Daily News Links

8381 posts

Sunday, December 15, 2024

General

• The 24 Hours of Rate Cuts That End Year of Global Central-Bank Easing
  Yahoo/Bloomberg
• The final Fed meeting of 2024 awaits: What to know this week
  Yahoo Finance
• Office property meltdown is starting to surface at regional banks
  Yahoo/Bloomberg
• Massive Interest Burden Haunts $29 Trillion Emerging Debt Pile
  Yahoo/Bloomberg
• South Korea's acting president moves to reassure allies, calm markets after Yoon impeachment
  Reuters
• Brush With Russia in Baltic Points to New Flashpoint in NATO-Moscow Shadow War
  WSJ
• Big Chinese naval exercise leaves Taiwan and US struggling for response
  FT
• Will the Federal Reserve signal a pause in interest rate cuts?
  FT
• ‘No political authority’: South Korea’s interim leader faces daunting task
  FT
• Veterans of Arab uprisings warn Syrians of perils ahead
  FT
• Giorgia Meloni races to finalise budget to affirm markets’ faith in Italy
  FT

Saturday, December 14, 2024

General

• Wall St Week Ahead Fed rate view in focus as robust stocks year draws to close
  Reuters
• Trump considers privatizing U.S. Postal Service, Washington Post reports
  Yahoo/Reuters
• Americans Are Stockpiling to Get Ahead of Tariffs
  Yahoo/WSJ
• France Downgraded by Moody’s After Le Pen Derails Deficit Push
  Yahoo/Bloomberg
• South Korea’s parliament votes to impeach President Yoon Suk Yeol over his martial law order
  AP
• China to Cut Rates and RRR Next Year, PBOC Official Says
  Yahoo/Bloomberg
• Exclusive: Russia pulling back but not out of Syria, sources say
  Reuters
• CEOs court Trump at Mar-a-Lago
  Axios
• In Display of Fealty, Tech Industry Curries Favor With Trump
  NYT
• A New Risk for Employers: Losing Millions of Migrants With Temporary Work Permits
  WSJ
• Has World War III Already Begun?
  WSJ
• Moody’s downgrades France’s credit rating over political turmoil
  FT

Friday, December 13, 2024

General

• Wall Street Tech Rally to Extend as Broadcom Jumps: Markets Wrap
  Yahoo/Bloomberg
• Currencies Drop as China Disappointment Rattles Emerging Markets
  Yahoo/Bloomberg
• Key Treasury Spread Turns Positive With Fed Rate Cut in View
  Yahoo/Bloomberg
• Chinese Yields Hit Record Low as Leaders Reinforce Rate Cut Bets
  Yahoo/Bloomberg
• Fed to Cut Once More Before Slowing Pace in 2025, Economists Say
  Yahoo/Bloomberg
• US equity funds gain sixth weekly inflow on Fed rate cut expectations
  Yahoo/Reuters
• Macron names centrist Bayrou as French PM in bid to end political instability
  BBC
• China signals it's prepared to double down on support for the economy as Trump tariffs loom
  AP
• Analysis: China eyes negotiations as Trump threatens new tariffs
  Yahoo/Reuters
• China bank lending rises far less than expected, more policy steps needed
  Reuters
• Japan’s Business Sentiment Stays Upbeat in Line With BOJ View
  Yahoo/Bloomberg
• U.S. navy aircraft flew through Taiwan Strait on Friday
  Reuters
• Russian missiles batter Ukraine's embattled power grid
  Reuters
• Assad's final hours in Syria: Deception, despair and flight
  Reuters
• Dudley: The Fed Can’t Ignore All of Trump’s Intentions
  Bloomberg
• China’s Credit Growth Unexpectedly Slows Despite Stimulus
  Bloomberg
• PBOC Vows to Guard Against FX Shocks, Senior Official Says
  Bloomberg
• Trump Team Weighs Options, Including Airstrikes, to Stop Iran’s Nuclear Program
  WSJ
• Your Home-Insurance Bill Has Only One Way to Go: Up
  WSJ
• Leaders of Rich Nations Are Deeply Unpopular. That Spells Trouble Ahead.
  WSJ
• Global Defaults in 2024 Expected to Decline From 2023, Rise in Europe
  WSJ
• François Bayrou appointed French prime minister
  FT
• Roach: China’s Trump cards in the coming trade war escalation
  FT
• Tett: The chain of contradictions in Trump’s economic policy
  FT
• China bond yields sink after Beijing vows ‘vigorous’ effort to boost consumption
  FT
• Bundesbank slashes growth forecast and sounds alarm over trade war
  FT
• Syria’s Kurds fear US betrayal under Donald Trump
  FT

