Daily News Links

8813 posts

Wednesday, December 28, 2016

Afternoon

• U.S. Stocks Drop as Dollar Rises; Crude Tops $54: Markets Wrap
  Bloomberg
• Pending home sales drop to 10-month low in November
  Reuters
• El-Erian warning: 'Big negative shock' can spur liquidity crisis
  CNBC
• Top international news events in 2016 reflect a world shaken by populism
  Japan News
• A Brazilian bribery machine
  FT

General

• Crude Rally Lifts Commodity Currencies; Bonds Rise: Markets Wrap
  Bloomberg
• Asian Stocks Advance While Crude and Yen Retreat: Markets Wrap
  Bloomberg
• China Banking Official Urges Cut to Required Reserve Ratio
  Bloomberg
• No Happy New Year in China as Currency, Liquidity Fears Loom
  Bloomberg
• Germany says Italy must stick to European rules on Monte Paschi
  Reuters
• Record Run for Company-Bond Sales Seen Screeching to a 2017 Halt
  Bloomberg
• Britons Hoard Cash as Economic Uncertainties Prompt Caution
  Bloomberg
• Writedown fears send Toshiba shares down 20%, hit daily limit
  Reuters
• The Bond Bear That's Staying in the Cold
  Bloomberg
• Hedge fund managers are raging bulls on the rally
  CNBC
• As Populists Won 2016 Ballots, World’s Richest Made $237 Billion
  Bloomberg
• Manhattan Luxury Co-Ops Fall Out of Favor
  Bloomberg
• As Home Prices Rise, Flippers Make a Comeback
  WSJ
• The Year in Markets: 2016 in Nine Charts
  WSJ
• U.S., China may fall into "cycle of retaliation" next year on trade: Economist
  CNBC
• Quoting Mao, China says Taiwan, HK independence supporters will fail 'like flies'
  Reuters

Tuesday, December 27, 2016

Evening

• Wall St. edges up in low volume, boosted by tech shares
  Reuters
• Corporates lead surge to record $6.6tn debt issuance
  FT

General

• U.S. Stocks Rise to High as Oil Gains, Bonds Fall: Markets Wrap
  Bloomberg
• U.S. Consumer Confidence Jumps to Highest Level Since 2001
  Bloomberg
• Americans’ Market Sentiment Jumps Most Since Dot-com Boom: Chart
  Bloomberg
• Home Prices in 20 U.S. Cities Increased 5.1% in October
  Bloomberg
• Yuan Turnover Soars in Sign of December Outflow Pressures
  Bloomberg
• ECB tells Monte dei Paschi it needs to raise $9.2 billion
  Reuters
• Italy set to pump around 6.5 billion euros into Monte Paschi rescue: sources
  Reuters
• Odd Lots: These Were the Most Interesting Stories of 2016
  Bloomberg
• Brazil’s Government Deficit Widens to 9.28% of GDP in November
  Dow Jones
• Trump’s Financial Deregulation Might Be Bad News for Banks After All
  WSJ
• Surging Buybacks Say Stock Boom Isn’t Over
  WSJ
• Dollar’s Rise Threatens Manufacturing Recovery
  WSJ
• Russia calls U.S. move to better arm Syrian rebels a 'hostile act'
  Reuters
• Taiwan warns of increasing threat as Chinese warships conduct drill
  Reuters
• Xi’s Power Play Foreshadows Historic Transformation of How China Is Ruled
  WSJ

Monday, December 26, 2016

General

• Global Shares Mixed With Yen Gaining in Thin Trade: Markets Wrap
  Bloomberg
• Asian Stocks Drop to 1-Month Low; Japan Down in Thin Trading
  Bloomberg
• China Bank Says Bond Guarantee Forged as Market Mood Worsens
  Bloomberg
• China needs to regulate 'money gates' but guard against financial stress: state media
  Reuters
• ECB's Weidmann says Monte dei Paschi bailout must be carefully weighed: Bild
  Reuters
• How JPMorgan could not save Italy's problem bank
  Reuters
• Kuroda defends BOJ's yield curve control, upbeat on global outlook
  Reuters
• Odd Lots: These Were the Most Interesting Stories of 2016
  Bloomberg
• Suddenly hot smart home devices are ripe for hacking, experts warn
  CNBC
• Chinese carrier enters South China Sea amid renewed tension
  Reuters

Saturday, December 24, 2016

General

• Stocks could suffer as Trump trade policy takes shape
  Reuters
• Bundesbank brings home gold faster than planned: Weidmann
  Reuters
• Where Does the Mortgage Settlement Money Go?
  NYT
• Sovereign-Wealth Funds Threatened by Government Spending
  WSJ
• Italy Eyes Exemption to Spare Monte Paschi Bond Holders
  WSJ

Friday, December 23, 2016

Afternoon

• Treasuries Rise With U.S. Stocks Before Holiday: Markets Wrap
  Bloomberg
• China’s Securities Regulator Signals Greater Oversight of Asset Managers, Brokerages
  WSJ
• Trump challenges the world order
  Politico
• Monte dei Paschi bailout comes under fire in Berlin
  FT

