Daily News Links

8596 posts

Saturday, January 14, 2017

General

• U.S. banks to stay in fashion as earnings kick off
  Reuters
• Merkel Cites Risks in 2017, Including ‘Protectionist Tendencies’
  Bloomberg
• Trump suggests he may do away with Russia sanctions if Moscow helpful: WSJ
  Reuters
• China: No negotiation on 'One China' policy despite Trump remarks
  CNN
• At Davos; China Seeks The Limelight As Trump Takes Charg
  Forbes
• Merkel urges United States to stick to international cooperation
  Reuters
• Trump team struggles for cohesion on tougher China policy
  Reuters
• Trump Open to Shift on Russia Sanctions, ‘One China’ Policy
  WSJ

Friday, January 13, 2017

General

• U.S. Stocks Rise, Treasuries Fall on Economic Data: Markets Wrap
  Bloomberg
• Asian shares slip, dollar on track for losing week
  Reuters
• Wholesale Prices in U.S. Rise for Third Time in Four Months
  Bloomberg
• U.S. Retail Sales Picked Up in December on Motor Vehicle Demand
  Bloomberg
• Millennials are falling behind their boomer parents
  CNBC
• PBOC Said to Boost Yuan Curbs as Banks Told to Balance Flow
  Bloomberg
• China’s Exports Remain Tepid as Trump Trade Challenge Looms
  Bloomberg
• Germany calls on ECB to wind down economic stimulus
  AFP
• Schaeuble Sees New Greek Bailout Risk as German Polls Loom
  Bloomberg
• What’s Causing Those Capital Outflows From China: QuickTake Q&A
  Bloomberg
• China Commodities Juggernaut Rolls Into 2017 as Records Tumble
  Bloomberg
• Chinese tabloid says U.S. needs to 'wage war' to block off South China Sea islands
  Reuters
• China, Russia agree on more 'countermeasures' against U.S. anti-missile system: Xinhua
  Reuters
• Trump’s Pick on Trade Could Put China in a Difficult Spot
  NYT
• Federal Reserve Shows Greater Unity on Path for Interest Rates
  WSJ
• U.S. Budget Deficit Widening Again Amid Talk of Possible Tax Cuts
  WSJ
• Japan leads surge in equity inflows at start of the year
  FT

Thursday, January 12, 2017

Evening

• U.S. Stocks Slip With Dollar as Commodities Rally: Markets Wrap
  Bloomberg
• Inside the Fed's Head: The 2011 Transcripts
  Bloomberg
• Yellen had 'super risky' proposal for Fed's 2011 low-rate vow: transcripts
  Reuters
• Stocks Are No Longer the Most Actively Traded Securities in Stock Markets
  Bloomberg
• Extreme Bets on Higher Yields Inflict a New Kind of Pain Trade
  Bloomberg
• Collapsing Asset Correlations Have Active Managers Celebrating Trump Disruption
  Bloomberg
• U.S. government posts $28 billion deficit in December
  Reuters
• Trump's Pentagon choice says U.S. needs to be ready to confront Russia
  Reuters

General

• U.S. Stocks Drop as Bond Rally Sinks Bank Shares: Markets Wrap
  Bloomberg
• Gold Surges Above $1,200 as Details-Shy Trump Weighing on Dollar
  Bloomberg
• Turkish Lira, Bonds Rally as Central Bank Tightens Liquidity
  Bloomberg
• Oil Extends Biggest Gain in 6 Weeks as Saudis Make Deeper Cuts
  Bloomberg
• China Credit Growth Exceeds Estimates as Lending Remains Robust
  Bloomberg
• A Free-Floating Yuan Is Looking a Bit More Likely
  Bloomberg
• China Bond-Market Holes Spur S&P Call for Tighter Regulation
  Bloomberg
• Fed's Harker: 'Considerable strength' in the economy, 3 rate hikes appropriate
  CNBC
• It’s the Drug Industry’s Turn to Tremble Before Trump
  Bloomberg
• U.S. property foreclosures at 10-year low in 2016
  Reuters
• ECB Stimulus Disagreements Signal Vigorous Debates Ahead
  Bloomberg
• Germany's Schaeuble says interest rates are too low - magazine
  Reuters
• Trump's tax cuts may pressure U.S.'s top credit rating: Fitch
  Reuters
• Mexico lays out cards for high stakes talks with Trump
  Reuters
• German GDP Grows at Fastest Rate in Five Years
  WSJ
• Trump-inspired rally hits a wall after first press conference
  FT
• Erdogan calls on central bank to ‘thwart’ FX traders, stoking lira rally
  FT
• China Pushes Back After Tillerson Warns on South China Sea
  Bloomberg

