Daily News Links

8384 posts

Friday, August 5, 2016

General

• Payrolls Surge as U.S. Hiring Gains Broad-Based for Second Month
  Bloomberg
• Dollar Rebounds After Payrolls Beat Forecasts as Treasuries Drop
  Bloomberg
• Global Stocks Advance With Metals on Stimulus as Dollar Slips
  Bloomberg
• Asian Shares Climb With Bonds as Oil Declines While Aussie Gains
  Bloomberg
• Oil prices fall as short-covering rally fizzles, oversupply weighs
  Reuters
• U.S. trade deficit rises to ten-month high in June
  Reuters
• European Banks Back Away From Targets Again Amid Brexit Squeeze
  Bloomberg
• BOJ's massive easing nears turning point
  Nikkei AR
• Investors Await Moody’s Turkey Verdict to Move Billions in Funds
  Bloomberg
• Lipper fund flows IG US$2.472bn inflow; HY US$2.464bn outflow
  Reuters
• China's regions show big economic divergence as rustbelt suffers, cities prosper
  Reuters
• Brazil's politics, economy are huge messes as Olympics begin
  CNBC
• US unlikely to extradite imam Turkey blames for coup: WSJ
  CNBC
• Companies Routinely Steer Analysts to Deliver Earnings Surprises
  WSJ
• New Tool for Central Banks: Buying Corporate Bonds
  WSJ
• Commodities attract biggest bets since 2009
  FT
• Merkel’s Approval Rating Plunges Following Attacks in Germany
  Bloomberg
• China slams Japan minister for ducking Nanjing massacre questions
  Reuters

Afternoon

• S&P 500 Rises to Record as Dollar Gains on Jobs Data; Bonds Fall
  Bloomberg
• BOE's Plan for Corporate Bonds Draws Backlash in Some Quarters
  Bloomberg
• U.S. Farmland Prices Fall $10 an Acre in First Drop Since 2009
  Bloomberg
• Florida Shudders as Zika Spread Forces Miami Shops to Close
  Bloomberg
• How Dell Raised $67 Billion for the Biggest Tech Deal Ever
  NYT
• Japan protests after Chinese ships sail near disputed islets
  Reuters

Thursday, August 4, 2016

General

• Carney Takes ‘Exceptional’ Action With Rate Cut After Brexit
  Bloomberg
• Pound Slides on BOE Stimulus; European Stocks Jump With Bonds
  Bloomberg
• Bonds Jump Globally as Bank of England Eases Policy Post-Brexit
  Bloomberg
• Bank of England cuts rates, ready for 'whatever action necessary' after Brexit vote
  Reuters
• BOE Targets Company Bonds as Brexit Spurs Stimulus Revival
  Bloomberg
• Rate cut and stimulus measures mark BoE's 'whatever it takes' moment -BBA
  Reuters
• Berkshire Said to Draw Fed Scrutiny Over Wells Fargo Investment
  Bloomberg
• Greenspan Put Gone Wild as Critics See Markets Hamstringing Fed
  Bloomberg
• Saudi Interest-Rate Swaps Climb to Highest Level Since 2009
  Bloomberg
• Possibilities to adjust QE but must not alter design-ECB's Weidmann
  Reuters
• No Break for Worst Asian Currency as Clouds Gather Over Malaysia
  Bloomberg
• Fannie Mae Profit Slides Amid Lower Rates
  WSJ
• Yen Shows Strength Even as Officials Call Moves ‘Speculator-Driven’
  WSJ
• Chinese regulator acts to curb bogus banks
  FT
• Hedge funds bolster quantitative know-how
  FT

Evening

• The Fight for Yield Has Crept Into Emerging Market Equities
  Bloomberg
• US financials feel the burn from rock bottom interest rates
  FT

Wednesday, August 3, 2016

General

• Stocks Slip as Emerging Markets Bear Brunt With Crude Below $40
  Bloomberg
• Japan's 40-year govt bond yield rises to 3-1/2-month high
  Reuters
• Lira Slips Most in Emerging Markets as Turkey Inflation Quickens
  Bloomberg
• Global Bond Market Rally Unravels as Japan Shows Limit to Demand
  Bloomberg
• BOJ June minutes: Some members question focus of monetary easing
  Reuters
• Recession Hits China — Along With 10% Growth
  Bloomberg
• China will use multiple monetary policy tools, maintain reasonable credit growth-PBOC
  Reuters
• China's robotics rush shows how its debt can get out of control
  Reuters
• Here's Goldman's List of Everything Else the Bank of Japan Can Buy
  Bloomberg
• Central London house prices show biggest fall in 7 years after Brexit
  Reuters
• Komercni Banka Tumbles Most in Five Years on Dividend Reduction
  Bloomberg
• Bitcoin Sinks After Hackers Steal $65 Million From Exchange
  Bloomberg
• Markets beware as central banks begin to admit defeat
  FT
• Japan's PM picks hawkish defense minister for new cabinet, vows economic recovery
  Reuters
• Turkish police raid science council as crackdown widens
  Reuters

