Daily News Links

8386 posts

Friday, April 7, 2017

Evening

• Stocks Mixed, Bonds Pare Drop as Jobs Hit Fades: Markets Wrap
  Bloomberg
• Gold Rises to Five-Month High as Jobs Fizzle Adds to Demand
  Bloomberg
• Gary Cohn Says White House Will Push ‘One Cohesive’ Tax Plan
  Bloomberg
• Fed might avoid simultaneous rate hike, bond runoff: Dudley
  Reuters
• New York Fed's Dudley Supports Reconsidering Key Banking Rules
  Bloomberg
• Italy's Target 2 liabilities reach new high in March
  Reuters
• San Francisco Skyline Remade by Tallest West Coast Office Tower
  Bloomberg
• The Man in Charge of Fixing Fannie and Freddie Knows Them All Too Well
  NYT
• America’s Credit-Card Tab Hits $1 Trillion
  WSJ
• Russian PM: "US on brink of military clash with Russia"
  APA
• US and Russia clash over Trump’s strike on Syria
  FT

General

• Dollar, Stocks Fluctuate Amid Jobs, Syria Tension: Markets Wrap
  Bloomberg
• Payroll Gains Slow While U.S. Jobless Rate at Lowest Since 2007
  Bloomberg
• Gold hits 5-mth peak after Trump launches missile strike on Syria
  Reuters
• Nikkei hits 4-mth low as US strike on Syria hurts risk sentiment
  Reuters
• Second Junk-Rating Blow Sends South African Assets Tumbling
  Bloomberg
• Wall Street Is Making It Harder to Buy a Car
  Bloomberg
• Here's What Trump's Syria Strike Just Did to Financial Markets
  Bloomberg
• Kremlin says Syria strikes do significant damage to US-Russia ties
  CNBC
• Escalating U.S. role in Syria, Trump orders strikes on Assad airbase
  Reuters
• Traders Are Worried About China Local Government Debt Again
  Bloomberg
• Currency 'misalignment' gains stature in Trump trade plans - official
  Reuters
• Are Traders Creating a Bizarre New Feedback Loop... Feedback Loop... Feedback Loop?
  WSJ
• Trump Flashes Confidence as China Summit Begins
  WSJ
• Tech’s High-Stakes Arms Race: Costly Data Centers
  WSJ

Thursday, April 6, 2017

Evening

• Trump orders military strikes against Assad airbase in Syria
  Reuters
• Defense Sec Mattis Briefs President Trump on Military Options in Syria
  NBC
• Asia Stocks Set to Nudge Higher Before U.S. Jobs: Markets Wrap
  Bloomberg
• Stocks Edge Up, Bonds Pare Drop as Caution Rises: Markets Wrap
  Bloomberg
• Riding Cohn Momentum, Senators Call for Glass-Steagall Return
  Bloomberg
• Kashkari Slams Jamie Dimon's Complaints About Regulatory Burden
  Bloomberg
• Watch These Assets for Clues on Trade Policy as Trump Meets Xi
  Bloomberg
• Gary Cohn Backs Breaking Up Big Banks
  WSJ
• Not a Dot-Com Bubble, Not 2007, but a Nasty Mix of Both
  WSJ
• Complacency and self-delusion: the most significant risk to markets — BIS economists
  FT
• Trump says 'something should happen' with Assad as U.S. weighs military options
  Bloomberg
• China fighter plane spotted on South China Sea island: think tank
  Reuters

General

• Stocks Pare Drop, Dollar Rises as Fed Effect Dims: Markets Wrap
  Bloomberg
• U.S. Jobless Claims Decline to a Five-Week Low of 234,000
  Bloomberg
• Cohn Backs Wall Street Split of Lending, Investment Banks
  Bloomberg
• Fed and Trump signals give stocks double trouble
  Reuters
• Fed's Williams Sees Balance-Sheet Shrinking Taking Five Years
  Bloomberg
• Stock Vulnerability Exposed During Biggest Reversal in 14 Months
  Bloomberg
• China's Local Debt Nightmare Is Getting a Rerun After Rating Cut
  Bloomberg
• China March services activity expands at weakest pace in six months: Caixin PMI
  Reuters
• Draghi Struggles to Shut Down ECB Debate Weidmann Wants to Have
  Bloomberg
• Draghi Draws Line Under ECB Rate Debate and Warns on Prices
  Bloomberg
• German Factory Orders Recover as Economic Momentum Strong
  Bloomberg
• India Unexpectedly Tightens, Flags Cash Tools to Curb Prices
  Bloomberg
• Czech central bank scraps currency cap againt euro
  Reuters
• Trump’s Xi Summit Tests His Promise to Win on Trade, North Korea
  Bloomberg
• U.S., Japan, South Korea discuss North's latest threat before Trump-Xi summit
  Reuters
• Donald Trump’s Foreign Policy Tested by Syria, North Korea Crises
  WSJ
• Global Markets Fall on Uncertainty Over U.S. Policy
  WSJ
• The ECB’s upcoming repo market headache
  FT
• ‘Shadow banks’ step into the spotlight
  FT

