Daily News Links

8373 posts

Thursday, October 22, 2015

General

• Draghi Signals New Stimulus May Come This Year as Growth Falters
  Bloomberg
• Euro Slides to Two-Week Low as Draghi Hints at Extra Stimulus
  Bloomberg
• German Two-Year Yield Drops to Record After Draghi QE Comments
  Bloomberg
• China's Record Capital Outflows Put Tobin Tax Back on the Agenda
  Bloomberg
• Obama Administration Draws Up Plan to Help Puerto Rico With Debt
  NYT
• Short-Sellers Aren't Valeant's Biggest Problem
  Bloomberg
• China regulator says August yuan reform was normal conduct
  Reuters
• As China weakens, recession stalks North Asia
  Reuters
• Analysis-Valeant Plunge Spotlights Cracks in Specialty Pharma's M&A Facade
  Reuters
• Crisis of Confidence in Financial Engineering
  Bloomberg, Op-Ed, Smith
• Syria air strikes push Putin's rating to new high: Russian state pollster
  Reuters
• Saudi says Assad must be removed from power to crush Islamic State
  Reuters

Evening

• Asian Stocks Set to Track Draghi Surge While Nasdaq Futures Jump
  Bloomberg
• Puerto Rico Bonds Drop to August Low on Bankruptcy Proposal
  Bloomberg
• Junk Bond ETFs Break Monthly Flow Record With a Week to Spare
  Bloomberg
• Investors Bet on More ECB Easing
  WSJ

Wednesday, October 21, 2015

General

• Emerging Stocks Fall as Chinese Shares Retreat; Ruble Weakens
  Bloomberg
• Brazil's Real Drops on Reports Government Planning for Deficit
  Bloomberg
• Valeant Shares Plummet After Citron Report on 'Phantom Pharmacies'
  Bloomberg
• Thought Brazil's Politics Was Messy? It's About to Get Worse
  Bloomberg
• These Are the Fed's Three Weapons If the Economy Falters
  Bloomberg
• Brazil Impeachment Papers About to Drop as Crisis Hits New Stage
  Bloomberg
• HSBC: These Are the Economies That Could Run Into Trouble
  Bloomberg
• OPEC Is About to Crush the U.S. Oil Boom
  Bloomberg
• Treasuries Volatility Drops Toward '15 Low as Fed Seen Sidelined
  Bloomberg
• Currency Swings Evaporate as Central Banks Shy Away From Action
  Bloomberg
• Japan's Exports Grow at the Slowest Pace in More Than a Year
  Bloomberg
• Jim Chanos Nails the Link Between Debt and Energy
  Bloomberg
• Saudis Risk Draining Financial Assets in 5 Years, IMF Says
  Bloomberg
• Mideast Oil Exporters Face $1 Trillion Budget Pinch, IMF Official Says
  WSJ
• Hedge Fund Assets Decline by Biggest Amount Since Financial Crisis
  NYT
• The Fall of a High-Yield Fund Echoes 2007 Crunch
  Bloomberg, Gilbert
• Hitting the Limit of ‘Whatever It Takes’
  WSJ, Op-Ed, Ward
• Sinosteel's Not-Default and More Moral Hazard: Katrina Nicholas
  Bloomberg
• EC President Juncker Calls Emergency Summit on Refugee Crisis
  Bloomberg
• China Straining U.S.-U.K. Relations; South China Sea At Center?
  Forbes
• Upstaged NATO searches for '360-degree' response to Russia
  Reuters

Evening

• Valeant Drop Ripples Through Drug Stocks
  Bloomberg
• Ackman, Ruane Cunniff Feeling Valeant's Pain as Billions Erased
  Bloomberg
• Boeing's Biggest Jets at Risk for Output Cut on Cargo Slump
  Bloomberg
• The Strongest El Nino in Decades Is Going to Mess With Everything
  Bloomberg

Tuesday, October 20, 2015

General

• European Stocks Fall After ECB Report Dims Prospects of More QE
  Bloomberg
• Canada's Trudeau sweeps to victory, toppling Harper in election
  Reuters
• Tech Startups Feel an IPO Chill
  WSJ
• China State Steel Firm to Default After Government Said to Help
  Bloomberg
• Brazil's Opposition to File Key Request to Impeach Rousseff
  Bloomberg
• For Hedge Funds, a Can’t-Miss Trade Goes Bust
  WSJ
• The Hottest Deal for Commodity Traders: Buying Their Own Bonds
  Bloomberg
• Skeptics suggest China's slump deeper than acknowledged
  AP
• US junk debt regains high-yield status
  FT
• Leveraged Loan Investors Demand Steepest Discount Since 2011
  Bloomberg
• JPMorgan: The Stock Market Still Has $90 Billion in Short Sales Left to Cover
  Bloomberg
• Brazil Pension Crisis Mounts as More Retire Earlier, Then Pass Benefits On
  NYT
• Worker’s Cancer Linked to Fukushima Blast for First Time
  Bloomberg
• War of words escalates as German migration tensions intensify
  FT
• Iran returns Saudi accusations of cross-border meddling
  Reuters

