Daily News Links

8369 posts

Wednesday, May 6, 2015

General

• Treasuries Find No Hiding Place Between Fed Rates and Bund Slide
  Bloomberg
• S&P 500 Futures Rise as Oil Extends Gain; Italian Bonds Rebound
  Bloomberg
• Bond rout rattles all assets
  Reuters
• Greece Attacks Creditors as ECB Considers Next Step
  Bloomberg
• ECB set to decide on increasing Greek bank lifeline
  Reuters
• Chaos to the Left, Chaos to the Right: Britain’s Ominous Choice
  Bloomberg
• Global Bond Selloff Adds to Pressure on Gilts as Election Looms
  Bloomberg
• Market U-Turn Rams Hedge Funds
  WSJ
• Puerto Rico Fights to Restore Law Allowing Public Debt Revamp
  Bloomberg
• China’s Cities Said to Take Steps to Boost Local-Bond Demand
  Bloomberg
• China pulls out stops to avoid lay-offs as economy cools
  Reuters
• China mulls new monetary tool that ‘the world has never seen’
  Caixin/MarketWatch
• Five Ukrainian serviceman killed in past 24 hours in east: Ukraine milita
  Reuters
• Iran's Khamenei: no place for military threats in nuclear talks - state TV
  Reuters
• California Regulators Approve Unprecedented Water Cutbacks
  AP

Evening

• Fed Takes Another Swing at Equities With Yellen’s Valuation Call
  Bloomberg
• Yellen cites 'potential dangers' in U.S. stock valuations
  Reuters
• Biggest U.S. Productivity Drop in Decades Sends Ugly Omen
  Bloomberg
• Greek Banks Are Having Trouble Trading Foreign Currencies
  Bloomberg
• Yemen urges ground intervention to save country: letter to U.N
  Reuters
• Outbreak: Bird flu epidemic is bad and getting worse
  CNBC
• Bernanke Inc.: Lucrative Life of a Former Fed Chairman
  Bloomberg
• Water Pricing in Two Thirsty Cities: In One, Guzzlers Pay More, and Use Less
  NYT

Tuesday, May 5, 2015

General

• Greece Says Compromise Not Possible Under Current Conditions
  Bloomberg
• Greece Sparks Meltdown in Euro-Area Bonds as Italy, Spain Tumble
  Bloomberg
• U.S. trade deficit largest since 2008 as imports surge
  Reuters
• China’s Stocks Tumble on Policy Risk After World-Beating Rally
  Bloomberg
• China stocks tumble on tougher margin rules, new wave of IPOs
  Reuters
• Treasuries Rise With German Peers on Standoff Over Greece Aid
  Bloomberg
• German Bonds Advance as Greece Debt Talks Stoke Demand for Haven
  Bloomberg
• Oil near 2015 high above $66 after Libya port shuts
  Reuters
• EU Demands Concessions as Greece Hurtles Toward Deadlines
  Bloomberg
• Greek debt talks progress, no breakthrough yet: Austria
  Reuters
• EU Raises Growth Outlook as ECB Counters Greek Threat
  Bloomberg
• Central Bankers Reconsider Inflation Targets They Can’t Hit
  Bloomberg
• Junk Bonds Are The New Haven Assets
  Bloomberg
• For Top 25 Hedge Fund Managers, a Difficult 2014 Still Paid Well
  NYT
• Latest Victim of California’s Drought: Water Bonds
  WSJ
• NYC’s Biggest Housing Boom Is Far From Manhattan’s Condos
  Bloomberg
• Nonbank Lending’s Shadow Grows in Asia
  WSJ
• China's exports face growing pressure - trade ministry
  Reuters
• China's Crazy Stock Market, Charted
  Bloomberg
• France, Saudi seeking to seal billions of euros in deals 'quickly': Fabius
  Reuters
• Bank of France Noyer: Threat of UK Exit From EU Sows Uncertainty
  Dow Jones
• America's Willing Helper: Intelligence Scandal Puts Merkel in Tight Place
  Der Spiegel
• Europe's Next Ukraine Nightmare: A Massive Financial Default
  National Interest
• Gulf-trained fighters arrive in Yemen to join fight against Houthi rebels
  UK Guardian