Wednesday, April 5, 2017

Evening

• U.S. Stocks Fall With Dollar as Treasuries Rise: Markets Wrap
  Bloomberg
• Traders Bet the Fed Will Slow Rate Hikes to Shrink Balance Sheet
  Bloomberg
• Most Fed policymakers see change to balance sheet policy 'later this year': minutes
  Reuters
• Federal Reserve wants to start unwinding the $4.5 trillion in bonds on its balance sheet this year
  CNBC
• Inside the Fed’s March Meeting: The Annotated Minutes
  Bloomberg
• Macron Slips Post Debate Making Him Tied With Le Pen, Poll Shows
  Bloomberg
• Here's What Financial Markets Are Telling Us About the Economy
  Bloomberg
• Manhattan Townhouse Sells for a Record $79.5 Million
  Bloomberg
• Thailand Gets That Hot-Money Feeling, But Inflow Curbs Are Tough
  Bloomberg
• For Trump, Mar-a-Lago is place to break the ice with China's Xi
  Reuters
• Fed Officials Expect to Whittle Down Portfolio Later This Year: Minutes
  WSJ
• Why the Refinancing Slowdown Matters for the Fed
  WSJ
• Trump Signals Change in Syria Policy
  WSJ

General

• U.S. Stocks Pare Gains as Crude Slumps, Bonds Rise: Markets Wrap
  Bloomberg
• ADP Says Companies in U.S. Added 263,000 Employees in March
  Bloomberg
• U.S. Service Industries Expand at Slowest Pace in Five Months
  Bloomberg
• Blowout ADP jobs growth is new evidence of economic traction, outgoing Fed Gov Tarullo says
  CNBC
• In Hot Debt Markets, Wall Street Shows It Can Beat Shadow Banks
  Bloomberg
• EU, Greece seek bailout deal by Friday
  Reuters
• Japan's service sector expands at strongest pace in 19 months in March: PMI
  Reuters
• OECD Inflation Rate Rises to Highest Level in Five Years: Chart
  Bloomberg
• Toronto Home Prices Just Jumped Another 33%
  Bloomberg
• Australian Regulators May Increase Lending Curbs Amid Home Boom
  Bloomberg
• ETFs Are the New Bond Kings
  Bloomberg
• U.S. Companies Expected to Post Strongest Quarter Since 2011
  WSJ
• The five markets charts that matter for investors
  FT
• Trump and Xi: Two Imposing Leaders With Clashing Agendas
  NYT

Tuesday, April 4, 2017

Evening

• Asian Stocks Nudge Higher Before China Reopens: Markets Wrap
  Bloomberg
• Treasuries Fall, Stocks Mixed as Commodities Gain: Markets Wrap
  Bloomberg
• Fed Leak Probe Dooms Lacker But Leaves Key Question: Who Leaked?
  Bloomberg
• Richmond Fed President Lacker says he was involved with Medley leak, announces immediate resignation
  CNBC
• What the Fed Minutes Could Reveal About the Balance Sheet
  Bloomberg
• Trump says planning 'haircut' for Dodd-Frank banking regulations
  Reuters
• Dimon's Annual Letter: Key Takeaways on Brexit, Tech and Taxes
  Bloomberg
• Fed’s Lacker Resigns Over Leak, Dealing Blow to Bank’s Credibility
  WSJ
• Gold, Yen, Bonds Gain as Investors Step Up Safety Plays
  WSJ
• Huishan saga exposes China’s tycoon finance risk
  FT
• ECB and Trump rally help European junk bond issuance double
  FT
• North Korea Fires Ballistic Missile Before Xi-Trump Meeting
  Bloomberg
• Military nightmare scenario brewing in the East China Sea
  CNBC

General

• Global Stocks Fall After Weak Car Sales, Yen Rises: Markets Wrap
  Bloomberg
• The Danger of a Sell-off in U.S. Stocks Grows
  Bloomberg
• Trade Deficit in U.S. Narrows in February to Four-Month Low
  Bloomberg
• Harker, joining chorus, says Fed could trim bond portfolio this year
  Reuters
• Ryan’s Border Tax on the Ropes as Trump Ponders Overhaul Plan
  Bloomberg
• 'Not natural friends': Trump, Xi will be 'odd couple' at first summit
  Reuters
• As he gets ready to meet Trump in Florida, China's Xi Jinping has a lot to worry about
  LA Times
• New CBO numbers offer a dose of reality on tax reform
  Washington Post
• Within Hours, Plans for a Quiet Corner of China Send Home Prices Soaring
  NYT
• European Debt’s Biggest Buyer Becomes Its Biggest Risk
  WSJ
• Franco-German short term yield spreads blow out to eurozone crisis high
  FT

