Daily News Links

8386 posts

Friday, May 12, 2017

Evening

• Wall St. slips as bank, industrial stocks drag
  Reuters
• G7 finance chiefs warn U.S. not to upset global growth
  Reuters
• Ransomware infections reported worldwide
  BBC
• US rises to the top of the list of major markets with big political risk
  CNBC

General

• Dollar, Stocks Slip as Treasuries Rise Amid Data: Markets Wrap
  Bloomberg
• U.S. Reaches Deal to Allow Exports of Natural Gas, Beef to China
  Bloomberg
• Rebound in U.S. Consumer Prices Shows Inflation Stabilizing
  Bloomberg
• Gain in U.S. Retail Sales Suggests Slowdown Was Temporary
  Bloomberg
• Popular Low-Volatility Game Returning 4,000% May End in Tears
  Bloomberg
• China's April loans growth highlights debt challenge
  Reuters
• China's Bonds Extend Worst Streak of Weekly Declines Since 2013
  Bloomberg
• China's Bond Market Dilemma: Where Are the Traders?
  Bloomberg
• Hong Kong Dollar Selloff Risks Kneecapping the City's Stocks
  Bloomberg
• Faster German Growth Buoys Draghi's Firming Euro-Area Pickup
  Bloomberg
• China yield curve inverted as regulators target leverage risk
  FT
• Eurozone bank and high-yield bond yields show striking divergence
  FT
• Singapore, a Rising Home for Quiet Money, Comes Under Pressure
  NYT

Thursday, May 11, 2017

Evening

• U.S. Stocks Drop as Treasuries Rise, Crude Rallies: Markets Wrap
  Bloomberg
• Four Charts That Show China's Equity Selloff Is Getting Ugly
  Bloomberg
• Loonie, Bank Bonds Drop as Moody's Downgrades Canada Lenders
  Bloomberg
• Fed Plan for Gradual Rate Hikes Is Starting to Look Complacent
  Bloomberg
• Goldman Expects the Fed to Do More as Financial Conditions Prove Resilient
  Bloomberg
• Hedge Funds Are Facing a U.S. Criminal Probe Over Bond Valuations
  Bloomberg
• Crazy times and calm markets make odd bedfellows
  FT, Tett

General

• U.S. Stocks Fall as Oil Leads Commodities Rebound: Markets Wrap
  Bloomberg
• Rebound in U.S. Wholesale Prices Signals Inflation Pressures
  Bloomberg
• Jobless-Benefit Rolls at 28-Year Low Show U.S. Labor Tightness
  Bloomberg
• Dudley Says Fed May Begin Paring Balance Sheet This Year or Next
  Bloomberg
• Domestic Retail Buyers Are Propping Up the U.S. Credit Market
  Bloomberg
• China April vehicle sales notch steepest fall in 20-months on tax hike
  Reuters
• Elusive Inflation Amid Faster Growth Makes ECB Task More Complex
  Bloomberg
• ECB's Constancio Says Loose Policy for Longer Is Safer Bet
  Reuters
• Money From Chinese State Giants Helped Fund Aluminum Stockpile
  WSJ
• Peak emerging markets heave into view
  FT
• Mario Draghi riled by Dutch MPs in public grilling
  FT
• Trump Administration, Senators Put Fannie, Freddie Overhaul Back in Play
  WSJ
• How ‘Brexit’ Could Alter London, the World’s Banker
  NYT

Wednesday, May 10, 2017

Evening

• U.S. Stocks Boosted by Oil Rally as Dollar Slips: Markets Wrap
  Bloomberg
• Fed's Rosengren Favors Three More 2017 Hikes to Foil Overheating
  Bloomberg
• Delay seen, again, on Trump growth agenda after Comey sacking
  Reuters
• China's $246 Billion Foreign Buying Spree Is Unraveling
  Bloomberg
• Bond Market Volatility Plunges to Lowest Since August '14: Chart
  Bloomberg
• What Happens When Central Banks Stop Buying Bonds?
  WSJ
• Buying Into the Turmoil: Investors Embrace the Risks
  NYT

General

• U.S. Stocks Unperturbed by Comey, Dollar Slips: Markets Wrap
  Bloomberg
• Comey Ouster Threatens to Backfire on Troubled White House
  Bloomberg
• China Bond Yield Jumps by Most in Three Months as Rout Deepens
  Bloomberg
• China’s Factory Prices Ease as Commodity Market Surge Abates
  Bloomberg
• Draghi Says Too Early to Declare ECB Success as Growth Firms
  Bloomberg
• BOJ's Kuroda: Not thinking now about how to change BOJ's policy mix
  Reuters
• As China's banks swap corporates for retail borrowers, risks rise
  Reuters
• Mortgage applications rise 2% as more buyers hit the spring market
  CNBC
• It's not just the VIX - low volatility is everywhere
  Reuters
• Auto Loan Fraud Is Soaring in a Parallel to the Housing Bubble
  Bloomberg
• China opening up its bond markets, but currency seen as major barrier
  Reuters
• ETF industry vaults past $4 trillion in assets mark
  FT
• Appetite returns for riskier US corporate debt
  FT
• Investors line up for spate of junk bond sales
  FT
• The Surprising Losers From the VIX’s Decline
  WSJ
• Rich, Young Chinese Are Buying Overseas Properties on Their Smartphones
  WSJ
• U.S. decision to arm Syrian Kurds threatens Turkey: foreign minister
  Reuters

