Sunday, October 31, 2021

Monday's News Links

[Yahoo/Bloomberg] Stocks Advance on Earnings Optimism: Markets Wrap

[Yahoo/Bloomberg] Oil Rises on Speculation OPEC May Spurn Biden’s Appeal on Output

[Reuters] Inflation, wage data, challenge Fed 'transitory' narrative

[Reuters] Yellen says U.S economy is not overheating

[Yahoo/Bloomberg] Yellen Dismisses Treasury-Market Jitters, Sees ‘Solid’ Recovery

[Yahoo/Bloomberg] RBA Faces Credibility Test as Markets Push Yield Envelope

[Yahoo/Bloomberg] BOE’s Hawkish Push Turns Rate Decision Into Credibility Test

[AP] China’s economy slows as Beijing wrestles with debt

[Yahoo/Bloomberg] More Chinese Developers Are Scrambling to Dodge Debt Defaults

[Reuters] China new home prices barely grow amid tight curbs - private survey

[Reuters] China's factory activity grows, but input costs weigh - Caixin PMI

[Reuters] China taps oil reserve, refiners ramp up output to stave off diesel shortage

[Yahoo/Bloomberg] China’s Oil Stockpile ‘Low as It Can Go’ Ahead of OPEC+ Meet

[CNBC] China’s economy is showing signs of stagflation, economists warn

[Yahoo/Bloomberg] Japan’s Kishida Defies Forecasts, Keeps Majority in Election

[Yahoo/Bloomberg] Chip Drought Hits Mexico Hard as Auto-Parts Bonds Take a Beating

[Reuters] Russia says Ukraine trying to drag it into Donbass conflict

[Bloomberg] China’s Home Sales Slump Persists, Clouding Economic Outlook

[Bloomberg] Developer Faces Another Bond Payment Deadline: Evergrande Update

[Bloomberg] How an Evergrande Collapse Would Cascade Through China

[Bloomberg] Australia’s Hot Housing Market Shows Signs of Cooling Momentum

[WSJ] Central Banks Fuel New Bets on Tighter Money as Inflation Rises Globally

[WSJ] Fed Complacency Feeds Inflation

[WSJ] Chinese Developer Yango Group Proposes Bond Swap to Avoid ‘Imminent’ Default

[FT] Bond traders ramp up bets on ‘big shift’ in global monetary policy

[FT] US warehouses are running out of space as containers pile high

[FT] HNA’s $170bn restructuring plan approved as focus turns to Evergrande

[FT] Will the ailing Turkish economy bring Erdogan down?

[FT] Climate change could bring near-unliveable conditions for 3bn people, say scientists

Sunday Evening Links

[Yahoo/Bloomberg] Asian Stocks Look Set to Advance; Dollar Mixed: Markets Wrap

[CNBC] Stock futures rise slightly ahead of first trading day of November, as investors await key Fed meeting

[Reuters] World leaders seeks ways to strengthen global supply chains

[Yahoo/Bloomberg] China’s Stressed Developers Face $2 Billion Bond Bill This Month

[Reuters] Analysis-China's property woes put prestige global projects in play

[AP] American Airlines cancels hundreds of weekend flights

[Reuters] German union calls for strikes at seven Amazon sites

[Bloomberg] Troubles in China’s ‘Christmas Town’ Mean Higher Holiday Prices

[Bloomberg] Isolated China Is Cracking Under the Strain of Keeping Covid Out

[WSJ] Investors Buy Oil on Inflation Fears, Pushing Prices Even Higher

[WSJ] Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common Ground

[WSJ] Covid-19 Pushed Many Americans to Retire. The Economy Needs Them Back.

[WSJ] How Robinhood Cashes In on the Options Boom

[FT] Will the Fed join a hawkish tilt among global central banks?

[FT] China manufacturing slows as property and energy woes hit economy

Sunday's News Links

[Yahoo/Bloomberg] Three Days Will Reveal Global Alert Level on Inflation: Eco Week

[Yahoo/Bloomberg] Powell Risks Rerun of 1960s Inflation From Confusing Jobs Market

[Yahoo/Bloomberg] G-20 Leaders Strike Climate Deal That Leaves COP26 a Lot to Do

[Yahoo/Bloomberg] China’s Economy Weakens as Power Crunch, Covid Rules Hurt

[Reuters] China's falling factory activity a sign of economic woes ahead 

[Yahoo/Bloomberg] Two Thirds of China’s Top Developers Breach a ‘Red Line’ on Debt

[Reuters] German tabloid attacks ECB chief Lagarde as 'Madam Inflation'

[Reuters] Japan Kishida set to keep control but his party battered in election

[Reuters] Blinken warns China against unilateral action regarding Taiwan