Daily News Links

8377 posts

Monday, March 21, 2016

General

• U.S. Stocks Mixed as Global Volatility Wanes, Treasuries Fall
  Bloomberg
• Exclusive: China central bank to Fed: A little help, please?
  Bloomberg
• Yuan Declines After PBOC Weakens Fixing by Most Since January
  Bloomberg
• Wall Street's Pile of Unwanted Treasuries Exposes Market Cracks
  Bloomberg
• This Is What's Going On Beneath the Subprime Auto-Loan Turmoil
  Bloomberg
• U.S. existing home sales tumble in warning sign for housing market
  Reuters
• Valeant CEO Pearson Will Step Down, Ackman Added to Board
  Bloomberg
• Brazilians Brace for More Drama at Top Court, Congress
  Bloomberg
• China banking regulator tells lenders to rein in risks- sources
  Reuters
• China’s debt mountain will get even bigger
  Reuters, Larsen
• UK manufacturing output sees biggest drop since 2009, rebound expected - CBI
  Reuters
• Companies haven’t fudged their numbers this much since the financial crisis
  Yahoo

Evening

• Deutsche Bank: This Indicator Is Sending Warning Signs for Household Incomes
  Bloomberg
• Corporate profit ride turning into a train wreck
  CNBC
• Accounting measures helping to boost weak U.S. results: analysts
  Reuters
• ECB, BOJ Seeking to Push Down Exchange Rates, Mervyn King Says
  Bloomberg
• PBOC Sought Information From Fed as Chinese Stock Market Plunged
  Bloomberg
• Petrobras Posts Surprise Loss on Writedowns Amid Oil Rout
  Bloomberg
• Moody’s warns bond managers over Valeant
  FT

Sunday, March 20, 2016

General

• China's Central Bank Chief Sounds Warning Over Rising Debt
  Bloomberg
• China Has a $590 Billion Problem With Unpaid Bills
  Bloomberg
• China, Focused on Growth, Signals It Hasn’t Forgotten Leverage
  Bloomberg
• Greek Bailout Talks End Without Deal as Migrant Challenges Grow
  Bloomberg
• China bank governor warns over corporate debt
  FT

Evening

• Asia Stock Futures Point to Gains After S&P 500 Erases 2016 Drop
  Bloomberg
• Crude Declines for Second Day as U.S. Drillers Add Active Rig
  Bloomberg
• Wall Street's Pile of Unwanted Treasuries Exposes Market Cracks
  Bloomberg

Saturday, March 19, 2016

General

• Brazil Government to Fight Judge's Decision on Lula With Appeal
  Bloomberg
• 'Helicopter money' is not manna from heaven, Bundesbank chief says
  Reuters
• `Helicopter Money' Hurts Banks, ECB's Weidmann Tells Newspaper
  Bloomberg
• China Central bank vice governor: G20 policy coordination will help global growth, curb risks
  Reuters
• Struggling U.S. oil and gas companies eye rare financing deals
  Reuters
• Carrier Workers See Costs, Not Benefits, of Global Trade
  CNBC/NYT
• A Painful Farewell: SPIEGEL Correspondent Forced to Leave Turkey
  Der Spiegel
• The Next Disaster: Islamic State Expands as Libya Descends into Chaos
  Der Spiegel
• Risk of nuclear war in Europe growing, warns Russian ex-minister
  Reuters

