Daily News Links

8381 posts

Sunday, November 24, 2024

General

• Fed's preferred inflation gauge highlights holiday-shortened trading week: What to know this week
  Yahoo Finance
• Stubborn US Inflation Set to Reinforce Fed’s Go-Slow Approach
  Yahoo/Bloomberg
• Iran is preparing to 'respond' to Israel, says adviser to Supreme Leader
  Reuters
• The rising price of paying the national debt is a risk for Trump’s promises on growth and inflation
  AP
• Junk bonds at risk as emerging markets brace for ‘Trumponomics’
  Yahoo/Bloomberg
• Trump pick Lutnick's firm in talks with Tether for $2 billion bitcoin lending project, Bloomberg reports
  Yahoo/Reuters
• How tech bros bought ‘America’s most pro-crypto Congress ever’
  CNBC
• Donald Trump Jr is helping his father pick the most controversial cabinet of modern times
  Reuters
• How Markets Have Responded to Deficits, in Charts
  WSJ

Saturday, November 23, 2024

General

• Wall St Week Ahead Black Friday puts consumer spending in market's glare with stocks near records
  Reuters
• Trump’s Treasury Pick Wants Shadow Fed Chair, Maybe Weak Dollar
  Yahoo/Bloomberg
• Trump taps hedge fund manager Scott Bessent to run Treasury
  Axios
• What to know about Scott Bessent, Trump’s pick for treasury secretary
  AP
• NATO and Ukraine to hold emergency talks after Russia's attack with new missile
  NPR
• China is armed and ready for trade war 2.0 with Donald Trump
  CNN
• History Is Useless for Wall Street Pros Betting on Stocks Rally
  Yahoo/Bloomberg
• US Debt Load Tops Fed’s Survey of Financial Stability Risks
  Yahoo/Bloomberg
• US CLO Sales Reach Nearly $185 Billion to Surpass Record
  Yahoo/Bloomberg
• Data centers powering artificial intelligence could use more electricity than entire cities
  CNBC
• The Next AI Battle: Who Can Get the Most Nvidia Chips in One Place
  Yahoo/Bloomberg
• Charting the Global Economy: Prospects Dim for European Economy
  Yahoo/Bloomberg
• Europe Is Already Facing Its Next Energy Crisis
  Yahoo/Bloomberg
• Putin says Russia will keep testing new missile in combat
  Reuters
• Wire cutters: how the world’s vital undersea data cables are being targeted
  Guardian
• Trump Picks Scott Bessent as Treasury Secretary
  WSJ
• How long will Trump’s honeymoon with the stock market last?
  FT
• Leveraged hedge funds magnified August market sell-off, Fed says
  FT
• Banks and private credit: best of frenemies?
  FT
• The delusions behind a bitcoin strategic reserve
  FT

Friday, November 22, 2024

General

• US Stocks Dip as Traders Turn Elsewhere for Value: Markets Wrap
  Yahoo/Bloomberg
• Gold Set for Biggest Weekly Jump in 13 Months on Haven Demand
  Yahoo/Bloomberg
• Oil Heads for Weekly Advance as Russia-Ukraine War Escalates
  Yahoo/Bloomberg
• Currency Traders Bet on Trump Stirring Up Market Volatility
  Yahoo/Bloomberg
• Adani Group stocks, bonds fall for a second day after founder's US indictment
  Yahoo/Reuters
• Trump considers Warsh for Treasury Secretary and later Fed chairman, WSJ reports
  Yahoo/Reuters
• US equity funds gain inflows for third week in a row
  Yahoo/Reuters
• Big Banks Bet Trump Will Make the Best of Times Even Better
  Yahoo/Bloomberg
• Japan’s Inflation Holds Above BOJ Target Amid Rate Hike Bets
  Yahoo/Bloomberg
• Ukraine says new missile fired by Russia flew for 15 minutes, faster than Mach 11
  Reuters
• Private Credit, Fed Put Are Crushing Junk Spreads, Marty Fridson Says
  Bloomberg
• Taiwan Says It’s Working On Plans for Lai to Stop in US
  Bloomberg
• China’s Hacking Reached Deep Into U.S. Telecoms
  NYT
• Trump Considers Warsh Serving as Treasury Secretary—and Then Fed Chair
  WSJ
• Vladimir Putin climbs escalatory ladder with missile experiment
  FT
• Iran activates ‘new advanced centrifuges’ after nuclear watchdog’s rebuke
  FT
• EU’s top central bankers warn economy at risk from political paralysis
  FT
• Foreigners dump Chinese government bonds as popular trade unwinds
  FT

