Daily News Links

8811 posts

Wednesday, March 28, 2018

Evening

• Asia Stocks Set to Gain; Yen Drops as Dollar Rises: Markets Wrap
  Bloomberg
• Tech, Once Again, Weighs on Stocks as Dollar Jumps: Markets Wrap
  Bloomberg
• Trump's China tariffs may not begin until June -U.S. officials
  Reuters
• Quant Style Crash That Strategists Warned About Finally Arrives
  Bloomberg

General

• Stocks Mixed on Renewed Tech Woes; Dollar Rises: Markets Wrap
  Bloomberg
• U.S. Economic Growth Revised Higher on Spending, Inventories
  Bloomberg
• Libor's Ascent Is New Culprit for Hedged Treasury Yields Near 0%
  Bloomberg
• The Lesson From Stock Corrections Past? 200 Days of Pain
  Bloomberg
• Traders Scratching Heads as Tech Turmoil Meets Month End
  Bloomberg
• China Beige Book Shows Economy May Be Losing Steam
  Bloomberg
• Troubled China Conglomerate Puts All Properties on Block
  Bloomberg
• Alan Fournier Shuts 17-Year-Old Hedge Fund Pennant Capital
  Bloomberg
• China says North Korea pledges denuclearization during friendly visit
  Reuters
• Kim’s Message for Trump: China Is Back on Our Side
  Bloomberg
• Warning Sign: Tech Stocks Are Dominating Global Markets Like Never Before
  WSJ
• Greasing the levers: rising debt costs a challenge for private equity
  FT

Tuesday, March 27, 2018

Evening

• Asia Stocks Tip Losses After U.S. Tech Slides: Markets Wrap
  Bloomberg
• Tech Rout Punishes U.S. Stocks as Treasuries Surge: Markets Wrap
  Bloomberg
• U.S. Weighs Use of Emergency Law to Curb Chinese Takeovers
  Bloomberg
• Treasuries Finally Give In to Tech Turmoil
  Bloomberg
• Fed's Bostic sympathetic to adopting price-level targeting
  Reuters
• The How, What and Why of Spiraling Borrowing Costs for Aussie Banks
  Bloomberg

General

• U.S. Stock Rally Fades After Surge in Asia, Europe: Markets Wrap
  Bloomberg
• Oil Advances as Easing Trade Tensions Counter Oversupply Fears
  Bloomberg
• Home Prices in 20 U.S. Cities Advance More Than Forecast
  Bloomberg
• Gold is breaking out, and a perfect storm may be brewing for a bigger rally
  CNBC
• Dow’s 670-point surge belies fact that stock market is on the brink of an absolute breakdown
  MarketWatch
• Headspinning Swings for S&P 500 Are Raising Stakes for Traders
  Bloomberg
• China's Riskier Borrowers Escape Deleveraging and Sell Abroad
  Bloomberg
• China's Big Banks Stage Profit Comeback as Bad Loans Recede
  Bloomberg
• Deutsche Bank Chairman Holds Talks With CEO Candidates
  Bloomberg
• Exclusive: Satellite images reveal show of force by Chinese navy in South China Sea
  Reuters
• The Post-World War II Order Is Under Assault From the Powers That Built It
  NYT
• Behind the Rise of China’s HNA: The Chairman’s Brother
  NYT
• Libor’s Rise Accelerates, Squeezing Short-Term Borrowers
  WSJ
• 10 Years After The Crisis
  WSJ
• Bostic Says Fiscal Policy Is Creating More Uncertainty for the Fed
  WSJ
• Wall Street Bankers Get Biggest Raise in Four Years
  WSJ
• Investors cool on ETFs
  FT

Monday, March 26, 2018

Evening

• Asia Stocks Gain as Trade Fears Subside; Yen Falls: Markets Wrap
  Bloomberg
• Stocks Jump in Best Day Since 2015 as Dollar Falls: Markets Wrap
  Bloomberg
• U.S. seeks China trade moves on autos, financials, chips: source
  Reuters
• Fed's Mester sees U.S. rate hikes this year and next
  Reuters
• Fiscal policy is 'spinning out of control': Ex-GAO head under Clinton and Bush
  CNBC
• Hot Money Rushes Out of BlackRock's Core S&P 500 Fund
  Bloomberg
• Venture Capital Surges Into Crypto Startups
  Bloomberg
• Trump Administration Seeks Freer Hand for U.S. Companies in China
  WSJ
• Homeowners Ditch Refinancings as Mortgage Rates Rise
  WSJ

