Daily News Links

8811 posts

Wednesday, August 2, 2017

Evening

• Asia Stocks to Start Mixed as Stellar Run Assessed: Markets Wrap
  Bloomberg
• Equities weaken after Dow breaks 22,000; dollar soft
  Reuters
• Fed's Bullard opposes more U.S. rate hikes: Market News International
  Reuters
• Fed's Mester Expects Inflation to Rebound From One-Time Factors
  Bloomberg
• Banking regulator kicks off Volcker Rule rewrite process
  Reuters
• Rosengren: Tight Labor Markets Justify Fed Plans to Keep Raising Rates
  WSJ
• China admits to disguised fiscal borrowing risk
  FT
• China warns neighbours over territorial disputes
  FT

General

• U.S. Stocks, Dollar Retreat as Apple Bolsters Dow: Markets Wrap
  Bloomberg
• U.S. private sector adds 178,000 jobs in July: ADP
  Reuters
• Trump administration is said to prepare broad trade case against China
  CNBC/NYT
• Some Republicans Are Frustrated With Lack of Detail in GOP Tax Plan
  Bloomberg
• How China’s Risk Crackdown Will Hit Manhattan’s Property Market
  Bloomberg
• China Isn't Excited About iPhones Any More
  Bloomberg
• Can Xi Jinping Defuse China’s Debt Bomb?
  BloombergBusinessweek
• Chinese state media: Trump is 'wrong' when he says we can fix the North Korea problem
  CNBC
• U.S. Plans Trade Measures Against China
  WSJ
• Venezuelan Default Fears Rise With Billions in Debt Coming Due Soon
  WSJ
• Hong Kong dollar peg slips to weakest in 19 months
  FT

Tuesday, August 1, 2017

Evening

• Apple jumps 6% to record high after earnings beat estimates
  CNBC
• Dow at record on strong earnings; Apple earnings awaited
  Reuters
• Oil Drops as Market Awaits Confirmation of Steady Supply Decline
  Bloomberg
• U.S. auto sales fall in July as carmakers slash rental fleet sales
  Bloomberg
• Toyota, Nissan, Honda Beat U.S. Estimates as Local Brands Suffer
  Bloomberg
• Four major US cities ring housing bubble alarm
  CNBC, Olick
• China Needs to Act on $33 Trillion of Credit, Analyst Chu Says
  Bloomberg
• Investors are more crowded into tech stocks than ever before
  CNBC
• Paul Tudor Jones Clients Pull 15% From Main Hedge Fund
  Bloomberg
• How Risky Loans Are Kept Afloat in Alphabet Soup
  WSJ
• Venezuela seizes opposition leaders Lopez, Ledezma from homes
  Reuters

General

• Stocks Gain as Earnings, Data Boost Confidence: Markets Wrap
  Bloomberg
• Americans' Spending Barely Grew in June as Incomes Stagnated
  Bloomberg
• U.S. Auto Market Slump Persists
  Bloomberg
• China factory activity accelerates in July on strong export orders: Caixin PMI
  Reuters
• Euro-Area Economy Steams Ahead as ECB Waits for Inflation
  Bloomberg
• China Forex Regulator Is Examining Top Dealmakers, Sources Say
  Bloomberg
• Anbang denies regulators told it to sell overseas assets
  Reuters
• Europe Becomes Hedge-Fund Hotspot as Economic Recovery Takes Off
  Bloomberg
• 1MDB Misses $603 Million Payment to Abu Dhabi Sovereign Wealth Fund
  Bloomberg
• Debt-Ridden Chinese Giant Now a Shadow of Its Former Size
  NYT
• ETFs Now Have $1 Trillion More Than Hedge Funds
  WSJ
• Auto Lender’s Risks Larger Than They Appear
  WSJ
• Investors hedge against sharp stock market correction
  FT
• President Xi says China loves peace but won't compromise on sovereignty
  Reuters
• As Washington Churns, the World Grows More Dangerous
  WSJ

Monday, July 31, 2017

Evening

• Asia Stocks Point Lower as Yen, Euro Extend Gains: Markets Wrap
  Bloomberg
• U.S. Stocks Limp to the Finish of a Healthy July: Markets Wrap
  Bloomberg
• Chicago Pension Bills Soar as City Pays Up to Keep Funds Solvent
  Bloomberg
• History says there's a 99% chance stock market returns will be subpar from here
  CNBC
• Potential U.S. Oil Sanctions Boost Risk of Venezuela Default
  Bloomberg
• Greenspan Sees Return of Stagflation Unseen Since 1970s
  Bloomberg
• Trump tax reform plan heads into quagmire
  FT
• Multinationals in China brace for online crackdown
  FT
• Pentagon Offers Plan to Arm Ukraine
  WSJ

