Daily News Links

8813 posts

Sunday, November 27, 2016

Evening

• Oil Slump Sinks Asian Stocks Before OPEC as Yen Takes on Dollar
  Bloomberg
• Dollar Pulls Back Amid Yen Gains as Stocks Diverge; Crude Sinks
  Bloomberg
• U.S. shoppers spend less over holiday weekend amid discounting
  Reuters
• Fillon scores huge win in French conservative presidential primaries
  Reuters
• Modi's Rural Supporters May Not Hang On Much Longer
  Bloomberg
• Fears mount of multiple bank failures if Renzi loses referendum
  FT

General

• Gulf Stocks Advance as Investors Await Outcome of OPEC Gathering
  Bloomberg
• OPEC Push for Deal Sends Algeria, Venezuela Ministers to Moscow
  Bloomberg
• High turnout as French conservatives choose candidate to battle far-right for presidency
  Reuters
• Even If OPEC Gets a Deal, It Risks Reviving Battered Oil Rivals
  Bloomberg
• India's rural economy hit hard as informal lending breaks down
  Bloomberg
• China’s Ball of Money Is Rolling Back to Commodities
  Bloomberg
• China Has Quietly Hiked Borrowing Costs Through PBOC Operations
  Bloomberg
• Oil Industry Anticipates Day of Reckoning
  WSJ
• Indian lenders forced to deposit cash deluge at central bank
  FT

Saturday, November 26, 2016

General

• India central bank takes surprise action to soak up liquidity
  Reuters
• Germany Prepares for Trade Conflict with Trump
  Spiegel
• South Korea Protesters Hold Mass Rally Demanding Ouster of Park
  Bloomberg
• Castro's Death a Reminder in China of Changed Communist Axis
  Bloomberg

Evening

• U.S. Stocks Rise to Record as Trump Rally Goes on for Third Week
  Bloomberg
• Dollar weakens as U.S. bond yields slip from recent highs
  Reuters

Friday, November 25, 2016

General

• Dollar Pares Weekly Gain as Gold Rebounds; S&P 500 Futures Rise
  Bloomberg
• Dollar’s 3-Week Rally Versus Yen Is the Biggest Since ’95
  Bloomberg
• Slew of U-Turns Blight Modi’s Cash Ban, Leaving Indians Outraged
  Bloomberg
• Tapes and Ethics Scandal Back in Brazil to Haunt Temer
  Bloomberg
• ECB’s Stournaras Says ‘Far Too Early’ to Discuss QE Tapering
  Bloomberg
• ‘Korea’s Trump’ Rises in Polls as Voter Anger Fuels Populism
  Bloomberg
• Mortgage Lenders Struggle to Adapt to Rapidly Rising Interest Rates
  WSJ
• China Issuing ‘Strict Controls’ on Overseas Investment
  WSJ
• A Housing Frenzy Bedevils Beijing
  WSJ
• U.S. Naval Patrols Threaten Sovereignty, Chinese Think Tank Warns
  Bloomberg
• Erdogan warns Turkey could open gates for migrants if pushed by EU
  Reuters

Thursday, November 24, 2016

General

• Dollar Surge Weighs on Emerging Markets as Copper Extends Rally
  Bloomberg
• Asia’s Accelerating Currency Rout Set to Sideline Central Banks
  Bloomberg
• Rupee Sinks to Record as Foreign Funds Dump Indian Assets on Fed
  Bloomberg
• ECB warns that risks of global market corrections have ‘intensified’
  CNBC
• ECB's Praet warns euro zone's banking systems pulling dangerously apart
  Reuters
• ECB Says It Can Shield Euro Area From Global Finance Instability
  Bloomberg
• German growth halves on weak trade, uncertainty clouds euro zone outlook
  Reuters
• Turkey Central Bank Unexpectedly Raises Rates on Lira Plunge
  Bloomberg
• Korea Household Debt Hits Record as Repayment Burden Set to Rise
  Bloomberg
• Mortgage Rates’ Rise Catches Home Buyers — and Lenders — Off Guard
  NYT
• Latest Fed Discussion Reflects More Confidence in Raising Rates
  NYT
• Hopes flicker of a central bank fix for eurozone funding market
  FT
• Ringgit knocked to weakest level since Asian financial crisis
  FT
• Spiller in Manila: Philippine peso hits 50 per dollar for first time since 2008
  FT
• Renminbi touches 8-year low in EM currency rout
  FT

Wednesday, November 23, 2016

Evening

• Most on Fed Saw Rate Hike Relatively Soon With Less Labor Slack
  Bloomberg
• Inside the Fed’s November Minutes: The Annotated Meeting
  Bloomberg
• Treasuries Plunge Sends Yields to 16-Month High on Economic Data
  Bloomberg
• Signs of Overheating Appear in a Big Chunk of the S&P 500's Membership
  Bloomberg
• Big banks' relationship with Dodd-Frank: it's complicated
  Reuters
• Fannie Mae, Freddie Mac Will Back Even Bigger Mortgages
  Bloomberg
• Peaks, black swans and bonanzas: Market tips, bold calls and eyecatchers for 2017
  Reuters
• Erdogan Unleashes Fury at Markets on Eve of Turkey Rate Decision
  Bloomberg
• U.S. Government Bond Selloff Resumes
  WSJ
• Bond Rout Pummels Muni Funds
  WSJ
• Split Fed in November Signaled Rate Increase Could Come in December
  WSJ
• Mrs Watanabe’s yen trade comes unstuck amid dollar surge
  FT

