Daily News Links

8386 posts

Friday, February 10, 2017

General

• Bonds Slump as Dollar Boosted by Trump Tax Pledge: Markets Wrap
  Bloomberg
• Dollar Gains as Yen on the Defensive Before Trump-Abe Meeting
  Bloomberg
• Fitch: The Trump Administration Poses Risks to Global Sovereigns
  Reuters
• Euro zone, IMF agree on a common stance on Greece: official
  Reuters
• China Exports Surge Ahead of Potential Challenge From Trump
  Bloomberg
• China Faces Liquidity Test as $151 Billion Set to Exit System
  Bloomberg
• Why China's Banks Are Feeling Squeezed
  Bloomberg
• China Bitcoin Exchanges Halt Withdrawals After PBOC Talks
  Bloomberg
• Le Pen May Get a Shock If She Tries to Pay French Debt in Francs
  Bloomberg
• Vanguard Pulls In More Money Than Rivals Combined
  WSJ
• Trump backs "One China" policy in call with China's Xi
  Reuters
• As Trump hustles to nail down a tax overhaul, he faces the biggest federal debt surge since Truman
  CNBC
• China ‘beefing up military’ on disputed islands in the South China Sea, says US think tank
  SCMP

Thursday, February 9, 2017

Evening

• Bank, energy stocks lift Wall St indexes to record highs
  Reuters
• Mexico Raises Key Rate After Inflation Surges and Peso Stumbles
  Bloomberg
• Fed’s Bullard Says Fiscal Uncertainty Should Delay Rate Increase
  Bloomberg
• New GOP Memo Targets Stress Tests, CFPB in Dodd-Frank Changes
  Bloomberg
• Home Prices Rose in 89% of U.S. Metro Areas in Fourth Quarter
  Bloomberg
• Trump Promises Airlines New Infrastructure, Less Regulation
  Bloomberg
• Greece optimistic of deal with lenders on reforms, debt, next week
  Reuters
• Greek bonds sell off sharply as EU-IMF rift deepens
  FT

General

• Crude Gains Lift U.S. Stocks, Bond Rally Falters: Markets Wrap
  Bloomberg
• U.S. jobless claims fall to near 43-year low
  Reuters
• Should Greece stay or should it go? Analysts divided on whether Greece will exit euro
  CNBC
• Italy's UniCredit bank posts massive $14.5 billion loss
  AP
• Global automakers blame tax policy, Lunar New Year for China sales drop
  Reuters
• China c.bank says warned bitcoin exchanges of closure risk on rule violations
  Reuters
• Hong Kong's Frenzied Home Buyers Just Can't Be Stopped
  Bloomberg
• Germany brings its gold stash home sooner than planned
  CNBC
• Greece’s Never-Ending Fiscal Drama
  WSJ
• Investors pile into risky bonds in bet on Trump economy
  FT
• Chinese Companies Rush In With Nearly $2 Trillion Where Bankers Fear to Lend
  WSJ
• Asia Central Bank Chiefs Worry About Trump Policies
  WSJ
• Yen may be too hot to handle as Abe meets with Trump
  FT

Wednesday, February 8, 2017

Evening

• Wall Street closes little changed; banks weigh on Dow
  Reuters
• Political jitters lift gold, dent euro and French debt
  Reuters
• Dollar Policy Confusion Keeping Currency Traders Up at Night
  Bloomberg
• Mortgage Ratings Blamed for Subprime Crisis Still Flawed, Ex-Insider Says
  Bloomberg
• Worries Grow Over Euro’s Fate as Debts Smolder in Italy and Greece
  NYT
• The Next American Farm Bust Is Upon Us
  WSJ

General

• Treasuries Gain With Gold as U.S. Stocks Retreat: Markets Wrap
  Bloomberg
• Gold Reaches Three-Month High as Buyers Flock Back to Top ETF
  Bloomberg
• China's Raising Rates. Good for the Yuan, Bad for Bonds
  Bloomberg
• China's Currency Policy Approaches Breaking Point
  Bloomberg
• China says United States should 'brush up on' South China Sea history
  Reuters
• How China Lost $1 Trillion
  NYT
• Investors fear "accident" as Greek debt repayment nears
  Reuters
• Hill Republicans quake at Trump's budget-busting wish list
  Politico
• India Signals End to Easing Cycle, Unexpectedly Holds Rates
  Bloomberg
• Germany Abandons Push for G-20 Monetary Policy Restraint
  Bloomberg
• IMF Revives Greek Euro-Exit Warning Amid Deadlocked Bailout Talks
  WSJ
• Euro redenomination risk edges on to investors’ radar
  FT
• Why is the eurozone back in crisis over Greece?
  FT
• How the ECB’s purchases have changed European bond markets
  FT
• China credit flood set to persist despite PBoC rate rises
  FT
• The dollar: an orderly or disruptive appreciation?
  FT
• Central bankers face off over impact of a disorderly Brexit
  FT

