Daily News Links

8598 posts

Monday, August 14, 2017

Evening

• Stocks Surge, Havens Retreat as Korea Fears Wane: Markets Wrap
  Bloomberg
• Kim reviews Guam strike plan as Mattis issues stark warning
  CNN
• North Korea's Kim puts army on alert; U.S. warns it can intercept missile
  Reuters
• Trump signs measure on Chinese trade practices, says it's 'just the beginning'
  CNBC
• Trump orders China IP probe as business groups urge caution
  Reuters
• Fed's Dudley Says He Still Favors Another Rate Hike in 2017
  Bloomberg
• U.S. Stock Buybacks Are Plunging
  Bloomberg
• China's Stability at Stake as the Next Generation of Money Men Rises
  Bloomberg
• China's Economic Speed Bump May Reignite Corporate Bond Defaults
  Bloomberg
• Wanda's Bonds Trade Like They're Junk Despite AAA China Rating
  Bloomberg
• Korea tensions ease slightly as U.S. officials play down war risks
  Reuters
• Trump Signs Order Increasing Trade Pressure on China
  WSJ
• American genius is under attack from China
  FT, Wilbur Ross
• Japan’s ETF addiction stores up risk for the future
  FT

General

• Stocks Bounce and Havens Drop as Korea Fears Abate: Markets Wrap
  Bloomberg
• After a Summer Bond Binge, Signs of Angst Are Growing in the Market
  Bloomberg
• China's Economic Growth Dials Back
  Bloomberg
• US tax change proposals anger builders, real estate agents, charities
  Reuters
• China's Property Slowdown Means Peak of Growth Cycle Has Passed
  Bloomberg
• China Home Sales Grow at Slowest Pace in More Than Two Years
  Bloomberg
• Chinese state newspaper says Trump trade probe will 'poison' relations
  Reuters
• China's real estate investment growth slowed in July from June, as government curbs continued
  Reuters
• Skepticism Mounts (Again) About the Next Fed Rate Hike
  WSJ
• China Sets Its Banks on Scramble for Funding
  WSJ
• Margin Pressure Ahead for U.S. Companies
  WSJ
• Trump aides seek to placate China ahead of trade move
  FT

Sunday, August 13, 2017

Evening

• Korea Angst Shows Signs of Abating as Stocks Rise: Markets Wrap
  Bloomberg
• Japan Second-Quarter GDP Up 4%, Beating Estimates
  Bloomberg
• Trump Finds Tackling China Trade Is Harder Than It Sounds
  Bloomberg
• China's Xi Grapples With Rising Cost of Supporting Kim Jong Un
  Bloomberg
• Either China's Bond Market Or Commodities Are Getting It Wrong
  Bloomberg
• Record ETF inflows fuel price bubble fears
  FT
• It is crunch time for Donald Trump on trade
  FT

General

• Guam, Japan prepare for possible North Korea missile launch
  CNN
• Britain says Brexit talks should move to next phase, as ministers show unity
  Reuters
• Mario Draghi faces easing dilemma as strong euro sparks concern
  FT
• Trump’s Easing of Postcrisis Wall Street Rules Gains Momentum
  WSJ
• Short sellers target high-flying US technology stocks
  FT
• Why the Federal Reserve’s job will get harder
  FT

Saturday, August 12, 2017

General

• Trump Is Ready to Turn Up the Heat on China Over IP Transfers
  Bloomberg
• China's Xi Seeks to Calm North Korea Tensions in Call With Trump
  Bloomberg
• Trump's China trade crackdown coming Monday
  Politico
• Trump reportedly plans to call for China intellectual property probe on Monday
  Reuters
• In call with Trump, China's Xi urges restraint over North Korea
  Reuters
• Minutes from missiles, Guam islanders get to grips with uncertain fate
  Reuters
• India's Military Said to Increase Alert Along Tense China Border
  Bloomberg

Evening

• Signs of Junk Seepage in Biggest Weekly S&P 500 Drop Since March
  Bloomberg
• Gold Surges to Highest Since Early June on Tame U.S. Inflation
  Bloomberg
• August, When All the Traders Take Off and Drama Hits the Markets
  Bloomberg
• Tesla Boosts Bond Sale to $1.8 Billion for Model 3
  Bloomberg
• Russia says bellicose rhetoric on North Korea is 'over the top'
  Reuters
• Trump Warns North Korea ‘Military Solutions’ Are ‘In Place, Locked and Loaded’
  WSJ