Evening

• Asian Stocks Drop Ahead of Next Week’s Fed Meeting: Markets Wrap
  Yahoo/Bloomberg
• Oil Set for Weekly Gain as Sanctions Outlook Offsets Glut Woes
  Yahoo/Bloomberg
• Trump advisers seek to shrink or eliminate bank regulators, WSJ reports
  Yahoo/Reuters
• Trump trade adviser warns against currency manipulation as China mulls weaker yuan
  Reuters
• China says will decide to hold military exercises around Taiwan "according to the situation of the struggle"
  Reuters
• How Assad's army collapsed in Syria: demoralised conscripts, absent allies
  Reuters
• Trump Advisers Seek to Shrink or Eliminate Bank Regulators
  WSJ

Thursday, December 12, 2024

Afternoon

• Wall Street on Hold as Tech-Fueled Rally Stalls: Markets Wrap
  Yahoo/Bloomberg
• Average rate on 30-year mortgage hits 6.6%, its third straight weekly decline
  AP
• US Household Wealth Climbs to a Record on Higher Stock Values
  Yahoo/Bloomberg
• US grid-scale energy storage sees record installations, deployments in Q3
  Yahoo/Reuters
• Trump Advisers Consider Raising SALT Write-Off Limit to $20,000
  Yahoo/Bloomberg
• Nato chief warns West ‘not ready’ to deal with Russian threat
  Independent
• Where next for Iran now that its 'Axis of Resistance' is shattered
  BBC
• China leaders pledge ‘vigorous’ promotion of domestic consumption
  FT
• Global ETF assets soar to $15tn as shift from mutual funds gathers pace
  FT
• Erdoğan sees nothing but opportunity in Syria
  FT

General

• Stocks Slip After Rally as Fed Cut Priced: Markets Wrap
  Yahoo/Bloomberg
• Yuan pressured by depreciation expectations; long-term yields fall to record lows
  Yahoo/Reuters
• US hikes tariffs on imports of Chinese solar wafers, polysilicon and tungsten products
  AP
• ECB cuts interest rates for fourth time this year
  Yahoo/Reuters
• SNB cuts interest rate 50 basis points, biggest reduction in nearly a decade
  Yahoo/Reuters
• Wholesale prices rose 0.4% in November, more than expected
  CNBC
• US applications for jobless benefits rise to highest level in 2 months but remain relatively low
  AP
• Neutral-Rate Guessing Game Comes With High Stakes in Bond Market
  Yahoo/Bloomberg
• Syrian rebel leader, after Assad's ouster, tightens his grip on the state
  Reuters
• America’s closest ally in Syria is losing ground as a new order takes shape
  AP
• China Vows Bigger Fiscal Spending to Boost Consumption Next Year
  Yahoo/Bloomberg
• China ends planning meeting with vows to stabilize its economy, but gives no details on stimulus
  AP
• Brazil Delivers Jumbo Rate Hike and Cues More in Potent Move
  Yahoo/Bloomberg
• Taiwan officials visit US for quiet talks with Trump's circle, say sources
  Reuters
• Behind the Curtain: The Great Upheaval
  Axios
• Authers: Inflation Took a Licking. Why’s It Still Ticking?
  Bloomberg
• Trump Vows to Use Ukraine Aid as Leverage Against Russia
  Bloomberg
• China Pledges More Stimulus to Shore Up Flagging Economy
  NYT
• Syria’s New Leaders Balance Huge Struggles Amid Disorder
  NYT
• Humbled in Syria, Putin Seeks Vindication in Ukraine
  NYT
• Ready for the Next Extreme-Weather Catastrophe? Here’s How to Pack a ‘Go Bag.’
  NYT
• Investors Shouldn’t Count on Much Help From the Fed Next Year
  WSJ
• China Comes Out Swinging as Trump Trade War Looms
  WSJ
• China Moves to Trump-Proof Its Economy
  WSJ
• South Korea’s Martial-Law Chaos Deepens, With a Suicide Attempt and Raids
  WSJ
• Dollar’s surge sparks biggest fall in emerging market currencies in 2 years
  FT
• South Korean president vows to ‘fight to the end’
  FT

