Daily News Links

8592 posts

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

Monday, March 14, 2016

General

• Stocks Rally Winning Fans as Central Banks Lift Credit, Bonds
  Bloomberg
• There's Only One Buyer Keeping S&P 500's Bull Market Alive
  Bloomberg
• More Trouble in Bonds Backed by Peer-to-Peer Loans
  Bloomberg
• The Stocks Hedge Funds Hate Are Performing Better Than Those They Love
  Bloomberg
• Fears rise over US car loan delinquencies
  FT
• Fed to sit tight on rates at March meet, hint at hikes to come
  Reuters
• Bank of Japan scrambles to find positives in negative rates
  Reuters
• China's 'easy' home financing could raise property bubble risk
  Reuters
• China to crack down on P2P lenders
  FT
• Chinese Bid For Starwood Hotels & Resorts Rekindles Memories Of Japan's 1980s Merger Mania
  Forbes
• China Burns Hedge Funds as $562 Million Yuan Bet Turns Worthless
  Bloomberg
• Germans Turn to Trump-Style Politics in Challenge to Merkel
  Bloomberg
• Labor Protests Multiply in China as Economy Slows, Worrying Leaders
  NYT
• Millions Join Brazil Impeachment Chorus in Threat to Rousseff
  Bloomberg
• Turkish warplanes strike Kurdish militant bases after deadly Ankara attack
  Washington Post

Evening

• Asian Stocks Drop Before BOJ Decision as Material Shares Retreat
  Bloomberg
• Wall Street Strategists Downgrade Equities Citing Lack of Central Bank Bullets
  Bloomberg
• India's Ugly Bad-Loans Situation Is About to Get Even Worse
  Bloomberg
• China Party Faithful Warned to Toe Line as Xi Nears Key Juncture
  Bloomberg

Sunday, March 13, 2016

General

• Dubai Stocks Gain Most in Mideast as ECB Spurs Risk Appetite
  Bloomberg
• Weakening China Growth Challenges Leadership Wedded to 6.5% Goal
  Bloomberg
• Mario Draghi's Lesson for Kuroda: Loose Lips Sink Policy Ships
  Bloomberg
• China Pledges Greater Effort to Crack Down on Financial Crime
  Bloomberg
• China rebuts economy doomsayers
  FT/CNBC
• Central banks lurch from topsy-turvy 1970s to helicopter money
  FT, Plender
• Bangladesh bank says hackers tried to steal $951 million
  Reuters
• Bangladesh Vows to Act Against its Central Bank Over Cyber Heist
  Bloomberg
• Merkel Faces Triple Challenge as Refugees Impact State Votes
  Bloomberg
• Germans flock to vote in "Super Sunday" test for Merkel
  Reuters
• Brazil Protesters Assemble as Rousseff's Future Hangs in Balance
  Bloomberg
• Brazilians return to streets to call for Rousseff's exit
  Reuters

Evening

• Asian Stocks Rise for Third Day Ahead of Central Bank Meetings
  Bloomberg
• Merkel's CDU Loses Support in Elections Swayed by Refugee Crisis
  Bloomberg
• German anti-immigration party celebrates dizzying rise
  Reuters
• Hundreds of thousands protest throughout Brazil
  Washington Post
• Gold Believers Scoff at Goldman Warning as Wagers on Rally Rise
  Bloomberg
• The Effects of a Month of Negative Rates in Japan
  Bloomberg
• Anti-refugee party makes big gains in German state elections
  UK Guardian