Daily News Links

8813 posts

Sunday, November 20, 2016

Evening

• Asian shares on the defensive as U.S. yields, dollar rise
  Reuters
• Japanese Shares Extend Rally to Eighth Day as Yen Holds Decline
  Bloomberg
• Japan Imports Continue Decline, Exports Fall More Than Forecast
  Bloomberg
• Dollar Is King as Fed Hike Bets Mount While Putin Bolsters Crude
  Bloomberg
• Schumer Says He Can Block Trump’s Efforts to Repeal Dodd-Frank
  Bloomberg
• Currency Vigilantes Ready to Strike Again as Italian Vote Looms
  Bloomberg
• Negative Rates Are Failing to Halt Savings Obsession in Europe
  Bloomberg
• Corporate debt returns lure investors back to bond market
  FT
• Inside Donald Trump’s Economic Team, Two Very Different Views
  WSJ
• Danger Ahead For ‘Hot Spot’ Markets?
  WSJ
• Renminbi trading band weakened for record 12th day
  FT

General

• Abu Dhabi Stocks Drop Most in Month to Lead Decline Across Gulf
  Bloomberg
• Merkel said she wants to run for fourth term as German chancellor: sources
  Reuters
• South Korea: President Park to be investigated as three others indicted
  CNN
• Fed up with EU, Erdogan says Turkey could join Shanghai bloc
  Reuters

Saturday, November 19, 2016

General

• A Turning Point for Globalization - Inequality, Market Chaos and Angry Voters
  Spiegel
• Italy’s Banks Are in a Slow-Motion Crisis. And Europe May Pay.
  CNBC/NYT
• Showdown Looms as U.S. Questions Chinese Deal for Aixtron
  NYT

Friday, November 18, 2016

Evening

• Trump-Trade Rally Pushes Dollar to Weekly Surge as Bonds Slump
  Bloomberg
• Puerto Rico Board Warns Deep Debt Cuts Needed to Steady Island
  Bloomberg
• Fight Over Puerto Rico Debt Heats Up as Creditors Fire Back
  Bloomberg
• ‘The conservatives are going to go crazy’ — Trump’s top advisor lays out his vision for shaking up America
  CNBC
• Dollar’s Rapid Gain Triggers Angst in Emerging Markets
  WSJ
• Next Wild Card for Markets: Italy’s Constitutional Referendum
  WSJ

General

• Dollar Extends Trump-Trade Rally as Gold Declines With Stocks
  Bloomberg
• Rising U.S. yields help dollar to 13-1/2 year high, Asian shares slip
  Reuters
• Global Bonds Poised for Biggest Two-Week Loss in Quarter Century
  Bloomberg
• Final Polls Show Renzi’s Referendum Heading for Defeat in Italy
  Bloomberg
• Equity fund flows surge as bond and EM funds bleed in the week following Trump’s victory
  CNBC
• It’s Friday, So Asian Central Banks Are Back in Currencies
  Bloomberg
• Exclusive: China ready to slow yuan descent, worried about capital outflows - sources
  Reuters
• Hensarling Could Be Wall Street’s Best Hope or Worst Nightmare
  Bloomberg
• Draghi says that withdrawal of QE relies on 'durable' pick-up in inflation
  CNBC
• Cryan Says Credit Risk Is Being Misjudged Due to ECB Purchases
  Bloomberg
• Rise of Populism Tops Anxiety List at Frankfurt Banking Meeting
  Bloomberg
• 200 years of US interest rates on one chart
  CNBC
• Global Trade Is Slowing
  Bloomberg
• Global corporate defaults year to date reach highest level since 2009
  FT
• Pace of global debt sales hits record level
  FT
• Selloff Pulls Japanese Bond Yields Further Above Zero
  WSJ
• Italian 10-year bonds on course for worst month since 2012
  FT

Thursday, November 17, 2016

Evening

• Asia Stocks Set for More Gains Amid Stronger Dollar After Yellen
  Bloomberg
• Treasury Yields Reach Year’s High as Fed on Track for Rate Hike
  Bloomberg
• Wall street stocks lifted by data, earnings Yellen remarks
  Reuters
• Mexico Raises Overnight Rate After Trump’s Win Wallops Peso
  Bloomberg
• Mexico central bank hikes rate after Trump win, peso still weakens
  Reuters
• The Air Has Come Out of One of 2016's Most Popular Trades
  Bloomberg
• 2017 May Be Japan's 'Year of the Taper'
  Bloomberg
• Across China, Walmart Faces Labor Unrest as Authorities Stand Aside
  NYT
• Fed Rate Rise Could Come ‘Relatively Soon’ as Data Point to Stronger Economy
  WSJ