Evening

• Asian Stocks to Rise as US Inflation Backs Fed Cut: Markets Wrap
  Yahoo/Bloomberg
• ECB to cut rates again and signal further easing as growth falters
  Reuters
• Exclusive: Syrian rebel leader says he will dissolve toppled regime forces, close prisons
  Reuters
• Brazil Delivers Jumbo Rate Hike and Cues More in Powerful Move
  Bloomberg
• Russia’s Assault on Georgia and Romania
  WSJ

Wednesday, December 11, 2024

Afternoon

• Big Tech Rallies as Fed Rate Cuts Get Green Light: Markets Wrap
  Yahoo/Bloomberg
• Oil Gains on Potential Tighter Russian Sanctions, Algo Buying
  Yahoo/Bloomberg
• US budget deficit jumps to $367 billion in November on calendar payment shifts
  Yahoo/Reuters
• Strengthening Inflation Poses Challenge for Trump, Fed
  Yahoo/WSJ
• Yellen says US will 'react strongly' to any currency manipulation
  Yahoo/Reuters
• Nvidia is the latest chess piece in the US-China tech war
  Yahoo Finance
• Egg inflation is back again, prices up 8.2% month over month
  Yahoo Finance
• Bank of Canada cuts rates by 50 bps says more gradual approach to follow
  Reuters
• US Deficit Widens in November on Higher Health, Defense Spending
  Bloomberg
• Bank of Canada warns Donald Trump’s tariffs will ‘dramatically’ hit growth
  FT
• Ayatollah Khamenei defiant even as Iran evacuates thousands from Syria
  FT

General

• Stocks Rise After CPI Gives Fed Green Light to Cut: Markets Wrap
  Yahoo/Bloomberg
• Gold Holds Advance as Traders Count Down to US Inflation Figures
  Yahoo/Bloomberg
• China’s Weaker Yuan Sends Ripples Across Emerging Market Currencies
  Yahoo/Bloomberg
• China Markets Flag Caution, Reduced Hope for Key Policy Meeting
  Yahoo/Bloomberg
• Bank of Korea Boosts Liquidity Injection in Bid to Calm Markets
  Yahoo/Bloomberg
• Annual inflation rate accelerates to 2.7% in November, as expected
  CNBC
• Mortgage refinance demand surges 27%, as interest rates drop for the third straight week
  CNBC
• BofA Warns Stocks Underpricing Risk of Inflation Return
  Yahoo/Bloomberg
• Celebrities and coastal residents flee from wind-driven wildfire in Malibu
  AP
• Exclusive: Chinese authorities are considering a weaker yuan as Trump trade risks loom
  Reuters
• Japan’s Producer Inflation Tops Estimates During Rate Hike Bets
  Yahoo/Bloomberg
• Explainer-How likely is a Bank of Japan rate hike next week?
  Yahoo/Reuters
• China says it takes 'necessary measures' to defend sovereignty over Taiwan
  Reuters
• Hedge-Fund Startups Dwindle as Managers Battle Pressure on Fees
  Yahoo/Bloomberg
• Xi Readies Bargaining Chips for US Trade War
  Bloomberg
• Assad’s Fall Jolts Iran’s Increasingly Vulnerable Leadership
  Bloomberg
• Houthi Attacks Turn Back the Clock for Shipping as Costs Pile Up
  NYT
• Syria’s Post-Assad Vacuum Has Become a Shooting Range for Great Powers
  WSJ
• How Booming Leveraged Funds Can Incinerate Your Money
  WSJ
• General Motors Scraps Cruise Robotaxi Program
  WSJ
• ‘Race against time’: US struggles to respond to Syria turmoil during presidential transition
  FT
• South Korean upheaval rattles US plan to counter China
  FT
• Mitch McConnell: ‘We’re in a very, very dangerous world right now’
  FT
• Hussman: New eras, same bubbles: the forgotten lessons of history
  FT
• Macron eyes political truce as he struggles to find new French premier
  FT
• Corporate France faces up to new era of political dysfunction
  FT

Evening

• Asian Stocks Muted, Dollar Weakens Ahead of US CPI: Markets Wrap
  Yahoo/Bloomberg
• Gold Holds Advance as Traders Count Down to US Inflation Figures
  Yahoo/Bloomberg
• Oil Steady Ahead of US Inflation Data and OPEC Market Report
  Yahoo/Bloomberg
• China Set to Start Annual Economic Meeting to Discuss Stimulus
  Yahoo/Bloomberg

