Daily News Links

8373 posts

Thursday, October 29, 2015

General

• Global Stocks Fall as Fed Dents Emerging Markets; Bonds Decline
  Bloomberg
• Economic Growth Cools as U.S. Companies Rein in Inventories
  Bloomberg
• BofAML: Markets Are Once Again Mispricing Tail Risk in Credit
  Bloomberg
• What Wall Street Is Saying About The Fed's Hawkish Hold
  Bloomberg
• Asia stocks slip, dollar strong after Fed keeps December hike in play
  Reuters
• BOJ Bazooka Beats the Rest at QE as Balance Sheet Keeps Swelling
  Bloomberg
• China Working to Halt Commercial Cyberwar in Deal With Germany
  Bloomberg
• NATO Looks at Stationing More Troops Along Eastern Flank
  WSJ

Evening

• BOJ Decision-Day Guide: Kuroda Mulls Stimulus as Growth Withers
  Bloomberg
• China Banks Piling on Risky Debt Test Faith in Wealth Products
  Bloomberg
• Puerto Rico Leaves Bondholders Guessing on December Payments
  Bloomberg
• Health Care Companies in Merger Frenzy
  NYT
• Where Prices Start at $115 Million: Bel Air’s Trophy Home Boom
  WSJ

Wednesday, October 28, 2015

Evening

• UBS Analyst Who Called Emerging-Market Rout Sees Rebound Fading
  Bloomberg
• For Fed, a Rates Puzzle Looms
  WSJ
• Nervous investors pay to lend to Italy
  FT

General

• Fed Considers December Rate Rise, Sees ‘Moderate’ Expansion
  Bloomberg
• Bond Yields From Finland to Germany Sink to Records on QE Wagers
  Bloomberg
• China Stocks in Hong Kong Drop Most in a Month on Profit Concern
  Bloomberg
• Market Forces Challenge the Fed’s Power Over Rates
  WSJ
• Fed Seen as Unlikely to Raise Rates, as Pressures Mount From Both Sides
  NYT, Appelbaum
• Top 100 CEO Retirement Savings Equals 41% of U.S. Families
  Bloomberg
• ECB Officials Haggle Over Fresh Stimulus in Draghi's Aftermath
  Bloomberg
• Draghi's compromise with doves heralds ECB policy easing in December
  Reuters
• Kuroda's Stimulus Toolkit: Here Are Options for Bank of Japan
  Bloomberg
• Emerging markets sell-off enters a more dangerous phase
  FT
• China Steel Head Says Demand Slumping at Unprecedented Speed
  Bloomberg
• Iron Ore Sinks Below $50 as China Demand Sags, Supply Jumps
  Bloomberg
• Chinese consumer sentiment indicator slumps in October
  CNBC
• Standard & Poor's Rattles the Hybrid Debt Market
  Bloomberg
• U.S. Rivalry With China Heats Up Over Key Asia Shipping Lane
  Bloomberg

Evening

• Emerging-Market Credit Downgrades Soar to Overtake 2014 Tally
  Bloomberg
• Bloomberg] Fed Pivots Toward December Rate Rise Amid Moderate U.S. Growth
• Pressure mounts on Brazilian Congress to impeach president
  Reuters
• Ackman’s Pershing Square Holdings Loses 15.9% on Valeant
  Bloomberg
• Owning Half of Japan's ETF Market Might Not Be Enough for Kuroda
  Bloomberg
• As Obama weighed patrol to counter China, Pentagon urged faster action
  Reuters
• China Pushes Back Against U.S. Influence in the Seas of East Asia
  NYT
• Erdogan says Turkey may hit U.S.-backed Syrian Kurds to block advance
  Reuters

Tuesday, October 27, 2015

General

• Yen Strength Returns as Central Bank Meetings Spur Risk Aversion
  Bloomberg
• Energy Prices Retreat With Global Stocks Ahead of Fed Meeting
  Bloomberg
• Brazil Real Falls for Second Day on Renewed Concern Levy Leaving
  Bloomberg
• Ruble Has Worst Day in Eight Weeks as Tax-Payment Season Ends
  Bloomberg
• JPMorgan's Advice to Currency Traders: Keep Calm and Carry on Briefly
  Bloomberg
• August Home Prices in 20 U.S. Cities Appreciate at Faster Pace
  Bloomberg
• Orders for Business Equipment in U.S. Unexpectedly Decline
  Bloomberg
• The Fed Strives for a Clear Signal on Interest Rates
  WSJ, Hilsenrath
• With global outlook weak, many U.S. companies tighten belts
  Reuters
• Inside the Secretive Circle That Rules a $14 Trillion Market
  Bloomberg
• Survey: Millennials around the world worry most about economic inequality
  USAT
• In China’s Alleyways, Underground Banks Move Money
  WSJ
• China's Top Graft Buster Turns Sights on Financial Industry
  Bloomberg
• Insight - Turkey is looking more and more like its troubled neighbours
  Reuters
• China army says West trying to 'falsify' Communist Party history
  Reuters
• Angry China says shadowed U.S. warship near man-made islands in disputed sea
  Reuters
• China says U.S. naval destroyer sailing close to Chinese-built island damages peace and stability
  Washington Post

