Daily News Links

8381 posts

Sunday, December 22, 2024

General

• Wall St Week Ahead Investors hope for 'Santa Claus' rally as stocks lose steam
  Reuters
• Biden signs bill funding government through March, averting shutdown
  Axios
• Wall Street reevaluates 'higher for longer' rates post Fed meeting: What to know this week
  Yahoo Finance
• Trump says he might demand Panama hand over canal
  Reuters
• China Property Flare-Ups Resurface as Crisis Enters Fifth Year
  Yahoo/Bloomberg
• These Are the Wildest, Weirdest Stock-Market Prices We’ve Ever Seen
  WSJ
• The Week the GOP’s High Hopes Collided With Reality
  WSJ
• How 2024 reordered the Middle East
  FT

Saturday, December 21, 2024

General

• Stocks, Bonds Decline for the Week After Fed Pivot: Markets Wrap
  Yahoo/Bloomberg
• Government funding bill clears Congress and heads to President Biden, averting a shutdown
  AP
• Mike Johnson's magic debt ceiling promise
  Axios
• America’s Chip War With China Will Spread
  Yahoo/WSJ
• Tiny But Vital Metal Markets Rush to Adjust to Chinese Clampdown
  Yahoo/Bloomberg
• Musk’s Trump Trade Makes Tesla a Winner With $570 Billion Rally
  Yahoo/Bloomberg
• Why a housing market 'thaw' never came in 2024
  Yahoo Finance
• Exclusive: Fed's Barr seeks legal advice amid speculation Trump might remove him, sources say
  Reuters
• From Inflation to Bitcoin, 9 Charts That Explain 2024
  NYT
• The Next Great Leap in AI Is Behind Schedule and Crazy Expensive
  WSJ
• America’s Farm Recession Is Here. One Early Response Is Sending Billions to Farmers.
  WSJ
• The Global Hunt for Putin’s ‘Sleeper Agents’
  WSJ
• Time is running out for Canada’s Justin Trudeau
  FT

Friday, December 20, 2024

General

• US Stocks Extend Losses as Volatility Spikes: Markets Wrap
  Yahoo/Bloomberg
• Oil Falls for Second Day on Fed’s Slower Path and Tariff Risks
  Yahoo/Bloomberg
• EM Central Banks Ramp Up Currency Defense as Dollar Surges Ahead
  Yahoo/Bloomberg
• Japan Warns on Yen After BOJ’s Dovish Message Extends Slide
  Yahoo/Bloomberg
• China One-Year Bond Yield Sinks to 1% for First Time Since 2009
  Yahoo/Bloomberg
• House rejects Trump-backed plan on government shutdown, leaving next steps uncertain
  AP
• Live Updates: Government shutdown looms after Trump-backed bill fails
  CNN
• Federal Reserve’s preferred inflation gauge shows price pressures eased last month
  AP
• US equity funds saw biggest net outflows in 15 years ahead of Fed decision
  Yahoo/Reuters
• Global equity funds faced huge outflows ahead of Fed decision
  Yahoo/Reuters
• ‘Everybody Wants to Be My Friend’: Trump Marvels at Tech Titan Attention
  Yahoo/Bloomberg
• Twin Boom-and-Bust Hits $10 Trillion ETF Industry in Overdrive
  Yahoo/Bloomberg
• SPAC Kings Who Delivered 99% Losses Are Raising Billions Again
  Yahoo/Bloomberg
• BofA Strategist Hartnett Sees Shaky Sentiment as Fed Pivot Rattles Bulls
  Yahoo/Bloomberg
• Brazil’s Central Bank Burns $17 Billion in Reserves to Lift Real
  Yahoo/Bloomberg
• Brazil Congress Close to Deliver a Diluted Spending Cut Plan
  Yahoo/Bloomberg
• Analysis-BOJ bids final farewell to Kuroda's radical policy experiment
  Yahoo/Bloomberg
• Trump-Backed US Funding Plan’s Failure Showcases GOP Fissures
  Bloomberg
• There Seems to Be No Limit to How Expensive US Homes Can Get
  Bloomberg
• UK Bond Yields Head for 26-Year High With BOE Rate Path in Doubt
  Bloomberg
• House Rejects GOP Plan Backed by Trump as Government Barrels Toward Shutdown
  WSJ
• More Men Are Addicted to the ‘Crack Cocaine’ of the Stock Market
  WSJ
• US government shutdown looms after House rejects Donald Trump-backed funding bill
  FT
• Tett: A fiscal fight is brewing in the court of Donald Trump
  FT
• Inside Wall Street’s booming $1tn ‘synthetic risk transfer’ phenomenon
  FT
• China’s short-term bond yields fall below 1% for first time since 2009
  FT

