Daily News Links

8491 posts

Sunday, January 19, 2025

General

• Gaza ceasefire begins with three Israeli hostages set to be freed
  CNN Live Updates
• TikTok goes dark for US users as law banning platform set to take effect
  Yahoo/Bloomberg
• Extreme cold forecast for much of US in coming days
  AP
• What to know about Trump's inauguration
  Axios
• Georgia Halts Poultry Sales in State After Bird Flu Found
  Yahoo/Bloomberg
• North Carolina home insurance premium base rates increasing about 15% by mid-2026
  AP
• ‘America First’ Stalls Bond Issuance Bonanza in Emerging Markets
  Yahoo/Bloomberg
• Regional Banks Face Headache From Rising Treasury Yields
  Bloomberg
• German Conservatives Dip Below 30% Ahead of February Vote
  Bloomberg
• A Trump Oligarchy Is Moving to Washington, and Buying Up Prime Addresses
  NYT
• The Specter of Rising Food Prices Is Back
  WSJ
• Trump’s Tariff Threats Push Europe to Gear Up for Trade Fight
  WSJ
• $300 Million Turned to Ash: See How These Malibu Beach Homes Were Wiped Out
  WSJ
• Trump Launches Meme Coin Ahead of White House Return
  WSJ
• The World Is Getting Riskier. Americans Don’t Want to Pay for It.
  WSJ
• Trump’s border tsar vows ‘shock and awe’ deportations in first week
  FT

Saturday, January 18, 2025

General

• CBO sees US 2025 deficit flat at $1.9 trillion before any Trump tax changes
  Reuters
• TikTok faces US ban deadline as users brace for fallout
  Reuters
• Trump team plans wealth-fund revamp for federal agency, Bloomberg News reports
  Yahoo/Reuters
• Trump will inherit a housing market creaking under the strain of high prices and high interest rates
  Yahoo Finance
• Trump vowed to end the war in Ukraine quickly but Moscow and Kyiv are digging in before any talks
  AP
• The Billionaires Flocking to Mar-a-Lago to Meet With Trump
  Bloomberg
• LA’s Devastation Is Revealed as Fires Come Under Control
  Bloomberg
• What LA’s Fires Mean for the City’s Housing Shortage
  Bloomberg
• TikTok to ‘Go Dark’ on Sunday for Its 170 Million American Users
  NYT
• U.S. Starts Maneuvers to Avoid Breaching Debt Limit, Putting Pressure on Congress
  WSJ
• One Weapon China Is Reluctant to Deploy Against Tariffs: A Weaker Currency
  WSJ
• The Year That Hedge Funds Got Their Mojo Back
  WSJ
• Los Angeles after the fires: ‘You can only live in a disaster zone for so long’
  FT
• US consumers ‘resilient and strong’ in face of high prices and interest rates
  FT
• Biggest US banks notch up $142bn in profits in blockbuster 2024
  FT
• Bond wobble underscores allure of cash
  FT
• Iran and Russia boost military and intelligence ties
  FT

