Daily News Links

8811 posts

Wednesday, September 27, 2017

Evening

• Bonds Slide as Dollar Climbs on Tax Plan, Economy: Markets Wrap
  Bloomberg
• U.S. Stocks Surge, Dollar Rises on Trump Tax Plan: Markets Wrap
  Bloomberg
• Trump proposal slashes taxes on businesses, the rich; fuels deficit worries
  Reuters
• U.S. tax plan puts reflation trade back on investors' radar
  Reuters
• Long After Deal, Debt Limit Disruption Lives on in Repo Market
  Bloomberg
• The top 1% of Americans now control 38% of the wealth
  CNBC
• GOP Tax Overhaul Aims for Corporate Cuts, Simpler Code
  WSJ
• Spanish unity faces stern test with Catalonian poll
  FT

General

• Stocks, Dollar Rise on Fed, Tax Plans; Bonds Fall: Markets Wrap
  Bloomberg
• Oil in Bull Market Nears $52 on Signs U.S. Stockpiles Declined
  Bloomberg
• Trump's Tax Overhaul Will Slash Rates for Companies, Individuals
  Bloomberg
• Trump's tax plan to propose deep U.S. rate cuts, lacks revenue details
  Reuters
• What Puerto Rico’s Catastrophe Means for Bondholders
  Bloomberg
• Boeing UK contracts 'jeopardised' over Bombardier row
  BBC
• Early China Data Hint at Slowing Momentum Amid Factory Clampdown
  Bloomberg
• Chinese Economy Has 'Darker Story' Ahead, China Beige Book Says
  Bloomberg
• Trump: military option for North Korea not preferred, but would be 'devastating'
  Reuters
• There’s One North Korea Taboo China’s Leaders Won’t Talk About
  Bloomberg
• Schaeuble Is Ready to Leave Finance Ministry to Lead Bundestag
  Bloomberg
• German FDP demands policy change as price for coalition with Merkel
  Reuters
• Iraqi Kurdish leader says 'yes' vote won independence referendum
  Reuters

Tuesday, September 26, 2017

Evening

• Yen Weakness to Support Japan Stocks After Yellen: Markets Wrap
  Bloomberg
• Yellen Says Imprudent to Stay On Hold Until Inflation at 2%
  Bloomberg
• Yellen Gradualism Doesn't Mean Policy Halt as Fed Presses Ahead
  Bloomberg
• GOP tax plan could trash the value of two popular tax breaks
  CNBC
• U.S. consumer confidence slips; new home sales hit eight-month low
  Reuters
• Fed's Bostic Says He's Comfortable With a December Rate Increase
  Bloomberg
• Stop sugarcoating the housing market: Economist warns that buyers face increasing troubles
  CNBC
• China still stocking up on metals and credit, private survey says
  CNBC
• Meet the hottest thing in hedge funds right now: the 'crypto-fund'
  CNBC
• Puerto Rico bonds plunge again as investors face lower recovery than expected
  CNBC
• Yellen warns against moving ‘too gradually’ to tighten policy
  FT
• Trump says US willing to use military option against North Korea
  FT

General

• Euro Slide Deepens as Stocks Drift; Gold Retreats: Markets Wrap
  Bloomberg
• Oil near 26-month high as Turkey threatens to choke Kurdish exports
  Reuters
• Republican tax plan expected to include new 'pass-through' business rate
  Reuters
• Trump Says Puerto Rico in 'Deep Trouble' as Storm Adds to Debts
  Bloomberg
• ‘This Is Chaos’: Sweltering Puerto Rico on Day 6 Without Power
  Bloomberg
• Home Prices in 20 U.S. Cities Increase More Than Forecast
  Bloomberg
• Case-Shiller home price index rose 5.9% in July
  CNBC
• Citi Is Bringing Back One of the Most Infamous Bets of the Credit Crisis
  Bloomberg
• Singapore Cryptocurrency Firms Facing Bank Account Closures
  Bloomberg
• North Korea bolsters defenses after flight by U.S. bombers as rhetoric escalates
  Reuters
• U.S. Commerce Secretary Ross tells China to guarantee fair treatment for U.S. firms
  Reuters
• Turkey threatens retaliation after Iraqi Kurdish independence vote
  Reuters
• The GOP Tax Plan: Tough Choices With Limited Room to Maneuver
  WSJ
• Steven Mnuchin, a Newcomer, Tilts at Washington’s Hardest Target: The Tax Code
  WSJ
• Bond markets need to wake up to global upswing
  FT
• China’s state-owned business reform a step in the wrong direction
  FT

