Daily News Links

8598 posts

Monday, June 12, 2017

Evening

• U.S. Tech Drop Resumes as Apple Falls; Oil Rises: Markets Wrap
  Bloomberg
• Bank of Canada Rate Hike Signal Sends Loonie Higher
  Bloomberg
• Subprime Auto Bonds From 2015 May End Up Worst Ever, Fitch Says
  Bloomberg
• U.S. Bears Return to China With Shorts Circling $6 Billion ETFs
  Bloomberg
• The tech wreck is a sign there could be a summer swoon
  CNBC

General

• Tech Selloff Spreads; Pound Slides as May Battles: Markets Wrap
  Bloomberg
• Tech sell-off spreads to Europe and Asia, politics lift euro
  Reuters
• Eyes on central banks after sterling shocker
  Reuters
• Britain's PM May to face her party amid post-election tumult
  Reuters
• French finance minister says 'optimistic' about Greek deal after Athens talks
  Reuters
• Bond Market Doomsayers Sound Alarm as Margin of Safety Vanishes
  Bloomberg
• Hedge Fund Delivers 19% Return by Betting Only on Safest Bonds
  Bloomberg
• Two Chinese Provinces Falsified Economic Data, Inspectors Say
  Bloomberg
• China's monthly vehicle sales post first back-to-back drop since 2015
  Reuters
• Japan core machinery orders fall more than forecast in sign of economic fragility
  Reuters
• Major Tech ETF Sees Worst Weekly Outflow in 18 Months
  Bloomberg
• 'Horrendous storm' to hit stocks, Wall Street not rational: David Stockman
  CNBC
• Forget Comey. The Real Story Is Russia’s War on America
  Politico
• Anti-Establishment Politics Is Far From Going Away
  Bloomberg, El-Erian
• Preparing for ‘Brexit,’ Britons Face Economic Pinch at Home
  NYT
• Fed’s Effort to Guide Markets Falls Short
  WSJ
• As Politics Boil, Financial Markets Are in Dream Land
  WSJ

Evening

• Asia Shares Mixed After U.S. Tech Rout; Pound Flat: Markets Wrap
  Bloomberg
• China Holds Firm to Its $5 Trillion Anchor as Fed, ECB Seek Exit
  Bloomberg
• Theresa May faces party showdown after disastrous election
  FT

Sunday, June 11, 2017

General

• Qatar Banks Can Survive Gulf, Foreign Funds Withdrawal, S&P Says
  Bloomberg
• Dollar shortages hit Qatar exchange houses as foreign banks scale back ties
  Reuters
• Puerto Rico Warns It May Grab Sales-Taxes Claimed by Bondholders
  Bloomberg
• Russia says tells U.S. not to strike Syrian pro-government forces again
  Reuters
• China’s New Bridges: Rising High, but Buried in Debt
  NYT
• Fed’s Effort to Guide Markets Falls Short
  WSJ
• Theresa May is ‘dead woman walking’, says George Osborne
  FT
• Poor inflation readings unlikely to deter Federal Reserve
  FT
• Trump, Russia and Comey: Where it all stands
  The Hill

Saturday, June 10, 2017

General

• British PM fights for survival ahead of Brexit talks
  Reuters
• May Fights to Keep Job as Top Aides Resign
  Bloomberg
• Theresa May's Top Two Aids Quit
  BBC
• The five biggest tech stocks lost nearly $100 billion in value on Friday
  CNBC
• Italy's Renzi sees elections at natural end of legislature in 2018
  Reuters
• Washington's Never Seen Anything Like the Comey Crisis. Or Has It?
  Bloomberg

Friday, June 9, 2017

Afternoon

• Tech Selloff Wrecks Record Day for U.S. Stocks: Markets Wrap
  Bloomberg
• Nasdaq Megacaps Go Careening Off Course
  Bloomberg
• May to form 'government of certainty' with DUP backing
  BBC
• Illinois Bonds Fall as Budget Impasse Pushes Rating Toward Junk
  Bloomberg

