Daily News Links

8812 posts

Wednesday, March 1, 2017

Evening

• Fed's Brainard Says Rate Hike Will Likely Be Appropriate Soon
  Bloomberg
• Fed Says U.S. Growing Modestly With Subdued Signs of Inflation
  Bloomberg
• 'Pure exuberance': Investor sentiment hasn't been this high since two bubbles ago
  CNBC
• U.S. Not Bound by WTO Decisions, Trump Warns in Trade Agenda
  Bloomberg
• Record Warmth Could Turn Into a Disaster for U.S Fruit Growers
  Bloomberg
• Donald Trump’s Speech Agenda Will Face Legislative Challenges
  WSJ
• Donald Trump’s Labor Department Proposes Delaying ‘Fiduciary’ Rule
  WSJ
• Fed shifts away from lingering over rate rise decisions
  FT
• Markets shift attention from Trump towards Federal Reserve
  FT
• Republicans ask how long Trump’s presidential tone can last
  FT

General

• Wall Street hits new highs as banks soar on rate hike hopes
  Reuters
• Focus Turns to Fed as Dollar Gains, Bonds Drop: Markets Wrap
  Bloomberg
• U.S. consumer spending slows; inflation pushes higher
  Reuters
• Chance of a March interest rate hike almost doubled: CME
  CNBC
• Inflation-averse Germans see fastest price rises in 4-1/2 years
  Reuters
• Euro-Area Manufacturing Picks Up as Inflation Pressures Build
  Bloomberg
• Euro zone 2017 inflation likely to be far higher than projected: Bundesbank's Weidmann
  Reuters
• Asian factories pick up steam in shadow of Trump protectionist threat
  Reuters
• China's Factory Gauge Strengthens as Producer Prices Rebound
  Bloomberg
• Sydney Home Prices Surge at Fastest Annual Pace Since 2002
  Bloomberg
• Key Inflation Gauge Closest to Fed’s 2% Target Since 2012
  WSJ
• Donald Trump Asks Congress to Unite Behind Health Care, Tax Overhauls
  WSJ

Tuesday, February 28, 2017

Evening

• Dollar, U.S. Futures Pare Gains as Trump Speaks: Markets Wrap
  Bloomberg
• Fed officials jolt market with talk of pending rate hike
  Reuters
• Fed Officials Signal Greater Willingness to Consider March Hike
  Bloomberg
• Fed's Williams Says March Hike to Get ‘Serious Consideration’
  Bloomberg
• U.S. Consumer Confidence Rises to Highest Level Since July 2001
  Bloomberg
• Mom and Pop Investors Are Behind This Historic Market Rally
  Bloomberg
• China's Policy Balancing Act May Face Bumps as Bond Pain Endures
  Bloomberg
• Donald Trump Faces a Conservative Revolt in Congress
  WSJ
• US stocks have calmest start to a year in a half-century – JPMorgan
  FT
• World’s Most Indebted Developer Keeps Piling It On
  WSJ

General

• Dollar Falls, Stocks Fluctuate Amid Economic Data: Markets Wrap
  Bloomberg
• U.S. Growth Pace Unrevised as Consumption, Investment Diverge
  Bloomberg
• Trump on Hook to Clarify Policies With Speech to Congress
  Bloomberg
• Traders Glued to These Trump Stock Trades Heading Into Address
  Bloomberg
• US home prices rise another 5.6% in December: S&P CoreLogic Case-Shiller
  CNBC
• Car Dealer's First Overflow Lot in 37 Years Exposes U.S. Pileup
  Bloomberg
• With businesses split on U.S. border tax, wider reform looks shaky
  Reuters
• Xi Stresses Reining in Systemic Risks as China's Leaders Gather
  Bloomberg
• Exclusive - China eyes 12 percent broad money supply rise in 2017: sources
  Reuters
• A Big Dutch Populist Win May Swell Election Risk on French Bonds
  Bloomberg
• European Credit Investors Face Uncertain Future After QE Unwind
  Bloomberg
• Greek private sector bank deposits drop in Jan. on review jitters
  Reuters
• Hedge Funds May Be Falling Back in Love With Commodities
  Bloomberg
• China Will Rein in Growth, Credit Targets in 2017 Master Plan: Economists
  Bloomberg
• Trump seeks 'historic' U.S. military spending boost, domestic cuts
  Reuters
• Trump budget faces GOP resistance
  Politico
• Trump touts spending plan, but promise to leave entitlements alone puts GOP in a quandary
  Washington Post
• Trump Says Improving Economy Would Cover Defense Budget Boost
  WSJ
• Bank of Japan publishes bond buying plans to keep yields at 0%
  FT
• China capital crackdown threatens wave of overseas buyouts
  FT
• Corporate China hits global debt market milestone
  FT
• Zombie cull fuels China bankruptcy rise
  FT

