Daily News Links

8598 posts

Monday, September 18, 2017

Evening

• Banks, chips help Wall St. scale record levels
  Reuters
• Carney Says U.K. Rate Increase Looms in Brexit-Hobbled Economy
  Bloomberg
• Student Debt Delays Millennials' Home Purchases by Seven Years
  Bloomberg
• U.S. Homebuilder Sentiment Falls on Storm-Related Supply Concern
  Bloomberg

General

• Stocks Climb as Fed Week Kicks Off; Gold Declines: Markets Wrap
  Bloomberg
• Forget Default: Deutsche Reckons Debt Market Risk Lies Elsewhere
  Bloomberg
• Skilled labor shortage clouds U.S. building industry outlook: survey
  Reuters
• In shedding bonds, Fed aims for boring end to crisis-era measures
  Reuters
• Here’s How Tax Reform Could Squeeze the Middle Class
  Bloomberg
• Wall Street’s Trillion-Dollar Monopoly Has Repo Traders on Edge
  Bloomberg
• China Home Prices Rise in Fewer Cities in Property Slowdown
  Bloomberg
• 'Frothy' Assets Spark Concerns as Cash Floods Indian Markets
  Bloomberg
• Korean peninsula draws range of military drills in show of force against North Korea
  Reuters
• Trump's dark view of North Korea options
  Axios
• ‘We’ve Been Breached’: Inside the Equifax Hack
  WSJ
• China vs US: Who is copying whom?
  FT

Sunday, September 17, 2017

Evening

• Yen Falls as Havens Retreat; Stocks Climb in Asia: Markets Wrap
  Bloomberg
• Everything You Need To Know About Tax Reform Is In This One Sentence
  Forbes
• Global debt may be understated by $13 trillion: BIS
  Reuters
• Muted inflation a trillion-dollar puzzle, says BIS
  Reuters

General

• Greek backtracking on reforms may prolong next review: ECB official
  Reuters
• Haley says U.N. has exhausted options on North Korea
  Reuters
• Trump’s Deal Rejection Puts U.S. Policy on Chinese Investment in Focus
  WSJ
• Investors focus on growing global bond market weakness
  FT

Saturday, September 16, 2017

General

• Fed meeting could trigger stock sector rotation
  Reuters
• Rising credit card delinquencies to add to U.S. banks' worries
  Reuters
• North Korea says seeking military 'equilibrium' with U.S.
  Reuters
• China the difficult bargain for investors and politicians alike
  FT

Friday, September 15, 2017

General

• Dollar Slips on Retail Sales Letdown; Pound Jumps: Markets Wrap
  Bloomberg
• U.S. Retail Sales Fall After Weaker Results in Prior Months
  Bloomberg
• U.S. Factory Output Declines as Harvey Hits Refining, Chemicals
  Bloomberg
• One-Time BOE Dove Sees Case for Imminent Rate Hike
  Bloomberg
• Euro zone wage growth surges, making ECB taper more likely
  Reuters
• Bitcoin is plunging again and has now lost a third of its value this week
  CNBC
• North Korea's latest missile traveled farther, flew higher than its last
  CNBC
• Secretary of State Rex Tillerson calls on 'all nations to take new measures' against North Korea
  CNBC
• Inside Trump's dalliance with Democrats
  Politico
• China Sees $19 Trillion in State Assets Defusing Debt Bomb
  Bloomberg
• Spain passes measures to control Catalan finances ahead of independence vote
  Reuters
• 'Dangerous arms race' on the Korean Peninsula: Seoul's worrying response to Pyongyang missile
  CNBC
• North Korea Puts Guam in Range With Missile Test Over Japan
  Bloomberg
• World Hunger Worsens as War and Climate Shocks Hit Food Security
  Bloomberg
• Central Banks Edge Away From Easy Money as BOE Signals Rate Rise
  WSJ
• Tech Firms Find Washington Isn’t So Hands-Off Anymore
  WSJ

Thursday, September 14, 2017

Evening

• Yen Jumps, S&P Futures Fall After Missile Launch: Markets Wrap
  Bloomberg
• North Korea fires missile from Pyongyang toward the east: South Korea
  Reuters
• Trump says no decision yet on Fed chair; 'respects' Yellen
  Reuters
• Fannie-Freddie Won't Be Addressed Until Next Year, Mnuchin Says
  Bloomberg
• With $600 Million 'Blank Check' IPO, VCs Experiment on Startup Listings
  Bloomberg

