Daily News Links

8812 posts

Wednesday, February 15, 2017

Evening

• Banks lift stocks, U.S. yields climb after data
  Reuters
• No More Waiting: Inflation May Have Already Hit Fed's Target
  Bloomberg
• March Fed Hike in Play for Traders After Inflation Surge: Chart
  Bloomberg
• Markets Learn to Live With a More Hawkish Yellen
  Bloomberg
• Americans Just Broke the Psychologists’ Stress Record
  Bloomberg

General

• World stocks head towards record high on Yellen, U.S. outlook
  Reuters
• Treasuries -Yields jump after data shows surging consumer prices
  Reuters
• Consumer Prices in U.S. Increase by Most Since February 2013
  Bloomberg
• Retail Sales in U.S. Climb More Than Forecast in Broad Advance
  Bloomberg
• Yellen Sets High Hurdle for Reducing Fed's Massive Bond Holdings
  Bloomberg
• China's yuan slips, money rates surge as c.bank drains funds
  Reuters
• Goldman Warns of China Economy Risks During Year of the Rooster
  Bloomberg
• BOJ must raise yield target, slow bond buying: former policymaker
  Reuters
• Japan's Abe: Trump shares view that monetary policy not forex manipulation
  Reuters
• A $30 Million Golden Parachute Courtesy of Junk-Bond Market
  Bloomberg
• It’s Boom Time Again for America’s Largest Banks
  WSJ
• Fed’s Payments to Treasury Seen Falling as Interest Rates Rise
  WSJ
• Federal Reserve vacancies hand Trump leverage
  FT
• China warns U.S. against fresh naval patrols in South China Sea
  Reuters

Tuesday, February 14, 2017

Evening

• Asia Extends Global Gain as Yellen Buoys Stocks: Markets Wrap
  Bloomberg
• Yellen Economy Optimism Boosts Stocks, Bonds Slump: Markets Wrap
  Bloomberg
• Trump to meet with retail CEOs on taxes, infrastructure
  Reuters
• Eurogroup's Dijsselbloem rules out Greek bailout deal by Feb. 20
  Reuters
• Bets on financials, pharma power U.S. hedge funds' strong start to year
  Reuters

General

• U.S. Stocks Mixed, Treasuries Drop on Yellen Talk: Markets Wrap
  Bloomberg
• Fed on course to raise interest rates at an upcoming meeting: Yellen
  Reuters
• Yellen Sees More Rate Hikes Needed If Economy Stays on Course
  Bloomberg
• US Producer Price Index rose 0.6% in Jan vs 0.3% increase expected
  Reuters
• Mnuchin G-20 Debut Clouded as U.S. Unspools World Currency Pact
  Bloomberg
• China Credit Surging to Record Underscores PBOC Shift to Tighten
  Bloomberg
• Markets underestimating pace of Fed rate hikes: Lacker
  Reuters
• Inflation picks up to multi-year highs in China as cbank eyes tighter policy
  Reuters
• The Hidden Side to the Reflation Trade Is China's Surging Prices
  Bloomberg
• Yellen Testimony to Be Watched for Hints on Rates, Deregulation Concerns
  WSJ
• Clues to look for from Janet Yellen
  FT
• U.S. Eyes New Tactic to Press China
  WSJ

Monday, February 13, 2017

Evening

• Asia Stocks Rally Loses Momentum While Bonds Drop: Markets Wrap
  Bloomberg
• China’s Factory Prices Rise a Fifth Month, Bolstering Reflation
  Bloomberg
• No Laughing Matter for Kuroda With BOJ Near 40% of Bond Market
  Bloomberg
• S&P tops $20 trillion as 'Trump trade' roars back to life
  Reuters
• U.S. Consumer Inflation Expectations at 19-Month High, Fed Says
  Bloomberg
• Greek Central Bank Chief Warns Bailout Delay Risks Rerun of 2015
  Bloomberg

General

• Global Stocks Keep Climbing as Treasuries Decline: Markets Wrap
  Bloomberg
• Stocks on the march as 'Trump trades' bounce back
  Reuters
• China’s Zombie Province Shows Trouble With Its Bond Market
  Bloomberg
• China Central Bank Resumes Reverse Repo Sales After Six-Day Halt
  Bloomberg
• Bookmakers’ Odds of a Le Pen Victory Surge to 1-in-3: Chart
  Bloomberg
• Trump-Abe Rapport Won’t Stop Yen From Passing 100, JPMorgan Says
  Bloomberg
• Singapore's Big Banks' Bad-Loan Woes May Be Getting Worse
  Bloomberg
• Investors Have Second Thoughts About Trump Trade
  WSJ
• IMF’s Stand on Greek Bailout Unnerves Europe
  WSJ
• Donald Trump’s anger at Asian currency manipulators misses target
  FT
• A failure to tell the truth imperils Greece and Europe
  FT
• China upset at disputed islands mention in Japan-U.S. meeting
  Reuters

