Daily News Links

8381 posts

Sunday, December 1, 2024

General

• Bond Vigilantes Upend France’s Debt Market: Credit Weekly
  Yahoo/Bloomberg
• Trump threatens 100% tariffs on BRICS if they move away from the dollar
  Axios
• Trump Demands ‘Commitment’ From BRICS Nations on Using Dollar
  Yahoo/Bloomberg
• Far-Right Leader Le Pen Has Never Been So Powerful in France
  Yahoo/Bloomberg
• China Condemns US Over Hawaii Transit by Taiwan President Lai
  Bloomberg
• China Is Studying Russia’s Sanctions Evasion to Prepare for Taiwan Conflict
  WSJ
• On Brief Stop in U.S., Taiwan President Sends Signal to Both China and Trump
  WSJ
• Trump threatens Brics nations with 100% tariffs if they undermine dollar
  FT

Saturday, November 30, 2024

General

• Black Friday data shows US shoppers spent $10.8 billion online
  Yahoo/Reuters
• Trump and Republicans in Congress eye an ambitious 100-day agenda, starting with tax cuts
  AP
• Trump tariffs threaten to crack open North American economies
  The Hill
• S&P Sticks With France Rating in Reprieve for Prime Minister
  Yahoo/Bloomberg
• BOJ’s Ueda Says Rate Hike Getting Nearer With Wage Trend Key
  Yahoo/Bloomberg
• China Home Sales Drop Again as Sustained Stimulus Effect Missing
  Bloomberg
• Setbacks for Russia, Iran and Hezbollah Turn Into a Catastrophe for Syria’s Assad
  WSJ
• Marine Le Pen turns screws on PM Michel Barnier in French budget showdown
  FT
• Is France heading for a Greek-style debt crisis?
  FT

Friday, November 29, 2024

General

• Stocks Gain as Dollar Snaps 8-Week Winning Run: Markets Wrap
  Yahoo/Bloomberg
• French Yields Close In on Italy With Safe Market Image in Ruins
  Yahoo/Bloomberg
• Gold Extends Gains on Weaker Dollar and Rising Risks in Ukraine
  Yahoo/Bloomberg
• Yen Breaches Key 150 Level as Tokyo Inflation Fuels BOJ Bets
  Yahoo/Bloomberg
• Dollar Heads for Worst Week Since August as Trump Trade Stalls
  Yahoo/Bloomberg
• Brazil Markets Set for Worst Week in Two Years on Spending Plan
  Yahoo/Bloomberg
• France’s Le Pen Boosts Budget Asks Ahead of Monday Deadline
  Yahoo/Bloomberg
• Wall Street Macro Traders Head for Worst Year Since the Pandemic
  Yahoo/Bloomberg
• Euro-Zone Inflation Accelerates But Won’t Derail ECB Cuts
  Yahoo/Bloomberg
• Tokyo CPI Speeds Up, Fueling Yen Move Amid BOJ Hike Speculation
  Yahoo/Bloomberg
• PBOC Injects $111 Billion of Liquidity as Bond Supply Surges
  Yahoo/Bloomberg
• Global equity funds draw ninth weekly inflow in a row
  Yahoo/Reuters
• Finance Firms Beyond Banks Not Ready For Crisis, BOE Warns
  Yahoo/Bloomberg
• Iran plans new uranium-enrichment expansion, IAEA report says
  Reuters
• Corporate Bond ETFs Are Fueling a Rise in Monster Block Trades
  Bloomberg
• Will the Markets Check Trump’s Power?
  NYT
• Private-Equity Funds Are Taking Out Loans They Don’t Really Need
  WSJ
• China’s Local Governments Hold Back Wages in Desperate Scrape for Cash
  WSJ
• Russia’s War Economy Shows New Cracks After the Ruble Plunges
  WSJ
• Chinese Ship’s Crew Suspected of Deliberately Dragging Anchor for 100 Miles to Cut Baltic Cables
  WSJ
• India’s Economy Slows More Than Expected, Potentially Clearing Path for Rate Cuts
  WSJ
• French government warns Marine Le Pen’s party over budget battle
  FT
• Bank of England warns of risks from non-banks in future markets crisis
  FT
• Chinese bond market grapples with ‘Japanification’
  FT
• The epic spectacle that is the bitcoin juggernaut MicroStrategy
  FT

