Daily News Links

8814 posts

Thursday, June 2, 2016

General

• Japan Stocks Drop as Abe’s Lack of Stimulus Details Disappoints
  Bloomberg
• Yen Set for Longest Gain in Month Amid Concern Over Brexit, Fed
  Bloomberg
• Iran Resists Saudi Gesture for Unity as OPEC Fractures Reappear
  Bloomberg
• Puerto Rico’s U.S. Rescue Won’t Come Soon Enough to Halt Default
  Bloomberg
• The Explosion in Quasi-Sovereign Bond Issuance Is Making Analysts Queasy
  Bloomberg
• Corporate Bonds to Join Draghi’s Asset Purchases on June 8
  Bloomberg
• Corporate bonds join negative yield club
  FT
• European Banks’ Trillion-Dollar Bad-Loan Burden Spurs Cash Calls
  Bloomberg
• ‘Financial conditions’ indicator grips Fed watchers
  FT
• Goldman Says Hedge Funds Wedded to Top Picks Like Never Before
  Bloomberg
• Payday Loans’ Debt Spiral to Be Curtailed
  NYT
• China tells U.S., don't let allies set South China Sea policy
  Reuters

Wednesday, June 1, 2016

Evening

• Asian Stocks Drop Before Economic Reports, Speech by Japan’s Abe
  Bloomberg
• Double Blow for China Banks as Fed Worry Meets June Cash Crunch
  Bloomberg
• Populist as President Emerges as Option for Beleaguered Mexicans
  Bloomberg
• As Beijing flexes muscles in South China Sea, Malaysia eyes harder response
  Reuters

General

• Stocks, Oil Fall as Manufacturing Data Underwhelm; Bonds Climb
  Bloomberg
• Yen Rallies Most in a Month After Abe Says He’ll Delay Tax Hike
  Bloomberg
• Oil’s Slide Weighs on Ruble, Ringgit as South Korean Bonds Climb
  Bloomberg
• U.S. factory activity expands; construction spending tumbles
  Reuters
• After Brexit - Roadmap for a leap in the dark
  Reuters
• How the Feds Pulled Off the Biggest Insider-Trading Investigation in U.S. History
  Bloomberg
• Euro-Area Manufacturing Near Stagnation Signals Slowdown Ahead
  Bloomberg
• Japan PM to postpone sales tax rise, snap election off table for now
  Reuters
• Japan May factory activity shrinks at fastest pace in over three years - PMI
  Reuters
• PBOC Shines Light on Risks in $8 Trillion Shadow Loan Market
  Bloomberg
• China regulator inspects insurers' investment risk controls -paper
  Reuters
• China factory slowdown worsens in May, hopes for quick recovery fade - Caixin PMI
  Reuters
• Chart shows China’s debt bubble bigger than subprime bubble
  MarketWatch
• In China, Homeowners Find Themselves in a Land of Doubt
  NYT
• Erdoganomics Pushes Turkey Credit Risk Above Junk-Rated Russia
  Bloomberg
• Pension Funds Pile on Risk Just to Get a Reasonable Return
  WSJ
• Fed’s snail-like tightening cycle leaves bigger questions
  FT, El-Erian
• Support for mainstream German parties dips below 50%
  FT

Evening

• Asian Stocks Fall Second Day as Yen Weighs on Japanese Shares
  Bloomberg
• Dollar Falls Most Since April as Traders Look to May Jobs Data
  Bloomberg
• U.S. Economy Grows Modestly as Job Market Tightens, Fed Says
  Bloomberg
• Major Landlord Sends Warning About Rental Markets in NYC, San Francisco
  Bloomberg
• Going Broke Slowly: A Guide to Sprint’s $33 Billion Debt Dilemma
  Bloomberg
• Why the World Is Drawing Battle Lines Against American Tech Giants
  NYT

