Daily News Links

8814 posts

Thursday, April 21, 2016

Evening

• China's Economic Recovery Masking Financial Risks, Fitch Says
  Bloomberg
• Soros Says China's Debt-Fueled Economy Resembles U.S. in 2007-08
  Bloomberg

General

• U.S. Stocks Falls Along With Oil; Euro Erases Gain After Draghi
  Bloomberg
• Oil Trades Near 5-Month High as U.S. Crude Production Declines
  Bloomberg
• ECB's Draghi Defiant After Central Bank Keeps Rates on Hold
  Bloomberg
• Draghi Says Stimulus Is Working as ECB Defends Independence
  Bloomberg
• The Germans are revolting over ECB policy
  CNBC
• SunEdison Joins Crowded List of Commodity Bankruptcies This Year
  Bloomberg
• Fallen Angels Tumble at Fastest Rate Since Crisis, Moody's Says
  Bloomberg
• Welcome to The China Debt, Shadow Banking, Wealth Management Product Nexus
  Bloomberg
• China looks overseas in bid to slim down bloated steel sector
  Reuters
• China Top Fund May Cut Corporate Bond Exposure as Defaults Surge
  Bloomberg
• Meet the Man Who Would Be Brazil’s Next President After Impeachment
  Time
• China’s Xi Adds ‘Commander-in-Chief’ to His Titles
  WSJ
• U.S. says China's intentions in South China Sea raise tension and questions
  Reuters
• White House concerned Russia moving military equipment into Syria
  Reuters

Evening

• Asia Stocks Drop as Japan Falls on Yen, Investors Weigh Earnings
  Bloomberg
• Bloomberg] S&P 500 Loses Grip on 4-Month High as Stocks Fall Amid Earnings
• Microsoft Profit Misses Estimates on Weak PC Market
  Bloomberg
• Merkel says criticism in Germany of ECB is not interference
  Reuters
• Junk downgrades already outpace 2015
  FT

Wednesday, April 20, 2016

General

• Oil Rebound Lifts U.S., European Stocks as Dollar Strengthens
  Bloomberg
• Oil Rises, Erasing Losses, as Producers Plan New Freeze Talks
  Bloomberg
• Hedge Funds Endure Biggest Outflows Since 2009 in First Quarter
  Bloomberg
• Iran determined to regain oil market share, can handle low price: source
  Reuters
• US banks endure biggest drop in revenues since 2011
  FT
• Purchases of U.S. Previously Owned Homes Rebounded in March
  Bloomberg
• China's Stocks Tumble Most in Seven Weeks to End Trading Calm
  Bloomberg
• China Default Chain Reaction Looms Amid 192 Day Cash Turnaround
  Bloomberg
• Kuroda Rejects Idea of Helicopter Money, Citing Legal Hurdles
  Bloomberg
• Merkel's Deputy Says ECB Has Reached Limit With Low-Rate Policy
  Bloomberg
• Dreams of Draghi Cash Drop Fade in Europe's Political Abyss
  Bloomberg
• Nippon Life President Yoshinobu Tsutsui Says Negative Interest Rates Hurting Company
  WSJ
• NATO, Russia meeting confirms 'profound disagreements': NATO chief
  Reuters

Tuesday, April 19, 2016

General

• Global Stocks Rally on Crude, Earnings as Emerging Markets Jump
  Bloomberg
• Housing Starts in U.S. Slumped More Than Forecast in March
  Bloomberg
• U.S. housing data adds to signs of weak first-quarter GDP growth
  Reuters
• Goldman First-Quarter Profit Plunges 60% as Revenue Drops
  Bloomberg
• Wall Street banking revenue is in free fall, and here's why
  CNBC
• Low ECB Rates Leave Germans Worried About Dwindling Savings
  Bloomberg
• Next ECB president must be German, Merkel's Bavarian allies say
  Reuters
• UBS Chairman Weber Warns Against More ECB Stimulus
  WSJ
• Hedge Fund Leverage Faces New Scrutiny by Top U.S. Regulator
  Bloomberg
• U.S. Regulators to Focus on Borrowing at Large Hedge Funds
  WSJ
• China growth hopes reduce urgency of more stimulus steps, policy advisers say
  Reuters

Evening

• Asian Stocks Extend Four-Month High as Commodities Shares Jump
  Bloomberg
• PBOC Signals Less Appetite for Stimulus as Outlook Strengthens
  Bloomberg
• Weaker Dollar Sparks Commodities Rally; Earnings Weigh on Stocks
  Bloomberg
• Intel Cuts 12,000 Jobs, Forecast Misses as PC Blight Takes Toll
  Bloomberg
• Big U.S. banks grapple with costs as they face an ominous 2016
  Reuters
• China Faces Make-or-Break Moment, Says Forecaster of Japan Slide
  Bloomberg
• Rio Warns of Fiscal Collapse as Brazil States Seek Debt Relief
  Bloomberg
• BoC's Poloz Says Global Monetary Stimulus Is Reaching its Limit
  Bloomberg