General

• Dollar Gains as Data Bolster Rate Outlook; Treasuries Decline
  Bloomberg
• Euro zone bond yields rise on report ECB will act to reduce scarcity
  Reuters
• Gold Falls Below $1,200 as Stock Markets Boom, Fed Set to Raise
  Bloomberg
• Sales of New U.S. Homes Declined to Four-Month Low in October
  Bloomberg
• U.S. durable goods orders rebound, shipments rising
  Reuters
• Mutual Funds See Massive Variations In Performance Following Trump's Win
  Bloomberg
• Euro-Area Economic Growth Gathers Pace as Orders and Prices Rise
  Bloomberg
• Cooling growth pulls China's yuan down to third place in global trade finance: SWIFT
  Reuters
• How Apple Lost China to Two Unknown Local Smartphone Makers
  Bloomberg
• Turkey's Erdogan rails against high interest rates on eve of central bank meeting
  Reuters
• Bond Market Is Right to Worry About Italian Vote
  Bloomberg, Gilbert
• Trump bond sell-off deals blow to ECB buying
  FT
• Renminbi’s record weakness flies below the radar
  FT
• Sectors Go Wild: S&P 500 Correlations Crumble
  WSJ
• China Has Warned of Retaliation if U.S. Levies Tariffs, Commerce Secretary Says
  WSJ
• Fed Minutes Will Offer Some Insight Despite Major Shifts
  WSJ
• These maps show how Russia has Europe spooked
  Washington Post

Tuesday, November 22, 2016

Evening

• Asian Shares Set for More Gains With Japan Shut as Bonds Retreat
  Bloomberg
• U.S. Stocks Climb to Record Highs as Dow Tops 19,000; Oil Falls
  Bloomberg
• Trump Looks to Put Stamp on Fed in First Months of Presidency
  Bloomberg
• Why Italy’s Bank Problem Challenges the Rule Book: QuickTake Q&A
  Bloomberg
• Goldman: Hedge Funds Are Poised to Get Beaten for the Eighth Year Straight
  Bloomberg
• Russia rejects U.S. criticism of Kaliningrad missile deployment
  Reuters
• From soldiers to midwives, Turkey dismisses 15,000 more after coup bid
  Reuters
• What Will Trump Trade Policy Actually Look Like? Three Possibilities
  NYT, Irwin
• Virtu calls on US regulator to examine risks of ETFs
  FT

General

• Stocks Rise Around the World as Crude Oil, Metals Extend Advance
  Bloomberg
• U.S. Existing Home Sales Climb to Highest Since Early 2007
  Bloomberg
• Asian Stocks Rise for Second Day as Commodities Rally With Won
  Bloomberg
• PBOC Boosts Yuan Fixing After 12-Day Drop to Weakest Since 2008
  Bloomberg
• Fed Hike Is Certainty for Bond Traders as Market Odds Reach 100%
  Bloomberg
• Emerging Asia Sees $11 Billion Outflow on Dollar’s Rally
  Bloomberg
• Hedge funds continue to see asset outflows in October, YTD outflows at $77m
  Opalesque
• Japan PM says TPP trade pact meaningless without U.S.
  Reuters
• Euro zone nations turn to hedge funds to meet borrowing needs
  Reuters
• $100 Billion Chinese-Made City Near Singapore 'Scares the Hell Out of Everybody'
  Bloomberg
• Trump Outlines Top Plans Amid Business Scrutiny, Press Tension
  Bloomberg
• Investors Make Bullish Bet on Trump, and an Era of Tax Cuts and Spending
  NYT
• Donald Trump Poised to Pressure Mexico on Trade
  WSJ
• European Central Bank faces a Trump quandary
  FT
• European Companies Happily Take ECB’s Cheap Cash, but Don’t Spend It
  WSJ

Monday, November 21, 2016

Evening

• S&P 500, Dow, Nasdaq, Russell 2000 Hit Record Highs as Oil Jumps
  Bloomberg
• China May Face Yuan Float if Capital Controls Fail
  Bloomberg
• Three Charts Signal Dark December for Slumping China Bond Market
  Bloomberg
• How India's Cash Chaos Is Shaking Everyone From Families to Banks
  Bloomberg
• Top ECB officials pledge continued support to euro zone economy
  Reuters
• 2017 is when a decade of global monetary easing ends, says BAML
  Bloomberg
• Hedge funds slow to adjust champagne tastes to beer budgets
  Reuters
• Tail risks wagging the dog with Wall Street fear gauge
  FT
• EU to retaliate against US bank capital rules
  FT

General

• U.S. Stocks Climb to Record High as Crude Surges, Dollar Falls
  Bloomberg
• Yuan Falls to Eight-Year Low as Central Bank Cuts Reference Rate
  Bloomberg
• Germany's Schaeuble urges ECB to reverse policy
  Reuters
• Washington can now help relieve 'only game in town' Fed, Fischer says
  CNBC
• Citi and JPMorgan top list of globally systemic banks
  Reuters
• Goldman: How Corporations Will Spend Their Huge Piles of Overseas Cash
  Bloomberg
• Inside a Moneymaking Machine Like No Other
  Bloomberg
• Paulson’s Big Long: A Bet on Trump Yields Power and Profit
  Bloomberg
• Brexit Bulletin: Take Care, Cliff Edge Ahead
  Bloomberg
• Merkel's Fourth Election Will Be Her Toughest
  Bloomberg
• Brazil's Temer warns debt to swell to size of GDP if spending not curbed
  Reuters
• Record number of Americans think nation is divided
  The Hill
• Dallas Stares Down a Texas-Size Threat of Bankruptcy
  NYT
• Malaysia asks foreign banks to stop ringgit trading
  FT
• After Years of Turmoil, Republican Tax Overhaul Picks Up Speed
  WSJ
• Asian Corporate Debt Plans Run Into ‘Trump Effect’
  WSJ