Daily News Links

8386 posts

Saturday, November 25, 2017

General

• Big week for markets with Fed's Powell confirmation hearing and Yellen testimony
  CNBC
• China online finance regulator tells unqualified micro-lenders to stop lending
  Reuters
• China’s debt pile growing fast despite years of efforts to contain it
  Reuters
• The Fed launched QE nine years ago — these four charts show its impact
  CNBC
• Longest S&P 500 Rally Ever? That's Wall Street’s Forecast
  Bloomberg
• Catalan Leader Doubles Down on Independence Pledge
  Bloomberg
• As Risk of War Looms, South Korea Weighs Changing the Draft
  WSJ

Friday, November 24, 2017

General

• Stocks Climb as Retailers Gain on Black Friday: Markets Wrap
  Bloomberg
• Oil Rises as Russia and OPEC Said to Reach Outline Deal on Cuts
  Bloomberg
• The GOP Tax Plan Is Entering Its Make-or-Break Week
  Bloomberg
• Germany's SPD Decides to Accept Negotiations With Merkel
  Bloomberg
• The Party Is Over for Australia's $5.6 Trillion Housing Frenzy
  Bloomberg
• 'Stealth hedging' shows investors not so complacent
  Reuters
• Chinese tech shares set for classic burst-bubble scenario
  FT
• Investors Have Gotten Too Complacent on China Debt
  WSJ
• Saudi Crown Prince calls Iran leader 'new Hitler': NYT
  NYT

Thursday, November 23, 2017

Evening

• Japan Stocks Set to Drop, China Slide in Focus: Markets Wrap
  Bloomberg
• China's Mammoth Policy Banks Feel the Squeeze From Bond Slide
  Bloomberg
• ECB Officials Differed on Future of QE at October Meeting
  WSJ

General

• European Stocks Erase Losses; Dollar Extends Drop: Markets Wrap
  Bloomberg
• Chinese Stocks Tumble Most in 17 Months as Bond Selloff Spreads
  Bloomberg
• China stocks suffer mauling, Fed leaves dollar in a daze
  Reuters
• What Analysts Are Saying About the Sudden Drop in Chinese Stocks
  Bloomberg
• Oil Trades Above $58 as U.S. Stockpile Draw Boosts OPEC Optimism
  Bloomberg
• ECB split over keeping bond buys open-ended: minutes
  Reuters
• Merkel Offered Path to Fourth Term as Resistance Dwindles
  Bloomberg
• China's $3.4 Trillion Corporate Bond Market Faces Rocky 2018
  Bloomberg
• These Are the Five Biggest Tests Facing China's Next Central Bank Chief
  Bloomberg
• Two Biggest Risks Now Are China and Inflation, Market Veteran Says
  Bloomberg
• ECB Policy Makers Worried Markets Expect More QE Extensions
  Bloomberg
• Australia's $5.6 Trillion Housing Frenzy Tops U.S. Subprime Peak
  Bloomberg
• Fed on Track for December Rate Rise, but Inflation Worries Persist
  WSJ
• Have Trillions of Fed Dollars Broken a Bond Market Warning Sign?
  WSJ
• Saying Bye to Buybacks
  WSJ

Wednesday, November 22, 2017

Evening

• Dollar Steady After Sinking on U.S. Rate Outlook: Markets Wrap
  Bloomberg
• Fed Signals December Hike Even as Debate on Prices Persists
  Bloomberg
• Fed officials fear financial market 'imbalances' and possibility of 'sharp reversal' in prices
  CNBC
• China is pumping a lot of cash into its economy to calm investors
  Bloomberg

General

• Dollar, Bonds Slip as Stocks Rise; Pound Swings: Markets Wrap
  Bloomberg
• Oil Climbs to Two-Year High as Stockpiles Fall Before OPEC Meets
  Bloomberg
• U.S. Business Equipment Orders Fall for First Time Since June
  Bloomberg
• 'Very uncertain' Yellen still predicts U.S. inflation rebound
  Reuters
• Bond Scarcity Made $25 Trillion in Higher-Yielding Debt Disappear
  Bloomberg
• Half of Germans want new elections after coalition talks fail
  Reuters
• Lebanon's Hariri Delays Resignation, Vows to Protect Nation
  Reuters
• Trump Administration Blasts Mexico, Canada For Limited Nafta ‘Headway’
  WSJ
• Fed Minutes to Give Hints on Officials’ Mood Ahead of Final Meeting of 2017
  WSJ
• Yellen Says She’s Uncertain Weak Inflation Is Transitory
  WSJ
• Yellen describes low US inflation in 2017 as a ‘mystery’
  FT
• US yield curve hits its flattest point since November 2007
  FT
• Beijing throws cold water on China’s fintech IPO wave
  FT