Evening

• China Shares Resume Decline as Central Bank Easing Bets Fade
  Bloomberg
• Dollar Falls Versus Yen as Speculation of Helicopter Money Wanes
  Bloomberg
• Regional tensions test Japan's new defense minister on first day
  Reuters
• U.S. Stocks Climb as Crude Rebounds to $40; Emerging Assets Drop
  Bloomberg
• High Yield Rolls On Even After Wheels Come Off Energy Markets
  Bloomberg

Tuesday, August 2, 2016

General

• Stocks Drop as Bank Woes Highlight Economic Gloom; Yen Advances
  Bloomberg
• European shares hit two-week lows, yen rises after Japan backs stimulus
  Reuters
• Oil Slump Sinks Asian Stocks as Yen Weakens; Aussie Bonds Jump
  Bloomberg
• Japan approves $130 billion fiscal steps as BOJ denies curbing stimulus
  Reuters
• China Shipbuilder Flags Bond Repayment Risks as Economy Slumps
  Bloomberg
• The Humbling of American Tech Giants in China
  Bloomberg
• Central Bankers Float New Currency System, Safety Net at Confab
  Bloomberg
• IMF urges Japan to coordinate fiscal stimulus with further BOJ easing
  Reuters
• Now We Have Two Answers to the ECB Corporate Liquidity Question
  Bloomberg
• The Canadian Housing Boom Fueled by China’s Billionaires
  Bloomberg
• European bank shares fall in brutal start to August
  FT
• The vanishing market value of European banks: charts
  FT
• Student-Loan Defaulters in a Standoff With Federal Government
  WSJ
• Japanese bonds have worst run since 2003 as BoJ doubts grow
  FT
• Japan defense review expresses 'deep concern' at Chinese coercion
  Reuters
• South China Sea: Beijing vows to prosecute 'trespassers'
  CNN
• Turkish government has taken over military factories, shipyards, PM says
  Reuters

Afternoon

• Global Stocks Drop, Yen Strengthens as Growth Worries Resurface
  Bloomberg
• Europe’s Tumbling Lenders Lose Almost Half Their Value in a Year
  Bloomberg
• Yen’s Surge Shows Currency Traders Had Divergence Bet Backward
  Bloomberg
• Erdogan says Turkey's coup script was 'written abroad'
  Reuters

Monday, August 1, 2016

General

• Italian banks slump after European stress tests
  MarketWatch
• Stress-Tests Results Fail to Revive Faith as Europe Banks Fall
  Bloomberg
• China stocks fall to one-month low on tighter regulation, new IPOs
  Reuters
• China factory activity unexpectedly dips in July: official PMI
  Reuters
• Hardest Hit, Weakest Capital: European Stress Tests in Charts
  Bloomberg
• Growing Oil Glut Shows Investors There’s Nowhere to Go But Down
  Bloomberg
• Citigroup Sees ‘Significant Uncertainties’ Following Brexit Vote
  Bloomberg
• The Fragile U.S. Economy Now Facing a Slowdown in Building Boom
  Bloomberg
• This chart is a ‘warning sign’ for global markets: Trader
  CNBC
• History No Friend to Emerging-Market Currencies as August Lands
  Bloomberg
• Chinese Investors Balk at Company Bonds From Riskiest Province
  Bloomberg
• Factories struggle as world demand sputters
  Reuters
• Central European PMIs drop as EU funds slow, Brexit fears mount
  Reuters
• UniCredit in crosshairs as bank shares slide
  FT
• 'Give them a bloody nose': Xi pressed for stronger South China Sea response
  Reuters
• SEE IT: Skydiver Luke Aikins becomes first person to jump and land without a parachute
  Daily News

Evening

• Crude Plunges Into Bear Market as U.S. Stocks Slip; Bonds Drop
  Bloomberg
• Overseas Yield Hunters Bag Record Share of U.S. Corporate Debt
  Bloomberg
• No Government No Problem for Balkan Bond as Investors Hunt Yield
  Bloomberg
• Germany hits out at Turkish ‘blackmail’ over visas
  FT

Sunday, July 31, 2016

General

• Monte dei Paschi's last-ditch rescue plan faces high hurdles
  Reuters
• Helicopter money talk takes flight as Bank of Japan runs out of runway
  Reuters
• Saudi Arabia Said to Have Offered $4 Billion to Banks
  Bloomberg

Evening

• Asian shares edge up as soft U.S. GDP cuts Fed rate hike bets
  Reuters
• Oil Falls After U.S. Drillers Bring Back Rigs for a Fifth Week
  Bloomberg
• China Factory Gauge Signals Deterioration as Property Boost Ebbs
  Bloomberg
• Global Earnings Tumble as Companies Dig Deeper for Cost Savings
  Bloomberg
• China’s Imports From Samoa Soar as Nomura Sees Outflows: Chart
  Bloomberg
• Abe’s Fiscal Plan Follows a Long Road of Packages That Failed
  Bloomberg
• Europe in Crisis: The Elections to Watch for Political Risk
  Bloomberg
• US $18bn credit card debt spree sparks fears
  FT

Saturday, July 30, 2016

General

• Monte Paschi Capital Wiped Out in European Bank Stress Test
  Bloomberg
• Reports: US, Singapore request documents on Goldman Sachs' work on 1MDB
  CNBC
• EU Imposes Fresh Anti-Dumping Tariffs on Chinese Steel
  Dow Jones
• Vanguard dividend fund shuts out new money
  CNBC