Daily News Links

8385 posts

Tuesday, December 13, 2016

Evening

• Asian Futures Tip More Gains as Fed Day Dawns With Dollar Steady
  Bloomberg
• Wall St. rallies to record; Dow nears 20,000
  Reuters
• Oil Closes at 17-Month High as OPEC Cut Seen Balancing Market
  Bloomberg
• Stock, bond markets could see sharp declines: U.S. financial watchdog
  Reuters
• How Chinese Capital Controls Could Rattle the Asian Bond Market
  Bloomberg
• Trump's tough talk on Taiwan threatens China more deeply than you think
  CNBC
• A Trump Economic Boom? The Fed May Stand in the Way
  NYT
• Trump’s plans threatened by strong dollar conundrum
  FT
• Suppressed rates ‘threaten price shock for markets’
  FT

General

• Stocks Rally as Italian Banks Lift Europe, Yen Falls Before Fed
  Bloomberg
• Asian shares, dollar wobble as investors brace for Fed outcome
  Reuters
• China Stocks Drop as Dollar Stalls on Fed Countdown, PBOC Watch
  Bloomberg
• China Home Sales Rose 16% in November at Slowest Pace This Year
  Bloomberg
• SNB to Savor Christmas Quiet Before Year of Europe Suspense
  Bloomberg
• Toxic Mix Brewing for Ailing Lira as Turkey Economy Shrinks
  Bloomberg
• Trump's tough trade talk makes U.S. firms fear China retribution
  Reuters
• US households now have over $16,000 in credit card debt
  CNBC
• Buoyant Markets Pose New Challenge for the Fed
  WSJ
• Greece Heads Toward New Crisis in Debt Saga as Support for Tsipras Slumps
  WSJ

Monday, December 12, 2016

Evening

• Asian Stocks Drop With Dollar Amid Fed Countdown as Bonds Rally
  Bloomberg
• Oil hits highest since mid-2015 as global producers agree to cut
  Reuters
• Tech, bank shares slip after recent gains; health outperforms
  Reuters
• U.S. Budget Deficit Totaled $136.65 Billion in November
  Dow Jones
• Hong Kong’s Squeezed Money Market Sends a Sell Signal on Stocks
  Bloomberg
• Fiorina, reportedly considered for national intelligence director, calls China 'most important adversary'
  CNBC
• After Trump's win, China and Mexico move to deepen ties
  Reuters
• After Four Mostly Quiet Decades, One China Policy Is Thrust Into Spotlight
  NPR
• Turbulence and paralysis: the year ahead in US-China ties
  FT

General

• Crude Soars as Output Deal Weighs on Bonds; China Shares Tumble
  Bloomberg
• China’s Stocks, Bonds, Yuan Slump in Unison on Liquidity Concern
  Bloomberg
• China stocks tumble the most in 6 months as regulator slaps curbs on insurers
  Reuters
• Treasury 10-Year Yield Tops 2.5% Amid Global Bond Selloff
  Bloomberg
• Italy hurries to form new government as banking crisis looms
  Reuters
• Dim Sum Bond Issuers Facing a 'Great Wall' of Refinancing Are Thinking About Dollar-Denominated Debt
  Bloomberg
• Trump says U.S. not necessarily bound by 'one China' policy
  Bloomberg
• China warns Trump against ignoring its Taiwan interests
  Reuters
• China’s Red Line Has Asia Braced for Lose-Lose Battle With Trump
  Reuters
• Fed turns to Trump agenda with rate hike nearly in the bag
  Reuters
• After explosive growth, bond ETFs brace for the next big test
  Reuters
• The Volatility Paradox: Calm Markets but Soaring ‘Fear Gauge’ Trading
  WSJ
• Vanguard founder calls for politicians to re-examine ETFs
  FT
• Exchange-Traded ‘Zombies’ Stalk the Markets
  WSJ
• For the Bank of Japan, a Tightening Squeeze
  WSJ
• Inside India’s Unprecedented Assault on Cash
  WSJ
• Italy poses a huge threat to the euro and union
  FT, Munchau
• China backlash over Donald Trump comments on Taiwan
  FT
• Central Bankers’ Zeal for the ‘Natural Rate’ Draws Skeptics
  WSJ
• Small Investors Join China’s Tycoons in Sending Money Abroad
  NYT
• Beijing Concerned by Trump Questioning ‘One China’ Policy on Taiwan
  WSJ
• Japan protests against China's allegations of dangerous conduct by fighter jets
  Reuters

