Daily News Links

8598 posts

Monday, April 9, 2018

Evening

• Asian Stocks Edge Lower After U.S. Rally Ebbs: Markets Wrap
  Bloomberg
• Bulls Lose Nerve and Another Rally Crumbles on a Volatile Monday
  Bloomberg
• FBI raids the office of Trump lawyer Michael Cohen
  CNBC
• Trump vents against Attorney General Sessions and ponders firing special counsel Mueller
  CNBC
• Washington could be epicenter of market risks Tuesday
  CNBC
• U.S. Deficit to Surpass $1 Trillion Two Years Ahead of Estimates
  Bloomberg
• The GOP tax plan means short-term gains for the economy, but federal debt is primed to explode, CBO analysis says
  CNBC
• Carry Trade's Struggles Have One Analyst Saying Do the Opposite
  Bloomberg
• Russian Corporate Bonds Get Hammered After Fresh U.S. Sanctions
  Bloomberg
• Ray Dalio Says Odds Are Rising for Trade and Other Types of Wars
  Bloomberg
• Russia says it warned U.S. of 'grave repercussions' if Syria attacked
  Reuters
• F.B.I. Raids Office of Trump’s Longtime Lawyer Michael Cohen
  NYT
• Trump Says He Will Decide Soon on Response to Syria Chemical Attack
  WSJ

General

• U.S. Stocks Rise as Xi Seen Calming Waves: Markets Wrap
  Bloomberg
• Russian Stocks Take Worst Hit Since Crimea on Sanctions, Syria
  Bloomberg
• Trump economic advisor Larry Kudlow bashes China for 'decades of misdeeds' on trade
  CNBC
• China Is Studying Yuan Devaluation as a Tool in Trade Spat
  Bloomberg
• China blames U.S for trade frictions, says negotiations currently impossible
  Reuters
• Bond Traders Are About to Grasp the Magnitude of the Treasuries Deluge
  Bloomberg
• Trump's Trade War Threatens Central Bank `Put,' Deutsche Says
  Bloomberg
• Japanese investors dump record amount of U.S. bonds in February
  Reuters
• Kuroda says BOJ eventually needs to consider how to normalize policy
  Reuters
• China should invest in assets other than Treasuries: central bank adviser
  Reuters
• Deutsche Bank Solves One Crisis With New CEO. Now Onto the Next
  Bloomberg
• Venezuela Debt Crisis Nears New Low as Riskiest Bond Matures
  Bloomberg
• Crises, confrontations envelop Trump at home and abroad
  CNN
• Syria, Russia accuse Israel over strike on Syrian air base
  Reuters
• Europe’s Boom Reawakens the Ghost of Crisis Past: Debt
  WSJ
• China Installed Military Jamming Equipment on Spratly Islands, U.S. Says
  WSJ
• Russia labels latest US sanctions “scandalous” and “illegal”
  FT

Sunday, April 8, 2018

Evening

• Asia Stocks Mixed as Trade in Focus; Dollar Steady: Markets Wrap
  Bloomberg
• Trump’s ‘Art of the Deal’ Bombast Faces Ultimate Test With China
  Bloomberg
• Trump Vows China ‘Will Take Down Its Trade Barriers’
  Bloomberg
• Trump predicts trade concessions by China, despite rising tensions
  Reuters
• Mnuchin: There could be a trade war
  The Hill
• Bad Omen for Markets From First Signs of Yield Curve Inversion
  Bloomberg
• Suspected Poison Gas Kills At Least 40 in Damascus Suburb
  Bloomberg
• Trump Officials Soften Tone on Trade Dispute With China
  WSJ
• Americans Face Highest Pump Prices in Years
  WSJ
• Trump Warns of ‘Price to Pay’ After Suspected Gas Attack in Syria
  WSJ
• What could a US-China trade war do?
  FT

General

• Xi Takes Center Stage to Defend China's Trade From Trump Barrage
  Bloomberg
• China's state media urges U.S. industry to rally against Trump tariff threat
  Reuters
• US farmers in 'precarious position' with China as trade war fears escalate
  CNBC
• China’s Foreign Reserves Rise on Yuan Gains, Capital Curbs
  Bloomberg
• Trump slams Putin for backing Syria after suspected chemical attack, vows 'big price' to pay
  CNBC
• Russia Warns Against Strike in Syria as U.S. Calls for Response
  Bloomberg
• Cracks Form in Global Growth Story, Rattling Investors
  WSJ
• Xi Jinping to outline economic reforms amid trade tension
  FT

Saturday, April 7, 2018

General

• Trump administration mulls stiffer rules for imported cars
  Reuters
• High stakes, high expectations as earnings season heats up
  Reuters
• President Trump's trade policy is 'difficult to follow,' top EU official says
  CNBC
• Fed's Evans says he's optimistic on inflation, wants rate hikes
  Reuters
• Japan activates first marines since WW2 to bolster defenses against China
  Reuters
• U.S. and China Play Chicken on Trade, and Neither Swerves
  NYT
• Soyabean wars: China tries to hit Donald Trump where it hurts
  FT

