Daily News Links

8598 posts

Monday, April 30, 2018

Evening

• Stock Losses Deepen as Techs, Drugmakers Falter: Markets Wrap
  Bloomberg
• The Fed is about to get more aggressive, and 'collateral damage' may ensue
  CNBC
• The U.S. Just Borrowed $488 Billion, a Record High for the First Quarter
  Bloomberg
• Tire Plunge Shows ‘No Margin for Error’ in U.S. Junk Bond Market
  Bloomberg
• Computer engineers now make up a quarter of Goldman Sachs' workforce
  CNBC
• China's HNA isn't buying Scaramucci's SkyBridge, after all: Report
  CNBC
• How Bad Is the Labor Shortage? Cities Will Pay You to Move There
  WSJ
• Merger mania whips up $120bn of tie-ups in just one day
  FT

General

• This Hedge Fund Trade Is Stirring Fresh Controversy in the CDS Market
  Bloomberg
• U.S. March Consumer Spending Picks Up; Inflation Hits Fed Goal
  Bloomberg
• U.S. annual inflation measures jump; consumer spending picks up
  Reuters
• Here's How the EU Will Punch Back Against Trump Trade Tariffs
  Bloomberg
• China's Economy Gives Little Sign of Slowdown as PMIs Hold Up
  Bloomberg
• China Factory Gauge Holds Up as Services Exceed Estimates
  Bloomberg
• China April official services PMI edges up to 54.8
  Reuters
• This Hedge Fund Trade Is Stirring Fresh Controversy in the CDS Market
  Bloomberg
• Jumping Mortgage Rates Further Tighten Debt Vise for Canadians
  Bloomberg
• China Prepares a Hard-Line Stance on Trump’s Trade Demands
  NYT/CNBC
• U.S. Allies Brace for Trade War as Tariff Negotiations Stall
  NYT
• Growing Concern: Foreign Investors Lose Some Hunger for U.S. Debt
  WSJ
• China and Dollar Test Emerging Markets’ Bull Run
  WSJ
• Interest rate rises: when will the Fed act?
  FT
• Oil at $75: the five factors driving the price
  FT
• The yield curve’s signalling power isn’t what it used to be
  FT
• Next liquidity crisis could be hiding in plain sight
  FT
• Nordic noir: the outlook darkens for Sweden’s banks
  FT

Sunday, April 29, 2018

Evening

• Southeast Asian Stocks Are Set for Worst Rout Since '16
  Bloomberg
• Treasury Yield Above 3% Dents Demand for Risk Assets
  Bloomberg
• The ‘Father of ETFs’ Warns About the Dangers of Leveraged Funds
  Bloomberg

General

• Trump threatens government shutdown in September if there's no funding for wall
  Reuters
• U.S. Secretary of State Pompeo stresses need for Gulf unity against Iran
  Reuters
• Fed’s Interest-Rate Plans Come Under Pressure
  WSJ

Saturday, April 28, 2018

General

• Rising costs, inflation on radar as U.S. earnings season unfolds
  Reuters
• Russian PM says he backs criminalizing observance of U.S. sanctions
  Reuters
• Russia, Turkey and Iran need to help clear Syria of terrorists: Lavrov
  Reuters
• South Korea says scrambles jets to intercept Chinese reconnaissance flight
  Reuters
• How Does a Tight Labor Market Drive Up Prices You Pay? Just Visit Your Local Hair Salon
  WSJ
• Playing with fire: Iran deal looms over rising oil price
  WSJ
• Argentina hikes interest rates to 30.25% as peso slides
  FT
• China’s HNA reports debts have soared to $94bn
  FT

Friday, April 27, 2018

Evening

• Wall Street flat as earnings offset inflation jitters
  Reuters
• FANG Stocks Save the Week
  Bloomberg
• Europe and the U.S. Teeter on the Brink of a Trade War
  Bloomberg
• World's Central Banks Just Can't Quit on Currency Intervention
  Bloomberg
• Despite warmth, Merkel and Trump still differ on trade and NATO
  Reuters
• Trump says 'Iran will not be doing nuclear weapons'
  Reuters

