Daily News Links

8596 posts

Saturday, January 28, 2017

General

• How Trump's immigration move could derail the market rally
  CNBC
• IMF Warns Eurogroup Loan Measures Not Enough for Greek Debt
  Bloomberg
• Citigroup, European Banks Stick With Mexico as Trade War Looms
  WSJ
• Trump talks to world leaders amid alarm over Muslim immigrant policy
  AFP
• Trump's Attack on Germany and the Global Economy
  Spiegel

Evening

• U.S. Stocks Slip, Treasuries Climb as Oil Drops: Markets Wrap
  Bloomberg
• U.S. Economic Momentum Faces Wild Card in Trump Trade Policy
  Bloomberg
• China’s Bond Market Has a Forgery Problem
  Bloomberg
• In double whammy for Turkey, Fitch cuts to junk after S&P slashes outlook
  Reuters
• Trump's unpredictability already troubles U.S. friends
  Reuters
• Trump’s First Week: Governing Without a Script
  WSJ
• Big Chinese Deals Stall on Capital-Outflows Clampdown
  WSJ
• Mexican stand-off looms between Fed and White House
  FT
• Value of negative-yielding debt drops below $10tn
  FT

Friday, January 27, 2017

General

• U.S. Stocks Fluctuate on GDP as Dollar, Gold Fall: Markets Wrap
  Bloomberg
• Greek Bonds Drop as Euro-Area Meeting Deadlock Continues: Chart
  Bloomberg
• U.S. Economic Growth Cools on Biggest Trade Drag Since 2010
  Bloomberg
• As Bond Bear Market Beckons, Veterans Tell Tales of the Unknown
  Bloomberg
• Republicans Are Making Little Progress on Their Obamacare Repeal Strategy
  Bloomberg
• Why China's 'Creative' Way to Fight Capital Outflows Won't Be Sustainable
  Bloomberg
• Draghi Reticence on ECB Tapering Can’t Stop Inflation Chatter
  Bloomberg
• Trump's first wall to overcome: Congress
  Politico
• How to Interpret the Trump Administration’s Latest Signals on Mexico
  NYT
• U.S.-Mexico Rift Deepens Over Trade Threat, Canceled Meeting
  WSJ
• A Default in China Spreads Anxiety Among Investors
  WSJ
• Greece and Creditors Fail to Make Progress on Bailout Deal
  WSJ
• China spells out curbs on capital outflows
  FT
• People are worried about Chinese property bond market liquidity
  FT
• Mexicans Launch Boycotts of U.S. Companies in Fury at Donald Trump
  Time
• 5 things to watch in Trump's meeting with British prime minister
  The Hill
• Trump: Strong military matters more than balanced federal budget
  Washington Post
• ‘Looks as if the world is preparing for war,' says former Soviet president Gorbachev
  CNBC

Thursday, January 26, 2017

Evening

• U.S. Stocks Mixed, Peso Falls as Wall Tension Rises: Market Wrap
  Bloomberg
• Trump seeks 20 percent tax on Mexico goods to pay for wall, crisis deepens
  Reuters
• Trump Floats 20 Percent Border Tax as Feud with Mexico Deepens
  Bloomberg
• Mexico president cancels U.S. visit after Trump wall comments
  Reuters
• ECB could withdraw stimulus if inflation rise sustained - Germany's Weidmann
  Reuters
• World’s Biggest Real Estate Buyers Are Suddenly Short on Cash
  Bloomberg
• Trump Threatens to Undo Nafta’s Auto Alley
  Bloomberg
• Wall Street Can’t Quit the Mexican Peso
  Bloomberg
• Mnuchin Faces Senate Questions on China View, Volcker Rule, Debt
  Bloomberg
• U.S. Wage Disparity Took Another Turn for the Worse Last Year
  Bloomberg
• Guess Which Way the Doomsday Clock Just Ticked
  Bloomberg
• Trump Strategist Steve Bannon Says Media Should ‘Keep Its Mouth Shut’
  NYT
• Canceled Meeting Deepens U.S.-Mexico Rift
  WSJ
• Jens Weidmann fuels debate on ending ECB monetary stimulus
  FT
• Europe’s Economy Takes Over From Trump in Driving Local Bond Yields
  WSJ

