Sunday, September 24, 2023

Monday's News Links

[Yahoo/Bloomberg] Bonds Resume Selloff as Hawkish Fed Talk Sinks In: Markets Wrap

[Yahoo/Bloomberg] China Developers Drop Most in 9 Months on Evergrande Woes

[Reuters] Yen falls to fresh 11-month low against dollar, focus on intervention risks

[Yahoo/Bloomberg] Oil Steadies Near $90 as Tight Fuel Supplies Lure Hedge Funds

[Reuters] Ford says 'significant gaps' remain in UAW labor contract talks

[Reuters] Morning Bid: Shutdown, oil, auctions and China rankle

[Reuters] SEC collects Wall Street's private messages as WhatsApp probe escalates

[Yahoo/Bloomberg] Evergrande Liquidation Risk Rises After Creditor Meet Scrapped

[Reuters] Evergrande's debt revamp roadblock hits China property investors' sentiment

[Reuters] China Evergrande: unable to meet qualifications for issuance of new notes

[Yahoo/Bloomberg] BOJ Ueda Strikes Cautious Tone Making Case for Steady Policy

[Reuters] BOJ chief warns of highly uncertain wage, price outlook

[Dow Jones] BOJ Gov. Ueda Says Important to Nurture Sustainable Inflation

[Reuters] German business sentiment worsens in September -Ifo

[WSJ] What Happens During a Government Shutdown?

[WSJ] Ending the LTCM Crisis Took Just One Bailout. We Should Be So Lucky Next Time.

[WSJ] Big Shareholder in China? Don’t Try Selling

[FT] Western companies take slow steps towards China ‘de-risking’

[FT] Brussels trade chief says China-EU ties ‘at a crossroads’

Sunday Evening Links

[CNBC] Stock futures inch up as the market enters last week of September with losses: Live updates

[Yahoo/Bloomberg] Asian Stocks Set for Cautious Open; Dollar Mixed: Markets Wrap

[Reuters] Morning Bid: Bond yield surge casts dark quarter-end shadow

[Yahoo/Bloomberg] Stocks Flash Recession Warning as Trouble Spreads to Industrials

[Yahoo/Bloomberg] ‘A Few Days’ of Government Shutdown May Be Needed, GOP’s Gaetz Says

[Bloomberg] Private Equity’s Slow Carnage Unleashes a Wave of Zombies

Sunday's News Links

[Axios] House GOP plans last-ditch effort to pass spending bills

[Axios] The history of government shutdowns and how long they last

[AP] Auto workers still have room to expand their strike against car makers. But they also face risks

[Yahoo/Bloomberg] Oil Price Surge Upends Emerging-Market Disinflation Trade

[Reuters] China central-bank adviser proposes structural reforms to revive economy

[Reuters] Italy sees 2023 budget deficit overshoot at around 5.5% of GDP, sources say

[Bloomberg] Yields Spike and Gold Shrugs. What’s Driving Bullion Now?

[Bloomberg] Debt Market Titans See Fiscal Risks and Rising Defaults

[Bloomberg] The Fed Is Curbing Inflation, But Consumers Say They’re Still Paying Too Much

[WSJ] U.S. Economy Could Withstand One Shock, but Four at Once?

[WSJ] Watching the Real-Estate Bust From the Streets of San Francisco

[WSJ] Twenty-Five Years After LTCM, Emerging Markets Keep Burning Investors

[FT] A ‘milestone’ moment: why economists think the global cycle of rate rises is over

[FT] Hedge funds rush to unwind bets against gilts