Thursday, November 28, 2024

General

• Doing Good is Good for You, Research Shows
  MSN/WP
• European Stocks Rebound as Tech Sector Leads Gains: Markets Wrap
  Yahoo/Bloomberg
• French 10-Year Borrowing Costs Match Greece’s for First Time
  Yahoo/Bloomberg
• Brazil’s Real Drops to All-Time Low as Spending Cuts Fall Flat
  Yahoo/Bloomberg
• Oil Edges Higher in Thin Trading Ahead of Key OPEC+ Meeting
  Yahoo/Bloomberg
• Why France’s Political and Budget Drama Is Spooking Investors
  Yahoo/Bloomberg
• Carry Traders Gird for Stressful Holiday With Wild Swings in Yen
  Yahoo/Bloomberg
• US Preps China Chip Curbs That Stop Short of Early Proposals
  Yahoo/Bloomberg
• Trump Tariff Threat ‘Chilling Signal’ for Mexico Economy
  Yahoo/Bloomberg
• Europe’s €1.705 Trillion Bond Sales in 2024 Beat Pandemic Record
  Yahoo/Bloomberg
• Brazil President Lula Cuts Spending by $12 Billion as Investor Concerns Soar
  Yahoo/Bloomberg
• Latest ‘massive’ Russian aerial attack cuts power to 1 million homes in Ukraine
  AP
• The World’s Biggest Buyers of Gold Are Now Among East European Central Banks
  Bloomberg
• Europe Drills Its Citizens for the New Cold War
  Bloomberg
• Home Buyers Enter a Strange New World
  WSJ
• French bond yields surpass Greece’s for first time as budget worries swirl
  FT
• Vladimir Putin threatens to obliterate Kyiv as Russia targets Ukraine’s energy grid
  FT
• China’s support for Russia has hurt its relations with Europe, say Nordic and Baltic states
  FT
• Nvidia and the AI boom faces a scaling problem
  FT
• What next for Hizbollah?
  FT

Wednesday, November 27, 2024

Evening

• Stocks Halt Record-Breaking Rally as Tech Gets Hit: Markets Wrap
  Yahoo/Bloomberg
• Canada is already examining tariffs on certain US items following Trump’s tariff threat
  AP
• Trump’s tariffs in his first term did little to alter the economy, but this time could be different
  AP
• Stock market optimism keeps rising
  Axios
• Russian central bank intervenes as rouble tumbles past 110 to the dollar
  Reuters
• Russian acts of sabotage may lead to NATO invoking Article 5, says German intel chief
  Reuters
• Nuclear attack unlikely despite Putin's warnings, US intelligence says
  Reuters
• China Has a New Playbook to Counter Trump: ‘Supply Chain Warfare’
  NYT

Afternoon

• ‘Magnificent Seven’ Get Hit as Stocks Halt Rally: Markets Wrap
  Yahoo/Bloomberg
• French Bond Spreads Stabilize After Biggest Outflows Since 2022
  Yahoo/Bloomberg
• Oil Holds Steady With OPEC+ Meeting, Cease-Fire Plan in Focus
  Yahoo/Bloomberg
• French Bank Stocks Pressured by Fears of a Government Crisis
  Yahoo/Bloomberg
• Mexico would raise tariffs if US does so first, president says
  Yahoo/Reuters
• US consumer spending rises solidly, inflation appears stuck above Fed target
  Yahoo/Reuters
• Number of Americans filing for jobless benefits falls again and hovers near 7-month lows
  AP
• US pending home sales rise for third straight month, NAR says
  Yahoo/Reuters
• US GDP Grows at Solid 2.8% Pace, Helped by Consumer Spending
  Yahoo/Bloomberg
• Average rate on a 30-year mortgage in the US slips to 6.81%
  AP
• In Hot Credit Market, Fixed-Maturity Funds Are Booming
  Yahoo/Bloomberg

General

• Stocks Slip With Focus on Trump’s Picks, US Data: Markets Wrap
  Yahoo/Bloomberg
• Gold Rises On Weaker Dollar as Traders Look to US Economic Data
  Yahoo/Bloomberg
• Oil Steadies as Traders Await Clues on OPEC+ Production Plans
  Yahoo/Bloomberg
• Russian Ruble Slides to Weakest Level Since Early Days of Ukraine War
  Yahoo/WSJ
• French Bond Risk Hits Highest Since Euro Crisis on Budget Battle
  Yahoo/Bloomberg
• Jobless claims slide to 7-month low. Businesses not cutting many jobs.
  Dow Jones
• US economy grows at 2.8% pace in third quarter on consumer spending, unchanged from first estimate
  AP
• Homebuyer demand for mortgages jumps 12%, after first interest rate drop in over 2 months
  CNBC
• Trump’s Trade Chief Advocates ‘Strategic Decoupling’ From China
  Yahoo/Bloomberg
• China state media warn Trump against mutually destructive tariff war
  Yahoo/Reuters
• Mexico's president would impose retaliatory tariffs in response to Trump's plan
  Axios
• Exclusive: In careful protest, China Evergrande's investors press for action
  Reuters
• German consumer sentiment tumbles on job cut fears, survey shows
  Yahoo/Reuters
• Bessent Has $6.7 Trillion Mountain of Worry Waiting at Treasury
  Bloomberg
• Inflation is Back in Focus as Trumponomics Looms Large Over Global Trade
  NYT
• Trump’s Tariff Message: I’m in Charge of the Economic Agenda
  WSJ
• Trump Returns to ‘Maximum Pressure’ as Era of Biden Alliances Ends
  WSJ
• Trump Treasury Nominee’s Oil Math Doesn’t Add Up
  WSJ
• Mexico’s new president digs in with radical ideas as Trump threat looms
  FT
• French financial markets hit by threat of government collapse
  FT
• ‘The hard part starts now’: Lebanon braces for power struggle after ceasefire
  FT
• China’s defence minister placed under investigation for corruption
  FT