General

• Global Stocks Rally Gathers Pace as Bonds Slide: Markets Wrap
  Bloomberg
• Asian Stocks Extend Rally After Dow Tops 20,000: Markets Wrap
  Bloomberg
• Euro zone yields hit one-year highs on expectations of U.S. growth policies
  Daily Mail
• Sales of New U.S. Homes at 10-Month Low as Mortgage Rates Jump
  Bloomberg
• VIX Near Record Low Ignores Risks Revealed in Swaptions: Chart
  Bloomberg
• China Said to Order Banks to Curb New Loans in First Quarter
  Bloomberg
• China’s FX Regulator Announces Latest Steps to Keep Cash at Home
  Bloomberg
• China's shadow banking crusade risks bond market crash
  Reuters
• Offshore Yuan Heads for Record Monthly Gain While Stocks Advance
  Bloomberg
• Investors Shun Italian Bonds as Political Outlook Remains Cloudy
  Bloomberg
• Investors pull most cash from U.S. stock funds since election: ICI
  Reuters
• Mexico's President Rejects Wall; Is 'Considering' Scrapping US Trip: AP
  Bloomberg
• Top Forecaster Says Fed to Hike Rates Every Quarter in 2018
  Bloomberg
• China eyes stabilizing role in call with Germany's Merkel
  Reuters
• Donald Trump’s First Six Days in Office: Here’s What He’s Done
  CNBC
• Corporate America split over radical import tax plan
  FT
• Risky corporate borrowers make hay as yields slide
  FT

Wednesday, January 25, 2017

Evening

• Wall Street rises, Dow closes above 20,000 milestone
  Reuters
• On the Eve of Lunar New Year, China’s Bond Investors Are Hurting
  Bloomberg
• Expect More Forgeries, Fakes in China Debt Market Amid Bond Rout
  Bloomberg
• Will Trump Go After Nafta With Tweezers or a Hammer?
  NYT
• When Theresa meets Donald: A geopolitical odd couple with big impli
  Washington Post

General

• Dow Tops 20,000 as Earnings Feed Rally, Bonds Fall: Markets Wrap
  Bloomberg
• Reignited Trump trades boost stocks, Dow 20,000 in sight
  Reuters
• Asia Stocks Extend Global Rally on Growth Optimism: Markets Wrap
  Bloomberg
• UK PM May says she will publish 'White Paper' setting out Brexit plan
  Reuters
• U.K.’s May Faces Brexit Revolt as Lawmakers Challenge Her Power
  Bloomberg
• Surprise China MLF rate rise weighs on bonds; yuan and money rates fall
  Reuters
• China Policy Signals Perplex Market as Fidelity Says ‘Confused’
  Bloomberg
• Trump Is Squeezing Detroit at the Worst Possible Time
  Bloomberg
• The five trades that most people have gotten wrong
  CNBC
• Americans Are Flipping Houses Like It’s 2006
  Bloomberg
• Greece’s Tsipras Insists on ‘Not One Euro More’ of Austerity
  Bloomberg
• German opposition picks former E.U. lawmaker to challenger Angela Merkel
  Washington Post
• Foreign participation in US debt auctions subdued
  FT
• Facing Trump, Mexicans Think the Unthinkable: Leaving Nafta
  NYT
• ECB’s Lautenschläger ‘Optimistic’ Exit of Bond-Purchase Program Is Near
  WSJ
• Trump Readies Plan to Build Border Wall
  WSJ
• ECB hawk reignites debate on ending monetary stimulus
  FT

Tuesday, January 24, 2017

Evening

• Asian Stocks Extend Global Rally as Yen Weakens: Markets Wrap
  Bloomberg
• U.S. Stocks Climb on Earnings as Commodities Rally: Markets Wrap
  Bloomberg
• Trump Advances Keystone and Dakota Pipelines, Fulfilling Pledge
  Bloomberg
• Existing U.S. Home Sales Fell in Dec.; 2016 Best in Decade
  Bloomberg
• U.S. home sales drop as supply tumbles to 17-year low
  Reuters
• ECB should soon start discussing exit from stimulus: Lautenschlaeger
  Reuters
• China Small-Cap Stocks Extend January Slump on Liquidity Squeeze
  Bloomberg
• Pricier Oil Means China's Foreign Reserves Will Shrink Even Faster, Goldman Says
  Bloomberg
• China says will protect South China Sea sovereignty
  Reuters
• Trump Injects High Risk Into Relations With China
  NYT
• Federal Debt Projected to Grow by Nearly $10 Trillion Over Next Decade
  NYT
• For C.E.O.s, a New Concern: The Activist in Chief
  NYT
• Mexico braces for confrontation with Trump team
  FT
• Turkey’s interest rate moves leave country in a mess
  FT