Thursday, November 21, 2024

Evening

• Asian Equities to Climb After Wall Street Advances: Markets Wrap
  Yahoo/Bloomberg
• Gary Gensler Plans to Step Down From SEC in January
  Yahoo/Bloomberg
• Putin touts Russia’s new missile and delivers a menacing warning to NATO
  AP
• Federal Reserve’s likely slowdown in rate cuts could disappoint borrowers
  AP
• Elon Musk’s budget crusade could cause a constitutional clash in Trump’s second term
  AP
• Analysis-Corporate China seeks dollars as trade tensions rise
  Yahoo/Reuters
• Brazilian police indict former President Bolsonaro and aides over alleged 2022 coup attempt
  AP

Afternoon

• Trump Trades Gain With Bitcoin Leading Charge: Market Wrap
  Yahoo/Bloomberg
• Russia Uses ‘New’ Missile to Strike Ukraine as War Escalates
  Yahoo/Bloomberg
• US existing home sales rebound in October
  Reuters
• US 30-year fixed-rate mortgage approaches 7%
  Yahoo/Reuters
• Crypto industry jockeys for seats at Trump's promised council
  Yahoo/Bloomberg
• Fed's Goolsbee says pace of rate cuts may need to slow
  Yahoo/Reuters
• Russia fired experimental missile at Ukraine, says Putin
  FT
• Trump’s tariff plan would put US on path to ‘crony capitalism’, Griffin says
  FT

General

• Stocks Advance; Bitcoin Trades at $100,000: Markets Wrap
  Yahoo/Bloomberg
• Adani Scraps $600 Million Bond, Notes Slide After US Charges
  Yahoo/Bloomberg
• French Bond Risk Rises as Budget Tensions Keep Markets on Edge
  Yahoo/Bloomberg
• Oil Rises on Signs of Further Escalation in Russia-Ukraine War
  Yahoo/Bloomberg
• US weekly jobless claims unexpectedly fall
  Yahoo/Reuters
• Trump Seeks Perfect Treasury Candidate as Search Drags On
  Yahoo/Bloomberg
• Nvidia Says New Chip on Track After Forecast Disappoints
  Yahoo/Bloomberg
• Trump and Fed Chair Powell could be set on a collision course over interest rates
  Yahoo/Bloomberg
• Fed's Barkin says US is vulnerable to inflation shocks, FT reports
  Yahoo/Bloomberg
• Fed's Williams sees inflation cooling and interest rates falling further, Barron's reports
  Yahoo/Reuters
• BOJ’s Ueda Indicates Next Meeting Is Live With Uncertain Outcome
  Yahoo/Bloomberg
• BOJ Ueda says will 'seriously' take into account FX impact on economy, prices
  Yahoo/Reuters
• Ukraine says Russia launched an intercontinental missile in an attack for the first time in the war
  AP
• Dissecting the DOGE Playbook
  NYT
• U.S. Could Face ‘Liz Truss Moment’ Without Action on Debt Mountain
  WSJ
• Trump’s Growth and Trade Agendas Are at Odds. His Economic Team Will Point to the Winner.
  WSJ
• China Is Building 30,000 Miles of High-Speed Rail—That It Might Not Need
  WSJ
• US is vulnerable to inflation shocks, top Fed official warns
  FT
• How is private credit weathering its first big rate hiking cycle?
  FT
• Indian billionaire Gautam Adani charged in US over alleged $250mn bribery scheme
  FT

