Daily News Links

8811 posts

Wednesday, December 6, 2017

Evening

• Asian Stocks Poised to Stem Losses; Dollar Gains: Markets Wrap
  Bloomberg
• Trump: Government shutdown 'could happen' Saturday
  CNBC
• S&P says U.S. fiscal loosening could spell ratings action
  Reuters
• Bond Traders Home In on Inflation Mystery as the Key to Winning 2018
  Bloomberg
• Bitcoin zooms above $13,000 to record high on relentless demand
  Reuters
• China Says It’s Open for Business. Foreign Firms Find It’s Not That Simple.
  NYT
• Wall Street Tells Frackers to Stop Counting Barrels, Start Making Profits
  WSJ
• Socialism, Capitalism Seen in New Light by Younger Americans
  WSJ
• Just how much money did the ECB lose on its Steinhoff investment?
  FT

General

• U.S. Stocks Avoid Worst of Selloff as Bonds Climb: Markets Wrap
  Bloomberg
• House tax positions begin to emerge ahead of talks with Senate
  Reuters
• Here's what the Senate's tax bill means for your wallet
  CNBC
• This Little-Known Tax Proposal Takes Aim at Your Trading Account
  Bloomberg
• Wall Street Has No Idea What's Going to Happen to Credit Markets in 2018
  Bloomberg
• The 2018 Outlook for Major Central Banks
  Bloomberg
• Da Vinci and 702 Rate Cuts Make BofA Bearish on Markets in 2018
  Bloomberg
• Copper Is Flashing Red as Stockpiles and Spreads Point Bearish
  Bloomberg
• Chinese private fund assets hit a staggering $1.63 trillion
  CNBC
• B-1B bomber joins U.S.-South Korea drills as tensions escalate
  Reuters
• California Republicans Push to Preserve Income-Tax Deduction
  WSJ
• US yield curve flattens at fastest pace since financial crisis
  FT
• End of an era for irrational complacency in markets
  FT
• Hunt for yield spurs return of esoteric crisis-era debt instrument
  FT

Tuesday, December 5, 2017

Evening

• U.S. Stocks Drop as Dollar Climbs With Treasuries: Markets Wrap
  Bloomberg
• House GOP leaders slam a last-minute business tax addition to the Senate tax bill
  CNBC
• British PM May faces pressure to soften Brexit divorce after EU exit deal crumbles
  Reuters
• Stock market ETFs are attracting a record-setting level of investor cash
  CNBC
• It Looks Like Another Rough Year for the Dollar in 2018
  Bloomberg
• Aetna’s Outgoing CEO Set to Reap About $500 Million if CVS Deal Closes
  WSJ

General

• U.S. Tech Shares Rebound as Metals Fall With Pound: Markets Wrap
  Bloomberg
• U.S. Trade Deficit Is Widest Since January
  Bloomberg
• Growth in U.S. Service Industries Cools From a 12-Year High
  Bloomberg
• State Street Says Short-Volatility Trades Are Storing Up Trouble
  Bloomberg
• Senate Bill ‘Bombshell’ Could Raise Taxes on Tech
  Bloomberg
• China’s Infrastructure Binge Is Set for a Major Slowdown
  BusinessWeek
• Anglo-Saxon Capitalism Gets the Blame for Financial Crises
  Bloomberg
• Stock market's crazy Monday could be a warning
  CNBC
• Bitcoin is a 'dangerous speculative bubble,' Yale expert says
  Bloomberg
• HNA's Units Are on a Borrowing Spree, Swallowing High Rates
  Bloomberg
• North Korea's nuclear ambitions at 'dangerous point,' and could threaten China's market rally, Stephen Roach warns
  CNBC
• The Trump bear market for bonds is fast arriving
  FT
• Companies Push to Repeal AMT After Senate’s Last-Minute Move to Keep It Alive
  WSJ

Monday, December 4, 2017

Evening

• Asia Stocks Set for Declines as U.S. Rally Ebbs: Markets Wrap
  Bloomberg
• Here are the tax plan differences the House and Senate still need to figure out
  CNBC
• House Republicans introduce 2-week stop-gap to fund government, children's health insurance program
  CNBC
• Brexit Breakthrough Fails as Irish Allies Flex Muscle With May
  Bloomberg
• GOP’s Late Changes to Tax Bill Buoy Key Industries
  WSJ
• Fears over debt load take shine off tax reform
  FT
• Republican reforms threaten corporate tax credits
  FT
• Kuroda’s ambiguity leaves traders guessing BoJ direction
  FT

General

• Tech Slides as Tax Plan Buoys Dow, S&P 500, Dollar: Markets Wrap
  Bloomberg
• Congress faces frantic week with possible shutdown, taxes, Russia
  Politico
• Congress Talks Tax Deal as Trump Signals Corporate Rate Retreat
  Bloomberg
• What We Know About Corporate Winners and Losers in U.S. Tax Bill
  Bloomberg
• Fed rate hike expected next week, three hikes expected in 2018: Reuters poll
  Reuters
• Hidden peril awaits China's banks as property binge fuels mortgage fraud frenzy
  Reuters
• BOJ's trim of bond purchases hints at 'stealth tapering'
  NikkeiAR
• Citi Stays Bullish on Commodities While Warning of Risk in China
  Bloomberg
• BlackRock and Vanguard Are Less Than a Decade Away From Managing $20 Trillion
  Bloomberg
• Tax Overhaul Marked by Blinding Speed
  WSJ
• Why Central Banks Continue to Put Asset Prices Out of Whack
  WSJ
• Passage of Senate Tax Bill Puts R&D Tax Credit in Doubt
  WSJ
• Debt redemption wave of $1tn looms in 2018
  FT