Thursday, December 19, 2024

Afternoon

• Stocks Wobble With Traders on Edge After Fed: Markets Wrap
  Yahoo/Bloomberg
• US Yield Curve Is Steepest Since 2022 After Fed’s Rate-Cut Shift
  Yahoo/Bloomberg
• Brazil Spends Record $8 Billion to Stem Market Rout Lula Sparked
  Yahoo/Bloomberg
• Trump threatens government shutdown unless debt limit demand met, blames Biden if it happens
  ABC
• Trump was gliding into his inauguration. Now he’s facing a big mess.
  Politico
• US Existing-Home Sales Rise as Buyers Accept High Mortgage Rates
  Yahoo/Bloomberg
• Average rate on 30-year mortgage snaps 3-week slide and rises to highest level since late November
  AP
• IMF says Fed taking appropriate action on rates given high US uncertainty
  Yahoo/Reuters
• Trump Seeks Shutdown If Debt Limit Not Raised or Ended, ABC Says
  Bloomberg
• Stock Bulls Left Rudderless With Fed ‘Driving Blind’ on Rates
  Bloomberg
• Trump’s Return Leaves an Uneasy Europe Gearing Up for Turmoil
  Bloomberg

General

• US Stocks Stage Recovery After Fed Day Selloff: Markets Wrap
  Yahoo/Bloomberg
• Yen Slides More Than 1% to Weakest Since July on Ueda Comments
  Yahoo/Bloomberg
• PBOC Offers Strongest Yuan Support Since July After Dollar Gains
  Yahoo/Bloomberg
• South Korean won hits 15-year low as hawkish Fed, domestic politics weigh
  Yahoo/Reuters
• Asian Central Banks Start Pushback as Fed Shift Hits Currencies
  Yahoo/Bloomberg
• US applications for unemployment benefits come back down after last week’s big rise
  AP
• U.S. economy grows at 3.1% pace in third quarter, an upgrade from previous estimate
  AP
• Trump brings chaos back to Washington by attempting to kill bipartisan budget deal with Musk’s help
  AP
• Government shutdown odds are rising. Economic experts aren’t panicking (yet).
  Yahoo Finance
• Behind the Curtain: Musk's America
  Axios
• Private Credit Looks to Consumers, Infrastructure for Next Stage
  Yahoo/Bloomberg
• Dealmakers eye $4 trillion-plus M&A haul in 2025 on Trump boost
  Yahoo/Reuters
• BOJ Stands Pat as Dissenter’s Rate Hike Proposal Voted Down
  Yahoo/Bloomberg
• Lula’s Powerless Aides Let Currency Panic Go Unchecked in Brazil
  Yahoo/Bloomberg
• Brazil Congress Again Waters Down Fiscal Plan as Real Sinks
  Yahoo/Bloomberg
• BOE Keeps Rates Unchanged Even as Three Officials Back Cut
  Yahoo/Bloomberg
• France to Push Ahead With €300 Billion Bond Plan Without Budget
  Yahoo/Bloomberg
• New Zealand sinks into recession, more rate cuts coming
  Reuters
• Macao's casino boom brings wealth but at a cost, 25 years since China's takeover
  AP
• Trump, Musk Threaten US Shutdown and Shake Up Republican Party
  Bloomberg
• UK Weighs Donation Cap to Stymie Farage’s Pursuit of Musk Money
  Bloomberg
• Why the Specter of Trump Hangs Over the Fed, Congress and the Markets
  NYT
• Musk Draws First Blood With Spending Bill Bombshell
  WSJ
• They Look Like CDs, but They’re Annuities—and Sales Are Booming
  WSJ
• Putin Signals No Rush to End Ukraine War in Marathon TV Appearance
  WSJ
• Donald Trump’s presidency looms over the Federal Reserve
  FT
• Donald Trump’s pledges seep into Federal Reserve’s outlook
  FT
• Does the Fed know it’s Christmas time at all?
  FT
• Dealmakers bet that Trump will fuel mega-deal rebound
  FT
• Stop pushing Zelenskyy into peace talks, warns EU’s top diplomat
  FT