General

• Pound Drops on U.K. Vote; Global Impact Limited: Markets Wrap
  Bloomberg
• Britain's pound dives after UK election shock, lifting main FTSE shares
  Reuters
• May to form fragile government after UK election debacle, uncertainty over Brexit talks
  Reuters
• UK heading for hung parliament; Corbyn calls for May to step down
  CNBC
• As Brexit talks loom, shock UK election leaves May hanging by a thread
  Reuters
• Bond Market's Fast Money Bets on the Fed Hiking in June and December
  Bloomberg
• Markets Can't Shake Low Volatility Grip, Despite Risk-Rich Week
  Bloomberg
• Central Banks Poised to Start Rowing in One Direction Again
  Bloomberg
• China tightens grip on yuan to head off economic risks
  Reuters
• China's Factory Inflation Cools Again as Commodity Prices Ease
  Bloomberg
• Italy's Renzi says not hopeful of reaching new electoral pact with parties
  Reuters
• Global bond funds enjoy largest weekly inflow since 2015
  FT
• Feud over Qatar deepens conflicts across Arab world
  Reuters
• China says it is vigilant as two U.S. bombers fly over South China Sea
  Reuters
• North Korea Dreams of Turning Out the Lights
  WSJ

Thursday, June 8, 2017

Evening

• Pound Drops as U.K. Exit Poll Unnerves Investors: Markets Wrap
  Bloomberg
• May's grip on power in doubt as UK election heads for stalemate
  Reuters
• Stunning blow for May as UK exit poll points to no clear winner
  Reuters
• Exit polls show disaster for Theresa May as voters punish Tories
  FT
• U.S. Stocks at Records Amid Comey as Euro Weakens: Markets Wrap
  Bloomberg
• China's Banks Brace for June Cash Squeeze as Funding Costs Jump
  Bloomberg
• U.S. Households Just Added $2.35 Trillion in Wealth in the First Quarter
  Bloomberg
• Kuroda Says Japan Still a ‘Long Way’ From Meeting Inflation Goal
  Bloomberg
• FBI ex-head accuses White House of lies, does not say Trump obstructed justice
  Reuters
• No One Has Ever Made a Corruption Machine Like This One
  Bloomberg

General

• ECB Saps Euro Strength as Vote Unnerves U.K.: Markets Wrap
  Bloomberg
• ECB Drops Guidance on Rate Cuts in Step Toward Stimulus Exit
  Bloomberg
• ECB keeps money taps open but drops reference to rate cuts
  Reuters
• Britons vote in election seen strengthening May's Brexit hand
  Reuters
• Jobless Claims in U.S. Resume Decline Amid Tight Labor Market
  Bloomberg
• BOJ Is Said to Mull How to Communicate Eventual Stimulus Exit
  Bloomberg
• German Industrial Production Rises in Sign of Strong Recovery
  Bloomberg
• ECB to keep taps open as economic outlook uncertain
  Reuters
• Is China in Lock-Step With the Fed? Keep Watch Next Week
  Bloomberg
• Italy ruling party says deal on new electoral law 'dead', markets rally
  Reuters
• Elliott's Singer Warns System May Be More Leveraged Than 2008
  Bloomberg
• China’s Exports Rise in May as Global Trade Outlook Brightens
  Bloomberg
• India's Rising Temperatures Are Deadly: Study
  Bloomberg
• House Set to Pass Bill Rolling Back Wall Street Rules
  WSJ
• ECB rules out rate cut but confirms QE until year end
  FT
• $16tn US retirement sector faces radical overhaul
  FT

Wednesday, June 7, 2017

Evening

• An Unusually Packed Thursday Will Test Markets
  Bloomberg
• U.S. Stocks Rise, Treasuries Slide With Crude Oil: Markets Wrap
  Bloomberg
• Oil dives 5 percent on surprise build in U.S. crude, gasoline stocks
  Reuters
• Qatar debt rating downgraded by S&P as riyal hits 11-year low
  Reuters
• Exclusive: EU in stronger position to tackle Italy after Spain bank rescue - source
  Reuters
• Bill Gross Says Market Risk Is Highest Since Pre-2008 Crisis
  Bloomberg
• 5 Big Tech Stocks Build Market Euphoria, and Jitters
  NYT
• Revolutionary Guards blame Saudi Arabia for Tehran terror attack
  FT

