Daily News Links

8813 posts

Sunday, December 4, 2016

Evening

• Renzi Resigns After Populists Defeat Italy Reforms in Referendum
  Bloomberg
• Renzi Quits as Italy Referendum Defeat Deepens Europe’s Turmoil
  Bloomberg
• Live Now: Renzi Resigns as Italy Votes ‘No’
  Bloomberg
• Euro Slips With Asian Stocks While Bonds Rise as Italy Votes No
  Bloomberg
• Euro Slides to 20-Month Low as Renzi Concedes Referendum Defeat
  Bloomberg
• Wall Street stock futures fall after Italy referendum
  Reuters
• Austrian Nationalist Beaten to Presidency in Blow to Populists
  Bloomberg
• Trump Takes on China in Tweets About Currency, South China Sea
  Bloomberg
• Massive turnout as Italy referendum battle enters final hours
  AFP
• Matteo Renzi's future in the balance amid high turnout in Italy referendum
  UK Guardian
• Taiwan Risks China’s Wrath for Unprecedented Call to Trump
  Bloomberg
• Italy’s ‘No’ Poses Trouble for Eurozone
  WSJ
• US corporate bonds: The weight of debt
  FT

General

• Italy votes in referendum with PM Renzi's future at stake
  Reuters
• Europe’s Populists Target Landmark Victories in Italy, Austria
  Bloomberg
• Italy referendum: PM Renzi's future in the balance
  BBC
• Populist revolt leaves Italy on the brink ahead of refendum
  AFR
• What Italy’s Referendum Means for Monte Paschi: QuickTake Q&A
  Bloomberg
• Trump threatens payback for US companies that move abroad
  AP
• Draghi Seen Ready for One More QE Sprint in ECB Stimulus Finale
  Bloomberg
• Greece needs reforms, not debt relief: Germany's Schaeuble
  Reuters
• Trump's call inspires hope in Taiwan, concern in Beijing
  AP
• Italy and Austria vote in crucial tests for European centre ground
  FT
• ECB treads carefully to avoid taper tantrum
  FT
• Dispensing With Tip-Toeing, Trump Puts Taiwan in Play
  WSJ

Saturday, December 3, 2016

General

• Irrational Exuberance: Alan Greenspan's Call, 20 Years Later
  Dow Jones
• India's Modi defends clampdown on cash economy
  Reuters
• Erdogan Says Turkey Faces ‘Economic Sabotage’ as Lira Plunges
  Bloomberg
• Amid global anti-establishment anger, Italy may be next in line for upheaval
  Washington Post
• China lodges protest after Trump call with Taiwan president
  Reuters
• A far-right Italian leader wants to take a Trump upset to Italy on Sunday
  Washington Post

Friday, December 2, 2016

Evening

• Treasuries Rise With Stocks After U.S. Jobs Report; Dollar Falls
  Bloomberg
• Italy Referendum: What to Watch Into the Night on Sunday
  Bloomberg
• Austrians Fearing Worse Future May Decide Too-Close-to-Call Vote
  Bloomberg
• Trump Calls Taiwan Leader in Move Likely to Offend China
  Bloomberg
• China capital curbs sow doubt over renminbi ambitions
  FT
• Erdogan urges Turks to convert foreign currency to lira
  AFP

General

• Payrolls in U.S. Rise; Jobless Rate Falls to 4.6%
  Bloomberg
• Emerging-Market Stocks Set for Biggest Decline in Three Weeks
  Bloomberg
• Brent Heads for Biggest Weekly Advance Since 2009 on OPEC Pact
  Bloomberg
• Asia shares pare gains; Treasury yields, oil off highs
  Reuters
• Italy's Renzi launches last day of frantic referendum campaign
  Reuters
• Italian Banks Flirt With Disaster Again as Renzi Teeters
  Bloomberg
• ECB likely to announce six-month extension of QE program next week: Reuters poll
  Reuters
• Bank of China sharply limits forex sales to companies in Shanghai: sources
  Reuters
• China's Central Bank Is Facing a Major New Headache
  Bloomberg
• Global Banks Rein in Lending to Turkey as Erdogan Roils Markets
  Bloomberg
• OPEC's Surprise Move Spurred a Gigantic Inflow Into an Oil Stock ETF
  Bloomberg
• Why a strengthening dollar is bad for the world economy
  Economist
• U.S. state budgets to face low energy prices for years to come: Fitch
  Reuters
• 6 million borrowers are 90 days late on their car loans
  CNN
• Italy’s referendum casts shadow over banks’ bad loans
  FT
• With Populist Anger Rising, Italy May Be Next Domino to Fall
  NYT
• China Warns U.S. Against Blocking Aixtron Takeover
  WSJ