Wednesday, January 11, 2017

Evening

• Asia Stocks Tip Mixed Open, Dollar Drops on Trump: Markets Wrap
  Bloomberg
• U.S. Stocks Rise With Crude as Dollar Rally Fades: Markets Wrap
  Bloomberg
• Drug Stocks Plunge as Trump Threatens to Force Price Bidding
  Bloomberg
• Mexico's peso hits record low on Trump talk of wall, auto tax
  Reuters
• Brazil Slashes Key Rate in Bid to Revive Flatlining Economy
  Bloomberg
• China’s Great Ball of Money Has More Bubbles in Sight for 2017
  Bloomberg
• Long-Short Hedge Funds Are Ditching the Shorts to Focus on Longs
  Bloomberg
• The Three Worst Currencies of 2017 Show That Politics, Not Economics, Are Driving Markets
  Bloomberg
• ‘Fang’ stocks add $83bn to their market value over 7 days
  FT
• Trump nominee says China should be denied access to South China sea islands
  Reuters

General

• Stocks, Bonds Mixed Before Trump; Lira, Pound Drop: Markets Wrap
  Bloomberg
• Turkish lira tumbles further as central bank fails to shore up confidence
  Bloomberg
• Emerging-Market Currencies Slide Amid Caution Ahead of Trump
  Bloomberg
• Asia shares recover losses, markets await Trump news conference
  Reuters
• Fed on Edge as Trump Growth Bump Boosts Risks of Rate-Hike Error
  Bloomberg
• Suddenly, Home Sale Agreements Are Falling Apart Across the U.S.
  Bloomberg
• VC Firms Raise Most Since Dot-Com Era But Are Slow to Deploy It
  Bloomberg
• How the GOP plans to repeal Obamacare
  Politico
• China's S$5.5 trillion wealth products reel as bond binge unwinds
  Bloomberg
• Exclusive - Banks forced to cover tracks of China's forex regulator
  Reuters
• In China, Insurers Sell Risky Products to Fund Risky Investments, Freaking Out Regulators
  WSJ
• From Brexit to Trump, Polarization Heightens Risk, WEF Says
  Bloomberg
• Investors Bolt Mexico as Peso Enters Free Fall
  WSJ
• Turkish lira rout intensifies on current account woes
  FT
• Taiwan scrambles jets, navy as China aircraft carrier enters Taiwan Strait
  Reuters
• Chinese bomber flies around contested Spratlys in show of force: U.S. official
  Reuters

Evening

• Asian Shares Climb Amid Metals Bounce as Won Slips: Markets Wrap
  Bloomberg
• U.S. Equities Swing With Dollar as Bonds Pull Back: Markets Wrap
  Bloomberg
• Fed Hawk Lacker to Retire Oct. 1, Successor Search Under Way
  Bloomberg
• There's something wild going on in the corporate bond market
  CNBC
• Why the Lira’s in Trouble: 2017’s Worst Performer in Charts
  Bloomberg
• Gundlach Says Treasuries Above 3% Would End Bond Bull Market
  Bloomberg
• U.S. Small-Business Optimism Index Surges by Most Since 1980
  Bloomberg
• America’s Fastest-Growing Loan Category Has Eerie Echoes of Subprime Crisis
  WSJ
• Peso sinks to fresh low as Mexico woes mount
  FT

