Daily News Links

8597 posts

Saturday, March 18, 2017

General

• G-20 Drops Anti-Protectionist Pledge as Trump Stance Goes Global
  Bloomberg
• New rifts emerge as Trump administration rejects free trade statement at G-20 meeting
  Washington Post
• Shadow Lending Threatens China’s Economy, Officials Warn
  NYT
• Former U.S. officials say 'complex' relationship with China needs 'fresh start'
  Reuters
• China Pushes Back on U.S. Talk of ‘All Options’ Over North Korea
  Bloomberg
• Common bonds aside, Trump and Merkel show little rapport
  Washington Post
• Rex Tillerson urged to be 'cool-headed' over North Korea
  BBC
• Gap Between Fed-Funds, Overnight Treasury Repo Rates Holds
  Wall Street Journal

Friday, March 17, 2017

Afternoon

• Wall Street edges lower as financial stocks drag
  Reuters
• Consumer Sentiment in U.S. Rises as Household Finances Improve
  Bloomberg
• Fed's Kashkari Explains Dissent, Urges Balance-Sheet Plan
  Bloomberg
• More Hedge Funds Shut Last Year Than Any Time Since the 2008 Crisis
  Bloomberg
• China lashes out as South Korea puts an American anti-missile system in place
  CNBC
• Global Bonds: Risking a Rude Central-Bank Awakening
  WSJ
• Rising U.S. Rates Could Mean Hard Fall for Some Currencies
  WSJ
• A blind spot masks the danger signs in finance
  FT, Tett

General

• Emerging Stocks Climb Even as Global Rally Eases: Markets Wrap
  Bloomberg
• Manufacturing Production in U.S. Rises for Sixth Straight Month
  Bloomberg
• Mnuchin May Soften Brazen U.S. Trade Talk in His G-20 Debut
  Bloomberg
• Job Surge Fuels Bidding Wars for Record-Low Supply of U.S. Homes
  Bloomberg
• Investors pull most cash from U.S. junk bond funds since 2014
  Reuters
• 'Anonymous' Joins Hacker Army Targeting Central Banks for Cash
  Bloomberg
• ECB to decide later whether to raise rates or end QE first: Nowotny
  Reuters
• As Easy-Money Era Winds Down, Investors Bet on Growth
  WSJ
• Trump Budget Likely to See Major Rewrite in Congress
  WSJ
• Junk bond funds see biggest outflows since late 2014
  FT
• Tillerson Doesn't Rule Out Preemptive Strike on North Korea
  Bloomberg
• U.S. policy of 'strategic patience' with North Korea over: Tillerson
  Reuters

Thursday, March 16, 2017

Afternoon

• The Gold Party's Back on After Yellen Reassures the Market
  Bloomberg
• The Market Is Acting Like the Fed Cut Rates Yesterday
  Bloomberg
• Low VIX Got You Down? These Fear Gauges May Do the Trick
  Bloomberg
• Mounting Costs, Not PBOC, Could Slow China's Bank Debt Binge
  Bloomberg
• China treads closer to a day of debt reckoning
  FT

General

• Dovish Fed, Dutch Vote Spur Stocks as Oil Advances: Markets Wrap
  Bloomberg
• French, Italian Bonds Boosted by Dutch Defeat for Populists
  Bloomberg
• Housing Starts in U.S. Climbed to Four-Month High in February
  Bloomberg
• BOJ Stays the Course With Policy Unchanged After U.S. Rate Hike
  Bloomberg
• Relief in EU capitals as Dutch PM sees off far-right's Wilders
  Reuters
• Fed is still way behind the curve after rate hike, says former governor
  CNBC
• Here are the winners & losers in Trump's 'America First' budget
  Reuters
• Canadian households owed $2 trillion at the end of 2016
  CBC
• Trump budget would pay for military buildup with domestic cuts
  Politico
• Tax-reform challenges go beyond border fight
  The Hill
• Cautious Fed happy to walk into a run of rate rises
  FT
• China pledges firm response if Japan interferes in South China Sea
  Reuters
• Taiwan Plans Military Spending Surge to Counter Rising China
  Bloomberg
• Erdogan’s informers: Turkey’s descent into fear and betrayal
  FT

