Daily News Links

8814 posts

Sunday, November 13, 2016

General

• Emerging-Market Rout Extends to Gulf Stocks on Trump Policy Risk
  Bloomberg
• Iran Pumps More Oil as Saudi Minister Calls for OPEC Output Cuts
  Bloomberg
• Investors dodge China's whack-a-mole outflow curbs
  Reuters
• Prosecutors to question South Korean president over political scandal
  Reuters
• Investor repositioning under Trump — the big questions
  FT

Saturday, November 12, 2016

General

• Unexpected Election Outcome Begets Unexpected Winners and Losers
  Bloomberg
• France’s Bonds Feel Election Jitters as Trump Spurs Market Split
  Bloomberg
• Trump hammered the Federal Reserve as a candidate. As president, he could quickly reshape it
  LA Times
• Trump may already have a plan ready to revamp Dodd-Frank
  Reuters
• India’s Largest Bank Gets $7 Billion in Deposits as ATMs Run Dry
  Bloomberg
• With Trump in Power, the Fed Gets Ready for a Reckoning
  NYT
• Donald Trump Win Has Investors Selling in Emerging Markets
  WSJ
• Emerging market currencies fall most in 5 years
  FT
• Henry Kaufman says Trump will help kill 30-year bond rally
  FT
• South Korea's Park faces resignation calls at huge protest rally
  Reuters
• Turkey halts activities of 370 groups as purge widens
  Reuters

Friday, November 11, 2016

General

• Stocks, Bonds, Commodities Slump as Traders Weigh U.S. Election
  Bloomberg
• Trump Butterfly Effect Routs Currencies, Bonds as Copper Surges
  Bloomberg
• Carry Trades Collapse as Emerging-Market Yield Advantage Shrinks
  Bloomberg
• Italy’s Bonds Tumble as Trump Win Boosts Referendum Concern
  Bloomberg
• Asian shares stumble as soaring U.S. bond yields fuel outflow worries
  Reuters
• China’s Yuan Set for Steepest Weekly Loss Since January Turmoil
  Bloomberg
• Rupiah Plunges Most Since 2011 Prompting Central Bank to Step In
  Bloomberg
• Bonds Plunge by $1 Trillion This Week as Trump Seen Game Changer
  Bloomberg
• Copper Explodes Above $6,000 With Prices Set for Best Week Ever
  Bloomberg
• Fischer Says Fed Getting Close to Reaching Goals, Raising Rates
  Bloomberg
• China Oct new yuan loans 651.3 bln yuan, below forecasts
  Reuters
• China's household debt a growing risk to economy
  Reuters
• These Charts Show the Huge Stampede out of Emerging Markets
  Bloomberg
• Bundesbank''s Weidmann Urges Calm After Trump Election
  Dow Jones
• German watchdog warns against financial deregulation after Trump win
  Reuters
• The All-Powerful Bond Market Is Getting Rocked by Trump
  WSJ
• Fuse is lit on bond markets time-bomb
  Financial Times
• The sell-off in EM FX just got real
  FT
• New Populism and Silicon Valley on a Collision Course
  WSJ
• Farmland Prices Fall in Much of Central U.S.
  WSJ
• China's Xi vows zero tolerance for separatist movements
  Reuters

Thursday, November 10, 2016

Evening

• Emerging Asia Currencies Drop as Fed Rate-Hike Bets Sink Bonds
  Bloomberg
• Dow Average Rallies to Record as Treasuries Slide on Trump Bets
  Bloomberg
• Tech Stocks Are Getting Crushed
  Bloomberg
• Brazilian real tumbles to lowest since June
  FXStreet
• Wells Fargo Leads Banks Up as Trump Win Seen Curbing Warren
  Bloomberg
• Trump Rotation Has Small Caps Beating S&P 500 Most in Five Years
  Bloomberg
• Trump’s Transition Team Pledges to Dismantle Dodd-Frank Act
  Bloomberg
• Warren Says She Would Work With Trump on Bank-Industry Policies
  Bloomberg
• Wall Street Hopes Trump Makes Structured Finance Great Again
  Bloomberg
• Trump Outlines Health-Care Plan, Including Repealing Obamacare
  Bloomberg
• Investors, economists brace for new dangerous game: parsing Trump's words
  Reuters
• From avocados to autos, Mexican businesses fear tough times with Trump
  Reuters

General

• U.S. Stocks Extend Rally, Send Dow to Record Amid Trump Bets
  Bloomberg
• Stocks Surge With Metals as Trump Win Revitalizes Growth Outlook
  Bloomberg
• Treasury selloff stretches to 4th day
  MarketWatch
• Yuan Falls to Six-Year Low Amid Concern Trump Will Target China
  Bloomberg
• Italian, French Bonds Feel Pain in Europe as Rout Spreads: Chart
  Bloomberg
• Trump’s $337 Billion Bond Upset Casts Shadow on Rallying Stocks
  Bloomberg
• China banks given hard cap for November home loans-report
  Reuters
• Donald Trump’s Surprise Victory Sent Global Markets on a 12-Hour Thrill Ride
  WSJ
• Trump’s Win Brings New Era of Uncertainty for the Fed
  WSJ
• The All-Powerful Bond Market Is Getting Rocked by Trump
  WSJ
• What is the Trump reflation trade?
  FT
• ‘Trumpflation’ risk rattles bond markets
  FT
• Republicans in Congress Plan Swift Action on Agenda With Donald Trump
  NYT

