Daily News Links

8375 posts

Saturday, December 5, 2015

General

• Exclusive: ECB lowered stimulus ambitions after hitting opposition - sources
  Reuters
• While job growth lifts most of US economy, oil patch suffers
  Washington Post
• Fed Might Not Have the Luxury of Slow and Steady Rate Increases
  NYT
• Turkish deployment inside Iraq violates international law: Iraq president
  Reuters
• Far-right eyes big gains in French regional elections
  Reuters

Friday, December 4, 2015

General

• Draghi Says There Can't Be a Limit to ECB Action Within Mandate
  Bloomberg
• FT] Corporate debt downgrades hit $1tn worth of issues
• Treasuries Fall as U.S. Job Gains Support Fed Rate-Increase Bets
  Bloomberg
• Colombian Peso Leads Losses in Emerging Markets as Oil Tumbles
  Bloomberg
• Bond Rout Deepens in Euro Area as Draghi Underdelivers to Market
  Bloomberg
• Emerging Stocks Drop for Third Day as ECB Stimulus Disappoints
  Bloomberg
• U.S. trade deficit widens as exports hit three-year low
  Reuters
• Crowded Trades Collapse
  WSJ
• Rousseff Says Brazil's Impeachment Proceedings Are Coup Attempt
  Bloomberg
• Bonds Tumble by $270 Billion as Draghi, Yellen Batter Markets
  Bloomberg
• China's Bond Leverage Tops $1.2 Trillion in Replay of Stock Boom
  Bloomberg
• Agricultural Bank President Resigns Amid Report of Demotion
  Bloomberg
• Desperate Chinese steelmakers dump iron ore stocks
  Reuters
• ECB's Weidmann: We didn't need to ease
  Reuters
• Record-setting year for M&A activity
  Yahoo
• OECD Secretary General Has Asked Fed to Raise Rates Since 2014
  Bloomberg
• World's Woes Huddle on Greek Shores as Another Crisis Year Looms
  Bloomberg
• Opinion: Terrorist backlash boosting National Front in French vote
  MarketWatch

Evening

• Banks Said to Face SEC Probe Into Possible Credit Swap Collusion
  Bloomberg
• Draghi Says There Can't Be a Limit to ECB Action Within Mandate
  Bloomberg
• Macro Hedge Funds Caught Off Guard by ECB’s Move
  WSJ
• Brazil Central Bank Said to Demand BTG Sell Assets, Cut Trading
  Bloomberg
• Fitch Cuts BTG Pactual to Junk, Warns of Further Downgrades
  Bloomberg
• OPEC Unity Shattered as Saudi-Led Policy Leads to No Limits
  Bloomberg
• Credit-Market Swoon Sends Somber Message to Property Investors
  Bloomberg
• China Creates a World Bank of Its Own, and the U.S. Balks
  NYT

Thursday, December 3, 2015

General

• Stocks Plunge With Dollar, Bonds as ECB Decisions Disappoint
  Bloomberg
• Draghi Lifts QE to at Least 1.5 Trillion Euros to Boost Prices
  Bloomberg
• Euro-Area Bonds Extend Drop as Draghi QE Extension Disappoints
  Bloomberg
• Stocks Plunge With Bonds, Euro Rallies as ECB Moves Disappoint
  Bloomberg
• Euro Surges as Scale of ECB Stimulus Boost Disappoints Bears
  Bloomberg
• Emerging Stocks to Currencies Fall as Yellen Backs Rate Rise
  Bloomberg
• ECB Move Ripples Across Eastern Europe as Currencies, Bonds Drop
  Bloomberg
• Service Industries in U.S. Grew at Slower Pace in November
  Bloomberg
• What BTG Pactual's Mounting Crisis Means for Brazil and Beyond
  Bloomberg
• Gross Says `De-Risk' Portfolios as Wile E. Coyote Time Nears
  Bloomberg
• Brazil Goes From Crisis to Crisis as Impeachment Bid Moves Ahead
  Bloomberg
• China's all-important services sector weakens in November
  CNBC
• Saudi Arabia's big welfare spending faces the oil abyss
  CNBC
• Templeton Bond Guru Sees Pain Coming for Complacent Debt Traders
  Bloomberg
• Catalonia to pursue split from Spain despite court block, Mas says
  Reuters
• Putin issues sharp threats to Turkey for downing of Russian warplane
  Washington Post

Evening

• Asian Stocks Extend Global Rout as Draghi Disappoints Investors
  Bloomberg
• Top China Cop Targets Bankers After Putting Away Security Czar
  Bloomberg
• Dollar set for biggest loss against euro in over 6-1/2 yrs after ECB
  Reuters
• S&P posts biggest drop since September as ECB disappoints
  Reuters
• U.S. 10-Year Yield Posts Biggest 1-Day Rise Since July 2013
  Dow Jones
• Trendiest Trades in Global Bonds, Currencies Are Getting Crushed
  Bloomberg
• Draghi Cracks East Europe Shield Against Fed Rates as Bonds Drop
  Bloomberg
• 10 stocks leading the U.S. market lower
  MarketWatch
• Draghi's Weeks of Rhetoric Culminate in ECB Stumble on Stimulus
  Bloomberg
• BTG Funds Lose Half of Net Assets in Week After Esteves Arrest
  Bloomberg
• U.S. stock, bond mutual funds see 4th straight week of withdrawals - Lipper
  Reuters
• ECB Shows It Can't Be Markets' Best Friend Forever
  Bloomberg, El-Erian

