Daily News Links

8592 posts

Saturday, February 6, 2016

General

• China's Tricky Problem With eZubao, Shadow Banking And Financial Repression
  Forbes
• Unpaid and angry, some Chinese workers ditch holidays to protest
  Reuters
• Ponzi Scheme in China Gained Credibility From State Media
  NYT
• North Korea brings forward rocket launch to as soon as Sunday
  Reuters
• Syrians flee to Turkish border as Aleppo assault intensifies
  Reuters

Friday, February 5, 2016

General

• Wall St. falls sharply after jobs data, tech stock selloff
  Reuters
• Trade Gap in U.S. Widens as Exports Fall to Four-Year Low
  Bloomberg
• U.S.-based stock funds post 5th straight week of withdrawals: Lipper
  Reuters
• Lipper fund flows IG US$1.451bn outflow; HY US$40.897m outflow
  Reuters
• Payrolls in U.S. Climb as Jobless Rate Declines, Wages Rise
  Bloomberg
• How Much Global Oil Output Halted Due to Low Prices? Just 0.1%
  Bloomberg
• Citi: World economy seems trapped in ‘death spiral’
  CNBC
• Canada Unemployment Rate Rises With Alberta’s Highest Since 1996
  Bloomberg
• Brazil Inflation Unexpectedly Quickens to Fastest Since 2003
  Bloomberg
• Chinese Brokers Post `Ugly' January Profits Amid Rout, CICC Says
  Bloomberg
• China Foreign Reserves Head for Record Drop on Yuan Defense
  Bloomberg
• Ukrainian Bonds Plummet as Government Unity Efforts Stumble
  Bloomberg
• Negative creep
  Economist
• Petrodollars as the new vendor-financing feedback loop of hell
  FT
• Global financial stocks slide to new lows
  FT
• You thought Syria couldn't get much worse. Think again
  CNN

Evening

• Tech Rout Caps Week of Reversals as Economy, Earnings Hit Stocks
  Bloomberg
• Hedge funds post worst start to year since 2008 -HFR
  Reuters
• Gundlach Says 'Frightening' Seeing Financial Stocks Below Crisis
  Bloomberg
• Lending to emerging markets comes to halt
  FT
• The Oil Rout’s Surprise Victims
  WSJ
• Conflicting Economic Indicators Challenge Fed’s Policy Makers
  NYT

Thursday, February 4, 2016

General

• European Financials' Credit Risk Surges to Highest Since 2013
  Bloomberg
• Bloomberg] Crude Adds to Gains as Dollar Slide Worsens; U.S. Stocks Mixed
• Dollar Drop Boosts Commodities as Exporters Damp European Stocks
  Bloomberg
• U.S. Productivity Falls Most Since Early 2014, Labor Costs Jump
  Bloomberg
• PBOC Raises Yuan Fixing Most in Two Months in Challenge to Bears
  Bloomberg
• China's Debt Default Risk Climbs to Highest Since June 2013
  Bloomberg
• Wednesday's Market Mayhem Shows How Four Huge Asset Classes Are Intertwined
  Bloomberg
• EU Slashes 2016 Inflation Forecast to 0.5% as Growth Seen Slower
  Bloomberg
• ECB's Draghi says failing to act early on inflation is risky
  Reuters
• Carney Sees Unforgiving World as Inflation Outlook Cut Again
  Bloomberg
• Thanks to Banks, Italy Stocks Reverse Peer-Beating 2015 Gain
  Bloomberg
• China says FX reserves remain abundant despite recent falls
  Reuters
• Chinese Companies Are Shopping Abroad at Record Pace
  WSJ
• BOJ board among those surprised by negative interest rate plan
  Reuters
• Credit Suisse Drops as Investment Bank Slump Deepens Losses
  Bloomberg
• Glencore Credit Rating Cut to Lowest Investment Grade at S&P
  Bloomberg

