Daily News Links

8812 posts

Wednesday, February 8, 2017

Evening

• Wall Street closes little changed; banks weigh on Dow
  Reuters
• Political jitters lift gold, dent euro and French debt
  Reuters
• Dollar Policy Confusion Keeping Currency Traders Up at Night
  Bloomberg
• Mortgage Ratings Blamed for Subprime Crisis Still Flawed, Ex-Insider Says
  Bloomberg
• Worries Grow Over Euro’s Fate as Debts Smolder in Italy and Greece
  NYT
• The Next American Farm Bust Is Upon Us
  WSJ

General

• Treasuries Gain With Gold as U.S. Stocks Retreat: Markets Wrap
  Bloomberg
• Gold Reaches Three-Month High as Buyers Flock Back to Top ETF
  Bloomberg
• China's Raising Rates. Good for the Yuan, Bad for Bonds
  Bloomberg
• China's Currency Policy Approaches Breaking Point
  Bloomberg
• China says United States should 'brush up on' South China Sea history
  Reuters
• How China Lost $1 Trillion
  NYT
• Investors fear "accident" as Greek debt repayment nears
  Reuters
• Hill Republicans quake at Trump's budget-busting wish list
  Politico
• India Signals End to Easing Cycle, Unexpectedly Holds Rates
  Bloomberg
• Germany Abandons Push for G-20 Monetary Policy Restraint
  Bloomberg
• IMF Revives Greek Euro-Exit Warning Amid Deadlocked Bailout Talks
  WSJ
• Euro redenomination risk edges on to investors’ radar
  FT
• Why is the eurozone back in crisis over Greece?
  FT
• How the ECB’s purchases have changed European bond markets
  FT
• China credit flood set to persist despite PBoC rate rises
  FT
• The dollar: an orderly or disruptive appreciation?
  FT
• Central bankers face off over impact of a disorderly Brexit
  FT

Tuesday, February 7, 2017

Evening

• Reflation Trades Stall as Bonds Rise, Stocks Mixed: Markets Wrap
  Bloomberg
• Wall Street edges higher as Nasdaq hits record
  Reuters
• Houses are the least affordable they've been in seven years: Here's why
  CNBC
• In Shadow of Le Pen and Brexit, Traders Redraw European Strategy
  Bloomberg
• Greece hopes for breakthrough as funding stalemate persists
  Reuters
• Italy's "bitter" bank rescue tsar bemoans strategy vacuum
  Reuters
• U.S. government has itself to blame for dollar strength: Bundesbank
  Reuters
• Decade After Crisis, No Resolution for Fannie and Freddie
  NYT
• Dodd-Frank Rollback May Fall Short of G.O.P. Hopes
  NYT
• Hedge Fund Short Bets Are Going the Wrong Way… Again
  WSJ
• Experts back Trump’s tough line on trade with China
  FT
• Bundesbank chief rejects ‘absurd’ claim of euro manipulation
  FT

General

• Dollar Jumps, Gold Falls as Demand for Havens Ebbs: Markets Wrap
  Bloomberg
• Greek Two-Year Yields Approach 10% Amid IMF Standoff With EU
  Bloomberg
• Euro, European bonds unnerved by French politics
  Reuters
• Smaller December U.S. Trade Deficit Caps Worst Year in Four
  Bloomberg
• China Reserves Edge Below $3 Trillion as Yuan Pressure Increases
  Bloomberg
• Trump’s Dodd-Frank Do-Over Diverted to Slow Lane With Obamacare
  Bloomberg
• By this measure, stocks are massively overvalued
  CNBC
• As China’s Doors Open, Foreign Investors Worry About Exits
  Bloomberg
• The PBOC’s Tools to Manage Monetary Policy: QuickTake Scorecard
  Bloomberg