Evening

• Asia Extends Global Equity Rally as Yen Slides: Markets Wrap
  Bloomberg
• Dollar gains after Trump-Abe meet, Asian shares firm
  Reuters
• America’s Biggest Creditors Dump Treasuries in Warning to Trump
  Bloomberg
• Japan 4th-Quarter GDP Rose 1.0% on Annualized Basis
  Bloomberg
• Germany’s New Trump-Critic President Sees Stormy U.S. Ties Ahead
  Bloomberg
• Trump administration is ‘complete insanity’ – and the markets are in a fantasy land: Stockman
  CNBC

Sunday, February 12, 2017

General

• Greece, lenders risk euro zone instability if review talks drag on: EU's Dombrovskis
  Reuters
• China’s Monetary Policy Is Looking Like Alphabet Soup
  Bloomberg
• IMF's Lagarde says worried about European elections
  Reuters
• Market questions: will the respite for French bonds last?
  FT
• North Korean Nuclear Ambitions to Be Defining Issue for Trump
  Bloomberg

Saturday, February 11, 2017

General

• Tsipras hits back at IMF, Germany over debt impasse
  AFP
• 'Significant uncertainty' about fiscal policy under Trump: Fed's Fischer
  Reuters
• Fischer Says Fed Focused on Goals Amid Trump Policy Uncertainty
  Bloomberg
• Greece says bailout deal close, but will not accept 'illogical' demands
  Reuters
• Review: Defending America against the Fed
  Reuters
• A Tax Overhaul Would Be Great in Theory. Here’s Why It’s So Hard in Practice.
  NYT
• Vanguard Reaches $4 Trillion for First Time
  WSJ
• China gets an early win off Trump, but many battles remain
  Reuters

Evening

• Stocks Rise to Records as Oil Gains, Bonds Slip: Markets Wrap
  Bloomberg
• Trump Vows ‘Level Playing Field’ for U.S., Japan, China Currency
  Bloomberg
• Greek Bailout Talks Set to Drag Past February Amid Standoff
  Bloomberg
• Canada’s AAA Rating Is on Thin Ice
  Bloomberg
• Vanguard Reaches $4 Trillion for First Time
  WSJ
• Trump to Iran's Rouhani: Better be careful
  Reuters
• Daniel Tarullo, Federal Reserve Regulatory Point Man, to Resign
  WSJ

Friday, February 10, 2017

General

• Bonds Slump as Dollar Boosted by Trump Tax Pledge: Markets Wrap
  Bloomberg
• Dollar Gains as Yen on the Defensive Before Trump-Abe Meeting
  Bloomberg
• Fitch: The Trump Administration Poses Risks to Global Sovereigns
  Reuters
• Euro zone, IMF agree on a common stance on Greece: official
  Reuters
• China Exports Surge Ahead of Potential Challenge From Trump
  Bloomberg
• China Faces Liquidity Test as $151 Billion Set to Exit System
  Bloomberg
• Why China's Banks Are Feeling Squeezed
  Bloomberg
• China Bitcoin Exchanges Halt Withdrawals After PBOC Talks
  Bloomberg
• Le Pen May Get a Shock If She Tries to Pay French Debt in Francs
  Bloomberg
• Vanguard Pulls In More Money Than Rivals Combined
  WSJ
• Trump backs "One China" policy in call with China's Xi
  Reuters
• As Trump hustles to nail down a tax overhaul, he faces the biggest federal debt surge since Truman
  CNBC
• China ‘beefing up military’ on disputed islands in the South China Sea, says US think tank
  SCMP

Thursday, February 9, 2017

Evening

• Bank, energy stocks lift Wall St indexes to record highs
  Reuters
• Mexico Raises Key Rate After Inflation Surges and Peso Stumbles
  Bloomberg
• Fed’s Bullard Says Fiscal Uncertainty Should Delay Rate Increase
  Bloomberg
• New GOP Memo Targets Stress Tests, CFPB in Dodd-Frank Changes
  Bloomberg
• Home Prices Rose in 89% of U.S. Metro Areas in Fourth Quarter
  Bloomberg
• Trump Promises Airlines New Infrastructure, Less Regulation
  Bloomberg
• Greece optimistic of deal with lenders on reforms, debt, next week
  Reuters
• Greek bonds sell off sharply as EU-IMF rift deepens
  FT

General

• Crude Gains Lift U.S. Stocks, Bond Rally Falters: Markets Wrap
  Bloomberg
• U.S. jobless claims fall to near 43-year low
  Reuters
• Should Greece stay or should it go? Analysts divided on whether Greece will exit euro
  CNBC
• Italy's UniCredit bank posts massive $14.5 billion loss
  AP
• Global automakers blame tax policy, Lunar New Year for China sales drop
  Reuters
• China c.bank says warned bitcoin exchanges of closure risk on rule violations
  Reuters
• Hong Kong's Frenzied Home Buyers Just Can't Be Stopped
  Bloomberg
• Germany brings its gold stash home sooner than planned
  CNBC
• Greece’s Never-Ending Fiscal Drama
  WSJ
• Investors pile into risky bonds in bet on Trump economy
  FT
• Chinese Companies Rush In With Nearly $2 Trillion Where Bankers Fear to Lend
  WSJ
• Asia Central Bank Chiefs Worry About Trump Policies
  WSJ
• Yen may be too hot to handle as Abe meets with Trump
  FT