Monday, October 26, 2015

Evening

• Asian Stocks Extend Two-Month High as China Cuts Interest Rates
  Bloomberg
• Pressure for Yuan Depreciation Seen Building After PBOC Eases
  Bloomberg
• Russian Presence Near Undersea Cables Concerns U.S.
  NYT

General

• Sales of New U.S. Homes Slump to Lowest Level Since November
  Bloomberg
• U.S. Companies Warn of Slowing Economy
  WSJ
• A Short History of Chinese Bond Defaults
  Bloomberg
• Valeant and Pharmacy More Intertwined Than Thought
  WSJ
• Central Bankers Bow to Market Pressure as Eyes Turn to Fed-BOJ
  Bloomberg
• China's Rate Swaps Declines With Yuan as PBOC Easing Adds Funds
  Bloomberg
• Yen Price Swings Versus Euro Surge as Draghi Seen Pressuring BOJ
  Bloomberg
• PBOC: Our big easing nothing like ECB's, Fed's QE
  CNBC
• Credit Downgrade Lurks as South Africa's Default Risk Increases
  Bloomberg
• U.S. money laundering probe into Deutsche Moscow unit widens - FT
  Reuters
• Asset managers suffer as oil funds withdraw cash
  FT
• A China twist: why are malls closing if consumption is rising?
  Reuters
• China's Bid to Prop Up Property Investment Challenged Amid Glut
  Bloomberg
• Poland's lurch to the right stirs anxiety in Brussels
  Reuters
• U.S. Navy to send destroyer within 12 miles of Chinese islands
  Reuters

Evening

• Asia Stocks Slip From Two-Month High as Investors Await Fed, BOJ
  Bloomberg
• The Most Important Developments Since the Fed Met in September
  Bloomberg
• Natural Gas Plunges to Lowest Since April 2012 on Mild Weather
  Bloomberg
• U.S. destroyer to pass islands in South China Sea within 24 hours
  CNN
• US to challenge China with Spratly Islands operation
  FT

Sunday, October 25, 2015

General

• China's Leaders Shift From Short-Term Stimulus to Five-Year Plan
  Bloomberg
• Yuan Bears Forecasting Devaluation Test Offshore Market Nerves
  Bloomberg
• Barclays to BlackRock Say the China Rebound Rally Won't Last
  Bloomberg
• China premier says 7 percent growth goal never set in stone
  Reuters
• Support for Merkel's conservatives at three year low on refugee crisis
  Reuters
• India to Squeeze State-Run Companies as Deficit Worries Mount
  Bloomberg
• California’s Growers Bear Brunt of Drought Woes
  WSJ
• ECB and Fed reverse their traditional roles
  FT, Davies

Saturday, October 24, 2015

General

• The Fed's Next Big Decision May Not Be About Rates
  Bloomberg
• Draghi Jolt for European Bonds Has Market Hungry for What's Next
  Bloomberg
• China central bank sees 'very normal' growth of 6-7 percent in next few years
  Reuters
• U.S. patrols to raise stakes with Beijing in disputed South China Sea
  Reuters
• New Russian Military Might on Full Display in Syria
  NYT

Evening

• Misshapen budget priorities take center stage in Illinois
  Reuters
• NYT, Lowenstein] The Central Bank Skeptic Who Helped Give Birth to the Fed
• The 57-Year-Old Chart That Is Dividing the Fed
  NYT, Irwin

Friday, October 23, 2015

General

• Technology Stocks Lead Rally as S&P 500 Wipes Out Loss for Year
  Bloomberg
• China Cuts Interest Rates, Reserve Ratio to Counter Slowdown
  Bloomberg
• Stocks Jump on China Rate Cut, Google Earnings; Commodities Rise
  Bloomberg
• Gold Climbs After China Cuts Rates, Draghi Hints at Stimulus
  Bloomberg
• Garcia Padilla: May have to choose between creditors and services
  CNBC
• Draghi Injects New Life Into Euro Carry Trade, Sends Kiwi Flying
  Bloomberg
• $6.5 Billion in Energy Writedowns and We're Just Getting Started
  Bloomberg
• Investment Grade Ain't What It Used to Be in Nervous Bond Market
  Bloomberg
• Wall Street takes a more cynical view of Fed stimulus
  Financial Times, Sender
• Lunch with the FT: Ben Bernanke
  Financial Times
• German Manufacturing Takes a China Hit
  Bloomberg
• Exclusive: BOJ to cut price forecast for next FY only slightly - sources
  Reuters
• China Home Prices Increase in More Cities on Looser Credit
  Bloomberg
• Bond Market Turns Against African Borrowers as Debt Costs Soar
  Bloomberg
• China Military Seeks to Bring Cyber Warfare Units Under One Roof
  Bloomberg

Evening

• IMF Said to Give China Strong Signs of Reserve-Currency Nod
  Bloomberg
• America’s Heartland Feels a Chill From Collapsing Commodity Prices
  NYT
• Meet the Market Cap-tains: The $300 Billion Club, By the Numbers
  WSJ
• Fed Will Weigh Up ECB's Stimulus Push as It Readies Rates Message
  Reuters
• Companies' mad dash for debt hitting record levels
  CNBC
• China’s Central Bank Moves to Spur Economic Growth
  WSJ