Daily News Links

8385 posts

Friday, January 20, 2017

Evening

• Trump’s Presidency Opens With Combative ‘America First’ Appeal
  Bloomberg
• Inaugural Pomp Mixes With Whiff of Tear Gas on Day of Transition
  Bloomberg
• Wall Street ends higher as Trump takes office
  Reuters
• Haven Assets in Demand as Forceful Trump Sworn In: Markets Wrap
  Bloomberg
• Trump trade strategy starts with quitting Asia pact: White House
  Reuters
• Germany must prepare for 'rough ride' under Trump: Vice Chancellor
  Reuters
• Donald Trump is sworn in as president, vows to end ‘American carnage’
  Washington Post
• One thing about Trump's inaugural address surprised Carl Icahn
  CNBC
• Donald Trump Sworn In as 45th President, Aims Sharp Rhetoric at Washington Establishment
  WSJ
• Donald Trump Indicts Political System, Remains the Outsider
  WSJ
• Trump Administration Suspends Insurance Cut for Risky Mortgages
  WSJ
• America’s divisions on vivid display on streets of Capitol
  FT

General

• Stocks Pare Gains, Treasury Losses Ease on Trump: Markets Wrap
  Bloomberg
• Trump Takes Reins of Nation as Divisions Deprive Him of a Honeymoon
  Bloomberg
• Executive actions ready to go as Trump prepares to take office
  Reuters
• China GDP beats expectations but debt risks loom
  Reuters
• China’s Yuan Outflows Plummet, Showing Capital Controls Pay Off
  Bloomberg
• A Default Storm Is Brewing Over China Junk Bonds
  Bloomberg
• Bullion Bulls Have History on Their Side as Trump Takes Helm
  Bloomberg
• VVIX and VIX Go Opposite Ways for a Second Straight Week: Chart
  Bloomberg
• Draghi’s Role in Elite Finance Group Comes Under EU Scrutiny
  Bloomberg
• Schaeuble, Lagarde Seek to Bridge Greek Gap Amid Talks Deadlock
  Bloomberg
• Ex-BOE’s King Raps Central Banks for Losing Focus, Humility
  Bloomberg
• Donald Trump’s Presidency: A Look at His Proposed Policy Shifts
  WSJ
• Trump’s vigorous and unexpected impact on markets — in charts
  FT

Thursday, January 19, 2017

Evening

• Wall Street falls as investors ready for Trump's inauguration
  Reuters
• Mnuchin Defends Banking Past, Advocates Strong U.S. Dollar
  Bloomberg
• Mnuchin Puts Pressure on Banks Over Volcker Rule, Glass-Steagall
  Bloomberg
• Mnuchin Says He’ll Tag China an FX-Manipulator If Warranted
  Bloomberg
• Schaeuble Says He’d Balk at New Greek Bailout Without the IMF
  Bloomberg
• China is working hard to support its currency — it sold US government bonds for six straight months
  CNBC
• In Davos, Financiers Bewildered by Global Uncertainty
  NYT
• Mnuchin Hearing Does Little to Clear Trump Fog of Uncertainty
  WSJ
• New Wall Street Conflict: Analysts Say ‘Buy’ to Win Special Access for Their Clients
  WSJ
• Currency traders see tug of war over the dollar
  FT

General

• Wall Street flat as countdown to Trump's swearing-in begins
  Reuters
• Draghi Says ECB Unconvinced on Inflation as Pickup Driven by Oil
  Bloomberg
• ECB Leaves Bond-Buying Program Unchanged as Inflation Gains
  Bloomberg
• American Consumers’ Economic Expectations Are The Highest Since 2002
  Bloomberg
• U.S housing starts surge in December; jobless claims near 43-year low
  Reuters
• Stemming the Tide: Six Things China Can Do Next to Curb Outflows
  Bloomberg
• China says FX reserves ample, has plan to deal with outflows
  Reuters
• Draghi Bingo Is ECB Watchers’ Game as Stimulus Pumps Up Prices
  Bloomberg
• As market counts down to inauguration, markets want to see what Trump Treasury pick says about dollar, bonds
  CNBC
• How Deutsche Bank Made −$462 Million Disappear
  Bloomberg
• Donald Trump and China’s Year of the Hawk
  Politico
• The Mortgage Market’s $1 Trillion Pocket of Worry
  WSJ
• What to Watch at Today’s ECB Meeting
  WSJ
• Trump’s government: the people who will matter for markets
  FT
• 2016 Was a Record Year for Data Breaches
  Bloomberg

