Daily News Links

8811 posts

Wednesday, December 20, 2017

Evening

• Bonds Tumble, Equities Mixed as Tax Bill Passes: Markets Wrap
  Bloomberg
• 10 things you need to know about the new tax law
  MarketWatch
• Bitcoin, Bubbles and Tech: Google's Top Finance Searches of 2017
  Bloomberg
• The Outlook for Tech Stocks Grows Dimmer for 2018
  Bloomberg
• Leveraged Loans Face Less Cushion in a Crash
  Bloomberg

General

• Treasuries Down, Stocks Up as Tax Bill Progresses: Markets Wrap
  Bloomberg
• Oil Gains on Signals U.S. Stockpiles Fell More Than Expected
  Bloomberg
• Senate Passes U.S. Tax Overhaul Putting Trump on Brink of Big Win
  Bloomberg
• U.S. Sales of Existing Homes Climb to an Almost 11-Year High
  Bloomberg
• China Turning Screws on Leverage Creates Record Divide in Stocks
  Bloomberg
• HNA's Mounting Bond Cancellations Add to Funding Concerns
  Bloomberg
• Swedish central bank starts down road toward normalising policy
  Reuters
• Market’s Focus Turns to Kuroda's Plan for 2018
  Bloomberg
• What the Largest Tax Overhaul in 30 Years Means for Companies
  Bloomberg
• Bitcoin is biggest bubble of them all, and it’s the Fed’s fault, says Ron Paul
  CNBC
• Asia firms' sentiment rises to highest in almost seven years: Thomson Reuters/INSEAD
  Reuters
• Bank of Japan's record Q3 JGB holdings cast doubt on unwinding QE
  Reuters
• The Biggest Housing Bubble of Them All Might Be Norwegian
  Bloomberg
• Over Golf and an Airport Chat, Trump and GOP Hashed Out a Historic Tax Plan
  WSJ
• Tax Cuts to Test GOP’s Economic Pledges
  WSJ
• Congress Is on Brink of Tax Overhaul
  WSJ
• Forget stocks, it’s the bond market that could feel US tax cuts
  FT

Tuesday, December 19, 2017

Evening

• Stocks, Treasuries Down as House Passes Tax Law: Markets Wrap
  Bloomberg
• House Passes Sweeping Tax Cuts, Moving Trump Closer to Major Win
  Bloomberg
• U.S. Treasury Sales Are About to Double 2018. Who's Buying?
  Bloomberg
• China is reportedly having second thoughts about cracking down on country's ballooning debt
  CNBC
• China, Seeking Growth, Softens Focus on Cutting Debt
  WSJ
• Stimulus surge drives waves of speculation in Asia
  FT

General

• Stocks Mixed as Euro Climbs; Treasuries Decline: Markets Wrap
  Bloomberg
• U.S. Single-Family Housing Starts Rise to Highest in a Decade
  Bloomberg
• Holiday spending on track to be highest in at least 12 years: CNBC survey
  CNBC
• Central banks, trade and bubbles threaten the 2018 status quo
  Reuters
• IMF Warns One of Most Crowded Bond Trades Near Tipping Point
  Bloomberg
• Congress plays Santa for the stock market this year with a mega tax package
  CNBC
• ECB's Weidmann Predicts Wage Gains as He Seeks End Date for QE
  Bloomberg
• China Default Tied to Asset-Management Product Flags Risks
  Bloomberg
• Steinhoff Says Credit Facilities Increasingly Being Withdrawn
  Bloomberg
• Why South Africa's Steinhoff Could Be Next Enron: QuickTake Q&A
  Bloomberg
• Japan upgrades GDP growth forecast, CPI seen far below BOJ target
  Reuters
• Republicans face backlash over last-minute tax bill provisions
  FT
• Blockchain fervour evokes memories of dotcom bubble
  FT
• Companies drive borrowing binge to record $6.8tn in 2017
  FT

Evening

• Asian Stocks Hold Gains, Bond Yields Head Higher: Markets Wrap
  Bloomberg
• GOP Tax Bill Hands Biggest Benefits to Top Earners, Study Says
  Bloomberg
• Middle Class Gets 10% of Republican Tax Cut
  WSJ
• Money Markets Are Going Haywire, Blame the Government
  WSJ
• Trump Lays Out World View in Which Economic Strength Bolsters Security
  WSJ
• China’s HNA Group Seeking Sale of $6 Billion in Overseas Property
  WSJ
• U.S. says North Korea 'directly responsible' for 'WannaCry' cyber attack
  Reuters

Monday, December 18, 2017

General

• Stocks Gain on U.S. Tax Plan; Treasuries Decline: Markets Wrap
  Bloomberg
• Republicans confident tax bill to become law this week
  Reuters
• Market's Extreme Calm Will Likely Become a Thing of the Past
  Bloomberg
• HNA Liquidity in Question as Citic Bank Cites Repayment ‘Issues'
  Bloomberg
• The Mysterious Chinese Company Worrying the World
  Bloomberg
• Goldman Says Growth Is Bigger Fed-Hike Factor Than Market Thinks
  Bloomberg
• Broken bonds: The role Wall Street played in wiping out Puerto Ricans' savings
  CNBC
• Steady China home price growth in November as smaller city gains rise
  Reuters
• It Took Five Decades to Build Steinhoff. It Cratered in Two Days
  Bloomberg
• Trump in strategy document to cite China, Russia as competitors
  Reuters
• GOP Tax Bill Would Set Up Years of Challenges
  WSJ
• Low volatility will extract a price from investors
  FT