General

• Stocks Mixed Amid Earnings, Data; Dollar Advances: Markets Wrap
  Bloomberg
• U.S. Growth Cools to 2.3% as Gains in Consumer Spending Ease
  Bloomberg
• U.S. Private-Sector Wages Lodge Biggest Gain Since 2008
  Bloomberg
• U.S. Consumer Sentiment Exceeds Forecast on View of Finances
  Bloomberg
• Exclusive: U.S. considers tightening grip on China ties to Corporate America
  Reuters
• BOJ Maintains Stimulus While Removing Language on Timing of 2%
  Bloomberg
• Fearing the Fed, Credit Investors Are Buying More Junk Instead
  Bloomberg
• Europe's Big Debt Drama Enters Finale as Clock Ticks for Greece
  Bloomberg
• Korean leaders plan an end to war and 'complete denuclearization'
  CNBC
• Companies Feel the Impact of Rising Oil Prices
  WSJ
• Bank of Japan Ditches Inflation Target Date
  WSJ
• Stock Funds Suffering Big Outflows as Rattled Investors Rush to the Exits
  WSJ
• This is a tech bubble, when's the crash?
  FT

Thursday, April 26, 2018

Evening

• Wall Street gains on strong earnings, tech resurgence
  Reuters
• Amazon jumps after smashing earnings
  CNBC
• Mnuchin's Treasury Poised to Rev Up Supply as Budget Gap Widens
  Bloomberg
• White House adviser Kudlow says China trade talks 'long process'
  Reuters
• With debt at $21 trillion and growing, ratings agencies still give US highest marks
  CNBC
• Understanding Kim: Inside the U.S. effort to profile the secretive North Korean leader
  Reuters
• Mexican Election Could End the Welcome for U.S. Oil Giants
  NYT
• Resurgent dollar hits EM carry trade favourites
  FT
• Chinese and US bond yields converge
  FT

General

• Stocks Advance as Results Roll In; Treasuries Jump: Markets Wrap
  Bloomberg
• Oil Rises as Speculation on Iran Deal Counters Stockpile Gain
  Bloomberg
• U.S. weekly jobless claims fall to lowest level since 1969
  Reuters
• ECB Keeps Policy Unchanged as Slower Growth Favors Caution
  Bloomberg
• U.S. Homeowner Vacancy Rate Declines to Lowest Level Since 2001
  Bloomberg
• Ford Retreats From American Car Business in Penny-Pinching Push
  Bloomberg
• The Next 9 Days Will Teach Us a Lot About the U.S. Economy
  Bloomberg
• Selling a Home in May? These Cities Command a Premium
  Bloomberg
• The Era of Very Low Inflation and Interest Rates May Be Near an End
  NYT
• Fed Officials Worry the Economy Is Too Good. Workers Still Feel Left Behind.
  NYT
• Who Will Win the New Great Game?
  NYT
• Beijing Ready to Hit Back if U.S. Curbs Chinese Investments
  WSJ
• How Mario Draghi Could Explain Eurozone Economy’s Apparent Slowdown
  WSJ
• US housing: how Fannie Mae and Freddie Mac became rental powerhouses
  FT
• Strong earnings fizzle as Wall Street worries about peaks
  FT

Wednesday, April 25, 2018

Evening

• Asia Stocks to Gain; Dollar Holds at 3-Month High: Markets Wrap
  Bloomberg
• Stocks Mixed as Optimism `Hijacked' by Rates: Markets Wrap
  Bloomberg
• U.S. 10-year yield rises above 3 pct on supply worries
  Reuters
• ‘Grotesque’ Leverage and Rising Rates Are Already Causing Damage, Says SocGen
  Bloomberg
• Death of the earnings beat: Investors don't care that companies are blowing away Wall Street's estimates
  CNBC
• ECB to play down soft data, keep door open to ending bond buys
  Reuters
• U.S. probing Huawei for possible Iran sanctions violations: sources
  Reuters
• Higher Rates Hide a World of Easy Money
  WSJ
• A fast-changing market requires a disciplined US Federal Reserve
  FT