Friday, April 6, 2018

Evening

• Stocks Tumble More Than 2% on Trump Trade Jabs: Markets Wrap
  Bloomberg
• Treasury Secretary Mnuchin says there is the possibility of a trade war with China, but that's not the objective
  CNBC
• Top Trump economic advisor Larry Kudlow: I just found out about new China tariffs 'last night'
  CNBC
• Kudlow jokes he’s ‘gotta beat’ Scaramucci's White House tenure
  The Hill
• Fed Chairman Powell Unravels Inflation Riddle
  Bloomberg
• Fed Chair Powell says growth has picked up enough to justify rate hikes
  CNBC
• Powell: 'Tariffs can push up prices' but 'too early to say' what impact will be
  CNBC
• Deficit nears $600 billion in first half of 2018
  The Hill
• Powell Touts Economy’s Strength in First Speech as Fed Chief
  NYT
• The Architect of Trump’s Threatened China Trade War
  WSJ

General

• Trump Trade Jabs Sink Stocks; Jobs Miss No Help: Markets Wrap
  Bloomberg
• U.S. Payrolls Rise Below-Forecast 103,000; Wage Gains Pick Up
  Bloomberg
• Trump Escalates Trade Tensions With Call for New China Tariffs
  Bloomberg
• China vows to fight US ‘at any cost’ as trade spat worsens
  AP
• China will not hesitate with 'major response' to new tariffs: Ministry of Commerce
  CNBC
• China Seeks EU's Support in Standing Up to U.S. Trade Threat
  Bloomberg
• Trump says 'we've already lost the trade war'
  Reuters
• Market volatility is reminiscent of the 1987 crash: Veteran trader Art Cashin
  CNBC
• Exclusive: U.S. willing to talk trade with China, no session set yet - official
  Reuters
• Bogle on stock turbulence: ‘never seen a market this volatile to this extent in my career’
  MarketWatch
• Currency Market Calm Seen at Risk as Trade War Concerns Escalate
  Bloomberg
• Smaller Subprime Auto Lenders Are Starting to Fold
  Bloomberg
• 'You'll be sorry,' Russia tells Britain at U.N. nerve agent attack meeting
  Reuters
• Trump Doubles Down on Potential Trade War With China
  NYT
• How the China-U.S. Trade Conflict Unfolded, Blow by Blow
  NYT
• China Ready to Strike Back ‘Forcefully’ at New U.S. Tariffs
  WSJ
• US credit markets are flashing amber
  FT

Thursday, April 5, 2018

Evening

• Trump asks US trade representative to consider $100 billion in additional tariffs on Chinese products
  CNBC
• U.S. Stock Futures Tumble as Trump Signals More China Tariffs
  Bloomberg
• Stocks to Drop, Yen Rises on New Trump China Move: Markets Wrap
  Bloomberg
• Stocks Rise a Third Day as Trump Team Eases Stance: Markets Wrap
  Bloomberg
• Bond Bears Renewing Attack on 3% May Find Ammo in Jobs Report
  Bloomberg
• China's State Media Warns of Pain for Trump in Trade Battle
  Bloomberg
• Trade counterstrikes give US painful lessons to learn
  Global Times
• China's $1.2 trillion weapon that could be used in a trade war with the US
  CNBC
• EU, Japan Join U.S. WTO Complaint Over China Tech: Trade Update
  Bloomberg
• Share of U.S. Small Businesses Raising Pay Hits 17-Year High
  Bloomberg
• Fed’s Bostic Sees Inflation Hitting the Central Bank’s Goal in the Next Quarter or Two
  Bloomberg
• Home buying market so brutal, some home buyers make offer sight unseen
  CNBC
• Bill Ackman's hedge fund empire crumbles in less than 3 years from public wrong-way bets on Herbalife, Chipotle
  CNBC
• Why China Is Confident It Can Beat Trump in a Trade War
  NYT

General

• Stocks Rebound as Trade Fears Recede; Bonds Slide: Markets Wrap
  Bloomberg
• U.S. Trade Gap Widens for Sixth Month Ahead of Trump Tariffs
  Bloomberg
• China's Rapid Response to Tariffs Raises Treasuries Risk, for Some
  Bloomberg
• Fear of 'disastrous situation' in farm economy as China targets huge US soybean business
  CNBC
• China says it never backs down in the face of threats after trade salvos with U.S.
  Reuters
• China, holding Treasuries, keeps 'nuclear option' in U.S. trade war
  Reuters
• JP Morgan's Dimon says the market may be underestimating the chance that Fed will have to act more quickly
  CNBC
• A Wild Ride Is the New Normal for U.S. Stocks
  Bloomberg
• Libor Is Hurting Japan's Appetite for Foreign Assets
  Bloomberg
• Rate Hike in Japan Is Likely Within a Year: Former BOJ Executive
  Bloomberg
• The Big Risk of a Trade War: Inflation
  WSJ
• Tariff Showdown Shifts to Intense Negotiation Period
  WSJ
• Rising Interest Rates Squeeze Homeowners’ Budgets
  WSJ
• Mixed message from White House on China trade thaw
  FT
• The looming US-China trade war
  FT