Evening

• Asian Stocks to Climb as S&P 500 Hits Record High: Markets Wrap
  Bloomberg
• Fed close to goals, sees dual risks as it hikes rates: Yellen
  Reuters
• BOJ gives early sign of lift-off with warnings on the costs of easing
  Reuters
• NAFTA round wrapping up, 'significant differences' remain
  Reuters
• Chip Stocks Are on the Verge of Finally Breaking Their Tech Bubble Era Records
  Bloomberg
• Zimbabwe's Mugabe resigns, ending four decades of rule
  Reuters

Tuesday, November 21, 2017

General

• Global Stocks Gain as Bonds Rise; Dollar Slips: Markets Wrap
  Bloomberg
• People Are Suddenly Worried About the Yield Curve Flattening
  Bloomberg
• Congress speeds toward shutdown over Dreamers
  Politico
• ECB Is Said Likely to Take Small Steps in QE Exit Guidance
  Bloomberg
• China Is Stepping Up the Fight Against Its Mountain of Debt
  Bloomberg
• Turkey Lifts Bank-Funding Cost as Lira Drops to All-Time Low
  Bloomberg
• Turkish Assets Race to the Bottom as Erdogan Targets Rates Again
  Bloomberg
• Hong Kong Apartment Sets Asia Price Record
  Bloomberg
• C.E.O. Deficit Fears Dissolve With the Prospect of Corporate Tax Cuts
  NYT
• Tech Boom Creates New Order for World Markets
  WSJ
• Takeovers Roar to Life as Companies Hear Footsteps From Tech Giants
  WSJ
• Germany’s Political Impasse Will Stymie Further European Change
  WSJ
• Merkel left searching for route out of crisis
  FT
• Low volatility paradox will catch out investors and regulators
  FT

Monday, November 20, 2017

Evening

• Industrials, techs lift Wall Street, health stocks limit gains
  Reuters
• Justice Department calls AT&T deal for Time Warner 'illegal' and 'harmful' to consumers
  CNBC
• The debt time bomb that keeps growing and now equals nearly half of US GDP
  CNBC
• Yellen Says She'll Leave Fed Once Powell Sworn in as Chair
  Bloomberg
• Merkel Says She Prefers New Elections Over Minority Government
  Bloomberg
• The stock market is 'dancing on the rim of a volcano,' warns investment bank
  CNBC
• China's $15 Trillion Problem: Investors Don't Believe in Losses
  Bloomberg
• A Trader Called the ‘VIX Elephant’ Is About to Rock Volatility Options
  Bloomberg
• Trump: U.S. designates North Korea a state sponsor of terror, triggering sanctions
  Reuters

General

• Stocks Rebound in Short Week for U.S. Exchanges: Markets Wrap
  Bloomberg
• Merkel’s Attempt to Form a New German Government Collapses
  Bloomberg
• China Clampdown Signals ‘New Era’ for $15 Trillion in Funds
  Bloomberg
• Chinese shadow banking has slowed — but that's not as good as it seems
  CNBC
• A Boring Week in U.S. Stocks Masks a Roaring Appetite for Hedges
  Bloomberg
• Rural-Phone Crisis: $48 Billion of Junk Debt Hangs Over Industry
  Bloomberg
• Once-Hot Apartment Construction Cooling as U.S. Housing Engine
  Bloomberg
• Japan PM Abe: Govt and BOJ to work together to beat deflation
  Reuters
• U.S. Rebuffs China’s Charm Offensive, Edging Closer to Trade War
  WSJ
• Growing Gas Glut Threatens West Texas Oil Boom
  WSJ
• How China’s Acquisitive HNA Group Fell From Favor
  WSJ
• Angela Merkel faces worst political crisis of her career
  FT
• EU leaders warn on risks of Berlin power vacuum
  FT
• Six Years After Fukushima, Robots Finally Find Reactors’ Melted Uranium Fuel
  NYT

Evening

• Euro Drops as German Talks Fail; Asian Stocks Slip: Markets Wrap
  Bloomberg
• Bitcoin Soars Past $8,000 as Technology Shift Concern Vanishes
  Bloomberg
• The stock market's 'split personality' could set off a correction at any moment, Art Cashin warns
  CNBC
• Japan’s Best Export Performance Since 2008 Crisis Rolls On
  Bloomberg
• Saudi Arabia and Arab allies push for unity against Iran, Hezbollah meddling
  Reuters

Sunday, November 19, 2017

General

• 'No fireworks' at NAFTA talks, but few signs of progress
  Reuters
• Merkel Faces Endgame for Next German Government in Party Talks
  Bloomberg
• Mugabe agrees to stand down as Zimbabwe president: source
  Reuters
• Is This the Top of the Market?
  WSJ
• China must reveal the true level of its GDP growth
  FT