Wednesday, January 18, 2017

Evening

• Yellen Says Economy Near Goals Warrants Gradual Rate Hikes
  Bloomberg
• Risk-On Stance Awaits Asia After Yellen Remarks: Markets Wrap
  Bloomberg
• China’s Holdings of U.S. Treasuries Drop by Most Since 2011
  Bloomberg
• Commerce Pick Ross Calls China ‘Most Protectionist’ Major Nation
  Bloomberg
• Trump's trade policies could make things much worse for debt-ridden China
  CNBC
• Donald Trump and Janet Yellen Look to Be on a Collision Course
  NYT
• Wall Street's Year in Charts: Trading Gains, Job Cuts and More
  Bloomberg
• Ross escalates Trump trade criticism against Beijing
  FT
• Fed officials prepare ground to cut bank’s $4.5tn balance sheet
  FT
• Global temperatures in 2016 break record for third year in a row
  FT

General

• Havens Slip in Tussle of Politics Versus Inflation: Markets Wrap
  Bloomberg
• Asia stocks up as Trump's dollar comment boosts exporters; sterling shines
  Reuters
• Consumer Prices in U.S. Rise for Fifth Month on Shelter, Fuel
  Bloomberg
• Trump’s Options for Weakening Dollar Extend Far Beyond Tweeting
  Bloomberg
• Business euphoria over Trump gives way to caution, confusion
  Reuters
• Goldman Sachs Earnings Climb as Trading Outpaces Expectations
  Bloomberg
• China's Central Bank Pumps Out a Record $60 Billion Before Holidays
  Bloomberg
• China 2016 home prices surge most in 5 years, but moderating, easing bubble fears
  Reuters
• China Home Prices Rose in Fewest Cities in 11 Months Amid Curbs
  Bloomberg
• Capital curbs push Chinese firms to risky, costly dollar bonds
  Reuters
• Run-Up Since Election Slows as Investors Consider Risks
  NYT
• No longer welcome? American companies fear China’s turning its back on them.
  Washington Post
• ECB bond buying slide raises taper questions
  FT
• China urges U.S. to bar Taiwan delegation from Trump inauguration
  Reuters

Tuesday, January 17, 2017

Evening

• Japan to Join Global Stock Selloff as Yen Jumps: Markets Wrap
  Bloomberg
• Banks Lead U.S. Stock Declines as Dollar Weakens, VIX Jumps
  Bloomberg
• Bank stocks post worst day in half a year as Trump uncertainties grow
  CNBC
• Dollar Drops on Trump Comments as May Boosts Pound: Markets Wrap
  Bloomberg
• China Spawns New Debt Market to Ease Burden on Local Governments
  Bloomberg
• Trump just signaled the death of Clinton-era strong dollar policy
  CNBC
• Deutsche Bank signs $7.2 billion deal with U.S. over risky mortgages
  Reuters
• Social Security has a looming $11 trillion shortfall
  CNBC
• These Are the Biggest Global Risks for 2017
  Bloomberg
• Trump team questions the almighty dollar
  FT
• Behind China’s Bond Selloff, a Risky Twist on the Repo Trade
  WSJ