General

• Banks lift global stocks, dollar holds near 14-year peak
  Reuters
• Asia stocks pressured by Wall Street, dollar holds below 14-year peak
  Reuters
• Sales of New U.S. Homes Rise to Second-Fastest Pace Since 2008
  Bloomberg
• Monte Paschi’s Fatal Sin Brings Nationalization for Oldest Bank
  Bloomberg
• Monte Paschi Rescue Pushes EU Bank-Failure Rules to the Brink
  Bloomberg
• Italian cabinet gives green light to Monte dei Paschi di Siena bailout
  UK Guardian
• Trade concerns bubbling up, as Wall Street winds down for holidays
  CNBC
• The most important thing from Carl Icahn's 40-minute CNBC interview
  CNBC
• President Xi Open to Growth in China Falling Below 6.5%
  Bloomberg
• China's Stalling Bond Engine Creates a Policy Dilemma
  Bloomberg
• Canada’s Economy Shrinks on Worst Factory Output Since 2013
  Bloomberg
• Deutsche Bank, Credit Suisse Settle U.S. Subprime Probes
  Bloomberg
• How Deutsche's big bet on Wall Street turned toxic
  Reuters
• 2016 Year in Review
  Dave Collum
• Chinese media alarmed at Trump trade adviser, warn of U.S. showdown
  Reuters
• Deutsche Bank to Settle Mortgage Inquiry for $7.2 Billion
  NYT
• Hedge Fund Math: Heads We Win, Tails You Lose
  NYT, Stewart
• Italy Sets Up Fund to Help Troubled Banks
  WSJ
• Beijing fires trade warning after Trump appoints China hawk
  FT

Thursday, December 22, 2016

General

• Dollar Resumes Trump-Fed Rally, Bonds Fall on Data: Markets Wrap
  Bloomberg
• Asian shares slip in holiday-thinned trade, focus turns to U.S. data
  Reuters
• U.S. Economic Growth Revised Up to 3.5% Pace in Third Quarter
  Bloomberg
• U.S. Mortgage Rates Jump to More Than 2-Year High After Fed Hike
  Bloomberg
• The VIX Is at a Two-Year Low, But Volatility Trading Is Surging
  Bloomberg
• Xi Again Pledges to Curb Speculation in China Property Market
  Bloomberg
• China's Xi calls for wide-ranging measures to regulate hot property market
  Reuters
• BMPS fails to pull off last-ditch rescue plan; state bailout on the way?
  CNBC
• Mexican Inflation Gathers Speed in December
  Dow Jones
• Donald Trump’s New Appointments Shake Up Trade, Regulation
  WSJ

Wednesday, December 21, 2016

Evening

• U.S. Stocks Decline as Oil Slips With Dollar: Markets Wrap
  Bloomberg
• Trump picks China hawk Peter Navarro for new trade post
  CNBC
• Trump to name Icahn as special adviser on regulatory overhaul, will help to select SEC head
  CNBC
• Exclusive: Investors shun Italian bank Monte Paschi's share offer - sources
  Reuters
• Bad loans, bad growth, bad politics: Things are tough for European banks
  CNBC
• Investors Worry as Financial Picture of Italy’s Oldest Bank Deteriorates
  NYT

General

• Dow Flirts With 20,000 as Oil Gains, Dollar Slips: Markets Wrap
  Bloomberg
• Paschi Falls to Record as Investors Balk, Liquidity Dries Up
  Bloomberg
• Asian Equities Gain as Dow Hits Record, Oil Climbs: Markets Wrap
  Bloomberg
• U.S. existing home sales rise to near 10-year high
  Reuters
• Italy lawmakers approve 20 billion euro plan to prop up banks
  Reuters
• Spanish banks face $4.2 billion hit from European court's loan ruling
  Reuters
• Yuan Bears Strike as Capital Outflows Override PBOC Support
  Bloomberg
• Fed Blurs Intentions as Dots Drift Away From Economic Forecasts
  Bloomberg
• U.S. mortgage activity edges up even as rates head higher
  Reuters
• Italy Bank Rescue Won’t Fill $54 Billion Hole on Their Books
  Bloomberg
• Modi losing friends as anger grows over Indian cash crackdown
  Reuters
• Monte dei Paschi di Siena poised for state bailout
  FT
• China’s Bond Warning
  WSJ
• Percentage of Young Americans Living With Parents Rises to 75-Year High
  WSJ
• Kremlin says almost all communication channels with U.S. are frozen: RIA
  Reuters

Evening

• U.S. Stocks, Dollar Rise in Sign of Resilience: Markets Wrap
  Bloomberg
• IMF Doubles Down on Lagarde as Trump Aims to Upend World Order
  Bloomberg
• CEOs, who are supposed to love Trump, are dumping stock during the postelection rally
  CNBC