Daily News Links

8815 posts

Wednesday, September 30, 2015

General

• America's Manufacturers Got Crushed in September
  Bloomberg
• European Stocks Rise as Investors Bet Worst Is Already Priced In
  Bloomberg
• Traders Flee Emerging Markets at Fastest Pace Since 2008
  Bloomberg
• Global Rally Shows Relief at End of $11 Trillion Stocks Meltdown
  Bloomberg
• U.S. Export Weakness Hampers Growth
  WSJ
• Hedge Funds Devise Trades to Benefit From ETFs’ Woes
  WSJ
• Big US hedge funds hit hard by Valeant sell-off
  FT
• Multinational China execs feel chill wind, not hot growth
  Bloomberg
• China sees capital account deficit, volatile fund flows in H2
  Reuters
• China Cuts Minimum Home Down Payment for First-Time Buyers
  Bloomberg
• Stalled dollar debt sales signal emerging market angst
  FT
• IMF warns of coming spike in emerging market company failures
  FT
• German Unemployment Unexpectedly Rises in Sign of Economic Risks
  Bloomberg
• Russia begins Syria air strikes as war enters volatile new phase
  Reuters
• Putin wins parliamentary backing for air strikes in Syria
  Reuters
• Russia begins airstrikes in Syria; U.S. warns of new concerns in conflict
  Washington Post

Tuesday, September 29, 2015

Evening

• Asian Stocks Tumble Toward 3-Year Low as China Angst Fuels Rout
  Bloomberg
• Glencore Fear Trade Grips Debt Market as Commodity Pain Spreads
  Bloomberg
• Glencore's Trading `Black Box' Leaves Analysts Split on Future
  Bloomberg
• Stocks Tumble as Glencore, Biotech Roil Markets; Bonds Advance
  Bloomberg
• Obama, Putin clash over Syria crisis at the United Nations
  Washington Post
• Taliban storms into northern Afghan city in major blow for security forces
  Washington Post

General

• Glencore Must Stem Rumors, Stop Lehman-Like Moment, L&G Says
  Bloomberg
• Chinese Stocks Decline Most in a Month in Hong Kong on Economy
  Bloomberg
• Commodity rout hits traders, emerging markets
  Reuters
• Global Rout Ebbs as S&P 500 Futures Advance With Oil, Glencore
  Bloomberg
• Rajan Cuts India Rate More Than Expected to Four-Year Low
  Bloomberg
• US junk bonds cracking after debt binge
  FT
• Glencore Shares Plunge as Debt Fears Rattle Investors
  WSJ
• Debt-Market Tumult Hits Corporate-Bond Sales
  WSJ
• Investors Fall Out of Love With Deals
  WSJ
• Fast Flows Amplify Risk of Mutual Funds That Mimic Hedge Funds
  Bloomberg
• Icahn urges Fed to get off zero, says 'treacherous path' undertaken
  Reuters
• Brazil's Record Overseas Borrowing Comes Back to Bite Companies
  Bloomberg
• Brazil corporate defaults hit three-year high as recession worsens
  Reuters
• What’s next for Catalonia, the Spanish region that wants to be Europe’s next nation
  Washington Post
• The Real Estate Crisis in North Dakota's Man Camps
  Bloomberg
• Obama and Putin: Awkward moments, few breakthroughs
  Washington Post
• Putin’s new world order
  Politico

Monday, September 28, 2015

General

• Glencore is Having a Terrible Day, Credit Default Swap Edition
  Bloomberg
• Brazil Real Drops as China Manufacturing Slump Adds to Pessimism
  Bloomberg
• Mexico Extends Intervention After Currency Hits Record Low
  Bloomberg
• Turkish Bonds Drop to Lowest Since 2009 as Risk Demand Wanes
  Bloomberg
• U.S. Stocks Fall for 5th Day as Biotech, Commodity Shares Slide
  Bloomberg
• Glencore credit default swaps surge to record high above 700 bps
  Reuters
• Glencore in Freefall as Analysts See Tougher Restructuring
  Bloomberg
• Glencore tanks another 26%: Who's next?
  CNBC
• Emerging Stocks Decline After China Industrial Profits Slump
  Bloomberg
• Yen Gains on Haven Demand as Stocks Slide in Asia and Europe
  Bloomberg
• 'FX liquidity is getting worse' - Deutsche Bank
  FT
• JPMorgan Financing Los Angeles Mansions Starting at $115 Million
  Bloomberg
• U.S. Bonds Flash Warning Sign
  WSJ
• Investors Pull Back From Junk Bonds
  WSJ
• China industrial profits suffer biggest drop since 2011 in Aug
  Reuters
• China Industrial Profits Fall Most Since 2011 as Growth Ebbs
  Bloomberg
• Another Chinese SOE Flirts With Default as Broker Calls It Early
  Bloomberg
• U.S. Junk Bond Rout Pushes Yields Past 8% as Treasuries Gain
  Bloomberg