Evening

• Asian markets higher; Nikkei up 1%, ASX and Kospi up 0.3%
  CNBC
• Oil Surges as Saudis Eye Deeper Cuts While Non-OPEC Joins Deal
  Bloomberg
• Monte dei Paschi to press ahead with last-ditch private capital increase
  Reuters
• Italy’s Next PM Might Not Keep the Job Very Long
  Bloomberg
• Trump Suggests Using Bedrock China Policy as Bargaining Chip
  NYT

Sunday, December 11, 2016

General

• Italy’s Gentiloni Heads for Prime Minister Job After Renzi Quits
  Bloomberg
• Dollar debt issuance soars as central banks take a back seat: BIS report
  CNBC
• Shrinking FX market could pose stability risk: BIS
  Reuters
• OPEC Doomed to Repeat History
  Bloomberg
• China: Renminbi stalls on road to being a global currency
  FT
• Large investors pull $350bn from active equity funds
  FT

Saturday, December 10, 2016

General

• Non-OPEC Said to Join OPEC in First Global Cut in 15 Years
  Bloomberg
• Parties make their cases to Italy president for new leader
  Reuters
• Ping An's overseas investments impacted by China's capital outflow crackdown-CFO
  Reuters
• Trump packs trade team with veterans of steel wars with China
  Reuters

Friday, December 9, 2016

Evening

• Raging Stocks, Fed Fears Trigger ‘Dislocation’ in Global Markets
  Bloomberg
• What Is Plan B for Monte Paschi After Italy Vote?: QuickTake Q&A
  Bloomberg
• What’s Next for Italy After Renzi’s Resignation: QuickTake Q&A
  Bloomberg
• Raging Stocks, Fed Fears Trigger ‘Dislocation’ in Global Markets
  Bloomberg
• Coeure Says ECB Stimulus Extension Comes With Warning Message
  Bloomberg
• Trump Threat Hits Mexico's Creditworthiness as Fitch Cuts Outlook
  Bloomberg
• Germany's Bild lambasts Draghi over ECB "money bomb"
  Reuters
• Hooked on QE: Hedge Funds See Dangerous Addiction
  WSJ
• America and China square off over trade
  FT

General

• World stocks hold near 16-month highs after strong week
  Reuters
• Global Bond Yields Rise As Chinese Inflation Accelerates
  Dow Jones
• European Stocks Rise for 5th Day in Biggest Rally in 10 Months
  Bloomberg
• Consumer Confidence in U.S. Surges Thanks to Optimism About Trump
  Bloomberg
• Exclusive: ECB rejects Monte Paschi's request for more time to raise cash - source
  Reuters
• Euro zone bailout fund not preparing Italy aid: Regling
  Reuters
• China's Capital-Control Crackdown 'Particularly Worrying' for Businesses, Says George Magnus
  Bloomberg
• Trump Says China Will Have to Play by Rules Under New Ambassador
  Bloomberg
• Korea’s Park Impeached as Protesters Vent Anger Over Corruption
  Bloomberg
• Trump says U.S.-China relationship must improve
  Reuters
• ‘Old Friends’ Aside, China Says Trump Must Toe Line on Taiwan
  Bloomberg
• Donald Trump’s Cabinet Selections Signal Deregulation Moves Are Coming
  WSJ
• French bonds weaken as investors sound political alarm
  FT

Thursday, December 8, 2016

Evening

• China Factory Gate Prices Rise 1.5% on Year, Less Than Expected
  Bloomberg
• [Dallas News} Dallas Police and Fire Pension Board ends run on the bank, stops $154M in withdrawals
• Euro Drops; ECB Says Smaller Monthly Asset Buys Not Tapering
  Bloomberg
• Major stock indexes rise again to new records
  Reuters
• U.S. household net worth rose to $90.2 trillion in the third-quarter: Fed
  Reuters
• Market indicator hits extreme levels last seen before plunges in 1929, 2000 and 2008
  CNBC

