Daily News Links

8811 posts

Wednesday, October 18, 2017

Evening

• Dow Climbs Most in Five Weeks as Treasuries Drop: Markets Wrap
  Bloomberg
• U.S. economy hums along, still few signs of pickup in inflation: Fed
  Reuters
• Bond market flashing warning sign even as stocks rally to new highs
  CNBC
• Machines Took Over the Stock Market. Next Up, Bonds
  WSJ
• Xi Jinping’s ambitions on show during epic congress address
  FT

General

• Dollar Pushes Higher as Earnings Boost U.S. Stocks: Markets Wrap
  Bloomberg
• Drop in September U.S. Home Starts Reflects Slump in South
  Bloomberg
• What We Learned on Day One of China’s 19th Party Congress
  Bloomberg
• Xi Warns of Severe Challenges for China as Party Congress Opens
  Bloomberg
• Chinese President Xi Jinping touts successes of 'socialism' at Communist Party Congress
  CNBC
• Coming of age in an era of prosperity: Meet China's 'bubble generation'
  Reuters
• North Korea Says It Plans to Launch Many More Satellites
  Reuters
• Trump Narrows Fed Leader Search to Five Final Candidates
  WSJ
• ECB heads for longer, slower taper to keep a lid on euro
  FT
• China’s Xi to World: Party First, Reform Second
  WSJ
• Hedge Funds Wrong-Footed by Prospect of Interest-Rate Rises
  WSJ
• In charts: has the US shale drilling revolution peaked?
  FT

Tuesday, October 17, 2017

Evening

• Caution Prevails as China Party Congress Begins: Markets Wrap
  Bloomberg
• NAFTA negotiators trade barbs even as they agree to extend talks
  Reuters
• Xi Jinping Poised to Put His Stamp on Chinese History
  Bloomberg
• Xi's Deleveraging Dream Is a China Myth
  Bloomberg
• As Nafta Tension Mounts, Retailers Warn of Economic Catastrophe
  Bloomberg

General

• Dollar Gains on Fed Chair Talk; Euro Down on Spain: Markets Wrap
  Bloomberg
• Petroleum, food boost U.S. import prices in September
  Reuters
• Whatever the Rule, Investors See Taylor Turning Fed Hawkish
  Bloomberg
• Horse race for Fed chair pits Warsh against mentor and brings Yellen back
  CNBC
• Carney Confirms Rate Hike Is Near as BOE Heads for ‘Tipping Point’
  Bloomberg
• Canada's Financial Regulator Toughens Mortgage Qualifying Rules
  Bloomberg
• Initial Coin Offerings Rake in Another Billion in Under 2 Months
  Bloomberg
• Goldman Sachs Says Gold Is Better Than Bitcoin
  Bloomberg
• Japan’s Kobe Steel May Have Faked Data for Over a Decade
  Bloomberg
• How China’s Economic Shock Therapy is Shaking Up Commodities
  Bloomberg
• Millennials Are Helping Jack Ma's Financing Firm Become a Debt Giant
  Bloomberg
• North Korea says 'a nuclear war may break out any moment'
  AP
• Madrid, Catalonia clash over jailed pro-independence leaders as protests called
  Reuters
• US urges calm as Kirkuk crisis escalates
  BBC
• China state media attacks Western democracy ahead of Congress
  Reuters
• Fed’s Williams Says Economy Is Stronger Than It Looks
  NYT
• How big is the risk of another Black Monday equities crash?
  FT

Monday, October 16, 2017

Evening

• U.S. Stocks Climb to Record as Treasuries Decline: Markets Wrap
  Bloomberg
• Taylor Impresses Trump for Fed Chairman, Warsh Slips
  Bloomberg
• Trump to meet Yellen Thursday in search for new Fed chair: source
  Reuters
• Trump says 'there is no such thing as Obamacare anymore' and 'short-term fix' in works
  CNBC
• The real cause of the 1987 crash, as told by a trader who lived through it
  CNBC
• China’s Xi Approaches a New Term With a Souring Taste for Markets
  WSJ

General

• Commodities Surge Led by Copper, Oil; Euro Weakens: Markets Wrap
  Bloomberg
• Oil rises as fighting escalates in Iraq's oil-rich Kirkuk
  Reuters
• As the quartet breaks up, central banking leadership flux looms
  Reuters
• Shorts of Volatility Futures Set a New Record
  Bloomberg
• The Crash of ’87, From the Wall Street Players Who Lived It
  Bloomberg
• Fed's Rosengren Sees Taylor as `Flexible' in Applying Rules
  Bloomberg
• China's Factory Inflation Rebounds Amid Capacity Cuts
  Bloomberg
• China's Central Bank Chief Warns Corporate Debt Is Too High
  Bloomberg
• China's Communist Party is holding its most important meeting in years: Here's what you need to know
  CNBC
• Catalans Defend Claim to Independence as Spain Prepares to Act
  Bloomberg
• Madrid moves towards direct rule over Catalonia
  Reuters
• Theresa May Heads to Brussels to Try to Break Brexit Deadlock
  Bloomberg
• Iraq forces seize Kirkuk outskirts in advance on Kurdish-held territory
  Reuters
• Iraq says vast areas taken from Kurds in Kirkuk, Kurds deny gains
  Reuters
• Deficit hawks trampled in GOP tax cut stampede
  Politico
• Central Bankers Cling to Stimulus Amid Weak Inflation
  WSJ
• GOP Tax Plan Would Keep the Mortgage Break But Threaten Irrelevancy
  WSJ
• China’s party congress will matter for investors this time
  FT
• As Islamic State Recedes, Iraqi Forces and Kurds Turn on Each Other
  WSJ