Monday, April 18, 2016

General

• Crude's Losses Drag Ruble, Loonie Lower; Stocks Pare Their Drop
  Bloomberg
• U.S. Stocks Advance as Investors Look Past Declines in Crude Oil
  Bloomberg
• China March home prices rise at fastest rate in two years, top cities boom
  Reuters
• China State Enterprises Likely to Suffer More Defaults, S&P Says
  Bloomberg
• Congressional vote moves Brazil's Rousseff closer to impeachment
  Reuters
• Brexit scenarios: The good, the bad and the ugly
  CNNMoney
• Discord Grows Among the Parties Over Greek Debt Talks
  NYT
• Credit Suisse: Germany Is Asking for a Different Kind of Bailout
  Bloomberg
• Corporate borrowers default on $50bn debt so far this year
  FT
• Draghi’s flying circus to stay grounded
  FT
• China’s house prices surge as efforts to cool market fall flat
  Financial Times
• Chinese Housing Market Shakes Off a Slump
  NYT
• China steps up war of words with Taiwan over fraud suspects
  Reuters

Evening

• It's All Suddenly Going Wrong in China's $3 Trillion Bond Market
  Bloomberg
• Media Websites Battle Faltering Ad Revenue and Traffic
  NYT
• Saudi Arabia turns oil weapon on Iran: Kemp
  Reuters

Sunday, April 17, 2016

General

• Doha Oil Talks Start After Delay to Address Saudi Stance on Iran
  Bloomberg
• Doha Oil-Freeze Talks Delayed to Address Saudi-Iran Differences
  Bloomberg
• Oil freeze deal faces trouble as Saudi-Iran tensions spike
  Reuters
• Saudi Arabia Leads Gulf Stock Drop as Traders Wait on Oil Meet
  Bloomberg
• Brazil Impeachment Drive Down to Wire as Rousseff Hits Back
  Bloomberg
• Could the San Francisco real estate market finally be slowing down?
  MarketWatch
• China to implement appropriate monetary policy, more forceful fiscal policies
  Reuters
• Merkel Feels Heat From Backing Prosecution of Erdogan Satirist
  Bloomberg
• China launches upgraded drills for South China Sea fleets
  Reuters

Evening

• Brazil's lower house backs Rousseff impeachment
  Reuters
• Crude Slumps as Oil Talks Fail; S&P 500 Futures Drop With Aussie
  Bloomberg
• Doha Failure Sees Loonie, Aussie Slide; Yen Near 1 1/2-Year High
  Bloomberg
• China's Stocks Fall Most in Three Weeks as Oil Producers Slump
  Bloomberg
• Oil-Freeze Talks End in Failure Amid Saudi Demands Over Iran
  Bloomberg
• Oil's Grand Bargain Falls Victim to Saudi Arabia's Iran Fixation
  Bloomberg
• Rousseff Hangs by a Thread After Brazil Vote as Allies Cry Coup
  Bloomberg
• Brazil impeachment backers take strong lead in Congress vote
  Reuters
• Historic Brazil Impeachment Vote Under Way as Tempers Run High
  Bloomberg
• China's Home-Price Gains Spread as Easing Measures Spur Demand
  Bloomberg
• Getting the Yuan Right Means Ignoring What Chinese Leaders Say
  Bloomberg
• An Old Alliance Faces New Pressures as Obama Heads to Saudi Arabia
  NYT

Saturday, April 16, 2016

General

• Saudi Prince Sticks to Oil Freeze Ultimatum as Iran Stays Home
  Bloomberg
• Saudi Prince Says He Could Add a Million Barrels Immediately
  Bloomberg
• Saudi Arabia Warns of Economic Fallout if Congress Passes 9/11 Bill
  NYT/CNBC
• Japan's pitch for FX action meets cool G20, US response
  Reuters
• Brazilians watch helplessly as impeachment crisis nears climax
  Los Angeles Times
• As China’s Growth Slows, Banks Feel the Strain of Bad Debt
  NYT
• Erdogan and the Satirist: Inside Merkel's Comedy Conundrum
  Der Spiegel

Friday, April 15, 2016

General

• Yen Rallies as Oil Drops Before Exporters Meet in Doha
  Bloomberg
• China Averts a Hard Landing With a Credit-Powered Trampoline
  Bloomberg
• Buyback boost to US stocks to dwindle as cash flow shrinks
  Reuters
• China first quarter GDP grows at slowest pace since 2009
  Reuters
• Soured Corporate Loans Surge at Biggest U.S. Banks on Oil
  Bloomberg
• China May Have $1.3 Trillion of Risky Loans, IMF Report Shows
  Bloomberg
• China’s New Credit Rebounds as PBOC Keeps Up Monetary Easing
  Bloomberg
• China's March Home Sales Surge 71%, Lifting Property Investment
  Bloomberg
• Structured Credit Traders Highest-Paid in London, Survey Shows
  Bloomberg
• Duration Risk: The Bomb Ticking Inside Today’s Bond Market
  WSJ
• U.S. Starts Navy Patrols With Philippines in South China Sea
  Bloomberg

Evening

• Rough Week for Shorts as Banks Send S&P 500 to Four-Month High
  Bloomberg
• SunEdison to file for bankruptcy as early as Sunday night: source
  Reuters
• Wall Street's Oil Crash, a Story Told in Charts
  Bloomberg