Daily News Links

8811 posts

Wednesday, April 4, 2018

Evening

• Stocks Bounce Back From Trade Tremors, Bonds Fall: Markets Wrap
  Bloomberg
• U.S. Leaves Door Open to China Talks Amid Trade-War Fears
  Bloomberg
• Fed Officials Warn That Tariff Brawl Clouds Interest-Rate Path
  Bloomberg
• U.S. options hedging muted even as stocks approach February lows
  Reuters
• Gundlach betting against stocks because of bond yields and bitcoin
  CNBC
• Hedge Funds Remain Very Bullish on Tech, Morgan Stanley Says
  Bloomberg
• The United States is Starting a Trade War with China. Now What?
  NYT
• Tariff Showdown Shifts to Intense Negotiation Period
  WSJ
• The dangerous game of Sino-American tit-for-tat
  FT

General

• Stocks Pare Losses as Trade Dispute Reassessed: Markets Wrap
  Bloomberg
• Boeing, Ford lead list of casualties in China-U.S. trade spat
  Reuters
• China’s Counterpunch to Trump’s Tariffs Sparks Global Selloff
  Bloomberg
• China Strikes at Trump's Rural Heartland With Tariff on Soybeans
  Bloomberg
• Private payrolls grow by 241K in February vs. 205K est.: ADP/Moody's Analytics
  CNBC
• China $134 Billion Maturity Wave Could Trigger More Defaults
  Bloomberg
• U.S. Tariffs Aimed at China Give Japan New Reasons to Worry
  Bloomberg
• U.S. Announces Tariffs on $50 Billion of China Imports
  WSJ
• How Trump’s Tariffs Could Really Hurt China
  WSJ
• Bet Against Volatility? You Lost. Bet On It? You Lost Too!
  WSJ
• Donald Trump threatens tariffs on Chinese industrial goods
  FT
• Rise in volatility points to greater turbulence ahead
  FT
• Higher funding costs flash amber for financials
  FT
• America’s new digital cold war with China
  FT

Tuesday, April 3, 2018

Evening

• Stocks Surge, Bonds Retreat as Risk-On Resumes: Markets Wrap
  Bloomberg
• US names Chinese products under proposed tariffs, including robotics, information tech and aerospace
  CNBC
• No Ongoing White House Talks About Amazon Action, Sources Say
  Bloomberg
• Libor Keeps Rattling U.S. Stocks Even After Debut of Its Replacement
  Bloomberg
• Borrowers Lose Leverage as Corporate Bond Buyers Grab the Reins
  Bloomberg
• New York Fed Names John Williams as Its Next President
  Bloomberg
• Fed's Brainard warns about high asset prices even after the stock correction
  CNBC
• Donald Trump's tweets can't hurt Amazon, but here's how the government could crack down
  CNBC
• It’s So Bad in Illinois Its Bonds Pay Like a Reviled Jersey Mall
  Bloomberg

General

• Stocks Rebound in Volatile Trading; Bonds Decline: Markets Wrap
  Bloomberg
• China to Respond to New U.S. Duties With ‘Same Scale, Intensity’
  Bloomberg
• China imposed tariffs on U.S. products to 'balance losses': state media
  Reuters
• Trump Pushing for Preliminary Nafta Deal by Mid-April, Sources Say
  Bloomberg
• China’s Big Banks Are Turning to Short-Term Financing
  Bloomberg
• Bond Market Has A $745 Billion Bet Against the Dollar
  Bloomberg
• Panic Buying Turns to Panic Selling as Fast Money Cashes Out
  Bloomberg
• Gold Is Heading to $1,400 If Trade War Breaks Out, According to Sprott
  Bloomberg
• Kuroda says the Bank of Japan is talking about an exit from its huge stimulus program
  Reuters
• New York Fed launches U.S. Libor contender, slow takeup seen
  Reuters
• Manhattan Home Sales Tumble Most Since 2009 as Buyers Push Back
  Bloomberg
• China's banking regulator inspects large client loans
  Reuters
• Taiwan, China spar over Taiwan premier's independence remarks
  Reuters
• Looming China Trade Action Divides Industry and Roils Markets
  NYT
• The Fuel Powering Corporate America: $2.4 Trillion in Private Fundraising
  WSJ
• Momentum turns against Wall Street’s bull run
  FT
• European Central Bank’s marathon man moves to front of the pack
  FT

Monday, April 2, 2018

Evening

• Stocks Tumble on Tech Rout as Support Levels Fail: Markets Wrap
  Bloomberg
• Stocks Break Through Key Support Level, Portending a Bigger Drop
  Bloomberg
• U.S. Factory Gains Cool as Raw-Material Inflation Picks Up
  Bloomberg
• China hammers U.S. goods with tariffs as 'sparks' of trade war fly
  Reuters
• Volatility Trades Return to ETP Market
  Bloomberg
• For Quants Chasing Momentum It's a New Quarter, Same Bad Results
  Bloomberg
• Stocks Lose Critical Buyer at Worst Time
  Bloomberg

