Daily News Links

8373 posts

Thursday, November 5, 2015

General

• Emerging Market Currencies Slide on Fed Bets; U.S. Stocks Mixed
  Bloomberg
• Bonds Tumble Around the Globe as Fed Rate Odds Climb Past 50%
  Bloomberg
• Illinois Faces Millions in Extra Debt Costs From Budget Fiasco
  Bloomberg
• Fannie Mae posts $2B profit for 3Q; paying $2.2B dividend
  AP
• Is Europe's Economy So Bad the ECB Will Run Out of Things to Buy?
  Bloomberg
• BOJ Survey Data Reveals Signs of Growing Inequality in Japan
  Bloomberg
• A Little Humility, Please, Mr. Summers
  WSJ, Spence and Warsh
• Bomb by Islamic State likely caused Russian plane crash: security sources
  Reuters

Wednesday, November 4, 2015

Evening

• Barclays: Investors Are Way More Scared of China Than of Janet Yellen
  Bloomberg
• Commodity Crash Is New Road Block for Clean Energy, Goldman Says
  Bloomberg
• China's Big Development Plan Has Xi's Fingerprints All Over It
  Bloomberg

General

• Yellen Signals Solid Economy Would Spur December Rate Hike
  Bloomberg
• This Is the Worst U.S. Earnings Season Since 2009
  Bloomberg
• UBS: Emerging Markets Are Entering 'a New and Dangerous Phase' in 2016
  Bloomberg
• VW Emissions Crisis Spreads to More Cars
  Bloomberg
• Chinese Home Buying in Australia Is Easing, Credit Suisse Says
  Bloomberg
• China's Economy Is Worse Than You Think
  Bloomberg, Smith
• Stanley Druckenmiller: Here's how Fed 'bubble' will end
  CNBC
• Stanley Druckenmiller Offers a Bearish Warning
  NYT
• It's Been a Rough Year for Analysts Forecasting Central-Bank Decisions
  Bloomberg
• Asean Defense Chiefs Fail to Agree on Joint Declaration
  Bloomberg

Evening

• HSBC Explains How Markets Will Behave in a World of 'Quantitative Exhaustion'
  Bloomberg
• The Bear Case for China Sees PBOC Following Fed to Zero Rates
  Bloomberg
• Basel Threatens Market-Making in Securitized Debt, JPMorgan Says
  Bloomberg
• China’s Slowdown Raises Questions About Long-Term Growth
  NYT
• Growth in leveraged deals prompts credit risk warning
  FT

Tuesday, November 3, 2015

General

• Automakers See Another Blockbuster Month of Sales in the U.S.
  Bloomberg
• Fed's Big Three Expected to Reinforce December as Liftoff Option
  Bloomberg
• In This High-Yield Debt Revival, Only the Best Junk Need Apply
  Bloomberg
• China's Money Exodus
  Bloomberg
• Xi Says China Needs at Least 6.5% Growth in Next Five Years
  Bloomberg
• Ackman's fund lost 7.3 percent in October, off 19 percent for year
  Reuters
• Saudi PMI Falls to Record as Oil Weighs on Private Sector Growth
  Bloomberg
• 'New Turkey' to bear Erdogan's stamp as crackdown on dissent steps up
  Reuters

Monday, November 2, 2015

Evening

• China Stocks Drop for Second Day as Manufacturing Extends Slump
  Bloomberg
• Asia Stocks Fall on China Factory Data as Industrial Shares Drop
  Bloomberg
• Stock Futures Signal Drop as China Data Sinks Copper; Lira Soars
  Bloomberg
• China Steps Up Market Reforms Amid Record Capital Outflows
  Bloomberg
• Carry-Trade Revival Buoys Currency Investors Reeling From Shocks
  Bloomberg
• Bonds Send Same Ominous Signs No Matter Where in World You Look
  Bloomberg
• Kuroda Sows Doubts Among Some BOJ Watchers He Will Ease Again
  Bloomberg
• Turkey returns to single-party rule in boost for Erdogan
  Reuters
• US faces renewed challenge from Russian navy
  FT