Tuesday, December 10, 2024

Afternoon

• Stocks Waver as Traders Map Out Game Plans for CPI: Markets Wrap
  Yahoo/Bloomberg
• Oil Steadies as China Stimulus Optimism Counters Soft Imports
  Yahoo/Bloomberg
• Muni Managers Launch Record ETFs to Build on $142 Billion Market
  Yahoo/Bloomberg
• Russian navy ships anchored off Syrian coast, satellite imagery shows
  Reuters
• Assad's fall in Syria exposes limits of China's Middle East diplomacy
  Reuters
• Wall Street’s Titans Can’t Wait for Trump 2.0
  NYT
• Russian forces stay put at key military bases in Syria
  FT

General

• Stocks Steady as China Bump Fades Ahead of US CPI: Markets Wrap
  Yahoo/Bloomberg
• Gold Adds to Advance Before US Data That May Shape Fed Rate Move
  Yahoo/Bloomberg
• Emerging Stocks Halt Rally as China Momentum Starts to Fade
  Yahoo/Bloomberg
• Coffee Reaches Record With Brazil Crop Woes Adding to Crunch
  Yahoo/Bloomberg
• US Small-Business Optimism Soars to Three-Year-High After Trump Win
  Yahoo/Bloomberg
• US small business sentiment nears 3-1/2-year high in November
  Yahoo/Reuters
• Government debt glut could rock markets in 2025, BIS says
  Yahoo/Reuters
• Fiscal Debt Binge Is World’s Biggest Stability Threat, BIS Says
  Yahoo/Bloomberg
• Many student loan borrowers are in for a big, bad surprise in 2025
  Yahoo Finance
• Malibu blaze swells as Santa Ana winds bring "extremely critical" fire risk
  Axios
• China ready to go deeper into debt to counter Trump's tariffs
  Yahoo/Reuters
• China's exports slow sharply, imports shrink ahead of Trump tariffs
  Yahoo/Reuters
• China has full confidence in achieving this year's growth target, says Xi
  Yahoo/Reuters
• China Economists Ramp Up Expectations for Rate Cuts, Spending
  Yahoo/Bloomberg
• Elon Musk warns Republicans against standing in Trump’s way — or his
  AP
• BOJ Should Hike Given Risk of Falling Behind, Top Academic Says
  Yahoo/Bloomberg
• ECB Officials to Lock Horns Over How Much Cuts Can Boost Economy
  Bloomberg
• With Assad’s Fall, Erdogan Oversees Turkey’s Growing Regional Clout
  Bloomberg
• At ‘Tax Prom,’ Washington Prepares for More Tax Cuts
  NYT
• China’s Critical Minerals Embargo Is Even Tougher Than Expected
  NYT
• Wall Street Is Betting Billions on Rental Homes as Ownership Slips Out of Reach
  WSJ
• China Stages Largest Show of Force in Decades After U.S. Visit by Taiwan’s Lai
  WSJ
• After Ousting Assad, Syrian Rebels Rush to Impose Order in Damascus
  WSJ
• Iran Suffers Blow of ‘Historic Proportions’ With Assad’s Fall
  WSJ
• China’s Economy on the Loose (Money)
  WSJ
• In China’s Rapidly Aging Cities, Young People Flee and Few Babies Are Born
  WSJ
• Wall Street’s complex debt bonanza hits fastest pace since 2007
  FT
• Pettis: Tariffs are a misunderstood tool
  FT
• BIS warns politicians to rein in spending or risk market turbulence
  FT
• Will Trump usher in a new era of protectionism?
  FT
• Xi Jinping says China will remain world’s ‘growth engine’
  FT
• How Syria broke the world and is now Iran’s Achilles heel
  FT
• Bank of England warns that hedge funds bring ‘vulnerabilities’ to gilt market
  FT

Monday, December 9, 2024

Afternoon

• Stocks Kick Off Key Inflation Week Under Pressure: Markets Wrap
  Yahoo/Bloomberg
• Nvidia slides after China says it's probing the AI chip company for violating anti-monopoly laws
  Yahoo/AP
• US consumers expect higher inflation and better economy, New York Fed says
  Yahoo/Reuters
• Trump Is on Collision Course With EU Over Big Tech Crackdown
  Yahoo/Bloomberg
• Millions in California Face Critical Fire Risk From Strong Winds
  Yahoo/Reuters
• 'Bond vigilante' PIMCO trims long-term US sovereign debt holdings
  Yahoo/Reuters
• US Households’ Views of Finances Are Brightest Since Early 2020
  Bloomberg

