Daily News Links

8386 posts

Saturday, September 30, 2017

General

• Trump Ramps Up Fed Chair Search With Decision Due Within Weeks
  Bloomberg
• U.S. Government Talks Directly With North Korea, Tillerson Says
  Bloomberg
• Spanish police move in to stop banned Catalan independence referendum
  CNBC
• China's Central Bank Unveils Targeted Lending Plan to Aid Growth
  Bloomberg
• China Signals Robust Growth as Factory Gauge Hits Five-Year High
  Bloomberg
• China central bank says will maintain prudent, neutral monetary policy
  Reuters
• Turkey's Erdogan says Iraqi Kurdish authorities "will pay price" for vote
  Reuters

Friday, September 29, 2017

Evening

• U.S. Stocks Hit Records, Bonds Fall on Fed Chair: Markets Wrap
  Bloomberg
• Bond yields jump on report former Fed official Kevin Warsh met with President Trump
  CNBC
• Trump and Mnuchin Met With Warsh to Discuss Fed Chair
  Bloomberg
• Cohn Says Ending State, Local Tax Break Up for Negotiation
  Bloomberg
• Credit Investors Start to Say ‘Enough.’ At Least Sometimes.
  Bloomberg

General

• Dollar Pressured After Strong Week; Bonds Advance: Markets Wrap
  Bloomberg
• Oil's September Surge Propels Bull Market Run on Demand Optimism
  Bloomberg
• U.S. Consumer Spending Cools on Drop in Vehicle Purchases
  Bloomberg
• The Fate of Trump’s Tax Cut Rests With These Six Senators
  Bloomberg
• Cryptocurrencies Drop as South Korea Bans ICOs, Margin Trading
  Bloomberg
• Crisis in Catalonia: What You Need to Know
  Bloomberg
• Here’s how bad economically a Spain-Catalonia split could really be
  Bloomberg
• UK on track for rate hike in 'relatively near term' - Carney
  Reuters
• Chinese Money Is Still Leaking Into the World's Housing Markets
  Bloomberg
• Default Fears Make Some China Local Bonds Lemons of the Market
  Bloomberg
• Deutsche Bank Rating Cut by Fitch as Cryan Turnaround Stalls
  Bloomberg
• Treasury Secretary Steven Mnuchin: GOP Tax Plan Would More Than Offset Its Cost
  WSJ
• Republican Tax Plan Quickly Hits First Hurdle
  WSJ
• How Does the Trump Tax Plan Affect You? WSJ Answers Your Questions
  WSJ
• China’s party congress will show Xi’s supremacy
  FT
• China’s central bank guides renminbi to 5-week low
  FT

Thursday, September 28, 2017

Evening

• Asian Stocks Round Out Strong Quarter With Caution: Markets Wrap
  Bloomberg
• Stocks Mixed as Bonds, Dollar Slump on Tax Plan: Markets Wrap
  Bloomberg
• Fed's Fischer says important that QE reversed
  Reuters
• Puerto Rico Bondholders Face Bigger Loss as Hurricane Toll Grows
  Bloomberg
• Toronto, London and these other major housing markets are in a risky bubble, UBS says
  CNBC
• Cohn Says Trump Is Committed to Ending Carried Interest ‘Loophole’
  Bloomberg
• Carney's BOE Celebration Reopens Crisis Wounds Among Key Figures
  Bloomberg
• Iran will drop nuclear deal if U.S. withdraws, foreign minister tells al Jazeera
  Reuters

General

• Bond Rout Persists on Tax Plan, Rates; Euro Gains: Markets Wrap
  Bloomberg
• U.S. Second-Quarter Growth Revised Upward to 3.1% Annual Pace
  Bloomberg
• Trump advisor Gary Cohn says we can pay for the entire tax cut through economic growth
  CNBC
• $5 trillion question for Trump tax plan: How to pay for it?
  AP
• 'Frothy' markets remind me of 2007, and rising rates could kill the rally, Stephen Roach warns
  CNBC
• Japan PM Abe Dissolves Lower House, Calls Snap Election
  Bloomberg
• Fed's Rosengren Says `Regular and Gradual' Tightening Warranted
  Bloomberg
• What Catalan’s Secession Vote Means to Investors
  Bloomberg
• Here’s Where the Most Millionaires Are Being Minted
  Bloomberg
• China will boost imports to make trade structure more balanced: commerce ministry
  Reuters
• South Korea expects more North Korea provocations mid-October
  Reuters
• Bannon’s Back and Targeting China
  Bloomberg
• Wealth Grew Broadly Over 3 Years, but Inequality Widened
  NYT
• Winners and Losers Under the Trump Tax Plan
  WSJ
• What Awaits Wall Street in Trump Tax Plan
  WSJ
• Abe Foes Unite, Threatening His Rule in Japan
  WSJ
• Chinese Yuan Continues Its Drop Against the Dollar
  WSJ
• Value of private equity dealmaking at highest level since 2007
  FT