Friday, January 17, 2025

General

• US Stocks Gain as Fed Rate-Cut Bets Revive: Markets Wrap
  Yahoo/Bloomberg
• Oil Heads for Fourth Weekly Advance on Sanctions Risk to Supply
  Yahoo/Bloomberg
• US single-family housing starts increase in December
  Yahoo/Reuters
• Morning Bid: Waller and Bessent help peg back Treasury yields
  Reuters
• Displaced Los Angeles homeowners face price gouging after wildfires
  Reuters
• US-China Trade Fight Starts Early, Paving Way for Trump Tariffs
  Yahoo/Bloomberg
• Surging Long-Term Rates Stoke GOP Tensions on Paying for Tax Cut
  Yahoo/Bloomberg
• Fed's Hammack says inflation remains a problem, WSJ reports
  Yahoo/Reuters
• First look: Mayors across U.S. warn of worsening housing crisis
  Axios
• The Definitive Guide to Where the US Has Squeezed Russia’s Oil Flows the Hardest
  Yahoo/Bloomberg
• U.S. equity fund outflows surged on doubts over Fed rate cuts
  Yahoo/Reuters
• Analysis-Corporate hedging to save debt costs may have worsened 10yr sell-off
  Yahoo/Reuters
• Trump’s Tariff Threat Is Already Panicking the Junk Debt Market
  Yahoo/Bloomberg
• Private equity 'secondary' sales hit record as Ardian closes $30 billion fund
  Yahoo/Reuters
• China Vanke Concerns Deepen With Question on CEO Whereabouts
  Yahoo/Bloomberg
• China’s 2024 Growth Meets Official 5% Target on Stimulus Bump
  Yahoo/Bloomberg
• China Home Prices Fall at Slower Pace as Stimulus Takes Hold
  Yahoo/Bloomberg
• China Population Shrinks for Third Year Even With More Babies Born
  Yahoo/Bloomberg
• Analysis-Markets are betting China will let yuan fall as Trump takes power, but not much
  Yahoo/Reuters
• The LA Wildfires Should Change the Way We Live
  Bloomberg
• Private Credit Opens Its Wallet to Troubled UK as Markets Spiral
  Bloomberg
• China Used More Coal Power Last Year in Blow to Climate Efforts
  Bloomberg
• ‘We Still Have an Inflation Problem.’ A Fed Newcomer Wants to Go Slow on Rate Cuts.
  WSJ
• Barrage of Stimulus Powers Robust Chinese Growth—and Some Skepticism
  WSJ
• Tett: The bonds markets vs Donald Trump
  FT
• ETF flows obliterate previous full-year record to hit $1.5tn
  FT

Thursday, January 16, 2025

Afternoon

• Stock Rally Stalls as Waller Remarks Boost Bonds: Markets Wrap
  Yahoo/Bloomberg
• Oil Falls as Traders Speculate on Trump’s Sanctions Strategy
  Yahoo/Bloomberg
• Fed’s Waller Says Fresh Rate Cuts Possible in First Half of 2025
  Yahoo/Bloomberg
• Bessent Says He Would Support Sanctioning Russian Oil Majors
  Yahoo/Bloomberg
• Trump's US Treasury pick Bessent says extending tax cuts a top priority
  Yahoo/Reuters
• Trump Treasury pick Scott Bessent defends sweeping tariffs in contentious Senate hearing
  Yahoo Finance
• How bond market vigilantes could check Trump's power
  Reuters
• Biden warns that an oligarchy is forming that threatens US democracy
  Reuters
• Moody's says LA fire may pose risk to Southern California Edison
  Yahoo/Reuters
• Banks Hand $100 Billion to Shareholders, Most Since 2021
  Yahoo/Bloomberg
• J.P.Morgan forecasts spending on data centers could boost US GDP by 20 basis points in 2025-26
  Yahoo/Reuters
• China Vanke May Be Assumed by Authorities, Observer Says
  Yahoo/Bloomberg
• Canada’s Counter-Tariff Plan Would Target US Aluminum, Steel
  Bloomberg
• Private Equity Faces Pockets of Distress for Long-Held Assets
  Bloomberg
• Damaging Megadroughts Are Spreading Around the World
  Bloomberg
• Treasury Secretary Pick Scott Bessent Says Trump Could Bring ‘New Economic Golden Age’
  WSJ
• Why a Dovish Fed Official Could Be Patient on More Cuts
  WSJ
• Trump ‘energy tsar’ pick warns lack of power could undermine AI race with China
  FT