Wednesday, March 15, 2017

Evening

• Most Asian Stocks Climb After Fed; Dollar Drops: Markets Wrap
  Bloomberg
• Treasuries, Stocks Jump as Fed Sees Gradual Pace: Markets Wrap
  Bloomberg
• Fed Raises Benchmark Rate as Inflation Approaches 2% Target
  Bloomberg
• Yellen Calms Fears Fed's Policy Trigger Finger Is Getting Itchy
  Bloomberg
• BOJ seen holding fire as protectionism overshadows signs of recovery
  Reuters
• Bill Gross: This could cause 'hell' to break loose in the global bond market
  CNBC
• CFOs worldwide are concerned Trump’s policies will lead to a trade war with China
  CNBC
• Exit poll gives Dutch PM Rutte big lead over far-right Wilders
  Reuters
• Yellen’s Message: My Work Here Is (Mostly) Done
  NYT

General

• U.S. Stocks, Oil Rise as Dollar Slips Before Fed: Markets Wrap
  Bloomberg
• U.S. Consumer Prices Show Biggest Annual Increase Since 2012
  Bloomberg
• Fed Poised to Revisit Inflation Forecast as Prices Pick Up
  Bloomberg
• Fed expected to raise rates as U.S. economy flexes muscle
  Reuters
• U.S. Retail Sales in February Post Smallest Gain in Six Months
  Bloomberg
• U.S. Homebuilder Confidence Rises to Highest Since June 2005
  Bloomberg
• Dutch vote in test of anti-immigrant sentiment in Europe
  Reuters
• Where Are the Battlegrounds in the Dutch Election?
  Bloomberg
• Trump budget would slice domestic programs, foreign aid
  Reuters
• China to Trump: We don’t want a trade war — but if there is one, you’d lose
  Washington Post
• Here’s One Chart That Captures the Debate Over Quantitative Easing
  Bloomberg
• A Mountain of Bad Debt Looms Over Modi
  Bloomberg
• How to Lose $4 Billion: Bill Ackman's Long Ride Down on Valeant
  Bloomberg
• Fed Expected to Raise Rates, Hint at Future Increases
  WSJ
• Why Is the Fed Raising Rates? Better to Ask, Why Not?
  NYT
• Enter the Bear Market in Bonds?
  WSJ
• Exclusive: Taiwan says Chinese military threat grows, U.S. regional strategy unclear
  Reuters

Tuesday, March 14, 2017

Afternoon

• Dollar Gains, Stocks Slip Before Fed as Oil Slumps: Markets Wrap
  Bloomberg
• White House on Obamacare repeal: 'This is it,' passing another plan will be 'unbelievably difficult'
  CNBC
• Puerto Rico Bonds Decline After Recovery Plan Leaves Less for Paying Debts
  Bloomberg
• Fed’s Challenge, After Raising Rates, May Be Existential
  NYT
• Investors View Junk Bonds as Most Overvalued in A Decade
  WSJ
• Janet Yellen walks delicate Fed path on mortgage-backed bonds
  FT
• Hugh Hendry’s zero-carry package
  FT
• Turkey's Erdogan warns Dutch, minister floats economic sanctions
  Reuters

