Daily News Links

8811 posts

Wednesday, May 16, 2018

Evening

• Wall St. gains as small-cap Russell 2000 hits record
  Reuters
• 10-year Treasury note yield hits 3.1%, highest since 2011
  CNBC
• Italy's 5-star, League finish policy programme, pass to leaders
  Reuters
• China denounces trade unilateralism, defends free trade
  Reuters
• Harvard's Reinhart Says Emerging Markets Worse Than '08 Crisis
  Investing.com/Bloomberg
• Incoming New York Fed Chief on Yield Curve, Inflation: Excerpts
  BloombergQ
• Wages Are Poised to Increase at a Faster Rate
  BloombergQ
• Trump says 'we'll have to see' if summit with Kim Jong Un is still happening
  CNBC
• Netanyahu and Erdogan trade insults on Twitter over Gaza violence
  CNBC
• Putin, Erdogan express 'serious concern' over casualties in Gaza: Kremlin
  Reuters
• Erdogan’s Plan to Drive Turkish Monetary Policy Sows Fear Among Investors
  WSJ
• Italian bond sell-off worsens amid political tension
  FT

General

• Euro Drops, Dollar Strengthens as Stocks Fluctuate: Markets Wrap
  BloombergQ
• Italy Bonds Fall as Populist Pact Throws Up Uncertainty
  BloombergQ
• Euro slides below $1.18 on Italy debt concerns and dollar jump
  Reuters
• U.S. Housing Starts Fall on Retreat in Apartment Building
  BloombergQ
• White House on NAFTA: 'We still want to see something happen'
  Reuters
• Italian markets jolted by 5-Star, League coalition proposals
  Reuters
• U.S. Could `Fatally Undermine' the WTO, China's Ambassador Says
  BloombergQ
• Japan’s Two-Year Growth Streak Snapped as Economy Contracts
  BloombergQ
• North Korea says it may blow off Trump meeting, and 'sinister' US won't make it give up nukes
  CNBC
• Emerging Markets Face Their Moment of Truth
  BloombergQ
• Something Is Rotten at the Heart of the Euro
  BloombergQ
• President Erdogan Throws Gasoline Onto a Raging Fire
  BloombergQ
• Mexican leftist frontrunner extends lead for presidency: poll
  Reuters
• U.S. Navy Takes Aim at Russia With a New Fleet
  BloombergQ
• Trump’s Goal for Nafta Rewrite Looks Unattainable in 2018
  WSJ
• Why the Credit-Card Boom May Have Just Peaked
  WSJ
• Investors lose their appetite for Turkey after Erdogan lunch
  FT

Tuesday, May 15, 2018

Evening

• Stocks Retreat as Treasuries Plunge, Dollar Gains: Markets Wrap
  BloombergQ
• U.S. 10-Year Yield Reaches Highest Since 2011 as Rout Deepens
  BloombergQ
• Turkish Assets Hammered by Erdogan's Vision as Crisis Deepens
  BloombergQ
• At top of Fed, a dispute on policy picks up steam
  Reuters
• Many forces are in place that could keep pushing rates even higher
  CNBC
• Mortgage rates are surging to the highest level in 7 years
  CNBC
• The US may be on the cusp of a 'hot, high-priced gasoline summer'
  CNBC
• Trump Fed nominee signals skepticism on quantitative easing
  Reuters
• Two of the supposedly safest stock market strategies are losing badly this year
  CNBC
• Art Cashin: If the S&P 500 gets too much lower then I'll really start to worry
  CNBC
• North Korea casts doubt on Trump summit, suspends talks with South
  Reuters
• U.S. Bond Yields Jump to Fresh Highs on Retail Sales
  WSJ
• EM currency index poised for worst day in a year
  FT

