Daily News Links

8598 posts

Monday, August 7, 2017

General

• Dollar Extends Gain After Jobs Data; Crude Drops: Markets Wrap
  Bloomberg
• China's Foreign Reserves Rise for a Sixth Month
  Bloomberg
• Some Credit Investors Are Getting Ready for a Market Correction
  Bloomberg
• The Short Volatility Trade Is Back
  Bloomberg
• German industrial output drops in June, up in second quarter
  Reuters
• Bond Bears Balk at `Trade of Decade' as Emerging Markets Tested
  Bloomberg
• How China’s billion savers embarked on a household debt binge
  SCMP
• South Korea, U.S. agree on pressure for North Korea, China media warns on sanctions
  Reuters
• The Debt-Ceiling Crisis Is Real
  NYT
• Congressional Recess, Full Plate Keep the Heat on GOP Lawmakers
  WSJ
• Beijing hails success in battle against capital flight
  FT
• Trump trade war with China may not be imminent — but it is coming
  FT
• Traders look to Jackson Hole for dollar’s direction
  FT

Evening

• Asian Stocks to Gain on U.S. Data, Yen Holds Drop: Markets Wrap
  Bloomberg
• U.K. Economy Takes a Hit as Consumer Spending Slumps Further
  Bloomberg
• Globalization Is Thriving in Asia as Export Revival Buoys Growth
  Bloomberg
• The warnings from history that Wall Street ignored
  FT

Sunday, August 6, 2017

General

• Biggest Qatar Bank Is Said Weighing Funding Option Amid GCC Spat
  Bloomberg
• UK ready to pay up to 40 billion euros to leave EU: Sunday Telegraph
  Reuters
• China Confident Sanctions Can Block North Korea Nuclear Push
  Bloomberg
• China says North Korean missile threat reaching ‘crisis point’
  FT

Saturday, August 5, 2017

General

• Beneath the glow of stock-market records, darkly bearish trends are lurking
  MarketWatch
• While big bills have failed, Wall Street sees opportunity in Trump's massive deregulation movement
  CNBC
• Beijing For Small-Scale Military Offensive Against India: Chinese Daily
  Bloomberg

Friday, August 4, 2017

Evening

• Dow chalks up eighth record close in a row
  Reuters
• Strong U.S. jobs report bolsters case for further Fed tightening
  Reuters

General

• Dollar Rises, Treasuries Slide on Strong Jobs Data: Markets Wrap
  Bloomberg
• Payroll Gain of 209,000, Wage Pickup Show U.S. Labor Strength
  Bloomberg
• The Jobs Numbers: Who’s Hiring in America—and Who’s Not
  Bloomberg
• U.S. trade deficit narrows as exports hit 2-1/2-year high
  Reuters
• U.S. businesses fear Trump mishandling of China IP, trade probe
  Reuters
• Corporate Employers Flee Pensions With Gap Topping $375 Billion
  Bloomberg
• Greenspan: Bond bubble about to break because of 'abnormally low' interest rates
  CNBC
• Exclusive: China regulators plan to crack down further on overseas deals
  Reuters
• Chinese firms say profit margins 'squeezed to extreme' by rising costs
  CNBC/SCMP
• Canadian Job Market Runs Hot With Unemployment at 9-Year Low
  Bloomberg
• China Warns Indian Troops to Get Out of Contested Region
  Bloomberg
• Currencies face uncertain August amid central bank normalisation
  FT

Thursday, August 3, 2017

Evening

• U.S. Stocks Fall, Bonds Gain on Russia Probe News: Markets Wrap
  Bloomberg
• Is Loan Growth Set to Speed Up or Is It Slowing? Analysts Differ
  Bloomberg
• Jobs in U.S. Haven't Been This Hard to Fill Since 2000
  Bloomberg
• Euro Credit Returns Could Be Wiped Out in Just a Few Days
  Bloomberg
• Paul Singer Says Passive Investing Is ‘Devouring Capitalism’
  Bloomberg
• Hedge funds lose more than half a billion on wrong-way bet against Tesla
  CNBC
• The Oil Trader Known as ‘God’ Is Closing Down His Main Hedge Fund
  Bloomberg
• Special counsel Robert Mueller's Russia probe heats up
  CNBC
• Special Counsel Robert Mueller Impanels Washington Grand Jury in Russia Probe
  WSJ