General

• U.S. Stocks Fluctuate on Earnings, Treasuries Drop: Markets Wrap
  Bloomberg
• Japan January flash manufacturing PMI shows fastest expansion in almost three years
  Reuters
• May Faces Hurdles to Starting Brexit Talks After Court Rules
  Bloomberg
• Inside the Mind of Mnuchin: Too-Strong Dollar May Hurt Economy
  Bloomberg
• How Trump Would Rework Nafta—and What Mexico, Canada Want in Return
  Bloomberg
• China Raises Medium-Term Lending Rates in Tightening Signal
  Bloomberg
• Top Goldman Forecaster Urges China to Tighten Monetary Policy
  Bloomberg
• BOJ Is Wary of Yield Target Hike Even If CPI Hits 1%
  Bloomberg
• S&P 500 Options Showing Little Fear Over Trump Policy...For Now
  Bloomberg
• Bankers Cash In on Postelection Stock Rally
  WSJ
• Trump White House vows to stop China taking South China Sea islands
  Reuters
• Withdrawal from Trans-Pacific Partnership shifts U.S. role in world economy
  Washington Post
• US pledges to ‘protect our interests’ in South China Sea
  FT
• Capital flight battle threatens China trade flows
  FT
• China Floods Financial System With Cash Ahead of Lunar New Year
  WSJ
• China urges U.S. to act and speak cautiously on South China Sea
  Reuters
• Is Trump ready for war in the South China Sea, or is his team just not being clear?
  Washington Post

Monday, January 23, 2017

Evening

• Dollar, stocks slide on Trump's protectionist stance
  Reuters
• Dollar tumbles to seven-week low on Trump uncertainty
  Reuters
• Trump signs order withdrawing U.S. from Trans-Pacific trade deal
  Reuters
• Trump Treasury nominee wants to loosen limits under Volcker rule -document
  Reuters
• Trump tells manufacturers he will cut regulations, taxes
  Reuters
• Wall Street Questions If Trump Can Turn His Promises Into Policy
  Bloomberg
• Treasuries Extend Post-Inaugural Gains as Yield Curve Steepens
  Bloomberg
• Fed's Lacker favors faster rate hike path to curb inflation
  Reuters
• Hedge Funds Risk Treasuries Wipeout After Bearish Bets Soar
  Bloomberg
• Le Pen Risk Flashes in Tightest Yield Spread to Spain Since 2010
  Bloomberg
• A Rising Tide of Used Cars Threatens Ford’s Profits
  Bloomberg
• Hedge fund assets top $3 trillion for the first time after boost from the Trump post-election rally
  CNBC
• President Trump Focuses on Trade With Promise of ‘Very Major’ Border Tax
  WSJ
• China: We can lead world beyond 'crisis' of Western democracy and capitalism
  CNBC
• U.S. says will prevent China taking over territory in international waters
  Reuters

General

• Stocks Fluctuate With Bonds as Trump Targets Trade: Markets Wrap
  Bloomberg
• Dollar Drops as Trump’s ‘America First’ Speech Unnerves Traders
  Bloomberg
• Trump Set for ‘Antagonistic’ China Relations, Citigroup Says
  Bloomberg
• China Gives ‘Hedge Fund Brother No.1’ 5 1/2 Years in Prison
  Bloomberg
• China Stock Trading Most Muted Since 1992 as State Tightens Grip
  Bloomberg
• First days of Trump era signal America's deepening political divide
  Reuters
• Rocky First Weekend for Trump Troubles Even His Top Aides
  NYT
• President Trump Focuses on Trade With Promise of ‘Very Major’ Border Tax
  WSJ
• Donald Trump Embarks on His First Week With a Heavy Slate
  WSJ
• Central Banks Embrace Risk in Era of Low Rates
  WSJ
• Some Republicans Wary of Repealing ACA Without Replacement Plan
  WSJ

Evening

• Yen Gains With Gold as Stocks Decline Across Asia: Markets Wrap
  Bloomberg
• Trump says to start renegotiations on Nafta with Canada, Mexico
  Reuters
• These Companies Are at Risk in a U.S.-China Trade War
  Bloomberg
• UK seeks interventionist approach to drive post-Brexit industrial revival
  Reuters
• Trump may not enforce individual health insurance mandate: aide
  Reuters
• Trudeau Braces for Trump Nafta Gambit With Oil-Patch Huddle
  Bloomberg
• Good Times Seen Coming to End for China’s Real Estate Bonds
  Bloomberg
• Trump team doubles down on media criticism
  The Hill
• Trump’s Vow to Repeal Health Law Revives Talk of High-Risk Pools
  NYT
• China clamps down on banks moving currency overseas
  FT

Sunday, January 22, 2017

General

• Kuwait Stocks Extend World-Beating Rally Amid Mixed Gulf Markets
  Bloomberg
• U.K. Lawmakers Mull Steps to Halt Hard Brexit, Observer Reports
  Bloomberg
• PBOC Conducts 60 Billion Yuan of China Open-Market Operations
  Bloomberg
• White House says media delegitimizing Trump, says won't 'take it'
  Reuters
• Investing legend Jim Rogers says dump stocks if Trump launches trade war
  MarketWatch
• China party paper says no 'provocation' can stop its military drills
  Reuters
• Leaders Abroad, Joyful or Wary, Face Uncertainty of Trump Era
  NYT