Monday, February 27, 2017

Evening

• Dow Streak Hits 12, Treasuries Fall on Rate Bets: Markets Wrap
  Bloomberg
• Infrastructure Stocks Climb as Trump Pledges to Spend 'Big'
  Bloomberg
• Trump seeks 'historic' increase of 9 percent in U.S. military's budget
  Reuters
• The odds of an interest rate hike have begun to shift in a new direction
  CNBC
• In China, Public-Private Partnerships Are Really Public-Public
  Bloomberg
• As Donald Trump Heads to Congress, a New Polarization Is Hardening
  WSJ
• Le Pen, Trump and the Atlantic counter-revolution
  FT

General

• U.S. Stocks, Dollar Fluctuate Before Trump Speech: Markets Wrap
  Bloomberg
• Asia stocks erase losses but some investors await Trump talk
  Reuters
• Trillions of Dollars Are at Stake When Trump Speaks to Congress
  Bloomberg
• Orders for Durable Goods in U.S. Rebounded 1.8% in January
  Bloomberg
• The Bond Market Is Calling Yellen’s March Rate Hike Bluff
  Bloomberg
• Trump budget plan boosts Pentagon, trims State Dept, EPA: officials
  Reuters
• Chinese Shares' Power Surge Leaves Global Investors Unconvinced
  Bloomberg
• Trump wants to raise military spending — but cut everywhere else
  Politico
• US banks hit brakes on lending after Trump election
  FT
• Corporate China hits global debt market milestone
  FT
• ‘Bad Banks’ Spread Across China
  WSJ

Sunday, February 26, 2017

Evening

• Asian Stocks Drop, Yen Advances Before Trump Speech: Market Wrap
  Bloomberg
• No cuts to U.S. entitlement programs in Trump budget: Mnuchin
  Reuters
• When selling starts in markets, it'll trigger an 'avalanche', Marc Faber says
  CNBC
• Bank Lending Signals Caution
  WSJ
• The World’s Most Radical Experiment in Monetary Policy Isn’t Working
  WSJ
• What Does the French Election Mean for the Euro?
  WSJ

General

• No debt relief for Greece, Germany's deputy finance minister says
  Reuters
• China securities regulator to focus on stability, reform
  Reuters
• Bond Market Is Flashing Warning Signal on Trump Reflation Trade
  WSJ
• Iran holds naval war games amid rising tensions with U.S.
  Reuters

Saturday, February 25, 2017

General

• Record-setting stock rally faces test in Trump speech
  Reuters
• China summons reformer to tackle banking woes
  Reuters
• France's Hollande fires back at Trump over Paris comments
  Reuters
• Wary of Trump unpredictability, China ramps up naval abilities
  Reuters

Friday, February 24, 2017

Evening

• Stocks Post Gains Before Trump Speech to Congress: Markets Wrap
  Bloomberg
• Citi sees a 20% chance of Le Pen winning which could 're-ignite a fully-fledged sovereign debt crisis'
  CNBC
• Bundesbank braces for QE losses after lowest profit in decade
  Reuters
• Trump vows military build-up, hammers nationalist themes
  Reuters
• Americans Haven't Been This Optimistic About the Job Market in Over 30 Years
  Bloomberg
• If Trump imposes punitive tariffs, Europe must counter them: Merkel ally
  Reuters