Friday, August 11, 2017

General

• U.S. Stocks Stabilize, Dollar Slips on Price Data: Markets Wrap
  Bloomberg
• Global stocks, dollar extend slide as U.S., North Korea tensions intensify
  Reuters
• Trump: military solutions 'locked and loaded' against North Korea threat
  Reuters
• U.S. Inflation Remains Subdued as Core Index Misses Forecasts
  Bloomberg
• Trump Doubling Down on Rhetoric Rattles South Korean Markets
  Bloomberg
• War Threats Deliver Worst Blow in a Year to Europe Credit: Chart
  Bloomberg
• Fed Taper Plan Brings Risk to Mortgage Debt Unseen in Treasuries
  Bloomberg
• China's economic problems are exactly why its global influence is expanding
  CNBC
• The next crash risk is hiding in plain sight
  FT, Tett
• North Korea, Trump’s ‘Fire and Fury’ Leave Beijing With Few Options
  WSJ
• North Korea steps closer to end-game in nuclear quest
  FT
• How Silicon Valley rediscovered LSD
  FT

Thursday, August 10, 2017

Evening

• Stocks Drop Most Since May, Bonds Rally on Tension: Markets Wrap
  Bloomberg
• VIX's Highest Close Since Election Sparks Record Rush to Protect
  Bloomberg
• A 47% VIX Surge Isn't How Bulls Hoped August Would Start
  Bloomberg
• Junk Bonds Slump as Morgan Stanley Sees a Bigger Unwind Ahead
  Bloomberg
• Dudley Says Inflation Will ‘Take Some Time’ to Reach Fed's Goal
  Bloomberg
• Exclusive: Foundations for post-Libor system sliding into place
  Reuters
• Consumer Comfort Reaches 16-Year High on U.S. Economic Optimism
  Bloomberg
• U.S. Inflation Is Finally Picking Up. Probably
  Bloomberg
• Vancouver Housing Posts Biggest Price Gains Since 1990
  Bloomberg
• Today’s Financial Crisis: We Forgot the Financial Crisis of 2007
  WSJ
• Chinese top official warns economy ‘kidnapped’ by property bubble
  FT
• Trump issues stern warning to North Korea and its leader
  Reuters
• Any new Korean war could quickly escalate to catastrophe
  Reuters

General

• U.S. Stocks Slump, Volatility Spikes on Korea Spat: Markets Wrap
  Bloomberg
• Gold Beats U.S. Stocks as North Korea Worries Drive Haven Demand
  Bloomberg
• U.S. producer prices record biggest drop in 11 months
  Reuters
• Junk Yields Lining Up With Treasuries Sign of Bubble for BofA
  Bloomberg
• Buoyant bitcoin stirs crypto-bubble fears
  Reuters
• China may be hurting its own banks by forcing them to drop risky assets
  CNBC
• A Missing Tycoon’s Links to China’s Troubled Dalian Wanda
  NYT
• Pentagon plan for pre-emptive strike on North Korea would reportedly launch from base in Guam
  CNBC
• North Korea details Guam missile plan, calls Trump's warning a 'load of nonsense'
  Reuters
• China seethes on sidelines amid latest North Korea crisis
  Reuters
• Exclusive: U.S. destroyer challenges China's claims in South China Sea
  Reuters
• Supranational debt issuance more than doubles in a decade
  FT

Wednesday, August 9, 2017

Evening

• Asia Stems Equity Drop as Angst Fades; Gold Drops: Markets Wrap
  Bloomberg
• U.S. Stocks Slip, Treasuries Rise on Korea Tension: Markets Wrap
  Bloomberg
• Gold Rises Along With North Korea Tensions
  Bloomberg
• Long-Only Mutual Funds Have Turned Into the Stock Market's Daredevils
  Bloomberg
• The Quant Fund Robot Takeover Has Been Postponed
  Bloomberg
• Hong Kong's Crowded Currency Trade Enters Dangerous Territory
  Bloomberg
• SNB's U.S. Stock Portfolio Hit Record $84.3 Billion in June
  Bloomberg
• Aug. 9, 2007: The Day the Mortgage Crisis Went Global
  WSJ
• Chinese crackdown on dealmakers reflects Xi power play
  FT
• Has Permian Peaked? Wall Street Worries About Its Sure Thing
  WSJ
• Canadian Private-Equity Giant Catalyst Accused of Fraud by Whistleblowers
  WSJ
• U.S. Defense Secretary issues stark warning to North Korea
  Reuters
• What the U.S. Military Does on Guam and Why North Korea Cares: Q&A
  Bloomberg