Tuesday, November 26, 2024

Evening

• Israel and Lebanon’s Hezbollah agree to a ceasefire to end nearly 14 months of fighting
  AP
• Federal Reserve officials signal cautious path for rate cuts amid still-high inflation
  Yahoo/Bloomberg
• Fed cites volatility, uncertainty as reasons to go slow on rate cuts
  Reuters
• Fed Officials Mull Reverse-Repo Rate Cut to Control Benchmark
  Yahoo/Bloomberg
• Mexican president warns Trump tariffs will kill jobs, hints at retaliation
  Reuters
• Tariff Threats Show Trump’s Commitment to Upending Global Trade
  NYT
• He Helped ‘Break’ the Bank of England. Now He May Run the U.S. Treasury.
  NYT
• Fed Kept Options Open on Rate Cuts, Minutes Show
  NYT
• Fed Minutes Signal More Caution on Cuts if Inflation Progress Stalls
  WSJ
• Trump Fires Salvo on North American Trade Pact
  WSJ
• Federal Reserve minutes show officials backed gradual pace of rate cuts
  FT
• Mexico caught cold by threat of Trump trade war
  FT
• North Korean casualties in Storm Shadow strike on Kursk, says Kyiv
  FT

Afternoon

• S&P 500’s Seven-Day Run Puts Fresh Record in Sight: Markets Wrap
  Yahoo/Bloomberg
• Exclusive-Trump would impose 25% tariffs on oil from Mexico and Canada under trade plan, sources say
  Yahoo/Bloomberg
• US consumer confidence ticks higher on better outlook for hiring
  AP
• New home sales slump to lowest level in almost two years
  Yahoo Finance
• Federal agency raises the size of most single-family loans the government can guarantee to $806,500
  AP
• Goolsbee Says It Makes Sense to Slow Cuts as Fed Nears Neutral
  Yahoo/Bloomberg

General

• Stocks Bounce Back From Trump Tariff Threat: Markets Wrap
  Yahoo/Bloomberg
• Trump’s Tariff Threat to Top US Trading Partners Roils Markets
  Yahoo/Bloomberg
• China's yuan slides to four-month low on Trump's tariff promise
  Reuters
• Morning Bid: Trump tariff threat jolts Canadian dollar, peso, yuan
  Reuters
• China Draws a Red Line for the Yuan as Trump Risks Return
  Yahoo/Bloomberg
• Trump Tests Xi’s Appetite to Play Ball With Early Tariff Threat
  Yahoo/Bloomberg
• 'No one will win a trade war,' China says after Trump tariff threat
  Yahoo/Reuters
• Fed minutes may show start of debate over how far to go on rate cuts
  Yahoo/Reuters
• Fed Minutes to Offer Clues on How Far and Fast Officials Can Cut
  Yahoo/Bloomberg
• Wall Street still doesn't know what to make of Donald Trump: Morning Brief
  Yahoo Finance
• 4 ways Scott Bessent's honeymoon as Trump's Treasury secretary could end
  Yahoo Finance
• ‘Drill, Baby, Drill’ Is Unlikely Under Trump, Exxon Says
  Yahoo/Bloomberg
• Russia accelerates advance in Ukraine's east
  Reuters
• Ukraine says Russian attack sets a new record for the number of drones used
  AP
• French Central Bank Chief Urges Clarity as Budget Doubts Persist
  Yahoo/Bloomberg
• Dudley: Bessent Will Have to Fix America’s Finances. Good Luck With That.
  Bloomberg
• Florida Developers Rush to Meet Demand for Newly Built Condos
  Bloomberg
• Japan’s Firms Pass Costs to Customers at Fastest Pace Since 1992
  Bloomberg
• Trump Plans Tariffs on Mexico, Canada and China That Could Cripple Trade
  NYT
• After Trump’s Tariff Threat, Is a China Currency War Next?
  NYT
• Can Wall Street Billionaires Deliver on Trump’s Blue-Collar Promise?
  NYT
• Musk Wants $2 Trillion of Spending Cuts. Here’s Why That’s Hard.
  WSJ
• How Shanghai’s ambition of being the ‘future of finance’ fell apart
  FT
• Chinese ship linked to cable sabotage urged to move into Swedish waters
  FT

