Daily News Links

8811 posts

Wednesday, October 4, 2017

Evening

• U.S. Stocks Rise, Dollar Slips in Mixed Session: Markets Wrap
  Bloomberg
• Trump Speaks and a $3.8 Trillion Market Hears an Existential Threat
  Bloomberg
• In the World’s Most Livable Cities, Hardly Anyone Can Afford a Home
  Bloomberg
• Puerto Rico bondholders on Wall Street are 'suicidal,' fear government will wipe them out - broker
  CNBC
• For many Puerto Rico residents, it’s time to leave the island
  CNBC
• Khamenei says Iran, Turkey must act against Kurdish secession: TV
  Reuters

General

• U.S. Stocks Mixed, Dollar Falls as Treasuries Rise: Markets Wrap
  Bloomberg
• Spanish Bonds, Stocks Fall Ahead of Statement by Catalan Leader
  Bloomberg
• Puerto Rico Bonds Plunge After Trump Suggests Debt May Need to Be Wiped Out
  Bloomberg
• Catalonia to move to declare independence from Spain on Monday
  Reuters
• Trump Aides Deliver Shortlist of Fed Candidates
  Bloomberg
• Fed Chair Candidate Kevin Warsh Draws Opposition From Left and Right
  Bloomberg
• Companies Add Fewest U.S. Workers in Nearly a Year, ADP Says
  Bloomberg
• Trump says Puerto Rico's debt will have to be wiped out
  CNBC
• Trump's Gambit on Puerto Rico Debt Is Classic Emerging Markets
  Bloomberg
• Southeast Asia Faces More Currency Risk Than Rest of Region, World Bank Says
  Bloomberg
• Trump and the Fed
  WSJ
• Swing-seat Republicans squirm over GOP tax plan
  The Hill
• Apartment Slowdown Spreads to Less Expensive Cities
  WSJ
• Why Emerging Markets Are Popping Again Despite the Risks
  WSJ
• JPMorgan: Central bank normalisation may spark next financial crisis
  FT
• Communist party asserts control over China Inc
  FT
• Private credit booms as new hedge funds pile in
  FT

Tuesday, October 3, 2017

Evening

• Dollar Marks Time as Stocks Edge to Fresh Records: Markets Wrap
  Bloomberg
• Bond Traders Place Biggest Short in Treasuries in Over a Decade
  Bloomberg
• Hurricane recovery helps boost U.S. September new auto sales
  Reuters
• Why the GOP tax plan could implode
  CNBC
• Tudor Jones Tells CEOs Stop Focusing on Profits Above All Else
  Bloomberg
• Investors Pile Into Emerging-Market Real Estate
  WSJ

General

• U.S. Stocks, Dollar Mixed as Tax Reform Hits Bump: Markets Wrap
  Bloomberg
• The GOP Tax Plan Is Already Hitting Speed Bumps
  Bloomberg
• Kevin Warsh would take a hammer to the Fed, but he wouldn't break it
  CNBC
• Japan's New Opposition Should Be Good for the Yen, Goldman Says
  Bloomberg
• China's real reasons for enforcing North Korea sanctions: Trump, Party Congress
  CNBC
• Catalans Take to Streets to Push Forward Independence Claim
  Bloomberg
• JPMorgan Tops Mideast Bond Deals as Borrowing Binge Sets Record
  Bloomberg
• Low Inflation Could Put Central Bankers’ Superhero Status at Risk
  NYT
• Rich Catalonia Embraces Chance to Go It Alone
  WSJ

Monday, October 2, 2017

Evening

• S&P, Dow at record highs as financials, healthcare climb
  Reuters
• Oil falls more than 2 percent on signs of higher output
  Reuters
• Companies to pay in 10 percent 'range' on foreign profits, White House says
  CNBC
• Hurricanes Harvey, Irma lift U.S. factory activity index to 13-year high
  Reuters
• Atlanta Fed raises U.S. third quarter GDP growth view to 2.7 percent
  Reuters
• Stressed retail industry plunging deeper into junk territory, S&P says
  CNBC
• Manhattan Condos Are Barely Yielding More Than Government Treasuries
  Bloomberg
• The Most Important—And Least Understood—Thing in the Market: Taxes
  WSJ
• Puerto Rico seeks ‘tens of billions of dollars’ in US aid
  FT
• Treasury bulls face test after September sell-off
  FT

General

• U.S. Stocks, Dollar Advance as Spain Woes Hit Euro: Markets Wrap
  Bloomberg
• Fed Eyes Rates as Asset-Price Tool in Break With Hands-Off Past
  Bloomberg
• Cohn Says Repatriation Tax Rate Will Be in '10-Percent Range'
  Bloomberg
• Favorite to be next Fed chair believes central bank is a 'slave' to the stock market
  CNBC
• Catalan referendum: Who will move next in Spain's crisis?
  BBC
• Japan’s Manufacturing Confidence Touches a Decade High
  Bloomberg
• Abe’s Support Falls in Two Polls Ahead of Snap Election
  Bloomberg
• Automakers Plan Electric Car Blitz as Tesla Burns Billions
  Bloomberg
• Trump Tells Tillerson Talking to North Korea Is A Waste of Time
  WSJ
• Rajoy faces huge task after Catalonia independence referendum
  FT
• China Throws Its Sinking Private Sector a Life Vest
  WSJ

