Sunday, May 2, 2021

Monday's News Links

[Yahoo/Bloomberg] U.S. Equities Advance With European Stocks: Markets Wrap

[Reuters] Stocks rally as investors begin May in bullish mood

[Reuters] Precious - Gold rises as U.S. dollar, Treasury yields retreat

[Yahoo/Bloomberg] Colombian Peso Plunges on Reports of Finance Minister Resigning

[Yahoo/Bloomberg] U.S. Factory Growth Settles Back as Supply Chain Snags Linger

[Reuter] U.S. manufacturing sector slows in April amid supply challenges

[Reuters] Analysis: Biden, Powell paddling in same direction on policy front

[Yahoo/Bloomberg] Euro-Area Factories Face Unprecedented Supply-Chain Delays

[Reuters] Euro zone factories raced ahead in April, prices jumped - PMI

[Yahoo/Bloomberg] China Huarong Seeks to Reassure Investors That It Can Repay Debt

[Yahoo/Bloomberg] Credit Suisse Gave Archegos Big Leverage for Little Collateral

[Yahoo/Bloomberg] SPAC Crackdown Threatens Gauzy Forecasts That Power EV Startups

[Reuters] New Zealand's Ardern says differences with China becoming harder to reconcile

[Bloomberg] Intel CEO Says Chip Shortage Will Persist for ‘Couple of Years’

[Bloomberg] Philippines Slams China for ‘Dangerous Maneuver’ in Disputed Sea

[WSJ] Record Lumber Prices Lift Sawmills, While Homeowners, Do-it-Yourselfers Pay Up

[FT] El-Erian: Fed framework holds central bank hostage

[FT] Commodities supercycle arrives as pandemic recedes

[FT] Collapsing yields on risky US debt test investors’ limits

[FT] Credit Suisse made just $17.5m in Archegos fees in year before $5.4bn losses

Sunday Evening Links

[Yahoo/Bloomberg] Stocks to Drift Lower in Asia; U.S. Futures Rise: Markets Wrap

[CNBC] Stock futures rise slightly ahead of first trading day of May

[CNBC] Covid cases fall sharply in U.S., Gottlieb calls vaccination campaign ‘monumental achievement’

[Yahoo/Bloomberg] Robinhood’s Core Business More Than Tripled in First Quarter

[Reuters] Blinken says China acting 'more aggressively abroad' -'60 Minutes' interview

[Bloomberg] Blinken Aims to Pressure China, Bolster Ukraine on European Trip

[WSJ] From Apple to Domino’s Pizza, U.S. Companies Scramble to Meet Surge in Demand

Sunday's News Links

[Yahoo/Bloomberg] America’s Jobs Recovery From Crisis Is Looking Robust: Eco Week

[AP] Powell’s high-stakes bet: More jobs but only mild inflation

[Yahoo/Bloomberg] German Finance Chief Sees Global Corporate-Tax Deal by Summer

[Yahoo Finance] Warren Buffett: Zero interest rates have created a 'sea change' in finance

[Yahoo/Bloomberg] Fed’s Dovish Tilt to Unleash Tide of Bets on Resurgent Euro

[Yahoo/Bloomberg] Greed, Bankers and Politics Star in Danish Negative-Rate Debacle

[Reuters] G7 to look at rapid response mechanism against Russian 'propaganda', UK's Raab says

[AP] NKorea warns US of ‘very grave situation’ over Biden speech

[Reuters] India’s COVID-19 daily cases hold close to record, another state imposes lockdown

[WSJ] Americans Can’t Get Enough of the Stock Market

[WSJ] Biden’s Plan to Spend $4.5 Trillion Without Boosting Deficits Depend on Factors Beyond His Control

[FT] Joe Biden’s battles have just begun

[FT] Asset managers shrink US mutual fund line-up

[FT] Warren Buffett sees ‘significant’ inflation amid ‘red hot’ US recovery