Wednesday, December 18, 2024

Evening

• S&P 500 Sees Worst Fed Day Since 2001; Yields Up: Markets Wrap
  Yahoo/Bloomberg
• Dollar Rises to Highest Since 2022 as Less Fed Cuts Seen
  Yahoo/Bloomberg
• Bonds Slump as Fed Gives Traders Reason to See Fewer 2025 Cuts
  Yahoo/Bloomberg
• Micron Drops After Sluggish PC, Phone Demand Hurts Forecast
  Yahoo/Bloomberg
• Trump opposes Johnson's spending deal to avert government shutdown
  Axios
• Live updates: Potential government shutdown looms as Trump tanks federal funding plan
  AP
• Government funding plan collapses as Trump makes new demands days before shutdown
  AP
• Powell Says Future Cuts Would Require Fresh Inflation Progress
  Yahoo/Bloomberg
• Federal Reserve cuts its key rate by a quarter-point but envisions fewer reductions next year
  AP
• Fed's Powell not ready to say what Trump policies will do to economy
  Yahoo/Reuters
• Fed 'dot plot' shows central bank will cut interest rates 2 more times in 2025
  Yahoo Finance
• Young Americans richer than ever, sense ‘economic fragility’: Report
  The Hill
• BOJ meets for final rate review this year as Trump risk clouds outlook
  Yahoo/Bloomberg
• Can China Shield the Biggest Uninsured Economy From Floods?
  Yahoo/Bloomberg
• Trump Says He Opposes Stopgap Government Funding Bill
  Bloomberg
• Brazil Central Bank Calls New Spot Auction as Currency Craters
  Bloomberg
• Trudeau’s Political Crisis Rips Up Playbook for Trade Fight With Trump
  Bloomberg
• The Fed Is as Clueless as Markets
  Bloomberg
• Fed Cuts Rates, but Projects Fewer Reductions Next Year
  NYT
• Fed Signals Plan to Slow Rate Cuts, Sending Stocks Lower
  WSJ
• The Fed Admits an Inflation Mistake
  WSJ
• Federal Reserve cuts rates but ‘hawkish’ forecast hits stocks and sends dollar jumping
  FT
• Brazil currency sell-off piles fiscal reform pressure on Lula
  FT
• UK borrowing costs climb as ‘stagflation’ fear stalks gilt market
  FT

Afternoon

• Stocks, Bonds Drop After Fed’s ‘Hawkish Cut’: Markets Wrap
  Yahoo/Bloomberg
• Brazil's real hits record low as markets eye govt spending
  Reuters
• S&P 500 gives up gain as Fed signals fewer rate cuts next year: Live updates
  CNBC
• Fed meeting live updates: Fed forecast disappoints markets as traders await more detail from Chair Powell
  CNBC
• Federal Reserve is set to cut key rate but consumers might not feel much benefit anytime soon
  AP
• Fed 'dot plot' shows central bank will cut interest rates two more times in 2025
  Yahoo Finance
• Oil Rises as US Exports Grow, Kazakhstan Pledges to Limit Output
  Yahoo/Bloomberg
• Brazil Finance Chief Says Real May Be Under ‘Speculative Attack’
  Yahoo/Bloomberg
• Brazil Traders ‘Sell First, Ask Later’ as Panic Hits Markets
  Yahoo/Bloomberg
• US current account deficit hits record high in the third quarter
  Yahoo/Bloomberg
• US Housing Starts Fall to Four-Month Low on Multifamily Decline
  Yahoo/Bloomberg
• MicroStrategy’s Saylor Wants to Add More ‘Intelligent Leverage’
  Yahoo/Bloomberg
• World’s Worst Performing Currency Hurts Dollar Borrowers in Brazil
  Yahoo/Bloomberg
• Elon Musk Eggs On GOP Rebellion Over Spending
  WSJ
• China is rapidly expanding nuclear forces, says Pentagon
  FT

