Daily News Links

8384 posts

Friday, September 23, 2016

General

• Stocks, Bonds Fall as Fed-Driven Rally Fizzles; Dollar Rebounds
  Bloomberg
• Asian Stocks Pare Weekly Gain Amid Dollar Rebound; Bonds Advance
  Bloomberg
• China’s Shibor at Seven-Month High as Cost Spike Spreads Onshore
  Bloomberg
• Monte Paschi Bonds Fall to Eight-Month Low on State Aid Report
  Bloomberg
• Investors pull $7.4 billion from stocks funds, largest outflow in 12 weeks: BAML
  Reuters
• Gold Sparkles as Central Bank Largesse Burnishes Investor Demand
  Bloomberg
• Euro zone business growth hits 20-month low, Germany loses momentum
  CNBC
• ECB policymakers say rates near bottom even if recovery is disappointing
  Reuters
• Kuroda’s Quest to Control Yields Undermined as Long Bonds Jump
  Bloomberg
• Bond Bulls Curb Their Enthusiasm in China’s Leverage Crackdown
  Bloomberg
• A look at the EU-US trade talks and why they're faltering
  AP
• China Starts Default-Swap Trading as Buffer Against Failures
  Bloomberg
• Russia’s central bank criticizes the easy money policies of its peers
  CNBC
• How Bond Yields Got This Low
  WSJ
• Anxiety Spikes Among G-20, An Analysis of UN Speeches Shows
  Bloomberg

Afternoon

• Stock Rally Fizzles as Traders Waver After Euphoria; Oil Tumbles
  Bloomberg
• Oil Tumbles as Saudis Said to See Algiers Talks as Consultation
  Bloomberg
• China’s toxic debt pile may be 10 times official estimates: Fitch
  CNBC
• Fitch reveals the $2trillion black hole in China's economy that heralds a lost decade
  UK Telegraph
• Turkey Cut to Junk as Moody’s Concludes Its Post-Coup Review
  Bloomberg

Thursday, September 22, 2016

General

• Stocks Climb With Bonds in Fed-Inspired Rally; Crude Tops $46
  Bloomberg
• Nasdaq hits record high after Fed leaves rates unchanged
  Reuters
• Emerging Assets Advance for Fourth Day as Fed Spurs Yield Demand
  Bloomberg
• Gold Holds Biggest Gain in Two Weeks as Fed Damps Rate Outlook
  Bloomberg
• Sales of Existing U.S. Homes Unexpectedly Declined in August
  Bloomberg
• Beware the Chinese Property Companies That Look Like Shadow Banks
  Bloomberg
• Suitcases of Cash: China Travel Data Hint at Capital Outflow
  Bloomberg
• EU Banks May Need Rescue Funds Equaling Twice ECB Capital
  Bloomberg
• Banks Said to Plan for Loss of Euro Clearing After Brexit
  Bloomberg
• Brazil Ex-Finance Minister Mantega Arrested in Graft Probe
  Bloomberg
• Leon Cooperman’s Way: From the Bronx to Goldman to SEC Target
  Bloomberg
• Popular Quant Hedge Fund Strategy Is Suddenly Doing Terribly
  Bloomberg
• Japan’s New Special Relationship With the Federal Reserve
  WSJ
• ECB fears legal action will rein in scope for QE
  FT
• Mighty Doves see off the Regional Hawks over rates
  FT
• Wall Street’s Stock-Selling Business: The Worst in 20 Years
  WSJ
• Warplanes hit Aleppo in heaviest attack in months, defy U.S.
  Reuters

Evening

• Exclusive: Regulators Expect Monte Dei Paschi to Ask Italy for Help-Sources
  Reuters
• Cash is king as correlations cloud asset allocation
  Reuters
• Deutsche Bank Woes Sparks Concern Among German Lawmakers
  Bloomberg
• Yahoo hit in worst hack ever, 500 million accounts swiped
  CNET
• US stock funds suffer biggest redemptions since Brexit vote
  FT
• China’s economic fate rests on its housing market
  FT
• SEC’s pursuit of Leon Cooperman rattles hedge fund industry
  FT

Wednesday, September 21, 2016

General

• Stocks Rally With Banks on BOJ Amid Fed Countdown; Oil Climbs
  Bloomberg
• BOJ Shifts Policy Framework to Targeting Japan’s Yield Curve
  Bloomberg
• BOJ overhauls policy focus, sets target for government bond yields
  Reuters
• Yen strengthens on scepticism about BOJ's new framework
  Reuters
• SEC charges hedge fund manager Leon Cooperman, Omega Advisers with insider trading
  CNBC
• U.S., Japanese Bonds Trim Loss as BOJ Seen ‘Not Hawkish at All’
  Bloomberg
• Over to the Fed after world stocks get a lift from BOJ
  Reuters
• Fed Focus Turns to Dots as Hike Odds Fade: Decision-Day Guide
  Bloomberg
• Kuroda’s Journey From Shock-And-Awe to Bond Market Fine-Tuning
  Bloomberg
• The Bank of Japan's Moment of Truth: Decision Day Guide
  Bloomberg
• Helicopters Circle Over Bank of Japan With Kuroda Running Out of Options
  Bloomberg
• 4 things to know about the Bank of Japan’s policy meeting
  MarketWatch
• China property developers may issue $150 billion in bonds in 2016
  Reuters
• Japanese Exports Decline for 11th Straight Month in August
  Bloomberg
• Central-Bank Rescues Prove Profitable
  WSJ
• BoJ experiment risks the worst of all worlds
  FT

