Daily News Links

8381 posts

Sunday, December 29, 2024

General

• Wall Street is concerned about an inflation resurgence in 2025
  Yahoo Finance
• Stock market enters final stretch of 2024: What to know this week
  Yahoo Finance
• Wall St Week Ahead Trump's first actions and job data to test market in January
  Reuters
• AT&T, Verizon targeted by Salt Typhoon cyberespionage operation, but networks secure
  Reuters
• China’s Record Dividend Payout Intensifies Pressure on the Yuan
  Yahoo/Bloomberg
• How Baggy Are Your Jeans? And 10 Other Charts to Explain 2024
  Bloomberg
• N. Korea Adopts ‘Strongest Response Strategy’ Toward US: Yonhap
  Bloomberg
• After Another Bad Year for Bonds, Investors Lose Faith in a Turnaround
  WSJ
• What does Donald Trump’s foreign policy chief Marco Rubio stand for?
  FT

Saturday, December 28, 2024

General

• Wall Street Expects Gold to Glitter Again in 2025
  Yahoo/WSJ
• US may hit new debt limit as early as Jan 14, Yellen says
  Yahoo/Reuters
• Wall St Week Ahead Trump's first actions and job data to test market in January
  Reuters
• Record Year for Momentum Trade Is Ending With Widening Cracks
  Yahoo/Bloomberg
• ECB May Mull Waiting Before Next Rate Cut, Holzmann Tells Kurier
  Yahoo/Bloomberg
• Argentina Spent $803 Million This Week on Importer Dollar Demand
  Yahoo/Bloomberg
• Putin apologizes for ‘tragic incident’ but stops short of saying Azerbaijani plane was shot down
  AP
• The 10 Most Intriguing Science Breakthroughs of 2024
  Bloomberg
• Mexico, Betting Trump Is Bluffing on Tariffs, Sees an Opportunity
  NYT
• Why Coffee Prices Are Soaring (Again)
  NYT
• Has Russia’s Shadow Fleet, Built to Evade Sanctions, Added Sabotage to Its List?
  NYT
• Yellen Says ‘Extraordinary Measures’ to Avoid Default Will Start in Mid-January
  WSJ
• U.S. Shale Is Growing Old. That’s a Problem for Donald Trump’s Oil Plans.
  WSJ
• The Data-Center Boom Eats Up a Lot of Land. Atlanta Says It’s Gone Too Far.
  WSJ

Friday, December 27, 2024

General

• US Equities Drop as Stocks Rise in Europe and Asia: Markets Wrap
  Yahoo/Bloomberg
• Oil Gains in Slow Year-End Trading With Focus on 2025 Risks
  Yahoo/Bloomberg
• US equity funds receive big inflows on cool inflation, funding bill, and holiday rally
  Yahoo/Reuters
• Tech dollars flood into AI data centers
  Axios
• Bird flu virus shows mutations in first severe human case in US, CDC says
  Reuters
• Brazil’s Annual Inflation Slows, Giving Central Bank Limited Respite
  Yahoo/Bloomberg
• Tokyo Inflation Accelerates, Supporting Case for BOJ Rate Hike
  Yahoo/Bloomberg
• Japan’s Cabinet Approves Record Budget in Test for PM Ishiba
  Yahoo/Bloomberg
• Thai Government Suffers Setback in Bid to Influence Central Bank
  Yahoo/Bloomberg
• Ukraine’s military intelligence says North Korean troops are suffering heavy battlefield losses
  AP
• An uneasy calm settles over Syrian city of Homs after outbreak of sectarian violence
  AP
• In a first, Taiwan's Presidential Office runs tabletop simulation on a China emergency
  Reuters
• Trump’s Tariff Threats Are Setting Off a Global Supply Chain ‘Freakout’
  Bloomberg
• Tokenization Has Become Wall Street’s Latest Favorite Crypto Buzzword
  Bloomberg
• China’s Local-Finance Cleanup Opens New Chapter With State Firms
  Bloomberg
• China’s Xi Says Nation Faces ‘Arduous’ Reform, Stability Tasks
  Bloomberg
• Wall St. Is Minting Easy Money From Risky Loans. What Could Go Wrong?
  NYT
• Flood-Soaked Homeowners Face a Costly Choice: Raise or Raze
  NYT
• The Fed Is Trying—Again—to Size Up Trump
  WSJ
• A Razor-Thin House Majority Creates Headaches for Republicans
  WSJ
• Bank of Japan Inching Toward Rate Hike, Summary of Opinions Suggests
  WSJ
• The Biggest Losers From High U.S. Rates Might Be Abroad
  WSJ
• South Korea impeaches acting president as political turmoil deepens
  FT
• China launches biggest amphibious assault ship in projection of military power
  FT

