Thursday, July 13, 2023

Friday's News Links

[Yahoo/Bloomberg] Wall Street Caps a Week of ‘Everything Rally’: Markets Wrap

[Reuters] Dollar at 15-month low as easing inflation firms rate peak bets

[Reuters] Tumbling US dollar a boon to risk assets across the globe

[Yahoo/Bloomberg] Oil Heads for Third Weekly Gain as Africa, Russia Crimp Supply

[Reuters] US consumer sentiment near two-year high in July

[Reuters] JPMorgan's profit jumps on interest income boost from First Republic deal

[Reuters] Citigroup profit drops 36% as trading slump casts cloud over earnings

[Reuters] A look at the state of US bank credit as earnings season begins

[Yahoo/Bloomberg] The $785 Billion Junk-Bond Maturity Wall Has Never Been So Close

[Yahoo/Bloomberg] Thames Water Crisis Fragments Industry’s $60 Billion Bond Market

[Yahoo/Bloomberg] BOJ Is Likely to Keep Next Year’s Price Forecast Around 2%

[Yahoo/Bloomberg] BOJ to Tweak Yield Control This Month, Ex-Official Hayakawa Says

[Yahoo/Bloomberg] China’s Central Bank Signals More Policy Support for Economy

[Reuters] China c.bank to use tools such as RRR to tackle economic woes

[Reuters] Australia picks first female central bank head to shepherd through reform

[Yahoo/Bloomberg] Ukraine Recap: Putin Tells Paper of Wagner Offer Made at Meeting

[Reuters] Japan calls on China to approach Fukushima water release in 'scientific manner'

[Yahoo/Bloomberg] Extreme Heat Rips Through Europe, Bringing Health Risks for Millions

[Bloomberg] Debt Worries Rise as China Property Developer Sino-Ocean’s Bondholders Flag Missed Payment

[NYT] Insurer’s Retreat in Florida Signals Crisis With No Easy Fix

[WSJ] The Real Fed Debate This Month: What Would Prompt a Rate Hike This Fall

[FT] Tett: Avoiding a commercial real estate crash requires some imagination

[FT] Silicon Valley start-ups explore sales as funding runs dry

[FT] China will avoid deflation, central bank official says

[FT] Beijing struggles to revive China’s paralysed property market

[FT] Bridgewater warns US inflation fight is far from over

Thursday Evening Links

[Yahoo/Bloomberg] Asian Equities Poised to Extend Weekly Rally: Markets Wrap 

[Reuters] U.S. Treasury posts sharply higher $228 billion June deficit

[Reuters] Fed's Waller eyes July rate rise, and another hike before year ends

[Reuters] Fed hawk Bullard steps down to be dean at business school in Indiana

[Yahoo/Bloomberg] Hedge Funds Caxton, Element Slump in Brutal First Half for Macro Traders

[Yahoo/Bloomberg] Carry Traders Fret That Good Times May Be Closer to an End

[Bloomberg] US Racks Up $652 Billion in Debt Costs as Rates Hit 11-Year High

Thursday Afternoon Links

[Yahoo/Bloomberg] Tech Giants Lead Stock Gains as Bond Yields Drop: Markets Wrap

[Yahoo/Bloomberg] Yellen Heads to G-20 as US Seeks to Strengthen Ties With India, Vietnam

[Yahoo Finance] St. Louis Fed president James Bullard to step down August 14

[Reuters] US producer inflation muted; labor market still tight

[Reuters] Amazon's 'biggest ever' Prime Day boosts US online sales to $12.7 billion

[Reuters] Founder of crypto lender Celsius Network arrested, charged with fraud

[Reuters] Chip wars: How ‘chiplets’ are emerging as a core part of China’s tech strategy

[FT] Hawkish ECB said more interest rate rises may be necessary, minutes show

[FT] Germany warns companies to reduce dependence on China