Daily News Links

8814 posts

Thursday, June 9, 2016

General

• Stocks, Commodities End Winning Streaks as Growth Optimism Ebbs
  Bloomberg
• Negative rates stir bank mutiny
  FT/CNBC
• Global bond market rally puts financial stocks under pressure
  Reuters
• Markets send mixed signals as bund yields head to zero
  CNBC
• Korea Unexpectedly Cuts Rate to Support Debt Restructuring
  Bloomberg
• Bank of Japan Deputy Governor Hiroshi Nakaso warned of lingering global economic uncertainty
  Reuters
• China May consumer inflation cooler than expected but producer prices perk up
  Reuters
• How's That Credit Hedge Working Out For You?
  Bloomberg
• Trail of Defaults Leads to Dark Corner of Tax-Exempt Bond Market
  Bloomberg
• Debt traders miss credit default swaps as losses loom
  FT
• Japan protests after Chinese navy ship sails near disputed islands
  Reuters

Evening

• Asian stocks down, global bonds rally as 'Brexit' vote looms
  Reuters
• Illinois Downgraded to Lowest for Any State in Over a Decade
  Bloomberg
• A Breakdown in Old Rules Leads to a Rethink on How Global Markets Work
  Bloomberg
• Household Worth in U.S. Rose by $837.4 Billion in First Quarter
  Bloomberg
• Gross Says Negative Rates Are Like ‘Supernova’ That Will Explode
  Bloomberg
• Buying or renting, housing affordability just gets worse
  CNBC
• Japan’s Largest Bank Considers Quitting Role in Government-Bond Market
  WSJ
• BlackRock: What you should take away from Icahn, Soros bearishness
  CNBC

Wednesday, June 8, 2016

General

• Bonds, Commodities, Emerging Markets All Buoyed by Central Banks
  Bloomberg
• Yen Advances for Second Day as Traders Rule Out Fed Move in June
  Bloomberg
• Asian Stocks Advance as Oil Producers Gain; Chinese Shares Drop
  Bloomberg
• Goldman Says There's an Elevated Risk of a Big Market Selloff
  Bloomberg
• Mortgage applications jump 9.3% as rates fall
  CNBC
• Home prices keep rising — mostly for the rich
  MarketWatch
• China Exports Stabilize in May as Weaker Yuan Gives Support
  Bloomberg
• Draghi Fires Starting Gun on Corporate Bond Purchases in Europe
  Bloomberg
• ECB Keeps Buying and Buying, Sending Assets to New Peak: Chart
  Bloomberg
• China central bank holds line on growth forecast but sees more pain to come
  Reuters
• PBOC’s Ma Says Credit Curbs Mean Short-Term Pain, Long-Term Gain
  Bloomberg
• China’s Corporate Bonds Too Murky for Many Investors
  WSJ
• Disenchantment with E.U. Grows, Poll Finds
  NYT

Evening

• Japan Stock Futures Drop Amid Yen Jump; Oil, Copper Extend Gains
  Bloomberg
• Thiel Says ‘Real Bubble’ Is in Government Bonds, Negative Rates
  Bloomberg
• The ECB's Corporate Bond-Buying Is Making Waves All the Way to the U.S.
  Bloomberg
• Central banks in Catch-22 over currency reserves
  FT
• Soros Returns to Trading, Worried About World Economy, WSJ Says
  Bloomberg
• A Bearish George Soros Is Trading Again
  WSJ
• East China Sea Tensions Rise Over Chinese Ships, Plane Intercept
  Bloomberg

Tuesday, June 7, 2016

General

• Stocks Rally With Emerging Markets on Yellen; Pound Advances
  Bloomberg
• Oil hits 2016 high on ebbing supply, softer dollar
  Reuters
• Soothing Fed sounds send stocks to five-week high
  Reuters
• Asian Stocks Advance as Yen Lifts Topix, Commodity Shares Rally
  Bloomberg
• Yuan Depreciates for Second Day as PBOC Weakens Reference Rate
  Bloomberg
• China FX Reserves Slip to Four-Year Low on Strong Greenback
  Bloomberg
• College Loan Glut Worries Policy Makers
  WSJ
• Why Britain Is Edging Toward ‘Brexit’
  NYT
• U.S. investigators probe Goldman Sachs over Malaysian fund 1MDB: WSJ report
  Reuters

Evening

• Asia Stocks Signal Mixed Open Before Data as Aussie Holds Rise
  Bloomberg
• Oil hits 2016 high on U.S. draw forecasts, Nigeria worry
  Reuters
• Russia deploys troops westward as standoff with NATO deepens
  Reuters
• Weak U.S. productivity likely to remain a drag on profits
  Reuters
• The Fed's credibility gap is getting wider
  CNBC