General

• Stocks Steady as Data Keep Fed Bets Alive: Markets Wrap
  Yahoo/Bloomberg
• Gold Gains After US Inflation Data Boosts Rate-Cut Optimism
  Yahoo/Bloomberg
• Oil Trades Near Five-Month High on Lower Stockpiles, Russia Risk
  Yahoo/Bloomberg
• US weekly jobless claims increase; labor market conditions still healthy
  Reuters
• The number of Americans applying for unemployment benefits rose last week, but layoffs remain historically low
  AP
• Trump's Treasury pick to tout "new economic golden age"
  Axios
• Trump Treasury pick Bessent faces Senate grilling on taxes, trade, deficits
  Yahoo/Reuters
• Trump Team Readies Oil Sanctions Plan for Russia Deal, Iran Squeeze
  Yahoo/Bloomberg
• US Bond ‘Death Spiral’ Risk Brushed Aside by Foreign Funds
  Yahoo/Bloomberg
• Fire-Whipping Los Angeles Winds Are at the Heart of a Climate Riddle
  Yahoo/Bloomberg
• Indonesia’s Surprise Rate Cut Is Fueling Bond Uncertainty
  Yahoo/Bloomberg
• Brazil’s Economic Activity Downshifts as Key Rate Goes Higher
  Yahoo/Bloomberg
• Investors Pull Record $57 Billion From Brazil Hedge Funds
  Yahoo/Bloomberg
• Why Latest US Sanctions on Russian Oil Are a Big Deal
  Bloomberg
• China Vanke CEO Zhu Taken Away by Authorities, Observer Reports
  Bloomberg
• India’s RBI Said to Mull Bolder Measures to Ease Cash Crunch
  Bloomberg
• Treasury Secretary Pick Scott Bessent Says Trump Could Bring ‘New Economic Golden Age’
  WSJ
• China Has a $1 Trillion Head Start in Any Tariff Fight
  WSJ
• Bank of Japan Chief Again Signals Chance of Rate Hike Next Week
  WSJ
• Wall Street Thinks U.S. Homes Are Overpriced
  WSJ
• Where Does L.A.’s Luxury Home Market Go From Here?
  WSJ
• What Happens When Your House Burns Down and You Still Have a Mortgage?
  WSJ
• Top financial watchdog warns climate change set to trigger market panics
  FT
• The alarming contradictions awaiting Donald Trump’s dollar
  FT
• The ‘grossly overvalued’ American dollar
  FT
• Chinese citizens’ doubts grow over official economic growth claims
  FT

Evening

• Asian Stocks Primed for Gains After US Inflation: Markets Wrap
  Yahoo/Bloomberg
• Oil Extends Gain as IEA Warns on Russia Curbs and Stockpiles Ebb
  Yahoo/Bloomberg
• Bonds Have Banner Day as Inflation Report Revives Fed-Cut Bets
  Yahoo/Bloomberg
• Winds, arsonists complicate fight against LA-area wildfires as crews report progress
  AP
• Canada Readies Tariffs on $105 Billion of US Products If Trump Hits First
  Yahoo/Bloomberg
• Canadian minister warns that Americans will experience economic pain from Trump tariffs
  AP
• Short-selling firm Hindenburg Research is closing up shop
  Yahoo/Bloomberg
• China Is Facing Longest Deflation Streak Since Mao Era in 1960s
  Yahoo/Bloomberg
• California Adds More ZIP Codes to Insurance-Cancellation Ban
  Bloomberg
• Bond Market Sends Warning to Trump and Republicans on Tax Plans
  WSJ
• Israel, Hamas Agree to Deal to Pause Fighting in Gaza
  WSJ
• Canada warns of ‘tit-for-tat’ tariffs on US if Donald Trump imposes levies
  FT

Wednesday, January 15, 2025

Afternoon

• Live Updates: Israel and Hamas reach Gaza ceasefire and hostage release deal
  BBC
• Dow rallies 700 points after encouraging inflation report, strong bank earnings: Live updates
  CNBC
• Oil Rises on Slowing US Inflation, Colonial Pipeline Shutdown
  Yahoo/Bloomberg
• Fed hawks and doves: what US central bankers are saying
  Yahoo/Reuters
• Fed’s Williams Expresses Confidence Inflation Will Slow More
  Yahoo/Bloomberg
• Gasoline prices rise 4.4% in December as 'elevated' geopolitical tensions push energy costs higher
  Yahoo Finance
• Bundle up, it’s going to feel like minus 40 once the coldest temperatures in a year arrive
  CNN
• Big US Bank Profits Surge as Biden Era Comes to a Close
  Yahoo/Bloomberg
• Trudeau, Canada’s Premiers Spar Over Using Resources as Trade Weapon
  Yahoo/Bloomberg
• Jamie Dimon Says Two 'Significant Risks' Loom Over the U.S. Economy
  Investopedia
• Los Angeles Was a Car Collector’s Paradise. Now 6,000 Are Gone
  Bloomberg
• Donald Trump’s policy pledges unleashing ‘animal spirits’, Wall Street bankers say
  FT