Wednesday, December 2, 2015

General

• Brazil's Authorities in a Pickle as BTG Spillover Fear Spreads
  Bloomberg
• BTG Bonds Slump to New Lows as Downgrades Follow Esteves Arrest
  Bloomberg
• Partners in BTG Pactual take control from jailed founder Esteves
  Reuters
• Brazil’s BTG Pactual Works to Restructure After André Esteves Gives Up Control
  WSJ
• Hedge Funds Brace for Redemptions
  Bloomberg
• Fitch Warns Emerging Markets of Brazil-Like Mess on Private Debt
  Bloomberg
• BTG Pactual Cut to Junk by Moody's Following Esteves's Arrest
  Bloomberg
• Few Takers for Junk Bond Plunge
  Bloomberg
• Mario Draghi Is About to Become the World's Market Risk Manager
  Bloomberg
• Iran Says OPEC Remains Divided on Need for Oil Output Cut
  Bloomberg
• BTG Bonds Slump as Esteves Arrest Casts Pall Over Brazilian Bank
  NYT
• Emerging Markets Face Another `Challenging' Year, JPMorgan Says
  Bloomberg
• BOJ prepared to ease if emerging mkt slowdown hurts inflation trend: Deputy Guv
  Reuters
• China Said to Peg Local Debt Swap Program at 15 Trillion Yuan
  Bloomberg
• China behind 'massive' cyber-attack on Australian government: ABC
  Reuters
• Russia says it has proof Turkey involved in Islamic State oil trade
  Reuters
• Kremlin says NATO expansion to east will lead to retaliation from Russia
  Reuters
• Iraqi politicians, militias warn Abadi against U.S. force deployment
  Reuters

Evening

• More woes for Brazil bonds after impeachment report
  Reuters
• Billionaire Kinder's Pipeline Giant Plunges as Junk Status Looms
  Bloomberg
• The Biggest Mexico Bond Default in 20 Years Looms
  Bloomberg
• Yellen Ties Rate-Rise Pace to ‘Actual Progress’ on Inflation
  Bloomberg
• Rousseff to Face Impeachment in Brazil Beset by Recession
  Bloomberg
• Impeaching a Brazilian President Is Complicated: a Quick Guide
  Bloomberg
• NATO Unveils Plans to Grow, Drawing Fury and Threats From Russia
  NYT

Tuesday, December 1, 2015

Evening

• Citi: The Growth Model of Emerging Markets Is ‘Broken’
  Bloomberg
• Sydney Home Prices Drop Most in Five Years as Regulation Bites
  Bloomberg

General

• Manufacturing in U.S. Unexpectedly Shrinks Most Since June 2009
  Bloomberg
• Retailers' Store Sales Fell 10% Last Weekend, ShopperTrak Says
  Bloomberg
• Withering Demand Leaves Brazil GDP in 'Obituary' Condition
  Bloomberg
• China's Manufacturing PMI Weakens to Lowest in Three Years
  Bloomberg
• BTG Sees Another $224 Million Flee From Funds Following Arrest
  Bloomberg
• BlueCrest to Return All Outside Investor Money
  Bloomberg
• Chinese banks miss out on the party as Asian M&As pass $1 trillion mark
  Reuters
• Heavy Smog Forces Students Home as Pollution Enshrouds Beijing
  Bloomberg
• NATO allies seek to strengthen Turkey's defenses
  Reuters

Evening

• Fed's Evans Says December FOMC Rate Decision Makes Him Nervous
  Bloomberg
• Price Cuts Herald End of Sydney Home Boom as Foreigners Retreat
  Bloomberg
• Bonds of Apollo-Backed Claire's Plunge After Earnings Miss
  Bloomberg
• The CEO Paying Everyone $70,000 Salaries Has Something to Hide
  Bloomberg
• Moscow says Turkey shot down plane to protect oil trade with ISIS
  CNN

Monday, November 30, 2015

General

• IMF gives China's currency prized reserve asset status
  Bloomberg
• Bloomberg] Asian Shares Fall as Shanghai Brokers Extends Losses; Oil Gains
• China Stocks Recover Losses in Late Trading as Volatility Climbs
  Bloomberg
• Emerging Stocks Drop to Two-Week Low as China Selloff Roils Asia
  Bloomberg
• Saudi Borrowing Rate Soars in November as Bank Deposits Drop
  Bloomberg
• Esteves quits as head of Brazil's BTG Pactual amid graft probe
  Reuters
• IMF expected to include yuan in SDR currency basket
  CNBC
• ECB Left With No Choice But Action After Draghi Market Priming
  Bloomberg
• BOJ's Kuroda dismisses calls to go slow in hitting inflation target
  Reuters
• Emerging-Market Defaults Rise After Asia’s Debt Pileup
  WSJ
• Behind Puerto Rico’s Woes, a Broadly Powerful Development Bank
  NYT
• Tensions With Russia Add to a Chill in Turkey’s Economy
  NYT
• Russian raids repeatedly hit Syrian Turkmen areas, Moscow's data shows
  Reuters

Sunday, November 29, 2015

General

• Asian Stocks Slide After Chinese Selloff as Material Shares Drop
  Bloomberg
• Esteves Steps Down as BTG’s CEO, Chairman After Arrest Extended
  Bloomberg
• BTG's Partners Said to Plan Buying Esteves's Stake After Arrest
  Bloomberg
• China's Shadow Banking Risk Shifts to Booming Bond Market
  Reuters
• Citic, Haitong, Guosen Probed on Alleged Margin-Trading Breaches
  Bloomberg
• China brokerages investigated over margin trading contracts
  Reuters
• Did the Yuan Really Pass the IMF Currency Test? You'll Know Soon
  Bloomberg
• ECB ponders options as it looks to inject fresh economic stimulus
  FT/CNBC
• Chinese Pull Back From U.S. Property Investments
  WSJ
• Turkey's Prime Minister Criticizes Putin's Sanctions
  Bloomberg