Daily News Links

8811 posts

Wednesday, July 4, 2018

General

• Global stocks tread water on trade worries, yuan steadies
  Reuters
• Europe Stocks, U.S. Futures Rise in Thin Trading: Markets Wrap
  BloombergQ
• Euro falls, yuan rebounds as trade worries weigh
  Reuters
• China says will not fire first shot in trade war with U.S.
  Reuters
• These Are Some of Trump's Weapons in China Trade Spat
  BloombergQ
• Merkel Raises Specter of Finance Crisis in Trade War Warning
  BloombergQ
• Volatile Yuan Puts Focus on China's Capital-Control Buffers
  BloombergQ
• Wang Jian: China's HNA Group boss falls to his death in France
  BBC
• China services sector grows at fastest pace in 4 months in June - Caixin PMI
  Reuters
• China-Targeted Tariffs Set to Strike South Korea’s Export Engine
  BloombergQ
• China Property Flashes Fresh Warning With Bad-Loan Jump Forecast
  BloombergQ
• India's massive state banks are in trouble. That's great news for some
  CNBC
• Why Made in China 2025 Will Succeed, Despite Trump
  NYT
• Financial crisis warning sign is flashing red
  FT
• China central bank seeks to reassure after renminbi tumble
  FT
• Can US triple C-rated bonds stay ahead of the pack?
  FT

Tuesday, July 3, 2018

Afternoon

• Stocks Give Up Gains, Turn Lower on Tech Weakness: Markets Wrap
  BloombergQ
• Micron shares tumble after rival says a Chinese court banned chip sales
  CNBC
• Consumers hit with highest 4th of July gas prices in four years
  CNBC
• Forget the Yield Curve. The Debt-Market Action Is in Fed Funds
  BloombergQ
• U.S. Emphasized ‘Strong Commitment’ to WTO, IMF Says
  BloombergQ
• Dick Bove: Trump will eventually clash with the Federal Reserve, turning monetary policy into a political activity
  CNBC
• Manhattan real estate has worst second quarter since financial crisis
  CNBC
• Turk Inflation Accelerates Beyond Forecasts to 15-Year High
  BloombergQ

General

• World stocks rise from two-and-a-half month low, China soothes currency markets
  Reuters
• Oil hits $75 for first time since 2014 on supply outages in Libya and Canada
  Reuters
• Turkish inflation hits 14-year high, lira slides
  Reuters
• Trump makes veiled WTO threat after EU warning on car tariffs
  Reuters
• Exclusive: China presses Europe for anti-U.S. alliance on trade
  Reuters
• Home prices make the biggest jump in four years
  CNBC
• 10 Years After Lehman, Four Big Risks
  BloombergQ
• China's big bond experiment is about to go through a rough patch
  CNBC
• China Set for Record Defaults, and Downgrades Tip More Pain
  BloombergQ
• China issues U.S. travel warning amid trade tensions
  Reuters
• Glencore shares dive on money-laundering probe
  BBC
• Morgan Stanley, Goldman Got Help From Fed on Stress Tests
  WSJ
• IPO Market Posts Blistering First Half
  WSJ
• Tumbling Yuan Challenges China’s Central Bank
  WSJ
• Asian Junk Bonds Are Feeling the Heat
  WSJ
• Falling renminbi once again fans particularly alarming and reawakens another global market anxieties
  FT
• China says growth in exports to US slowed sharply in H1
  FT

Monday, July 2, 2018

Evening

• Stocks Gain as Investors Shrug Off Trade Concerns: Markets Wrap
  BloombergQ
• ‘A Little Premature’ to Discuss U.S. Exit From WTO, Ross Says
  BloombergQ
• Companies buying back their own shares is the only thing keeping the stock market afloat right now
  CNBC
• Merkel to fight another day after settling migration row
  Reuters