Evening

• Bankers and Regulators Voice Fears on Bond Market Volatility
  NYT, Eavis
• Origins of Kaisa Default in China Sought in Accounting Footnotes
  Bloomberg
• Death of Deflation Trade Takes Hold as U.S. Bonds Breach Ceiling
  Bloomberg
• Has the bond party come to an abrupt end?
  CNBC
• Long-dated bond yields lead global market slide
  FT
• UK Election 2015: Leaders in last-ditch bid for votes
  BBC
• Dollar’s Rise Lifts Imports and Widens Trade Gap
  NYT
• The Dollar Is Losing Its Grip On The 'Iron Throne' Of The Currency Market
  Dow Jones
• Here's What Analysts Are Saying About The Biggest U.S. Trade Deficit in Six Years
  Bloomberg
• 5 years of bailouts: the grim legacy of Greece's crisis
  AP
• Saudi king warns of Iran threat, rebels hit border town
  AFP
• Military eyeing former Cold War mountain bunker as ‘shield’ against EMP attack?
  Fox

Monday, May 4, 2015

General

• German data leads Europe shares higher, dollar steadies
  Reuters
• Yuan Declines as PBOC Weakens Fixing, Manufacturing Gauge Slips
  Bloomberg
• Draghi Starting Euro Bond Buying Turns Out Not to Be One-Way Bet
  Bloomberg
• U.S. Firms Shoulder Rising Debt
  WSJ
• Takeover Fuel Starting to Flow as S&P 500 Bull Run Makes History
  Bloomberg
• Europe’s Manufacturers Lift Prices in Sign Deflation Scare Over
  Bloomberg
• 'Warning lights' flash over Greece and France as manufacturing stumbles
  UK Telegraph
• China April HSBC PMI shows biggest drop in factory activity in a year
  Reuters
• China Rate Swaps Drop to Lowest Since July 2012 on Stimulus Bets
  Bloomberg
• Brazil Minister Supports Regulatory Relief for Petrobras
  Bloomberg
• Win or lose, Cameron's political career hangs by a thread
  Reuters
• Ukrainian soldier and civilian killed in intensifying clashes
  AFP
• Mysterious new force emerges in Yemen to fight rebels
  LA Times
• Violence Adding to Credit Risk Amid South Africa’s Power Crisis
  Bloomberg
• Radioactive and Short on Cash
  Bloomberg

Evening

• IMF takes hard line on aid as Greek surplus turns to deficit
  FT
• Greek Talks Drag on as New EU Data Set to Underscore Crisis
  Bloomberg
• Bill Gross: The Bull Market 'Super-Cycle' Is Nearing Its End
  Bloomberg
• Fed loan officer survey cites expected credit trouble in energy sector
  Reuters
• EU Regulators Weigh Clampdown on Web Companies’ Market Power
  Bloomberg
• Iraqi forces plead for help as Islamic State closes in on refinery
  Reuters

Sunday, May 3, 2015

General

• Greece Races to Bridge Gap With Creditors Before Debt Bill
  Bloomberg
• Payrolls to test second quarter climate for Fed
  Reuters
• King Salman Makes Rapid Changes in Saudi Arabia
  Businessweek
• Yemen’s History Sounds a Warning
  Businessweek
• In Kazakhstan, fears of becoming the next Ukraine
  Washington Post
• Identity Crisis: Turkey, Europe, and Erdoğan
  Businessweek
• Britain's Election Gets Weird
  Bloomberg, Crook
• What Is China's Navy Doing in Mediterranean?
  Bloomberg, Feldman

Evening

• Asian Stocks Outside Japan Fall Before China Manufacturing Data
  Bloomberg
• Asia makes tentative start to event-full week
  Reuters
• Greek Aid Talks Gain Urgency as Breakthrough Remains Elusive
  Bloomberg
• Greek Jobless Legacy Adds to Danger for Tsipras as Funds Dwindle
  Bloomberg
• China Insuring $16 Trillion Deposits Means More Bond Risk-Reward
  Bloomberg
• South Korea Fires Warning Shot to Japan: We’re Watching Yen-Won
  Bloomberg
• Heavy clashes in Aden airport, alliance accused of cluster bomb use
  Reuters
• Saudis Deny Sending Troops to Yemen, Reject Cluster-Bomb Report
  Bloomberg
• The Shale Boom Has Already Gone Bust - At Least For Now
  Bloomberg
• Detroit automakers face speed bumps as sales growth slows
  Reuters

Saturday, May 2, 2015

General

• Iran says Yemen security 'like our own'
  AFP
• Mester, Williams Say Fed Could Lift Rates at Any FOMC Meeting
  Bloomberg
• Greece braced for weekend of unrest as cash crunch nears
  UK Telegraph
• Iran pledges to protect shared security interests with Yemen -Tasnim
  Reuters
• Five Years After First Bailout, Greece Back on the Brink
  WSJ
• Can’t Blame the Fed for Treasury Selloff Keyed by Rout in Europe
  Bloomberg
• Administration worries grow over Saudi campaign in Yemen
  AP
• Iowa governor declares state of emergency due to bird flu outbreak
  Reuters