General

• Oil Slumps on Saudi Output, Stocks Slip Before Fed: Markets Wrap
  Bloomberg
• U.S. Producer Prices Climbed More Than Forecast in February
  Bloomberg
• The Great Corporate Bond Rush of 2017 Persists as Fed Mulls Hike
  Bloomberg
• Fed, in shift, may move to faster pace of rate hikes
  Reuters
• Saudis Tell OPEC They Eased Cuts by Pumping 10 Million Barrels
  Bloomberg
• Rising rates will speed up the clock on retail's $3.7 billion time bomb
  CNBC
• Brexit Bulletin: The Battles of Britain
  Bloomberg
• China Home Sales Surge 23% in First Two Months, Defying Curbs
  Bloomberg
• China property sales surge despite gov't efforts to cool market
  Reuters
• China's Economy Holds Momentum as Output, Investment Accelerate
  Bloomberg
• Indian Inflation Quickens on Food Costs Before Fed's Rate Review
  Bloomberg
• Chinese Leaders Back Bankruptcies for Unwanted Zombie Firms
  Bloomberg
• Be Careful: Stock Volatility is Hiding, Not Hibernating
  WSJ
• Fund Investors Load Up on Property Debt
  WSJ
• Mexico’s States Gained Power and Money; Then Came Corruption
  WSJ
• Bond market’s complacency over the Fed risks painful end
  FT
• U.S. carrier joins South Korea drills, North Korea warns of 'merciless' strikes
  Reuters
• Populists seize the moment as Dutch fall out of love with EU
  FT
• To China, America Finally Looks Vulnerable
  WSJ

Monday, March 13, 2017

Evening

• Treasuries Drop, Stocks Mixed as Fed Meeting Looms: Markets Wrap
  Bloomberg
• Big banks should split off riskiest activities: FDIC's Hoenig
  Reuters
• GOP Health Plan to Increase Uninsured by 24 Million, CBO Says
  Bloomberg
• Weidmann Dismisses Trump Team’s Euro Claims Before G-20 Gathers
  Bloomberg
• Wall Street has found its next big short in U.S. credit market
  Bloomberg
• SoFi's Loan Losses Pile Up as Even Wealthy Borrowers Default
  Bloomberg
• Hedge Funds Exit Emerging-Market Assets as Real Money Swoops In
  Bloomberg
• The Fed’s Era of Easy Money Is Ending
  NYT, Irwin

General

• Packed Calendar Has Investors in Holding Pattern: Markets Wrap
  Bloomberg
• Oil Extends Decline as U.S. Drilling Accelerates Amid OPEC Cuts
  Bloomberg
• BOJ seen standing pat, may highlight disparity on growth and prices
  Reuters
• At the Fed, spring comes early with return to new 'normal'
  Reuters
• The ETF Canaries Signaling Danger in the Credit Coal Mine
  Bloomberg
• Trump’s Trade ‘Hammer’ Aims to Pound China, Mexico and the WTO
  Bloomberg
• Brexit set to begin as bill enters final stages
  AFP
• Sturgeon Calls for New Scottish Independence Vote
  Bloomberg
• Everything You Need to Know About France’s Elections
  Bloomberg
• One Dutch Election the World Will Be Watching: QuickTake Q&A
  Bloomberg
• Exclusive: Japan plans to send largest warship to South China Sea, sources say
  Reuters
• Your Pension Check May Soon Be Coming From an Insurance Company
  WSJ

Sunday, March 12, 2017

Evening

• Yen Gains as Central Bank Meetings, Elections Loom: Markets Wrap
  Bloomberg
• BOJ's March Plan Would Taper Bond Buying by 18% in Coming Year
  Bloomberg
• Crunch week as Fed meets on rates, Trump team joins G20
  Reuters
• China Moves to Make $9 Trillion Domestic Bond Market More Global
  Bloomberg
• Concerns about riskier mortgages are sprouting
  CNBC
• The President Changed. So Has Small Businesses’ Confidence.
  NYT
• Trump Wants Faster Growth. The Fed Isn’t So Sure.
  NYT
• After $225 Billion in Deals Last Year, China Reins In Overseas Investment
  NYT/CNBC
• Investors Ready for Week of Events That Could Rattle Markets
  WSJ
• Republicans Pose Growing Challenge to Trump’s Trade Agenda
  WSJ
• Yellen set to lift pace of rate rises in 2017
  FT
• US Treasuries: On the cusp of a reversal
  FT
• ECB could lift rates while tapering QE
  FT

General

• What Comes Next as May Prepares to Trigger Brexit: QuickTake Q&A
  Bloomberg
• Merkel meets Trump in clash of style and substance
  Reuters
• Trump’s Plan on Fannie and Freddie? Clues May Emerge Soon
  NYT
• Turkey's Erdogan warns Dutch will pay price for dispute
  BBC