Daily News Links

8812 posts

Wednesday, May 3, 2017

Evening

• U.S. Stocks Slip in Copper Rout, Fed Boosts Dollar: Markets Wrap
  Bloomberg
• Fed Refrains From Rate Hike While Maintaining Sunny Outlook
  Bloomberg
• Service Industries in U.S. Grow at Faster Pace Than Forecast
  Bloomberg
• Puerto Rico Files for Historic $70 Billion Debt Restructuring
  Bloomberg
• Bernanke Questions Strategy and Timing of Trump Tax Cut Plans
  Bloomberg
• Banks Pull Back on Car Loans as Used-Auto Prices Plummet
  WSJ
• Puerto Rico Placed Under Bankruptcy Protection
  WSJ

General

• Stocks Sag on Apple Miss; Dollar Climbs Before Fed: Markets Wrap
  Bloomberg
• Service Industries in U.S. Expand at Faster Pace Than Projected
  Bloomberg
• ADP Says Companies in U.S. Boosted Payrolls by 177,000 in April
  Bloomberg
• Undecided GOP rep: Healthcare bill still a few votes short
  The Hill
• Big Summer Shutdowns Loom for U.S. Auto Plants as Sales Sputter
  Bloomberg
• Why Greenspan's Bond Market Conundrum Looks Like the New Normal
  Bloomberg
• China Seeks to Calm Investors With Words and Cash After Rout
  Bloomberg
• China to step up crackdown on illegal forex deals in 2017
  Reuters
• Toronto Home Price Growth Slows in April as New Listings Soar
  Bloomberg
• Political Turmoil Is High, but Wall Street’s Fear Gauge Is Very Low
  NYT
• Fed Rate Rise Unlikely Wednesday, but Possible June Move in Focus
  WSJ
• GOP’s Health-Bill Woes Show New Power of Party’s Centrist Wing
  WSJ
• Home Capital drama raises fears for Canada’s housing boom
  FT
• Hawkish central bank sends China interest rates to 2-year high
  FT

Tuesday, May 2, 2017

Evening

• Apple Weighs on Nasdaq Futures as FOMC Awaited: Markets Wrap
  Bloomberg
• Apple Sells Fewer iPhones in Last Quarter, Shares Slide
  Bloomberg
• Vancouver Home-Price Surge Defies Canadian Housing Jitters
  Bloomberg
• Jeff Gundlach sees summer correction in the stock market
  CNBC

Afternoon

• U.S. Stocks Fluctuate With Dollar as Oil Retreats: Markets Wrap
  Bloomberg
• Auto Sales Fall for Fourth Straight Month
  Bloomberg
• Kyle Bass Sees China's Wealth Management Products as Key Risk
  Bloomberg
• Pledging more austerity, Greece cuts deal with lenders
  Reuters
• If Anything Can Shake the Fed’s 2017 Rate Path, It’s These Risks
  Bloomberg
• It Took Investors Just Four Months To Pull Nearly $7 Billion From Hedge Fund Giant
  WSJ

General

• Global Stocks Climb Amid Earnings as Yen Weakens: Markets Wrap
  Bloomberg
• Budget deal may map U.S. Congress road ahead, via Trump bypass
  Reuters
• Euro-Area Manufacturing Expands at Fastest Pace in Six Years
  Bloomberg
• China April factory growth slows to weakest in seven months: Caixin PMI
  Reuters
• China’s $11 Trillion Economy and Markets Are in a Tug of War
  Bloomberg
• Italy Is Europe's Next Big Problem
  Bloomberg
• Alitalia Starts Bankruptcy Proceedings After Turnaround Fails
  Bloomberg
• Hedge Funds Pile in to Long Bets on Bonds Just as Dangers Build
  Bloomberg
• Canadian Lender Draws on Emergency Line as Deposits Flow Out
  WSJ
• ECB should talk in June about 2018, eventual QE exit: Nowotny
  Reuters
• Donald Trump Gambles on Big Health-Care Victory
  WSJ
• Trump Preparing to Replace Top Banking Regulator
  WSJ
• Wall Street Fear Gauge VIX Sinks to Decade Low
  WSJ
• Will Trump ‘Do a Big Number’ on the Big Banks?
  NYT
• US share buyback plan approvals plunge
  FT
• Bank of Japan splashes big on ETFs
  FT
• North Korea says U.S. bomber flights push peninsula to brink of nuclear war
  Reuters

