Daily News Links

8811 posts

Wednesday, April 18, 2018

Evening

• U.S. Stocks Advance on Earnings, Oil as Bonds Fall: Markets Wrap
  Bloomberg
• U.S. Debt Load Seen Worse Than Italy's by 2023, IMF Predicts
  Bloomberg
• World Debt Hits Record $164 Trillion
  Bloomberg
• Investors Are Getting Worried About an Inverted Yield Curve
  Bloomberg
• Turkey's Erdogan declares early elections on June 24
  Reuters

General

• U.S. Stocks Fluctuate on Earnings, Geopolitics: Markets Wrap
  Bloomberg
• Oil Rises to Highest Since 2014 on Bullish U.S. Inventory Report
  Bloomberg
• Trump says on Twitter he does not like TPP for U.S., too many contingencies
  Reuters
• Spring hits the housing market as weekly mortgage applications rise 4.9%
  CNBC
• IMF Warns of Rising Threats to Global Financial System
  Bloomberg
• Hoyer: Dems eyeing ways to roll back GOP tax law
  The Hill
• Exclusive: China seeks trade firewall with U.S. allies in rush of ambassador meetings - sources
  Reuters
• China’s Economic Growth Remains Robust Amid Strong Retail Sales
  Bloomberg
• China's Home Price Gains Accelerate Led by Smaller Cities
  Bloomberg
• Inflation Gains Footing in Japan
  Bloomberg
• BOJ May Get More Policy Freedom If Abe Quits: Ex-BOJ Kiuchi
  Bloomberg
• Exclusive: OPEC's new price hawk Saudi Arabia seeks oil as high as $100 - sources
  Reuters
• Russia: our response to U.S. sanctions will be precise and painful
  Reuters
• U.S. Moves to Block Sales by Chinese Telecom Equipment Makers
  NYT
• Is the U.S. Shale Boom Choking on Growth?
  WSJ
• How the Tax Cut President Trump Loves Will Deepen Trade Deficits He Hates
  WSJ
• The National Debt Is Worse Than You Think
  WSJ
• China set to launch Taiwan Strait naval exercises
  FT

Tuesday, April 17, 2018

Evening

• Earnings Spur Stocks as Trade Woes Take Back Seat: Markets Wrap
  Bloomberg
• 2-year yield hits highest level since 2008 after Fed official says he sees more inflation ahead
  CNBC
• Oil Steadies as Risk of Mideast Strife Ebbs Before OPEC Meeting
  Bloomberg
• Tax cut riches have gone to execs and investors over workers by nearly 3-to-1 margin
  CNBC
• How a trade war with China could hurt the tech industry
  CNBC
• Goldman Bond-Trading Bounce Not Enough to Get Investors on Board
  Bloomberg
• Morgan Stanley Warns Markets the Best Times May Be Near an End
  Bloomberg
• Fed's Williams Says Inverted Yield Curve Powerful Recession Sign
  Bloomberg
• We're in new chapter of Cold War with Russia: Former Defense Secretary Leon Panetta
  CNBC
• Fallout From Sanctions Against Russia Fuels Commodities Rally
  WSJ
• Trump’s Establishment Picks Show Support for Fed Status Quo
  WSJ
• Israel Conferred With U.S. on Strike in Syria to Target Iranian War Gear
  WSJ

General

• Stocks Get Boost From Earnings as Treasuries Fall: Markets Wrap
  Bloomberg
• U.S. Housing Starts Top Forecasts on Multifamily Construction
  Bloomberg
• As trade spat grows, China hits U.S. sorghum imports with hefty deposit
  Reuters
• Treasury Secretary Mnuchin: Trump tweet was 'warning shot' to China on currency
  CNBC
• China c.bank cuts reserve requirement by 100 bps for most banks
  Reuters
• China’s Economic Growth Remains Robust Amid Strong Retail Sales
  Bloomberg
• China March industrial output up 6.0 percent, misses expectations, January-March investment growth slows
  Reuters
• Euro-Area Engine Sputters as German Downturn Risk Sharpens
  Bloomberg
• Draghi's High-Class Problem Rears Its Head as ECB Views Exit
  Bloomberg
• Powell’s Inner Circle Takes Shape With Clarida as Fed’s No. 2
  Bloomberg
• U.S. Cuts Off China's ZTE From American Tech for Seven Years
  Bloomberg
• China May Be Set for Rare Property Defaults, Neuberger Says
  Bloomberg
• Tech giants remain most crowded trade for third month running: BAML survey
  Reuters
• Macron warns of European 'civil war' over growing East-West divide
  UK Telegraph
• China’s Economy Grows, and Its Trade Gap With the U.S. Widens
  NYT
• China adopts carrot-and-stick approach in trade dispute with US
  FT
• Russia targeting millions of web users in west, warn US and UK
  FT
• Political tides stymie European nations’ debt reduction efforts
  FT

