Daily News Links

8811 posts

Wednesday, August 16, 2017

Evening

• U.S. Stocks Pare Gains, Dollar Falls on CEO Rebuke: Markets Wrap
  Bloomberg
• Trump Ends Business Councils as CEOs Turn Against President
  Bloomberg
• Fed policymakers grow more worried about weak inflation: minutes
  Reuters
• Fed minutes: Central bank split over path of rate hikes
  CNBC, Cox
• Fed's Mester says U.S. rate hikes should continue despite weak inflation
  Reuters
• Chinese Demand Pushes the Market for Asia's Dollar Bonds Toward $1 Trillion
  Bloomberg
• Fed divided on start to balance sheet unwinding
  FT

General

• U.S. Stocks Rise as Investors Await Fed Minutes: Markets Wrap
  Bloomberg
• Fed Minutes May Show Battle Lines Hardening Over Soft Inflation
  Bloomberg
• This is what the markets are looking for from the Fed Wednesday
  CNBC
• ECB's Draghi will not deliver fresh policy steer at Jackson Hole: sources
  Reuters
• U.S. Housing Starts Fell in July on Apartment Building Slowdown
  Bloomberg
• As NAFTA talks begin, Trump's 'America First' agenda looms large
  Reuters
• Iron Ore Risks Keeling Over as Slowing China Drives Reversal
  Bloomberg
• India, China soldiers involved in border altercation: Indian sources
  Reuters
• The Real Reason North Korea Is Threatening Guam
  Politico
• Trump’s Loyal Sidekick on North Korea: Japan’s Shinzo Abe
  WSJ
• Fed’s Fischer attacks moves to unwind regulations
  FT
• Emerging-market assets ‘increasingly influenced’ by ETF investors – Citi
  FT

Tuesday, August 15, 2017

Evening

• Asian Shares Mixed, Korea Advances as Calm Returns: Markets Wrap
  Bloomberg
• U.S. Stocks Dip Slightly as Korea Threat Recedes: Markets Wrap
  Bloomberg
• Americans' debt level notches a new record high
  Reuters
• As housing affordability weakens, more buyers are left out in the cold
  CNBC
• ‘Deep’ Subprime Car Loans Hit Crisis-Era Milestone
  Bloomberg
• Homebuilder Sentiment in U.S. Reaches Three-Month High in August
  Bloomberg
• ‘Ominous’ Sign for Stocks Seen by Bank of America in Fund Survey
  Bloomberg
• Canadian Home Prices Tumble the Most Since 2008 Recession
  Bloomberg
• Iran could quit nuclear deal in 'hours' if new U.S. sanctions imposed: Rouhani
  Reuters
• Central banks holding a fifth of their governments’ debt
  FT
• IMF warns China over ‘dangerous’ levels of debt
  FT
• German judges refer case on ECB’s QE stimulus to European court
  FT

General

• Dollar Extends Gain After Retail Data; Bonds Drop: Markets Wrap
  Bloomberg
• Broad-Based Advance in U.S. Retail Sales Shows Solid Spending
  Bloomberg
• U.S. import prices rebound after two straight monthly declines
  Reuters
• ECB's QE Questioned by German Judges Asking for EU Review
  Bloomberg
• Schaeuble: ECB to quit ultra-loose monetary policy in foreseeable future
  Reuters
• China says it will defend interests if U.S. harms trade ties
  Reuters
• North Korea's Kim holds off on Guam missile plan; Seoul says will prevent war by all means
  Reuters
• As China's Shadow Banking Takes a Hit, the Cash Flows Elsewhere
  Bloomberg
• Domestic demand keeps Germany driving euro zone economy in Q2
  CNBC
• Australia's Central Bank Renews Alert on Mounting Household Debt
  Bloomberg
• The ‘Fire and Fury’ Crisis: Trump Risks a Backfire Over China and North Korea
  WSJ