General

• No Credit? No Problem as Auto Lender Taps Subprime Bond Appetite
  Bloomberg
• Paul Singer Says Aug. 24 Shows Stock, Bond Markets Are 'Unsound'
  Bloomberg
• Global factories struggle as stimulus fails to spur
  Reuters
• Manufacturing in U.S. Stagnated in October on Weak Global Sales
  Bloomberg
• Bloomberg] These Charts Suggest the Market May Have Had Enough of Share Buybacks
• How Changing Global Demographics Could Destroy One of the Most Popular Ideas in Portfolio Management
  Bloomberg
• Goldman Sachs Downgrades Valeant After Market's Loss of Confidence
  Bloomberg
• China Bonds Decline for Fourth Day as PBOC Rate Cuts Seen Ending
  Bloomberg
• Hidili Says Not in Position to Pay Bonds as China Defaults Mount
  Bloomberg
• Here's How Much QE Helped Wall Street Steamroll Main Street
  Bloomberg
• China's `Hedge Fund Brother No.1' Is Now Target of Insider Probe
  Bloomberg
• Chinese Manager of Highflying Funds Is Arrested in Insider Trading Case
  NYT
• Saudi role as ‘central banker’ for oil is eroded
  FT
• Airline blames 'external impact' for Egypt crash
  USAT

Evening

• Six Ways to Gauge How Fast China's Economy Is Actually Growing
  Bloomberg
• Erdogan says world must respect Turkish election result
  Reuters
• US overtakes Caymans and Singapore as haven for assets of super-rich
  UK Guardian
• Merkel's coalition woes deepen with row over refugee transit zones
  Reuters
• U.S. Navy plans two or more patrols in South China Sea per quarter
  Reuters

Sunday, November 1, 2015

General

• China's Slide Toward Debt-Deflation Trap Needs 5-Year Plan Fix
  Bloomberg
• Down $4 Trillion, China Faithful Buy Stocks That Hurt Them Most
  Bloomberg
• Dubai Stocks Fall to 2-Month Low as Saudi Downgrade Jolts Gulf
  Bloomberg
• China’s Official Factory Gauge Shows Contraction Continues
  Bloomberg
• China official October factory, services surveys show economy still wobbly
  Reuters
• As Swedish Central Bank Fights Deflation, Housing Bubble Worries Mount
  Reuters
• German Coalition Leaders to Meet Again Thursday on Refugees
  Bloomberg
• Erdogan's Party Sweeps Back to Power in Turkey With Surprise Win
  Bloomberg
• Divided Turkey votes in snap election, security fears loom large
  Reuters
• China Conducted Military Drills in Past Week
  WSJ

Saturday, October 31, 2015

General

• Puerto Rico Fails to Provide Fiscal 2014 Report by Deadline
  Bloomberg
• Puerto Rican Govt Could Run Out of Cash Nov. 15, Report Says
  Bloomberg
• Exclusive: Beyond Valeant, U.S. payers scrutinize other drugmaker ties to pharmacies
  Reuters
• Greek Banks Must Raise 14.4 Billion Euros After ECB Test
  Bloomberg
• Turkey Goes Back to Polls Seeking to Break Political Deadlock
  Bloomberg
• Why Turkey’s election is a very big deal
  Washington Post
• Analysis: China faces mounting pressure over maritime claims
  Washington Post

Friday, October 30, 2015

General

• Puerto Rico Bond Yields Reach Record High as Default Risks Mount
  Bloomberg
• U.S. Consumer Spending Rose Less Than Forecast in September
  Bloomberg
• BOJ Refrains From Adding Stimulus Even as Inflation, Growth Wane
  Bloomberg
• Valeant Says It's Cutting Ties With Troubled Pharmacy Philidor
  Bloomberg
• Oil Producers Curb Megaproject Ambitions to Focus on U.S. Shale
  Bloomberg
• Hong Kong Dollar Peg Intervention Swells to Biggest Since 2009
  Bloomberg
• Merkel Loses Cool in China Before Crisis Talks With Coalition
  Bloomberg
• The Long Shadow of Europe’s Big Banks
  NYT, Eavis
• U.S. stock ETFs posted $8.2 billion inflows over weekly period: Lipper
  Reuters
• China naval chief says minor incident could spark war in South China Sea
  Reuters

Evening

• Saudi Arabia Cut to A+ From AA- by S&P After Oil Prices Plunge
  Bloomberg
• Junk-Bond Paranoia Gives Way to Relief in October Bargain Hunt
  Bloomberg
• `How Crazy Is That?': Left Dismisses Ackman's Valeant Defense
  Bloomberg
• Hedge Funds Hit by Rebound in Global Stocks
  WSJ
• Germany's ability to act on migrants threatened, Merkel deputy says
  Reuters
• U.S. to send special forces to Syria, truce sought after peace talks
  Reuters
• Russian calls for Cold War civil defense training to be revived
  Reuters
• European Union sides with United States on South China Sea incident
  Reuters