Wednesday, November 9, 2016

Evening

• Asian Stocks Rebound After Selloff as Markets Reassess Trump Win
  Bloomberg
• U.S. Stocks Surge as Banks, Drugmakers Rally Amid Trump Victory
  Bloomberg
• Wall Street surges after Trump wins White House
  Reuters
• 10-year Treasury Yield Above 2% In ''fear Trade'' As Trump Presidency Looms
  Dow Jones
• Dow’s 1,172-Point Round Trip Just Misses Post-Election Record
  Bloomberg
• Bond yields on fire as market anticipates more inflation, growth
  CNBC
• Trump Day-One Winners and Losers Piling Up Fast Across the Globe
  Bloomberg
• Today's S&P 500 Reversal Is the Biggest Since 2008 Crisis: Chart
  Bloomberg
• Trump Victory Could Prompt Fed to Raise Rates More Quickly
  NYT
• Flight to safety unwinds after Trump win
  FT
• Silicon Valley Braces for Uncertainty After Donald Trump’s Victory
  WSJ

General

• Market Turmoil Eases as Investors Weigh Trump’s Plan for Economy
  Bloomberg
• Treasuries Plunge as Traders Boost Inflation Bets on Trump Win
  Bloomberg
• Gold has biggest rally since Brexit as Trump leads White House race
  Reuters
• Mexico Peso Plunges Past 20 Per Dollar to Record Low Amid Vote
  Bloomberg
• Trump’s Lead Triggers Emerging-Market Selloff as Peso Nosedives
  Bloomberg
• Asia Bond Risk Surges as Trump’s Edge in Vote Recalls Brexit
  Bloomberg
• December Fed Rate-Hike Odds Fall Below 50% as Trump Leads Polls
  Bloomberg
• Gold Seller Running Out of Bars, Coins in London After Trump Win
  Bloomberg
• Wall Street elite stunned at Trump triumph
  Reuters
• Italy’s Next in the Crosshairs for Anti-Establishment Wave
  Bloomberg
• Warning Light Flashes on Auto Loans
  WSJ

Tuesday, November 8, 2016

Evening

• Asian Stocks Advance as Investors Brace for U.S. Election Result
  Bloomberg
• Stocks Advance, Bonds Fall as Americans Vote; Dollar Fluctuates
  Bloomberg
• Ominous Sign for China Debt as Cash Crunch Bites
  Bloomberg
• Banks warn clients to brace for FX volatility after U.S. vote
  Reuters
• Prosiris’s Billion-Dollar Hedge Fund Plunges to $284 Million
  Bloomberg

General

• Stocks, Bonds, Dollar Little Changed as Americans Cast Ballots
  Bloomberg
• Asian shares edge up as investors cautiously optimistic on Clinton win
  Reuters
• Yuan Heads Toward Six-Year Low as Capital Outflows Fuel Weakness
  Bloomberg
• U.S. Election Guide to Markets: What to Watch Once It’s All Over
  Bloomberg
• Tuesday Morning Briefing: Election Day: You made it!
  Reuters
• China’s Exports Drop for a Seventh Month on Tepid Global Demand
  Bloomberg
• China Car Sales Surge 20% as Consumers Beat Expiring Tax Cut
  Bloomberg
• China central bank to keep liquidity ample, curb asset bubbles
  Reuters
• This Election Has One Sure Thing: A More Dysfunctional Congress
  Bloomberg
• China’s securitisation market blossoms
  FT
• Anxiety in Manila as Duterte Blasts U.S., Embraces China
  Bloomberg
• Hong Kong lawyers march to condemn China's legal 'interference'
  Reuters
• Earth Just Experienced the Hottest Five Years on Record
  Bloomberg

Monday, November 7, 2016

Evening

• Wall St. soars as FBI clears Clinton ahead of Election Day
  Reuters
• China's Investors Get Creative About Capital Controls
  Bloomberg
• ECB's Lautenschlaeger 'skeptical' of further policy easing
  Reuters
• Markets Mimic Pre-Brexit Conditions Before U.S. Election: Chart
  Bloomberg
• Yuan Weakness Spurs Fresh Surge in China Outflows
  WSJ
• The Latest: US upset over China's Hong Kong intervention
  AP

General

• Global Stocks Rally With Commodities as Clinton Gets FBI Boost
  Bloomberg
• Asia stocks bounce as optimism over Clinton grows; dollar strong
  Reuters
• U.S. Stock Futures Jump as FBI Letter Seen Aiding Clinton Chance
  Bloomberg
• Yuan Slumps Most in a Month After Central Bank Weakens Fixing
  Bloomberg
• China's Foreign-Exchange Reserves Drop to Lowest Since 2011
  Bloomberg
• China Names New Finance Minister to Replace Veteran Lou Jiwei
  Bloomberg
• Obama’s Successor Inherits Bond Market at Epic Turning Point
  Bloomberg
• China Bars Independence Supporters From Hong Kong Legislature
  Bloomberg
• Wall Street Bonuses Are Expected to Sink for 3rd Straight Year
  NYT
• ETFs attract more than $3.2tn to pass hedge funds
  FT
• Hong Kong Protesters Clash With Police as China Plans Political Intervention
  WSJ
• China’s Internet Controls Will Get Stricter, to Dismay of Foreign Business
  NYT
• Italy Approaches a Constitutional Reckoning
  WSJ
• China moves to bar Hong Kong activists as fears grow over intervention
  Reuters
• Turkey's treatment of dismissed officials reminiscent of Nazis: Luxembourg
  Bloomberg