Monday, August 14, 2017

Evening

• Stocks Surge, Havens Retreat as Korea Fears Wane: Markets Wrap
  Bloomberg
• Kim reviews Guam strike plan as Mattis issues stark warning
  CNN
• North Korea's Kim puts army on alert; U.S. warns it can intercept missile
  Reuters
• Trump signs measure on Chinese trade practices, says it's 'just the beginning'
  CNBC
• Trump orders China IP probe as business groups urge caution
  Reuters
• Fed's Dudley Says He Still Favors Another Rate Hike in 2017
  Bloomberg
• U.S. Stock Buybacks Are Plunging
  Bloomberg
• China's Stability at Stake as the Next Generation of Money Men Rises
  Bloomberg
• China's Economic Speed Bump May Reignite Corporate Bond Defaults
  Bloomberg
• Wanda's Bonds Trade Like They're Junk Despite AAA China Rating
  Bloomberg
• Korea tensions ease slightly as U.S. officials play down war risks
  Reuters
• Trump Signs Order Increasing Trade Pressure on China
  WSJ
• American genius is under attack from China
  FT, Wilbur Ross
• Japan’s ETF addiction stores up risk for the future
  FT

General

• Stocks Bounce and Havens Drop as Korea Fears Abate: Markets Wrap
  Bloomberg
• After a Summer Bond Binge, Signs of Angst Are Growing in the Market
  Bloomberg
• China's Economic Growth Dials Back
  Bloomberg
• US tax change proposals anger builders, real estate agents, charities
  Reuters
• China's Property Slowdown Means Peak of Growth Cycle Has Passed
  Bloomberg
• China Home Sales Grow at Slowest Pace in More Than Two Years
  Bloomberg
• Chinese state newspaper says Trump trade probe will 'poison' relations
  Reuters
• China's real estate investment growth slowed in July from June, as government curbs continued
  Reuters
• Skepticism Mounts (Again) About the Next Fed Rate Hike
  WSJ
• China Sets Its Banks on Scramble for Funding
  WSJ
• Margin Pressure Ahead for U.S. Companies
  WSJ
• Trump aides seek to placate China ahead of trade move
  FT

Sunday, August 13, 2017

Evening

• Korea Angst Shows Signs of Abating as Stocks Rise: Markets Wrap
  Bloomberg
• Japan Second-Quarter GDP Up 4%, Beating Estimates
  Bloomberg
• Trump Finds Tackling China Trade Is Harder Than It Sounds
  Bloomberg
• China's Xi Grapples With Rising Cost of Supporting Kim Jong Un
  Bloomberg
• Either China's Bond Market Or Commodities Are Getting It Wrong
  Bloomberg
• Record ETF inflows fuel price bubble fears
  FT
• It is crunch time for Donald Trump on trade
  FT

General

• Guam, Japan prepare for possible North Korea missile launch
  CNN
• Britain says Brexit talks should move to next phase, as ministers show unity
  Reuters
• Mario Draghi faces easing dilemma as strong euro sparks concern
  FT
• Trump’s Easing of Postcrisis Wall Street Rules Gains Momentum
  WSJ
• Short sellers target high-flying US technology stocks
  FT
• Why the Federal Reserve’s job will get harder
  FT

Saturday, August 12, 2017

General

• Trump Is Ready to Turn Up the Heat on China Over IP Transfers
  Bloomberg
• China's Xi Seeks to Calm North Korea Tensions in Call With Trump
  Bloomberg
• Trump's China trade crackdown coming Monday
  Politico
• Trump reportedly plans to call for China intellectual property probe on Monday
  Reuters
• In call with Trump, China's Xi urges restraint over North Korea
  Reuters
• Minutes from missiles, Guam islanders get to grips with uncertain fate
  Reuters
• India's Military Said to Increase Alert Along Tense China Border
  Bloomberg

