Daily News Links

8812 posts

Wednesday, January 11, 2017

Evening

• Asia Stocks Tip Mixed Open, Dollar Drops on Trump: Markets Wrap
  Bloomberg
• U.S. Stocks Rise With Crude as Dollar Rally Fades: Markets Wrap
  Bloomberg
• Drug Stocks Plunge as Trump Threatens to Force Price Bidding
  Bloomberg
• Mexico's peso hits record low on Trump talk of wall, auto tax
  Reuters
• Brazil Slashes Key Rate in Bid to Revive Flatlining Economy
  Bloomberg
• China’s Great Ball of Money Has More Bubbles in Sight for 2017
  Bloomberg
• Long-Short Hedge Funds Are Ditching the Shorts to Focus on Longs
  Bloomberg
• The Three Worst Currencies of 2017 Show That Politics, Not Economics, Are Driving Markets
  Bloomberg
• ‘Fang’ stocks add $83bn to their market value over 7 days
  FT
• Trump nominee says China should be denied access to South China sea islands
  Reuters

General

• Stocks, Bonds Mixed Before Trump; Lira, Pound Drop: Markets Wrap
  Bloomberg
• Turkish lira tumbles further as central bank fails to shore up confidence
  Bloomberg
• Emerging-Market Currencies Slide Amid Caution Ahead of Trump
  Bloomberg
• Asia shares recover losses, markets await Trump news conference
  Reuters
• Fed on Edge as Trump Growth Bump Boosts Risks of Rate-Hike Error
  Bloomberg
• Suddenly, Home Sale Agreements Are Falling Apart Across the U.S.
  Bloomberg
• VC Firms Raise Most Since Dot-Com Era But Are Slow to Deploy It
  Bloomberg
• How the GOP plans to repeal Obamacare
  Politico
• China's S$5.5 trillion wealth products reel as bond binge unwinds
  Bloomberg
• Exclusive - Banks forced to cover tracks of China's forex regulator
  Reuters
• In China, Insurers Sell Risky Products to Fund Risky Investments, Freaking Out Regulators
  WSJ
• From Brexit to Trump, Polarization Heightens Risk, WEF Says
  Bloomberg
• Investors Bolt Mexico as Peso Enters Free Fall
  WSJ
• Turkish lira rout intensifies on current account woes
  FT
• Taiwan scrambles jets, navy as China aircraft carrier enters Taiwan Strait
  Reuters
• Chinese bomber flies around contested Spratlys in show of force: U.S. official
  Reuters

Evening

• Asian Shares Climb Amid Metals Bounce as Won Slips: Markets Wrap
  Bloomberg
• U.S. Equities Swing With Dollar as Bonds Pull Back: Markets Wrap
  Bloomberg
• Fed Hawk Lacker to Retire Oct. 1, Successor Search Under Way
  Bloomberg
• There's something wild going on in the corporate bond market
  CNBC
• Why the Lira’s in Trouble: 2017’s Worst Performer in Charts
  Bloomberg
• Gundlach Says Treasuries Above 3% Would End Bond Bull Market
  Bloomberg
• U.S. Small-Business Optimism Index Surges by Most Since 1980
  Bloomberg
• America’s Fastest-Growing Loan Category Has Eerie Echoes of Subprime Crisis
  WSJ
• Peso sinks to fresh low as Mexico woes mount
  FT

Tuesday, January 10, 2017

General

• Commodities Gain as Dollar, U.S. Stocks Fluctuate: Markets Wrap
  Bloomberg
• Pound’s Decline Deepens as Currency Reclaims Dubious Honor
  Bloomberg
• China Factory Prices Rising Fastest in 5 Years Adds to Reflation
  Bloomberg
• Credit card, auto loan delinquencies rise
  CNBC
• Chinese Banks' Liquidity Squeeze: Worse Than You Think
  Bloomberg
• China vows to contain corporate debt levels as inflation heats up
  Reuters
• Credit Hedge Fund Shorting China Junk Bonds as Risks Mount
  Bloomberg
• Taiwan courts Central America after U.S. visit angers China
  Reuters
• Sovereign credit ratings likely to deteriorate in 2017 – S&P
  FT