Sunday, October 1, 2017

Evening

• Stocks Set to Rise; Euro a Focus After Catalan Vote: Market Wrap
  Bloomberg
• Trump to top U.S. diplomat: Don't bother talking to North Korea
  Reuters
• Can't guarantee tax cut for entire middle class: Mnuchin
  Reuters
• Catalan leader opens door to secession from Spain after vote
  Reuters
• China Steers Credit to Small Business With Targeted Reserve Cut
  Bloomberg
• Odey Sees 'Terrifying' Mix in MiFID, Tapering, Asset Values
  Bloomberg
• Trump Administration Officials Defend GOP Tax Plan
  WSJ
• China steps up battle against runaway property prices
  FT
• Why mortgage convexity will matter to bond investors again
  FT

General

• The Latest on Catalonia's Independence Referendum
  Bloomberg
• Violence erupts as Catalans vote on split from Spain
  Reuters
• David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge
  CNBC

Saturday, September 30, 2017

General

• Trump Ramps Up Fed Chair Search With Decision Due Within Weeks
  Bloomberg
• U.S. Government Talks Directly With North Korea, Tillerson Says
  Bloomberg
• Spanish police move in to stop banned Catalan independence referendum
  CNBC
• China's Central Bank Unveils Targeted Lending Plan to Aid Growth
  Bloomberg
• China Signals Robust Growth as Factory Gauge Hits Five-Year High
  Bloomberg
• China central bank says will maintain prudent, neutral monetary policy
  Reuters
• Turkey's Erdogan says Iraqi Kurdish authorities "will pay price" for vote
  Reuters

Friday, September 29, 2017

Evening

• U.S. Stocks Hit Records, Bonds Fall on Fed Chair: Markets Wrap
  Bloomberg
• Bond yields jump on report former Fed official Kevin Warsh met with President Trump
  CNBC
• Trump and Mnuchin Met With Warsh to Discuss Fed Chair
  Bloomberg
• Cohn Says Ending State, Local Tax Break Up for Negotiation
  Bloomberg
• Credit Investors Start to Say ‘Enough.’ At Least Sometimes.
  Bloomberg

General

• Dollar Pressured After Strong Week; Bonds Advance: Markets Wrap
  Bloomberg
• Oil's September Surge Propels Bull Market Run on Demand Optimism
  Bloomberg
• U.S. Consumer Spending Cools on Drop in Vehicle Purchases
  Bloomberg
• The Fate of Trump’s Tax Cut Rests With These Six Senators
  Bloomberg
• Cryptocurrencies Drop as South Korea Bans ICOs, Margin Trading
  Bloomberg
• Crisis in Catalonia: What You Need to Know
  Bloomberg
• Here’s how bad economically a Spain-Catalonia split could really be
  Bloomberg
• UK on track for rate hike in 'relatively near term' - Carney
  Reuters
• Chinese Money Is Still Leaking Into the World's Housing Markets
  Bloomberg
• Default Fears Make Some China Local Bonds Lemons of the Market
  Bloomberg
• Deutsche Bank Rating Cut by Fitch as Cryan Turnaround Stalls
  Bloomberg
• Treasury Secretary Steven Mnuchin: GOP Tax Plan Would More Than Offset Its Cost
  WSJ
• Republican Tax Plan Quickly Hits First Hurdle
  WSJ
• How Does the Trump Tax Plan Affect You? WSJ Answers Your Questions
  WSJ
• China’s party congress will show Xi’s supremacy
  FT
• China’s central bank guides renminbi to 5-week low
  FT

Thursday, September 28, 2017

Evening

• Asian Stocks Round Out Strong Quarter With Caution: Markets Wrap
  Bloomberg
• Stocks Mixed as Bonds, Dollar Slump on Tax Plan: Markets Wrap
  Bloomberg
• Fed's Fischer says important that QE reversed
  Reuters
• Puerto Rico Bondholders Face Bigger Loss as Hurricane Toll Grows
  Bloomberg
• Toronto, London and these other major housing markets are in a risky bubble, UBS says
  CNBC
• Cohn Says Trump Is Committed to Ending Carried Interest ‘Loophole’
  Bloomberg
• Carney's BOE Celebration Reopens Crisis Wounds Among Key Figures
  Bloomberg
• Iran will drop nuclear deal if U.S. withdraws, foreign minister tells al Jazeera
  Reuters

General

• Bond Rout Persists on Tax Plan, Rates; Euro Gains: Markets Wrap
  Bloomberg
• U.S. Second-Quarter Growth Revised Upward to 3.1% Annual Pace
  Bloomberg
• Trump advisor Gary Cohn says we can pay for the entire tax cut through economic growth
  CNBC
• $5 trillion question for Trump tax plan: How to pay for it?
  AP
• 'Frothy' markets remind me of 2007, and rising rates could kill the rally, Stephen Roach warns
  CNBC
• Japan PM Abe Dissolves Lower House, Calls Snap Election
  Bloomberg
• Fed's Rosengren Says `Regular and Gradual' Tightening Warranted
  Bloomberg
• What Catalan’s Secession Vote Means to Investors
  Bloomberg
• Here’s Where the Most Millionaires Are Being Minted
  Bloomberg
• China will boost imports to make trade structure more balanced: commerce ministry
  Reuters
• South Korea expects more North Korea provocations mid-October
  Reuters
• Bannon’s Back and Targeting China
  Bloomberg
• Wealth Grew Broadly Over 3 Years, but Inequality Widened
  NYT
• Winners and Losers Under the Trump Tax Plan
  WSJ
• What Awaits Wall Street in Trump Tax Plan
  WSJ
• Abe Foes Unite, Threatening His Rule in Japan
  WSJ
• Chinese Yuan Continues Its Drop Against the Dollar
  WSJ
• Value of private equity dealmaking at highest level since 2007
  FT