Monday, April 16, 2018

Evening

• Asia Stocks Head for Mixed Start; Dollar Slides: Markets Wrap
  Bloomberg
• Stocks Rally as Investors Turn Focus to Earnings: Markets Wrap
  Bloomberg
• Trump to nominate economist Richard Clarida as Fed vice chair
  CNBC
• Fed's Kaplan says he has no problem with being 'restrictive'
  Reuters
• U.S. Libor Replacement, Two Weeks After Debut, Has Some Issues
  Bloomberg
• Emerging Markets Have Had a Good Run. But Things May Get Bumpier
  Bloomberg
• U.S., Britain blame Russia for global cyber attack
  Reuters

General

• U.S. Stocks Rally, Bonds Fall After Syria: Markets Wrap
  Bloomberg
• Aluminum Hits Highest Since 2011 With Rusal Supply Seen at Risk
  Bloomberg
• U.S. Retail Sales Rebound in Sign Consumer Weakness Transitory
  Bloomberg
• U.S. Homebuilder Sentiment Declined in April for a Fourth Month
  Reuters
• Fed's Dudley Sees More ‘Gradual’ Hikes Unless Inflation Jumps
  Bloomberg
• IMF Says China's Complex Fiscal System Needs ‘Crucial’ Overhaul
  Bloomberg
• Hong Kong Plows $1.7 Billion Into Defending Currency to Little Effect
  Bloomberg
• Japan Scandals Push Abe's Support Near Historical Danger Zone
  Bloomberg
• Former Japan PM Koizumi says embattled Abe may quit in June - magazine
  Reuters
• Trump says Russia, China playing 'currency devaluation game'
  Reuters
• U.S. bans American companies from selling to China's ZTE
  Reuters
• Kremlin says U.S. sanctions amount to asset grab
  Reuters
• Homebuilding Isn’t Keeping Up With Growth, Development Group Says
  WSJ
• Kashkari Says Fiscal Stimulus Supports Fed’s Rate-Raising Plans
  WSJ
• In Syria and Beyond, a Dangerous New Era Dawns
  WSJ

Sunday, April 15, 2018

Evening

• Asian shares up, oil down as Syria fallout seen limited
  Reuters
• Equity Futures Bounce, Yen Slips as Syria Assessed: Markets Wrap
  Bloomberg
• US to hit Russia with new sanctions for aiding Syria’s Assad
  AP
• Putin warns of 'chaos' in international order if Syria gets attacked again
  Reuters
• Germany says it has to assume Russia behind recent cyber attack
  Reuters
• Syria attack: Will Russia launch CYBER warfare? Expert says it is Imminent
  UK Sunday Express
• Trump to Impose New Sanctions on Russia Over Support for Syria
  NYT
• U.S.’s Re-Entry in Pacific Trade Deal Would Come at a Price
  WSJ
• Trump Bowed to Pentagon Restraint on Syria Strikes
  WSJ

General

• Oil, gold to gain on Syrian strikes, Russian retaliation in focus
  Reuters
• U.K. Pushes Back Against More Syria Strikes as U.S. Talks Tough
  Bloomberg
• Japan Protesters Call for ‘Liar’ Abe to Resign Over Scandal
  Bloomberg
• US banks open lending taps to corporate America
  WSJ
• Sharp Drops in Currencies Hint at Spreading Volatility
  WSJ
• China caught off guard by unpredictable Trump
  FT

Saturday, April 14, 2018

General

• Oil prices vulnerable to 'super spikes' again as geopolitics heats up
  CNBC
• Russia warns of 'consequences' for US-led strike on Syria
  CNBC
• Russia calls for UN meeting on Syria, mulls supplies of S-300 systems
  Bloomberg
• China opposes Western air strikes on Syria, calls for talks
  SCMP
• A $76,000 Monthly Pension: Why States and Cities Are Short on Cash
  NYT