General

• Stocks Sell Off as Gold Rises Before Trump Speech: Markets Wrap
  Bloomberg
• Exclusive: Trump calls Chinese 'grand champions' of currency manipulation
  Reuters
• China says no intention of using currency devaluation to its advantage
  Reuters
• Mnuchin Tells Carney to Expect America-First Push on Regulation
  Bloomberg
• The Trump Team's Evolving Currency-Market Rhetoric: A Timeline
  Bloomberg
• Trump’s ‘big fat bubble’ trouble in the stock market
  Politico
• Exclusive: Trump says Republican border tax could boost U.S. jobs
  Reuters
• J.C. Penney to Shut as Many as 140 Stores as Industry Slumps
  Bloomberg
• China's New Banking Regulator Chief Faces Daunting Challenges
  Bloomberg
• China Said to Name Reformer Guo as Head of Banking Regulator
  Bloomberg
• China steams past U.S., France to be Germany's biggest trading partner
  Reuters
• Canadian Inflation Surges to 2.1% in January on High Gas Prices
  Bloomberg
• The Big Question for the U.S. Economy: How Much Room Is There to Grow?
  NYT
• China Names Guo Shuqing, a Rapid-Fire Regulator, to Oversee Troubled Banks
  NYT
• Fed Isn’t Ready to Cut Balance Sheet Yet
  WSJ
• Trump Team Broadens Search for Fed Regulatory Post
  WSJ
• Germany and Italy back Brussels on Brexit
  FT

Thursday, February 23, 2017

Evening

• Asia Stocks Fall; Topix Pares Loss as Yen Slips: Markets Wrap
  Bloomberg
• How Mnuchin's comments dinged the dollar, pumped up the peso
  CNBC
• Republicans Call on Fed to Halt Rules Until Trump's Picks Are in Place
  Bloomberg
• El-Erian Warns Bond Market It's Underestimating March Fed Odds
  Bloomberg
• Pimco Says China Needs to Get Tougher in Cat-and-Mouse Debt Game
  Bloomberg
• Stocks and bonds are at war over how much growth is coming under Trump
  CNBC
• Trump's 'phenomenal' tax plan may have a hard time paying for itself
  CNBC
• Germany's Social Democrats overtake Merkel's conservatives in poll
  Reuters
• Upset at Trump, Mexico voices 'worry and irritation' to U.S. envoys
  Reuters
• Can You Make Money in a Euro Collapse?
  WSJ
• Trump Strategist Steve Bannon: ‘Every Day Is Going to Be a Fight’
  WSJ
• Russia mobilises an elite band of cyber warriors
  FT
• US prime property is magnet for illicit wealth, warns Treasury
  FT

General

• Dow and S&P hit record highs after Treasury Secretary points to significant tax reform
  CNBC
• Treasury Secretary Mnuchin: We're committed to 'very significant' tax reform by August recess
  CNBC
• Landlords Are Taking Over the U.S. Housing Market
  Bloomberg
• Mnuchin Signals No Urgency to Name China a Currency Manipulator
  Bloomberg
• Carney's Inflation Equation Heats Up as Stores Plan Price Hikes
  Bloomberg
• Trump looks for a reset with his address to Congress
  Politico
• Treasury Secretary Steven Mnuchin Sees Tax Overhaul by August
  WSJ
• Border-Adjustment Tax Divides Energy Sector
  WSJ
• China Shakes Up Top Economic Team Ahead of Major Power Shuffle
  WSJ
• Top U.S. Officials Met With Defiance in Visit to Mexico
  WSJ
• Reasons for Bunds rush go beyond fears of Le Pen win
  FT
• Marine Le Pen has a better chance in France than you think
  FT