Monday, February 6, 2017

Evening

• Asian Stocks Fall After Yen Climbs on Haven Demand: Markets Wrap
  Bloomberg
• Treasuries Rise, U.S. Stocks Slip on Cautious Tone: Market Wrap
  Bloomberg
• Philadelphia Fed’s Harker Says March Is on the Table for a Hike
  Bloomberg
• Credit conditions for most business lending unchanged in fourth quarter : Fed
  Reuters
• Goldman economists see more risks for U.S. economy
  Reuters
• Goldman Sachs Economists Are Starting to Worry About President Trump
  Bloomberg
• Draghi Rebuts Trump Lines on Currency Wars, Bank Rules
  Bloomberg
• Investors Pile Into Treasurys, Bunds, Gilts as French Bonds Sell Off
  WSJ
• SEC Faces Obstacles to Rolling Back Dodd-Frank Rules
  WSJ
• Is Italy’s financial future resting on UniCredit?
  FT
• Mario Draghi pushes back at Trump shake-up
  FT
• For Donald Trump’s Team, Iran Moves Atop Confrontation List
  WSJ

General

• Treasuries, Gold Rise as U.S. Stocks Slip With Oil: Market Wrap
  Bloomberg
• European Bonds, Not the Euro, Take the Biggest Political Hit
  Bloomberg
• France Yield Spread Nears Four-Year High as Political Risk Grows
  Bloomberg
• Asia shares lag Wall St. gains, dollar becalmed
  Reuters
• China services sector extends strong growth in January but pace eases: Caixin PMI
  Reuters
• German Factory Orders Surge Most Since 2014 on Investment
  Bloomberg
• Germany opposes unilateral tariffs on imports: Merkel
  Reuters
• Investment Veteran Backs Gold on Risk of Trump Policy ‘Mistakes’
  Bloomberg
• Foreigners Cut Chinese Bond Holdings First Time Since 2015
  Bloomberg
• Five Charts That Say All Is Not Well in Markets
  Bloomberg
• America’s Asia Allies May Face Biggest Currency Reversal
  Bloomberg
• The Mortgage-Bond Whale That Everyone Is Suddenly Worried About
  WSJ
• Tiger Hedge Funds Become Wall Street Prey
  WSJ
• Mexico Teeters Between Its Recent U.S. Friendship and 170 Years of Hostility
  WSJ

Evening

• Asian Stocks Advance as Banks Rally; Dollar Steady: Markets Wrap
  Bloomberg
• Draghi Takes Case for QE to Brussels as Politics Keep Risks High
  Bloomberg
• France's Le Pen launches election bid with vow to fight globalization
  Reuters
• Overseas Chinese acquisitions worth $75bn cancelled last year
  FT
• Passive investing continues march into US bond market
  FT

Sunday, February 5, 2017

General

• Fiscal Hole Will Test President Donald Trump’s Agenda
  WSJ
• Schäuble blames ECB for euro that is ‘too low’ for Germany
  FT
• Mexico warns of global impact if Nafta collapses
  FT

Saturday, February 4, 2017

General

• US political, economic risks mounting against Trump's agenda, Goldman Sachs says
  CNBC
• Germany’s Merkel Would Welcome South American Trade Deal With EU
  Bloomberg
• France’s Marine Le Pen Unveils Presidential Platform Measures
  Bloomberg
• The method to President Trump's madness
  Politico
• Iran vows 'roaring missiles' if threatened, defies new sanctions
  Reuters
• China Assails U.S. Pledge to Defend Disputed Islands Controlled by Japan
  NYT

Friday, February 3, 2017

Evening

• Friday Bank Rally Lifts S&P 500 to Weekly Gain Amid Trump Orders
  Bloomberg
• Trump ignites political fight over U.S. banking law reforms
  Reuters
• Here's what everybody is getting wrong about changes to banking rules
  CNBC
• Hedge Fund Investor Letters Show Managers Are Stumped by Trump
  Bloomberg
• Trump administration imposes fresh Iran-related sanctions
  Reuters
• Trump Moves to Roll Back Obama-Era Financial Regulations
  NYT
• Trump’s First Weeks Leave Washington— and the White House Staff—Panting
  WSJ
• What an unraveling of the Iran nuclear deal could look like
  CNBC
• Europe without Merkel? Investors think through another 'surprise'
  Reuters
• France's Le Pen kicks off election campaign at Lyon rally
  Reuters
• Nine more killed in Ukraine as US presses Russia
  AFP