Thursday, December 26, 2024

Evening

• US stocks tread water in thin trade, benchmark US yield backs off new high
  Reuters
• Repo Rates Rise Even After Fed Tweak Meant to Dampen Volatility
  Yahoo/Bloomberg
• US holiday retail sales stronger than last year, Mastercard says
  Reuters
• 36% of Americans took on holiday debt this year — averaging $1,181 — survey finds. These tips can help
  CNBC
• Argentina Sells Most FX Reserves Since 2019 on Importer Demand
  Yahoo/Bloomberg
• South Korea’s Business Confidence Tumbles by Most Since Pandemic
  Yahoo/Bloomberg
• Putin Says Any Deal to Ship Gas Via Ukraine Will Be Difficult
  Yahoo/Bloomberg
• Dollar Dominance Is the Key to US Debt and Deficits
  Bloomberg
• Holiday Sales Reveal a Split in Consumer Spending
  WSJ
• The AI Boom May Be Too Good to Be True
  WSJ
• Deadly Ambush, Protests Challenge Syrian Leaders’ New Power
  WSJ

Afternoon

• Stock Rally Stalls in Sleepy Wall Street Session: Markets Wrap
  Yahoo/Bloomberg
• Gold advances in thin trade as investors mull Fed rate outlook
  Yahoo/Bloomberg
• Mortgage rates rise again, finishing the year at 6.85% — just about the way they started
  Yahoo Finance
• Russia accused of shooting down Azerbaijan passenger plane
  FT
• Finland seizes Russian shadow fleet oil tanker after cable-cutting incident
  FT
• The reshaping of the Middle East
  FT

General

• Stock Lower After Jobless Claims: Markets Wrap
  Yahoo/Bloomberg
• Oil Holds Gain on China Stimulus, US Stockpiles Drop
  Yahoo/Bloomberg
• US applications for unemployment benefits hold steady, but continuing claims rise to 3-year high
  AP
• Americans are exhausted by political news. TV ratings and a new AP-NORC poll show they’re tuning out
  AP
• Trump's first day frenzy: Everything he promised to do on "day one"
  Axios
• How America lost control of the bird flu, setting the stage for another pandemic
  CNN
• Japan Plans Record Budget With Ramped-Up Defense Spending
  Yahoo/Bloomberg
• In American Debt We Trust — But for How Long?
  Bloomberg
• Russia Rejects Trump Call for Ukraine Truce, But Ready for Talks
  Bloomberg
• China Ousts Two Military Lawmakers as Xi’s Defense Purge Widens
  Bloomberg
• Xi May Be Facing a No Good, Very Bad 2025
  Bloomberg
• A New Year’s Resolution for the Federal Reserve
  WSJ
• America’s Big Natural-Gas Footprint Is About to Get Even Bigger
  WSJ
• It Was a Bad Year for the World’s Autocrats
  WSJ
• Finland probes Russian shadow fleet oil tanker after cable-cutting incident
  FT
• India roars ahead of China to top Asian IPO rankings
  FT

Wednesday, December 25, 2024

General

• On Christmas Eve, Pope Francis appeals for courage to better the world
  Reuters
• Cities worldwide hold subdued Christmas Eve celebrations amid conflicts
  AP
• BOJ’s Ueda Avoids Giving Clear Hint on Chances of January Hike
  Bloomberg
• China Keeps Key Rate Steady as It Withdraws Most Cash Since 2014
  Yahoo/Bloomberg
• Russia is using bitcoin in foreign trade, finance minister says
  Yahoo/Reuters
• Russia launches 'inhuman' Christmas Day attacks, Ukraine says
  Reuters
• China Seeks to Spur Growth by Giving Local Officials Bond Leeway
  Bloomberg
• Will Trump Cut Short the Biden Clean-Energy Boom? Investors Are Nervous.
  NYT
• A.I., the Electricians and the Boom Towns of Central Washington
  NYT
• The Bank Behind the Fintech Revolution Stumbles After Customer Funds Go Missing
  WSJ
• Elite Colleges Have a Looming Money Problem
  WSJ
• Private equity payouts fell 50% short in 2024
  FT

Tuesday, December 24, 2024

Evening

• Stocks Buoyed as ‘Santa Claus Rally’ Period Begins: Markets Wrap
  Yahoo/Bloomberg
• Survey: Small businesses are feeling more optimistic about the economy after the election
  AP
• Canada condemns China's steps against Canadian institutions over Uyghurs, Tibet
  Reuters
• Spending Fight Shows Limits of Trump Power to Change Fiscal Path
  NYT
• A Credit-Score Hangover Is Hitting America’s Riskiest Borrowers
  WSJ