General

• Stocks Rebound in Countdown to Fed Rates Decision: Markets Wrap
  Yahoo/Bloomberg
• Oil Rises on Expectations of Sharp US Crude Stockpile Decline
  Yahoo/Bloomberg
• China Pushes Back Against Bond Frenzy, Sends Yields Climbing
  Yahoo/Bloomberg
• Cocoa soars above $12,000 to reach fresh record on supply fears
  Yahoo/Bloomberg
• Morning Bid: Fed looms and Europe gets inflation data
  Reuters
• Federal Reserve is set to cut key rate but consumers might not feel much benefit anytime soon
  AP
• Fed expected to combine interest rate cut with hawkish 2025 outlook
  Yahoo/Bloomberg
• Powell has a long to-do list for his last full year as Fed chief
  Yahoo/Reuters
• Biden ratchets up AI chip war with China
  Axios
• Mortgage demand drops for the first time in 5 weeks, after interest rates rise
  CNBC
• US ports brace for perfect storm as tariff threats scramble supply chains
  Yahoo/Bloomberg
• BOJ's rate hike debate shifts from 'when?' to 'how high?'
  Reuters
• Traders Scale Back BOE Rate-Cut Bets After Inflation Stays High
  Yahoo/Bloomberg
• US Housing Starts Fall to Four-Month Low on Multifamily Decline
  Bloomberg
• Trump Team’s 100-Day Plan Shows EV Policy Stripped of Rebates
  Bloomberg
• Turkey-Backed Syria Forces Aim to Push on Against Kurdish Groups
  Bloomberg
• Silicon Valley’s Secondary Markets Are Bigger Than Ever
  Bloomberg
• Domino Theory of Norms Spells Doom for US Politics
  Bloomberg
• We’re Burning More Coal Than Ever Thanks to China
  Bloomberg
• What to Watch as the Fed Makes Its Final 2024 Rate Decision
  NYT
• Short-Term Loans Get Just What They Need: A Long-Term Commitment
  WSJ
• This Year’s Biggest News Stories, From Wars to the Election to AI, as Told by WSJ
  WSJ
• Killing of Top Russian General Is a Message From Ukraine: You Aren’t Safe—Even at Home
  WSJ
• Brazil currency rout risks worsening unless Lula delivers fiscal reforms
  FT

Tuesday, December 17, 2024

Afternoon

• US Stocks Drop as Traders Ponder Fed’s 2025 Path: Markets Wrap
  Yahoo/Bloomberg
• Treasury Yields Stall Near Month’s Highs With Rate Cut Expected
  Yahoo/Bloomberg
• US manufacturing output rebounds less than expected in November
  Reuters
• US Homebuilder Outlook Jumps on Optimism Trump Will Cut Red Tape
  Yahoo/Bloomberg
• 2024 the 'year of the bond' as record inflows top $600 billion
  Reuters
• Canada’s prime minister faces calls to resign. Here’s what could happen next
  AP
• California Reels From Extreme Weather as Wildfire Risks Return
  Bloomberg
• Blackout Risk Is Rising for North American Grids, Study Says
  Bloomberg
• AI poses threat to North American electricity grid, watchdog warns
  FT

General

• Stocks Retreat as Traders Await Federal Reserve: Markets Wrap
  Yahoo/Bloomberg
• Oil Holds Decline as Poor China Economic Data Weighs on Outlook
  Yahoo/Bloomberg
• Asian Currency Index Drops to Two-Year Low as China, Trump Weigh
  Yahoo/Bloomberg
• UK’s 10-Year Yield Nears Highest Since 1990 Relative to Germany
  Yahoo/Bloomberg
• Retail sales rose at healthy pace last month in latest sign of US economy’s health
  AP
• Record holiday travel expected to end a busy year
  Axios
• BofA Says Stocks Flash Sell Signal After Cash Holdings Tumble
  Yahoo/Bloomberg
• Dealmakers Await Trump After Bouncing Back With $3 Trillion Haul
  Yahoo/Bloomberg
• Canada finance minister quits after clash with Trudeau over Trump tariffs, spending
  Reuters
• Exclusive: China plans record budget deficit of 4% of GDP in 2025
  Reuters
• China capital markets outflow hits record high in Nov after Trump election win
  Reuters
• China’s Premier Calls for Urgency in Implementing Economic Work
  Yahoo/Bloomberg
• German Business Outlook Slumps Amid Economic Uncertainty
  Yahoo/Bloomberg
• Brazil Central Bank Says Record Low Exchange Rate is Fueling Inflation
  Yahoo/Bloomberg
• A bomb killed a Russian general in Moscow. A Ukrainian official says secret service was behind it
  AP
• Russia to boost its ballistic arsenal with new missiles and testing, commander says
  Reuters
• 2023, 2024 climate change records defy scientific explanation
  Axios
• The Federal Reserve Should Wait Before Cutting Again
  Bloomberg
• Can the US Power Industry Meet AI’s Steep Energy Demands?
  Bloomberg
• Authers: New World Disorder Is Disrupting Business as Usual
  Bloomberg
• Bracing for a Fed Pullback
  NYT
• High on Hope, Wall St. Hears What It Wants From Trump
  NYT
• A Question for Jerome Powell: Why Cut Interest Rates Now?
  WSJ
• Will the Fed Keep Cutting in 2025?
  WSJ
• Why This Frothy Market Has Me Scared
  WSJ
• U.S. Fears Military Buildup by Turkey Signals Preparations for Incursion Into Syria
  WSJ
• The Housing Affordability Crisis Is Going Global
  WSJ
• Tech-Loving Hedge Funds Have a Crush on Utility Stocks
  WSJ
• Trump’s bonanza of the century
  FT
• Wall Street bets Trump will fuel further dollar gains
  FT
• Top Russian general killed in bomb blast in Moscow
  FT