Monday, September 25, 2017

Evening

• Havens Climb on North Korea as Stocks Point Lower: Markets Wrap
  Bloomberg
• Sen. Susan Collins says she will vote 'no' on Obamacare repeal bill, likely dooming it
  CNBC
• Economists at the Fed are worried about its ability to respond to future crises
  CNBC
• China's Curbs, Debt Woes Bring Developers Crashing Back to Earth
  Bloomberg
• Global Markets on Edge After Politics Back in Spotlight
  Bloomberg
• Fed policymakers clash on outlook for inflation
  Reuters
• Dudley Says Fed to Maintain Gradual Tightening; Evans Is Wary
  Bloomberg
• Turnout high as Iraqi Kurds defy threats to hold independence vote
  Reuters
• Turkey Warns Iraq Kurds It Can ‘Close the Valves’ on Oil Exports
  Bloomberg

General

• U.S. Stocks Sink as North Korea Escalates War Talk: Markets Wrap
  Bloomberg
• North Korea's Foreign Minister Says Trump Comments Amount to Declaration of War
  Bloomberg
• Fed's Dudley Says He Sees Inflation Restraints Proving Temporary
  Bloomberg
• GOP Revises Obamacare Repeal Bill Likely Headed for Defeat
  Bloomberg
• Merkel’s Bloc Regroups After ‘Nightmare Victory’ in Germany
  Bloomberg
• China Developers Plunge as Government Expands Tightening
  Bloomberg
• ECB becoming more confident about inflation rebound: Draghi
  Reuters
• Merkel hangs on to power but bleeds support to surging far right
  Reuters
• Abe’s Future Hinges on Margin of Victory in Snap Election
  Bloomberg
• Crypto-Mania Grips Hong Kong as City Looks for Life Beyond Banks
  Bloomberg
• Turkey's Erdogan threatens to cut off oil flow from Iraq's Kurdish area over referendum
  Reuters
• As China Piles on Debt, Consumers Seek a Piece of the Action
  NYT
• Ignore the Fed’s Yield Sign at Your Peril
  WSJ
• German Results Reflect European Unease Over Identity, Economy
  WSJ
• Merkel faces complex coalition talks as grip on power weakens
  FT
• World’s Largest Money-Market Fund Will Lower Its Returns, Shed Risk
  WSJ

Sunday, September 24, 2017

Evening

• Euro Falls as Merkel Faces German Coalition Test After Win
  Bloomberg
• Merkel Chastised as Far-Right Surge Taints Fourth-Term Win
  Bloomberg
• New Zealand Dollar Declines After Inconclusive Election Result
  Bloomberg

General

• Trump cranks up North Korea threats as Pyongyang holds anti-U.S. rally
  Reuters
• Merkel Seeks Fourth Term as Germans Vote in Federal Election
  Bloomberg
• German election 2017: All you need to know about the vote
  CNBC
• Germans warned against apathy as Merkel heads for fourth term
  Reuters
• Trump to Get Tax Plan That Targets 20% Corporate Rate
  Bloomberg
• Yellen and Cohn Said to Be on Shortlist to Lead Federal Reserve
  NYT
• Leveraged Loans Are Back and on Pace to Top Pre-Financial Crisis Records
  WSJ
• The Global Stock Market’s Hidden Juice
  WSJ
• Russia and China quietly build business bonds
  FT