Thursday, December 1, 2016

Evening

• Treasuries Drop Before Jobs Data as Oil Gains; Tech Shares Sink
  Bloomberg
• Fed may face unnerving shake-up under Trump administration
  Reuters
• $4.1 billion pulled from U.S.-based taxable mutual bond funds during week: Lipper
  Reuters
• Yields on Treasury-Backed Muni Bonds Soar to Highest Since 2009
  Bloomberg
• Chipmakers Tumble Most Since June on Report Apple Cut Orders
  Bloomberg
• Exclusive: How Putin, Khamenei and Saudi prince got OPEC deal done
  Reuters
• Mexico Loses Central Bank Chief to BIS as Trump Risk Looms
  Bloomberg
• Junk Rating for South Africa Might Be Hours Away and Last Years
  Bloomberg
• The greatest danger for Italy is the looming loss of the ECB shield
  UK Telegraph, Evans-Pritchard
• The Guys From ‘Government Sachs’
  NYT
• Bond Market Slide Intensifies
  WSJ
• Donald Trump Warns of Penalties If U.S. Firms Take Jobs Abroad
  Dow Jones
• Foreign Companies Face New Clampdown for Getting Money out of China
  WSJ

General

• Treasuries Drop Before Jobs Data as Oil Gains; Dollar Declines
  Bloomberg
• Dollar Slips Before Jobs Data as Oil Trades Near $50; Bonds Drop
  Bloomberg
• Oil Trades Near $50 After OPEC Deal as Focus Moves to Execution
  Bloomberg
• Asian Stocks Rise Most in Three Weeks on Oil Deal as Bonds Drop
  Bloomberg
• Global Bonds Suffer Worst Monthly Meltdown as $1.7 Trillion Lost
  Bloomberg
• Why November Was a Massive Month for Markets Around the World
  Bloomberg
• Traders Are Betting that Volatility Is About to Spread
  Bloomberg
• Markets swing violently against Italy without clear idea of outcome
  Reuters
• Bonds Vulnerable Whether the News From Europe Is Good or Bad
  Bloomberg
• China Factory Gauge Matches Post-2012 High as Large Firms Lead
  Bloomberg
• As Auto Lending Rises, So Do Delinquencies
  CNBC/NYT
• Layoffs fall to lowest level of 2016 — and only just above 16-year bottom, Challenger report shows
  CNBC
• BOJ policymaker pledges to maintain huge bond buying
  Reuters
• Italy’s populist party wants to renegotiate euro membership
  CNBC
• Investors favour corporate debt on US stimulus hopes
  FT
• Yen edges out Mexican peso as November’s worst-performing currency
  FT
• November’s record-breaking highlights — in numbers
  FT

Wednesday, November 30, 2016

Evening

• Asian Shares Set for Gains Amid Oil Deal as Bond Selloff Deepens
  Bloomberg
• Oil jumps over 8 percent as OPEC finalizes output cut deal
  Reuters
• Treasuries -Yields rise as oil deal boosts inflation expectations
  Reuters
• Fed Says U.S. Economy Continued to Expand Across Most Regions
  Bloomberg
• OPEC in first joint oil cut with Russia since 2001, Saudis take "big hit"
  Reuters
• U.S. municipal bond yields up sharply
  Reuters
• Korea Household Debt Evokes 1997 Crisis, Says Ex-BOK Member
  Bloomberg
• Trump Treasury pick vows to curtail Wall Street regulations
  Washington Post
• Steven Mnuchin Is More Pragmatist Than Ideologue
  NYT

General

• Oil Rallies on OPEC Optimism, Spurring Gains in Energy Producers
  Bloomberg
• Treasury yields soar on OPEC optimism
  MarketWatch
• OPEC agrees first oil output cuts since 2008: source
  Reuters
• U.S. Consumer Spending Rises at More Moderate Pace, Incomes Jump
  Bloomberg
• Treasuries Having Worst Month Since 2009 on Trump Ripple Effect
  Bloomberg
• Exclusive: Trump's Treasury pick says he wants to slash taxes across the board
  CNBC
• Fannie and Freddie Should Exit Government Grip, Mnuchin Says
  Bloomberg
• Mnuchin Says He’ll Consider Longer Maturities as Treasury Chief
  Bloomberg
• Much more than constitutional reform at stake in Italian ballot
  Reuters
• ECB's Draghi: populism has weakened European integration
  Reuters
• Bank of England sees global financial risks after Trump victory
  Reuters
• Euro-Area Inflation Accelerates Before Key ECB Decision on QE
  Bloomberg
• No Love for Portugal Bonds as Debt-Burden Woes Eclipse Stability
  Bloomberg
• China Adds Curbs on Pulling Money Out of the Country
  Bloomberg
• China's Banks' Surging Cost of Funds
  Bloomberg Video
• GM’s Ready to Lose $9,000 a Pop and Chase the Electric Car Boom
  Bloomberg
• Mnuchin Said to Be Trump’s Treasury Pick as Economic Team Forms
  Bloomberg
• Trump expected to name billionaire Wilbur Ross commerce secretary
  Reuters
• Plaza memories may unnerve Trump-fueled dollar bulls
  Reuters
• India’s Economy Grows Less Than Estimated Before RBI Rate Review
  Bloomberg
• Steven Mnuchin, Expected Treasury Pick, Is an Outsider to Public Policy
  NYT
• Why Italian Stability Is in the Hands of One Bank’s Bondholders
  WSJ
• Auto Loans Get Even Dicier
  WSJ
• U.S. to Forgive at Least $108 Billion in Student Debt in Coming Years
  WSJ
• China capital curbs reflect buyer’s remorse over market reforms
  FT
• Chinese Developers Reassess U.S. Projects
  WSJ

