Daily News Links

8811 posts

Wednesday, June 27, 2018

Evening

• Wall Street tumbles on renewed U.S.-China trade jitters
  Reuters
• Latam currencies ease on lingering trade concerns
  Reuters
• China Think Tank Warns of Potential ‘Financial Panic’ in Leaked Note
  BloombergQ
• White House may be using a softer tone, but it's still targeting Chinese investment in the US
  CNBC
• Automakers warn U.S. tariffs will cost hundreds of thousands of jobs, hike prices
  Reuters
• Market rate rise may thwart Fed's balance sheet plan
  Reuters
• Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard
  WSJ
• China’s bear market woes run deeper than Trump tariffs
  FT
• Default risk casts shadow over foreign demand for China bonds
  FT
• European bank stocks suffer as rate worries mount
  FT

General

• Stocks Erase Decline as Trump Trade Talk Softens: Markets Wrap
  BloombergQ
• Oil rises on supply disruptions and as U.S. tries to cut Iran from markets
  Reuters
• China’s Yuan Tumble Blindsides Traders, Spurs Worry Over Impact
  BloombergQ
• Trump announces his plan to crack down on foreign investment - and it's much less harsh than expected
  CNBC
• Kudlow moves to restock White House economic team
  CNBC
• Hedge Fund Managers See Echo of Past Crashes in Markets
  BloombergQ
• Trade war or not, China Inc already reining in American brands
  Reuters
• Worsening trade row deepens chill felt by Chinese dealmakers seeking to do U.S. takeovers
  Reuters
• Weekly mortgage applications fall sharply as potential homebuyers drop out
  CNBC
• Mexico’s Populist Tide Pushes AMLO Toward a Blowout Victory
  BloombergQ
• As Merkel’s Power Drains, the Threat to Europe Grows
  BloombergQ
• Equity Markets Are Living on Borrowed Time
  BloombergQ
• Yuan's Rapid Selloff Puts China's Market-Anchor Role in Danger
  BloombergQ
• Xi tells Mattis China won't give up 'one inch' of territory
  Reuters
• Trump May Soften Sweeping Plan to Restrict Chinese Investments
  NYT
• Trump Eases Demand for New Tools to Limit Chinese Investment
  WSJ
• The Fed’s Latest Challenge: Keeping Benchmark Rate in Check
  WSJ
• U.S. Toughens Stance on Future Iran Oil Exports
  WSJ
• Trump Decides to Use Updated Law to Restrict Chinese Investment, Drops Executive Action Option
  WSJ
• China’s ‘Big Mama’ Steps In as Yuan Tumbles Further
  FT
• Italian debt sales fall as political tensions linger
  FT

Evening

• Wall Street rebounds from selloff on trade worries
  Reuters
• Market whiplash over Trump trade policy: 'They're making this up as they go along'
  CNBC
• New U.S. tax cuts would worsen federal fiscal picture - CBO
  Reuters
• Scourge of Mexico establishment poised to capture presidency
  Reuters
• Exclusive: Ukraine says Russia hackers laying groundwork for massive strike
  Reuters

Tuesday, June 26, 2018

General

• Stocks claws higher after China enters bear territory
  Reuters
• U.S. Consumer Confidence Declines With Economic Optimism Cooling
  BloombergQ
• China Begins to Question Whether It’s Ready for a Trade War
  BloombergQ
• Chinese Stocks Poised to Enter Bear Market
  BloombergQ
• Italy's Crunch Moment in the Bond Market
  BloombergQ
• Asia Junk Bond Rout Divides Veterans on $121 Billion Market
  BloombergQ
• Why Protectionist Rhetoric Is Roiling Markets
  BloombergQ
• Rouhani says Iran will not yield to pressure from Trump
  Reuters
• Turkish debt wobbles again after Erdogan election victory
  FT

Monday, June 25, 2018

Evening

• Wall Street falls as trade threats intensify
  Reuters
• Trump officials send mixed signals on China investment curbs, markets sink
  Reuters
• Trade advisor Navarro says no plans for investment restrictions on China, other countries
  CNBC
• Xi has strong words for Trump: 'In our culture, we punch back' — report
  CNBC
• Trump tariffs force companies to rework supply chains
  Reuters
• Trump adviser Navarro says investment restrictions won't be global
  Reuters
• The Fed's effort to control the rise of its key interest rate is running into some problems
  CNBC
• China's sudden currency slide sparks rumors of an anti-Trump policy move
  CNBC
• Trade Rift Within Trump Administration Sends Stocks on Wild Ride
  WSJ
• US disagreements over China trade strategy heat up
  FT
• People’s Bank of China must face awkward reality over renminbi
  FT