Monday, June 6, 2016

General

• Pound Falls, Volatility Jumps as Polls Show Momentum for Brexit
  Bloomberg
• Japanese Stocks Tumble as Yen Gains Following U.S. Jobs Report
  Bloomberg
• Asian Stocks Drop as Japan Losses Offset Emerging-Market Gains
  Bloomberg
• Yuan Retreats to Lowest Since 2014 Versus Peers on Weak Fixing
  Bloomberg
• Global Yields Fall to Record as U.S. Jobs, Brexit to Hamper Fed
  Bloomberg
• YouGov Brexit poll for ITV shows 'Leave' leading 'Remain': Bloomberg
  Reuters
• China's Debt Load Is (Much) Higher Than Previously Thought, Goldman Says
  Bloomberg
• Global Governments Are Boosting Spending at the Fastest Rate since 2009
  Bloomberg
• Dollar’s Slide Upends Asia’s Best-Laid Plans
  WSJ
• US presses China on industrial glut at strategic dialogue
  Washington Post
• China Pushes Back Against U.S. Complaints of Industrial Overcapacity
  NYT
• Taiwan 'won't recognize' any Chinese air defense zone over South China Sea
  Reuters
• Italy's 5-Star protest party likely to seize Rome in setback for PM
  Reuters

Evening

• Brexit Worry Radiates Around World as Poll Puts Traders on Edge
  Bloomberg
• Yellen: No Rate Rise Until Economic Outlook Clears
  WSJ
• Fed’s Yellen sees rate hikes ahead, but few hints on when
  Reuters
• Boom-Bust in China’s Equity Market Leaves an Economic Hangover
  Bloomberg
• Lured by hopes of easy money, amateur Chinese commodity traders lose their shirts
  Reuters
• A photo of Steve Cohen's demolished $62 million mansion
  CNBC

Sunday, June 5, 2016

General

• Gulf Stocks Mixed as Ramadan Heralds Trading’s ‘Empty Period’
  Bloomberg
• China’s Regional Funding Fix Leaves Questions for S&P, Moody’s
  Bloomberg
• U.S., China Making ‘Great Progress’ in Currency Talks, Lew Says
  Bloomberg
• Kerry warns Beijing over air defense zone for South China Sea
  Reuters
• 'We have no fear of trouble': China talks tough over South China Sea
  CNN

Saturday, June 4, 2016

General

• After grim payrolls, focus turns to economy
  Reuters
• Fed's Mester says gradual rate hikes still appropriate after jobs report
  Reuters
• U.S. flexes muscles as Asia worries about South China Sea row
  Reuters
• Taiwan Calls on China to Heal Tiananmen Wounds, Seek Democracy
  Bloomberg

Friday, June 3, 2016

General

• Dollar and Stocks Slide, Bonds Rally With Gold After Jobs Data
  Bloomberg
• Bond Traders Wipe June Fed Hike Off Table on Job-Market Stunner
  Bloomberg
• Gold Surges Most in 11 Weeks as Payrolls Data Quashes Fed Bets
  Bloomberg
• Employers in U.S. Add 38,000 Workers, Fewest in Almost Six Years
  Bloomberg
• Fed likely to avoid rate hike before Britain votes on leaving EU
  Reuters
• US trade deficit increases 5.3 percent to $37.4 billion
  AP
• China May services growth cools to three-month low, hiring slows: Caixin PMI
  Reuters
• Lew Says China’s Overcapacity Skewing Markets; U.S. to Push Cuts
  Bloomberg
• US-China trade troubles grow
  WSJ/Yahoo
• The chase is on as investors find creative ways to bet against yuan
  Reuters
• Negative rates push Japanese investors into U.S. Treasuries, mortgage bonds
  Reuters
• Negative-yield debt breaks $10tn level for first time
  FT
• New car, new reality: Auto loan borrowing hits fresh highs
  CNBC
• Jamie Dimon just sounded the alarm on auto loans
  CNBC
• Bundesbank cuts German GDP forecasts on weaker export demand
  Reuters
• U.S. Walks a Fine Line on China Message Before Big Defense Forum
  Bloomberg

Evening

• Dollar Tumbles Most Since December as Jobs Data Dim Fed Outlook
  Bloomberg
• Weak U.S. Jobs Report Kills Hopes for June Fed Rate Hike
  Bloomberg
• German, U.K. Bond Yields End Week at Record Lows as Havens Rally
  Bloomberg
• Bond Rally Squeezes Hedge Funds That Were Most Short Since 2007
  Bloomberg
• Brazil’s Exploding Debt-to-GDP Is Going to Become a Problem Soon
  Bloomberg
• Goldman Flags $1 Trillion Reason for Fed to Go Slow on Rates
  Bloomberg
• It's China vs. the US at sea — and for Beijing, it's personal
  Reuters