Daily News Links

8386 posts

Saturday, October 14, 2017

General

• China Credit Growth Exceeds Estimates Despite Debt Curb Vow
  Bloomberg
• Spain to take control of Catalonia if gets ambiguous reply on independence
  Reuters
• China confirms will amend party constitution, likely to include Xi's theories
  Reuters
• Trump’s speech sparks a new war of words between US, Iran
  AP

Evening

• Stocks, Bonds Rally as Inflation Debate Lingers: Markets Wrap
  Bloomberg
• Oil rallies nearly 2 percent on China import boost, U.S.-Iran tensions
  Reuters
• What’s at Stake for Oil Markets After Trump’s Iran Move
  Bloomberg
• Trump strikes blow at Iran nuclear deal in major U.S. policy shift
  Reuters
• BOJ's Kuroda does not see excesses building up in markets
  Reuters

Friday, October 13, 2017

General

• S&P, Nasdaq hit records on strong retail sales data
  Reuters
• U.S. Inflation Picks Up on Fuel Costs While Core Gauge Slows
  Bloomberg
• U.S. Retail Sales Rise Most Since 2015 on Storm-Related Lift
  Bloomberg
• Sen. Ted Cruz: Tax reform may not happen until early next year
  CNBC
• Trump Cuts Off Health-Insurer Subsidy, Threatening Obamacare Chaos
  Bloomberg
• ECB to Consider Cutting QE Purchases in Half Next Year
  Bloomberg
• ECB homes in on 9 more months of bond buying, at lower volumes
  Reuters
• Kuroda says BOJ to keep easy policy, tread different path from Fed, ECB
  Reuters
• A US debt ceiling crisis 'certainly would be rating relevant,' S&P says
  CNBC
• China Exports Remain Resilient as Rising Imports Signal Strength
  Bloomberg
• S&P warns: There's a worrying trend in emerging markets; Turkey and South Africa are prime examples
  CNBC
• Trump to End Subsidies to Health Insurers
  WSJ
• Central Bankers Use Moment of Calm to Debate How to Fight the Next Crisis
  WSJ
• ECB Official Warns About Impact of Extending Bond-Buying Programs
  WSJ
• Trump Interviews Stanford Economist John Taylor for Fed Chairman Job
  WSJ
• US demands World Bank overhaul of lending to China
  FT

Thursday, October 12, 2017

Evening

• Stocks Turn Lower, Dollar Gains as Crude Oil Drops: Markets Wrap
  Bloomberg
• Trump Is Angry About a Proposal in His Own Tax Plan, Sources Say
  Bloomberg
• White House: Trump is 'some time away' from Fed chair decision
  Reuters
• Trump meets economist John Taylor in Fed search - official
  Reuters
• Fed 'should defend' inflation target or risk losing credibility: Bullard
  Reuters
• U.S. Offers Proposal That Could Kill Nafta in 5 Years
  Bloomberg
• Trump's Iran plans driving EU toward Russia and China: Germany
  Reuters

General

• U.S. Stocks Slump, Dollar Gains as Crude Oil Drops: Markets Wrap
  Bloomberg
• U.S. producer prices increase as Harvey boosts gasoline prices
  Reuters
• New Fed chair could be set in next month: U.S. Treasury Secretary
  Reuters
• Powell odds-on favorite for Fed chair amid report Mnuchin is pushing for him
  CNBC
• Fed Still Puzzled by Inflation, but Rate Increase Is on Track
  NYT
• Brexit Talks Hit Deadlock as Both Sides Prepare for Cliff Edge
  Bloomberg
• China Wants a Win Where Draghi and Carney Fell Short
  Bloomberg
• Bitcoin hits a new record high above $5,200
  CNBC
• Missile Threats Aren't the Only Problem for South Korean Bonds
  Bloomberg
• Asked to explain 'calm before the storm' remark, Trump talks North Korea
  Reuters
• Say Goodbye to the China Bid
  WSJ
• Beijing Pushes for a Direct Hand in China’s Big Tech Firms
  WSJ
• Six Reasons Why China Matters
  WSJ
• The ECB’s self-imposed limits complicate its QE exit
  FT
• Investment banks ride leveraged loan boom
  FT
• Turkey and the West Clash, Pleasing Russia and Iran
  WSJ

Wednesday, October 11, 2017

Evening

• Wall Street ticks higher to record close; eyes on earnings, Fed
  Reuters
• Fed divide on inflation intensified at September policy meeting
  Reuters
• Goldman Has a New Way for You to Bet on the Next Banking Crisis
  Bloomberg
• Trump denies seeking nearly tenfold increase in U.S. nuclear arsenal
  Reuters
• Fed on Track to Raise Rates Despite Weak Inflation, Minutes Show
  WSJ
• Inflation cloud hangs over Federal Reserve
  FT

General

• Stocks Gain, With Japan at Decade High; Euro Rise: Markets Wrap
  Bloomberg
• Spain Turns Screws on Catalonia With Threat of Direct Control
  Bloomberg
• ECB Wrangling on Stimulus Find Common Ground on Rates, Sources Say
  Bloomberg
• Fed's Kaplan says low 10-year yield an 'ominous' sign
  Reuters
• Fed's Evans favors gradual approach to monetary normalization
  Reuters
• One Man’s Future May Foreshadow Xi’s Plans to Retain Power
  Bloomberg
• Financial leverage outside of banking system surpasses pre-housing crisis high, IMF warns
  CNBC
• Wealth manager warns on bond markets creating the 'biggest financial crisis of our lifetime'
  CNBC
• Global Regulators Play Bitcoin Whack-a-Mole as Demand Explodes
  Bloomberg
• BlackRock earnings easily beat Wall Street expectations as assets jump to almost $6 trillion
  CNBC
• Republicans to Trump and Corker: Please just stop
  Politico
• U.S. flies bombers over Korea as Trump discusses options
  Reuters
• Experts: North Korea Targeted U.S. Electric Power Companies
  CNBC
• Central bankers face a crisis of confidence as models fail
  FT
• Junk Bond Boom Reaches Far Corners of the World
  WSJ
• Fed Minutes Could Detail Views on Weak Inflation, Next Rate Rise
  WSJ
• IMF warns of ‘vulnerabilities’ that could derail global recovery
  FT
• Under Xi Jinping, China is turning back to dictatorship
  Financial Times
• Trump Sets Nafta Goals: Dilute Pact’s Force, Loosen Regional Bonds
  WSJ
• US muni bonds knocked by Trump’s Puerto Rico debt wipeout talk
  FT