Monday, May 1, 2017

Evening

• U.S. Stocks Rise on Earnings as Treasuries Slump: Markets Wrap
  Bloomberg
• Trump Weighs Breaking Up Wall Street Banks, Raising U.S. Gas Tax
  Bloomberg
• China's Markets and Economy Are Going in Different Directions
  Bloomberg
• China’s Credit Slowdown Poses a Threat to Global Growth
  WSJ
• Global Deal Making Falls to Slowest Pace in 20 Years
  WSJ

General

• U.S. Stocks Advance as Treasuries Fall With Gold: Markets Wrap
  Bloomberg
• Consumer Spending in U.S. Stalls in March
  Bloomberg
• Congress Inks Spending Deal That Jettisons Trump Priorities
  Bloomberg
• U.S. congressional talks yield deal to fund government through September: source
  Reuters
• China leverage rising at 'alarming pace': central bank official
  Reuters
• ETF Issuers Rush to Capitalize on Trump
  Bloomberg
• U.S. small business borrowing stalls in March
  Reuters
• Former Fed Chair Bernanke thinks 3% growth 'possible but probably not that likely'
  CNBC
• Fed's Cut in Huge Bond Holdings May Be Messier Than Yellen Hopes
  Bloomberg
• Home Capital’s Next Hitch: Keeping Cash Crunch Under Control
  Bloomberg
• Japan final April PMI shows manufacturing activity accelerating, export orders solid
  Reuters
• Italy's Renzi regains party leadership with big primary win
  Reuters
• Defiant North Korea hints at nuclear tests to boost force 'to the maximum'
  Reuters
• Asian nations pulled into China's orbit as Trump puts America first
  Reuters
• Anbang, Chinese Company With Global Reach, Faces New Scrutiny
  NYT
• China Looks to Export Auto Overcapacity on Slow-Growth World
  WSJ
• Hackers Ran Through Holes in Swift’s Network
  WSJ
• Fed edges gingerly towards talk of shrinking its balance sheet
  FT
• Australia record home sale highlights bubble risks
  FT

Sunday, April 30, 2017

Evening

• Stocks Advance, Yen Erases Gain on Congress Deal: Markets Wrap
  Bloomberg
• U.S. Looks at Sanctions, Military Action to Counter North Korea
  Bloomberg
• Trump could target 'carried interest' tax loophole: official
  Reuters
• David Stockman: Trump’s tax plan is ‘dead on arrival’ and Wall St. is ‘delusional' for believing it
  CNBC
• Fed Officials Expected to Keep Rates Steady
  WSJ
• Trump Pushing for Vote on Health Bill, but Stumbling Blocks Remain
  WSJ
• On Trade, a Politically Feisty Trump Risks Economic Damage
  NYT
• As China’s Investors Rush In, Hong Kong Shares Take a Wild Ride
  NYT

General

• China April manufacturing growth slows faster than expected
  Reuters
• Unraveling Home Capital Has Ex-Investor Mulling Contagion Odds
  Bloomberg
• EU Throws Down Brexit Gauntlet to U.K. as Talks Edge Closer
  Bloomberg
• Turkey Threatens Further Strikes on U.S.-allied Syrian Kurds
  Bloomberg
• EU calls Theresa May’s Brexit stance ‘completely unreal’
  FT

Saturday, April 29, 2017

General

• Five unanswered questions about Trump's tax plan
  The Hill
• Le Pen Has Potential Prime Minister, No Rush on Euro Exit
  Bloomberg
• EU Leaders Agree United Front Ahead of Brexit Talks
  Bloomberg
• Trump to Order a Study on Abuses of U.S. Trade Agreements
  Reuters
• North Korea test-fires ballistic missile in defiance of world pressure
  Reuters
• Larry Fink: Expect ‘Severe Issue’ in U.S. Economy If Trump’s Tax Plan Adds to Deficit
  WSJ
• The Calculated Rise of France’s Emmanuel Macron
  WSJ
• The market’s risky bet on stability
  FT
• Distressed-debt players rule the roost in Trump’s White House
  FT
• Mr Market learning to tell Trump’s bark from his bite
  FT

Friday, April 28, 2017

Afternoon

• Wall Street slips as weak GDP data weighs
  Reuters
• Plunge in Election-Related Spending Dents U.S. GDP Growth: Chart
  Bloomberg
• Fatter Paychecks Set to Perk Up U.S. Growth as Consumer Rebounds
  Bloomberg

