Monday, October 9, 2023

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Rise on China Stimulus Hopes, Rates Outlook: Markets Wrap

[CNBC] Treasury yields fall as investors seek safe havens amid Israel-Hamas conflict

[Reuters] Oil dips on investor caution as market eyes Middle East turmoil

[Reuters] Israel shekel sinks to lowest since 2016, default insurances soars

[Reuters] Israel pounds Gaza with fiercest air strikes ever

[Yahoo/Bloomberg] Israel Latest: Top US General Warns Iran to Stay Out of Conflict

[Reuters] Hamas threatens to kill captives if Israel strikes civilians

[Reuters] US small business sentiment declines moderately -NFIB

[Reuters] US House Republicans face tangled path to picking a new speaker

[Yahoo/Bloomberg] Fed Officials Head Toward Another Pause After Bond Yields Surge

[Dow Jones] 1970s-style stagflation may be at risk of repeating itself, Deutsche Bank warns

[Yahoo/Bloomberg] Country Garden Signals Default, Hires Advisers as Sales Plunge

[Reuters] China's Country Garden warns it could fail to pay offshore debt obligations

[Yahoo/Bloomberg] Chinese Copper Tycoon Goes Missing, Believed to Be Detained by Police

[Yahoo/Bloomberg] IMF Warns of Stubborn Inflation and Weaker Global Growth in 2024

[Reuters] IMF says global economy 'limping along', cuts growth forecast for China, euro zone

[Reuters] Rising Asia debt levels could temper growth -World Bank chief economist

[NYT] Fragile Global Economy Faces New Crisis in Israel-Gaza War

[WSJ] Threat to Israel From Hezbollah and Iran Raises Risk of Wider Conflict

[WSJ] China’s Country Garden Succumbs to Debt Crisis After Sales Drop

[FT] The Israel-Hamas conflict in maps

[FT] China’s largest private developer Country Garden warns of default

[FT] IMF warns of ‘heightened risk’ from bond market turmoil

[FT] Office space vacancies in US and London reach at least 20-year highs

[FT] Investors flee hedge fund Pelham Capital after losses

Monday Evening Links

[Reuters] Wall Street advances as investors monitor Mideast conflict headlines

[Yahoo/Bloomberg] Stocks Shrug Off Losses After Fedspeak; Oil Climbs: Markets Wrap

[Yahoo/Bloomberg] Gold Gains as Attack on Israel Bolsters Metal’s Haven Status

[Yahoo/Bloomberg] Oil Surges as Israel Conflict Reignites Middle East Volatility

[Reuters] Israel on war footing, Hamas threatens to kill captives

[Politico] House GOP splits as party braces for key meeting in speaker race

[Yahoo/Bloomberg] Fed Officials Head Toward Another Pause After Surge in Yields

[WSJ] Why the Israel-Hamas War Matters for Investors

Monday Afternoon Links

[CNBC] Dow posts turnaround Monday as investors shake off higher oil prices from Middle East conflict 

[Yahoo/Bloomberg] Oil Climbs as Israel Attacks Spur Flight to Safety: Markets Wrap

[CNN] Israel is at war with Hamas. Here’s what to know

[Reuters] Israel shuts down major offshore gas field amid violence

[Yahoo/Bloomberg] Iran Concern Grips Emerging Markets as Israel Heads to War

[Yahoo/Bloomberg] Jefferson Says Fed Can Proceed Carefully, Mindful of Yield Rise

[Yahoo/Bloomberg] Fed’s Logan Says Higher Yields May Mean Less Need for Hikes

[Yahoo/Bloomberg] Hedging Power of Treasuries Tested by Recent Bond Selloff

[NYT] The Global Context of the Hamas-Israel War

[FT] Rising interest rates curb lending growth for big US banks