General

• Stocks Decline on North Korea as BOE Lifts Pound: Markets Wrap
  Bloomberg
• Oil Rises to Five-Week High Near $50 on Stronger Demand Outlook
  Bloomberg
• U.S. Inflation Picks Up, Ending Five-Month Streak of Misses
  Bloomberg
• Fed Officials Admit They’ve Lost Some Credibility on Inflation
  Bloomberg
• Bitcoin Tumbles as Chinese Exchange Says It Will Halt Trading
  Bloomberg
• Investors most fearful of the market since before Trump's election
  CNBC
• Bank of England May Hike Rates Within Months
  Bloomberg
• China's Economy Cools Again
  Bloomberg
• China Home Sales Grow at Slowest Pace in Almost Three Years
  Bloomberg
• Hong Kong Commercial Property Prices Triple Over Past Decade
  Bloomberg
• North Korea threatens to 'sink' Japan, reduce U.S. to 'ashes and darkness'
  Reuters
• How Man-made Earthquakes Could Cripple the U.S. Economy
  Politico
• What Trump Can Do to Prevent the Next Crash
  NYT
• Meet the Earth’s Largest Money-Market Fund
  WSJ
• Corporate bondholders heighten market risk
  FT
• The ECB’s story on Target2 doesn’t add up
  FT

Wednesday, September 13, 2017

Evening

• U.S. Stocks Push to Records as Oil, Dollar Climb: Markets Wrap
  Bloomberg
• Oil Rises to Five-Week High as Outlook for Demand Brightens
  Bloomberg
• U.S. government posts $108 billion deficit in August
  Reuters
• Inflation is heating up with some help from the hurricanes
  CNBC
• Trump Blocks China-Backed Bid for Lattice Over Security Risk
  Bloomberg
• Trump: 'The rich will not be gaining at all' with my tax reform plan
  CNBC
• Fearing Russia, Sweden holds biggest war games in 20 years
  Reuters
• To coin a craze: Silicon Valley’s cryptocurrency boom
  FT
• Rate expectations and a tale of two central banks
  FT

General

• U.S. Equities Pull Back From Records as Oil Climbs: Markets Wrap
  Bloomberg
• Oil Climbs as IEA Sees Fastest Demand Growth in Two Years
  Bloomberg
• Wholesale Prices in U.S. Increase on Jump in Energy Costs
  Bloomberg
• Mortgage applications leap nearly 10% on lowest rates in almost a year
  CNBC
• Act or Wait? Fed Debate Heats Up After Inflation Misses Target
  Bloomberg
• Republicans suspicious of ‘Democrats’ Cohn and Mnuchin as tax plans take shape
  Politico
• Yuan Fixing Takes Center Stage, Again
  Bloomberg
• Leon Cooperman Says Market Correction Could Start ‘Very Soon’
  Bloomberg
• North Korea defiant over U.N. sanctions as Trump says tougher steps needed
  Reuters
• Brazil's top court approves new graft probe of President Temer
  Reuters
• An Inflation Surprise Could Leave Bond Investors Aching
  WSJ
• Goldman Banks on Lending to Grow
  WSJ
• How the dollar’s weakness is the rest of the world’s problem
  FT
• Foreign Investors Snap Up Chinese Bank Debt
  WSJ

Tuesday, September 12, 2017

Evening

• Stock Rally to Extend in Asia as Bond Drop Deepens: Markets Wrap
  Bloomberg
• Mnuchin Threatens More Sanctions on China Over North Korea
  Bloomberg
• Jamie Dimon Slams Bitcoin as a ‘Fraud’
  Bloomberg
• North Korea sanctions 'nothing compared to what will have to happen': Trump
  Reuters
• US to target Chinese banks unless Beijing gets tough on N Korea
  FT

General

• Stocks Rise as Dollar Edges Higher; Oil Climbs: Markets Wrap
  Bloomberg
• Trump Plans Aggressive Road Show to Sell Tax Overhaul
  Bloomberg
• GOP lawmakers jittery over lack of tax reform details
  Politico
• Lenders, investors breathe easier as hurricane waters recede
  Reuters
• China's Banks Are Leading a Surge in Overseas Lending, McKinsey Says
  Bloomberg
• Why China's big meeting will matter for US markets
  CNBC
• China's Consumers Haven't Been This Confident in Two Decades
  Bloomberg
• Hong Kong Finance Chief Warns Again of Property Risk on Fed
  Bloomberg
• Japan Banks Turn to Private Equity, Hedge Funds to Stoke Returns
  Bloomberg
• Hedge Funds Used to Love Betting Against China. Now, Not So Much
  Bloomberg
• Exclusive: Trump to weigh more aggressive U.S. strategy on Iran - sources
  Reuters
• U.K. Inflation Jumps More Than Forecast to Match 4-Year High
  Bloomberg
• India Consumer Prices Rise 3.36%, More Than Forecast
  Bloomberg
• North Korea warns U.S. of 'greatest pain', rejects sanctions
  Reuters
• Houston’s Unsinkable Housing Market Undaunted by Storm
  NYT
• Renminbi extends slide as PBoC lowers midpoint fix
  FT
• China to Shut Bitcoin Exchanges
  WSJ
• Gold Is Flashing Inflation, Not North Korea
  WSJ
• North Korea’s opaque trading network keeps economy afloat
  FT