Daily News Links

8596 posts

Saturday, January 7, 2017

General

• Fed’s Powell Urges Congress to Take Another Look at Volcker Rule
  Bloomberg
• China Dec forex reserves fall less than expected to $3.011 trillion
  Reuters
• Older Americans Are Retiring in Droves
  Bloomberg
• Gabriel Takes Aim at Merkel, Targets SPD-Led Government Majority
  Bloomberg
• Turkey Fires 8,000 Civil Servants for Alleged Terror Links
  Bloomberg
• We Are Not the World
  WSJ

Evening

• U.S. Stocks Set Record, Dollar Gains on Jobs Data: Markets Wrap
  Bloomberg
• Americans See Enduring Wage Gains as Labor Market Tightens
  Bloomberg
• Fed Officials Say More Rate Rises Coming
  WSJ
• China warns US of retaliation if Trump imposes tariffs
  FT
• Bearish bets against US Treasuries climb to new record
  FT

Friday, January 6, 2017

General

• Dollar rises, boosted by strong wages in U.S. jobs report
  Reuters
• Asian shares rise as U.S. interest rates ease, China steps up yuan defense
  Reuters
• Yuan Pares Record Rally as Goldman Says Now’s the Time to Sell
  Bloomberg
• U.S. Payrolls Rise 156,000 as Wages Increase Most Since 2009
  Bloomberg
• U.S. Trade Deficit Widened in November to a Nine-Month High
  Bloomberg
• Euro-Area Economic Confidence Jumps to Highest Since 2011
  Bloomberg
• Le Pen plan raises franc questions over France's euro debt pile
  Reuters
• Mexico central bank sells $1 billion to prop peso after Trump slump: traders
  Reuters
• Lampert’s Rescue of Sears Puts Him on the Hook for $1.2 Billion
  Bloomberg
• China Doubles Down on Defending Its Currency
  WSJ
• Active managers tripped up as just 19% beat benchmark
  FT
• As an angry China watches, Taiwan president takes a risky trip to the Americas
  LA Times

Thursday, January 5, 2017

Evening

• Bank stocks bring down S&P, Dow; techs prop up Nasdaq
  Reuters
• Mexico central bank sells $1 billion to prop peso after Trump slump: traders
  Reuters
• Trump's Trade Team Suggests His Hardnosed Campaign Talk Was No Bluff
  Bloomberg
• China Ready to Step Up Scrutiny of U.S. Firms If Trump Starts Feud: Sources
  Bloomberg
• Dismal holiday sales at Macy's, Kohl's spell gloom for sector
  Reuters
• U.S. Consumer Comfort Gauge in 2016 Was Strongest in Nine Years
  Bloomberg
• Draghi’s German Problem Flares Up as Inflation Surge Stirs Anger
  Bloomberg
• Mall Companies Fall After Sears Announces Plans to Close Stores
  Bloomberg
• China, Seeking to Stop Weakening of Currency, Issues Restrictions
  NYT

General

• Dollar Rally Stymied by China, Fed as Gold Climbs: Markets Wrap
  Bloomberg
• Asian stocks rise for eighth day on strong PMIs, Wall Street gains
  Reuters
• China’s Epic Short Squeeze Is Back as Yuan Rally Crushes Bears
  Bloomberg
• China’s offshore yuan surges most against dollar in a year
  CNBC
• Portugal 10-Year Yield Climbs Above 4% as Selloff Deepens: Chart
  Bloomberg
• Bears Scramble for Yuan as China Chokes Flows, Supports Currency
  Bloomberg
• China's choices narrowing as it burns through FX reserves to support yuan
  Reuters
• China services sector activity rises to 17-month high in December: Caixin PMI
  Reuters
• Japan December services PMI rises to 11-month high
  Reuters
• UK, China, South Africa downgrade calls loom for Moody's
  Reuters
• Prices Are Rising Across the Globe. That's a Good Thing, Right?
  Bloomberg
• German economists press ECB to raise interest rates
  Reuters
• Chinese Media Say ‘Big Sticks’ Await Trump If He Seeks Trade War
  Bloomberg
• Republican Lawmakers Revive ‘Audit the Fed’ Legislation
  WSJ
• It was another great year for investors who avoid hedge funds
  FT

Wednesday, January 4, 2017

Evening

• U.S. Stocks Rise, Bonds Erase Drop on Fed Minutes: Markets Wrap
  Bloomberg
• Fed Officials See Gradual Rate Hikes as Upside Risks Debated
  Bloomberg
• Fed policymakers agree Trump fiscal boost poses inflation risk
  Reuters
• Total global debt tops 325 pct of GDP as government debt jumps: IIF
  Reuters
• Inside the Fed’s December Meeting: The Annotated Minutes
  Bloomberg
• Harvard Academic Sees Debt Rout Worse Than 1994 ‘Bond Massacre’
  Bloomberg
• December US auto sales come in at pace of 18.4 million, vs. 17.7 million estimate
  Reuters
• GM December U.S. sales up 8 percent, sees record for industry in 2017
  Reuters
• U.S. 2016 auto sales set new record at 17.465 mln - WardsAuto
  Reuters
• Trump's SEC pick Clayton points to capital formation, not enforcement
  Reuters
• China Sets Sights on Another Skeptic-Defying Year
  Bloomberg
• Fed Sees Faster Economic Growth Under Trump, but Not a Boom
  NYT
• Wall Street debt issuance off to a record start in 2017
  FT
• Envisioning a Fannie and Freddie Endgame
  WSJ