Evening

• China's Overheated Bond Market Showing Strain for Local Bankers
  Bloomberg
• Just How Bad Was the 2009 Global Recession? Really, Really Bad
  Bloomberg
• Even the Cheapest Homes Are Too Expensive For Millennials
  Bloomberg
• Canada Has a New Government, and Some Nasty Old Problems
  Bloomberg
• Puerto Rico Said Struggling to Reach Deal With Hedge Funds
  Bloomberg
• How the One Percent Get a One Percent Interest Rate
  Bloomberg

Monday, October 19, 2015

General

• European Stocks Are Little Changed as Lenders Erase Advances
  Bloomberg
• Morgan Stanley Misses Estimates on Drop in Bond Trading Revenue
  Bloomberg
• Morgan Stanley CFO Says Private-Equity Loss Mostly Tied to China
  Bloomberg
• China's New Economy Won't Pack the Same Punch for Global Growth
  Bloomberg
• China’s GDP Growth Beats Forecasts as Stimulus Supports Spending
  Bloomberg
• China Sept power output falls 3.1 pct on yr -stats bureau
  Reuters
• China Economic Growth Falls Below 7% for First Time Since 2009
  WSJ
• The Great Ball of China Money Rolls into Bonds
  Bloomberg
• Canadians Head to Polls With Trudeau Poised to Oust Harper
  Bloomberg
• Saudi Arabia Said to Delay Contractor Payments as Oil Slumps
  Bloomberg
• Radicals Gaining Ground in Catalonia Send Warning to Bond Market
  Bloomberg
• Putin Officials Said to Admit Real Syrian Goals Are Far Broader
  Bloomberg
• Cybersecurity Firm Says Chinese Hackers Keep Attacking U.S. Companies
  NYT

Evening

• Commodities Resume Selloff on China GDP, Stocks Little Changed
  Bloomberg
• Bloomberg] Fed's Williams Sees Reasons to Increase Rates Soon and Slowly
• Illinois Cut by Fitch as Fiscal Crisis Worsens Without Budget
  Bloomberg
• China’s capital outflows top $500bn
  FT
• China Finds More Discreet Ways to Support the Yuan With Forwards
  Bloomberg

Sunday, October 18, 2015

General

• China Ponders Weapon Deemed Too Risky Post 2008 to Cut Bad Loans
  Bloomberg
• Saudi Arabian Stocks Lead Most Arab Markets Higher as Oil Rises
  Bloomberg
• Big Banks to America’s Firms: We Don’t Want Your Cash
  WSJ
• China's Premier Li calls for ongoing financial reform, as economy slows
  Reuters
• Dwindling demand forces China’s manufacturing price cuts
  FT
• 'Tensions are heightened': Germany struggles amid tide of Middle East refugees
  Fox

Evening

• Asian Stocks Slip Amid Jitters Before China Data; Euro Advances
  Bloomberg
• Oil Holds Gains Near $47 as U.S. Rig Count Drops to 5-Year Low
  Bloomberg
• China's Selling Tons of U.S. Debt. Americans Couldn't Care Less.
  Bloomberg
• Investors voice concern on China’s forex reserves
  FT

Saturday, October 17, 2015

General

• Puerto Rico Governor’s Fiscal Oversight Plan Raises Doubts
  NYT
• China's Premier Li Says Achieving Growth of Around 7 Percent 'Not Easy'
  Reuters
• Japan's Finance Minister Aso Voices Doubts on Bank of Japan Monetary Easing
  Reuters
• Brazil Bet Burned Fortress Investment Group
  WSJ
• A Path Out of the Middle East Collapse
  WSJ, Kissinger

Friday, October 16, 2015

General

• This Drag on U.S. Job Growth Isn't Going Away Anytime Soon
  Bloomberg
• Brazil Stocks Lead Weekly Losses as Goldman Sachs Sees Headwinds
  Bloomberg
• PBOC Data Suggest Capital Outflows Stayed Strong in September
  Bloomberg
• Putin Allies Said to Be Behind Scrutinized Deutsche Bank Trades
  Bloomberg
• Credit Suisse: Clients Are More Confused Than Ever and Are Cashing Out
  Bloomberg
• Chinese Firms Seen Dodging Defaults in Coming Days in Turnaround
  Bloomberg
• Bond Traders Face Incredible Shrinking Bonus as Revenue Tumbles
  Bloomberg
• Emerging Nations Trimming $5 Trillion Debt Stokes Currency Risk
  Bloomberg
• Poll Shows China's Exporters Downcast as Orders Slow, Costs Rise
  Reuters
• Report: Turkey downs drone near Syrian border
  Washington Post

Evening

• Foreign Governments Sell Record Amount of U.S. Notes, Bonds
  Bloomberg
• U.S. Stock Investors Hitting Exits as October Rebound Continues
  Bloomberg
• Brazil's Levy Said to Stay in Job After Reports of Resignation
  Bloomberg
• Brazil's Real Tumbles on Speculation Finance Minister to Resign
  Bloomberg
• ETFs’ Rapid Growth Sparks Concern at SEC
  WSJ
• Regional Discord Fuels Islamic State’s Rise in Mideast
  WSJ
• Chinese general says will never recklessly resort to force in South China Sea
  Reuters