Evening

• U.S., Britain, France launch air strikes in Syria
  Bloomberg
• U.S. Stocks Tumble With Banks Leading the Way Down: Markets Wrap
  Bloomberg
• Oil Posts Biggest Weekly Gain Since July Amid Global Conflict
  Bloomberg
• An ominous start to an earning season that was supposed to save this bull market
  CNBC
• Fed's Rosengren Digs In Over Warning U.S. Economy May Overheat
  Bloomberg
• With Russia on his mind, Trump looks for tougher approach on Syria: sources
  Reuters
• Trump Seeks Large Strike in Syria; Mattis Urges Caution
  WSJ

Friday, April 13, 2018

General

• Stocks Drop as Investors Turn on Banks, Financials: Markets Wrap
  Bloomberg
• Oil Set for Biggest Weekly Gain in 9 Months Amid Supply Risks
  Bloomberg
• Aluminum Set for Best Week in Three Decades
  Bloomberg
• Americans' Sentiment Falls More Than Forecast on Trade
  Bloomberg
• White House reportedly to increase trade pressure on China through new tariffs, investment barriers
  CNBC
• China's first quarter trade surplus with U.S. rises 19.4 percent year on year
  Reuters
• China's Credit Growth Trails Estimates Amid Debt Cleanup
  Bloomberg
• U.S. will not cede leadership in Latin America to 'authoritarian' states: commerce chief
  Reuters
• Trading Volumes Are at 2018 Lows as U.S. Investors Wait on Earnings
  Bloomberg
• JPMorgan Finds Goldilocks Moment in First-Quarter Volatility
  Bloomberg
• Threat of U.S.-Russia clash hangs over Syria
  Reuters
• Russian companies will feel severe effect from U.S. sanctions: Fitch
  Reuters
• Trump Wants Back Into the TPP. Not So Fast, Say Members.
  NYT
• China's Xi presides over large-scale naval display in South China Sea
  Reuters
• China Delays Deal Reviews as U.S. Trade Frictions Build
  WSJ
• White House Plans to Escalate Trade Pressure on China
  WSJ
• Global Banks Face Chill of Russian Sanctions
  WSJ
• China’s navy to conduct live-fire drills in Taiwan Strait
  FT
• There’s still a lesson Jay Powell could learn from Greenspan
  FT

Thursday, April 12, 2018

Evening

• Wall Street higher on earnings optimism, Syria worries ebb
  Reuters
• President Trump will meet with Defense Secretary Mattis, says decision on Syria strikes coming 'fairly soon'
  CNBC
• Fed's Core-Inflation Gauge Expected to Round Up to 2% Goal in March
  Bloomberg
• House GOP pushes back plans to vote on making individual tax cuts permanent
  CNBC
• Japanese Hunger for U.S. CLOs Exposes Market to More Volatility
  Bloomberg
• Subprime mortgages make a comeback—with a new name and soaring demand
  CNBC
• What Happened to the Oil Glut?
  WSJ
• Syrian military braces for potential strikes
  FT

General

• U.S. Stocks Advance as Syria Stress Eases: Markets Wrap
  Bloomberg
• Trump Weighs Strike Options on Syria as Allies Rally Over Attack
  Bloomberg
• Beijing says Xi speech wasn't a concession to US, it's ready to hit back at any escalation
  Reuters
• Trump economic advisor Larry Kudlow: Tariffs might come before negotiations with China
  CNBC
• China Says It Has a Detailed Plan to Hit Back at U.S. on Tariffs
  Bloomberg
• Chinese ambassador warns U.S. not to drag Latam into trade dispute
  Reuters
• China's New Crackdown on Regional Debt May Curb Bond Sales
  Bloomberg
• ECB Pushed for Continued Stimulus While Fretting Over Trade
  Bloomberg
• BlackRock ETF Flows Fall 46% as Volatility Hits Global Markets
  Bloomberg
• Hong Kong Monetary Authority holds fire as currency slumps to red line for the first time
  SCMP
• Erdogan Says Those Attempting to Wage ‘Economic Terror’ Will Pay
  Bloomberg
• Struggling Asia Dollar Bonds Face Pressure From China Supply
  Bloomberg
• Missiles ‘Will Be Coming’ at Syria, Trump Says. Beyond That Lies Uncertainty.
  NYT
• U.S., Russia Trade Threats Over Syria Strikes
  WSJ
• How a volatility virus infected Wall Street
  FT
• IMF’s Lagarde warns China on Belt and Road debt
  FT