Monday, December 16, 2024

Afternoon

• S&P 500 rises as Wall Street gets ready for Fed meeting this week: Live updates
  CNBC
• Gold Edges Higher as Traders Assess Fed’s Rate-Cuts Outlook
  Yahoo/Bloomberg
• US Services Activity Expands by Most in More Than Three Years
  Yahoo/Bloomberg
• US factory activity slumps further in December as tariffs loom
  Yahoo/Reuters
• US manufacturers predict growth in 2025 after prolonged slump
  Yahoo/Reuters
• Finance Minister Shocks Canada by Quitting Amid Rift Over Fiscal Policy and Trump
  MSN/Bloomberg
• Germany set for snap elections after chancellor loses confidence vote
  CNBC
• Germany headed for early elections after Olaf Scholz loses confidence vote
  FT
• Economic unfairness threatens to undermine democracy in South Korea
  FT
• Vladimir Putin threatens to lift missile restraints in warning to west
  FT

General

• US Stock Optimism Builds Ahead of Rate Decisions: Markets Wrap
  Yahoo/Bloomberg
• Oil prices drop on soft Chinese spending data
  Reuters
• Cocoa Hits Fresh Record in Blow to Chocolate Makers, Consumers
  Yahoo/Bloomberg
• Federal Reserve is likely to slow its rate cuts with inflation pressures still elevated
  AP
• Wall Street eyes 2025 volatility spikes on Trump tariffs, geopolitics
  Yahoo/Bloomberg
• French Private Sector Shrinks for Fourth Month on Political Woes
  Yahoo/Bloomberg
• China Home Prices Fall at Slower Pace in ‘Fragile’ Recovery
  Yahoo/Bloomberg
• China Will Keep Trying to Spur Consumption Without Big Stimulus
  Yahoo/Bloomberg
• China's economy logs a lackluster performance in November as retail sales slow
  AP
• China’s November retail sales miss expectations as real estate slump deepens
  CNBC
• China's Jan-Nov government land sales revenue falls 22.4% y/y
  Reuters
• Putin accuses West of pushing Russia to its "red lines" forcing it to respond
  Reuters
• Middle East latest: Assad says he had no plans to leave Syria but was evacuated by Russians
  AP
• Powell’s Fed Appears Headed for Another Collision With Trump
  NYT
• Why America’s Kurdish Allies Are Under Threat in a New Syria
  NYT
• The Fed’s Game Plan on Interest-Rate Cuts Keeps Shifting
  WSJ
• China Races to Squelch Unrest as Signs of Economic Malaise Spread
  WSJ
• China’s Economy Loses Momentum
  WSJ
• Fed charts more cautious path for rates as high prices persist
  FT
• How ‘the mother of all bubbles’ will pop
  FT
• Netanyahu and Erdoğan compete to be the Middle East’s strongman
  FT

Evening

• Asian Stocks Set to Fall Ahead of China Data Dump: Markets Wrap
  Yahoo/Bloomberg
• Oil Holds Weekly Advance as US Signals Tighter Russia Sanctions
  Yahoo/Bloomberg
• Five Key Charts to Watch in Global Commodity Markets This Week
  Yahoo/Bloomberg
• Morning Bid: 2024 bull run in home stretch, China 'data dump' eyed
  Reuters
• Automakers Thrived in the Pandemic. Many Are Now Struggling.
  NYT
• Economists trim Fed rate cut estimates on fear of Trump inflation surge
  FT