Evening

• Signs of Junk Seepage in Biggest Weekly S&P 500 Drop Since March
  Bloomberg
• Gold Surges to Highest Since Early June on Tame U.S. Inflation
  Bloomberg
• August, When All the Traders Take Off and Drama Hits the Markets
  Bloomberg
• Tesla Boosts Bond Sale to $1.8 Billion for Model 3
  Bloomberg
• Russia says bellicose rhetoric on North Korea is 'over the top'
  Reuters
• Trump Warns North Korea ‘Military Solutions’ Are ‘In Place, Locked and Loaded’
  WSJ

Friday, August 11, 2017

General

• U.S. Stocks Stabilize, Dollar Slips on Price Data: Markets Wrap
  Bloomberg
• Global stocks, dollar extend slide as U.S., North Korea tensions intensify
  Reuters
• Trump: military solutions 'locked and loaded' against North Korea threat
  Reuters
• U.S. Inflation Remains Subdued as Core Index Misses Forecasts
  Bloomberg
• Trump Doubling Down on Rhetoric Rattles South Korean Markets
  Bloomberg
• War Threats Deliver Worst Blow in a Year to Europe Credit: Chart
  Bloomberg
• Fed Taper Plan Brings Risk to Mortgage Debt Unseen in Treasuries
  Bloomberg
• China's economic problems are exactly why its global influence is expanding
  CNBC
• The next crash risk is hiding in plain sight
  FT, Tett
• North Korea, Trump’s ‘Fire and Fury’ Leave Beijing With Few Options
  WSJ
• North Korea steps closer to end-game in nuclear quest
  FT
• How Silicon Valley rediscovered LSD
  FT

Thursday, August 10, 2017

Evening

• Stocks Drop Most Since May, Bonds Rally on Tension: Markets Wrap
  Bloomberg
• VIX's Highest Close Since Election Sparks Record Rush to Protect
  Bloomberg
• A 47% VIX Surge Isn't How Bulls Hoped August Would Start
  Bloomberg
• Junk Bonds Slump as Morgan Stanley Sees a Bigger Unwind Ahead
  Bloomberg
• Dudley Says Inflation Will ‘Take Some Time’ to Reach Fed's Goal
  Bloomberg
• Exclusive: Foundations for post-Libor system sliding into place
  Reuters
• Consumer Comfort Reaches 16-Year High on U.S. Economic Optimism
  Bloomberg
• U.S. Inflation Is Finally Picking Up. Probably
  Bloomberg
• Vancouver Housing Posts Biggest Price Gains Since 1990
  Bloomberg
• Today’s Financial Crisis: We Forgot the Financial Crisis of 2007
  WSJ
• Chinese top official warns economy ‘kidnapped’ by property bubble
  FT
• Trump issues stern warning to North Korea and its leader
  Reuters
• Any new Korean war could quickly escalate to catastrophe
  Reuters

General

• U.S. Stocks Slump, Volatility Spikes on Korea Spat: Markets Wrap
  Bloomberg
• Gold Beats U.S. Stocks as North Korea Worries Drive Haven Demand
  Bloomberg
• U.S. producer prices record biggest drop in 11 months
  Reuters
• Junk Yields Lining Up With Treasuries Sign of Bubble for BofA
  Bloomberg
• Buoyant bitcoin stirs crypto-bubble fears
  Reuters
• China may be hurting its own banks by forcing them to drop risky assets
  CNBC
• A Missing Tycoon’s Links to China’s Troubled Dalian Wanda
  NYT
• Pentagon plan for pre-emptive strike on North Korea would reportedly launch from base in Guam
  CNBC
• North Korea details Guam missile plan, calls Trump's warning a 'load of nonsense'
  Reuters
• China seethes on sidelines amid latest North Korea crisis
  Reuters
• Exclusive: U.S. destroyer challenges China's claims in South China Sea
  Reuters
• Supranational debt issuance more than doubles in a decade
  FT