Monday, January 9, 2017

Evening

• Asian Shares Track U.S. Retreat While Bonds Climb: Markets Wrap
  Bloomberg
• Treasuries Climb With Gold While U.S. Stocks Drop: Markets Wrap
  Bloomberg
• Oil down four percent on concerns over rising Iraqi exports, U.S. output
  Reuters
• Investment-Grade Bonds Blast Into 2017 Despite Long-Term Fears
  Bloomberg
• With recovery 'largely done,' Lockhart says Fed should step aside
  Reuters
• Markets looking for more clues on Trumponomics
  CNBC
• China’s latest moves to manage the yuan add fuel to Trump’s threats
  CNBC
• Morgan Stanley Says Investors Are Thinking About U.S. Corporate Credit All Wrong
  Bloomberg
• Hundreds of Colleges Saddling Students With Unaffordable Debt, Feds Say
  Bloomberg

General

• U.S. Stocks Retreat, Treasuries Advance With Gold: Markets Wrap
  Bloomberg
• Offshore Yuan Falls for Second Day as Bears Reload After Squeeze
  Bloomberg
• Turkish Lira Extends Losses as Rate Speculation Mounts: Chart
  Bloomberg
• Asian stocks bounce on U.S. cues though dlr gains may clip wings
  Reuters
• Chinese yuan’s muscle flexing didn’t last long
  CNBC
• Fed's Rosengren calls for gradual, but faster, interest-rate hikes
  Reuters
• Why the China Manipulator Label Looks Increasingly Appealing to Trump
  Bloomberg
• Mexico annual inflation picks up to 2-year high in December
  Reuters
• Germany's left parties set conditions for tie-up to threaten Merkel
  Reuters
• Cross-Asset Stress Eases to Lowest Since 2015 China Scare: Chart
  Bloomberg
• Xi’s Graft Busters Pledge Loyalty as Reshuffle Year Kicks Off
  Bloomberg
• Chinese state tabloid warns Trump, end one China policy and China will take revenge
  Reuters
• Turkey: the crisis candidate
  FT

Sunday, January 8, 2017

Evening

• Asia Stocks Set to Follow U.S. Gains, Pound Slips: Markets Wrap
  Bloomberg
• Potential Fed Chairs Suggest They Would Pursue Tighter Policy
  Bloomberg
• China Reserves Slumped $320 Billion Last Year as Yuan Tumbled
  Bloomberg
• China Is Planning a New, Relaxed Approach to Growth
  Bloomberg
• North Korea's missile testing 'serious threat' to U.S.: defense secretary
  Reuters
• With Speech, Theresa May Prepares to Walk ‘Brexit’ Tightrope
  NYT
• China battles to control growing online nationalism
  FT

General

• Dubai Stocks Lead Middle East Gains as Traders Seek Dividends
  Bloomberg
• 2016 was a terrible year for stock picking, and 2017 may not get much better
  CNBC
• Germany's Gabriel says EU break-up no longer unthinkable
  Reuters
• May Denies ‘Muddled’ Thinking, Pledges Brexit Details in Weeks
  Bloomberg
• Shanghai suspends sales of commercial office projects
  Reuters
• Millions in China Learn to Live With Smog 'Airpocalypse'
  NBC
• Investors Betting Strongest Junk-Bond Rally in Years Has Legs
  WSJ
• China capital controls help slow cash outflows
  FT
• Banks rush to bond market ahead of rates rise
  FT

Saturday, January 7, 2017

General

• Fed’s Powell Urges Congress to Take Another Look at Volcker Rule
  Bloomberg
• China Dec forex reserves fall less than expected to $3.011 trillion
  Reuters
• Older Americans Are Retiring in Droves
  Bloomberg
• Gabriel Takes Aim at Merkel, Targets SPD-Led Government Majority
  Bloomberg
• Turkey Fires 8,000 Civil Servants for Alleged Terror Links
  Bloomberg
• We Are Not the World
  WSJ