Tuesday, November 29, 2016

Evening

• Asia stocks edge up on U.S. growth data cues; dollar steady
  Reuters
• Oil Slides Amid Uncertainty Over OPEC Deal as U.S. Stocks Climb
  Bloomberg
• Asia Is About to Face a Significant Dollar Stress Test
  Bloomberg
• Italy: The Next Stop on Populism’s Global March
  WSJ
• Home Prices Recover Ground Lost During Bust
  WSJ
• Mario Draghi’s difficult juggling act
  FT

General

• Oil Retreats Below $46 Before OPEC Meeting; Global Stocks Fall
  Bloomberg
• Iran Says It Won’t Cut Oil Production as Talks Remain Deadlocked
  Bloomberg
• Treasury Yields Near Highest Levels Of The Year
  Dow Jones
• Yen Set for Worst Month Since 2009 as Hedge Funds Trim Bull Bets
  Bloomberg
• U.S. Third-Quarter Growth Revised Upward on Consumer Spending
  Bloomberg
• Consumer Confidence in U.S. Increases to a Nine-Year High
  Bloomberg
• Iran, Iraq at loggerheads with Saudis ahead of OPEC meeting
  Reuters
• China Steps Up Mortgage Controls in Some Property Markets
  Bloomberg
• Exclusive: ECB ready to buy more Italian bonds if referendum rocks market - sources
  Reuters
• Renzi’s Office Denies He’ll Quit Even on Italian Referendum Win
  Bloomberg
• US home prices hit new peak, up 5.5% in September: S&P CoreLogic Case-Shiller
  CNBC
• China poised to impose curbs on capital outflows
  FT
• Four ways Renzi’s referendum could change Italy
  FT
• Monte dei Paschi’s Future Hangs on Sunday Vote
  WSJ
• The buying spree behind Beijing’s crackdown
  FT

Evening

• Asia markets open mixed; Nikkei down 0.41%, Kospi and ASX trade flat
  CNBC
• Wall St. slips as banks, discretionary stocks drag
  Reuters
• Japan’s Household Spending, Retail Sales Decline in October
  Bloomberg
• ECB’s Mario Draghi Warns of Risks of Prolonged Low Interest Rates
  WSJ
• China’s New Tool for Social Control: A Credit Rating for Everything
  WSJ

Monday, November 28, 2016

General

• Trump Trades Falter as Stocks Fall; Treasuries Rally With Gold
  Bloomberg
• Italian Lenders Slide on Vote Worries to Drag Down Europe Stocks
  Bloomberg
• Best Emerging-Market Bonds Jolted as India’s RBI Drains Cash
  Bloomberg
• Dollar Extends Retreat as Metals Advance With Asian Equities
  Bloomberg
• Gold rises from multi-month lows as dollar weakens
  Reuters
• Yuan Rises Most in Three Months as PBOC Official Vows Stability
  Bloomberg
• OPEC makes last-ditch bid to save oil deal as tensions grow
  Reuters
• What Will Italy’s Referendum Mean for the Euro?
  Bloomberg
• Monte Paschi Starts Crucial $4.6 Billion Bonds-to-Equity Swap
  Bloomberg
• Fed braces for Trump administration shake-up
  The Hill
• China to Curb Megadeals as Regulators Tame Record Overseas Spree
  Bloomberg
• China May Waste $490 Billion on Unneeded Coal Plants, Study Says
  Bloomberg
• China Turns to ‘The Art of War’ as Trump Signals Battle on Trade
  Bloomberg
• As Trump prepares for office, concerns about China trade intensify
  Washington Post
• Exclusive: Chinese government money backs buyout firm’s deal for U.S. chip maker
  Reuters
• Thousands protest across India against currency policy
  AP
• BOJ Has First Loss in Four Years on Hit From FX and Bonds
  Bloomberg
• Fukushima nuclear decommission, compensation costs to almost double: media
  Reuters
• Italian banks fall fast on referendum jitters
  FT
• Mexico warns US on Nafta renegotiation risks
  FT