Wednesday, September 27, 2017

Evening

• Bonds Slide as Dollar Climbs on Tax Plan, Economy: Markets Wrap
  Bloomberg
• U.S. Stocks Surge, Dollar Rises on Trump Tax Plan: Markets Wrap
  Bloomberg
• Trump proposal slashes taxes on businesses, the rich; fuels deficit worries
  Reuters
• U.S. tax plan puts reflation trade back on investors' radar
  Reuters
• Long After Deal, Debt Limit Disruption Lives on in Repo Market
  Bloomberg
• The top 1% of Americans now control 38% of the wealth
  CNBC
• GOP Tax Overhaul Aims for Corporate Cuts, Simpler Code
  WSJ
• Spanish unity faces stern test with Catalonian poll
  FT

General

• Stocks, Dollar Rise on Fed, Tax Plans; Bonds Fall: Markets Wrap
  Bloomberg
• Oil in Bull Market Nears $52 on Signs U.S. Stockpiles Declined
  Bloomberg
• Trump's Tax Overhaul Will Slash Rates for Companies, Individuals
  Bloomberg
• Trump's tax plan to propose deep U.S. rate cuts, lacks revenue details
  Reuters
• What Puerto Rico’s Catastrophe Means for Bondholders
  Bloomberg
• Boeing UK contracts 'jeopardised' over Bombardier row
  BBC
• Early China Data Hint at Slowing Momentum Amid Factory Clampdown
  Bloomberg
• Chinese Economy Has 'Darker Story' Ahead, China Beige Book Says
  Bloomberg
• Trump: military option for North Korea not preferred, but would be 'devastating'
  Reuters
• There’s One North Korea Taboo China’s Leaders Won’t Talk About
  Bloomberg
• Schaeuble Is Ready to Leave Finance Ministry to Lead Bundestag
  Bloomberg
• German FDP demands policy change as price for coalition with Merkel
  Reuters
• Iraqi Kurdish leader says 'yes' vote won independence referendum
  Reuters

Tuesday, September 26, 2017

Evening

• Yen Weakness to Support Japan Stocks After Yellen: Markets Wrap
  Bloomberg
• Yellen Says Imprudent to Stay On Hold Until Inflation at 2%
  Bloomberg
• Yellen Gradualism Doesn't Mean Policy Halt as Fed Presses Ahead
  Bloomberg
• GOP tax plan could trash the value of two popular tax breaks
  CNBC
• U.S. consumer confidence slips; new home sales hit eight-month low
  Reuters
• Fed's Bostic Says He's Comfortable With a December Rate Increase
  Bloomberg
• Stop sugarcoating the housing market: Economist warns that buyers face increasing troubles
  CNBC
• China still stocking up on metals and credit, private survey says
  CNBC
• Meet the hottest thing in hedge funds right now: the 'crypto-fund'
  CNBC
• Puerto Rico bonds plunge again as investors face lower recovery than expected
  CNBC
• Yellen warns against moving ‘too gradually’ to tighten policy
  FT
• Trump says US willing to use military option against North Korea
  FT