General

• US stocks fall after Home Depot sales miss, interest rates advance
  CNBC
• US 10-year Treasury yield jumps to highest level since 2011 above 3.06%
  CNBC
• Global stocks sink as soft China data, trade fears weigh
  Reuters
• Lira, Bonds Slide to Records as Erdogan Comments Spook Traders
  BloombergQ
• Gold extends slide to push below $1,300 as 10-year yield clears 3% and dollar rallies
  MarketWatch
• India bonds hit near 33-mth low, rupee weakest in 16 months on higher oil, inflation
  Reuters
• U.S. retail sales increase moderately in April
  Reuters
• What Fed Officials Are Saying About the Flattening Yield Curve
  BloombergQ
• Ross losing sway with Trump on China
  Politico
• U.S., China still 'very far apart' on trade: U.S. ambassador
  Reuters
• Goldman: Something strange is happening with the US economy that could cause interest rates to jump
  CNBC
• Bond Traders Get a Peek at the Apocalypse
  BloombergQ
• China April investment, retail sales growth slows but factory output strong
  Reuters
• China Jan-April property investment up 10.3 percent year on year
  Reuters
• German Economy Stumbles as Europe Suffers Setback in Growth
  BloombergQ
• Populist cleric Sadr all but wins Iraq election
  Reuters
• Medical Mystery: Something Happened to U.S. Health Spending After 1980
  NYT
• A World Apart: Charting the Gulf Between Chinese and U.S. Tariffs
  WSJ
• Capital Spending Boom Is No Great Boost to Capital Markets
  WSJ
• U.S., China Discussing Deal on ZTE, Agricultural Tariffs
  WSJ
• Turkish lira touches yet another low as Moody’s warns on bank risk
  FT
• Moody’s warns emerging economies over debt vulnerabilities
  FT
• Strong dollar poses a sizeable risk for EM bonds
  FT
• Dollar strength and emerging market stress are inseparable
  FT
• Donald Trump’s bizarre U-turn on sanctions against China’s ZTE
  FT

Monday, May 14, 2018

Afternoon

• U.S. Stocks Mixed as Treasuries Slip, Oil Gains: Markets Wrap
  BloombergQ
• Argentine peso drops almost 9% to lowest ever against U.S. dollar
  MarketWatch
• IMF says supports Argentina floating exchange rate as peso tumbles
  Reuters
• Wilbur Ross: We’re exploring ‘alternative remedies’ for ZTE ban
  Politico

General

• World stocks head higher on hopes of thawing trade tensions
  Reuters
• Argentine peso opens 6.22 pct weaker, sets new record low -traders
  Reuters
• Fed's Mester reiterates support for gradual U.S. rate increases
  Reuters
• US should watch its debt pile before 'things get out of hand,' Fed's Mester says
  CNBC
• Italy is poised for an anti-establishment leader
  CNBC
• Breakingviews - Italy’s radical government will be an EU headache
  Reuters
• ECB's Villeroy Sees Rate Hike Quarters, Not Years, After QE
  BloombergQ
• Emerging Markets Watch Fed, Not ‘Decoupled’ After All
  BloombergQ
• Rhetoric over U.S. exit from Iran deal rises amid threat of sanctions
  Reuters
• Firebrand nationalist cleric Sadr leads Iraq election
  Reuters
• What the Lira's Plight Says About Turkey's Economy: QuickTake
  BloombergQ
• Fed’s Mester Says Improved Economic Outlook Supports More Rate Rises
  WSJ
• Farmers Across High Plains Brace for Hard Times as Drought Bears Down
  WSJ
• Wall Street Is Getting In On the House Flipping Game
  WSJ
• Anbang: the downfall of China’s global dealmaker
  FT
• Landmark bond sales hit by emerging markets downturn
  FT

Evening

• Italian populist parties 'agree on ruling programme'
  France24
• Bulls have 'hammerlock' on oil market, OPIS' Tom Kloza isn't ruling out $100 a barrel
  CNBC
• Chinese insurers turn shadow lenders for higher returns
  Reuters
• In concession, Trump will help China's ZTE 'get back into business'
  Reuters

Sunday, May 13, 2018

General

• New deadline for NAFTA could make for an interesting week in markets
  CNBC
• Iran sanctions will create a ‘disruption’ in the oil price and uncertainty for investments, ENI CEO warns
  CNBC
• Italy's Populists in Marathon Talks as President Takes a Stand
  BloombergQ
• Italy's nascent government has tough economic circles to square
  Reuters
• Four challenges facing Italy’s new government
  FT
• ETF sales hit by return of global market volatility
  FT
• Landmark bond sales hit by emerging markets downturn
  FT