Evening

• Asian Stocks Fall as Japanese Shares Drop Amid Strengthening Yen
  Bloomberg
• Bloomberg] Yen Set for Best Week Since 2009 as Fed Outlook Overtakes BOJ
• Short Squeeze Fuels Biggest One-Day Rallies in S&P 500: Chart
  Bloomberg
• Plaza Accord II Faces High Hurdles to Move From Talk to Reality
  Bloomberg
• Hong Kong Homeowners Under Water as Property Prices Slump: Chart
  Bloomberg
• China Confirms Three Missing Hong Kong Booksellers Under Probe
  Bloomberg
• Unpaid and angry, some Chinese workers ditch holidays to protest
  Reuters
• Russia and Turkey trade accusations over Syria
  Reuters

Wednesday, February 3, 2016

General

• U.S. Stocks Erase Loss on Oil as Dollar Plunges Most in 7 Years
  Bloomberg
• Service Industries in U.S. Expand at Slowest Pace Since 2014
  Bloomberg
• U.S. Companies at Risk of Default Near Crisis Peak, Says Moody's
  Bloomberg
• German Note Yield Drops Below Minus 0.5% as Rally Gathers Pace
  Bloomberg
• China's Biggest Ponzi Scheme Shows Rot in Internet Financing
  Bloomberg
• Yuan Gap Widens Again as Depreciation Bets Swamp PBOC Fightback
  Bloomberg
• Fed's Dudley to MNSI: Tightening financial conditions a concern
  Reuters
• Funds reverse bullish bets on banks
  FT
• BOJ Kuroda says ready to use more policy options to boost inflation
  Reuters
• A Warning on Bankruptcy in Puerto Rico’s Debt Crisis
  NYT
• China imposing limits on HK insurance purchases - sources
  Reuters
• Goldman Sachs Says It May Be Forced to Fundamentally Question How Capitalism Is Working
  Bloomberg
• What's Causing All the Market Turmoil?
  Bloomberg Video: Jim Grant
• Ukrainian Economy Minister Quits as Government Cracks Widen
  Bloomberg
• Ukraine's Poroshenko sees increased risk of open war with Russia
  Reuters

Evening

• Dollar Suffers Worst Day in 7 Years as Traders Face Fed Reality
  Bloomberg
• Bank Selloffs Replacing Oil Rout as Stock Market Pressure Point
  Bloomberg
• Fed's Dudley Says Financial Conditions Tighter Since December
  Bloomberg
• Kyle Bass: China banks months away from ‘danger territory’
  CNBC
• Toxic Loans in China Weigh on Global Growth
  NYT, Eavis
• With NFL Rams gone, St. Louis still stuck with stadium debt
  Reuters
• Japan puts military on alert to shoot down North Korean rocket
  UK Guardian
• Afghanistan is on the brink after US invests $100 billion
  CNBC

Tuesday, February 2, 2016

General

• Stocks Drop as Deepening Oil Rout Hits Earnings; Treasuries Jump
  Bloomberg
• Corporate Distress Deepens as Emerging Bond Spread Widens
  Bloomberg
• Brazilian Stocks Slump as Bad-Loan Concerns Spark Itau Tumble
  Bloomberg
• Russia Bonds Drop as Ruble Rout Seen Reducing Rate-Cut Prospects
  Bloomberg
• Oil Selloff Drags Asian Energy Stocks Lower as Ringgit Retreats
  Bloomberg
• Fearing lean times, U.S. companies tighten purse strings
  Reuters
• PBOC Said to Ask Lenders to Control Wealth Management Funds
  Bloomberg
• China Unleashes New Steps to Control Financial Risks, Outflows
  Bloomberg
• Oil falls on China economic woes, rising OPEC supply
  Bloomberg
• Brazil Industry Drops Most in 12 Years With December Surprise
  Bloomberg
• Yuan Derivatives Blowup Curses Taiwan Businesses With Defaults
  Bloomberg
• China Will Probably Have to Impose Capital Controls, SocGen Says
  Bloomberg
• Kuroda Surprise Poses $250 Billion Question for Japanese Banks
  Bloomberg