General

• Euro Slide Deepens as Stocks Drift; Gold Retreats: Markets Wrap
  Bloomberg
• Oil near 26-month high as Turkey threatens to choke Kurdish exports
  Reuters
• Republican tax plan expected to include new 'pass-through' business rate
  Reuters
• Trump Says Puerto Rico in 'Deep Trouble' as Storm Adds to Debts
  Bloomberg
• ‘This Is Chaos’: Sweltering Puerto Rico on Day 6 Without Power
  Bloomberg
• Home Prices in 20 U.S. Cities Increase More Than Forecast
  Bloomberg
• Case-Shiller home price index rose 5.9% in July
  CNBC
• Citi Is Bringing Back One of the Most Infamous Bets of the Credit Crisis
  Bloomberg
• Singapore Cryptocurrency Firms Facing Bank Account Closures
  Bloomberg
• North Korea bolsters defenses after flight by U.S. bombers as rhetoric escalates
  Reuters
• U.S. Commerce Secretary Ross tells China to guarantee fair treatment for U.S. firms
  Reuters
• Turkey threatens retaliation after Iraqi Kurdish independence vote
  Reuters
• The GOP Tax Plan: Tough Choices With Limited Room to Maneuver
  WSJ
• Steven Mnuchin, a Newcomer, Tilts at Washington’s Hardest Target: The Tax Code
  WSJ
• Bond markets need to wake up to global upswing
  FT
• China’s state-owned business reform a step in the wrong direction
  FT

Monday, September 25, 2017

Evening

• Havens Climb on North Korea as Stocks Point Lower: Markets Wrap
  Bloomberg
• Sen. Susan Collins says she will vote 'no' on Obamacare repeal bill, likely dooming it
  CNBC
• Economists at the Fed are worried about its ability to respond to future crises
  CNBC
• China's Curbs, Debt Woes Bring Developers Crashing Back to Earth
  Bloomberg
• Global Markets on Edge After Politics Back in Spotlight
  Bloomberg
• Fed policymakers clash on outlook for inflation
  Reuters
• Dudley Says Fed to Maintain Gradual Tightening; Evans Is Wary
  Bloomberg
• Turnout high as Iraqi Kurds defy threats to hold independence vote
  Reuters
• Turkey Warns Iraq Kurds It Can ‘Close the Valves’ on Oil Exports
  Bloomberg

General

• U.S. Stocks Sink as North Korea Escalates War Talk: Markets Wrap
  Bloomberg
• North Korea's Foreign Minister Says Trump Comments Amount to Declaration of War
  Bloomberg
• Fed's Dudley Says He Sees Inflation Restraints Proving Temporary
  Bloomberg
• GOP Revises Obamacare Repeal Bill Likely Headed for Defeat
  Bloomberg
• Merkel’s Bloc Regroups After ‘Nightmare Victory’ in Germany
  Bloomberg
• China Developers Plunge as Government Expands Tightening
  Bloomberg
• ECB becoming more confident about inflation rebound: Draghi
  Reuters
• Merkel hangs on to power but bleeds support to surging far right
  Reuters
• Abe’s Future Hinges on Margin of Victory in Snap Election
  Bloomberg
• Crypto-Mania Grips Hong Kong as City Looks for Life Beyond Banks
  Bloomberg
• Turkey's Erdogan threatens to cut off oil flow from Iraq's Kurdish area over referendum
  Reuters
• As China Piles on Debt, Consumers Seek a Piece of the Action
  NYT
• Ignore the Fed’s Yield Sign at Your Peril
  WSJ
• German Results Reflect European Unease Over Identity, Economy
  WSJ
• Merkel faces complex coalition talks as grip on power weakens
  FT
• World’s Largest Money-Market Fund Will Lower Its Returns, Shed Risk
  WSJ

Sunday, September 24, 2017

Evening

• Euro Falls as Merkel Faces German Coalition Test After Win
  Bloomberg
• Merkel Chastised as Far-Right Surge Taints Fourth-Term Win
  Bloomberg
• New Zealand Dollar Declines After Inconclusive Election Result
  Bloomberg

General

• Trump cranks up North Korea threats as Pyongyang holds anti-U.S. rally
  Reuters
• Merkel Seeks Fourth Term as Germans Vote in Federal Election
  Bloomberg
• German election 2017: All you need to know about the vote
  CNBC
• Germans warned against apathy as Merkel heads for fourth term
  Reuters
• Trump to Get Tax Plan That Targets 20% Corporate Rate
  Bloomberg
• Yellen and Cohn Said to Be on Shortlist to Lead Federal Reserve
  NYT
• Leveraged Loans Are Back and on Pace to Top Pre-Financial Crisis Records
  WSJ
• The Global Stock Market’s Hidden Juice
  WSJ
• Russia and China quietly build business bonds
  FT