General

• Stocks Advance, Bonds Fall as Trade Fears Subside: Markets Wrap
  Bloomberg
• China's premier pledges to open markets in a bid to avert a trade war with the US
  CNBC
• Bond Traders Face Gut-Check in Record $300 Billion U.S. Auctions
  Bloomberg
• ‘Vulnerable’ Stocks and Record U.S. Debt Sales Dominate the Week
  Bloomberg
• FTC Confirms Facebook Probe Over Privacy Practices
  Bloomberg
• In Xi's China Even the PBOC Governor Can't Get Around the Party
  Bloomberg
• Chinese Oil Contract to Rival U.S. WTI and U.K.'s Brent Is Born
  Bloomberg
• US-China trade deficit is set to keep on rising, Yale's Stephen Roach says
  CNBC
• China's outstanding NCDs hit record high despite clampdown
  Reuters
• Quants' Footprint in Tech Hit Record Just as Selloff Accelerated
  Bloomberg
• Wall Street Bankers' Average Bonus Jumps to Highest Since 2006
  Bloomberg
• Trump administration orders 60 Russian officers out of the US over UK poisoning incident
  CNBC
• Auto Dealers Worry New Vehicle Prices May Be Getting Too High
  WSJ

Sunday, March 25, 2018

Evening

• Asia Stocks Signal More Losses Amid Trade Tensions: Markets Wrap
  Bloomberg
• Mnuchin: Trump not afraid of a trade war with China - Fox News
  Reuters
• Mnuchin ‘Hopeful’ Truce Can Be Reached With China on Trade
  Bloomberg
• Reports of Williams Heading to New York Fed Spur Backlash
  Bloomberg
• China Is About to Shake Up the Oil Futures Market
  Bloomberg
• U.S., China Quietly Seek Trade Solutions After Days of Loud Threats
  WSJ
• New York Fed Eyes John Williams as Its Next Leader
  WSJ
• How $9 Trillion Bond Market Adds Up to Zero for Japanese Traders
  WSJ
• Market pressure gauge flashes a red alert
  FT
• America First’ Bears a New Threat: Military Force
  NYT

General

• Take Five: World markets themes for the week ahead
  Reuters
• China's new finance minister says some tax changes coming
  Reuters
• Five things to know about new Trump adviser John Bolton
  The Hill
• China air force drills again in South China Sea, Western Pacific
  Reuters
• China warns of strong response to US tariffs
  Financial Times
• For U.S. Farmers, China Tariffs’ Timing Is Harsh
  WSJ
• Split Over Keeping Bankers Out of Trouble
  WSJ
• Health-Insurance Premiums Loom as Election Issue
  WSJ
• China asserts Communist party control over PBoC
  FT
• Financial markets fail to reflect the eurozone time-bomb in Italy
  FT

Saturday, March 24, 2018

General

• Stocks Tumble in Biggest Weekly Decline Since 2016: Markets Wrap
  Bloomberg
• China warns US it will defend own trade interests
  Reuters
• Top economists and business leaders weigh in on the risks of a US-China trade war
  CNBC
• Conservatives rip Trump for signing massive spending bill that ignores many of their priorities
  CNBC
• San Francisco Fed's Williams Is N.Y. Fed Frontrunner, WSJ Says
  Bloomberg
• For the U.S. and China, a Technology Cold War That’s Freezing Over
  NYT
• Trade war risk dominates investors’ radar screens
  FT