General

• U.S. Stocks Rise With Dollar, Treasuries Slump: Markets Wrap
  Bloomberg
• Euro Drops Sharply As ECB Said To Cut Inflation Outlook
  Investing.com
• ECB triggers overnight Santander rescue of Spain's Banco Popular
  Reuters
• ECB Said to Cut Inflation Outlook After Energy Prices Slide
  Bloomberg
• European bank bailout soothes anxious markets
  Reuters
• Gold Makes Run Toward $1,300 as Risk Flares From U.K. to Mideast
  Bloomberg
• Thursday Triple Whammy Has Funds On Edge: AMP's Short Real, Amundi's Long Euro
  Bloomberg
• Gulf Banks to Cut Qatar Exposure as Wider Sanctions Seen
  Bloomberg
• Political leaders hunt for votes on last day of tumultuous British election campaign
  Reuters
• China May forex reserves rise more than expected on weaker dollar, capital controls
  Reuters
• The World’s $100 Trillion Question: Why Is Inflation So Low?
  Bloomberg
• What the ECB Will Do This Week
  Bloomberg, El-Erian
• Leverage poised to make a comeback on calm markets
  FT
• Investor doubts about Trump agenda weigh on dollar
  FT
• Why the UK election matters to rest of the world
  FT
• The ECB’s German bonds headache
  FT
• GOP Senators’ Medicaid Clash Jeopardizes Health Deal
  WSJ
• Spring Rally in Stocks, Bonds, Gold and Bitcoin Unnerves Investors
  WSJ
• Millions of Young People Shut Out of the Housing Market
  WSJ
• China Market Squeeze Starts to Strangle Small Businesses
  WSJ
• U.S. Oil Exports Double, Reshaping Vast Global Markets
  WSJ
• ECB Critic Holds His Tongue as Race Nears for Bank’s Top Job
  WSJ
• Australians Have So Much Debt They’re Becoming Afraid to Spend
  WSJ

Tuesday, June 6, 2017

Afternoon

• U.S. Stocks Fall With Dollar as Treasuries Rise: Markets Wrap
  Bloomberg
• How Financial Vulnerability Helped to Curb Global Productivity
  Bloomberg
• U.S. Job Openings Hit Record High in April, Topping 6 Million
  Bloomberg
• U.S. CEO Sentiment at Three-Year High Is Good Omen for Economy
  Bloomberg

General

• Havens Rally as Risk Events Stack Up; Oil Swings: Markets Wrap
  Bloomberg
• Dollar hits seven-month low, stocks, oil retreat as caution reigns
  Reuters
• Qatari riyal under pressure as Saudi, UAE banks delay Qatar deals
  Reuters
• Five Questions About the Fed's $4.5 Trillion Balance Sheet
  Bloomberg
• Trump’s America Is Facing a $13 Trillion Consumer Debt Hangover
  Bloomberg
• Americans Are Pouring Money Into Their Homes Like It's the 1990s
  Bloomberg
• Fast-rising home prices finally hit a wall
  CNBC
• China's Banks Are Reshaping the Sovereign Dollar-Bond Market
  Bloomberg
• How China’s Biggest Bank Became Wall Street’s Go-To Shadow Lender
  Bloomberg
• Is the World Overdoing Low Interest Rates?
  Bloomberg
• South Africa Has Second Recession in Eight Years
  Bloomberg
• Noble Group's Misery Deepens as Shares Sink to Lowest Since 2000
  Bloomberg
• The $1bn hostage deal that enraged Qatar’s Gulf rivals
  CNBC/FT
• The ECB and tapering: a challenge that will not go away
  FT
• One Market Gauge Is Signaling Fed Should Continue to Tighten Policy
  WSJ