General

• Stocks Slump on Trade Risk; Euro Falls With Pound: Markets Wrap
  BloombergQ
• Wall Street lower as tariff worries weigh
  Reuters
• China shares slide on trade war, German coalition concerns
  Reuters
• EU reportedly warns of new tariffs worth $300 billion if Trump targets automakers
  CNBC
• EU warns U.S. of boomerang effect if Trump imposes car levies
  Reuters
• Mexico's Lopez Obrador Wins Presidential Vote as Rivals Concede
  BloombergQ
• Trump Trade War Arrives in the Data as China Awaits Tariffs
  BloombergQ
• Trump no longer talks a lot about the stock market. Here’s why
  The Hill
• German coalition party leaders aim to meet Monday evening: sources
  Reuters
• Trump's Tariffs: a Car Crash for Germany
  BloombergQ
• Populism Wins Again – But Mexico Swings Left
  BloombergQ
• Brazil June IHS Markit Manufacturing PMI Dips Into Contraction
  BloombergQ
• Bank Indonesia Puts Rupiah Stability Above Growth in Rate Move
  BloombergQ
• Australia Property Prices Fall for Ninth Month on Tighter Credit
  BloombergQ
• Trade Fight Threatens Farm Belt Businesses
  WSJ
• Fed Faces Decisions on Shrinking Its Huge Bond Portfolio
  WSJ
• M&A Market Headed for a Record, Powered by Tech Disruption, AT&T Ruling
  WSJ
• Slide in China’s yuan accelerates to new 2018 low
  FT
• Federal Reserve in the spotlight as summer markets feel the heat
  FT
• Bond funds butchered in emerging markets rout
  FT
• New capital rules spark trader retreat from listed derivatives
  FT
• Countries face higher debt bills due to climate risks
  FT

Sunday, July 1, 2018

Evening

• Asia shares sluggish, Mexico peso up on exit polls
  Reuters
• Oil falls as White House says Saudi king to raise output if needed
  Reuters
• Exclusive: Leftist seen as Mexico's next president after massive win - exit poll
  Reuters
• The Trump administration reportedly drafted a bill that abandons WTO rulebook
  CNBC
• Interior minister offers to resign, in blow to German coalition
  Reuters
• Trump says he wants to wait until after the midterms to sign NAFTA deal
  CNBC
• U.S. dollar share of global currency reserves fall further - IMF
  Reuters
• Trump Cites Car-Tariff Threat as Biggest Trade Leverage
  WSJ
• North Korea Expands Key Missile-Manufacturing Plant
  WSJ

General

• Worldwide retaliation for US tariffs begin on Sunday, putting a 'bull's eye' on wide range of goods
  CNBC
• Voting begins in Mexico's presidential election, leftist favored
  Reuters
• Mexico’s presidential election: Investors need to know these key factors
  MarketWatch
• Germany's Weidmann says next ECB boss must be able to tighten money taps
  Reuters
• Halfway through, 2018 delivers little to S&P 500 investors
  Reuters
• Trump ally Giuliani says end is near for Iran's rulers
  Reuters
• Merkel Faces Crunch Time in Showdown on Migrant Policy
  BloombergQ
• Weakened Merkel to face judgment of her Bavarian allies
  Reuters
• Thousands set to rally in Hong Kong over Beijing's tightening grip
  Reuters
• Huge equity funds outflow has awkward echoes of 1998 Asian crisis
  FT
• Italy’s Matteo Salvini calls for European populist alliance
  FT
• Fearless Matteo Salvini’s threat to the EU establishment
  FT

Saturday, June 30, 2018

General

• China factory growth slows in June as trade tensions rise
  Reuters
• Trump, Saudi king agree to production boost to battle rising oil prices, and offset Venezuela, Iran supply woes
  CNBC
• It’s been decades since the White House has warned the Fed the way Kudlow just did
  MarketWatch
• Italy's Populist Playbook: How to Shake Up the EU Establishment
  BloombergQ
• Investors hopeful Mexico's Lopez Obrador will veer to the center
  Reuters
• WTO Faces Existential Threat in Times of Trump
  Spiegel
• Merkel's Toughest Adversary in Europe
  Spiegel
• U.S. sanctions aim to turn Iranians against government: Khamenei
  Reuters
• Market ructions throw investor predictions off track
  FT