General

• Stocks Waver as Geopolitics Temper China-Led Boost: Markets Wrap
  Yahoo/Bloomberg
• Gold Rises After PBOC Resumes Buying and Syria Aids Haven Demand
  Yahoo/Bloomberg
• Oil Advances as China Signals More Stimulus for Next Year
  Yahoo/Bloomberg
• With Assad ousted, a new era starts in Syria as the world watches
  Reuters
• Toppling of Assad transforms Middle East after year of chaos
  Axios
• From Trump and Turkey, to Russia and Iran — Syria’s regime change has huge global consequences
  CNBC
• South Korea says Yoon still controls military as leadership crisis deepens
  Reuters
• South Korea’s Yoon Banned From Overseas Travel as Probes Mount
  Yahoo/Bloomberg
• Private credit’s struggling pioneer is a warning sign for market
  Yahoo/Bloomberg
• Americans face challenges as health insurance costs rise and delays mount
  Yahoo/Reuters
• Miller outlines how Trump administration would prioritize mass deportations
  Axios
• Trump’s mass deportation plan could threaten workforces in industries from agriculture to health care
  CNBC
• Chinese Premier Vows to Do Everything Possible to Expand Demand
  Yahoo/Bloomberg
• China Signals Bolder Stimulus for Next Year as Trump Returns
  Yahoo/Bloomberg
• China Targets Nvidia For Potential Breach of Monopoly Law
  Yahoo/Bloomberg
• Japan's bankruptcies set to hit 11-year high in 2024, data shows
  Yahoo/Reuters
• Mexico Inflation Slows Under Forecast With Interest Rate Cut in Play
  Yahoo/Bloomberg
• UBS CEO Warns Markets Risk Being Rattled by Tariffs, Politics
  Yahoo/Bloomberg
• Europe on the Brink: A Divided Continent Girds for Trump
  Politico
• Russia has used its hypersonic Oreshnik missile for the first time. What are its capabilities?
  AP
• 2024 will be the hottest year on record, EU scientists say
  Reuters
• Bond Vigilantes Are Still Hibernating as the Market Sizes Up Trump 2.0
  Bloomberg
• Putin’s Syria Setback Threatens Key Russian Military Bases
  Bloomberg
• Trump Gives Powell a Reprieve, but Pledges Big Moves Elsewhere
  NYT
• Why Tariffs Could Really Pinch Retailers This Time
  WSJ
• Ad Revenue Predicted to Top $1 Trillion This Year for the First Time
  WSJ
• Israeli Troops Occupy Syria Buffer Zone in Defensive Step
  WSJ
• China Adopts Crisis-Era Language as Leaders Signal More Forceful Stimulus
  WSJ
• Japan’s Faster-Than-Expected Growth Builds Case for Rate Hike
  WSJ
• Assad’s fall could remake the Middle East
  FT
• How Bashar al-Assad’s regime crumbled
  FT
• Turkey: will Erdoğan emerge as the big winner of the Syria crisis?
  FT
• Israel draws furious reaction from Egypt after taking more Syrian territory
  FT
• China starts military movements after Taiwan leader’s first foreign trip
  FT
• China loosens monetary policy stance for first time in 14 years
  FT
• China flirts with deflation despite stimulus
  FT
• High Pacific surface temperatures fuel record warm year
  FT

Evening

• Asian Stocks Slip With Korea, Middle East in Focus: Markets Wrap
  Yahoo/Bloomberg
• Gold Advances as China’s Central Bank Resumes Buying After Pause
  Yahoo/Bloomberg
• South Korean Stocks Slide, Won Dips as Political Crisis Deepens
  Yahoo/Bloomberg
• Ousted Syrian leader Assad flees to Moscow after fall of Damascus, Russian state media say
  AP
• Bond Traders See Inflation Data Key to Timing Next Rate Cut
  Yahoo/Bloomberg
• Five Key Charts to Watch in Global Commodity Markets This Week
  Yahoo/Bloomberg
• Pressure Mounts on Macron to Name a New French Prime Minister
  Yahoo/Bloomberg
• Japan’s Economy Shows More Resilience as BOJ Mulls Hike Timing
  Yahoo/Bloomberg
• China's consumer inflation hits five-month low in November
  Yahoo/Reuters