Daily News Links

8595 posts

Sunday, August 14, 2016

General

• Brexit could be delayed as govt departments not ready - Sunday Times
  Reuters
• The Bank of Japan's Unstoppable Rise to Shareholder No. 1
  Bloomberg
• BOE Policy Action Is ‘Short-Term Balm,’ Haldane Writes in Times
  Bloomberg
• Gulf Stocks Rise on Oil’s Best Week Since April; Egypt Retreats
  Bloomberg
• Japan Plans to Develop Missiles to Protect Islands, Yomiuri Says
  Bloomberg
• Bond Funds Turn to Emerging Markets
  WSJ

Saturday, August 13, 2016

General

• High-Risk ‘Shadow’ Credit in China Put at $2.9 Trillion by IMF
  Bloomberg
• Turkish PM says Ankara sees no compromise with the U.S. over Gulen extradition
  Reuters

Friday, August 12, 2016

General

• Bonds Rise, Dollar Falls as Retail Data Cast Doubt on Rate Hike
  Bloomberg
• Dollar Falls to 7-Week Low as Economic Reports May Constrain Fed
  Bloomberg
• Asia rises on Wall Street's record highs, China data misses forecasts
  Reuters
• U.S. Retail Sales Stall as Auto Dealers’ Gain Is Others’ Pain
  Bloomberg
• China Credit Growth Slows to 2-Year Low on Debt Curb Concern
  Bloomberg
• China Stability Falters as Factory Output, Investment Slow
  Bloomberg
• A Look at China's Stimulus Efforts Shows 'Malinvestment Is Still Hard at Work'
  Bloomberg
• Italian Economy Unexpectedly Stagnates in Threat to Renzi
  Bloomberg
• India’s Inflation Breaches Target, Reducing Room for Rate Cuts
  Bloomberg
• US bond ETFs set record in yield scramble
  FT
• China Slows as Stimulus Impact Wanes
  WSJ
• Furious China sees U.S. missile defense plan for South Korea as direct threat
  Washington Times

Afternoon

• Oil extends rally on possible producer action, weaker dollar
  Reuters
• Trillions in Murky Investments Could Rock China’s Economy
  NYT
• Value of negative-yielding bonds hits $13.4tn
  FT
• Russia deploys advanced S-400 air missile system to Crimea: agencies
  Reuters

Thursday, August 11, 2016

General

• S&P 500 Rises as Europe Shares Approach Pre-Brexit on Earnings
  Bloomberg
• Asian Stocks Fall From One-Year High as Commodity Shares Decline
  Bloomberg
• Insider Buying Evaporates With S&P 500 Near Fresh All-Time High
  Bloomberg
• Brexit Hits U.K. Housing as Sales Decline Most Since 2008
  Bloomberg
• German economy lost growth momentum in Q2: economy ministry
  Reuters
• Pitfalls of Global Hunt for Yield Highlighted in Mongolia Crisis
  Bloomberg
• China’s $15 Billion Energy Ambitions Crushed Within Two Weeks
  Bloomberg
• U.S. Drillers Need $60 Oil to Stage Real Comeback, IEA Say
  Bloomberg
• Lopsided Housing Rebound Leaves Millions of People Out in the Cold
  WSJ
• U.S. mutual funds boost own performance with unicorn mark-ups
  Reuters
• New money raised by equity ETFs drops 85%
  FT
• Passive funds grow 230% to $6tn
  FT
• As Rental Supply Grows, Landlords Negotiate
  WSJ
• China says new satellite will help safeguard interests at sea: China Daily
  Reuters
• Ukraine Warns Putin Crimea Accusations Will Widen Conflict
  Bloomberg
• Putin accuses Ukraine of trying to provoke a new conflict over Crimea
  Reuters

Evening

• Three major indexes end at records for first time since 1999
  Reuters
• Wall St. banks ask Fed for 5 more years to comply with Volcker rule
  Reuters
• UBS: China's Already Started Bailing Out its Banks
  Bloomberg
• Negative Rates for the People Arrive as German Bank Gives In
  Bloomberg
• Swimming Spat to Soured Deals Put Chill on China-Aussie Ties
  Bloomberg
• Home Equity Loans Come Back to Haunt Borrowers, Banks
  WSJ
• Russia announces war games after accusing Ukraine of terrorist plot
  Reuters
• Russia Warns of ‘Consequences’ After Deaths as Ukraine on Alert
  Bloomberg