Saturday, May 12, 2018

General

• N.Y. Fed sees U.S. GDP growing at 2.97 percent in second quarter
  Reuters
• 'Unauthorized transfers' siphon funds from Mexican banks: central bank
  Reuters
• New Malaysian Leader Tightens Net Around Ousted Najib Over 1MDB
  BloombergQ
• U.S. fighter jets intercept Russian bombers in international airspace off Alaska
  Reuters
• In Iraq's Election, It's Hard to Avoid Iran's Presence
  BloombergQ
• These 95 Apartments Promised Affordable Rent in San Francisco. Then 6,580 People Applied.
  NYT
• Rising Dollar Pummels Emerging-Market Bonds, Cooling Off a Hot Sector
  WSJ
• Trump Targets Foreign Auto Makers for Not Building Enough in U.S.
  WSJ
• Trump’s Plan to Cut Drug Prices Leaves Industry Relieved
  WSJ

Friday, May 11, 2018

General

• Global Stocks Mixed as Rates in Focus; Oil Steady: Markets Wrap
  BloombergQ
• Oil near multi-year highs as Iran sanctions tighten supply outlook
  Reuters
• What Trump will — and won't — say on drug prices
  Axios
• St. Louis Fed's Bullard says rates already near neutral, no more raises needed
  Reuters
• Italian Populists Bring Promises With Hefty Price Tags
  BloombergQ
• Italy Finally Falls to the Forces of Populism
  BloombergQ
• China April new loans rise but shadow lending shrinks
  Reuters
• Iran says Syria has every right to defend itself against Israel: TV
  Reuters
• With Jail Sentences and Corporate Flameouts, China Is Tackling its Debt
  NYT
• What Keeps Xi Jinping Awake at Night
  NYT
• Fall of Malaysia’s Ruling Party, After Six Decades in Power, Shakes Vital U.S. Ally
  WSJ
• Why the shrug from markets as populists take power in Italy?
  FT
• Turkey’s banks present hurdle for Erdogan recovery
  FT
• Time to wipe out the absurd credit default swap market
  FT

Thursday, May 10, 2018

Afternoon

• Stocks Jump as Dollar Tumbles on Tame Inflation: Markets Wrap
  BloombergQ
• Mexico says time running out for quick NAFTA deal, Canada upbeat
  Reuters
• That Big Hedge-Fund Short Squeeze in Treasuries Is No Sure Thing
  BloombergQ
• U.S. Posts Record Monthly Budget Surplus as Economy Picks Up
  BloombergQ
• Iran-Israel strikes show risk of Middle East war is growing after US exit from nuclear deal
  CNBC
• Ignore Headline Inflation at Your Peril
  WSJ
• Why Americans Aren’t Feeling Wage Gains
  WSJ
• U.S. Raises Pressure on Iran With Sanctions on Currency Exchange
  WSJ

General

• Dollar Drops as Treasuries Rise; Pound Hit by BOE: Markets Wrap
  BloombergQ
• Oil heads for biggest weekly rise in a month as Iran sanctions loom
  Reuters
• U.S. consumer prices rebound modestly in April
  Reuters
• U.S. weekly jobless claims hover near 48-year low
  Reuters
• Carney Says Modest BOE Rate Hikes Needed Even as Inflation Cools
  BloombergQ
• Commerce Secretary Ross: We're trying to get China to buy more US goods, 'considerable gap' remains
  CNBC
• This is the best day — and time — to list your home for sale
  CNBC
• Italy's League and 5-Star make 'significant steps' towards government deal
  Reuters
• China April producer inflation picks up for first time in seven months
  Reuters
• Dollar-Plagued World Now Has Another Currency to Worry About
  BloombergQ
• Trump’s Iran deal exit forces EU to confront US ‘economic policeman of the world’
  France24
• Europe can no longer count on U.S. military umbrella: Merkel
  Bloomberg/JapanTimes
• Trump Iran sanctions just gave Saudi Arabia and Russia more clout in the oil market, so watch for higher prices
  CNBC
• Malaysia, Turkey and the U.S. Underline Political Risk
  BloombergQ
• After shocking election result, Malaysia may be headed for market volatility, economic change
  CNBC
• Iran targets Israeli positions across Syrian frontier, Israel pounds Syria
  Reuters
• Company Costs Are Rising, but Getting Shoppers to Pay More Is Hard
  WSJ
• Record Buybacks Help Steady Wobbly Market
  WSJ
• Argentina’s plea for IMF help is a reminder of global fragility
  FT
• US turns economic might on its allies over Iran
  FT
• Fitch sounds warning on HK banking system’s integration with China
  FT