018

General

• Turkey's Erdogan says to challenge 'games' on the economy
  Reuters
• Italian banks a bigger risk than Turkey
  Euromoney
• Gold Trading Volumes Double in Turkey Amid Currency Crisis
  BloombergQ
• China complains about Pentagon report, says it is 'pure guesswork'
  Reuters
• The West Hoped for Democracy in Turkey. Erdogan Had Other Ideas.
  NYT
• Merkel and Putin: A Long History of Distrust and Reconciliation
  NYT
• Freddie Mac Joins Rental-Home Boom
  WSJ

Friday, August 17, 2018

Afternoon

• Wall Street rises on news of trade progress
  Reuters
• Turkey's lira weakens 3 percent, Trump says won't take pastor's detention 'sitting down'
  Reuters
• S&P cuts Turkey credit rating deeper into junk territory
  CNBC
• USTR doubles length of tariff hearing on $200 billion of China goods
  Reuters
• U.S., China Plot Road Map to Resolve Trade Dispute by November
  WSJ
• How Erdogan’s Push for Endless Growth Brought Turkey to the Brink
  WSJ
• Turkey: the perils of Erdogan’s power grab
  FT

General

• Big Caps Climb as Weakness in Semis Weighs on Tech: Markets Wrap
  BloombergQ
• Turkey's lira weakens more than 6 percent on threat of more U.S. sanctions
  Reuters
• Trump says the US 'will pay nothing' to Turkey for the release of detained pastor
  Reuters
• Powell to Discuss Economy and Monetary Policy at Jackson Hole
  BloombergQ
• Wage growth puzzle on next week's Jackson Hole agenda
  Reuters
• Turkish court rejects U.S. pastor Brunson's appeal for release: Haberturk
  Reuters
• Trump pushes to study an end to quarterly earnings reports as a way to help business do 'even better'
  CNBC
• China Premier says will introduce new measures to boost private investment: Xinhua
  Reuters
• Chinese Media Warns of Japan's Plaza Accord Lessons
  BloombergQ
• Canadian inflation accelerates, lifting prospects of September hike
  Reuters
• Musk Details ‘Excruciating’ Personal Toll of Tesla Turmoil
  CNBC/NYT
• Pentagon says China military 'likely training for strikes' on U.S. targets
  Reuters
• U.S. Signals It Could Sanction China Over Iran Oil Imports
  WSJ
• Cost of junk debt casts doubt on US expansion
  FT
• Global equity market shrinks as buybacks surge
  FT
• China orders bad debt managers to help failing P2P lenders
  FT
• Corporate power on the agenda at Jackson Hole
  FT
• China, Unsure of How to Handle Trump, Braces for ‘New Cold War’
  BloombergSub

Thursday, August 16, 2018

Afternoon

• Stocks Rise as Walmart Surge Lifts Grocery Chains: Markets Wrap
  BloombergQ
• El-Erian, BlackRock Flag Turkey Risk as U.S. Eyes Sanctions
  BloombergQ
• Trump Changes Tune on Dollar After Talking Down the Currency
  BloombergQ
• Housing tipping back to a buyer's market as sellers cut prices
  CNBC
• U.S. Junk Bonds Are Beating Global Sovereign Debt in Rare Shift
  BloombergQ
• Rising rates imperil world’s priciest property market
  FT

General

• Shares, emerging market currencies steady after mauling
  Reuters
• China, U.S. to hold lower-level trade talks in late August
  Reuters
• US homebuilding rebounded less than expected in July from a nine-month low
  CNBC
• Exclusive: China central bank bars some offshore lending in latest move to support yuan
  Reuters
• China Says Trump's `America First' Policies Are Hurting U.S.
  BloombergQ
• Turkey must commit to policies to promote stability amid market volatility-IMF
  Reuters
• Japan central bank may tolerate yield rises to around 0.4 percent: ex-BOJ executive
  Reuters
• How Freaked Out Are Italian Investors? Very.
  BloombergQ
• Chinese hackers targeted U.S. firms, government after trade mission: researchers
  Reuters
• U.S., China to Resume Trade Talks as Tariffs Bite
  WSJ
• Investors Abandon Risk as Economic Fears Grip Markets
  WSJ
• Turkey’s Energy Bill Soars as Its Currency Tumbles
  WSJ
• Leveraged Loans Not as Safe as They Once Were
  WSJ
• Erdogan and Trump battle it out in the lira blame game
  FT
• Turkey’s fledgling finance minister put to the test
  FT
• Mike Pence fires warning shot to Turkey as Qatar vows $15bn support
  FT
• Erdogan can’t sidestep the IMF for long
  FT