Daily News Links

8812 posts

Wednesday, January 18, 2017

Evening

• Yellen Says Economy Near Goals Warrants Gradual Rate Hikes
  Bloomberg
• Risk-On Stance Awaits Asia After Yellen Remarks: Markets Wrap
  Bloomberg
• China’s Holdings of U.S. Treasuries Drop by Most Since 2011
  Bloomberg
• Commerce Pick Ross Calls China ‘Most Protectionist’ Major Nation
  Bloomberg
• Trump's trade policies could make things much worse for debt-ridden China
  CNBC
• Donald Trump and Janet Yellen Look to Be on a Collision Course
  NYT
• Wall Street's Year in Charts: Trading Gains, Job Cuts and More
  Bloomberg
• Ross escalates Trump trade criticism against Beijing
  FT
• Fed officials prepare ground to cut bank’s $4.5tn balance sheet
  FT
• Global temperatures in 2016 break record for third year in a row
  FT

General

• Havens Slip in Tussle of Politics Versus Inflation: Markets Wrap
  Bloomberg
• Asia stocks up as Trump's dollar comment boosts exporters; sterling shines
  Reuters
• Consumer Prices in U.S. Rise for Fifth Month on Shelter, Fuel
  Bloomberg
• Trump’s Options for Weakening Dollar Extend Far Beyond Tweeting
  Bloomberg
• Business euphoria over Trump gives way to caution, confusion
  Reuters
• Goldman Sachs Earnings Climb as Trading Outpaces Expectations
  Bloomberg
• China's Central Bank Pumps Out a Record $60 Billion Before Holidays
  Bloomberg
• China 2016 home prices surge most in 5 years, but moderating, easing bubble fears
  Reuters
• China Home Prices Rose in Fewest Cities in 11 Months Amid Curbs
  Bloomberg
• Capital curbs push Chinese firms to risky, costly dollar bonds
  Reuters
• Run-Up Since Election Slows as Investors Consider Risks
  NYT
• No longer welcome? American companies fear China’s turning its back on them.
  Washington Post
• ECB bond buying slide raises taper questions
  FT
• China urges U.S. to bar Taiwan delegation from Trump inauguration
  Reuters

Tuesday, January 17, 2017

Evening

• Japan to Join Global Stock Selloff as Yen Jumps: Markets Wrap
  Bloomberg
• Banks Lead U.S. Stock Declines as Dollar Weakens, VIX Jumps
  Bloomberg
• Bank stocks post worst day in half a year as Trump uncertainties grow
  CNBC
• Dollar Drops on Trump Comments as May Boosts Pound: Markets Wrap
  Bloomberg
• China Spawns New Debt Market to Ease Burden on Local Governments
  Bloomberg
• Trump just signaled the death of Clinton-era strong dollar policy
  CNBC
• Deutsche Bank signs $7.2 billion deal with U.S. over risky mortgages
  Reuters
• Social Security has a looming $11 trillion shortfall
  CNBC
• These Are the Biggest Global Risks for 2017
  Bloomberg
• Trump team questions the almighty dollar
  FT
• Behind China’s Bond Selloff, a Risky Twist on the Repo Trade
  WSJ

General

• Dollar Drops on Trump Comments as May Boosts Pound: Markets Wrap
  Bloomberg
• Chinese Stocks Decline in Longest Losing Streak for Three Years
  Bloomberg
• Asian Stocks Drop on Concerns Over ‘Hard’ Brexit, U.S. Policies
  Bloomberg
• Britain will leave EU single market, May says
  Reuters
• Brexit at-a-glance: What we learned from Theresa May
  BBC
• Trump adviser warns of risks from strong dollar
  Reuters
• May Ready to Announce Britain Will Leave EU Single Market
  Bloomberg
• China Said to Intervene in Stock Market as Xi Attends Davos
  Bloomberg
• Be Skeptical of the Fed's Rate Signals
  Bloomberg
• Central Banks Drop Their Bazookas
  WSJ
• Donald Trump Warns on House Republican Tax Plan
  WSJ
• Amped Up Politics and the Future of Central Banking
  WSJ
• As Trump Era Arrives, a Sense of Uncertainty Grips the World
  NYT
• Trump flexes muscle against pillars of postwar order
  FT

Monday, January 16, 2017

General

• Brexit Plans Rattle Pound and Stocks as Gold Rises: Markets Wrap
  Bloomberg
• China Shares Head for Longest Losing Streak Since August 2015
  Bloomberg
• Portugal Bonds Falter as ECB Running Out of Eligible Debt to Buy
  Bloomberg
• Emerging Markets Drop on Trade Jitters as Mozambique Bonds Slide
  Bloomberg
• Investors turn wary as Brexit, Trump uncertainty grows
  Reuters
• Yuan Top Forecaster Sees No End to Losses as China Economy Slows
  Bloomberg
• South Korea Prosecutor Seeks Arrest of Samsung’s Jay Y. Lee
  Bloomberg
• Exclusive: China to target around 6.5 percent growth in 2017 - sources
  Reuters
• China should stop intervening in FX market and let yuan float: researcher
  Reuters
• Beijing will 'take off the gloves', if Trump continues on Taiwan- China Daily
  Reuters
• Trump's offer to Putin: an end to sanctions for nuclear arms cut - London Times
  Reuters
• Trump threatens German carmakers with 35 percent U.S. import tariff
  Reuters
• European leaders shocked as Trump slams NATO and E.U., raising fears of transatlantic split
  Washington Post
• Beijing Spins a Web of Chinese Infrastructure
  WSJ
• US companies rush to reprice debt as higher rates loom
  Financial Times
• Trump’s blast at Germany, EU and Nato raises hackles in Berlin
  FT