Friday, May 1, 2015

General

• Europe’s Debt Erases $160 Billion on Path to Record Weekly Loss
  Bloomberg
• Record Month Ends in Pain as Biotech, Small Caps, Apple Tumble
  Bloomberg
• Shrinking liquidity exposes markets to crunch
  Reuters
• Manufacturing in U.S. Maintains Weakest Pace Since 2013
  Bloomberg
• China unveils new incentives to boost employment
  Reuters
• China April official PMI shows factories struggling to grow
  Reuters
• Wall Street’s Latest Craze Meets Small Short in New Derivatives
  Bloomberg
• Bond Distortions Heighten Allure of Europe’s Hybrid Debt Markets
  Bloomberg
• Britain’s Scandal-Battered Banks Paralyzed as Election Looms
  Bloomberg
• Bernanke’s Rebuttal
  WSJ
• The Threat to Melt the Electric Grid
  WSJ, Cooper and Pry

Evening

• Treasuries Post Their Worst Weekly Decline in Almost Two Months
  Bloomberg
• Greece Races to Bridge Gap With Creditors Ahead of May Debt Bill
  Bloomberg
• Puerto Rico Governor Dismisses Default as Way Out of Crisis
  Bloomberg
• California snowpack survey canceled: 'Drought is severe'
  LA Times
• Mester says June 'on the table' for possible Fed rate hike
  Reuters
• America’s Oil Drillers Idle Rigs for 21st Straight Week
  Bloomberg
• Record prices for paintings, sculpture eyed at N.Y. auctions
  Reuters

Thursday, April 30, 2015

General

• Treasuries in Longest Skid Since February on Fed Rate Wagers
  Bloomberg
• Euro-Area Bonds Slump for Second Day, Extending $61 Billion Loss
  Bloomberg
• Dollar Bulls Seen Facing More Pain as Fed Ambiguity Tests Rally
  Bloomberg
• Nikkei posts biggest loss in 4 months on weak U.S. GDP, lacklustre earnings
  Reuters
• Marc Faber: Stocks are about to fall 40%—at least!
  CNBC
• Student-Loan Surge Undercuts Millennials’ Place in U.S. Economy
  Bloomberg
• New York Construction Booms With Focus on Luxury Housing
  Bloomberg
• German unemployment hits lowest level since December 1991
  Reuters
• Italian Unemployment Rises in Setback for Renzi’s Plans
  Bloomberg
• Sound Global Bonds Plunge After Auditors Found Cash Shortfall
  Bloomberg
• China Rethinks Safety Net for Its Banking System
  NYT
• China Leaders Vow to Step Up Targeted Moves to Boost Economy
  Bloomberg
• China solar expansion needs billions from wary investors
  Reuters
• Russia Lowers Key Rate More Than Forecast as Economy Slumps
  Bloomberg
• Kuroda Dismisses Extra Easing
  Dow Jones
• Investors seek out risky U.S. loans in throwback to pre-crisis days
  Japan Times
• Besieged Yemeni city sees worst fighting yet - residents
  Reuters
• US now sees Russia directing Ukraine's rebels
  AP
• Economic growth in a third of China well below seven percent national average
  Reuters

Evening

• U.S. Stocks Pare Monthly Gain Amid Selloff in Tech, Small-Caps
  Bloomberg
• Brazil's real drops to 3 per dollar on fiscal data, U.S. outlook
  Reuters
• Puerto Rico’s bonds slide after it drops tax plan
  FT
• Vale posts $3.2 bln loss on iron ore's relentless fall
  Reuters
• Bernanke's Latest Blog Post Takes a Brutal Shot at the Wall Street Journal Editorial Page
  Bloomberg
• Global $100 Million Home Sales Reach Record as Billionaires
  Bloomberg
• Sound Global at 50% Default Risk After Cash Shortfall, S&P Says
  Bloomberg
• Russia may be readying for new Ukraine offensive: NATO commander
  Reuters
• Houthis clash with Saudi forces on Yemen border, dozens killed
  Reuters
• Saudi Arabia Is Burning Through Its Foreign Reserves at a Record Pace
  Bloomberg
• China, Russia to hold first joint Mediterranean naval drills in May
  Reuters
• Mortgage Giants Seen Needing up to $157B in Aid in Disaster
  AP
• Junk-Bond Safeguards Reach Lowest Level Since 2011, Moody’s Says
  Bloomberg