Friday, March 18, 2016

General

• Shades of Plaza Accord Seen in Barrage of Stimulus After G-20
  Bloomberg
• Goldman Sachs: This Was One of the Most Dovish Fed Decisions of the 21st Century
  Bloomberg
• Oil hits 2016 high above $42 on production and demand outlook
  Reuters
• Emerging Markets Lead Stocks Higher as Oil Advances, Gold Drops
  Bloomberg
• Asian Stocks Head for Fifth Weekly Gain as Commodity Shares Rise
  Bloomberg
• New ECB loans lift clouds over Italy's banks, sovereign debt
  Reuters
• Europe Just Capped Its Biggest Week for Company Bond Sales
  Bloomberg
• China February Home Prices Rise as Major Cities Power Ahead
  Bloomberg
• How the herd mentality hurts hedge funds
  FT
• Ken Griffin's Main Citadel Funds Drop 8% in 2016 Market Swings
  Bloomberg
• Valeant's Bond Yields Are Signaling More Trouble Ahead: Chart
  Bloomberg
• Turns Out a 'Lie' Lurked Beneath the Bookends of the BRICS
  Bloomberg

Thursday, March 17, 2016

General

• Dollar Tumbles to 8-Month Low on Fed's Lower Rate-Path Forecasts
  Bloomberg
• Tokyo stocks slide on yen’s rise
  Japan Times
• Energy companies drain loans before banks clamp down
  Reuters
• Exclusive: Valeant lenders to prepare tough demands for default talks – sources
  Reuters
• Wall Street's Awful Quarter Is Hitting Goldman Sachs, Too
  Bloomberg
• Here's What Big Bank CEOs Have Made Since the Financial Crisis
  Bloomberg
• Brazil's Lula sworn-in amid protests, judge tries to block appointment
  Reuters
• South Africa Raises Benchmark Rate to 7% as Political Crisis Roils Rand
  Bloomberg
• More Hedge Funds Shuttered Than Opened in 2015 on Market Turmoil
  Bloomberg
• Buybacks Aren’t What They Used to Be
  WSJ
• Hamptons luxury home sales soften as Wall Street weakness takes a toll
  Reuters
• Boom Times for Fracking's Toxic Wastewater Come to a Shaky End
  Bloomberg
• Chinese hedge funds scramble as regulators clean up 'Wild East'
  Reuters
• China Sausage Maker Defaults After Dodging Nonpayment in October
  Bloomberg
• China’s Looming Currency Crisis
  WSJ
• Problems pile up for US public pensions
  FT
• Catalonia Said to Court Default in Game of Chicken With Spain
  Bloomberg
• Can Bill Ackman’s Reputation Recover from the Valeant Mess?
  VanityFair
• Stunning Global Heat Wave Pushes Planet Into Uncharted Territory
  Bloomberg

Evening

• Failed Treasury Trades Surge to Highest Since Financial Crisis
  Bloomberg
• Brazil: Judge suspends swearing-in of Lula da Silva to Cabinet post
  CNN
• Brazil's Central Bank Says It May Partially Unwind Swaps Program
  Bloomberg
• Draghi Said to Tell EU Leaders `No Alternative' to ECB Rate Cuts
  Bloomberg
• Lipper fund flows IG US$1.986bn inflow; HY US$1.679bn inflow
  Reuters
• Global Government Debt Is Actually Triple What We Thought, Thanks to Pensions
  WSJ
• Oil closes above $40 for first time since Dec.
  USAT
• Exclusive: U.S. sees new Chinese activity around South China Sea shoal
  Reuters

Wednesday, March 16, 2016

General

• Fed Scales Back Rate-Rise Forecasts as Global Outlook Weakens
  Bloomberg
• European Banks Slump as Cryan, Ermotti Signal Tough Year Ahead
  Bloomberg
• Central banks' 'forward guidance' proving a tricky policy tool
  Reuters
• Brazil Real Tumbles on Report of Possible Central Bank Shake-Up
  Bloomberg
• Brazilian Stocks, Real Tumble as Lula to Become Chief of Staff
  Bloomberg
• S&P Warns It May Cut Valeant Credit Ratings Deeper Into Junk
  Bloomberg
• Yuan Extends Drop as Tobin Tax Plan, Fed Concern Sour Sentiment
  Bloomberg
• Fed to Signal Worst Is Over, Hikes Coming: Decision-Day Guide
  Bloomberg
• Draghi Waiting With Kuroda for Fed to Help Euro, Yen Fall
  Bloomberg
• Core U.S. Consumer Prices Increase More Than Forecast Again
  Bloomberg
• Valeant's stock rout serves up $5.3 billion in hedge fund losses
  Reuters
• Peabody flags bankruptcy risk after skipping interest payment
  Reuters
• Deutsche Bank Shares Fall After CEO Forecasts Unprofitable Year
  Bloomberg
• Valeant Shatters Creditor Calm as Debt Casts Bigger Shadow
  Bloomberg
• China's Li Outlines Dual Growth-Reform Plan as Challenges Mount
  Bloomberg
• China’s Li Keqiang seeks to reassure public on government finances
  FT
• The U.S. is heading toward a dangerous showdown with China
  Washington Post, Ignatius
• Japan ruling party considers international arbitration over China dispute
  Reuters