General

• Stocks Get Relief From CPI Slowdown as Yields Sink: Markets Wrap
  Yahoo/Bloomberg
• US Metals and Oil Roiled as Traders Weigh Risk of Tariffs
  Yahoo/Bloomberg
• Yen Rallies as BOJ’s Ueda Fuels January Rate Hike Speculation
  Yahoo/Bloomberg
• Chinese overnight rate spikes to 16% as cash tightens ahead of holiday
  Reuters
• US inflation picked up in December, though underlying price pressures ease slightly
  AP
• Core inflation rate slows to 3.2% in December, less than expected
  CNBC
• Dangerous winds raise fire risk in the LA area but are lighter than feared
  CNN Live Updates
• JPMorgan profit spikes 50% to more than $14 billion in the fourth quarter
  AP
• BlackRock assets hit record $11.6 trillion in fourth quarter
  Yahoo/Reuters
• US Bans Imports From 37 China Firms Due to Alleged Forced Labor
  Yahoo/Bloomberg
• US Mortgage Rates Top 7%, Reach Highest Since May of Last Year
  Yahoo/Bloomberg
• The new risks under Trump that preoccupy CEOs
  Axios
• How Scott Bessent Won Over MAGA and Wall Street
  Yahoo/Bloomberg
• Rising borrowing costs batter UK government and threaten to derail its left-leaning program
  AP
• Germany's economy shrank for the second consecutive year in 2024
  Yahoo/Bloomberg
• PBOC Dials Up Short-Term Liquidity Injections Amid Cash Squeeze
  Yahoo/Bloomberg
• Ueda Says BOJ Will Make a Decision on Rate Hike Next Week
  Yahoo/Bloomberg
• BOJ will raise rates if economy, price conditions continue to improve, Ueda says
  Yahoo/Reuters
• China’s Loan Market Stirs at End of First Down Year Since 2011
  Yahoo/Bloomberg
• South Korean President Yoon Arrested Over Martial Law Fiasco
  Yahoo/Bloomberg
• Baltic Sea sabotage crew were poised to cut more cables when caught, Finland Says
  Reuters
• The $2 Trillion Home Insurance Nightmare Is Getting Even Worse
  Bloomberg
• US Inflation Data to Remain Firm, Feeding Fears of Higher Rates
  Bloomberg
• Rising US Bond Yields, Surging Dollar Could Worsen India’s Economic Slowdown
  Bloomberg
• California’s Insurance System Faces Crucial Test as Losses Mount
  NYT
• Economic Toll of Los Angeles Fires Goes Far Beyond Destroyed Homes
  NYT
• It’s a Good (Great?) Time to Be a Big Bank
  NYT
• JPMorgan Chase and Goldman Sachs Post Surging Profits
  WSJ
• What if the Fed U-Turns and Raises Rates This Year?
  WSJ
• China’s Central Bank Injects Near-Record Amount of Liquidity Into Banking System
  WSJ
• Country Garden Lost $24.33 Billion in 2023
  WSJ
• ‘Dry hurricane’ fans devastating Los Angeles fires
  FT
• BlackRock reports record revenues as push into private markets fuels growth hopes
  FT
• Goldman Sachs’ David Solomon says US economy in a ‘fragile place’
  FT
• The shadowy war on subsea cables and pipelines
  FT

Evening

• Asian Traders Tread With Caution Ahead of US CPI: Markets Wrap
  Yahoo/Bloomberg
• Surging Yields Ripple Into Corporate Bonds, Delaying Sales
  Yahoo/Bloomberg
• Oil Climbs as Sanctions Angst and Lower Stockpiles Set the Tone
  Yahoo/Bloomberg
• LA Wildfire Insurance-Loss Estimates Approach $40 Billion
  Yahoo/Bloomberg
• U.S. posts record $711 billion deficit for first three months of fiscal 2025
  Yahoo/Reuters
• LA Rental Hits $40,000 a Month as Fires Roil Housing Market
  Yahoo/Bloomberg
• World Readies for Trump Tariffs Even Before His White House Return
  Yahoo/Bloomberg
• China Is Scouring the Globe in Search of New Food Suppliers
  Yahoo/Bloomberg

