Daily News Links

8595 posts

Sunday, July 17, 2016

General

• Mideast Stocks Shrug Off Turkey Coup as Almarai Rises on Profit
  Bloomberg
• Turkey Moves to Calm Investors After Coup Attempt Quashed
  Bloomberg
• Turkey widens crackdown on military, judiciary after failed coup
  Reuters
• Turkish Central Bank Holds Meeting With Lenders, Haberturk Says
  Bloomberg
• Gulen turns coup accusations on Erdogan
  FT/CNBC
• U.S., Turkey on a Collision Course Over Ankara’s Demand for U.S.-Based Cleric
  WSJ
• Turkey rounds up almost 6,000 after failed coup
  FT
• Japan flirts with helicopter money
  FT

Saturday, July 16, 2016

General

• Turkish forces try to crush last remnants of coup after Erdogan returns
  Reuters
• Turkey: Mass arrests after coup bid quashed, says PM
  BBC
• Turkey coup: Erdogan set to crush all opponents and purge army after surprise failed attempt
  UK Independent
• For Turkey's sake, Erdoğan should resist desire for revenge
  UK Guardian
• ECB Seen Supporting German Bonds After Biggest Selloff This Year
  Bloomberg
• Turkish lira in steepest fall since 2008
  FT
• Discord over South China Sea clouds Asia-Europe summit
  Reuters

Evening

• Chaos Plays Into Erdogan’s Hands After a Career Shaped by Coups
  Bloomberg
• Turkey has made clear to U.S. that Gulen behind coup plot
  Reuters
• Kerry tells Turkey counterpart claims U.S. was involved in coup are false, harmful
  Reuters
• Obama urges rule of law in Turkey, U.S. warns of damage to relations
  Reuters
• Failed coup adds to uncertainty over Turkey’s economy
  FT
• As Rates Sink, Housing Bubbles Rise
  WSJ

Friday, July 15, 2016

General

• U.S. Stocks, Dollar Rise as Treasuries Slump Amid Economic Data
  Bloomberg
• European Stocks Trim Week’s Gain as China Lifts Emerging Markets
  Bloomberg
• Retail Sales in U.S. Climb More Than Forecast in Broad Advance
  Bloomberg
• Deutsche Bank: A floundering titan
  The Economist
• Federal Reserve policymakers signal no rush to raise U.S. rates
  Reuters
• China Proves Doubters Wrong For Now as Credit Boom Stokes Growth
  Bloomberg
• China Urges Banks to Step Up Risk Controls as Bad Loans Increase
  Bloomberg
• China second-quarter GDP grows 6.7% year-on-year, slightly better than expected
  Reuters
• China’s Credit Expansion Revs Up Again in June as M1 Surges
  Bloomberg
• China New Home Sales Value Rose 22% in June From Year Earlier
  Bloomberg
• Treasurys Are a Risk Asset Now
  WSJ
• China tells Japan to stop interfering in South China Sea
  Reuters

Evening

• Turkey’s Leaders Say Coup Attempt Foiled as Clashes Rock Nation
  Bloomberg
• Live Now: Turkish Army Attempts to Seize Control of Country
  Bloomberg
• Turkey’s Army Says It Has Taken Control of Country
  Bloomberg
• Martial law imposed in Turkey - military statement on state TV
  Daily Star
• Turkey PM says coup attempt underway, elected government still in charge
  Reuters
• Apparent attempted military coup ongoing in Turkey
  CNBC
• Monetary Policy Is Doing ‘Serious Damage,’ Folkerts-Laundau Says
  Bloomberg
• Funds of Hedge Funds Shrink by 11% as Losses Spur Redemptions
  Bloomberg
• Bond ETF funds attract $124bn this year
  FT

Thursday, July 14, 2016

General

• Stocks Rise as Talk of Helicopter Money Sinks Yen; Pound Jumps
  Bloomberg
• As Markets Reach New Highs, World’s Top Investors Sound Alarm
  Bloomberg
• Asian shares hover near eight-month peak on BoE rate cut hope
  Reuters
• Yuan Trades Near Six-Year Low as Imports Add to Economy Concern
  Bloomberg
• BoE surprises markets by keeping rates on hold, signals August move
  Reuters
• Boris Johnson Heads for Brussels as EU Criticizes Brexit Tactics
  Bloomberg
• Bernanke Floated Japan Perpetual Debt Idea to Abe Aide Honda
  Bloomberg
• Stock-picking active managers having their worst year ... ever
  CNBC
• The Housing Market Is Waving a Red Flag
  Bloomberg
• Emerging market outflows to halve in 2016 to $350 bln-IIF
  Reuters
• Bond Traders See Helicopters Loaded With Money
  Bloomberg
• Japan’s Population Falls by Most Since Records Began in 1968
  Bloomberg

Evening

• Corporate bond defaults cross 100, highest level since crisis
  CNBC
• Hollande Calls Barroso’s Goldman Sachs Job Morally Unacceptable
  Bloomberg
• China’s Latest Plan for Market Control Involves the Central Bank
  WSJ
• What's at stake in China's claims to the South China Sea?
  SFGate

