Wednesday, June 28, 2017

Thursday's News Links

[Bloomberg] Tech Spoils Bank Party as Stocks Slip; Euro Gains: Markets Wrap

[Reuters] End of easy money? Surging euro, bond yields say yes

[Bloomberg] Investors Scramble to Keep Pace With New Market Outlook

[Reuters] Fed gives big U.S. banks a green light for buyback, dividend plans

[Bloomberg] Money Markets Wake Up After Central Banks Turn Hawkish

[Reuters] Senate Republicans struggle to salvage healthcare effort

[Reuters] German inflation picks up unexpectedly in June, state data suggest

[WSJ] Global Bond Selloff Deepens Amid Hints at End of Stimulus

[WSJ] Signals on Stimulus Roil Global Markets

[WSJ] Global Bonds Gyrate as Investors Try to Parse Central Banks’ Next Stimulus Moves

[WSJ] Illinois Is in Deep Trouble: What Investors Need to Know

[FT] Stress tests clear big US banks for $100bn payout

[FT] Merkel throws down gauntlet to Trump on trade before G20 summit

[FT] Buyouts rise to highest level for a decade

[FT] Catalonia’s referendum exposes a divided Spain

[NYT] Hacks Raise Fear Over N.S.A.’s Hold on Cyberweapons


Wednesday Evening Links

[Bloomberg] Equity Rally Extends to Asia as Higher Rates Seen: Markets Wrap

[Bloomberg] Central Banks Roil Markets as Stocks, Euro Jump: Markets Wrap

[Reuters] Banks, tech stocks lead broad Wall St. rebound

[Bloomberg] Central Bankers Tell the World Borrowing Costs Are Headed Higher

[Reuters] Global borrowing hits record as big central banks prepare to tighten credit

[Reuters] Germany's Schaeuble bemoans EU 'loophole' after Italy banks' rescue

[Bloomberg] Suddenly the U.S. Is Exporting More Crude Than a Bunch of OPEC Members

[Reuters] New computer virus spreads from Ukraine to disrupt world business

[WSJ] Global Bonds Gyrate as Investors Try to Parse Central Banks’ Next Stimulus Moves

[FT] Confusion as Carney and Draghi struggle to clarify stimulus exit

Wednesday's News Links

[Bloomberg] U.S. Stocks Rebound, Euro Flat After ECB Comments: Markets Wrap

[Reuters] ECB chief was overinterpreted by skittish markets: sources

[Bloomberg] Draghi Tried to Be Cautious But Spooked the Market Anyway

[Reuters] Euro, bond yields drive higher on ECB scale-back bets

[Bloomberg] Draghi's Reflation Talk Sparks a Sell-off in Stocks and Bonds

[Forbes, Keen] There Is No Excuse For Janet Yellen's Complacency

[Bloomberg] Illinois Is in a $6 Billion Budget Hole and Flirting With Junk

[Reuters] Brazil's Temer calls graft charge a 'fiction' as crisis deepens

[CNBC] China growth will accelerate as it gets leaders who aren't scared: Former PBOC adviser

[Bloomberg] China Is About to Bury Elon Musk in Batteries

[Bloomberg] Cyberattack Is Vivid Example of Underpriced Threat, Prasad Says

[Bloomberg] Cyberattacks Lay Bare Our Lack of Knowledge

[Bloomberg] China Set to Expand Opening to $9 Trillion Bond Market

[WSJ] Central Banks Give Sleepy Markets a Wake-Up Call

[WSJ] Global Bonds Sell Off, Sparking Fears of Further ‘Taper Tantrum’

[WSJ] ETF Buyers Propel Stock Market Rally

[NYT] Ransomware Attack Raises Concerns Over Future Assaults

[FT] Asia bond prices fall after bullish ECB commentary

[FT] China fake travel spending masks capital flight, warns Fed