Daily News Links

8812 posts

Thursday, June 29, 2017

Evening

• Tech Spoils Bank Party as Stocks, Dollar Slide: Markets Wrap
  Bloomberg
• Wall Street bond traders get no reprieve from Fed's taper plan
  Reuters
• Congress must raise debt ceiling by mid-October: CBO
  CNBC
• Dollar's Battle Gets Harder With Fed No Longer Only Hawk in Town
  Bloomberg
• Yuan Rides a Roller Coaster in June as China Fights With Market
  Bloomberg
• U.S. Seeks to Keep Closer Tabs on Chinese Money in America
  NYT

General

• Tech Spoils Bank Party as Stocks Slip; Euro Gains: Markets Wrap
  Bloomberg
• End of easy money? Surging euro, bond yields say yes
  Reuters
• Investors Scramble to Keep Pace With New Market Outlook
  Bloomberg
• Fed gives big U.S. banks a green light for buyback, dividend plans
  Reuters
• Money Markets Wake Up After Central Banks Turn Hawkish
  Bloomberg
• Senate Republicans struggle to salvage healthcare effort
  Reuters
• German inflation picks up unexpectedly in June, state data suggest
  Reuters
• Global Bond Selloff Deepens Amid Hints at End of Stimulus
  WSJ
• Signals on Stimulus Roil Global Markets
  WSJ
• Global Bonds Gyrate as Investors Try to Parse Central Banks’ Next Stimulus Moves
  WSJ
• Illinois Is in Deep Trouble: What Investors Need to Know
  WSJ
• Stress tests clear big US banks for $100bn payout
  FT
• Merkel throws down gauntlet to Trump on trade before G20 summit
  FT
• Buyouts rise to highest level for a decade
  FT
• Catalonia’s referendum exposes a divided Spain
  FT
• Hacks Raise Fear Over N.S.A.’s Hold on Cyberweapons
  NYT

Wednesday, June 28, 2017

Evening

• Equity Rally Extends to Asia as Higher Rates Seen: Markets Wrap
  Bloomberg
• Central Banks Roil Markets as Stocks, Euro Jump: Markets Wrap
  Bloomberg
• Banks, tech stocks lead broad Wall St. rebound
  Reuters
• Central Bankers Tell the World Borrowing Costs Are Headed Higher
  Bloomberg
• Global borrowing hits record as big central banks prepare to tighten credit
  Reuters
• Germany's Schaeuble bemoans EU 'loophole' after Italy banks' rescue
  Reuters
• Suddenly the U.S. Is Exporting More Crude Than a Bunch of OPEC Members
  Bloomberg
• New computer virus spreads from Ukraine to disrupt world business
  Reuters
• Global Bonds Gyrate as Investors Try to Parse Central Banks’ Next Stimulus Moves
  WSJ
• Confusion as Carney and Draghi struggle to clarify stimulus exit
  FT

General

• U.S. Stocks Rebound, Euro Flat After ECB Comments: Markets Wrap
  Bloomberg
• ECB chief was overinterpreted by skittish markets: sources
  Reuters
• Draghi Tried to Be Cautious But Spooked the Market Anyway
  Bloomberg
• Euro, bond yields drive higher on ECB scale-back bets
  Reuters
• Draghi's Reflation Talk Sparks a Sell-off in Stocks and Bonds
  Bloomberg
• There Is No Excuse For Janet Yellen's Complacency
  Forbes, Keen
• Illinois Is in a $6 Billion Budget Hole and Flirting With Junk
  Bloomberg
• Brazil's Temer calls graft charge a 'fiction' as crisis deepens
  Reuters
• China growth will accelerate as it gets leaders who aren't scared: Former PBOC adviser
  CNBC
• China Is About to Bury Elon Musk in Batteries
  Bloomberg
• Cyberattack Is Vivid Example of Underpriced Threat, Prasad Says
  Bloomberg
• Cyberattacks Lay Bare Our Lack of Knowledge
  Bloomberg
• China Set to Expand Opening to $9 Trillion Bond Market
  Bloomberg
• Central Banks Give Sleepy Markets a Wake-Up Call
  WSJ
• Global Bonds Sell Off, Sparking Fears of Further ‘Taper Tantrum’
  WSJ
• ETF Buyers Propel Stock Market Rally
  WSJ
• Ransomware Attack Raises Concerns Over Future Assaults
  NYT
• Asia bond prices fall after bullish ECB commentary
  FT
• China fake travel spending masks capital flight, warns Fed
  FT