Evening

• Global Risks Play Bigger Part in Fed's Rate-Rise Outlook
  Bloomberg
• Houston's $3 Billion of Debt Cut by Moody's After Oil-Price Drop
  Bloomberg
• Pershing Square Falls 26.4% Year Through March 15 on Valeant
  Bloomberg
• Brazil's Lula Is Coming Back and Investors Don't Like It One Bit
  Bloomberg
• Brazil Police Tapped Rousseff Discussing Lula Nomination: Globo
  Bloomberg

Tuesday, March 15, 2016

General

• Global Stocks Fall, Yen Jumps as Commodity Prices Slide 2nd Day
  Bloomberg
• Oil prices fall as clouds gather over supply picture
  Reuters
• Futures slip after BOJ comments; Fed in focus
  Reuters
• Bank of Japan Holds Fire on Stimulus, Negative Rate Unchanged
  Bloomberg
• Yen Gains After Bank of Japan Holds Pat on Negative Rate Policy
  Bloomberg
• Portugal Leads Slide in Bonds of Europe's Lower-Rated Countries
  Bloomberg
• Hedge Fund Pain Brings Malaise Worse Than '08 for Crowded Stocks
  Bloomberg
• Retail Sales in U.S. Decline After January Revised Down
  Bloomberg
• Subprime Auto Bond Delinquencies Highest in 20 Years, Says Fitch
  Bloomberg
• Lenders Are Getting Choosier When It Comes to Risky Real Estate Deals
  Bloomberg
• China Tobin Tax Riles Analysts as Citi Warns of Foreign Exodus
  Bloomberg
• Offshore Yuan Declines as China Seen Planning Currency Trade Tax
  Bloomberg
• China Drafts Rules for Tobin Tax on Currency Transactions
  Bloomberg
• Emerging Currencies Drop With Stocks on Renewed Fed Rate Concern
  Bloomberg
• Stanley Fischer and Lael Brainard Are Battling for Yellen’s Soul
  Bloomberg
• Brazil's largest party closer to backing impeachment after protests
  Reuters
• Brazil's Lula likely to take cabinet position - source
  Reuters
• Merkel Allies Balk at Visa Waivers for Turkey as EU Summit Looms
  Bloomberg
• Iran Warns of Possible ‘Armageddon’ if Syria Can’t Be Held Together
  WSJ
• Clashes spread to new areas of southeast Turkey after bombing
  Reuters

Evening

• Most Asian Index Futures Fall as Crude Nurses Slump Before Fed
  Bloomberg
• Drugmaker Valeant faces debt default risk; shares plunge 50 percent
  Reuters
• Oil ends down 2 percent on technical pressure, stockpiles worry
  Reuters
• U.S. Oil Companies Cut 100,000 Jobs to Survive Slump
  Bloomberg
• Brazil's ex-President Lula to accept cabinet post: presidency source
  Reuters
• Putin's Hand Grows Stronger as Right-Wing Parties Advance in Europe
  Bloomberg
• Argentina Coast Guard Sinks Chinese Vessel for Illegal Fishing
  Bloomberg