Tuesday, February 7, 2017

Evening

• Reflation Trades Stall as Bonds Rise, Stocks Mixed: Markets Wrap
  Bloomberg
• Wall Street edges higher as Nasdaq hits record
  Reuters
• Houses are the least affordable they've been in seven years: Here's why
  CNBC
• In Shadow of Le Pen and Brexit, Traders Redraw European Strategy
  Bloomberg
• Greece hopes for breakthrough as funding stalemate persists
  Reuters
• Italy's "bitter" bank rescue tsar bemoans strategy vacuum
  Reuters
• U.S. government has itself to blame for dollar strength: Bundesbank
  Reuters
• Decade After Crisis, No Resolution for Fannie and Freddie
  NYT
• Dodd-Frank Rollback May Fall Short of G.O.P. Hopes
  NYT
• Hedge Fund Short Bets Are Going the Wrong Way… Again
  WSJ
• Experts back Trump’s tough line on trade with China
  FT
• Bundesbank chief rejects ‘absurd’ claim of euro manipulation
  FT

General

• Dollar Jumps, Gold Falls as Demand for Havens Ebbs: Markets Wrap
  Bloomberg
• Greek Two-Year Yields Approach 10% Amid IMF Standoff With EU
  Bloomberg
• Euro, European bonds unnerved by French politics
  Reuters
• Smaller December U.S. Trade Deficit Caps Worst Year in Four
  Bloomberg
• China Reserves Edge Below $3 Trillion as Yuan Pressure Increases
  Bloomberg
• Trump’s Dodd-Frank Do-Over Diverted to Slow Lane With Obamacare
  Bloomberg
• By this measure, stocks are massively overvalued
  CNBC
• As China’s Doors Open, Foreign Investors Worry About Exits
  Bloomberg
• The PBOC’s Tools to Manage Monetary Policy: QuickTake Scorecard
  Bloomberg

Monday, February 6, 2017

Evening

• Asian Stocks Fall After Yen Climbs on Haven Demand: Markets Wrap
  Bloomberg
• Treasuries Rise, U.S. Stocks Slip on Cautious Tone: Market Wrap
  Bloomberg
• Philadelphia Fed’s Harker Says March Is on the Table for a Hike
  Bloomberg
• Credit conditions for most business lending unchanged in fourth quarter : Fed
  Reuters
• Goldman economists see more risks for U.S. economy
  Reuters
• Goldman Sachs Economists Are Starting to Worry About President Trump
  Bloomberg
• Draghi Rebuts Trump Lines on Currency Wars, Bank Rules
  Bloomberg
• Investors Pile Into Treasurys, Bunds, Gilts as French Bonds Sell Off
  WSJ
• SEC Faces Obstacles to Rolling Back Dodd-Frank Rules
  WSJ
• Is Italy’s financial future resting on UniCredit?
  FT
• Mario Draghi pushes back at Trump shake-up
  FT
• For Donald Trump’s Team, Iran Moves Atop Confrontation List
  WSJ

General

• Treasuries, Gold Rise as U.S. Stocks Slip With Oil: Market Wrap
  Bloomberg
• European Bonds, Not the Euro, Take the Biggest Political Hit
  Bloomberg
• France Yield Spread Nears Four-Year High as Political Risk Grows
  Bloomberg
• Asia shares lag Wall St. gains, dollar becalmed
  Reuters
• China services sector extends strong growth in January but pace eases: Caixin PMI
  Reuters
• German Factory Orders Surge Most Since 2014 on Investment
  Bloomberg
• Germany opposes unilateral tariffs on imports: Merkel
  Reuters
• Investment Veteran Backs Gold on Risk of Trump Policy ‘Mistakes’
  Bloomberg
• Foreigners Cut Chinese Bond Holdings First Time Since 2015
  Bloomberg
• Five Charts That Say All Is Not Well in Markets
  Bloomberg
• America’s Asia Allies May Face Biggest Currency Reversal
  Bloomberg
• The Mortgage-Bond Whale That Everyone Is Suddenly Worried About
  WSJ
• Tiger Hedge Funds Become Wall Street Prey
  WSJ
• Mexico Teeters Between Its Recent U.S. Friendship and 170 Years of Hostility
  WSJ

Evening

• Asian Stocks Advance as Banks Rally; Dollar Steady: Markets Wrap
  Bloomberg
• Draghi Takes Case for QE to Brussels as Politics Keep Risks High
  Bloomberg
• France's Le Pen launches election bid with vow to fight globalization
  Reuters
• Overseas Chinese acquisitions worth $75bn cancelled last year
  FT
• Passive investing continues march into US bond market
  FT

Sunday, February 5, 2017

General

• Fiscal Hole Will Test President Donald Trump’s Agenda
  WSJ
• Schäuble blames ECB for euro that is ‘too low’ for Germany
  FT
• Mexico warns of global impact if Nafta collapses
  FT

Saturday, February 4, 2017

General

• US political, economic risks mounting against Trump's agenda, Goldman Sachs says
  CNBC
• Germany’s Merkel Would Welcome South American Trade Deal With EU
  Bloomberg
• France’s Marine Le Pen Unveils Presidential Platform Measures
  Bloomberg
• The method to President Trump's madness
  Politico
• Iran vows 'roaring missiles' if threatened, defies new sanctions
  Reuters
• China Assails U.S. Pledge to Defend Disputed Islands Controlled by Japan
  NYT