Evening

• Stock Rout Deepens in Asia as Oil Slumps Below $30; Yen Climbs
  Bloomberg
• Yen Shrugs at BOJ Negative Rate as Fear and Oil Drive Haven Bid
  Bloomberg
• Credit Market Fear Gauge Jumps as Oil Plunge Renews Global Rout
  Bloomberg
• Bank Bear Market Gets Worse as Goldman, Citi Sell Off Again
  Bloomberg
• China's $7.6 billion Ponzi scam highlights growing online risks
  Reuters
• S&P thinks 10 of the world's biggest oil companies just got a lot riskier
  Business Insider
• The Fed Wants to Test How Banks Would Handle Negative Rates
  Bloomberg
• Exxon slashes spending after smallest profit in years
  Reuters

Monday, February 1, 2016

General

• Asian Stocks Advance for Fourth Day Amid Central Bank Optimism
  Bloomberg
• China's January Manufacturing PMI 49.4
  Bloomberg
• Beijing says U.S. warship 'sabotaged the peace' by sailing near island in South China Sea
  LA Times

General

• U.S. Stocks Slump as Oil Sinks on China Data; Treasuries Slide
  Bloomberg
• Commodities Drop Weighs on Stocks, Currencies After China Data
  Bloomberg
• Oil falls on China data and fading prospects of OPEC action
  Reuters
• China's Stocks Extend Worst Rout Since 2008 on Growth Concerns
  Bloomberg
• Emerging Stocks Fall as China Manufacturing Weakens; Won Slides
  Bloomberg
• Manufacturing in U.S. Contracted in January for a Fourth Month
  Bloomberg
• Puerto Rico Proposes 46% Reduction of Debt in Restructuring
  Bloomberg
• China's Record Factory Gauge Slump Adds to a Policy Dilemma
  Bloomberg
• BofA: The Oil Crash Is Kicking Off One of the Largest Wealth Transfers In Human History
  Bloomberg
• China police arrest 21 over $7.6 bln online financial scam
  Reuters
• Hong Kong January Home Sales Hit 25-Year Low, Centaline Says
  Bloomberg
• China's economic struggles are of particular concern to Europe - Nowotny
  Reuters
• Mid-tier Chinese banks piling up trillions of dollars in shadow loans
  Reuters
• Currency War: U.S. Hedge Funds Mount New Attacks on China’s Yuan
  WSJ
• Capital controls will not cure China’s ills
  FT
• Activists’ Sway Shows Its Limits
  WSJ
• China says U.S. seeks 'hegemony' after South China Sea sailing
  Reuters

Evening

• Asia Stocks Fall First Time in Five Days as Energy Shares Drop
  Bloomberg
• Fischer Says Fed's Next Decision Unclear Amid Global Uncertainty
  Bloomberg
• Latin American ETF Posts Biggest Outflow in Year Amid Turmoil
  Bloomberg
• Banks eased loan standards for U.S. households in fourth quarter: Fed survey
  Reuters
• U.S. calls on China to clarify status of booksellers
  Reuters

Saturday, January 30, 2016

General

• International uncertainties, volatile markets pose risk to Italian growth – Visco
  Reuters
• Puerto Rico on Friday presented a plan to creditors that asks them to take a deep discount on their debt
  Reuters
• Puerto Rico Proposes Plan to Delay Its Debt Payments to Free Up Cash
  NYT
• Iran's New Oil Deals Stir Backlash as London Summit Is Canceled
  Bloomberg
• U.S. warship sails near island claimed by China in South China Sea
  Reuters
• Turkey says Russia violated airspace
  BBC
• NATO Calls for ‘Calm, De-Escalation’ From Russia and Turkey
  Bloomberg