Sunday, December 17, 2017

Evening

• Asia Stocks Gain on U.S. Tax Plans, Bonds Retreat: Markets Wrap
  Bloomberg
• BOJ's Massive Bond Holdings Pace Seen Expanding Even More Slowly in 2018
  Bloomberg
• Government Shifts Gears on Fannie Mae, Freddie Mac
  WSJ
• Wildfires in California add to ‘horrific year’ of disaster losses
  FT

General

• No. 2 U.S. Senate Republican expects tax bill will pass, eyes Tuesday
  Reuters
• What’s in the Tax Bill, and How It Will Affect You
  NYT
• The Fast and the Financed: China’s Well-Funded Auto Startups Race to Overtake Tesla
  WSJ
• Bank of Japan meeting to end active month for central banks
  FT

Saturday, December 16, 2017

General

• GOP Charges to Tax-Cut Finish Line
  Bloomberg
• GOP Tax Plan Sets Higher Rate Than Expected on Offshore Earnings
  Bloomberg
• Merkel Ally Draws Red Line in Talks
  Bloomberg
• The Next Crisis for Puerto Rico: A Crush of Foreclosures
  NYT
• GOP Is Poised to Pass Sweeping Tax Overhaul
  WSJ
• Trump to accuse China of ‘economic aggression’
  FT

Evening

• Wall Street closes at records with tax overhaul in sight
  Reuters
• GOP releases its final tax plan — here's what's in it
  CNBC
• A Look at the Corporate Winners and Losers in Final Tax Measure
  Bloomberg
• This Was the Kind of Week Morgan Stanley Sees Going Away in 2018
  Bloomberg
• John Griffin to Shut Blue Ridge Capital Hedge Fund After 21 Years
  Bloomberg

Friday, December 15, 2017

General

• Stocks Jump as Prospects for Tax Overhaul Improve: Markets Wrap
  Bloomberg
• Here’s Where the GOP Tax Plan Stands Right Now
  Bloomberg
• Obstacles emerge as GOP races to tax finish
  The Hill
• Changes coming in the tax bill to be released Friday, and some of the reasons for them
  CNBC
• Fed officials are casting doubt on GOP claims that tax cuts will pay for themselves
  CNBC
• Japan’s Central Bank Tweaks Message as Dissenter Calls for More Easing
  Bloomberg
• World trade order in a wobble as Washington snubs WTO status quo
  Reuters
• Volatility Back With a Vengeance for Emerging-Market Stocks
  Bloomberg
• U.S. panel urges regulators to monitor financial innovation risks
  Reuters
• China’s HNA Keeps Striking Foreign Deals as Banks Wince and Investors Flee
  NYT
• Dollar-Funding Costs in Europe Highest Since Euro Crisis
  WSJ

Thursday, December 14, 2017

Evening

• Dollar Eyes Weekly Drop on Tax; Asia Stocks Fall: Markets Wrap
  Bloomberg
• Marco Rubio opposes current GOP tax plan; Mike Lee is undecided
  CNBC
• Central Banks Want World to Party On as They Remove Punch Bowl
  Bloomberg
• Mexico's central bank hikes interest rate on inflation risks
  Reuters
• Confidence Among Japan’s Manufacturers Rises to a Decade High
  Bloomberg
• ECB's Draghi sidelines critics to keep money taps wide open
  Reuters
• While focus is on North Korea, China continues South China Sea buildup: think tank
  Reuters
• Several Republican Senators Press for Late Changes in Tax Bill
  WSJ

General

• U.S. Stocks Rise, Euro Slips on ECB Inflation View: Markets Wrap
  Bloomberg
• U.S. Retail Sales Jump More Than Forecast in Broad Advance
  Bloomberg
• U.S. import prices surge in November
  Reuters
• Two GOP Senators Slam Tax Cuts for Rich, But How Will They Vote?
  Bloomberg
• ECB Keeps Policy Unchanged as Investors Seek Economic Update
  Bloomberg
• Euro-Area Activity Surges as Manufacturing Posts Record Growth
  Bloomberg
• PBOC Raises Market Borrowing Costs in Surprise Move After Fed
  Bloomberg
• Investors pour cash into U.S. shale despite questions on returns
  Reuters
• Debt-Laden HNA Met With Chinese Banks for 2018 Financing Talks
  Bloomberg
• China's Home Sales Reverse Declines for Biggest Gain in 5 Months
  Bloomberg
• Italy's Enron Moment? Crackdown Leaves Power Market in Turmoil
  Bloomberg
• Global Bonds Enjoy Final Lift Before European `Tsunami' Retreats
  Bloomberg
• The Story Behind Putin's Mistrust of the West
  Bloomberg
• The Global Economy Is Partying Like It’s 2008
  NYT
• House, Senate Republicans Reach Deal on Final Tax Bill
  WSJ
• A Christmastime Tax Cut for Some, a Lump of Coal for Others
  WSJ
• China Firms Ditch Bonds for Banks in Search for Funds
  WSJ