Daily News Links

8814 posts

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

Sunday, July 10, 2016

General

• G-20 Trade Ministers See Global Investment Falling Up to 15%
  Bloomberg
• EU Banks Need $166 Billion, Deutsche Bank Economist Tells Welt
  Bloomberg
• Abe Set to Expand Majority in Upper House Election: NHK
  Bloomberg
• China's soft inflation, grim global outlook point to more stimulus
  Reuters
• The Waiting Game: Playing for Time After Brexit
  Der Spiegel

Evening

• Asian Stocks Climb After U.S. Payrolls as Japan Leads Advance
  Bloomberg
• Will Brexit Spark a Constitutional Crisis in the U.K.? Q&A
  Bloomberg
• North Korea military threatens physical response against U.S. THAAD deployment
  Reuters
• Beijing’s Defiance in the South China Sea
  WSJ

Saturday, July 9, 2016

General

• Hollande Says U.S. Election Risks Turning Into Brexit Vote II
  Bloomberg
• In Negative-Yield Era, Whopping Data Can’t Stop Treasuries Rally
  Bloomberg
• Stock of QE-Eligible Bunds Keeps Shrinking as Rally Gathers Pace
  Bloomberg
• British government rejects petition calling for second EU referendum
  Reuters
• Global economy 'grim' and G20 must step up to fix it: China
  Reuters
• Chinese Navy Holds Live-Fire Drills in South China Sea
  AP

Friday, July 8, 2016

General

• US created 287K jobs in June vs. 175K expected, unemployment rate at 4.9 pct
  CNBC
• Treasuries Yield Curve Shrinks to Flattest Since 2007: Chart
  Bloomberg
• Yen Rises to Top This Week on Haven Demand as U.S. Payrolls Loom
  Bloomberg
• Yuan Declines for Fifth Week as PBOC Seen Cutting Back Support
  Bloomberg
• No Quick Fix to Free $23 Billion Frozen in U.K. Property Funds
  Bloomberg
• Italy State Intervention on Banks May Be Needed, Visco Says
  Bloomberg
• The Italian job
  The Economist
• The Problem(s) With Europe's Banks
  Bloomberg
• China Said to Consider Aid Package for Struggling State Firms
  Bloomberg
• Why Traders Have Lost Their Touch
  Bloomberg, Das
• ECB’s Constâncio Calls for Considering Public Support of Eurozone Banks Post-Brexit
  WSJ
• Brexit contagion fears centre on European banks
  FT
• Foreign Interest in U.S. Homes Cools
  WSJ
• The Persian Gulf’s Huge New Export: Debt
  WSJ

Evening

• S&P 500 at Record’s Door as Rally With Bonds Rewrites History
  Bloomberg
• S&P and Treasurys Both Near Records. Wait, What?!
  WSJ
• China’s Banks Are Sitting on a Lumpy Cushion
  WSJ
• NATO agrees to reinforce eastern Poland, Baltic states against Russia
  Reuters