Tuesday, January 14, 2025

General

• Wall Street Higher on Tariff Report: Markets Wrap
  Yahoo/Bloomberg
• Japan’s 40-Year Yield Rises to Highest Since Debut in 2007
  Yahoo/Reuters
• Inflation watch: Wholesale prices rose 0.2% in December, less than expected
  CNBC
• US Small-Business Optimism Hits Highest Since 2018 Post Election
  Yahoo/Bloomberg
• Firefighters prepare for strong winds that could fuel Los Angeles fire growth
  AP
• Who are the bond vigilantes and are they back?
  Reuters
• Why rising bond yields are such a problem for stocks: Morning Brief
  Yahoo Finance
• Traders Target Rare Gap in Fed-ECB Paths to Juice Credit Returns
  Yahoo/Bloomberg
• BOJ deputy governor flags chance of rate hike next week
  Yahoo/Reuters
• Taiwan Dollar Set to Replace Yuan as Asia’s Top Funding Currency
  Yahoo/Bloomberg
• China’s New Loans Post First Drop in 13 Years on Weak Demand
  Yahoo/Bloomberg
• Chinese Banks Face Cash Squeeze as Yuan Defense Adds Pressure
  Yahoo/Bloomberg
• Country Garden posts losses in overdue FY 2023, H1 2024 results
  Yahoo/Reuters
• India’s $556 Billion Equity Rout to Worsen as Growth Cools
  Yahoo/Bloomberg
• NATO to deploy ships, aircraft in Baltic Sea after cable breaches
  Reuters
• Inflation Could Derail Trump 2.0 Before It Starts
  Bloomberg
• Global Inflation Will Remain High for Years, Economists Tell Ifo
  Bloomberg
• Baltic Sea Cables Damage Can’t Be Accident, EU Tech Chief Says
  Bloomberg
• Ukraine Strikes Russian Energy, Military Facilities Overnight
  Bloomberg
• China’s $1 Trillion Trade Surplus: What to Know as Trump Takes Office
  NYT
• China Faces Harsh Dilemma as Yuan Comes Under Pressure
  WSJ
• BOJ Set to Discuss Whether to Raise Rates Next Week
  WSJ
• China Reins In Its Once-Freewheeling Finance Sector With Purges and Pay Cuts
  WSJ
• Corporate America embraces a new era of conservatism under Donald Trump
  FT
• Klarna seeks to offload US ‘pay in 4’ loans
  FT
• Reversal of fortunes: Europe’s thriving south and stagnant north
  FT

Evening

• Asian Shares Look Shaky as Fed Rate-Cut Hopes Dim: Markets Wrap
  Yahoo/Bloomberg
• Oil Holds Near Five-Month High on Rising Risks to Crude Supplies
  Yahoo/Bloomberg
• Trump Team Studies Gradual Tariff Hikes Under Emergency Powers
  Yahoo/Bloomberg
• Citadel Looks to Raise at Least $500 Million From Bond Sale
  Yahoo/Bloomberg
• Global electric vehicle sales up 25% in record 2024
  Yahoo/Reuters
• LA Wildfires Losses Could Top $30 Billion for Insurance Industry
  Bloomberg
• Southern California Edison parent's stock falls amid investigation, lawsuit over alleged role in LA wildfires
  Yahoo Finance
• China Discusses Sale of TikTok US to Musk as One Possible Option
  Bloomberg
• Canadian Ambassador Warns of ‘Tit-For-Tat’ Retaliation to US Tariffs
  Bloomberg
• Malibu’s Famous Fish Shack Is Gone. Its Owners Aren’t Sure They Can Rebuild.
  WSJ
• Pain is coming for emerging markets from a Trump trade war
  FT
• Bond vigilantes have the UK in their sights
  FT