General

• Stocks Extend Drop as Optimism `Hijacked' by Rates: Markets Wrap
  Bloomberg
• Oil Steadies as Trump Unmoved by Macron Push for New Iran Deal
  Bloomberg
• A $3 Trillion Credit Market Has Corporate Bond Investors on Edge
  Bloomberg
• Two-Year U.S. Yields at 2008 Highs Are Scarier Than a 3% 10-Year
  Bloomberg
• High-Yield Bond Sales Ramp Up Amid Concerns Over Volatility
  Bloomberg
• As Most Crowded Trades Turn Sour, Fund Managers Brace for Pain
  Bloomberg
• ‘High Water Mark’ Confusion Grabs Hold of Markets: Taking Stock
  Bloomberg
• Why High-Flying U.S. Home Prices Are About to Get Another Jolt
  Bloomberg
• Companies are complaining they can't find enough truck drivers to ship their stuff because of Amazon
  CNBC
• China warns of more action after military drills near Taiwan
  Bloomberg
• Turkey Surprises With Bigger Rate Hike to Bolster Lira
  Bloomberg
• As ECB Contemplates Rate Move, Storm Clouds Gather Over Eurozone
  WSJ
• US stocks hit by profit fears and rising bond yields
  FT
• We must heed warnings from the 1970s bear market
  FT
• N Korea summits fuel Beijing fears of losing sway over Pyongyang
  FT

Tuesday, April 24, 2018

Evening

• Stock Rout Worsens as Caterpillar Spooks Bulls: Markets Wrap
  Bloomberg
• Crude Slumps as Macron Proposes Iran Deal in Washington Visit
  Bloomberg
• Higher interest rates and rising costs are a bad brew for stocks
  CNBC
• Global Markets Are Facing Major Milestones at Every Turn
  Bloomberg
• The $7 Trillion Debt Pile Looming Large Over Chinese Households
  Bloomberg
• Trade war with US could be the tipping point for China’s $14 trillion debt-ridden economy
  CNBC
• Chinese banks under pressure from Beijing to boost capital
  FT
• Bubble trouble and the dangers of more ‘Big Shorts’
  FT
• Near-Junk Illinois to Sell More Bonds—Will Investors Buy In?
  WSJ
• Donald Trump Warns of ‘Big Problems’ if Iran Reboots Nuclear Effort
  WSJ

General

• Stocks Slide as Caterpillar Spooks, Google Tumbles: Markets Wrap
  Bloomberg
• Treasury 10-Year Yield Tops 3% for First Time Since January 2014
  Bloomberg
• Oil Rises Amid Middle East Tensions, Shrinking Crude Stockpiles
  Bloomberg
• Home prices surge in February – even as mortgage rates rise
  CNBC
• Asia's Top Stock Market Is Having Its Worst Month in Two Years
  Bloomberg
• How 3% Yields Could Reshape the Investing Landscape
  Bloomberg
• Tax bill will slash by half the number of homeowners using the mortgage deduction
  CNBC
• US brands suffer collateral damage in Chinese corporate war
  AP
• Worrying signs China is moving backward on reforms, warns U.S. official
  Reuters
• Home Prices Continued to Rise in February
  WSJ
• The 30 minutes that have an outsized role in US stock trading
  FT
• Greenwich: the rich town on the frontline of US hedge fund fight
  FT
• Turkey’s corporate debt burden sparks jitters on economy
  FT
• Companies must start preparing for transition from Libor now
  FT