Evening

• Asian Stocks to Slip as Nvidia Fails to Impress: Markets Wrap
  Yahoo/Bloomberg
• Nvidia Forecast Fails to Meet Loftiest Estimates for AI Star
  Yahoo/Bloomberg
• US gathers allies to talk AI safety as Trump’s vow to undo Biden’s AI policy overshadows their work
  AP
• As US ramps up nuclear power, fuel supplier plans to enrich more uranium domestically
  AP
• Gautam Adani Charged by US Over Alleged $250 Million Bribe Plot
  Yahoo/Bloomberg

Wednesday, November 20, 2024

Afternoon

• Stock Traders Play Defense Before Nvidia Earnings: Markets Wrap
  Yahoo/Bloomberg
• Gold Gains as Traders Flock to Haven as Ukraine Fires Missiles
  Yahoo/Bloomberg
• Oil Dips as Traders Weigh War Risks Against US Stockpile Gains
  Yahoo/Bloomberg
• Fed's Bowman says rate cuts are concerning
  Yahoo/Reuters
• Fed governors stake out competing views of inflation risk
  Yahoo/Reuters
• Fed’s Michael Barr, like his boss Jay Powell, won’t leave if Trump tries to fire him
  Yahoo Finance
• Tech-Driven Stock Market Rally Helps Steady California Budget
  Yahoo/Bloomberg
• China Ship Stirs Suspicions After Baltic Sea Cables Damaged
  Yahoo/Bloomberg
• Senators Set to Clash With Trump on FBI Checks for Gaetz, Others
  Bloomberg
• Why Undersea Cables Are a Tempting Target for Saboteurs
  Bloomberg

General

• Stocks Rise With Nvidia Results in Focus: Markets Wrap
  Yahoo/Bloomberg
• Oil Rises as Traders Weigh Geopolitical Risks, Rising Stockpiles
  Yahoo/Bloomberg
• Trump’s Treasury Search Gains Steam With Fresh Round of Meetings
  Yahoo/Bloomberg
• Trump to interview Warsh, Rowan for Treasury job on Wednesday, Bloomberg News reports
  Yahoo/Reuters
• Trump's messy coalition
  Axios
• Ukraine fires British Storm Shadow missiles into Russia for first time
  Telegraph Live
• Weekly mortgage demand inched up, despite higher interest rates. Here’s why
  CNBC
• Morning Bid: Nvidia vigil sees risk overcome safety
  Reuters
• AI Boom Turns Power Firms Into Biggest US Hybrid Capital Engine
  Yahoo/Bloomberg
• ECB warns of 'bubble' in AI stocks as funds deplete cash buffers
  Yahoo/Reuters
• ‘Difference Is Trump’: American Homebuyers Brace for Rate Pain
  Yahoo/Bloomberg
• Chinese Banks Hold Lending Rates Steady After Big Cut Last Month
  Yahoo/Bloomberg
• Euro-Zone Wage Growth Surges in Test for ECB Rate Cuts
  Yahoo/Bloomberg
• France's Le Pen threatens to topple government on cost-of-living concerns
  Yahoo/Bloomberg
• European officials cry sabotage after two internet cables are cut in the Baltic Sea
  CNN
• US shuts Kyiv embassy due to 'potential significant air attack'
  Reuters
• Kremlin says Russia-US hotline to deflate crisis not in use
  Reuters
• North Korea troops have joined Ukraine war battles as part of Russian units, Seoul says
  Reuters
• BOE Hits the Pause Button Until February
  Bloomberg
• Trump’s Treasury Challenge: A Pick Who Loves Tariffs Yet Calms Markets
  NYT
• He Rose to Riches in Hong Kong. Now He’s a Symbol of China’s Crackdown.
  WSJ
• Marc Rowan emerges as a top contender to be Donald Trump’s Treasury secretary
  FT
• How oil ‘wildcatters’ ended up in charge of Donald Trump’s energy policy
  FT
• ECB warns low growth and high debt risk Eurozone crisis
  FT
• Eurozone wages rise by 5.4% in third quarter
  FT
• Citadel Securities aims to become big player in Eurozone bond trading
  FT