General

• Stocks Trim Monthly Gain Before GDP; Oil Climbs: Markets Wrap
  Bloomberg
• Oil rebounds from one-month low on hopes for output cut extension
  Reuters
• U.S. Economy Expands at Slowest Pace in Three Years
  Bloomberg
• Compensation in U.S. Rises at Fastest Pace Since End of 2007
  Bloomberg
• Exclusive: 'If there's a shutdown, there's a shutdown,' Trump says
  Reuters
• Trump’s Tax Plan Hits Its First Land Mine: Blue-State Republicans
  Bloomberg
• Bond Vigilantes Lie In Wait for Trump's Debt-Swelling Tax Plan
  Bloomberg
• Euro-Area Inflation Picks Up as ECB Takes Baby Step Toward Exit
  Bloomberg
• Euro Area's Inflation Surge Won't Help Draghi Hold the ECB Line
  Bloomberg
• China Crackdown to Be Intensified After Xi Meeting, Nomura Says
  Bloomberg
• Japan Data Deluge Points to Economic Growth, Weak Inflation
  Bloomberg
• China's Enrichment Spawns Mature Problem -- Middle Class Angst
  Bloomberg
• Brazilian Labor Unions Stage Nationwide Strike Against Temer’s Agenda
  Bloomberg
• The new reality on health care: Some Republicans don't want Obamacare repealed
  Politico
• Rent or Buy? More Young People Are Choosing Homeownership
  WSJ
• Exclusive: Trump says 'major, major' conflict with North Korea possible, but seeks diplomacy
  Reuters
• On Foreign Policy, Trump’s Tone Signals New Approach
  WSJ
• Trump Challenges North Korea in High-Stakes Game of Risk
  WSJ

Evening

• Asian Stocks Mixed on Earnings; Dollar Strengthens: Markets Wrap
  Bloomberg
• How China's Capital Controls Make Bond Market Fragile
  Bloomberg
• ETFs Are ‘Weapons of Mass Destruction,’ FPA Capital Managers Say
  Bloomberg
• Economists Fear Trump’s Tax Plan Only Heightens a ‘Mountain of Debt’
  NYT
• Vix ‘fear gauge’ closes at 3-year low
  FT
• ‘Trump Trade’ Waned in First 100 Days
  WSJ

Thursday, April 27, 2017

General

• U.S. Stocks Mixed, Euro Falls on ECB; Crude Slips: Markets Wrap
  Bloomberg
• Reprieve for Peso and Loonie After Trump's About-Face on Nafta
  Bloomberg
• ECB Keeps Policy Settings Unchanged Awaiting Political Clarity
  Bloomberg
• Trump’s Corporate Tax Rewrite Faces Major Obstacle: Its Cost
  Bloomberg
• Trump tells Canada, Mexico, he won't terminate NAFTA treaty yet: White House
  Reuters
• U.S. Durable-Goods Orders Rose Less Than Forecast in March
  Bloomberg
• Wells Fargo, JPMorgan Wary of Auto Loans, But Pack Them in Bonds
  Bloomberg
• Le Pen, Macron spar as French presidential race narrows slightly
  Reuters
• BOJ keeps policy steady, revises up view on economy
  Reuters
• BOJ Cuts Inflation Forecast While Keeping Stimulus Unchanged
  Bloomberg
• Riksbank's Surprise Decision to Boost Stimulus Splits Board
  Bloomberg
• Surprise Surge in Card Defaults Sinks Capital One, Discover
  Bloomberg
• Fannie and Freddie, Back in the Black
  Bloomberg
• Trump tax plan to trigger lobbying frenzy
  The Hill
• Hong Kong's Dollar Drop Has Origin in Property-Lending Rumbles
  Bloomberg
• Foreign Banks Reduce Lending to U.K. Commercial Real Estate
  Bloomberg
• White House unveils dramatic plan to overhaul tax code in major test for Trump
  Washington Post
• Huawei, Chinese Technology Giant, Is Focus of Widening U.S. Investigation
  NYT
• Trump Unveils Broad Tax-Cut Plan
  WSJ
• Venture-Capital Quandary: Too Much Money Chasing Too Few Ideas
  WSJ
• China’s short-term money market rates highest in 2 years
  FT