General

• U.S. Stocks Little Changed After Yellen Testimony, Economic Data
  Bloomberg
• Treasuries Decline After Yellen Testimony; Crude Oil Advances
  Bloomberg
• Yellen Says Fed Interest Rate Hike Could Come ‘Relatively Soon’
  Bloomberg
• U.S. consumer prices post largest gain in six months
  Reuters
• Jobless Claims in U.S. Decline to Lowest Level in Four Decades
  Bloomberg
• Housing Starts in U.S. Surged to a Nine-Year High in October
  Bloomberg
• BOJ First Unlimited Bond Buys Get No Bids After Yields Retreated
  Bloomberg
• Theranos Whistleblower Shook the Company—And His Family
  WSJ
• U.S. Mortgage Rates Soar to 10-Month High After Trump Bond Rout
  Bloomberg
• Yellen takes hot seat in middle of first congressional debate on Trump stimulus
  CNBC
• ECB minutes firmly point to Dec for decision over asset buys
  Reuters
• Mexico central bank may deliver big rate hike after peso's Trump tumble
  Reuters
• The Strange Consequences of India's Unprecedented Banknote Ban
  Bloomberg
• First Brexit, Then Trump. Can Italy Avoid a Populist Uprising in Crucial Referendum?
  Time
• Italy won't bend budget plan for EU, says Renzi advisor
  Reuters
• Brazil arrests former Rio governor in corruption probe: police
  Reuters
• Leverage levels hit post-crisis high in Europe's loan market
  Reuters
• Monet Painting Sells for Record $81.4 Million at Christie’s
  Bloomberg
• US and EM investors take opposing bets on Trump’s presidency
  FT
• Renminbi fixed weaker for record-equalling 10th straight day
  FT
• Global bond issuance still hot despite market turbulence
  FT
• Europe at risk of collapse; France, Germany must lead - French PM
  Reuters
• China's interference in Hong Kong reaching alarming levels: U.S. congressional panel
  Reuters

Wednesday, November 16, 2016

Evening

• BOJ Announces First Unlimited Bond Purchases After Yields Jumped
  Bloomberg
• Dow, S&P drop as financials' rally ebbs, tech boosts Nasdaq
  Reuters
• Dollar Posts Longest Winning Streak Since 2012 as Fed Hike Seen
  Bloomberg
• Investors Just Flooded Into Financials at the Fastest Weekly Pace Ever
  Bloomberg
• Hensarling Says He’s Willing to Tweak Dodd-Frank Overhaul Plan
  Bloomberg
• Goldman Sachs sees Trump leading to more aggressive Fed, 'ambiguous' growth outlook
  CNBC
• China Holdings of U.S. Treasuries Decline to Lowest Since 2012
  Bloomberg
• Euro crisis over? 2017 politics could be markets' biggest test yet
  Reuters
• Illinois' unfunded pension liabilities reach $130 billion: study
  Reuters
• Pay more, get less: Americans have the worst health among 10 wealthy nations
  CNBC
• Exclusive: Central America to seek Mexico's support after Trump win
  Reuters
• The $19.8 Trillion Hurdle Facing Higher U.S. Inflation
  WSJ
• Bond Selloff Highlights Liquidity Shortage, Changing Strategies
  WSJ
• Yuan’s Slide May Have More to Do With Economics Than Donald Trump
  WSJ
• In Trump’s China, Industrial Subsidies Loom Large
  WSJ

General

• U.S. Stocks Retreat With Bonds on Trump-Fed Nexus; Dollar Gains
  Bloomberg
• Government Bonds Fall Worldwide on Trump-Fed Nexus; Oil Declines
  Bloomberg
• Asia shares win reprieve as bond rout pauses for now
  Reuters
• Fed Rate-Hike Odds Approach 100% in Anticipation of Trumpenomics
  Bloomberg
• U.S. Mortgage Applications Gauge Slumps to Lowest Since January
  Bloomberg
• Another Financial Warning Sign Is Flashing in China
  Bloomberg
• What a Trump-Branded Federal Reserve Might Look Like
  Bloomberg
• How Hedging and a Certain Someone Upended the Year of the Peso
  Bloomberg
• U.S. panel says China state firms should be banned from buying U.S. companies
  Reuters
• The Best and Worst Countries to Be a Rich CEO
  Bloomberg
• Trouble Brewing in Commercial Real Estate
  WSJ
• Global inflation expectations soar to 12-year highs after Trump – BAML survey
  FT
• Ray Dalio warns on new era of globalisation in retreat
  FT

Tuesday, November 15, 2016

Evening

• Asian Stocks Advance With South Korea’s Won as Trump Shock Fades
  Bloomberg
• Wall Street rises, lifted by technology and energy stocks
  Reuters
• Bonds Rise With Emerging Markets After Trump Selloff; Oil Surges
  Bloomberg
• Oil Jumps Most in Seven Months as OPEC Members Seen Pushing Deal
  Bloomberg
• Germany Threatens to Abandon Basel Talks If Demands Not Met
  Bloomberg
• Trump digs in for major U.S. trade reset with the world
  CNBC
• Fannie and Freddie’s Status Continues to Provoke Criticisms
  NYT
• What Surging Interest Rates Mean for Your Credit Cards, Auto, Student and Home Equity Loans
  WSJ