Evening

• Asian Stocks See Cautious Open Ahead of Nvidia: Markets Wrap
  Yahoo/Bloomberg
• Gold Holds Gain as Russia’s Nuclear Shift Fans Demand for Havens
  Yahoo/Bloomberg
• S&P 500, Nasdaq end up with Nvidia; Walmart hits record after forecast
  Reuters
• Putin issues warning to United States with new nuclear doctrine
  Reuters
• Trump Probably Won’t Try to Fire Jerome Powell
  WSJ

Tuesday, November 19, 2024

Afternoon

• Stocks Shake Off War Angst Before Nvidia’s Results: Markets Wrap
  Yahoo/Bloomberg
• Gold jumps to 1-week high as Russia-Ukraine war escalates
  Yahoo Finance
• Russia’s War Against Ukraine Is Entering Dangerous New Phase
  Yahoo/Bloomberg
• The markets look to Trump's economic picks for signals on tariffs
  Yahoo Finance
• US single-family housing starts slump; high mortgage rates remain a challenge
  Reuters
• Fed's Schmid says it is uncertain how far interest rates can fall
  Yahoo/Reuters
• Citadel’s Ken Griffin Says Multistrategy Hedge Fund Boom Is Over
  Yahoo/Bloomberg
• Russia Suspected as Baltic Undersea Cables Cut in Apparent Sabotage
  WSJ
• Iran Sharply Expands Stockpile of Nuclear Fuel Ahead of Trump’s Return
  WSJ
• Chinese vessel spotted where Baltic Sea cables were severed
  FT

General

• Stocks Fall as Russia-Ukraine War Rattles Traders: Markets Wrap
  Yahoo/Bloomberg
• Russia-U.S. tensions hit global markets as Putin lowers the threshold for a nuclear strike
  CNBC
• Safe-haven assets rally as US-Russia tensions spike over Ukraine
  Reuters
• Gold hits one-week high on softer dollar; markets await Fed cues
  Reuters
• Oil Retreats After Rally as North Sea Field Partially Restarts
  Yahoo/Bloomberg
• Putin ramps up nuclear threats over Ukraine strikes
  Axios
• Russia says Ukraine fired 6 US-made ATACMS at the Bryansk region, days after Biden policy shift
  AP
• Putin lowers the threshold for using his nuclear arsenal after Biden’s arms decision for Ukraine
  AP
• Putin issues warning to United States with new nuclear doctrine
  Reuters
• US single-family housing starts tumble in October
  Yahoo/Reuters
• Japan and China Dump US Treasuries Before Trump’s Victory
  Yahoo/Bloomberg
• Morning Bid: Treasuries pop on US Secretary race, Russia warning
  Reuters
• DOJ Will Push Google to Sell Chrome to Break Search Monopoly
  Yahoo/Bloomberg
• Moscow warns the US over allowing Ukraine to hit Russian soil with longer-range weapons
  AP
• Germany's defense minister says damage to 2 Baltic data cables appears to be sabotage
  AP
• 45 activists get 4 to 10 years in prison in Hong Kong’s biggest national security case
  AP
• 'Hong Kong 47': Reaction to jailings of democrats
  Reuters
• China Consumers Remain Cautious Despite Stimulus, BCG Says
  Bloomberg
• Car-Loan Delinquencies Aren’t Scaring Off Wall Street
  WSJ
• It Isn’t Just Data Centers—AI’s Plumbing Needs an Upgrade
  WSJ
• Israel Finds Large Troves of Russian Arms in Hezbollah’s Hands
  WSJ
• Ukraine strikes Russia with US-made long-range missiles for first time
  FT
• Corporate insiders cash in on post-election US stock market surge
  FT
• China scrambles to connect with potential Trump officials
  FT
• Goldman Sachs chief warns global investors are staying on the ‘sidelines’ in China
  FT