Evening

• U.S. Stocks Set Record, Dollar Gains on Jobs Data: Markets Wrap
  Bloomberg
• Americans See Enduring Wage Gains as Labor Market Tightens
  Bloomberg
• Fed Officials Say More Rate Rises Coming
  WSJ
• China warns US of retaliation if Trump imposes tariffs
  FT
• Bearish bets against US Treasuries climb to new record
  FT

Friday, January 6, 2017

General

• Dollar rises, boosted by strong wages in U.S. jobs report
  Reuters
• Asian shares rise as U.S. interest rates ease, China steps up yuan defense
  Reuters
• Yuan Pares Record Rally as Goldman Says Now’s the Time to Sell
  Bloomberg
• U.S. Payrolls Rise 156,000 as Wages Increase Most Since 2009
  Bloomberg
• U.S. Trade Deficit Widened in November to a Nine-Month High
  Bloomberg
• Euro-Area Economic Confidence Jumps to Highest Since 2011
  Bloomberg
• Le Pen plan raises franc questions over France's euro debt pile
  Reuters
• Mexico central bank sells $1 billion to prop peso after Trump slump: traders
  Reuters
• Lampert’s Rescue of Sears Puts Him on the Hook for $1.2 Billion
  Bloomberg
• China Doubles Down on Defending Its Currency
  WSJ
• Active managers tripped up as just 19% beat benchmark
  FT
• As an angry China watches, Taiwan president takes a risky trip to the Americas
  LA Times

Thursday, January 5, 2017

Evening

• Bank stocks bring down S&P, Dow; techs prop up Nasdaq
  Reuters
• Mexico central bank sells $1 billion to prop peso after Trump slump: traders
  Reuters
• Trump's Trade Team Suggests His Hardnosed Campaign Talk Was No Bluff
  Bloomberg
• China Ready to Step Up Scrutiny of U.S. Firms If Trump Starts Feud: Sources
  Bloomberg
• Dismal holiday sales at Macy's, Kohl's spell gloom for sector
  Reuters
• U.S. Consumer Comfort Gauge in 2016 Was Strongest in Nine Years
  Bloomberg
• Draghi’s German Problem Flares Up as Inflation Surge Stirs Anger
  Bloomberg
• Mall Companies Fall After Sears Announces Plans to Close Stores
  Bloomberg
• China, Seeking to Stop Weakening of Currency, Issues Restrictions
  NYT

General

• Dollar Rally Stymied by China, Fed as Gold Climbs: Markets Wrap
  Bloomberg
• Asian stocks rise for eighth day on strong PMIs, Wall Street gains
  Reuters
• China’s Epic Short Squeeze Is Back as Yuan Rally Crushes Bears
  Bloomberg
• China’s offshore yuan surges most against dollar in a year
  CNBC
• Portugal 10-Year Yield Climbs Above 4% as Selloff Deepens: Chart
  Bloomberg
• Bears Scramble for Yuan as China Chokes Flows, Supports Currency
  Bloomberg
• China's choices narrowing as it burns through FX reserves to support yuan
  Reuters
• China services sector activity rises to 17-month high in December: Caixin PMI
  Reuters
• Japan December services PMI rises to 11-month high
  Reuters
• UK, China, South Africa downgrade calls loom for Moody's
  Reuters
• Prices Are Rising Across the Globe. That's a Good Thing, Right?
  Bloomberg
• German economists press ECB to raise interest rates
  Reuters
• Chinese Media Say ‘Big Sticks’ Await Trump If He Seeks Trade War
  Bloomberg
• Republican Lawmakers Revive ‘Audit the Fed’ Legislation
  WSJ
• It was another great year for investors who avoid hedge funds
  FT