General

• U.S. Stocks Mixed Near Records, Pound Drops on BOE: Markets Wrap
  Bloomberg
• Decline in Jobless Claims Shows U.S. Labor Demand Remains Robust
  Bloomberg
• Carney Says Brexit to Take Toll on Growth as BOE Cuts Forecasts
  Bloomberg
• Euro-Area Optimism at 12-Year High as Economy Recovers
  Bloomberg
• In rare bipartisan display, Democrats back Trump on China trade probe
  Reuters
• Trump may be about to wallop global trade as we know it, but markets don't seem to understand
  CNBC
• China's Fear of Japan-Style Economic Bust Drives Crackdown on Deals, Says Source
  Bloomberg
• India's PMI Plunges Most Since 2009 as New Tax Roils Economy
  Bloomberg
• Toronto Home Prices Suffer Worst Monthly Decline in 17 Years
  Bloomberg
• ‘Summer Bummer’ for Manhattan Luxury-Apartment Sales
  WSJ
• ECB reinvestment flows are ‘silent stimulus’ for the eurozone
  FT

Wednesday, August 2, 2017

Evening

• Asia Stocks to Start Mixed as Stellar Run Assessed: Markets Wrap
  Bloomberg
• Equities weaken after Dow breaks 22,000; dollar soft
  Reuters
• Fed's Bullard opposes more U.S. rate hikes: Market News International
  Reuters
• Fed's Mester Expects Inflation to Rebound From One-Time Factors
  Bloomberg
• Banking regulator kicks off Volcker Rule rewrite process
  Reuters
• Rosengren: Tight Labor Markets Justify Fed Plans to Keep Raising Rates
  WSJ
• China admits to disguised fiscal borrowing risk
  FT
• China warns neighbours over territorial disputes
  FT

General

• U.S. Stocks, Dollar Retreat as Apple Bolsters Dow: Markets Wrap
  Bloomberg
• U.S. private sector adds 178,000 jobs in July: ADP
  Reuters
• Trump administration is said to prepare broad trade case against China
  CNBC/NYT
• Some Republicans Are Frustrated With Lack of Detail in GOP Tax Plan
  Bloomberg
• How China’s Risk Crackdown Will Hit Manhattan’s Property Market
  Bloomberg
• China Isn't Excited About iPhones Any More
  Bloomberg
• Can Xi Jinping Defuse China’s Debt Bomb?
  BloombergBusinessweek
• Chinese state media: Trump is 'wrong' when he says we can fix the North Korea problem
  CNBC
• U.S. Plans Trade Measures Against China
  WSJ
• Venezuelan Default Fears Rise With Billions in Debt Coming Due Soon
  WSJ
• Hong Kong dollar peg slips to weakest in 19 months
  FT

Tuesday, August 1, 2017

Evening

• Apple jumps 6% to record high after earnings beat estimates
  CNBC
• Dow at record on strong earnings; Apple earnings awaited
  Reuters
• Oil Drops as Market Awaits Confirmation of Steady Supply Decline
  Bloomberg
• U.S. auto sales fall in July as carmakers slash rental fleet sales
  Bloomberg
• Toyota, Nissan, Honda Beat U.S. Estimates as Local Brands Suffer
  Bloomberg
• Four major US cities ring housing bubble alarm
  CNBC, Olick
• China Needs to Act on $33 Trillion of Credit, Analyst Chu Says
  Bloomberg
• Investors are more crowded into tech stocks than ever before
  CNBC
• Paul Tudor Jones Clients Pull 15% From Main Hedge Fund
  Bloomberg
• How Risky Loans Are Kept Afloat in Alphabet Soup
  WSJ
• Venezuela seizes opposition leaders Lopez, Ledezma from homes
  Reuters

General

• Stocks Gain as Earnings, Data Boost Confidence: Markets Wrap
  Bloomberg
• Americans' Spending Barely Grew in June as Incomes Stagnated
  Bloomberg
• U.S. Auto Market Slump Persists
  Bloomberg
• China factory activity accelerates in July on strong export orders: Caixin PMI
  Reuters
• Euro-Area Economy Steams Ahead as ECB Waits for Inflation
  Bloomberg
• China Forex Regulator Is Examining Top Dealmakers, Sources Say
  Bloomberg
• Anbang denies regulators told it to sell overseas assets
  Reuters
• Europe Becomes Hedge-Fund Hotspot as Economic Recovery Takes Off
  Bloomberg
• 1MDB Misses $603 Million Payment to Abu Dhabi Sovereign Wealth Fund
  Bloomberg
• Debt-Ridden Chinese Giant Now a Shadow of Its Former Size
  NYT
• ETFs Now Have $1 Trillion More Than Hedge Funds
  WSJ
• Auto Lender’s Risks Larger Than They Appear
  WSJ
• Investors hedge against sharp stock market correction
  FT
• President Xi says China loves peace but won't compromise on sovereignty
  Reuters
• As Washington Churns, the World Grows More Dangerous
  WSJ