Tuesday, October 10, 2017

Evening

• Wal-Mart helps Wall Street to new records, but techs curb gains
  Reuters
• Oil rises 2 percent on signs rebalancing underway
  Reuters
• The contest for next Fed chair is coming down to two pretty different choices
  CNBC
• Catalans Call Time Out on Independence Bid And Ask Spain to Talk
  Bloomberg
• President Trump’s fight with GOP leaders threatens tax reform
  CNBC
• Nobel Economist Thaler Says He's Nervous About Stock Market
  Bloomberg
• ‘Passive’ Investing Frenzy Pushes Vanguard to $4.7 Trillion in Assets
  WSJ
• Exclusive: U.S. warship sails near islands Beijing claims in South China Sea - U.S. officials
  Reuters

General

• U.S. Stocks Hit New Highs, Spanish Equities Drop: Markets Wrap
  Bloomberg
• Spain Readies Forces Able to Seize Catalan Leader Today
  Bloomberg
• Trump Allies Fear His Corker Feud Is Putting the GOP Tax Plan at Risk
  Bloomberg
• Working-Class Americans Face Growing Debt Burdens, Moody's Says
  Bloomberg
• Market just as dangerous as late 1990s, and bank stocks could 'come crashing down,' analyst Dick Bove warns
  CNBC
• Yuan Volatility Climbs With Spot After Strong Fix, Zhou Comments
  Bloomberg
• China Central Bank Boss Calls for Reform Amid Congress Countdown
  Bloomberg
• North Korea hacked allied war plans, Seoul lawmaker says
  FT
• Outgoing head of PBoC calls for urgent easing of capital controls
  FT
• North Korean missiles will be able to reach U.S. after modernization: Ifax cites Russian lawmaker
  Reuters

Monday, October 9, 2017

Evening

• U.S. Stocks Slip, Dollar Mixed as Gold Advances: Markets Wrap
  Bloomberg
• Trump-Corker spat complicates drive for tax reform in U.S. Senate
  Reuters
• 'Ball in your court:' Britain, EU clash over next Brexit move
  Reuters
• Ten Years Ago, the S&P 500 Hit Its Last Record Before the Financial Crisis
  WSJ
• Critic of the Establishment Challenges Japan’s Leader
  WSJ
• Trump’s feud with top Republican clouds agenda
  FT
• US relations with Turkey take another turn for worse
  FT
• Political hotspots across the globe keep investors cautious
  FT

General

• U.S. Stocks Fluctuate Near Record as Dollar Slumps: Markets Wrap
  Bloomberg
• Turkish Markets Tumble After Erdogan’s Feud With U.S. Escalates
  Bloomberg
• Lira Plunge a Reminder That Fed Isn't Only Emerging Market Risk
  Bloomberg
• Spain Warns Catalonia Independence Bid Risks Economic Meltdown
  Bloomberg
• China services sector growth falls to 21-month low in September: Caixin PMI
  Reuters
• ECB May Choose a Long, Slow Goodbye to Extraordinary Stimulus
  WSJ
• Republicans Worry About Keeping Trump’s Middle-Class Tax Promise
  Bloomberg
• Thaler, Famed for ‘Nudge’ Theory, Wins Nobel Economics Prize
  Bloomberg
• ECB still concerned about existing stock of bank bad loans: Mersch
  Reuters
• ECB’s Knot Warns of Market Correction as Risk May Be Underpriced
  Bloomberg
• The Economy Is Humming. Bankers Are Cheering. What Could Go Wrong?
  NYT
• Wall Street Firms Gambled on Puerto Rico. They’re Losing.
  NYT
• Transcript: Wolfgang Schäuble bids farewell to the eurogroup
  FT
• Head of ETF provider warns on concentration of holdings in bigger stocks
  FT
• ETF Trading Volume Slumps to Near Three-Year Lows
  WSJ
• Iran promises 'crushing' response if U.S. designates Guards a terrorist group
  Reuters

Sunday, October 8, 2017

Evening

• Lira Tumbles on Political Risk; China to Gain: Markets Wrap
  Bloomberg
• Turkish Lira Plunges After U.S. Suspends Some Visa Services
  Bloomberg
• Catalan President Unbowed Amid Mounting Pressure to Back Down
  Bloomberg
• Central Banks Pull Back as Global Growth Picture Brightens
  WSJ
• Wolfgang Schäuble warns of another global financial crisis
  FT
• Puerto Rico after the storm: an island on the edge
  FT

General

• Is this the melt-up in the stock market before Wall Street’s meltdown?
  MarketWatch
• Catalan independence declaration 'will have no effect', says Rajoy
  BBC
• 'Only one thing will work' with N Korea, says President Trump
  BBC
• Iran warns U.S. against imposing further sanctions
  Reuters
• Japan's Koike says her party offers centrist choice to voters
  Reuters