General

• Dollar Drops on Trump Comments as May Boosts Pound: Markets Wrap
  Bloomberg
• Chinese Stocks Decline in Longest Losing Streak for Three Years
  Bloomberg
• Asian Stocks Drop on Concerns Over ‘Hard’ Brexit, U.S. Policies
  Bloomberg
• Britain will leave EU single market, May says
  Reuters
• Brexit at-a-glance: What we learned from Theresa May
  BBC
• Trump adviser warns of risks from strong dollar
  Reuters
• May Ready to Announce Britain Will Leave EU Single Market
  Bloomberg
• China Said to Intervene in Stock Market as Xi Attends Davos
  Bloomberg
• Be Skeptical of the Fed's Rate Signals
  Bloomberg
• Central Banks Drop Their Bazookas
  WSJ
• Donald Trump Warns on House Republican Tax Plan
  WSJ
• Amped Up Politics and the Future of Central Banking
  WSJ
• As Trump Era Arrives, a Sense of Uncertainty Grips the World
  NYT
• Trump flexes muscle against pillars of postwar order
  FT

Monday, January 16, 2017

General

• Brexit Plans Rattle Pound and Stocks as Gold Rises: Markets Wrap
  Bloomberg
• China Shares Head for Longest Losing Streak Since August 2015
  Bloomberg
• Portugal Bonds Falter as ECB Running Out of Eligible Debt to Buy
  Bloomberg
• Emerging Markets Drop on Trade Jitters as Mozambique Bonds Slide
  Bloomberg
• Investors turn wary as Brexit, Trump uncertainty grows
  Reuters
• Yuan Top Forecaster Sees No End to Losses as China Economy Slows
  Bloomberg
• South Korea Prosecutor Seeks Arrest of Samsung’s Jay Y. Lee
  Bloomberg
• Exclusive: China to target around 6.5 percent growth in 2017 - sources
  Reuters
• China should stop intervening in FX market and let yuan float: researcher
  Reuters
• Beijing will 'take off the gloves', if Trump continues on Taiwan- China Daily
  Reuters
• Trump's offer to Putin: an end to sanctions for nuclear arms cut - London Times
  Reuters
• Trump threatens German carmakers with 35 percent U.S. import tariff
  Reuters
• European leaders shocked as Trump slams NATO and E.U., raising fears of transatlantic split
  Washington Post
• Beijing Spins a Web of Chinese Infrastructure
  WSJ
• US companies rush to reprice debt as higher rates loom
  Financial Times
• Trump’s blast at Germany, EU and Nato raises hackles in Berlin
  FT

Evening

• Pound Slides at Much as 1.6% as May Reported to Seek Hard Brexit
  Bloomberg
• Pound Drops on EU Concern, Australian Shares Gain: Markets Wrap
  Bloomberg
• Trump says Brexit to be 'a great thing', wants quick trade deal with UK
  Reuters
• Britain's May to call for national unity in major Brexit speech
  CNBC
• World's eight richest as wealthy as half humanity, Oxfam tells Davos
  Reuters
• Trump will soon be begging the Fed for QE4: Marc Faber
  CNBC
• Trump Slams NATO, Floats Russia Nuke Deal in European Interview
  Bloomberg
• Donald Trump takes swipe at EU as ‘vehicle for Germany’
  FT

Sunday, January 15, 2017

General

• May to Seek Hard Brexit by Leaving EU Market, Times Reports
  Bloomberg
• Trump says U.S. automakers should make products in the country
  Reuters
• U.S. Shale's Great Reawakening
  Bloomberg
• Davos elites struggle for answers as Trump era dawns
  Reuters
• China, Europe drive shift to electric cars as U.S. lags
  Reuters

Saturday, January 14, 2017

General

• U.S. banks to stay in fashion as earnings kick off
  Reuters
• Merkel Cites Risks in 2017, Including ‘Protectionist Tendencies’
  Bloomberg
• Trump suggests he may do away with Russia sanctions if Moscow helpful: WSJ
  Reuters
• China: No negotiation on 'One China' policy despite Trump remarks
  CNN
• At Davos; China Seeks The Limelight As Trump Takes Charg
  Forbes
• Merkel urges United States to stick to international cooperation
  Reuters
• Trump team struggles for cohesion on tougher China policy
  Reuters
• Trump Open to Shift on Russia Sanctions, ‘One China’ Policy
  WSJ