General

• Risk-On Tide Lifts Developing World to Commodities: Markets Wrap
  Bloomberg
• Strong dollar lifts Japan shares, crimps commodities
  Reuters
• China’s Stocks Rise as Rail Companies, Liquor Makers Lead Gains
  Bloomberg
• China steps in to support yuan again as Trump inauguration nears
  Reuters
• China Said to Consider Options to Support Yuan, Curb Outflows
  Bloomberg
• Euro-Area Economy Ended Year With Fastest Growth Since 2011
  Bloomberg
• Mortgage applications tank 12% to end 2016
  CNBC
• U.S. banks gear up to fight Dodd-Frank Act's Volcker rule
  Reuters
• U.S. LIBOR breaks above 1 percent for first time since 2009
  Reuters
• Manhattan Resale Home Prices Tumble the Most in Four Years
  Bloomberg
• China Goes on $26 Trillion Commodity Binge as Shortages Seen
  Bloomberg
• With Choice of Trade Negotiator, Trump Prepares to Confront Mexico and China
  NYT
• Fed Minutes to Offer Insight on Central Bankers’ Outlook for 2017
  WSJ
• Clients Want Hedge Funds but Not Their Big Bets
  WSJ

Tuesday, January 3, 2017

Evening

• Japanese Stocks Lead Asian Equity Gains, Oil Rises: Markets Wrap
  Bloomberg
• Wall St. pares some gains as oil prices drop
  Reuters
• China’s Credit Engine Is Running Out of Gas
  Bloomberg
• New Year’s Money Curbs May Prompt More Use of China Outflow Pipe
  Bloomberg
• Fed Tightening Eases Stimulus Pressure Globally, Rajan Says
  Bloomberg
• These Eight Charts Explain What's Happening in Markets Right Now
  Bloomberg
• That Bubbling Sound Coming From U.S. Factories May Be Inflation
  Bloomberg
• ETF Investors, Hedge Funds Bail on Gold as Dollar, Equities Gain
  Bloomberg
• Asia’s Richest Families Are Abandoning ‘Complacent’ Hedge Funds
  Bloomberg
• China Inc.’s Large Dollar Debts Fuel Beijing’s Efforts to Curb Yuan Plunge
  WSJ
• Cities offer a glimpse of China’s economic future
  FT
• China Has Too Many Shopping Malls
  WSJ

General

• Stocks Climb on Economy Optimism as Oil Advances: Markets Wrap
  Bloomberg
• Oil Climbs to 18-Month High as Kuwait and Oman Fulfill OPEC Cuts
  Bloomberg
• Asia stocks edge up in positive start to 2017, dollar resumes climb
  Reuters
• Manufacturing in U.S. Expands at Fastest Pace in Two Years
  Bloomberg
• China’s Factories and Services Cap Year of Gains as Prices Surge
  Bloomberg
• China Gets Strict on Forex Transactions to Stop Money Exiting Abroad
  Bloomberg
• China's yuan may see more volatility vs. dollar after basket change
  Reuters
• Biggest Economies Face $7.7 Trillion Bond Tab as Bull Run Fades
  Bloomberg
• It’s the ‘Most Volatile’ Year for Political Risk Since WWII, Eurasia Group Says
  Bloomberg
• China's economy could grow 6.5 percent in 2017; devaluation could stabilize yuan: think tank
  Reuters
• Trump Taps China Critic Lighthizer for U.S. Trade Representative
  Bloomberg
• Australian House Prices Rise Most in Seven Years on Low Rates
  Bloomberg
• With Trump, an Economic Feast With Surprises on the Menu
  NYT
• A daunting new year dawns in global markets
  FT
• The Champions of the 401(k) Lament the Revolution They Started
  WSJ
• Businesses Ramp Up Investment Despite Rising Rates
  WSJ
• Equity bulls enter 2017 ignoring expensive valuations
  FT

Monday, January 2, 2017

General

• European Stocks Advance as Data Confirms Manufacturing Strength
  Bloomberg
• North American movie box office sets record in 2016
  Reuters
• India’s Manufacturing to Shrink as Cash Shortages Cut Demand
  Bloomberg
• PBOC’s Ma Says New Cash Transaction Rules Are Not Capital Controls
  Bloomberg
• Samsung Warns of Slowing Growth in Key Markets Amid Uncertainty
  Bloomberg
• Modi’s Speeches Spur Memes, Pub Drinking Games in Indian Cities
  Bloomberg
• Potential new banking crises are a concern in Europe: Analyst
  CNBC
• China says won't allow Hong Kong to be used as subversion base
  Reuters
• Central Banks Loosening Their Grip on Markets
  WSJ
• Markets outlook: the big issues facing investors in 2017
  FT
• Renminbi faces confidence test as Chinese FX purchase quota resets
  FT

Sunday, January 1, 2017

Evening

• Real estate developers engaged in 'arms race' to fill Brooklyn luxury apartments
  CNBC
• The head of Germany's Ifo economic institute believes Italians will eventually want to quit
  Reuters
• China's homegrown populism to test Xi Jinping
  CNBC
• Europe’s Fate in 2017: Caught Between Low Rates and Populist Politics
  WSJ

General

• China Manufacturing Stabilizes Near a Post-2012 High
  Bloomberg
• China steps up scrutiny on individual forex purchases in the new year
  Reuters
• China's Xi says won't let anyone make 'fuss' about its territory
  Reuters
• Re-Energized Dollar Looms Over the Rest of the World
  WSJ
• China Embarking on a Financial High-Wire Act
  WSJ
• Deutsche Bank Flew and Fell. Some Paid a High Price.
  NYT