Monday, November 18, 2024

Afternoon

• Stocks Get Boost From Tesla as EV Giant Surges 6%: Markets Wrap
  Yahoo/Bloomberg
• 30-Year Bond Yields Rise to Highest Since May on Growth Outlook
  Yahoo/Bloomberg
• Oil Rises as Geopolitical Tensions Outweigh Weak Market Signals
  Yahoo/Bloomberg
• Trump Team Shows Support for Warsh as Treasury Feud Persists
  Yahoo/Bloomberg
• US Homebuilder Sentiment Reaches Seven-Month High After Election
  Yahoo/Bloomberg
• Credit Is Harder to Access as Rejection Rates Rise, Fed Survey Shows
  Yahoo/Bloomberg
• Finland Says Subsea Germany Link Serving Data Centers Is Cut
  Yahoo/Bloomberg
• Would Trump’s Justices Approve His Recess Appointments?
  WSJ

General

• Tesla Lifts Nasdaq Futures; Bitcoin Tops $90,000: Markets Wrap
  Yahoo/Bloomberg
• Gold Rebounds as Goldman Reiterates $3,000 Target for 2025
  Yahoo/Bloomberg
• Oil Holds Near Seven-Week Low on Concerns Over Supply and China
  Yahoo/Bloomberg
• Goldman Says ‘Go for Gold’ as Central Banks Buy, Fed Cuts in ‘25
  Yahoo/Bloomberg
• This week: housing starts, home sales, consumer sentiment
  AP
• Options Traders Unwind Bullish US Stock Wagers on Rate Concerns
  Yahoo/Bloomberg
• Johnson doesn't rule out use of recess appointments
  Axios
• Moscow warns US over allowing Ukraine to hit Russian soil with long-range weapons
  AP
• Trump confirms he will declare national emergency to carry out mass deportations
  Axios
• Behind the Curtain: America's tectonic shifts
  Axios
• Ueda’s Caution Over Hinting at BOJ Hike Timing Weakens Yen
  Yahoo/Bloomberg
• BOJ chief sees higher chance of wage-driven inflation in Japan
  Reuters
• Shadow Banks to Face Reins on Leverage Following Watchdog Probe
  Yahoo/Bloomberg
• French Budget Heads Toward Game of Chicken With Le Pen
  Bloomberg
• The Race to Lead Trump’s Treasury Dept. Is Becoming a Cliffhanger
  NYT
• As Beijing Threatens, Taiwan Looks Nervously at Trump
  WSJ
• BOJ Governor Sticks to Stance on More Rate Hikes Despite U.S. Uncertainty
  WSJ
• Trump’s attack on the enemy within will delight America’s real foes
  FT

Evening

• Asian Stocks Eye Soft Start as Fed Doubts Simmer: Markets Wrap
  Yahoo/Bloomberg
• Morning Bid: EM conditions tighten, outflows heighten
  Reuters
• Bessent Spoke With Musk as Contest Endures for Treasury Post
  Yahoo/Bloomberg
• Biden allows Ukraine to use US arms to strike inside Russia
  Reuters
• Ukraine strikes on Russia with US missiles could lead to world war, Russian lawmakers say
  Reuters
• Donald Trump Jr. says pushback against Cabinet picks proves they’re the disrupters voters wanted
  AP
• Disruption Won’t Work at Treasury
  WSJ
• Biden allows Ukraine to strike Russia with US-made long-range missiles
  FT