Saturday, September 23, 2017

General

• Merkel, Schulz urge undecided Germans to vote with far right gaining
  Reuters
• China Cities Tighten Home-Sale Rules to Tame Property Market
  Bloomberg
• U.S. bombers, fighters, stage show of force off North Korean coast
  Reuters
• Iran successfully tested new ballistic missile, state media reports
  Reuters

Evening

• Stocks Bounce, Treasuries Rise on Korea Tensions: Markets Wrap
  Bloomberg
• Fed officials in muddle over permanent vs temporary inflation lull
  Reuters
• Trump, Republicans to showcase tax cut for businesses
  Reuters
• Shorting volatility: Rising risks mean itchier trigger fingers
  Reuters

Friday, September 22, 2017

General

• Stocks Mixed as Havens Gain on Korea; Euro Rallies: Markets Wrap
  Bloomberg
• Canadian Inflation Accelerates to 1.4% on Gasoline
  Bloomberg
• Fed's Williams Says 2.5% Funds Rate About the `New Normal'
  Bloomberg
• North Korea could test hydrogen bomb over Pacific Ocean, says foreign minister
  CNN
• North Korea's Kim says will make 'deranged' Trump pay dearly for U.N. speech
  Reuters
• Balance of Power: Angela Merkel’s Struggle to Find a Partner
  Bloomberg
• Euro zone businesses end the third quarter on a high note
  Reuters
• McConnell lays it on the line
  Politico
• Jim Rogers says ETF holders will get mauled by ‘the worst’ bear market ever
  MarketWatch
• China's about to get its first new central bank head in 15 years
  CNBC
• A North Korea nuclear test over the Pacific? Logical, terrifying
  Reuters
• Defying Trump, Iran says will boost missile capabilities
  Reuters
• Rise of an ‘Asiadollar’ market or temporary boom?
  FT

Thursday, September 21, 2017

Evening

• Asia Stocks to Fall as U.S. Retreats, Metals Drop: Markets Wrap
  Bloomberg
• Trump Expands Sanctions on North Korea, Adding Economic Pressure
  Bloomberg
• The New Fed Team Will Inherit Inflation Miss That's Mystifying Yellen
  Bloomberg
• Janet Yellen is suddenly in a dead heat with Kevin Warsh to lead The Fed — Here's one reason why
  CNBC
• U.S. household net worth rises again in second quarter 2017
  Reuters
• Debt Continues to Haunt Ailing Retailers
  Bloomberg
• The Fed's 'out of control' balance sheet is a major threat
  CNBC, Bove
• Catalan leader presses on with banned vote on split from Spain
  Reuters
• $2 Trillion Later, Does the Fed Even Know if Quantitative Easing Worked?
  WSJ
• Charts that matter: Fed policymakers’ forecasts diverge from Fed funds futures
  FT

General

• U.S. Stocks Slip as Treasuries Rise With Dollar: Markets Wrap
  Bloomberg
• Three Bond Market Lessons From the Toys ‘R’ Us Debt Drama
  Bloomberg
• Home Prices Soar in Disaster-Prone Areas
  Bloomberg
• Japan's Central Bank Keeps Policy Unchanged Amid Unexpected Dissent
  Bloomberg
• S&P downgrades China, says rising debt is stoking economic, financial risks
  Reuters
• China's Dangerous House Price Boom Is Spreading
  Bloomberg
• Corporate debt may take bigger slice of QE pie as ECB tapers
  Reuters
• China says North Korean situation more serious by the day
  Reuters
• Key Takeaways From the September Fed Meeting
  WSJ
• Markets start to take Fed tightening seriously
  FT
• Janet Yellen refuses to be derailed by low-inflation mystery
  FT
• Wall Street’s Newest Puzzle: What Passive Buying and Selling Means for Individual Stocks
  WSJ
• Thirst for oil returns in wealthy nations
  FT