Wednesday, April 4, 2018

Evening

• Stocks Bounce Back From Trade Tremors, Bonds Fall: Markets Wrap
  Bloomberg
• U.S. Leaves Door Open to China Talks Amid Trade-War Fears
  Bloomberg
• Fed Officials Warn That Tariff Brawl Clouds Interest-Rate Path
  Bloomberg
• U.S. options hedging muted even as stocks approach February lows
  Reuters
• Gundlach betting against stocks because of bond yields and bitcoin
  CNBC
• Hedge Funds Remain Very Bullish on Tech, Morgan Stanley Says
  Bloomberg
• The United States is Starting a Trade War with China. Now What?
  NYT
• Tariff Showdown Shifts to Intense Negotiation Period
  WSJ
• The dangerous game of Sino-American tit-for-tat
  FT

General

• Stocks Pare Losses as Trade Dispute Reassessed: Markets Wrap
  Bloomberg
• Boeing, Ford lead list of casualties in China-U.S. trade spat
  Reuters
• China’s Counterpunch to Trump’s Tariffs Sparks Global Selloff
  Bloomberg
• China Strikes at Trump's Rural Heartland With Tariff on Soybeans
  Bloomberg
• Private payrolls grow by 241K in February vs. 205K est.: ADP/Moody's Analytics
  CNBC
• China $134 Billion Maturity Wave Could Trigger More Defaults
  Bloomberg
• U.S. Tariffs Aimed at China Give Japan New Reasons to Worry
  Bloomberg
• U.S. Announces Tariffs on $50 Billion of China Imports
  WSJ
• How Trump’s Tariffs Could Really Hurt China
  WSJ
• Bet Against Volatility? You Lost. Bet On It? You Lost Too!
  WSJ
• Donald Trump threatens tariffs on Chinese industrial goods
  FT
• Rise in volatility points to greater turbulence ahead
  FT
• Higher funding costs flash amber for financials
  FT
• America’s new digital cold war with China
  FT

Tuesday, April 3, 2018

Evening

• Stocks Surge, Bonds Retreat as Risk-On Resumes: Markets Wrap
  Bloomberg
• US names Chinese products under proposed tariffs, including robotics, information tech and aerospace
  CNBC
• No Ongoing White House Talks About Amazon Action, Sources Say
  Bloomberg
• Libor Keeps Rattling U.S. Stocks Even After Debut of Its Replacement
  Bloomberg
• Borrowers Lose Leverage as Corporate Bond Buyers Grab the Reins
  Bloomberg
• New York Fed Names John Williams as Its Next President
  Bloomberg
• Fed's Brainard warns about high asset prices even after the stock correction
  CNBC
• Donald Trump's tweets can't hurt Amazon, but here's how the government could crack down
  CNBC
• It’s So Bad in Illinois Its Bonds Pay Like a Reviled Jersey Mall
  Bloomberg

General

• Stocks Rebound in Volatile Trading; Bonds Decline: Markets Wrap
  Bloomberg
• China to Respond to New U.S. Duties With ‘Same Scale, Intensity’
  Bloomberg
• China imposed tariffs on U.S. products to 'balance losses': state media
  Reuters
• Trump Pushing for Preliminary Nafta Deal by Mid-April, Sources Say
  Bloomberg
• China’s Big Banks Are Turning to Short-Term Financing
  Bloomberg
• Bond Market Has A $745 Billion Bet Against the Dollar
  Bloomberg
• Panic Buying Turns to Panic Selling as Fast Money Cashes Out
  Bloomberg
• Gold Is Heading to $1,400 If Trade War Breaks Out, According to Sprott
  Bloomberg
• Kuroda says the Bank of Japan is talking about an exit from its huge stimulus program
  Reuters
• New York Fed launches U.S. Libor contender, slow takeup seen
  Reuters
• Manhattan Home Sales Tumble Most Since 2009 as Buyers Push Back
  Bloomberg
• China's banking regulator inspects large client loans
  Reuters
• Taiwan, China spar over Taiwan premier's independence remarks
  Reuters
• Looming China Trade Action Divides Industry and Roils Markets
  NYT
• The Fuel Powering Corporate America: $2.4 Trillion in Private Fundraising
  WSJ
• Momentum turns against Wall Street’s bull run
  FT
• European Central Bank’s marathon man moves to front of the pack
  FT