Evening

• Pound Slides at Much as 1.6% as May Reported to Seek Hard Brexit
  Bloomberg
• Pound Drops on EU Concern, Australian Shares Gain: Markets Wrap
  Bloomberg
• Trump says Brexit to be 'a great thing', wants quick trade deal with UK
  Reuters
• Britain's May to call for national unity in major Brexit speech
  CNBC
• World's eight richest as wealthy as half humanity, Oxfam tells Davos
  Reuters
• Trump will soon be begging the Fed for QE4: Marc Faber
  CNBC
• Trump Slams NATO, Floats Russia Nuke Deal in European Interview
  Bloomberg
• Donald Trump takes swipe at EU as ‘vehicle for Germany’
  FT

Sunday, January 15, 2017

General

• May to Seek Hard Brexit by Leaving EU Market, Times Reports
  Bloomberg
• Trump says U.S. automakers should make products in the country
  Reuters
• U.S. Shale's Great Reawakening
  Bloomberg
• Davos elites struggle for answers as Trump era dawns
  Reuters
• China, Europe drive shift to electric cars as U.S. lags
  Reuters

Saturday, January 14, 2017

General

• U.S. banks to stay in fashion as earnings kick off
  Reuters
• Merkel Cites Risks in 2017, Including ‘Protectionist Tendencies’
  Bloomberg
• Trump suggests he may do away with Russia sanctions if Moscow helpful: WSJ
  Reuters
• China: No negotiation on 'One China' policy despite Trump remarks
  CNN
• At Davos; China Seeks The Limelight As Trump Takes Charg
  Forbes
• Merkel urges United States to stick to international cooperation
  Reuters
• Trump team struggles for cohesion on tougher China policy
  Reuters
• Trump Open to Shift on Russia Sanctions, ‘One China’ Policy
  WSJ

Friday, January 13, 2017

General

• U.S. Stocks Rise, Treasuries Fall on Economic Data: Markets Wrap
  Bloomberg
• Asian shares slip, dollar on track for losing week
  Reuters
• Wholesale Prices in U.S. Rise for Third Time in Four Months
  Bloomberg
• U.S. Retail Sales Picked Up in December on Motor Vehicle Demand
  Bloomberg
• Millennials are falling behind their boomer parents
  CNBC
• PBOC Said to Boost Yuan Curbs as Banks Told to Balance Flow
  Bloomberg
• China’s Exports Remain Tepid as Trump Trade Challenge Looms
  Bloomberg
• Germany calls on ECB to wind down economic stimulus
  AFP
• Schaeuble Sees New Greek Bailout Risk as German Polls Loom
  Bloomberg
• What’s Causing Those Capital Outflows From China: QuickTake Q&A
  Bloomberg
• China Commodities Juggernaut Rolls Into 2017 as Records Tumble
  Bloomberg
• Chinese tabloid says U.S. needs to 'wage war' to block off South China Sea islands
  Reuters
• China, Russia agree on more 'countermeasures' against U.S. anti-missile system: Xinhua
  Reuters
• Trump’s Pick on Trade Could Put China in a Difficult Spot
  NYT
• Federal Reserve Shows Greater Unity on Path for Interest Rates
  WSJ
• U.S. Budget Deficit Widening Again Amid Talk of Possible Tax Cuts
  WSJ
• Japan leads surge in equity inflows at start of the year
  FT

Thursday, January 12, 2017

Evening

• U.S. Stocks Slip With Dollar as Commodities Rally: Markets Wrap
  Bloomberg
• Inside the Fed's Head: The 2011 Transcripts
  Bloomberg
• Yellen had 'super risky' proposal for Fed's 2011 low-rate vow: transcripts
  Reuters
• Stocks Are No Longer the Most Actively Traded Securities in Stock Markets
  Bloomberg
• Extreme Bets on Higher Yields Inflict a New Kind of Pain Trade
  Bloomberg
• Collapsing Asset Correlations Have Active Managers Celebrating Trump Disruption
  Bloomberg
• U.S. government posts $28 billion deficit in December
  Reuters
• Trump's Pentagon choice says U.S. needs to be ready to confront Russia
  Reuters

General

• U.S. Stocks Drop as Bond Rally Sinks Bank Shares: Markets Wrap
  Bloomberg
• Gold Surges Above $1,200 as Details-Shy Trump Weighing on Dollar
  Bloomberg
• Turkish Lira, Bonds Rally as Central Bank Tightens Liquidity
  Bloomberg
• Oil Extends Biggest Gain in 6 Weeks as Saudis Make Deeper Cuts
  Bloomberg
• China Credit Growth Exceeds Estimates as Lending Remains Robust
  Bloomberg
• A Free-Floating Yuan Is Looking a Bit More Likely
  Bloomberg
• China Bond-Market Holes Spur S&P Call for Tighter Regulation
  Bloomberg
• Fed's Harker: 'Considerable strength' in the economy, 3 rate hikes appropriate
  CNBC
• It’s the Drug Industry’s Turn to Tremble Before Trump
  Bloomberg
• U.S. property foreclosures at 10-year low in 2016
  Reuters
• ECB Stimulus Disagreements Signal Vigorous Debates Ahead
  Bloomberg
• Germany's Schaeuble says interest rates are too low - magazine
  Reuters
• Trump's tax cuts may pressure U.S.'s top credit rating: Fitch
  Reuters
• Mexico lays out cards for high stakes talks with Trump
  Reuters
• German GDP Grows at Fastest Rate in Five Years
  WSJ
• Trump-inspired rally hits a wall after first press conference
  FT
• Erdogan calls on central bank to ‘thwart’ FX traders, stoking lira rally
  FT
• China Pushes Back After Tillerson Warns on South China Sea
  Bloomberg