General

• Stocks Drop on Trade Dispute; Italian Bonds Fall: Markets Wrap
  BloombergQ
• Brent oil prices drop by 2 percent as traders expect output rise after OPEC deal
  Reuters
• China's Yuan Sinks to Five-Month Low on Worsening Trade Outlook
  BloombergQ
• Dollar falls to two-week low versus yen on renewed trade tensions
  Reuters
• U.S. Plans Curbs on Chinese Investment, Citing Security Risks
  BloombergQ
• Trump plans to bar China from investing in US tech firms and block more tech exports
  CNBC
• China, Europe Warn Trade War Could Trigger Global Recession
  BloombergQ
• U.S., China to See Who Blinks First in Economic `Chicken' Game
  BloombergQ
• Harley to Shift Production Out of U.S. to Avoid EU's Tariffs
  BloombergQ
• Exclusive: Facing U.S. blowback, Beijing softens 'Made in China 2025' message
  Reuters
• China to Unleash $108 Billion in Reserves Cut for Most Banks
  BloombergQ
• Why China Can’t Fix Its Housing Bubble
  BloombergQ
• Erdogan's Election Celebration Gives Way to Economic Reality
  BloombergQ
• BOJ should continue powerful easing, guard against side effects: June meeting summary
  Reuters
• Low risk ECB extends QE into next year, say economists
  Reuters
• Beyond the South China Sea: Beijing may target these waterways next
  CNBC
• What’s the Yield Curve? ‘A Powerful Signal of Recessions’ Has Wall Street’s Attention
  NYT
• Trump Plans New Curbs on Chinese Investment, Tech Exports to China
  WSJ
• Yuan’s 2018 Gain Disappears as Dollar Rallies
  WSJ
• Amnesia dooms bankers to repeat their mistakes
  FT
• Donald Trump leads a global revival of nationalism
  FT

Sunday, June 24, 2018

Evening

• Asian shares dogged by trade worries, oil keeps gains
  Reuters
• Trump is reportedly planning major new restrictions against China
  CNBC
• Turkey's Erdogan claims election victory, opposition wary
  Reuters
• Trump issues challenge to trading partners: Bring down barriers or face 'reciprocity'
  CNBC
• Merkel presses over migration as 'European solution' fails
  Reuters
• China Moves to Shore Up Economy as Slowdown and Trade Fight Loom
  NYT
• Trump to use emergency act in trade war against Beijing
  FT
• China cuts bank reserves by $100bn to cushion US tariffs
  FT
• After the opening trade salvos, the big guns are readying
  FT
• Taiwan hit by jump in cyber attacks from China
  FT

General

• As trade war looms, China cuts some banks' reserve requirements to boost lending
  Reuters
• BIS warns of trade war threat but says rates should keep rising
  Reuters
• Turkey Votes on Erdogan Future as Challengers Call Foul Play
  BloombergQ
• What’s at stake in Turkey’s elections — and why Erdogan could actually lose
  CNBC
• Erdogan faces major test as Turks vote for president, parliament
  Reuters
• Italy says 'arrogant' France could become main enemy on migration
  Reuters
• China Eases Credit Policy as U.S. Tariffs Near
  WSJ
• Central Bankers Should Disregard Volatile Markets, Says BIS
  WSJ

Saturday, June 23, 2018

General

• OPEC+ Agrees Oil-Supply Boost in Victory for Saudis, Russia
  BloombergQ
• U.S. Tariffs Draw New Retaliation Threat, as Russia Joins In
  BloombergQ
• Increased threat of a trade war is ramping up fears of a 'full-blown recession'
  CNBC
• European authorities will react to any U.S. auto tariff move: Le Monde
  Reuters
• Xi says China must lead way in reform of global governance
  Reuters
• Turkey's Erdogan, main rival stage final election rallies
  Reuters
• The Approaching End to Merkel's Tenure
  Spiegel
• A Generation of Americans Is Entering Old Age the Least Prepared in Decades
  WSJ
• More storms are brewing for emerging markets
  FT