Tuesday, June 27, 2017

Evening

• U.S. Stocks, Bonds Decline as Trump Agenda Stalls: Markets Wrap
  Bloomberg
• Yellen Keeps Fed on Track for Rate Hikes
  Bloomberg
• Trio of Fed Speakers Warn on Valuations With Eyes on Tightening
  Bloomberg
• Fed's Fischer Warns Against Complacency Over Stability Risks
  Bloomberg
• Not another financial crisis in 'our lifetimes': Fed's Yellen
  Reuters
• GOP Leaders Delay Health Bill Vote Until After July 4 Recess
  Bloomberg
• 'Untested' ETF Market Worries Top Speed Trader in U.S. Equities
  Bloomberg
• 50 Cent Isn't the Only One Seeking Big Protection in VIX Options
  Bloomberg
• Ransomware virus hits computer servers across the globe
  Reuters
• Italy's Berlusconi dusts himself down in final bid for power
  Reuters
• Global Cyberattack: What We Know and Don’t Know
  NYT
• How Bad Is the Crisis in Illinois? It Has $14.6 Billion in Unpaid Bills
  WSJ
• ECB’s Draghi Hints at Possible Winding Down of Eurozone Stimulus
  WSJ
• Michel Temer faces fight for survival after corruption charge
  FT
• Smooth talking Draghi drops the R word
  FT

General

• U.S. Stocks, Dollar Fall as Treasuries Strengthen: Markets Wrap
  Bloomberg
• Stocks, dollar ease as central bank officials take center stage
  Reuters
• Euro surges nearly one percent after Draghi comments, dollar slips
  Reuters
• Draghi Sees Room for Paring Stimulus Without Tightening Policy
  Bloomberg
• IMF Cuts U.S. Outlook, Calls Trump's Growth Target Unrealistic
  Bloomberg
• U.S. home prices for April rise slower than expected
  Reuters
• Senators Considering Breaking Fannie-Freddie Into Pieces, Sources Say
  Bloomberg
• EU fines Google record $2.7 billion in first antitrust case
  Reuters
• Markets Have Nothing Left to Fear But Fearlessness Itself
  Bloomberg
• China Debt Squeeze Has Moody's Awaiting First Local Default
  Bloomberg
• Rising Inequality May Be the Real Risk of Automation
  Bloomberg
• Anxious Investors Try to Hedge Against a Big Selloff, Even as Good Times Roll
  WSJ
• Hostage to China’s Insecurity—Its Markets
  WSJ
• Trump Administration Struggles to Find Community Banker for Fed Board
  WSJ
• A Turning Point for Commercial Property
  WSJ

Evening

• Small Gains Seen for Asian Stocks as Yen Weakens: Markets Wrap
  Bloomberg
• Bitcoin, Ether Lead Digital Currency Slide From Highs
  Bloomberg
• Brazil's top prosecutor charges President Temer with corruption
  Reuters
• China's Pension Gap is Growing and Nobody Wants to Talk About It
  Bloomberg
• Here's the worrisome 'conundrum' taking place in the bond market right now
  CNBC

Monday, June 26, 2017

General

• Treasuries Erase Loss, Dollar Slips on Orders Data: Markets Wrap
  Bloomberg
• Gold Plunges as 1.8 Million Ounces Traded in a New York Minute
  Bloomberg
• UK PM May strikes $1.3 billion deal to get Northern Irish DUP support for her government
  Reuters
• Fed's Williams sees gradual rate hikes as key to further U.S. growth
  Reuters
• Bond investors are setting themselves up for ‘real painful trade,’ this strategist warns
  CNBC
• Why China's Secretive Regulators Are An Issue for Asian Dollar Debt
  Bloomberg
• Only the World Can Stop Germany as Business Climate Hits Record
  Bloomberg
• Berlusconi Stages Comeback in Italy's Mayoral Elections
  Bloomberg
• After Puerto Rico’s Debt Crisis, Worries Shift to Virgin Islands
  NYT
• Italy Is Prepared to Spend Billions in Shutdown of Two Banks
  WSJ
• Deal on Italian Banks Raises Questions About Eurozone Rules
  WSJ
• Ties Between Chinese Banks and Deal Makers Run Deep
  WSJ
• Xi Jinping’s war on the ‘financial crocodiles’ gathers pace
  FT