General

• Treasuries Rise With Stocks as Wage Data Disappoint: Market Wrap
  Bloomberg
• Payrolls in U.S. Increase 227,000 While Wage Growth Weakens
  Bloomberg
• Asian stocks tumble most in two weeks after China tightens policy
  Reuters
• Japan Yields Swing, China Rates Rise on BOJ, PBOC: Markets Wrap
  Bloomberg
• Bank of Japan Disappoints With Bond Purchases, Roiling Markets
  Bloomberg
• China Tightens Monetary Policy by Raising Money Market Rates
  Bloomberg
• Gold Demand Rises to Three-Year High on Political Upheaval
  Bloomberg
• Trump CEO Brain Trust Huddles as Corporate America Splits
  Bloomberg
• Deutsche Bank to Cut Equities and Fixed Income Trading Staff
  Bloomberg
• No Fireworks for Chinese Stocks After Week-Long Break
  Bloomberg
• Donald Trump Plans to Undo Dodd-Frank Law, Fiduciary Rule
  WSJ
• China Tightens Monetary Policy by Raising Repo Rates
  WSJ
• Trump’s Bluntness Unsettles World Leaders
  WSJ
• ‘Trump Trade’ ramps up pressure on the Bank of Japan
  FT
• Republicans’ attack on Federal Reserve unnerves European banks
  FT

Thursday, February 2, 2017

Evening

• Asian Stocks to Gain as China Returns From Break: Markets Wrap
  Bloomberg
• Dollar Pares Drop, Risk Appetite Subdued Ahead of Jobs Data
  Bloomberg
• Trump risk, Fed uncertainty weighs on dollar, stocks
  Reuters
• Paul Ryan: We can't start on tax reform and infrastructure until spring
  CNBC
• Carney Says Central Bankers’ 15 Minutes of Fame Is About to End
  Bloomberg
• Republicans back tough Iran line; Trump says nothing off table
  Reuters
• Exclusive: U.S. expected to impose fresh sanctions on Iranian entities - sources
  Reuters
• Putin accuses Kiev of provoking flare up in fighting in east Ukraine
  Reuters
• For Europe, There’s a New Threat in Town: The U.S.
  NYT
• Passive investing set to claim half of equity and bond markets
  FT

General

• Dollar Falls as Fed Path Assessed; Stocks Retreat: Markets Wrap
  Bloomberg
• Asian shares at four-month high, dollar soft after nonchalant Fed
  Reuters
• Trump's dollar paradox promises roller-coaster ride for currencies
  Reuters
• Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh
  CNBC
• U.S. Productivity Gains Cooled Last Quarter; Labor Costs Rose
  Bloomberg
• Carney Braces for Brexit Twists as BOE Inflation Unease Grows
  Bloomberg
• IMF deputy managing director warns on uncertain U.S. policy, rising protectionism
  Reuters
• Yellen Eyes Commercial Real-Estate Froth as Fed Weighs ’17 Risks
  Bloomberg
• Trump's latest enemy? Monetary policy
  Nikkei Asian Review
• With Steady Gains in Economic Outlook, Fed Leaves Interest Rate Unchanged
  NYT
• Trump adopts aggressive posture toward Iran after missile launch
  Reuters
• Dollar Caught Between President Trump’s Tough Talk, Policy Plans
  WSJ
• The Fed’s Bond Portfolio Is Growing Up, and That Means Less Support for the Economy
  WSJ
• Young People Lose Confidence In Their Prospects as Homeowners
  WSJ
• US corporate bond trading volumes hit record highs
  FT
• Italy bond spread over Spain widens to 2012 high
  FT
• Trump devaluation claims raise fears of global currency war
  FT
• China labour unrest spreads to ‘new economy’
  FT
• China sends its billionaires a chilling message
  FT
• Trump Twitter Bursts Throw Decades-Old Alliances Into Chaos
  Bloomberg
• Khamenei ally says useless for U.S. to threaten Iran over missile test: Fars
  Reuters