Daily News Links

8595 posts

Sunday, September 11, 2016

General

• Low-Volatility Funds Got Volatile as U.S. Stock Market Sold Off
  Bloomberg
• China, Russia naval drill in South China Sea to begin Monday
  Reuters

Evening

• Japan's Central Bank May Be Giving Up on Surprising Markets
  Bloomberg
• Tsipras Repeats Call for Greek Debt Relief, Seeks Bonds in QE
  Bloomberg
• Bridgewater Attracts $22.5 Billion, Financial Times Says
  Bloomberg
• Catalans rally in support of independence from Spain
  Reuters

Evening

• Asian Stock Futures Tip More Pain as Policy Angst Ignites Swings
  Bloomberg
• Oil Extends Decline Second Day as U.S. Drillers Add Crude Rigs
  Bloomberg
• Japan's Central Bank May Be Giving Up on Surprising Markets
  Bloomberg
• Oil Bears Dominate Market as Skepticism Grows Over Output Limits
  Bloomberg
• Tsipras Repeats Call for Greek Debt Relief, Seeks Bonds in QE
  Bloomberg
• Bridgewater Attracts $22.5 Billion, Financial Times Says
  Bloomberg
• All Eyes on Last Fed Speech Before a Week of Silence
  WFC
• Federal Reserve risks markets shock with September move
  FT
• Markets Spotlight: why central bank power is waning
  FT
• Catalans rally in support of independence from Spain
  Reuters

Saturday, September 10, 2016

General

• Brazil prosecutors plan to launch probe into BNDES: media
  Reuters
• Bank rally on shaky legs as traders assess rate hike odds
  Reuters
• Schaeuble Says Global Bank Capital Rules Mustn’t Punish Europe
  Bloomberg
• Is The Merkel Era Coming To an End?
  Der Spiegel
• U.S Government Bond Selloff Picks Up Momentum Amid Rate-Rise Speculation
  WSJ

Friday, September 9, 2016

General

• Bonds, Stocks Tumble With Emerging Markets as Complacency Broken
  Bloomberg
• German jitters weigh on stocks, ECB doubts lift yields
  Reuters
• German Bonds in Biggest Slide Since March as ECB QE Reappraised
  Bloomberg
• Asian Stocks Decline as Korean Shares Fall, Investors Weigh ECB
  Bloomberg
• Increasingly risky to delay U.S. rate hike, Fed's Rosengren says
  Reuters
• German exports add to growth concerns with "crash landing"
  Reuters
• Draghi Asset Buying Deepens the Hole in Europe’s Pension Funds
  Bloomberg
• Alarms Sound on Headlong Rush Into Fringes of Emerging Junk
  Bloomberg
• Deutsche Bank: Bond Investors Are About to Get Crushed as a New Global Cycle Kicks Off
  Bloomberg
• BOJ studying options to steepen bond yield curve-sources
  Reuters
• Hard Truths About Easy Money
  WSJ, Phelps
• Loan Stress: Missed Home-Equity Payments Spell Trouble for Mortgages, Credit Cards
  WSJ
• It’s past midnight for the US share buyback bonanza
  FT
• North Korea suspected to have conducted fifth and largest nuclear test
  Reuters

Evening

• Stocks, Bonds Spiral Lower Together in Replay of Past Hawk Raids
  Bloomberg
• These Charts Show the Bond Market Selloff That's Roiling Markets Around the World
  Bloomberg
• Treasuries Plunge by Most in a Year After ECB Sparks Global Rout
  Bloomberg
• Defense Trade Unravels as Bond Yields Jump Most in Month: Chart
  Bloomberg
• Low-Volatility ETFs Are Anything But Amid S&P 500 Tumble: Chart
  Bloomberg
• Oil Tumbles Most in Month as U.S. Supply Plunge Seen as One-Off
  Bloomberg
• Ibovespa Leads Global Declines as Steelmakers Tumble With Banks
  Bloomberg
• Leverage Soars to New Heights as Corporate Bond Deluge Rolls On
  Bloomberg
• Azeri Central Bank Raises Main Rate to 15% in Emergency Increase
  Bloomberg
• Fed’s Tarullo Signals Patience on Rates for More Inflation Cues
  Bloomberg
• U.S Government Bond Selloff Picks Up Momentum Amid Rate Rise Speculation
  WSJ

Thursday, September 8, 2016

General

• Stocks, Bonds Fall as Draghi Downplays QE Extension; Euro Climbs
  Bloomberg
• European Central Bank Leaves All Three Rates Unchanged
  Bloomberg
• Draghi Orders ECB to Review Stimulus Delivery Amid Bond Scarcity
  Bloomberg
• Asian Stocks Retreat With Korean Won as Crude Climbs Above $46
  Bloomberg
• Emerging Assets Decline as Fed Rally Fades Before ECB Meeting
  Bloomberg
• U.S. Corporate-Bond Sales Pass $1 Trillion in Record Pace
  Bloomberg
• Bank of America: Here's One Way the ECB's Bond Buying Could Come to an End
  Bloomberg
• Yuan Intervention Signs Intensify as Offshore Loan Rates Surge
  Bloomberg
• China Exports Cushioned by Weaker Yuan; Imports Stage a Comeback
  Bloomberg
• China’s Big Debt Worries George Soros. Should It Worry You?
  NYT
• China Auto Sales Rise 24.5% on Rush to Beat Expiring Tax Cut
  Bloomberg
• No Man’s Land for Greek Bonds as Tsipras Vacillates on Reforms
  Bloomberg

