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Sunday, October 23, 2022

Monday's News Links

[Yahoo/Bloomberg] US Equities Rise Ahead of Big-Tech Earnings: Markets Wrap

[CNBC] Alibaba, Tencent shares plummet 11% alongside China tech stocks as Xi tightens grip on power

[Yahoo/Bloomberg] Chinese Markets Tumble as Xi’s Tightening Grip Alarms Investors

[CNBC] Hong Kong’s Hang Seng down around 6% in mixed Asia trade

[Reuters] Japan's suspected FX intervention fails to stem yen slide

[Yahoo/Bloomberg] Japan’s Suspected Intervention Estimated at Record $37 Billion

[Yahoo/Bloomberg] China’s Yuan Weakens Past 7.3 Per Dollar Amid Growth Concern

[Yahoo/Bloomberg] UK Bonds Surge on Hopes Sunak Victory Will Cement Fiscal Caution

[Yahoo/Bloomberg] Oil Falls as Souring Chinese Sentiment Filters Through Markets

[AP] World faces tension with China under Xi Jinping’s third term

[Reuters] China's Xi clinches third term, packs leadership with loyalists

[Reuters] Factbox: China's new political elites and their connection to Xi

[Reuters] China Q3 GDP growth rebounds at faster pace but risks loom

[Reuters] China new home prices fall for second month in September

[Yahoo/Bloomberg] China Home Prices Fall for 13th Month as Property Woes Persist

[Reuters] China's exports to Russia up by more than 20% as growth slows elsewhere

[Reuters] Analysis: Will they or won't they? Japan uses guessing game to shore up yen

[Reuters] Japan ruling party indicates stimulus to total around $174 bln -Kyodo

[Reuters] Column: Japan faces battle royale with funds on yen: McGeever

[Yahoo/Bloomberg] Poll Shows Most Japanese Want BOJ Policy Review Amid Weak Yen

[Reuters] Factbox: What is Rishi Sunak's solution to Britain's problems?

[Reuters] Euro zone October PMI adds to evidence bloc is heading for recession

[Yahoo/Bloomberg] German Contraction Intensifies as French Private Sector Stalls

[Reuters] Taiwan to boost energy inventories amid China threat

[Yahoo/Bloomberg] China’s Billion-Dollar Cash-for-Copper Trade Grinds to a Halt

[Yahoo/Bloomberg] Australia Treasurer Pushes Fiscal Credibility After UK Chaos

[Bloomberg] Xi’s Power Grab Spurs Historic Market Rout as Foreigners Flee

[Bloomberg] Global Junk-Bond Sales Drop Most Ever With No Signs of Recovery

[Bloomberg] China’s Export Growth Slows as Global Demand Weakens

[WSJ] Talk of Fed Rate Slowdown Offers Respite for Bonds and Stocks

[FT] Xi Jinping’s China and the rise of the ‘global west’

[FT] Rishi Sunak on course to become Britain’s new prime minister

[FT] The LDI crisis is spurring a seismic shift in the gilt market

[FT] TSMC: the Taiwanese chipmaker caught up in the tech cold war

[FT] China fails to stem bond outflows as property woes persist

[FT] Danger of defaults looms larger for private credit funds

Sunday's News Links

[Reuters] China's Xi clinches third term, packs leadership with loyalists

[Reuters] Boris Johnson battling to win support for UK PM comeback bid, Sunak enters race

[BBC Live] Sunak confirms PM bid as Rees-Mogg says Johnson will run

[Yahoo/Bloomberg] UK Can’t Shake Pound Negativity After Weeks of Political Chaos

[Reuters] Russian strikes cause blackouts in much of Ukraine, more flee Kherson

[Reuters] Russia's Shoigu warns of 'uncontrolled escalation' in Ukraine conflict

[Fortune] New York’s struggle with the new Omicron variant BQ is trying to tell us something

[Yahoo/Bloomberg] ECB to Cross 2008 Rubicon With Hike Defying Slump Risk: Eco Week

[Reuters] The power of one: Xi solidifies grip at party congress

[Guardian] In Mao’s footsteps: Xi Jinping puts himself at core of China’s government

[CNN] Anti-Xi protest spreads in China and worldwide as Chinese leader begins third term

[Reuters] Hungary's Orban pledges to preserve economic stability as crisis looms

[Reuters] More severe weather forecast for Australia's southeast amid flood crisis

[Bloomberg] Plunging Markets Defy Government Intervention in Taiwan, Korea

[WSJ] Companies Take Different Strategies to Navigate High Inflation

[WSJ] Boris Johnson and Rishi Sunak Face Off in Race to Be Britain’s Prime Minister

[WSJ] How U.S. Uses Supply Chain Sway to Throttle China’s Chip Development

[FT] Japan made intervention of at least $30bn to prop up yen

[FT] Chinese Communists shun women as men hoard all the power