Wednesday, July 13, 2016

General

• Oil down 3 percent after smaller-than-expected U.S. drawdown
  Reuters
• Stocks Climb With Copper as Brexit-Induced Volatility Subsides
  Bloomberg
• Asian shares near 2016 peak as risk appetite improves
  Reuters
• Offshore Yuan Interbank Rates Jump on Reserves, Intervention Bet
  Bloomberg
• Carney Opens Lehman Playbook at Bank of England
  Bloomberg
• 'All the stages of grief': private equity ponders dismal Brexit outlook
  Reuters
• Crisis-hit euro governments swayed banks to buy their debt: ECB paper
  Reuters
• Monte Paschi Bail-In Concerns Stoke Purchases of Credit Swaps
  Bloomberg
• Amid Talk of Money Helicopters, Abe Eyes Reboot of Economic Plan
  Bloomberg
• China’s Imports From Hong Kong Have Continued to Surge: Chart
  Bloomberg
• Gundlach Says Starvation for Yield Creating ‘Mass Psychosis’
  Bloomberg
• Hedge-Fund Investors Dump Laggards, 84% Redeem in First Half
  Bloomberg
• The World’s Most Powerful Stock Pickers Don’t Manage a Penny
  Bloomberg
• Pimco Loads Up on Treasuries as Gundlach to Gross Voice Caution
  Bloomberg
• Record Stock-Market Rally Powered by Companies Analysts Despise
  Bloomberg
• MUFG Leads Japan Banks Higher After Report on ‘Helicopter Money’
  Bloomberg
• CBO Expects Higher Long-Term Deficits and Lower Interest Rates
  WSJ
• Why This Bank Is at the Center of a Battle for Europe
  WSJ
• UK property funds start selling flagship buildings
  FT
• China’s Zombie Companies Stay Alive Despite Defaults
  WSJ
• China vows to protect South China Sea sovereignty after ruling
  Reuters
• South China Sea prompts Chinese threats from furious media, Beijing officials
  CNBC
• Taiwan Sends Frigate to South China Sea in Rebuke Against Hague
  Bloomberg
• Beijing warns neighbours after South China Sea ruling
  FT

Evening

• Britain's new PM May gives Johnson big job, says needs time before Brexit talks
  Reuters
• London House-Price Index Falls to Seven-Year Low After Brexit
  Bloomberg
• This part of the energy industry may be creating next 'day of reckoning' for oil
  CNBC
• Behind the Bond-Stock Divide Is a Big and Risky Bet on Central Banks
  WSJ
• How America Could Go Dark
  WSJ

Tuesday, July 12, 2016

General

• Global Stocks Erase Brexit Losses; Investors Bail on Bonds, Yen
  Bloomberg
• Global stocks, sterling rally on stimulus hopes
  Reuters
• Asian Stocks Rise Second Day as Japan Jumps After Yen Tumbles
  Bloomberg
• Yen Extends Biggest Decline Since 2014 Before Stimulus Details
  Bloomberg
• Japan’s Abe Tells Bernanke He Wants to Speed Up End of Deflation
  Bloomberg
• Ex-Fed chief Bernanke tells Abe BOJ has tools left to support growth
  Reuters
• Japan to craft stimulus by end-July, may issue construction bonds
  Reuters
• Bernanke tells Japan's Abe to continue Abenomics push
  Nikkei Asian Review
• Negative rates leading to 'day of reckoning' fear on Wall Street
  CNBC
• U.S. Regulator Flags Auto-Lending Risks
  WSJ
• In New York, a Falling Market for Trophy Homes in the Sky
  NYT
• Hedge funds struggle with ‘hated’ rally
  FT
• Tribunal says China has no historic title over South China Sea
  Reuters
• UN tribunal rules against Beijing in South China Sea dispute
  FT
• High stakes legal ruling looms in South China Sea dispute
  Reuters
• A renewed nationalism is stalking Europe
  FT

Evening

• Energy Failures Push U.S. High-Yield Default Rate to 6-Year High
  Bloomberg
• Buybacks Pump Up Stock Rally
  WSJ
• Junk-Bond Defaults Keep Climbing
  WSJ
• South China Sea ruling will 'intensify conflict': Chinese envoy
  Reuters

Monday, July 11, 2016

General

• Global Stocks Gain With Dollar as Investors Count on Stimulus
  Bloomberg
• Yen Drops Most in 2 1/2 Months on Abe’s Fiscal-Stimulus Plans
  Bloomberg
• Japanese Shares Rally Most in Five Months on Stimulus Optimism
  Bloomberg
• Asian Shares Jump With Won After U.S. Payrolls Boost; Oil Falls
  Bloomberg
• Abe to give order for new stimulus package
  Nikkei
• Japan's Banks Reinvent Misery
  Bloomberg
• May to Succeed Cameron, Becoming U.K.’s 54th Prime Minister
  Bloomberg
• One Big Small Bank Reason to Worry About U.S. Commercial Real Estate
  Bloomberg
• BlackRock strategist warns of low returns, years of uncertainty and volatility
  CNBC
• Goldman Sachs says dual rally in stocks and bonds make both expensive
  CNBC
• Italian bank problems not an "acute crisis" - Dijsselbloem
  Reuters
• French Fin Min urges support for Italy's banks
  MarketWatch
• UniCredit leads renewed weakness for Italian banks
  FT
• Italian banks: Essential repairs
  FT
• Black Hole of Negative Rates Is Dragging Down Yields Everywhere
  WSJ
• Can We Ignore the Alarm Bells the Bond Market Is Ringing?
  NYT
• The submarines and rivalries underneath the South China Sea
  BBC

Evening

• S&P 500 Rises to All-Time High on Growth Optimism, Stimulus Bets
  Bloomberg
• IMF says Italy faces 'monumental challenge', cuts growth outlook
  Reuters
• IMF Urges Action on Italy’s Retail Investors’ Bank Bail-In
  Bloomberg
• Morgan Stanley Has Some Theories for Why Hedge Funds Are Doing So Poorly
  Bloomberg
• Italy warned to abide by ‘strict’ EU bank rescue rules
  FT
• US banks raise regulator fears over property loan bubble
  FT
• Decoding the Jargon of the South China Sea Dispute
  Bloomberg