Evening

• Asia Stocks Advance as Crude Gains for Third Day: Markets Wrap
  Bloomberg
• Oil climbs on weaker dollar, but rise in U.S. drilling drags
  Reuters
• Takata decides to file for bankruptcy: source
  Reuters

Sunday, June 25, 2017

General

• Italy Commits Up to $19 Billion to Keep Veneto Banks Afloat
  Bloomberg
• Italy Rushes to Approve Decree Law to Keep Two Veneto Banks Open
  Bloomberg
• Time may be nearing for ECB stimulus exit: Weidmann
  Reuters
• Push on with the 'great unwinding', BIS tells central banks
  Reuters
• BIS warns of geopolitical events and four other risks that could undermine global upswing
  CNBC
• U.K. Credit Binge May Spur BOE's Carney to Rein in Exuberance
  Bloomberg
• Lessons From the Collapse of Banco Popular
  NYT, Morgenson
• Anbang’s predicament amid bank-risk probe
  FT

Saturday, June 24, 2017

General

• It’s going to end ‘extremely badly,’ with stocks set to plummet 40% or more, warns Marc Faber
  CNBC
• Italian PM 'guarantees' savers' accounts in 2 troubled banks
  AP
• Italy to Shield Senior Creditors in Liquidating Veneto Banks
  Bloomberg
• Qatar says demands made by four Arab states not 'realistic'
  CNBC
• Fed Officials Split on Inflation’s Path
  WSJ
• Contenders vie to be China’s next central bank governor
  FT
• Why the Fed Should Surprise Us More
  WSJ
• Time to brace for ‘market turmoil’, warns JPMorgan
  FT
• Hedge funds turn from Opec friend to adversary in oil market
  FT

Friday, June 23, 2017

Evening

• U.S. Stocks Gain as Oil Stabilizes, Dollar Falls: Markets Wrap
  Bloomberg
• Policy ponder: central banks head for the Portuguese hills
  Reuters
• Fed's Mester unmoved by weak U.S. inflation
  Reuters
• Fed's Mester Argues for Rate Hikes as Bullard Counsels Patience
  Bloomberg
• A Second, Even Bigger Foreclosure Reaches NYC Billionaires' Row
  Bloomberg
• Trump, Putin and Erdogan behave like autocratic rulers: Germany's Schulz
  Reuters

General

• U.S. Stocks Gain as Oil Stabilizes, Dollar Falls: Markets Wrap
  Bloomberg
• Surging Prices for New U.S. Homes Suggest Tight Low-End Supply
  Bloomberg
• GOP leaders have a tough task ahead to win enough support for Obamacare replacement
  CNBC
• Senate Holdouts Seek Upper Hand in Perilous Health Bill Talks
  Bloomberg
• China’s banking regulator orders loan checks on Wanda, Fosun, HNA, others
  CNBC/SCMP
• As China Targets Serial Acquirers, These Are The Deals Still Pending
  Bloomberg
• German bond scarcity a key factor in ECB QE extension debate: sources
  Reuters
• How Australia's Banks Have Been Beaten Down This Week
  Bloomberg
• Asia Junk Bond Buyers Accept Weaker Protection as Sales Surge
  Bloomberg
• Singapore wealth fund Temasek: How a financial crisis in China might play out
  CNBC
• China’s Debt Crackdown Could Get Out of Hand
  WSJ
• Goodbye for Now to China’s Biggest Deal Makers
  WSJ
• Wild Week for Chinese Stocks Reminds Investors of Beijing’s Heavy Hand
  WSJ
• China probe shines light on top dealmakers
  FT
• Big China companies targeted over ‘systemic risk’
  FT
• North Korea tests rocket engine, possibly for ICBM: U.S. officials
  Reuters
• Japanese warship takes Asian guests on cruise in defiance of China
  Reuters