Monday, January 13, 2025

Afternoon

• ‘Mag Seven’ Keep Lid on Stocks as Fed Jitters Bite: Markets Wrap
  Yahoo/Bloomberg
• 10-year Treasury yield touches fresh 14-month high ahead of key inflation reports
  CNBC
• Oil Tanker Rates Soar as Biden Sanctions Threaten Market Chaos
  Yahoo/Bloomberg
• Los Angeles Braces for More Firestorms as Death Toll Hits 24
  Yahoo/Bloomberg
• US IPO Market Rebound Faces a Reality Check as Yields Spike
  Yahoo/Bloomberg
• Apple, Samsung smartphone shipments fall in fourth quarter as China competition bites, IDC says
  Yahoo/Reuters
• China Securities Regulator Vows Efforts to Stabilize Market
  Yahoo/Bloomberg
• These Homes Withstood the LA Fires. Architects Explain Why
  Bloomberg

General

• Stock Traders Jolted by Fresh Rise in Bond Yields: Markets Wrap
  Yahoo/Bloomberg
• China Boosts Yuan Support With Warning, Capital Control Tweaks
  Yahoo/Bloomberg
• UK Markets Fall Again as Inflation Countdown Unsettles Traders
  Yahoo/Bloomberg
• Oil Hits Five-Month High as US Sanctions on Russia Menace Supply
  Yahoo/Bloomberg
• Bitcoin falls to lowest since November in risk-asset sell-off
  Yahoo/Bloomberg
• Los Angeles Braces for Second Week of Wind-Driven Firestorms
  Yahoo/Bloomberg
• Top Asian Oil Buyers in Turmoil after Sweeping Russian Sanctions
  Yahoo/Bloomberg
• Why Biden’s Farewell Russian Oil Sanctions Are a Big Deal
  Yahoo/Bloomberg
• Explainer-How the new AI chip rule from the US will work
  Yahoo/Reuters
• Trump's Day 1 trade tradeoff
  Axios
• Goldman Says Drop in Funding Spread Signals Brisk Equity Selling
  Yahoo/Bloomberg
• Reeves Faces Growing Calls For Plan to Quell UK Market Jitters
  Yahoo/Bloomberg
• China flags more policy measures to bolster yuan
  Reuters
• China Policy Focus to Shift More to Consumption, PBOC’s Pan Says
  Yahoo/Bloomberg
• China's exports in December grew 10.7%, beating estimates as higher US tariffs loom
  AP
• Taiwan reports 'significant rise' in suspected Chinese espionage
  Reuters
• Treasuries Selloff Ripples Through World Markets After Jobs Data
  Bloomberg
• Surging Bond Yields Make a Strong Case for Fiscal Sanity
  Bloomberg
• Austin Tells OMB $926 Billion Defense Budget Needed, $55 Billion over Current Plan
  Bloomberg
• iPhone Loses Global Market Share With Apple AI Absent in China
  Bloomberg
• China Developer That Led the Way on Debt Overhaul at Risk Again
  Bloomberg
• Europe Threatens to Trigger a Global Scramble for Natural Gas
  Bloomberg
• Why Bond Yields Are Surging Around the World
  WSJ
• Goldman Sees Financing as the Future. It Is Rearranging Itself to Reflect That.
  WSJ
• China’s Central Bank, Forex Regulators Pledge to Stabilize Yuan
  WSJ
• China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts
  WSJ
• The Bomb Is Back as the Risk of Nuclear War Enters a New Age
  WSJ
• Dollar hits two-year high after robust US data puts brake on rate cut bets
  FT
• Big US banks set for $31bn quarterly profit as Wall Street business booms
  FT
• Companies move to strengthen supply chains on Trump trade war fears
  FT
• AI set to fuel surge in new US gas power plants
  FT
• China’s trade surplus hits annual record of almost $1tn
  FT
• China building new mobile piers that could help possible Taiwan invasion
  FT

Evening

• Asian Stocks Under Pressure After Blowout US Jobs: Markets Wrap
  Yahoo/Bloomberg
• Oil Hits Four-Month High After Sweeping US Sanctions on Russia
  Yahoo/Bloomberg
• Los Angeles races to contain wildfires before severe weather returns
  Reuters
• Fires burn Los Angeles schools and destroy outdoor education sanctuaries
  AP
• Morning Bid: Hot US jobs data stoke yield fire, scold stocks
  Reuters
• He Poured $27 Million Into His Malibu Mansion. Now There’s Nothing Left.
  WSJ
• Beijing’s Espionage Campaign Against the West
  WSJ
• California fires could be costliest disaster in US history, says governor
  FT