Friday, June 29, 2018

Afternoon

• Wall Street ends up on Nike, bank gains; posts declines for week
  Reuters
• Trump says expects another tax overhaul 'probably in October'
  Reuters
• Larry Kudlow says deficit is 'coming down rapidly,' but it sure doesn't look that way
  CNBC
• The Fed has met its inflation target. Now what?
  CNBC
• Mexican markets poised for leftist win, but wary of landslide
  Reuters
• Papering over cracks, EU leaders claim summit victory on migration
  Reuters

General

• Stocks Cap Quarter With Gains, Dollar Slumps: Markets Wrap
  BloombergQ
• World stocks enjoy relief rally though trade tensions linger
  Reuters
• Euro jumps after EU leaders reach deal on migration at summit
  Reuters
• U.S. consumer inflation rises, core PCE price index hits 2 percent
  Reuters
• U.S. Consumer Spending Cools While Inflation Tops Fed Goal
  BloombergQ
• Scoop: Trump's private threat to upend global trade
  Axios
• Mnuchin Calls Report That Trump Wants to Withdraw From WTO an ‘Exaggeration’
  BloombergQ
• Everything You Need to Know About the Trade War
  BloombergQ
• How Monetary Policy Suddenly Became Controversial
  BloombergQ
• Wall Street Left Reeling as 2018 Upends Almost Every Bet
  BloombergQ
• Beaten-Up U.S. Corporate Debt Is Enticing Few Bargain Hunters
  BloombergQ
• Traders Are Still Haunted by the VIX Five Months Later
  BloombergQ
• ECB mulls small 'Twist' to keep borrowing costs low: sources
  Reuters
• Emerging-Market Central Banks Are Losing Battle Against Traders
  BloombergQ
• Kashkari Says Fed Confused About What's Next After Neutral Rates
  BloombergQ
• Deutsche Bank's Quarter to Forget
  BloombergQ
• Mexico Election Has Global Market Implications
  BloombergQ
• Why Strongmen Aren’t Going Away
  BloombergQ
• The $2 Trillion Challenge Facing Emerging Markets
  WSJ
• Boston Fed’s Rosengren Says It’s Time to Take Away Monetary-Policy Punch Bowl
  WSJ
• Investors Double Down on FAANG in Rocky Quarter for Stocks
  WSJ
• Fed’s preferred measure of inflation hits 2% target
  FT

Thursday, June 28, 2018

Evening

• U.S. Stocks Rise, Emerging-Market Woes Intensify: Markets Wrap
  BloombergQ
• Corporate Bond Issuance Decelerates to Its Slowest Pace This Year
  BloombergQ
• Global stocks see biggest loss of investor cash since the financial crisis
  CNBC
• Conte Threatens Italian Veto in Blow to Merkel's Migration Plans
  BloombergQ
• PBOC Panel Signals Shift to Growth and Market Stabilization
  BloombergQ
• Trade War Punctures China’s Pride in Its Technology
  WSJ
• Global dealmaking reaches $2.5tn as US megadeals lift volumes
  FT
• Italy threatens to veto EU migration deal
  FT

General

• Trade war fears grip stocks, dollar bides time
  Reuters
• Drug stocks hit by Amazon health push, while tech steadies Wall Street
  Reuters
• China Shares Sink to Lowest Since March 2016 as Yuan Declines
  BloombergQ
• US oil hits $74 per barrel, jumps more than 1.5%
  Reuters
• Nikkei hits near 1-month low; large caps weak as trade war fears take toll
  Reuters
• U.S. first-quarter GDP growth lowered; weekly jobless claims rise
  Reuters
• China says carefully monitoring U.S. policies on inbound investments
  Reuters
• Powell Wants ‘Real Economy’ to Guide Fed
  BloombergQ
• Mario Draghi Can't Save Europe This Time
  BloombergQ
• Opinion: The next bear market in stocks will spark a retirement crisis
  MarketWatch
• China's latest conquest: Middle East power broker
  CNBC
• Europe's migration crisis: Could it finish the EU?
  BBC
• Demystifying the Blockchain
  NYT
• White House Retreats From Plans for Strict Limits on Chinese Investment
  WSJ
• In charts: what is making Mexicans so angry?
  FT
• Indian rupee weakens to record low against dollar
  FT