Tuesday, January 10, 2017

General

• Commodities Gain as Dollar, U.S. Stocks Fluctuate: Markets Wrap
  Bloomberg
• Pound’s Decline Deepens as Currency Reclaims Dubious Honor
  Bloomberg
• China Factory Prices Rising Fastest in 5 Years Adds to Reflation
  Bloomberg
• Credit card, auto loan delinquencies rise
  CNBC
• Chinese Banks' Liquidity Squeeze: Worse Than You Think
  Bloomberg
• China vows to contain corporate debt levels as inflation heats up
  Reuters
• Credit Hedge Fund Shorting China Junk Bonds as Risks Mount
  Bloomberg
• Taiwan courts Central America after U.S. visit angers China
  Reuters
• Sovereign credit ratings likely to deteriorate in 2017 – S&P
  FT

Monday, January 9, 2017

Evening

• Asian Shares Track U.S. Retreat While Bonds Climb: Markets Wrap
  Bloomberg
• Treasuries Climb With Gold While U.S. Stocks Drop: Markets Wrap
  Bloomberg
• Oil down four percent on concerns over rising Iraqi exports, U.S. output
  Reuters
• Investment-Grade Bonds Blast Into 2017 Despite Long-Term Fears
  Bloomberg
• With recovery 'largely done,' Lockhart says Fed should step aside
  Reuters
• Markets looking for more clues on Trumponomics
  CNBC
• China’s latest moves to manage the yuan add fuel to Trump’s threats
  CNBC
• Morgan Stanley Says Investors Are Thinking About U.S. Corporate Credit All Wrong
  Bloomberg
• Hundreds of Colleges Saddling Students With Unaffordable Debt, Feds Say
  Bloomberg

General

• U.S. Stocks Retreat, Treasuries Advance With Gold: Markets Wrap
  Bloomberg
• Offshore Yuan Falls for Second Day as Bears Reload After Squeeze
  Bloomberg
• Turkish Lira Extends Losses as Rate Speculation Mounts: Chart
  Bloomberg
• Asian stocks bounce on U.S. cues though dlr gains may clip wings
  Reuters
• Chinese yuan’s muscle flexing didn’t last long
  CNBC
• Fed's Rosengren calls for gradual, but faster, interest-rate hikes
  Reuters
• Why the China Manipulator Label Looks Increasingly Appealing to Trump
  Bloomberg
• Mexico annual inflation picks up to 2-year high in December
  Reuters
• Germany's left parties set conditions for tie-up to threaten Merkel
  Reuters
• Cross-Asset Stress Eases to Lowest Since 2015 China Scare: Chart
  Bloomberg
• Xi’s Graft Busters Pledge Loyalty as Reshuffle Year Kicks Off
  Bloomberg
• Chinese state tabloid warns Trump, end one China policy and China will take revenge
  Reuters
• Turkey: the crisis candidate
  FT

Sunday, January 8, 2017

Evening

• Asia Stocks Set to Follow U.S. Gains, Pound Slips: Markets Wrap
  Bloomberg
• Potential Fed Chairs Suggest They Would Pursue Tighter Policy
  Bloomberg
• China Reserves Slumped $320 Billion Last Year as Yuan Tumbled
  Bloomberg
• China Is Planning a New, Relaxed Approach to Growth
  Bloomberg
• North Korea's missile testing 'serious threat' to U.S.: defense secretary
  Reuters
• With Speech, Theresa May Prepares to Walk ‘Brexit’ Tightrope
  NYT
• China battles to control growing online nationalism
  FT

General

• Dubai Stocks Lead Middle East Gains as Traders Seek Dividends
  Bloomberg
• 2016 was a terrible year for stock picking, and 2017 may not get much better
  CNBC
• Germany's Gabriel says EU break-up no longer unthinkable
  Reuters
• May Denies ‘Muddled’ Thinking, Pledges Brexit Details in Weeks
  Bloomberg
• Shanghai suspends sales of commercial office projects
  Reuters
• Millions in China Learn to Live With Smog 'Airpocalypse'
  NBC
• Investors Betting Strongest Junk-Bond Rally in Years Has Legs
  WSJ
• China capital controls help slow cash outflows
  FT
• Banks rush to bond market ahead of rates rise
  FT