General

• U.S. Stocks Mixed, Dollar Gains as Treasuries Slip: Markets Wrap
  Bloomberg
• Republicans Face Tough Choice: Repeal Obamacare or Cut Taxes
  Bloomberg
• Inflation Hits Low Bar Draghi Set as Stimulus Debate Gets Closer
  Bloomberg
• China central bank to ensure smooth, orderly deleveraging, assistant governor says
  Reuters
• China Factory PMI Suggests Economic Momentum Dialed Back in July
  Bloomberg
• Exclusive: MSCI warns Chinese companies about suspending trading of shares
  Reuters
• China Asks Waldorf Owner Anbang to Sell Assets Abroad, Sources Say
  Bloomberg
• China hits back at Trump criticism over North Korea
  Reuters
• Mysterious craters blowing out of Russia could mean trouble for the whole planet
  CNBC
• Late Credit-Card Payments Stoke Fears for Banks
  WSJ
• Donald Trump Deepens GOP Divide
  WSJ
• You are too complacent, central bankers warn markets
  FT
• Trump’s rift widens with Republicans
  FT
• One of China’s biggest P2P lenders quits ahead of clampdown
  FT

Sunday, July 30, 2017

Evening

• Asia Stocks Open Little Changed; Oil Nudges $50: Markets Wrap
  Bloomberg
• Trump's Dollar Mess: Losses Pile Up as Political Drama Mounts
  Bloomberg
• A Look Under China's Hood Reveals an Economic Divergence
  Bloomberg
• Next Up for GOP Congress: Raising the Debt Ceiling
  WSJ

General

• Trump expresses frustration with China over North Korea, hints at retaliation
  CNBC
• Real estate booms in China's small cities, but construction outpaces demand
  Reuters
• U.S. flies bombers over Korean peninsula after North Korea missile test
  Reuters
• China Shows Off Military Might, and Xi Jinping Puts Rivals on Notice
  NYT
• Pro-Russian Separatists Harden Split from Ukraine
  Spiegel

Saturday, July 29, 2017

General

• ECB should think about when it wants to wind down bond buys: Lautenschlaeger
  Reuters
• Venezuela money supply surges 10 percent in one week, fastest in 25 years
  Reuters
• The Great Transatlantic Bond Divergence Unwind
  WSJ
• Iran says new tensions between Revolutionary Guards and U.S. Navy
  Reuters

Friday, July 28, 2017

General

• U.S. Stocks Fall, Dollar Weakens After Growth Data: Markets Wrap
  Bloomberg
• U.S. economic growth picks up in second quarter, wages continue to lag
  Reuters
• German Inflation Unexpectedly Steady as ECB Nears Exit Debate
  Bloomberg
• Russia orders out U.S. diplomats in sanctions retaliation
  Reuters
• North Korea fired a missile that may have landed in Japan: Japanese PM
  CNBC
• U.S. orders Venezuela embassy families out, crisis deepens
  Reuters
• Pakistan faces political turmoil as PM Sharif ousted in wealth probe
  Reuters

Thursday, July 27, 2017

Evening

• Asia Stocks Face Mixed Start; Dollar Rebounds: Markets Wrap
  Bloomberg
• Stocks Slide as Volatility Spikes, Dollar Gains: Markets Wrap
  Bloomberg
• Ryan Gives Up on Border-Adjusted Tax on Imports After Attack
  Bloomberg
• Trump fade: Investors reallocating as president's agenda derails
  CNBC
• Wall Street legend Byron Wien finds something about this market to be 'disturbing'
  CNBC
• Pulled debt sales fail to shake belief in Asia’s Goldilocks outlook
  FT

General

• Stocks Mixed Amid Slew of Earnings; Dollar Steady: Markets Wrap
  Bloomberg
• Tax Overhaul in Doubt as House GOP Stuck on Budget Disagreements
  Bloomberg
• Senate poised for healthcare showdown
  Reuters
• Bannon Is Said to Call for 44% Tax on Incomes Above $5 Million
  Bloomberg
• Germany Tightens Grip on EU Posts as Draghi Succession Nears
  Bloomberg
• Libor: The Rise and Fall of ‘The World’s Most Important Number’
  Bloomberg
• Deutsche Bank Warns on Outlook as Cryan's Turnaround Slows
  Bloomberg
• Behind an $18 Billion Donation to a New York Charity, a Shadowy Chinese Conglomerate
  NYT
• Investors May Feel Left Out of Fed’s Plans
  WSJ
• Wall Street Needs You to Borrow Against Your Stock
  WSJ
• HNA’s Biggest Shareholder Doesn’t Really Exist Yet
  WSJ
• China’s HNA to be held by little-known charities
  FT
• Covered bonds: the European link to Canada’s house price boom
  FT