Monday, April 3, 2017

Evening

• Asian Stocks Set to Drift Lower as Yen Strengthens: Markets Wrap
  Bloomberg
• Wall St. slips after U.S. states challenge Trump on energy efficiency
  Reuters
• Global debt hits $215 trillion in 2016, led by emerging markets: IIF
  Reuters
• Student-Debt Overhang Is Pushing Down U.S. Rates, Dudley Says
  Bloomberg
• Put me in, coach: Money is pouring into the market from the sidelines
  CNBC
• Homeowners are pulling cash out again; this time it’s the millennials
  CNBC
• 'Innovative financing' sours dairy giant in China's rural northeast
  Reuters
• Tech Overthrows Financials as King of Emerging Markets
  Bloomberg
• Latest rift in Greek bailout talks dashes hopes for deal in Malta
  Reuters
• South Africa Cut to Junk for the First Time Since 2000
  Bloomberg
• Trump Is Ready for Tax Cuts, but His Treasury Department Isn’t
  NYT
• This Volatility Warning Has a Different Ring to It Today
  WSJ
• China’s ‘bad banks’ thrive as alternative lenders
  FT
• Donald Trump’s North Korea warning sparks concern in Asia
  FT
• Italian bond yields rise as traders focus on political worries
  FT

General

• U.S. Stocks Fall Despite Strong Manufacturing Data: Markets Wrap
  Bloomberg
• Dollar starts week on back foot, keeps above 4-month lows
  Reuters
• Manufacturing in U.S. Kept Expanding at Robust Pace in March
  Bloomberg
• Fed's Rebel Defends Autonomy as Trump-Molded Central Bank Looms
  Bloomberg
• Debt Market Lures Billions as Verizon, GM Pursue Pension Trade
  Bloomberg
• Ford, Chrysler Sales Disappoint as Cars Plunge Despite Discounts
  Bloomberg
• ETF Investors Dumped U.S. Small Caps, Loved Emerging Markets
  Bloomberg
• Euro-Area Unemployment Declines to Lowest Level in Eight Years
  Bloomberg
• Euro zone factories struggled to meet soaring demand in March: PMI
  Reuters
• Latin American Markets Feel the Pressure From Political Turmoil
  Bloomberg
• Almost a Decade Later, U.S. Money Markets Are Yet to Recover
  Bloomberg
• Australia Home Prices Rise Most in 7 Years Amid Bubble Concern
  Bloomberg
• Japan business mood brightens as recovery broadens: BOJ tankan
  Reuters
• Four Huishan Directors Resign in Wake of Mystery 85% Stock Plunge
  Bloomberg
• Trump presses China on North Korea ahead of Xi talks
  Reuters
• Trouble Bubbling Under at Chinese Banks
  WSJ
• The Rising Retirement Perils of 401(k) ‘Leakage’
  WSJ
• Test of nerve awaits investors as Q2 dawns
  FT
• Bond market ignores more assertive Fed at its peril
  FT

Evening

• Asian Stocks Poised to Nudge Higher; Euro Rises: Markets Wrap
  Bloomberg
• China Has Its Worst-Ever Start to a Year For Defaults
  Bloomberg
• Euro is a 'knife in the ribs' of the French says Le Pen
  Reuters
• Coming up this week in business: Where the jobs are, market fears, and a Trump-China fight
  CNBC
• Trump trade still set to fixate investors in busy April
  FT
• FT exclusive: Trump ready to tackle North Korea alone
  CNBC/FT

Sunday, April 2, 2017

General

• OPEC's Barkindo Sees Progress in Oil Cuts as Stockpiles Fall
  Bloomberg
• Rethinking the Widely Held 2% Inflation Target
  WSJ
• Fading Trade-Crackdown Fears Power Overseas Rebound
  WSJ

Saturday, April 1, 2017

General

• PBOC Raises Interest Rates on Standing Lending Facility Loans
  Bloomberg
• Venezuela seeks to cool protests as court reverses Congress annulment
  Reuters
• Zuma Discontent Builds in South Africa's ANC Amid Calls to Quit
  Bloomberg
• Germany criticizes Trump orders on trade deficits, import duty evasion
  Reuters
• The EU Engages: What We Learned About Brexit From Donald Tusk
  Bloomberg
• Hong Kong Warns on Home Loan Risks, Daily Says, as Prices Soar
  Bloomberg
• South Africa's new finance minister swings left, wants radically changed economy
  Reuters
• Hackers next target could be the US electric grid
  CNBC
• Trump Talks Tough on U.S.-China Trade but Delays Real Action
  NYT
• Federal Reserve Readies Plan for Balance Sheet
  WSJ
• Buying a Home Will Be Harder Than Ever This Spring
  WSJ