Daily News Links

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Saturday, November 4, 2017

General

• China's Zhou Warns on Rising Financial Risk in Blunt Article
  Bloomberg
• Ousted Catalan leader calls for united front for independence
  Reuters
• Unversed in debt details, Venezuelans desperate for any relief
  Reuters
• China's central bank chief urges Beijing to promote equity, cut debt, eliminate 'zombie' companies
  Reuters
• Trump heads to Japan with North Korea on his mind
  Reuters
• Saudi Princes, Former Ministers Arrested in Apparent Power Consolidation
  WSJ

Friday, November 3, 2017

Evening

• World stocks gain on Apple lift, dollar strengthens on data
  Reuters
• Venezuela Cut Deeper Into Junk by Fitch
  Bloomberg
• U.S. Credit Markets Are More Sane Than the Frenzy Suggests
  Bloomberg
• It's begun: Fed's unwinding of its epic balance sheet officially showing up in the data
  CNBC
• Broadcom Plans Unsolicited Bid for Qualcomm
  WSJ

General

• Dollar Falls, Treasuries Rise on Payrolls Report: Markets Wrap
  Bloomberg
• Oil near two-year highs as tightening market woos buyers
  Reuters
• U.S. Trade Deficit Widens as Import Gain Barely Exceeds Exports
  Bloomberg
• U.S. Adds 261,000 Jobs as Hurricane Effect Reverses; Pay Stalls
  Bloomberg
• GOP's United Front on Tax Cut Plans Masks Underlying Divisions
  Bloomberg
• The State of International Central Banking With Powell Era Coming
  Bloomberg
• PBOC Moves to Steady Money Supply After Sovereign Bond Tumble
  Bloomberg
• China's HNA sells short-dated bond at "scary" high yield
  Reuters
• What's Next for China Markets Now Xi Jinping's Party Is Over
  Bloomberg
• U.S. Supersonic Bombers Conduct Exercise Over Korean Peninsula
  Bloomberg
• House GOP Tax Plan Sticks With Big Corporate Cuts
  WSJ
• Mr. Ordinary: Who Is Jerome Powell, Trump’s Federal Reserve Pick?
  WSJ
• Liquidity: the real challenge facing Jay Powell at the Fed
  FT

Thursday, November 2, 2017

Evening

• U.S. Stocks Mixed, Dollar Lower on Tax Plan Detail: Markets Wrap
  Bloomberg
• Venezuela Will Seek to Restructure Its Debt
  Bloomberg
• Powell Pledges to Pursue Fed's Employment, Inflation Goals
  Bloomberg
• Trump Considered Keeping Yellen at Fed, Until Mnuchin Spoke Up
  Bloomberg
• Here Are the Big Tax Changes House Republicans Are Proposing
  Bloomberg
• House Tax Bill Has Major Changes for Businesses, Individuals
  Bloomberg
• Republicans Seek Major Tax Changes as Opposition Begins to Form
  Bloomberg
• Fed's Powell rose to top of Trump's list as safe, business-savvy choice
  Reuters
• Here's how the GOP wants to overhaul the tax system
  CNBC
• Home Prices Rose in 92% of U.S. Metro Areas in Third Quarter
  Bloomberg
• Even a Momentum Trade Comeback Can't Save Quants From a Disappointing Year
  Bloomberg
• Trump will tell Asia that world 'running out of time' on North Korea: White House
  Reuters
• Inside Trump’s Search for a Fed Leader
  WSJ

General

• U.S. Stocks, Dollar Retreat on Tax Plan Details: Markets Wrap
  Bloomberg
• House Tax Bill Has Sweeping Changes for Businesses, Individuals
  Bloomberg
• Trump Taps Powell for Fed to Oversee Economy Fraught With Risks
  Bloomberg
• Powell, Once an Also-Ran, Set to Chair Trump’s Bank-Friendly Fed
  Bloomberg
• U.S. Productivity Rises by Most in Three Years as Output Jumps
  Bloomberg
• U.S. jobless claims fall to near 44-1/2-year low
  Reuters
• Corporate Tax Cut to Be Phased Out After a Decade
  Bloomberg
• BOE Raises Interest Rate for First Time in More Than Decade
  Bloomberg
• Bitcoin Surges Past $7,000 to Extend Record Rally
  Bloomberg
• The biggest problem in the GOP tax plan
  Axios
• Foreigners Have New Strategy in China's Fragile Bond Market
  Bloomberg
• Powell as Fed pick may not be the non-event it seems
  FT
• Falling junk bond spreads trigger sense of foreboding
  FT
• Tsunami of easy money makes it impossible to judge value
  FT
• Supreme Leader Khamenei says U.S. is Iran's 'number one enemy'
  Reuters