Sunday, October 15, 2017

Evening

• What Global Finance Chiefs Are Saying About the Economy
  Bloomberg
• Some ECB Members Identify 2.5 Trillion-Euro QE Limit
  Bloomberg
• Gary Cohn Calls Clearinghouses 'a New Systemic Problem'
  Bloomberg
• China new yuan loans rise more than expected in September
  Reuters
• Bond Traders Face Inflation Gamble That Will Last a Generation
  Bloomberg
• Austria shifts to right as conservative star seals election win
  Reuters
• Trump hostility set to deepen Iran power struggles
  Reuters
• Trump faces choice between upheaval and continuity at the Fed
  FT

General

• Yellen Calls Inflation the 'Biggest Surprise' in the Economy
  Bloomberg
• Black Monday 2.0: The Next Machine-Driven Meltdown
  Barron's
• Yellen Says Gradual Rate Increases Should Help Sustain Economy’s Growth
  WSJ
• Draghi Says ECB Should Be Patient, Persistent With Monetary Policy
  WSJ
• Why Beijing Won’t Just Let the Yuan Go
  WSJ
• U.S. diplomacy with North Korea to continue until 'first bomb drops': Tillerson
  Reuters
• Will China’s party congress offer monetary policy clues?
  FT
• China’s next five years: ‘Only Xi is indispensable’
  FT
• Barbarians Open Their Gates as Blackstone, Others Seek Retail Cash
  WSJ

Saturday, October 14, 2017

General

• China Credit Growth Exceeds Estimates Despite Debt Curb Vow
  Bloomberg
• Spain to take control of Catalonia if gets ambiguous reply on independence
  Reuters
• China confirms will amend party constitution, likely to include Xi's theories
  Reuters
• Trump’s speech sparks a new war of words between US, Iran
  AP

Evening

• Stocks, Bonds Rally as Inflation Debate Lingers: Markets Wrap
  Bloomberg
• Oil rallies nearly 2 percent on China import boost, U.S.-Iran tensions
  Reuters
• What’s at Stake for Oil Markets After Trump’s Iran Move
  Bloomberg
• Trump strikes blow at Iran nuclear deal in major U.S. policy shift
  Reuters
• BOJ's Kuroda does not see excesses building up in markets
  Reuters

Friday, October 13, 2017

General

• S&P, Nasdaq hit records on strong retail sales data
  Reuters
• U.S. Inflation Picks Up on Fuel Costs While Core Gauge Slows
  Bloomberg
• U.S. Retail Sales Rise Most Since 2015 on Storm-Related Lift
  Bloomberg
• Sen. Ted Cruz: Tax reform may not happen until early next year
  CNBC
• Trump Cuts Off Health-Insurer Subsidy, Threatening Obamacare Chaos
  Bloomberg
• ECB to Consider Cutting QE Purchases in Half Next Year
  Bloomberg
• ECB homes in on 9 more months of bond buying, at lower volumes
  Reuters
• Kuroda says BOJ to keep easy policy, tread different path from Fed, ECB
  Reuters
• A US debt ceiling crisis 'certainly would be rating relevant,' S&P says
  CNBC
• China Exports Remain Resilient as Rising Imports Signal Strength
  Bloomberg
• S&P warns: There's a worrying trend in emerging markets; Turkey and South Africa are prime examples
  CNBC
• Trump to End Subsidies to Health Insurers
  WSJ
• Central Bankers Use Moment of Calm to Debate How to Fight the Next Crisis
  WSJ
• ECB Official Warns About Impact of Extending Bond-Buying Programs
  WSJ
• Trump Interviews Stanford Economist John Taylor for Fed Chairman Job
  WSJ
• US demands World Bank overhaul of lending to China
  FT

Thursday, October 12, 2017

Evening

• Stocks Turn Lower, Dollar Gains as Crude Oil Drops: Markets Wrap
  Bloomberg
• Trump Is Angry About a Proposal in His Own Tax Plan, Sources Say
  Bloomberg
• White House: Trump is 'some time away' from Fed chair decision
  Reuters
• Trump meets economist John Taylor in Fed search - official
  Reuters
• Fed 'should defend' inflation target or risk losing credibility: Bullard
  Reuters
• U.S. Offers Proposal That Could Kill Nafta in 5 Years
  Bloomberg
• Trump's Iran plans driving EU toward Russia and China: Germany
  Reuters

General

• U.S. Stocks Slump, Dollar Gains as Crude Oil Drops: Markets Wrap
  Bloomberg
• U.S. producer prices increase as Harvey boosts gasoline prices
  Reuters
• New Fed chair could be set in next month: U.S. Treasury Secretary
  Reuters
• Powell odds-on favorite for Fed chair amid report Mnuchin is pushing for him
  CNBC
• Fed Still Puzzled by Inflation, but Rate Increase Is on Track
  NYT
• Brexit Talks Hit Deadlock as Both Sides Prepare for Cliff Edge
  Bloomberg
• China Wants a Win Where Draghi and Carney Fell Short
  Bloomberg
• Bitcoin hits a new record high above $5,200
  CNBC
• Missile Threats Aren't the Only Problem for South Korean Bonds
  Bloomberg
• Asked to explain 'calm before the storm' remark, Trump talks North Korea
  Reuters
• Say Goodbye to the China Bid
  WSJ
• Beijing Pushes for a Direct Hand in China’s Big Tech Firms
  WSJ
• Six Reasons Why China Matters
  WSJ
• The ECB’s self-imposed limits complicate its QE exit
  FT
• Investment banks ride leveraged loan boom
  FT
• Turkey and the West Clash, Pleasing Russia and Iran
  WSJ