General

• Havens Jump Amid North Korea Threats; Stocks Slide: Markets
  Bloomberg
• South Korea Stocks, Won Drop After Trump's `Fire, Fury' Warning
  Bloomberg
• Yen hits 8-week high vs dollar on latest bout of Korean tensions
  Reuters
• U.S. Productivity Gains Accelerate While Pace Remains Tepid
  Bloomberg
• Ten Years of Firefighting Leaves ECB Poised to Exit Stimulus
  Bloomberg
• China Factory Inflation Holds Up on Steady Demand, Capacity Cuts
  Bloomberg
• With $1 Trillion Chasing Deals, Investors Park Cash in ETFs
  Bloomberg
• Increasing 'danger of miscalculation' on the Korean Peninsula, former CIA official says
  CNBC
• What War Between North Korea and the U.S. Might Look Like: Quicktake Q&A
  Bloomberg
• Bond investors ponder implications of growing US budget deficit
  FT
• North Korea Threat Comes After Trump Vows ‘Fire and Fury’
  WSJ
• In the Age of Trump, the Dollar No Longer Seems a Sure Thing
  NYT

Tuesday, August 8, 2017

Evening

• Stocks Fall on Trump Threat as Haven Assets Climb: Markets Wrap
  Bloomberg
• Bloomberg] Trump Headline Sticks This Time as S&P 500 Falls Most in Month
• China Is Taking on the ‘Original Sin’ of Its Mountain of Debt
  Bloomberg
• Risk Premiums on Subprime Auto Debt Are Sinking Near Record Lows
  Bloomberg
• Shepherdson Nervous About Everything, Sees Market Tipping Point
  Bloomberg
• Dimon Sides With Bears, Says Sovereign Bonds Are Too Pricey
  Bloomberg
• California, Once Compared to Greece, Is Now Trading Better Than AAA
  Bloomberg
• Trump warns North Korea will be met with 'fire and fury' if threatens U.S.
  Reuters
• North Korea makes a nuclear weapon that can fit in its missiles, US intelligence says
  CNBC
• Trump to North Korea: U.S. Ready to Respond With ‘Fire and Fury’
  WSJ

General

• Dollar Drops After Dovish Fed Comments; Gold Rises: Markets Wrap
  Bloomberg
• It's full-steam ahead on tax reform ... with no details
  CNBC
• Jeff Gundlach says 'highest-conviction trade' is a bet against the S&P 500: Report
  CNBC
• China's Debt Crackdown Gets a Big Shrug From Global Investors
  Bloomberg
• Volatility Gauges Tumble to New Lows Amid Complacency Fears
  Bloomberg
• Fed Officials Keen to Shrink Balance Sheet Despite Low Inflation
  Bloomberg
• U.S. Credit-Card Debt Surpasses Record Set at Brink of Crisis
  Bloomberg
• China's July exports, imports weaker than expected, cloud global outlook
  Reuters
• China's Trade Surplus Widens for Fifth Month as Imports Moderate
  Bloomberg
• Beijing's Mighty Grip May Pull Plug on Property Binge
  Bloomberg
• Rand Set to Surge If Zuma Loses Secret No-Confidence Ballot
  Bloomberg
• BOJ should dial back stimulus before inflation hits 2 percent: ex-BOJ deputy governor Iwata
  Reuters
• Investors Jump Back Into the Euro as Going Short Proves 'Lethal'
  Bloomberg
• Despite S.E.C. Warning, Wave of Initial Coin Offerings Grows
  NYT
• Public Works Funding Falls as Infrastructure Deteriorates
  NYT
• Who Ultimately Pays for Corporate Taxes? The Answer May Color the Republican Overhaul
  WSJ
• After military base attack, Venezuela could be on the brink of a civil war
  CNBC
• Diplomacy to defuse India, China border crisis slams into a wall: sources
  Reuters