General

• ECB Expands Stimulus to $2.4 Trillion as Monthly Purchases Slow
  Bloomberg
• Euro Slides With Bonds on ECB Stimulus Signal; U.S. Stocks Mixed
  Bloomberg
• Bonds Extend Drop on ECB Plan as Stocks Rise, Euro Fluctuates
  Bloomberg
• German Curve Steepens Most Since 2008 as ECB Tweaks QE: Chart
  Bloomberg
• Confusion Reigns in Markets as ECB QE Changes Spark Wild Swings
  Bloomberg
• German Yield Climbs to Highest Since January on ECB Tapering
  Bloomberg
• Italian PM Renzi resigns, president to consult with parties
  Reuters
• China Exports Edge Up as Imports Increase Most in Two Years
  Bloomberg
• Indian Outflows: You Ain’t Seen Nothing Yet, Says Deutsche Bank
  Bloomberg
• Fed Officials Leaning Toward Bigger Is Better on Balance Sheet
  Bloomberg
• The Fed shouldn't be driving US economy, Trump advisor Judy Shelton says
  CNBC
• Japan to increase loan to Fukushima operator Tepco to $123 billion -source
  Reuters
• Rising Interest Rates Trigger Losses on Banks’ Massive Bond Holdings
  WSJ
• Wary Corporate Chiefs Keep an Ear Tuned to Trump’s Messages
  NYT
• China’s Banks Are Hiding More Than $2 Trillion in Loans
  WSJ
• Rust-Belt Debt Hangs Around Beijing’s Neck
  WSJ
• Italy demands more time from ECB to rescue Monte dei Paschi
  FT
• US interest rate rises set to expose China’s frailties
  FT
• Surge in Dollar Provokes Jitters in Emerging Markets Around World
  WSJ
• Exclusive: Risking Beijing's ire, Vietnam begins dredging on South China Sea reef
  Reuters

Wednesday, December 7, 2016

Evening

• U.S. Stocks Rise to Records, Bonds Gain on ECB Stimulus Optimism
  Bloomberg
• AAA Ratings Return for Securities Backed by Riskier Home Loans
  Bloomberg
• Private 2010 Records Show Dudley’s Staff Urging Bold Fed Action
  Bloomberg
• Trump takes aim at drug companies: ‘I don’t like what has happened with drug prices’
  Washington Post

General

• U.S. Stocks Fluctuate, Bonds Advance on ECB Stimulus Optimism
  Bloomberg
• Stock Rally Extends Into Asia as Oil Falls; Aussie Sinks on GDP
  Bloomberg
• Bonds Plunge as Indian Policy Makers Unexpectedly Hold Key Rate
  Bloomberg
• China’s Foreign Reserves Drop Most in 10 Months as Yuan Slumps
  Bloomberg
• China's Yuan Pessimists Are Multiplying
  Bloomberg
• Finding Risk in All the Wrong Places as Trump Era Begins
  Bloomberg
• Traders Caught Up in Wall Street Probes Switch to Shadow Banking
  Bloomberg
• China's tighter capital controls impeding Western firms' payments, dividends: lobbies
  Reuters
• BOJ Iwata keeps focus on money printing, exposes rift in board
  Reuters
• Bank of Japan’s Iwata Says No Shift Away From Asset Purchases
  Bloomberg
• China's Big Savers Are Racking Up More Debt
  Bloomberg
• There's a New Normal in China's Debt Market
  Bloomberg
• JPMorgan Hit Hardest as EU Fines Euribor Trio $521 Million
  Bloomberg
• China warns US on Taiwan leader's planned transit
  AP
• As Beijing Battles to Keep Yuan at Home, Chinese Prepare to Sell
  WSJ
• China’s Yuan and the Trillion-Dollar Numbers Game
  WSJ
• China’s forex reserves drop $70bn as outflow accelerates
  FT
• How ECB chiefs will be reading markets ahead of QE vote
  FT
• The pros and cons of a renminbi devaluation
  FT