Evening

• Dollar, stock futures gain on U.S. tax cut progress
  Reuters
• Asian Banks See Funding Costs Rise, Making for Challenging 2018
  Bloomberg
• Tax reform could hit certain states harder than others
  CNBC
• South Korea, U.S. kick off largest air exercise amid North Korean warnings
  Reuters
• Overseas Investors (Finally) Join the U.S. Stock-Market Party
  WSJ

Sunday, December 3, 2017

General

• Greece, lenders reach deal on reforms under bailout review
  Reuters
• Turkey's Erdogan says businessmen moving assets abroad are 'traitors'
  Reuters
• Big six US banks add $170bn to trading firepower
  FT

Saturday, December 2, 2017

General

• Senate Passes Major Business, Individual Cuts: Tax Debate Update
  Bloomberg
• The Biggest Sticking Points Between Senate and House Tax Bills
  Bloomberg
• Fear of missing out keeps investors in stocks despite risks
  Reuters
• China airs 'strong dissatisfaction' over U.S. statement to WTO: Xinhua
  Reuters
• Senate Passes Sweeping Revision of U.S. Tax Code
  WSJ
• Top Fed Official Sees No Need for Fiscal Stimulus at Time of Solid Growth
  WSJ

Friday, December 1, 2017

General

• Stocks Fall as Flynn Said to Implicate Trump Team: Markets Wrap
  Bloomberg
• Flynn prepared to testify against President Trump - report
  ABC
• European Stocks Hit Two-Week Low as Tech Shares Extend Selloff
  Bloomberg
• Oil Extends Gains as OPEC Prolongs Production Curbs Through 2018
  Bloomberg
• China Stocks Set for Worst Week This Year as State Cools Gains
  Bloomberg
• Here’s Where the GOP Tax Plan Stands Right Now
  Bloomberg
• Senate grapples with tax cut plan's impact on U.S. deficit
  Reuters
• Three ways Trump's latest pick could really shake up the Federal Reserve
  CNBC
• November was best month for euro zone factories in over 17 years: PMI
  Reuters
• China Bans Unlicensed Micro-Lending, Curbs Rates to Limit Risks
  Bloomberg
• Falling Sydney Prices Drive a Slowdown in Australian Property
  Bloomberg
• Tencent Drops Suddenly as Shares Set for Worst Week in 21 Months
  Bloomberg
• Trump puts talks to boost China economic ties on ice
  FT

Thursday, November 30, 2017

Evening

• Asia Stocks Pare Gains as U.S. Equity Futures Drop: Markets Wrap
  Bloomberg
• Republicans rewriting tax bill — and won’t vote tonight
  Politico
• The Senate tax bill has hit a snag, votes to continue Friday
  CNN
• Senate pushes back tax bill vote as setback hits in final hours
  CNBC
• Senate tax bill would fall $1 trillion short of paying for itself after economic growth, congressional analysis says
  CNBC
• OPEC Agrees to Extend Oil Cuts Until the End of 2018
  Bloomberg
• Investors Are Piling Into Retail ETFs After Holiday-Fueled Rally
  Bloomberg
• Trump: China's North Korea diplomacy appears to have 'no impact on Little Rocket Man'
  Reuters
• Senate Bill Hits Obstacle Over Deficit Concern
  WSJ
• Senate Tax Plan Won’t Pay for Itself, Congressional Analysis Says
  WSJ
• China Inflames U.S. Ire in Steel Dispute
  WSJ

General

• U.S. Stocks Gain on FANG Rebound as Crude Climbs: Markets Wrap
  Bloomberg
• Senate tax drama enters complicated end-game
  Reuters
• U.S. Consumer Spending Cools While Inflation May Encourage Fed
  Bloomberg
• Bank of Korea Leads the Way in Asia With Interest-Rate Hike
  Bloomberg
• BIS Warns Central Banks That Policy Caution Has Its Perils Too
  Bloomberg
• Trump nominates Marvin Goodfriend for Fed governor post
  Reuters
• China Factory Gauge Unexpectedly Rises as Global Demand Firms Up
  Bloomberg
• Flattening Curve Aside, Bonds Haven't Been This Calm Since 1979
  Bloomberg
• U.S. warns North Korean leadership will be 'utterly destroyed' in case of war
  Reuters
• Corporate Tax Rate in Flux as Senate Votes to Open Debate
  WSJ
• Is China’s Central Bank Losing Its Monetary-Policy Mojo?
  WSJ
• After 12 years of leadership, Merkel fatigue spreads in Germany
  FT
• Hedge funds eye juicy returns of esoteric trends
  FT
• Hunt for yield drives record sales of long-dated EM debt
  FT