Friday, June 22, 2018

General

• Stocks Rally on Data; Oil Jumps as OPEC Deal Nears: Markets Wrap
  BloombergQ
• OPEC reaches deal to raise oil output from July: source
  Reuters
• White House Split Over Hardline Response to China Trade War
  BloombergQ
• Europe Hits Back at Trump's Tariffs as Global Tensions Mount
  BloombergQ
• German carmakers join American farmers on front line of U.S.-China trade war
  Bloomberg
• China Moves to Quell Systemic Bond Risks After Default Wave
  BloombergQ
• China Property Market Seen Most at Risk as Cash Squeeze Hits
  BloombergQ
• Emerging Markets Now Face a Political Gauntlet: Elections Guide
  BloombergQ
• Greece's Creditors Said to Agree on Debt Relief Package
  BloombergQ
• Europe strikes back against Trump tariffs as global trade war escalates
  CNBC/NYT
• Merkel-Trump Clashes Push Germany to Watershed Moment With U.S.
  BloombergQ
• Turkey's master campaigner, Erdogan faces biggest election challenge
  Reuters
• Canada Economy Falters as Inflation Stalls, Retail Sales Drop
  BloombergQ
• Inside a Heist of American Chip Designs, as China Bids for Tech Power
  NYT
• Beijing Paddles Hard as a Bear Market Threatens
  WSJ
• Asian Stocks End Ugly Week With China On The Edge of a Bear Market
  WSJ
• Global equity funds suffer record outflows
  FT
• Capitulation of US equity bears is danger sign for Wall St
  FT
• Bavaria’s strongman has Angela Merkel in his sights
  FT

Thursday, June 21, 2018

Evening

• Dow drops eighth straight session on trade worry; Amazon slips
  Reuters
• U.S. labor market tightening; mid-Atlantic manufacturing cools
  Reuters
• U.S. Consumers' Economic Expectations Match Highest Since 2002
  BloombergQ
• Supreme Court lets states force online retailers to collect sales tax
  Reuters
• Americans Devote Biggest Share of Income to Mortgages Since 2009
  BloombergQ
• Goldman Sachs: Weak stock market returns are ahead even with booming earnings
  CNBC
• Italy and Germany clash as migration rows split EU
  Reuters
• Markets might look calm, but they are behaving abnormally
  FT, Tett
• Beijing woos foreign businesses as US trade war looms
  FT
• Italy blocks Merkel bid to outwit immigration rebels
  FT

General

• Stocks Drop, Treasuries Gain on Fresh Italy Worry: Markets Wrap
  BloombergQ
• Italian Assets Resume Slide After Euroskeptic Appointments
  BloombergQ
• Dollar scales 11-month peak, oil slides ahead of OPEC
  Reuters
• Washington's 'capricious' trade actions will hurt U.S. workers, China warns
  Reuters
• Chinese investment in the US drops 90% amid political pressure
  CNBC
• China-U.S. trade war hits Daimler profit, may sweep sector
  Reuters
• U.S. Homes Prices Least Affordable in Almost a Decade
  BloombergQ
• Eurosceptics to head Italian parliamentary finance committees
  Reuters
• Bank of England chief economist votes for rate rise, boosting chance of Aug hike
  Reuters
• Now You Can Gorge Guilt-Free: 1-Month Bill Yield on Par With S&P
  BloombergQ
• 'Facebook is taking everything': rising rents drive out Silicon Valley families
  UK Guardian
• Trump’s Ace in the Hole in Trade War: A Strong Economy
  NYT
• Central Banks Go Their Separate Ways
  WSJ
• Central Bank Leaders Warn Trade Conflicts Could Damage Global Economy
  WSJ
• Growth in Retiring Baby Boomers Strains U.S. Entitlement Programs
  WSJ
• Small-Cap Stocks: Where Investors Hide in a Trade War
  WSJ
• The Arms Race for Quants Comes to the World’s Biggest Asset Managers
  WSJ
• Trump’s Tariffs Are a Defense Against China’s Aggression
  WSJ, Navarro
• EM sell-off set to continue as dollar strengthens
  FT
• Turkey election: Will Erdogan’s power grab backfire?
  FT
• The rise of a new generation of anti-Americans
  FT