Evening

• Asian Stocks Rally With Won, Bonds After Fed as Crude Oil Gains
  Bloomberg
• Divided Fed Holds Fire, Signals 2016 Rate Increase Still Likely
  Bloomberg
• The Fed's New Dot Plot After September Rate Decision: Chart
  Bloomberg
• Dollar Holds Course for Worst Year Since 2009 on Fed Dovish Turn
  Bloomberg
• U.S. SEC charges thrust billionaire Cooperman into spotlight
  Reuters
• Fed Stands Pat, but Says Case for Rate Increase Has Strengthened
  WSJ, Hilsenrath
• Central Bank Tools Are Losing Their Edge
  WSJ, Ip
• Investors Stuck Between Two Central Banks
  WSJ
• In Wells Fargo’s Bogus Accounts, Echoes of Foreclosure Abuses
  NYT, Morgenson

Tuesday, September 20, 2016

General

• Bonds Rise With Stocks as Clock Ticks Toward Fed, BOJ; Oil Falls
  Bloomberg
• Deutsche Bank’s Riskiest Bonds Fall to Lowest Since February
  Bloomberg
• Asian Stocks Hold Gains as Bonds Decline Amid BOJ, Fed Countdown
  Bloomberg
• Signs Are Building That the BOJ Is Reaching Its 'Endgame'
  Bloomberg
• Supersized Corporate Bond Sales Are Taking a Bigger Bite Out of an $8 Trillion Market
  Bloomberg
• Yuan Funding Crunch Shows Risks in Reserve Currency Ranking
  Bloomberg
• China Risks $375 Billion of Shadow Banking Losses, CLSA Says
  Bloomberg
• Why the Bank of Japan may overshadow the Federal Reserve on Super Wednesday
  CNBC
• Housing Starts in U.S. Declined in August on Plunge in South
  Bloomberg
• China’s Biggest Banks Quicken Pace of Bad-Loan Security Sales
  Bloomberg
• Meet the affable bear who expects the S&P to tumble to 20-year lows
  MarketWatch
• Weakness at home hobbles once-powerful Merkel in Europe
  Reuters
• Five key questions ahead of Bank of Japan’s policy meeting
  FT
• Cheap money points to more taper tantrums
  FT
• Fed plays poker with tempestuous markets
  FT

Evening

• Mexico’s Central Bank Tested by Traders as Peso Falls to Record
  Bloomberg
• Long Trade in Corporates Brings Pain as Central Banks Deliberate
  Bloomberg
• Gold Seen Entering Long-Term Bull Market as Asset Bubbles Burst
  Bloomberg
• Calm descends before central bank storm
  FT
• Debt buybacks boom as companies cut borrowing costs
  FT
• Why China's Experiment in Direct Democracy Was Doomed to Fail
  Bloomberg

Monday, September 19, 2016

General

• Stocks Rally as Crude Rebounds; Dollar Slides Before Fed Meeting
  Bloomberg
• Asia stocks rise before central bank meetings, oil bounces
  Reuters
• Yuan Hibor hits 8-month high as liquidity crunch continues
  SCMP
• Oil Rebounds as Fighting Halts Libya’s Ras Lanuf Export Return
  Bloomberg
• China August Home Prices Rise in More Cities as Sales Gain
  Bloomberg
• Debt Mismatch Leaves Emerging Nations Exposed to Shock, BIS Says
  Bloomberg
• BIS flashes red alert for a banking crisis in China
  UK Telegraph
• Gasoline prices spike as Colonial begins bypass around damaged line
  Reuters
• German economy could slow in third quarter, Bundesbank warns
  Reuters
• China Rich Help Europe Banks Raise $14 Billion Since August
  Bloomberg
• China’s Property Bubble Keeps Getting Bigger
  WSJ
• China’s ports hit hard by global trade slowdown
  FT
• China says Japan trying to 'confuse' South China Sea situation
  Reuters
• U.S., Japan, South Korea ministers discuss tougher measures against North Korea
  Reuters

Afternoon

• Dollar Falls With Treasuries Before Fed, BOJ Meetings; Oil Gains
  Bloomberg
• Why 'Quantitative Tightening' May Again Become a Problem for Markets
  Bloomberg
• That $100,000 Painting Bought to Flip Is Now Worth About $20,000
  Bloomberg
• Markets Tighten Ahead of Fed
  WSJ

Sunday, September 18, 2016

General

• Warning Indicator for China Banking Stress Climbs to Record
  Bloomberg
• How a ‘twist’ by the Bank of Japan could upstage the Fed
  MarketWatch
• Currency Hedging Bulges Thanks to ‘Flight From Zero,’ BIS Says
  Bloomberg
• 'Dissonant markets' may be underestimating risks to stability: BIS
  Reuters
• London's core role in euros under spotlight after Brexit vote
  Reuters
• A Fed Insider Warns of the Risk of Low Rates
  WSJ
• Global bond issuance hits record
  FT

Evening

• Dollar Dominates as Fed, BOJ Week Begins With Oil Up After Slump
  Bloomberg
• Merkel suffers drubbing in Berlin vote due to migrant angst
  Reuters
• Central Bank Developments Are Only Game In Town For Markets
  Dow Jones
• Weidmann says ECB is conflicted with twin monetary, supervisory roles
  Reuters
• Italy's Renzi steps up attack on EU, Merkel
  Reuters
• Fed Hits Crossroads on Inflation Policy
  WSJ
• Heavy-Equipment Glut Weighs on Machine Makers
  WSJ

Saturday, September 17, 2016

General

• Top investors have one theme on their minds: Danger
  CNBC
• Fed meeting grabs spotlight amid volatility comeback
  Reuters
• German Protesters Gather to Oppose Transatlantic Trade Deals
  Bloomberg