Evening

• Dollar Rises as Trump Threatens Higher Tariffs: Markets Wrap
  Yahoo/Bloomberg
• Dollar Rallies, Mexican Peso Slumps on Trump’s Tariff Threat
  Yahoo/Bloomberg
• Fed's Kashkari: Interest-rate cut in December is 'reasonable'
  Yahoo/Reuters
• Trump threatens to impose sweeping new tariffs on Mexico, Canada and China on first day in office
  AP
• Trump promises day 1 tariffs on Canada and Mexico, plus higher China levies
  Axios
• What Trump's Treasury secretary has planned for the economy
  Axios
• Fed’s Goolsbee Argues for Rate Cuts Barring Signs of Overheating
  Bloomberg
• Risk of US Credit Cycle Overheating Underpriced, Deutsche Bank Says
  Bloomberg
• Trump Pledges Tariffs on Mexico, Canada and China
  WSJ
• Scott Bessent’s Treasury Gauntlet
  WSJ

Monday, November 25, 2024

Afternoon

• Stocks Join Bonds Higher on Trump’s Treasury Pick: Markets Wrap
  Yahoo/Bloomberg
• Russell 2000 hits record high on Trump policy, Fed rate-cut optimism
  Yahoo/Reuters
• Oil Plunges as Israel Moves Closer to Cease-Fire With Hezbollah
  Yahoo/Bloomberg
• Coffee Prices Surge to Highest Since 1997 on Supply Fears
  Yahoo/Bloomberg
• Wall Street’s Top Cop to Resign After Three Years as Trump Returns
  Yahoo/Bloomberg
• ‘Buy now, pay later’ is more popular than ever. Experts warn shoppers not to overdo it
  AP
• What’s blocking a ceasefire between Israel and Hezbollah?
  AP
• Top NATO Official Calls on Business Leaders to Prepare for "Wartime Scenario"
  MSN/Reuters
• Dealmakers’ $35 Billion Merger Monday Sets Up Big Finish to 2024
  Bloomberg

General

• Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap
  Yahoo/Bloomberg
• Dollar, US Yields Fall on Bets Bessent Will Dilute Trump Plans
  Yahoo/Bloomberg
• Oil Falls as Bessent Seeks More US Output, Israel Nears Truce
  Yahoo/Bloomberg
• Adani bonds slide to year low as investors and lenders weigh bribery allegations
  Reuters
• Trump’s Treasury Choice Bessent Tells WSJ Tax Cuts a Priority
  Yahoo/Bloomberg
• Trump Trade Muddles Inflation Outlook in Fed’s Favorite Gauge
  Yahoo/Bloomberg
• Tesla’s $350 Billion Stock Surge Driven by ‘Animal Spirits,’ UBS Says
  Yahoo/Bloomberg
• China Keeps Policy Loan Rate Unchanged for Second Month
  Yahoo/Bloomberg
• Paper Losses on Bonds Double for Japan’s Life Insurers
  Yahoo/Bloomberg
• A New World Order Is Here, and It Looks a Lot Like Mercantilism
  Bloomberg
• What Missiles Are Russia and Ukraine Firing? What Do They Do?
  Bloomberg
• Chinese Developer Vanke Seeks to Alter Terms on Two Bank Loans
  Bloomberg
• The Bessent Bounce — Markets Cheer Trump’s Treasury Pick
  NYT
• Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It.
  WSJ
• If Inflation Is Back, Protecting Against It Won’t Be Simple
  WSJ
• Ukraine Clings to Shrinking Sliver of Russia, Expecting Trump to Push for Peace Talks
  WSJ
• US and Europe diverge on monetary policy as Trump scrambles outlook
  FT
• Dollar falls after Donald Trump names Scott Bessent to Treasury role
  FT

Evening

• Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap
  Yahoo/Bloomberg
• Bond futures bounce on Bessent pick for US Treasury
  Yahoo/Reuters
• Oil holds at 2-week high as Russia, Iran tensions support prices
  Yahoo/Bloomberg
• Five Key Charts to Watch in Global Commodity Markets This Week
  Yahoo/Bloomberg
• Chinese Exports to Hit Record This Year Before Second Trump Term
  Yahoo/Bloomberg
• How Scott Bessent Went From Democratic Donor to Trump Treasury Secretary Pick
  NYT