Wednesday, November 1, 2017

Evening

• Asia Stocks Face Mixed Start as Dollar Climbs: Markets Wrap
  Bloomberg
• Powell to Be Trump's Nominee for Fed Chair Replacing Yellen: WSJ
  Bloomberg
• Here’s What You Need to Know About Powell’s Fed Chair Selection
  Bloomberg
• Jerome Powell’s Views on U.S. Monetary Policy in His Own Words
  Bloomberg
• Trump to Tap Jerome Powell as Next Fed Chairman
  WSJ
• U.S. Stocks Pare Gains on Tax Details; Bonds Rise: Markets Wrap
  Bloomberg
• Fed Signals December Hike On Track a Day Before Trump Announces Next Chair
  Bloomberg
• What Wall Street Is Saying About the Delayed Tax Bill Rollout
  Bloomberg
• House tax plan lowers caps on 401(k), cuts state and local deductions
  ABC
• ECB Largesse Helps Bond Sales Eclipse 2016 With Two Months to Go
  Bloomberg
• Canadian Junk Bond Sales Are Headed for a Record
  Bloomberg
• Math Problem Bedevils Republican Tax Rewrite
  NYT
• Venezuela in Crisis: Investors Brace for Default
  WSJ

General

• Stocks Gain as Metals Surge; Crude Extends Rally: Markets Wrap
  Bloomberg
• U.S. Oil Rises to 10-Month High as Stockpiles Seen Dropping
  Bloomberg
• U.S. Companies Add Most Workers in Seven Months, ADP Data Show
  Bloomberg
• Fed Chair Drama Steals Spotlight From FOMC: Decision Day Guide
  Bloomberg
• Fed set to hold rates steady ahead of Trump's leadership decision
  Reuters
• The House GOP will delay releasing its tax bill until Thursday
  CNBC
• GOP Braces for ‘All Hell’ to Break Loose When Tax Bill Finally Drops
  Bloomberg
• Treasury Maintains Long-Term Debt Sales, Sees Rise in 2018
  Bloomberg
• Caixin China manufacturing PMI is 51.0 for October, meeting expectations
  CNBC
• Australia's Housing Boom Is ‘Officially Over,’ UBS Says
  Bloomberg
• This Four-Bedroom Home in Hong Kong Just Sold for $149 Million
  Bloomberg
• Fed Likely on Hold, but Could Give Clues on Possible December Rate Rise
  WSJ
• Chinese Property Shopping Spree Fades as Beijing Hits the Brakes
  WSJ
• China’s Dandong Port Group Defaults on $150 Million in Bonds
  WSJ

Tuesday, October 31, 2017

Evening

• Japan Stocks Point Higher as Kiwi Soars on Jobs: Markets Wrap
  Bloomberg
• U.S. Consumer Confidence Just Hit Its Highest Level in Almost 17 Years
  Bloomberg
• U.S. Manufacturing Is Powering Up, Regional Report Cards Show
  Bloomberg
• Bitcoin Surges After World's Biggest Exchange Announces Plans for Futures
  Bloomberg
• House Tax Plan to Delay Estate-Tax Repeal, Set Corporate Rate at 20%
  WSJ