Sunday, September 27, 2015

General

• Catalans Vote as Rajoy Seeks Silent Majority to Block Secession
  Bloomberg
• Rousseff Worried About Brazilian Companies With Dollar Debt
  Bloomberg
• Brazil's Rousseff says reserves can counter currency swing
  Reuters
• Emerging market ETFs bleed $19bn so far this year
  FT
• Saudi Arabia withdraws overseas funds
  FT
• Russia’s move into Syria upends U.S. plans
  Washington Post
• U.S. support for Syria rebels illegal: Putin
  Reuters

Evening

• China Stocks Fall to Two-Week Low on Slumping Industrial Profits
  Bloomberg
• U.S. Stock Futures Drop After Health Rout as Dollar Holds Ground
  Bloomberg
• Asian Stocks Swing Before China Data; Japanese Shares Retreat
  Bloomberg
• Catalan independence parties win control of regional parliament
  Reuters
• Catalan Separatists Close to Majority of Votes, Exit Poll Shows
  Bloomberg

Saturday, September 26, 2015

General

• Catalans brace for 'historic' election on independence
  AFP
• Wall Street Braces for Grim Third Quarter Earnings Season
  Reuters
• Junk-Debt Investors Fight for Scraps as U.S. Shale Rout Deepens
  Bloomberg
• The Middle-Class Squeeze
  WSJ
• To Progress and Back: The Rise and Fall of Erdogan's Turkey
  Der Spiegel

Friday, September 25, 2015

General

• European Stocks Rebound After Yellen Clarifies Fed Rate Policy
  Bloomberg
• China's Stocks Fall as Capital Outflows Hit Record in August
  Bloomberg
• China Capital Outflows Hit Record in August on Yuan Weakness
  Bloomberg
• Puerto Rico's Bonds Overshadow Pension Fund Poised to Go Broke
  Bloomberg
• 1MDB Dollar Bonds Slump to Record as U.S. Probes Hurt Sentiment
  Bloomberg
• Goldman Warns Central Bankers Face Limits on Unorthodox Policies
  Bloomberg
• U.S.-based stock funds post $2 bln outflows in week -Lipper
  Reuters
• Bank of Japan Seen Considering New Policy Steps as Bond Buying Nears Limit
  Bloomberg
• Eurozone Private-Sector Lending Rises
  Dow Jones
• The New Bond Market: Big Buyers of Corporate Debt Are Other Corporations
  WSJ
• It's All `Perverted' Now as U.S. Swap Spreads Tumble Below Zero
  Bloomberg
• Wealthy Reap the Most as Revenue Rush Triggers U.S. State Rebates
  Bloomberg
• Yuan Drop Shakes Taiwan Into Tighter Scrutiny of Its Derivatives
  Bloomberg
• Beijing’s New World Order
  WSJ

Thursday, September 24, 2015

General

• Caterpillar Cuts Jobs, Sales Forecast as Mining Slump Bites
  Bloomberg
• Markets in Disarray Await Yellen as Emerging Stocks Drop
  Bloomberg
• U.S. Index Futures Drop Before Data With S&P 500 Near 3-Week Low
  Bloomberg
• Europe Stocks Fall as BMW Emissions Report Drags Automakers Down
  Bloomberg
• VW Scandal Threatens to Ensnare BMW as EU Urges Wider Probe
  Bloomberg
• Japan Stocks Slide After Three-Day Holiday as Carmakers Decline
  Bloomberg
• Glencore Drops After Goldman Sachs Cuts Miner's Target Price
  Bloomberg
• Taiwan Cuts Rate for First Time Since 2009 as Exports Falter
  Bloomberg
• Norway Cuts Rates to Record Low to Save Economy From Oil Slump
  Bloomberg
• Risk parity strategy seeks new approach
  FT
• EM debt sale plans revived as Fed holds
  FT
• Energy Lending Caught in a Squeeze
  WSJ
• The New Bond Market: Algorithms Trump Humans
  WSJ
• Debt Relief for Students Snarls Market for Their Loans
  WSJ
• China Is Sitting on an Ocean of Diesel Fuel
  Bloomberg
• China consumers tighten belts, a red flag for the global economy
  Reuters
• After Volkswagen Revelation, Auto Emissions Tests Come Under Global Scrutiny
  NYT
• Greek Banks Said to Face Recapitalization at High End of Target
  Bloomberg
• A Big Bet That China’s Currency Will Devalue Further
  NYT

Evening

• Yellen Says Fed Still Expects to Increase Interest Rates in 2015
  Bloomberg
• In Brazil's Market Meltdown, a Wave of Panic -- Then Silence
  Bloomberg
• Puerto Rico's Biggest Hedge Fund Creditor Group Said to Disband
  Bloomberg