Wednesday, August 10, 2016

General

• Dollar Weakens, Bonds Rally on Muted Prospects for Fed Rate Hike
  Bloomberg
• Exclusive: BOJ review likely to defend massive stimulus program - sources
  Reuters
• Negative yields are doing the opposite of what was intended
  CNBC
• For Oil Companies $110 Billion Debt Wall Looms Over Next 5 Years
  Bloomberg
• In recovering housing market, the starter home remains elusive
  Reuters
• Fewer Housing Markets in the U.S. Have Double-Digit Price Gains
  Bloomberg
• London Prime Land Values Start to Topple on Sales Woes: Chart
  Bloomberg
• Turkey's Erdogan warns banking sector over high interest rates
  Reuters
• Italian Banks Reel But Monti Has No Regrets for Avoiding Bailout
  Bloomberg
• Barclays Debunks the Prevailing Wisdom on Hedge Fund Returns
  Bloomberg
• Exclusive: Vietnam moves new rocket launchers into disputed South China Sea - sources
  Reuters
• China Backlash Over U.S. Missile Shield Puts North Asia on Edge
  Bloomberg

Evening

• Oil Falls After U.S. Crude Supply Gains, Refinery Demand Slips
  Bloomberg
• There Are All Kinds of Signs of a High-End Real Estate Slowdown
  Bloomberg
• VC Funding Is Drying Up for Media Startups
  Bloomberg
• Billionaires are holding $1.7 trillion in cash
  CNBC
• Brexit Bounce a Disaster for Bears as S&P 500 Churns Near Record
  Bloomberg
• Putin Warns Ukraine Russia Will Respond to ‘Terror’ in Crimea
  Bloomberg

Tuesday, August 9, 2016

General

• Stocks Advance as Market Risk Tumbles; Pound Falls Below $1.30
  Bloomberg
• Pound Tumbles Below $1.30 as Traders Await More Brexit Bad News
  Bloomberg
• Asian Stocks Extend One-Year High Before China Inflation Data
  Bloomberg
• China Bond Yield Sinks to Seven-Month Low as Inflows, Risks Rise
  Bloomberg
• U.S. Productivity Unexpectedly Falls for Third Straight Quarter
  Bloomberg
• China July consumer inflation cools on slower food prices
  Reuters
• Rajan Holds India Rates in Final Move as Inflation Quickens
  Bloomberg
• LendingClub turmoil takes toll as company posts widening losses
  Reuters
• Marc Faber: S&P is set to crash 50%, giving back 5 years of gains
  CNBC
• Japan warns China of deteriorating ties over East China Sea dispute
  Reuters
• New images suggest China militarizing disputed islands: NY Times
  Reuters
• Turkey's Erdogan unnerves West with Putin visit
  BBC
• Turkey says rising anti-Americanism can be calmed by Gulen extradition
  Reuters

Afternoon

• Soaring Debt Has U.S. Companies as Vulnerable to Default as 2008
  Bloomberg
• S&P 500 Daily Volatility Vanishes as Index Sets Records: Chart
  Bloomberg
• BOE Can’t Part Investors From Long Bonds as QE Hits Early Snag
  Bloomberg
• The Rich Get Richer as Billionaires Increase in Number
  WSJ

Monday, August 8, 2016

Evening

• Asia Stocks Rise, Led by Japan, as Yen Falls After U.S. Payrolls
  Bloomberg
• Dollar Rallies Fourth Day as Payrolls Data Boost Fed Rate Odds
  Bloomberg
• Oil Bear Market Attracts Record Bets on Further Price Slide
  Bloomberg

General

• Oil Leads Commodity Gains Amid Stimulus Bets; S&P 500 Fluctuates
  Bloomberg
• Yuan Declines Most in Three Weeks as U.S. Jobs Data Buoy Dollar
  Bloomberg
• Brazil Real Falls on Report Acting President Tied to Graft Probe
  Bloomberg
• No Summer Slowdown in Bond Market as August Sales Set Record
  Bloomberg
• Emerging Markets Aren't Really in Charge of Their Own Interest Rates Anymore
  Bloomberg
• There's a Big Dollar Crunch Brewing in Markets
  Bloomberg
• Disappointing China July imports suggest cooling domestic demand
  Reuters
• PBOC Signals More Use of ’Innovative’ Monetary Policy Tools
  Bloomberg
• China Exports Remain Subdued as Import Drop Fuels Demand Concern
  Bloomberg
• Social Security's looming $32 trillion shortfall
  CNBC
• The Feds Don't Care If You Dropped Out of College. They Want Their Money Back
  Bloomberg
• Stocks a Screaming Buy in Fed Model That May Never Prove Right
  Bloomberg
• Quantitative Easing: Central Banks’ Old Faithful
  WSJ
• Online Lenders Have a Tough Job Ahead
  WSJ
• US companies tap global demand for bonds
  FT
• The victory for gold bulls is only just beginning
  FT
• Why Europe’s banks will never be the same again
  FT
• Japan urges China not to escalate East China Sea tension

Evening

• Wall Street steps back from record highs
  Reuters
• Fannie, Freddie Could Need as Much as $126 Billion in Crisis
  Bloomberg
• Are Negative Rates Backfiring? Here’s Some Early Evidence
  WSJ
• Russia ‘Seriously Concerned’ as Fighting Picks Up in Ukraine
  Bloomberg
• China Backlash Over U.S. Missile Shield Puts North Asia on Edge
  Bloomberg