General

• Stocks Muted After Tech-Fueled Rally: Markets Wrap
  Yahoo/Bloomberg
• Oil Gains in Pre-Holiday Trading With Focus on China, Trump
  Yahoo/Bloomberg
• Base Metals Head Higher on Report of China Borrowing Boost
  Yahoo/Bloomberg
• Brazil Central Bank Offers to Sell $3 Billion as Real Weakens
  Yahoo/Bloomberg
• Japan Rolls Out More Yen Warnings as Market Liquidity Thins
  Yahoo/Bloomberg
• Biggest banks planning to sue the Federal Reserve over annual stress tests
  CNBC
• Trump dreams of empire expansion
  Axios
• BOJ debated need for caution in raising rates, Oct minutes show
  Reuters
• China Mulls Record $411 Billion Special Bonds, Reuters Says
  Yahoo/Bloomberg
• Exclusive: China plans record $411 billion special treasury bond issuance next year
  Yahoo/Reuters
• China to increase budget deficit, ramp up govt bond issuance to support growth
  Yahoo/Reuters
• China’s Finance Ministry Vows Greater, Faster Spending in 2025
  Yahoo/Bloomberg
• Staying in office is the main challenge for troubled France’s new government
  AP
• Colombia Is at Risk of Repeating Brazil’s Costly Fiscal Mistakes
  Yahoo/Bloomberg
• Panama President Rallies Support for Canal After Trump Threat
  Yahoo/Bloomberg
• Deal Makers See a Rebound in 2025 as Trump Returns to Power
  NYT
• Trump’s Wish to Control Greenland and Panama Canal: Not a Joke This Time
  NYT
• The Men and Women Swirling Around Elon Musk
  NYT
• Insurance and Taxes Now Cost More Than Mortgages for Many Homeowners
  WSJ
• Don’t Look Now, but China’s AI Is Catching Up Fast
  WSJ
• Defaults on leveraged loans soar to highest in 4 years
  FT
• US chief executives are leaving the corner office in record numbers
  FT
• Private equity investors trapped in China as top firms fail to find exit deals
  FT
• Airlines see busiest Christmas season on record
  FT

Monday, December 23, 2024

Afternoon

• Stocks Shrug Off Weak Data as Big Tech Rallies: Markets Wrap
  Yahoo/Bloomberg
• Trump feud over canal control weighs down Panama assets
  Yahoo/Bloomberg
• Americans are less confident about where the US economy is headed
  Yahoo Finance
• US New-Home Sales Rebound in November After Storm-Stricken Month
  Yahoo/Bloomberg
• Five Key Charts to Watch in Global Commodity Markets This Week
  Yahoo/Bloomberg
• Canada's Trudeau faces increasing pressure from his own MPs to quit
  Reuters

General

• Stocks Steady, Dollar Rebounds as Shutdown Averted: Markets Wrap
  Yahoo/Bloomberg
• Oil Steadies After Weekly Loss While Traders Weigh Trump Threats
  Yahoo/Bloomberg
• Bond Traders Face 2025 Amid Most Agonizing Easing in Decades
  Yahoo/Bloomberg
• Inflation, elections and war dominated 2024
  Reuters
• This is America’s ‘fatal flaw’ as the US bubble gets ready to pop, market expert warns
  Fortune
• Brace! Risks stack up for the global economy in 2025
  Yahoo/Reuters
• Hedge Funds Pile Into Trades Dollar-Yen Will Rise as High as 165
  Yahoo/Bloomberg
• Trump Efficiency Co-Chief Elon Musk Calls Fed ‘Overstaffed’
  Yahoo/Bloomberg
• The Star Dealmakers Remaking the Rules of Corporate Debt
  Yahoo/Bloomberg
• Venture Capital Partners Are Leaving Big Firms in Droves
  Yahoo/Bloomberg
• Lagarde says ECB very close to reaching its inflation goal, FT reports
  Yahoo/Reuters
• Ueda’s Caution Risks Yen Punching Holes in BOJ Policy Logic
  Bloomberg
• Japan’s Bond Market Is Set to Absorb Biggest Supply in a Decade
  Bloomberg
• Mexico Prices Slow Less Than Expected, Backing Rate Cut Pace
  Yahoo/Bloomberg
• America Needs to Break Its Debt Addiction — Crisis or Not
  Bloomberg
• Being in the Red Is Latin America’s Biggest Problem
  Bloomberg
• U.S. Takes Aim at China’s Production of Essential Computer Chips
  NYT
• GOP Spending Rebellion Is Ominous Sign for Trump’s All-Republican Government
  WSJ
• Trump Threatens to Take Control of Panama Canal, Greenland
  WSJ
• Xi Digs In With Top-Down Economic Plan Even as China Drowns in Debt
  WSJ
• Donald Trump names critic of Federal Reserve chair Jay Powell to top economic job
  FT
• Donald Trump and Panama trade blows over control of canal
  FT
• US banking giants capture biggest share of industry profits since 2015
  FT
• The world’s leading democracies are struggling to govern
  FT

Evening

• Stock futures inch higher as the market heads into holiday-shortened week: Live updates
  CNBC
• Asian Stocks Eye Cautious Gains as US Worries Ease: Markets Wrap
  Yahoo/Bloomberg
• Hedge Funds Cut Nuclear Technology Exposure After ‘Hard’ Rally
  Bloomberg
• Putin Sends Trump a Ukraine Message
  WSJ
• What’s Behind the Meltdown in Brazil
  WSJ
• ‘Fear in the market’: Brazil’s fiscal shortfall sends currency plumbing new lows
  FT
• Record $600bn pours into global bond funds in 2024
  FT