General

• Bonds Rise With Emerging Markets After Trump Selloff; Oil Surges
  Bloomberg
• Asian Currencies Tumble to Seven-Year Low Amid Stock Outflows
  Bloomberg
• Asia stocks under pressure as dollar hovers near 14-year high
  Reuters
• German Bonds Outperform in Selloff as Safe Status Remains Intact
  Bloomberg
• Retail Sales in U.S. Jump More Than Forecast in Broad Advance
  Bloomberg
• Spike in Mortgage Rates Throws a Wrench Into U.S. Housing Market
  Bloomberg
• Fed''s Lacker: Fiscal Stimulus ''Would Bolster Case for Raising Rates''
  Dow Jones
• Italy polls get worse for Renzi as referendum nears
  Reuters
• German Cooling, Italy Rebound Keep Euro-Area Growth at 0.3%
  Bloomberg
• Dollar Is New Fear Index as Easing Renders VIX Useless, BIS Says
  Bloomberg
• U.S. Consumers Are Increasingly Defaulting on Loans Made Online
  Bloomberg
• Negative-Yielding Bonds Plummet to $8.7 Trillion After Trump Win
  Bloomberg
• Britain's Brexit plan? There is no plan, leaked memo says
  Reuters
• Hedge-Fund Love Affair Is Ending for U.S. Pensions, Endowments
  Bloomberg
• Junk Bonds Sound an Alarm in Stocks
  WSJ
• 10-year JGB yield trades above zero for first time since September
  FT
• Corporate bond sell-off tests investor appetite
  FT
• As Japan’s 10-Year Bond Yield Turns Positive, BOJ’s Experiment Is Tested
  WSJ
• Hong Kong court, in line with China ruling, bars pro-independence lawmakers
  Reuters
• Populism Takes Over the World
  Bloomberg

Monday, November 14, 2016

Evening

• Selloff in Bonds, Emerging-Market Assets Deepens as Dollar Gains
  Bloomberg
• Wall Street ends flat as financials' rise offsets tech drop
  Reuters
• Bond Rout Lifts U.S. Yields to 2016 High on Trump Stimulus Bets
  Bloomberg
• Rates on US Treasury bills rise to highest in 8 years
  CNBC
• Monte dei Paschi debt swap targets bonds for up to 5.3 bln euros
  Reuters
• Italy bears brunt of year's biggest bond rout
  Reuters
• China's Central Bank Faces Trump Headache
  Bloomberg
• Bond Rout Eats Into the One Remaining Valuation Case for Stocks
  Bloomberg
• Trump's victory has set off a stampede into stock ETFs
  CNBC
• Panic in housing market as Trump effect pushes mortgage rates to 4%
  CNBC
• Hedge Funds Added Tech Stocks Ahead of Trump Victory Sell-Off
  Bloomberg
• The Next Generation of Hedge Fund Stars: Data-Crunching Computers
  NYT
• Government Bond Rout Deepens on Trump’s Economic Plans
  WSJ
• These Five Bonds Are Getting Killed in Today’s Market
  WSJ
• Renminbi trading band set at weakest level since 2008
  FT

General

• Bonds Bloodied as Trump Spending Plans Spur Dollar, Copper Gains
  Bloomberg
• Dollar soars as U.S. yields spike; shares divided
  Reuters
• 10-year Treasury Yield Reaches Its Highest Level In A Year
  Dow Jones
• Emerging-Market Losses Deepen as Dollar Gains; ETF Outflows Rise
  Bloomberg
• Chinese yuan tumbles to a seven-year low as dollar surges
  SCMP
• Dollar Rises to Nine-Month High as Trump Seen Spurring Inflation
  Bloomberg
• Bond Vigilantes to Trump: Be Careful, It Could Get Painful
  Bloomberg
• China fires its first warning shot, warning iPhone sales will suffer if Trump starts a trade war
  CNBC
• Chinese Bonds Headed for Longest Run of Losses in Three Years
  Bloomberg
• China Home Sales Value Rose 38% in October From Year Earlier
  Bloomberg
• China Housing Sales Rise 42.6% in Jan-Oct
  Dow Jones
• China’s Economy Holds Ground as Housing Curbs Start to Bite
  Bloomberg
• As BOJ wanes, Japan sees fiscal stimulus as likely next step
  Reuters
• China Pumps the Brakes on U.S. Dealmaking After Trump Win
  Bloomberg
• The Mortgage Market Is Changing Fast
  WSJ
• Era of Low Interest Rates Hammers Millions of Pensions Around World
  WSJ
• Moody’s warns on global sovereign credit outlook
  FT

Evening

• Asian Futures Outside Japan Tip Stock Losses; Mexican Peso Jumps
  Bloomberg
• Oil prices extend declines on oversupply worries
  Reuters
• Exports Drive Japan’s Economy to Unexpectedly Strong Growth
  Bloomberg
• It’s Not Just Deutsche Bank; German Banking Gloom in Four Charts
  Bloomberg
• 'Trump Thump' whacks bond market for $1 trillion loss
  Reuters
• Brexit Threatens to Ignite European Skirmishes Over EU Budget
  Bloomberg
• $200bn drained from equity funds since start of 2016
  FT