General

• Stocks Extend Gains; Euro Drops as Inflation Slows: Markets Wrap
  Bloomberg
• Home-Price Gains in 20 U.S. Cities Showed Acceleration in August
  Bloomberg
• U.S. Employment Costs Pick Up on Faster Wage Gains at Factories
  Bloomberg
• Trump’s unusual chance to stack the Fed
  Politico
• BOJ Keeps Stimulus Unchanged as It Trims Inflation Outlook
  Bloomberg
• China Factory PMI Falls From Five-Year High on Pollution Cleanup
  Bloomberg
• China Takes Action After Bond Market Sell-off With One-Two Punch
  Bloomberg
• Another China Company Defaults on Bond Payment as Borrowing Costs Jump
  Bloomberg
• You Wanna See Something Really Scary? Try These Market Charts
  Bloomberg
• Beijing seen poised for fresh South China Sea assertiveness
  Reuters
• Thanks to Wall St., There May Be Too Many Restaurants
  NYT
• IMF warns volatility products loom as next big market shock
  FT
• China’s Dangerous Return to One-Man Reign
  WSJ

Monday, October 30, 2017

Evening

• U.S. Stocks Fall, Dollar Slumps as Treasuries Gain: Markets Wrap
  Bloomberg
• House to Consider Five-Year Phase-in for Corporate Tax Cut
  Bloomberg
• Trump likely to pick Fed's Powell to lead central bank: source
  Reuters
• There are plenty of things that might be in this tax bill that could give the market indigestion
  CNBC
• Savings rate hits lowest since financial crisis as Americans take on more risk
  CNBC
• Homes Are Getting Snapped Up at the Fastest Pace in 30 Years
  Bloomberg
• U.S. consumer spending grows at fastest pace since 2009, savings drop
  Reuters
• Bitcoin's Market Cap Surges Past $100 Billion
  Bloomberg
• China warns against attempts to contain Beijing before Trump visit
  Reuters
• Trump Is Expected to Name Jerome Powell as Next Fed Chairman
  NYT
• Bets on the Next Fed Chair: A History of Speculation Gone Wrong
  WSJ
• ECB Decision Reopens Divide Atop Central Bank
  WSJ

General

• U.S. Stocks Fall From Records as Dollar Weakens: Markets Wrap
  Bloomberg
• China Bond Selloff Spreads to Stocks as Deleveraging Risks Mount
  Bloomberg
• U.S. Consumer Spending Rises Most Since 2009 on Car Buying
  Bloomberg
• State of the Fed
  Politico
• Trump’s Big Fed Chair Reveal: This Week in Washington
  Bloomberg
• Biggest Stock Collapse in World History Has No End in Sight
  Bloomberg
• Why stock-market bulls should be wary of rising tide of earnings shenanigans
  MarketWatch
• Analysts See Deleveraging Concerns Behind China's Equity Selloff
  Bloomberg
• China central bank boosting oversight of loans offered on the internet - media
  Reuters
• As China's home prices cool, some property companies seek to reduce risks
  Reuters
• Carbon dioxide in atmosphere hits highest level in 800,000 years, study says
  CNBC
• In Choice of Fed Chairman, Trump Downgrades Deregulation
  NYT
• Inflation: The Slumbering Giant Begins to Stir
  WSJ
• Italy Faces Challenge of Living Without ECB Alchemy
  WSJ
• Powell leading in Trump’s Fed chair reality-TV spectacle
  FT
• Spain faces test of authority in Catalonia under direct rule
  FT
• Wall Street banks rake in bumper fees from leveraged loans
  FT

Evening

• Trump Likely to Name Jerome Powell Next Fed Chairman—Source
  WSJ
• Asian Stocks Nudge Higher on Global Growth Outlook: Markets Wrap
  Bloomberg
• China's Debt Battle Has Global Growth at Stake
  Bloomberg
• China Corporate Bond Investors' Luck May Be About to Run Out
  Bloomberg

Sunday, October 29, 2017

General

• Hundreds of thousands march for unified Spain, poll shows depths of division
  Reuters
• Spain Is a Collection of Glued Regions. Or Maybe Not So Glued.
  NYT
• Stuck in Place, U.S. Homeowners Hunker Down as Housing Supply Stays Tight
  NYT
• Why Are Markets Rising Everywhere? Investors Can’t Stop Buying Every Dip
  WSJ
• Sand castles on Jersey Shore: property boom defies US flood risk
  FT