Afternoon

• Bonds, Stocks Fall as ECB Downplays Extra Stimulus; Oil Surges
  Bloomberg
• Draghi Dialing Down the Drama May Mark Wane of Monetary Activism
  Bloomberg
• Calls for China Property Bond Curbs Revive on Overheating Worry
  Bloomberg
• Chinese Billionaire Linked to Giant Aluminum Stockpile in Mexican Desert
  WSJ

Wednesday, September 7, 2016

General

• U.S. Stocks Fall From Near High as Dollar Gains; Oil Fluctuates
  Bloomberg
• Yen strengthens as downbeat U.S. indicators quash rate hike bets
  Reuters
• Asia stocks hit one-year high as soft U.S. data quells Fed hike talk
  Reuters
• Gold Extends Biggest Jump Since Brexit on Lowered Fed Rate Bets
  Bloomberg
• China Reserves at Lowest Since 2011 as PBOC Supports Yuan
  Bloomberg
• Four Fresh Worries About China's Shadow Banking System
  Bloomberg
• There's a Big, Bank-led Change Sweeping Asian Debt Markets
  Bloomberg
• ECB might deliver more QE but Fitch's top economist says 'don't bother'
  CNBC
• Fading College Dream Saps U.S. Economy of Productivity Miracle
  Bloomberg
• Manhattan's Luxury Real Estate Slowdown Is Spreading to Other Price Tiers
  Bloomberg
• Large, For-Profit ITT Tech Is Shutting Down All Of Its Campuses
  NPR
• Three-way split among BOJ board members over policy outlook: Sankei
  Reuters
• Now Companies Are Getting Paid to Borrow
  WSJ
• Quantitative easing extension risks reopening ECB rifts
  FT
• Regulating those Chinese Weapons of Mass Ponzi
  FT
• Prosecutors Say Alleged Turkey Coup Group Dominates Central Bank
  Bloomberg
• Iran vessel 'harasses,' sails close to U.S. Navy ship in Gulf: U.S. officials
  Reuters

Evening

• U.S. Stocks Hold Near Record High as Dollar Rebounds; Oil Climbs
  Bloomberg
• Businesses Growing More Anxious as Elections Get Closer, Fed Survey Shows
  Bloomberg
• No August Doldrums in Emerging Markets as Bond Sales Jump: Chart
  Bloomberg
• Italy's Target 2 liabilities hit new record at 327 bln euros
  Reuters
• Family Offices Back Away From Hedge Funds After Returns Decline
  Bloomberg

Tuesday, September 6, 2016

General

• Emerging Markets Gain With Rand, Aussie in Hunt for High Yields
  Bloomberg
• Asian Stocks Rise as U.S. Jobs Pare September Rate-Hike Outlook
  Bloomberg
• G20 promises to coordinate on economy, but little in way of concrete steps
  Reuters
• Busiest Year for High-Grade Corporate Bonds Back With a Bang
  Bloomberg
• It's Been Another Terrible Year for Anyone Looking to Beat the Market
  Bloomberg
• Puerto Rico debt fix unlikely to resemble Detroit's
  Reuters
• ECB Faces Bond-Buying Shuffle With QE Extension on the Cards
  Bloomberg
• No ‘For Sale’ Sign? Silicon Valley Buyers Aren’t Deterred
  NYT
• China's pension funds under pressure with rising payments: Xinhua
  Reuters
• Stuck With Each Other, Xi and Abe Seek to Find Ways to Get Along
  Bloomberg
• Investors See Danger as Global Assets Get Pricey
  WSJ
• Junk Debt Getting Crowded
  WSJ
• Could the ECB Start Buying Stocks?
  WSJ
• Populists’ Advance in Germany Jolts Europe
  WSJ
• Eurozone QE bond buying passes €1tn mark
  FT

Afternoon

• Treasuries Climb, Dollar Slumps as Traders Pare Fed-Hike Wagers
  Bloomberg
• First Factories, Now Services Signal Cracks in U.S. Economy
  Bloomberg

Monday, September 5, 2016

General

• Dollar Weakens as Emerging Markets Gain Amid Crude Oil Roundtrip
  Bloomberg
• Japan’s Long Bonds Add to Worst Rout in Three Years as BOJ Looms
  Bloomberg
• Japanese Stocks Advance to Three-Month High as Yen Weakens
  Bloomberg
• BOJ Kuroda says room for more easing, including new ideas
  Reuters
• China’s Wealth-Management Product Boom Seen Cooling on New Rules
  Bloomberg
• Police Target Brazil’s Four Biggest Pension Funds in Fraud Probe
  Bloomberg
• Xi: Japan should exercise caution in words, deeds on South China Sea - Xinhua
  Reuters
• Bank of Japan’s Kuroda Sees the Other Side of Negative Rates
  WSJ