Friday, March 23, 2018

General

• Stocks Fluctuate as Trump Fuels Tension; Oil Rises: Markets Wrap
  Bloomberg
• Gold’s ‘Good Week’ Gets Better as Trade War Ignites Haven Demand
  Bloomberg
• Oil Gains as Trump Picks Iran Hawk Bolton as Security Adviser
  Bloomberg
• Trump Threatens Spending Bill Veto, Raising Prospect of Shutdown
  Bloomberg
• China responds to Trump tariffs with proposed list of 128 US products to target
  CNBC
• From Boeing to Soybeans, China Has a Long Retaliation List
  Bloomberg
• China urges U.S. to 'pull back from brink' as Trump unveils tariffs
  Reuters
• U.S. accuses China of stealing patents in WTO complaint
  Reuters
• U.S. Corporate Borrowers Have an Overseas Investor Problem
  Bloomberg
• Rising U.S. bank funding costs: Five pressure points for markets
  Reuters
• High-Yield Outflows Begin to Take a Toll on New Issuance Market
  Bloomberg
• Half Last Week's Record Stock Inflows Just Got Yanked Back Out
  Bloomberg
• Canadian Inflation Accelerates to Fastest Pace in Three Years
  Bloomberg
• Exclusive: U.S. warship sails near disputed islands in South China Sea, officials say
  Reuters
• The US and its Asia Pacific allies are boosting security ties — that could upset China
  CNBC
• For super-hawk Bolton, 'Surrender is Not An Option'
  Reuters
• Beg, Borrow or Steal: How Trump Says China Takes Technology
  NYT
• House Passes Mammoth Spending Bill
  WSJ
• Money Markets Are Messed Up, With Real Consequences
  WSJ
• Happy Bipartisan Budget Blowout Day
  WSJ
• ‘Rolldown’ Shows Why the Bond Market Is an Unfriendly Place to Hide
  WSJ
• Volatility Swings Reach New Milestone
  WSJ
• US tariffs target China industrial policy, not trade deficit
  FT

Thursday, March 22, 2018

Evening

• Asia Stocks Brace for Losses; Yen Climbs Past 105: Market Wrap
  Bloomberg
• China Plans Reciprocal Tariffs on U.S. Products
  Bloomberg
• Stocks Drop Most in Six Weeks on Trade War Tension: Markets Wrap
  Bloomberg
• Trump slaps China with tariffs on up to $60 billion in imports: 'This is the first of many'
  CNBC
• Chinese Ambassador Warns of ‘Trade War’ Over Trump Tariffs
  Bloomberg
• Trump Replaces McMaster With Bolton as National Security Adviser
  Bloomberg
• U.S. House Passes Spending Bill as Senators Consider Forcing a Shutdown
  Bloomberg
• House passes $1.3 trillion spending bill as Congress scrambles to avoid government shutdown
  CNBC
• Trump, Xi enter rockier phase as U.S.-China trade fight heats up
  MarketWatch
• Surging Money Rates 10,000 Miles From Fed Flag Warning for RBA
  Bloomberg
• The market is having a hard time adjusting to a new day at the Fed
  CNBC
• Human Driver Could Have Avoided Fatal Uber Crash, Experts Say
  Bloomberg
• Trump’s Trade Threats Put China’s Leader on the Spot
  NYT

General

• Stocks Drop, Bonds Rally as Trade Tensions Rise: Markets Wrap
  Bloomberg
• Trump to Announce $50 Billion in China Tariffs, Sources Say
  Bloomberg
• US vows to defend farmers from possible China trade action against soybeans
  CNBC
• China blames U.S. for staggering trade surplus as tariffs loom
  Reuters
• Congress Rushes Toward Spending Vote to Prevent Shutdown
  Bloomberg
• Congress just released its massive spending bill: Here's what's in it
  CNBC
• Americans' Economic Expectations Match Highest Level Since 2002
  Bloomberg
• Rents are rising at the fastest pace in almost two years
  CNBC
• China’s Central Bank Raises Borrowing Costs After Fed Hikes
  Bloomberg
• Cracks Are Starting to Appear in the Global Economy's Momentum
  Bloomberg
• Chinese paper says China should prepare for military action over Taiwan
  Reuters
• Trump Plans to Slap Stiff Tariffs and Investment Restrictions on China
  NYT
• U.S. to Apply Tariffs on Up to $50 Billion of Chinese Imports
  WSJ
• U.S., China Sharpen Trade Swords
  WSJ
• Biggest Three Banks Gobble Up $2.4 Trillion in New Deposits Since Crisis
  WSJ
• Sorry, But The Fed Will Be Safe Not Sorry
  WSJ
• Fed chair Powell sets tone with first policymaking meeting
  FT
• Jay Powell fails to sway investors following the ‘dot plot’
  FT
• Fed’s rate signals belie benign financial conditions
  FT
• Triple B risks lurking in the US credit market
  FT
• IMF warns of mounting debt crisis risk in poor countries
  FT