General

• Stocks Tumble on Tech Rout as Support Levels Fail: Markets Wrap
  Bloomberg
• Oil Extends Rally After U.S. Rigs Decline as Iran Risks Persist
  Bloomberg
• Quarter Begins With Investors Asking One Thing: Is Nowhere Safe?
  Bloomberg
• Trump to unveil China tariff list this week, targeting tech goods
  Reuters
• Rising Rates Sounding Alarm Bells for Debt-Laden U.S. Consumers
  Bloomberg
• Americans' Urge to Splurge Starting to Make Inflation Hawks Edgy
  Bloomberg
• Subprime New-Car Buyers Suddenly Go Missing From U.S. Showrooms
  Bloomberg
• Japanese Businesses Plan More Investment Even as Sentiment Slips
  Bloomberg
• China to Trial CDRs, Startup Listings to Lure Tech Firms Home
  Bloomberg
• China Retaliates Against Trump Tariffs With Duties on American Meat and Fruit
  WSJ
• China’s P2P lenders brace for renewed regulatory crackdown
  FT

Sunday, April 1, 2018

Evening

• Asian Stocks Set for Muted Start to Second Quarter: Markets Wrap
  Bloomberg
• China announces it's imposing new tariffs on 128 US products
  AP
• China's Response to U.S. Metals Tariffs Goes Into Effect Monday
  Bloomberg
• China March factory growth stronger than expected-official PMI
  Reuters
• The market is ‘right in the eye of the storm,’ and two charts show dark clouds ahead, says Bank of America analyst
  CNBC
• SocGen Warns of Late-Cycle Volatility Bursts in Months Ahead
  Bloomberg
• These Developing Countries Are Getting Old Before They Get Rich, With Dire Consequences
  WSJ

General

• Cash-out mortgage refis are back — will homes become ATMs again?
  MarketWatch
• Investors Continue to Abandon Risky Bond Funds
  WSJ
• Emerging market investors turn cautious on booming debt sales
  FT

Saturday, March 31, 2018

General

• These are the ways student loans stop people from buying a house
  CNBC
• China March Factory Gauge Rebounds as Export Demand Recovers
  Bloomberg
• EU Sours on Reviving Trade-Pact Push With U.S. Amid Tariffs Row
  Bloomberg
• Safe Haven Assets Are Moving Strangely: Why That Should Worry Investors
  WSJ
• Tesla Says Autopilot Was Engaged in Fatal Crash Under Investigation in California
  WSJ

Friday, March 30, 2018

General

• Asian Stocks Round Out a Tough Quarter With Gains: Markets Wrap
  Bloomberg
• Walmart Is in Early Talks With Humana, WSJ Reports
  Bloomberg
• Global mergers and acquisitions reached a record high in the first quarter
  Reuters
• BOJ Bid to Taper by Stealth Made Tougher by Supercharged Yen
  Bloomberg
• China's Biggest Stocks Suffer Worst Quarterly Loss in Two Years
  Bloomberg
• North Korea: Why Kim Jong Un came in from the cold
  FT

Thursday, March 29, 2018

Evening

• U.S. Stocks Surge to Cap Wild Quarter, Bonds Gain: Markets Wrap
  Bloomberg
• VIX Up 81% Shows Extent of Stock Market Pain in Jarring Quarter
  Bloomberg
• Convertible Bonds Look Combustible as Twitter to Tesla Slump
  Bloomberg
• Shrinking junk bond issuance keeps U.S. high-yield prices afloat
  Reuters
• More Pain Seen for Worst FX Strategy as Carry Traders Suffer
  Bloomberg
• US inflation rises to strongest level in a year
  FT

General

• Stocks Rebound After Volatile Week as Dollar Slips: Markets Wrap
  Bloomberg
• Consumer Sentiment in U.S. Surges to Highest Level Since 2004
  Bloomberg
• U.S. Consumer Spending Gain Lags Behind Income for Second Month
  Bloomberg
• U.S. Jobless Claims Decline to Lowest Level Since January 1973
  Bloomberg
• China warns US not to open Pandora's Box, unleash trade ills on world
  Reuters
• Draghi Studies Fed Exit as ECB's Guide on What to Do and Avoid
  Bloomberg
• ECB’s Knot Urges QE End to Help Wean World Economy Off Stimulus
  Bloomberg
• China is reportedly taking the first steps to pay for oil in yuan instead of US dollars this year
  Reuters
• Republicans Promised to Cut the Deficit. It’s Only Getting Worse
  Bloomberg
• Snowballing U.S. Volatility Is Dragging Asia Stocks Along With It
  Bloomberg
• China could target broad range of US businesses if trade spat worsens: China Daily
  Reuters
• China says U.S approach on trade sets bad precedent, may trigger domino effect
  Bloomberg
• U.S. office vacancy rate rises in first quarter: Reis
  Reuters
• White House Looks to Use Emergency Law to Halt Chinese Investment
  NYT
• Fed’s Harker, Seeing Stronger Inflation, Lifts His Outlook for Interest Rates
  WSJ
• Why Are States So Strapped for Cash? There Are Two Big Reasons
  WSJ
• US subprime mortgage bonds back in fashion
  FT
• Record ‘mega-deal’ surge pushes global takeovers beyond $1.2tn
  FT