Tuesday, May 31, 2016

General

• Bonds Fall on Fed Outlook as European Stocks Decline; Gold Gains
  Bloomberg
• Consumer Spending in U.S. Climbs by Most in Almost Seven Years
  Bloomberg
• Home Prices in 20 U.S. Cities Increase Faster Than Forecast
  Bloomberg
• Risky Reprise of Debt Binge Stars U.S. Companies Not Consumers
  Bloomberg
• When Bigger Isn’t Better: Banks Retreat From Global Ambitions
  WSJ
• Rand Set for Worst Month Since 2013 as Downgrade Threat Looms
  Bloomberg
• Fed, China fears force investors to check out of Asia
  Reuters
• China rebuts currency criticism as renminbi takes big fall
  FT
• One-Minute Plunge Sends Chinese Stock Futures Down by 10% Limit
  Bloomberg
• Chinese Bonds Head for Worst Month in Year as Yuan Extends Loss
  Bloomberg
• Euro-Area Inflation Rate Stays Negative as ECB Mulls Outlook
  Bloomberg
• The Untold Story Behind Saudi Arabia’s 41-Year U.S. Debt Secret
  Bloomberg
• Global investors seek collateralised loans for their yield
  FT
• Market Stagnating for Prime Central London Homes on Brexit Fear
  Bloomberg
• China to 'pressure' U.S. on maritime issues, paper says
  Reuters
• Turkey counts cost of conflict as Kurdish militant battle rages on
  Reuters
• Turkey officially designates Gulen religious group as terrorists
  Reuters

Monday, May 30, 2016

General

• Bonds Fall With Emerging Markets as Dollar Gets Lift From Yellen
  Bloomberg
• Emerging Markets Pounded by Yellen as Run of Monthly Gains Stall
  Bloomberg
• Draghi’s First Good News in a Year Has $267 Billion Cost
  Bloomberg
• Fed's Bullard says global markets seem well-prepared for summer rate hike
  Reuters
• Defaults Threaten China's Wealth Management Market
  Bloomberg Video
• A new monetary order will only emerge from the next crisis
  FT
• China Lashes Out at US Defense Secretary Criticisms
  AP

Evening

• China's Slowdown Hits Nearby Economies Hardest
  Bloomberg
• The Big Short Is Back in Chinese Stocks
  Bloomberg
• Hong Kong Home Prices Have Much Further to Fall Before Controls Are Eased
  Bloomberg

Sunday, May 29, 2016

General

• Abe Aide Says Delaying Japan Sales-Tax Rise Is Only Option
  Bloomberg
• Negative Rates Failing to Spur Investment at Europe’s Companies
  Bloomberg
• Passive funds grow 230% to $6tn
  FT
• Emerging markets should shift from dollars into gold
  FT

Evening

• Asian Index Futures Signal Gains After Yellen; Yen Extends Drop
  Bloomberg
• China’s Stocks Extend Weekly Drop as Metals Shares Pace Retreat
  Bloomberg
• China Default Chain Reaction Threatens Products Worth 35% of GDP
  Bloomberg
• Goldman Sees End of Yuan ‘Sweet Spot’ Spurring Capital Outflows
  Bloomberg

Saturday, May 28, 2016

General

• Janet Yellen Sees Rate Hike Coming Soon
  WSJ
• Currency Tranquility Is Calm Before Storm as Risks Taunt Traders
  Bloomberg
• A Worrisome Pileup of $100 Million Homes
  NYT/CNBC
• Behind the Scenes, Billionaires’ Growing Control of News
  NYT
• 'Disaster in the Making': The Many Failures of the EU-Turkey Refugee Deal
  Der Spiegel

Friday, May 27, 2016

General

• Stocks Reach Three-Week High in Yellen Countdown as Oil Falls
  Bloomberg
• California’s Recovery Loses Luster as Tax Increases Set to Lapse
  Bloomberg
• Miami’s Condo Frenzy Ends With Inventory Piling Up in New Towers
  Bloomberg
• Farm Belt Banks Tighten the Buckle
  WSJ
• China April industrial profit growth slows from March
  Reuters
• Earnings fall at fastest rate since the Great Recession
  MarketWatch
• North Korea Linked to Digital Attacks on Global Banks
  NYT
• Equity fund outflows surpass $100bn in year to date
  FT

Evening

• Yellen Says Fed Hike Probably Appropriate in ‘Coming Months’
  Bloomberg
• Putin vows Russian retaliation over U.S. missile shield
  Reuters