Sunday, April 2, 2023

Monday's News Links

[Yahoo/Bloomberg] Bond Yields Drop, Stocks Waver After Big ISM Miss: Markets Wrap

[Reuters] Oil prices, oil stocks surge on OPEC+ move

[Reuters] OPEC+ cuts put $100/barrel oil back in sight

[Yahoo/Bloomberg] US Factory Gauge Falls to Lowest Since 2020, Employment Measure Drops

[Yahoo/Bloomberg] Oil Price Jolt Compounds Inflation Puzzle for Central Banks

[Yahoo/Bloomberg] Biden’s Limited Options to Respond to OPEC+’s Surprise Oil Cut

[Yahoo/Bloomberg] Fed’s Bullard Says It’s Unclear What Higher Oil Price Means for Rates

[The Hill] McCarthy set to make mark on foreign policy with high-profile Taiwan meeting

[CNBC] Home prices suddenly jump after several months of declines

[Reuters] China's faltering March factory activity weighs on GDP outlook

[Yahoo/Bloomberg] China Warns Top Bankers of Deepening Crackdown on Corruption

[Yahoo/Bloomberg] China Missing Banker’s Firm Delays 2022 Results, Halts Trading

[Reuters] Euro zone factory downturn deepened in March, PMI shows

[Reuters] Japan's business mood sours to 2-year low as global slowdown bites - tankan

[Reuters] Russia to place nuclear weapons near Belarus' borders with NATO

[Reuter] Chinese spy balloon gathered intelligence on US military sites- NBC News

[Bloomberg] Bank Turmoil Collides With Tech Slump in Battered San Francisco

[FT] Blackstone hit with $4.5bn in redemption requests at Breit real estate fund in March

[FT] US regional banks had cut cash buffers ahead of run on deposits

[FT] The financial turmoil is not over

[FT] Shadow banks could yet cause trouble

Sunday Evening Links

[Yahoo/Bloomberg] US Stock Futures Fall, Yen Weakens as Oil Rallies: Markets Wrap 

[Reuters] OPEC+ announces surprise oil output cuts

[Reuters] Oil production cut could lift prices by $10 per barrel, analyst says

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodities Markets This Week

[WSJ] Evan Gershkovich’s Arrest Marks a New Era of Hostage Diplomacy

[WSJ] Monetary Mischief Here and Abroad

Sunday's News Links

[Reuters] UBS may cut up to a third of jobs after Credit Suisse takeover, Tages-Anzeiger reports

[Reuters] China's central bank calls for stronger defences against financial crisis

[Yahoo/Bloomberg] Ukraine Latest: Civilians Killed as Russia Shells Donetsk Town

[Reuters] Pakistan posts highest-ever annual inflation; stampedes for food kill 16

[Reuters] High activity spotted at North Korea nuclear complex after Kim's bomb-fuel order, report says

[Bloomberg] China Urges Japan to Refrain From Joining US Technology Curbs

[WSJ] SVB Collapse Complicates Banks’ Efforts to Unload More Than $25 Billion of Junk Debt

[WSJ] Individual Investors Slow Stock Purchases, Leaving Markets Vulnerable

[WSJ] Why Russia’s Tactical Nuclear Weapons Are Key to Its Defense Strategy

[WSJ] In Beijing, Japan’s Foreign Minister Warns Over Russia-China Military Ties

[FT] Trend-following hedge funds suffer sharp downturn in bank chaos

[FT] China’s top lenders tout limited exposure to western banking crisis

[FT] Swiss prosecutor opens probe into Credit Suisse takeover