Tuesday, May 9, 2017

Evening

• Trump fires Comey
  Politico
• Senate Democratic leader Schumer calls for special prosecutor in Trump-Russia probe
  CNBC
• U.S. Stocks Mixed as Oil Slumps, Dollar Advances: Markets Wrap
  Bloomberg
• Fed's George says balance sheet should be trimmed this year
  Reuters
• Fed Won’t Sink MBS Market as Balance Sheet Slims, Rosengren Says
  Bloomberg
• Shale Drillers Are Outspending the World With $84 Billion Spree
  Bloomberg
• U.S. Oil Output to Hit a Record in 2018
  Bloomberg
• Goldman Sachs CEO Lloyd Blankfein says the market's low volatility is worrisome
  CNBC
• Apple Becomes First U.S. Company to Cross $800 Billion Valuation
  Bloomberg
• Allan Meltzer, Who Wrote History of Federal Reserve, Dies at 89
  Bloomberg
• Emmanuel Macron’s Economic Plans for France Draw Pushback
  WSJ

General

• U.S. Stocks Rise With Dollar as Crude Slumps Anew: Markets Wrap
  Bloomberg
• Iron Ore Sags Again as Forced-Sale Speculation Gathers Momentum
  Bloomberg
• Oil steadies but rattled by concern about OPEC's clout
  Reuters
• China's Deleveraging Pain Puts Investors on Alert for Contagion
  Bloomberg
• As China's battle with leverage begins to bite, risk bites back
  Reuters
• Bejing's crackdown on risky debt is throwing Chinese investors for a loop
  CNBC
• China's central bank to focus on impact on stability of non-bank financial institutions: working paper
  Reuters
• The Big Risks in China's 'Tightrope' Monetary Policy
  Bloomberg
• Italian Bonds May Be Traders' Next Obsession After French Vote
  Bloomberg
• Republicans war over taxes
  Politico
• Australia Boosts Housing Regulations Amid Property Bubble Fears
  Bloomberg
• Worsening Budget Puts Turkey Treasury on Borrowing Spree: Charts
  Bloomberg
• Liberal Moon Jae-in expected to win South Korea's presidency: exit polls
  Reuters
• Buying Spree Brings Attention to Opaque Chinese Company
  NYT
• Macron’s Brand New Party Shoots for Parliament Takeover
  WSJ
• Tightened Belt: China Skimps on Its Grand Trade Plan
  WSJ

Monday, May 8, 2017

Evening

• U.S. Stocks Mixed, VIX at 24-Yr Low as Bonds Drop: Markets Wrap
  Bloomberg
• China's Stock Shakeout Creates Most Divided Market in 15 Years
  Bloomberg
• China has now become the biggest fear for markets
  CNBC
• Trump review of Wall Street rules to be done in stages: sources
  Reuters
• Forget Taxes, Warren Buffett Says. The Real Problem Is Health Care.
  NYT

General

• U.S. Stocks Slip, Dollar Gains After French Vote: Markets Wrap
  Bloomberg
• French vote quashes euro political risk trade
  Reuters
• Macron is France's next president — here’s what happens next
  CNBC
• What Analysts Are Saying About Macron's Victory
  Bloomberg
• China’s Exports Remain Resilient as Global Demand Recovers
  Bloomberg
• Iron Ore Revival Snuffed Out as ‘Weakest Commodity’ Drops Again
  Bloomberg
• Fed's Mester Warns Against Falling Behind With Rate-Hike Pace
  Bloomberg
• Fed's goals largely met, U.S. rate hikes on track: Mester
  Reuters
• Australian Business Confidence Jumps to Highest in Seven Years
  Bloomberg
• China credit squeeze dents global growth
  FT
• French Election Victor Emmanuel Macron’s ‘New Deal’ for Europe Faces Old German Doubts
  WSJ
• The ECB’s dilemma is when to trigger the turning point
  FT
• Federal Reserve warned over maintaining big balance sheet
  FT
• Italy’s bad debt problem refuses to go away
  FT
• Risk of dollar shortage hits investors’ radar
  FT

Sunday, May 7, 2017

Evening

• Reaction Muted to France Result After Macron Win: Markets Wrap
  Bloomberg
• Macron wins French presidency by emphatic margin: projections
  Reuters
• Euro Seen Advancing as Le Pen Concedes Defeat in French Election
  Bloomberg
• China's Deleveraging Bill Tops $500 Billion
  Bloomberg
• ObamaCare vote throws curve into tax reform
  The Hill
• Trump’s Fiscal Plans, Fed’s Asset Unwinding Could Fuel Rate Rise
  WSJ
• Traders Are Fleeing the Options Market
  WSJ
• Wall Street’s hopes for deregulation switch from laws to watchdogs
  FT

General

• Macron favourite as France votes for new president, early turnout low
  Reuters
• France to Choose Macron or Le Pen, Globalization or Populism
  Bloomberg
• China Reserves Rise a Third Month Amid Tighter Capital Controls
  Bloomberg
• Fed's Williams Stands by Hike Outlook as Unemployment Drops
  Bloomberg
• FX Traders Losing Confidence in Dollar With Few Catalysts to Buy
  Bloomberg
• Macron and Le Pen Face Off in French Election Pitting Vision of Globalization Against Nationalism
  WSJ
• Labor Shortage Squeezes Builders
  WSJ
• World Bank warns of China debt risk from backdoor local borrowing
  FT

Saturday, May 6, 2017

General

• Kuroda says BOJ facing 'challenging' situation amid low inflation
  Reuters
• Regulator in China Takes Aim at Anbang Insurance Group
  NYT
• Puerto Rico: A Debt Problem That Kept Boiling Over
  NYT
• Senate Tackles Rewrite on GOP Health-Care Bill
  WSJ