Wednesday, November 1, 2023

Thursday's News Links

[Yahoo/Bloomberg] Stocks, Bonds Rise on Hopes Fed Tightening Is Over: Markets Wrap

[Yahoo/Bloomberg] Oil Advances With Broader Markets on Fed Interest-Rate Signal

[AP] Diplomacy to pause fighting and ease siege intensifies as Israeli ground troops advance on Gaza City

[Reuters] Hamas fighters seek to block Israeli advance on Gaza City

[Reuters] Bank of England keep rates at 15-year high

[Reuters] Japan's Kishida announces $113-bln package to combat inflation pain

[Reuters] Exclusive: BOJ plans to exit from easy policy next year but needs some good fortune

[Reuters] China regulators probe liquidity stress that sent rates to record 50% - sources

[Yahoo/Bloomberg] China’s LGFVs Plan Early Debt Payment as Beijing Offers More Aid

[Yahoo/Bloomberg] Europe’s Great Housing Crisis Is Only Getting Started

[Yahoo/Bloomberg] Long Goodbye to World’s Negative-Yielding Debt Is Almost Done

[Yahoo/Bloomberg] Private Equity Makes Loan Payments With More Debt to Keep Cash

[Reuters] Putin revokes Russia's ratification of nuclear test ban treaty

[Bloomberg] Powell Hints Fed Is Done With Hikes in Pivot Cheered by Markets

[Bloomberg] Nothing Worries CEOs Right Now as Much as Geopolitics

[NYT] Risk of a Wider Middle East War Threatens a ‘Fragile’ World Economy

[NYT] China Is Winning in Solar Power, but Its Coal Use Is Raising Alarms

[FT] The breakdown of China’s social contract

[FT] Ukraine braced for attacks on its power grid as winter draws in

Wednesday Evening Links

[Reuters] US stocks rally as Fed holds rates, prompts hope for end to hikes

[Yahoo/Bloomberg] Oil Extends Drop as US Stockpiles Build, Foreigners Exit Gaza

[Yahoo/Bloomberg] Fed Signals Yield Rise Reduces Need to Hike, But Door Still Open

[AP] Federal Reserve leaves its key rate unchanged but keeps open possibility of a future hike

[Yahoo/Bloomberg] Investor Fears of 'Zombies' Create Bubble in Companies With High Cash Flow

[FT] US Federal Reserve holds interest rates at 22-year high


Wednesday Afternoon Links

[Reuters] Wall St holds gains as Fed keeps rates steady

[Reuters] Fed keeps rates unchanged, acknowledges economy is 'strong'

[CNBC] Fed holds rates steady, upgrades assessment of economic growth

[Yahoo/Bloomberg] US Slows Pace of Increase in Quarterly Long-Term Debt Sales

[Reuters] US job openings stay elevated, layoffs at nine-month low

[Yahoo/Bloomberg] US Manufacturing Gauge Contracts at Fastest Pace in Three Months

[Yahoo/Bloomberg] Companies Rush to Sell Bonds as Higher Rates Become ‘Old Normal’

[Reuters] First evacuees leave Gaza after another night of Israeli bombardment

[WSJ] Fed Holds Rates Steady but Keeps Door Open to Another Hike

[WSJ] Toyota Gives Most U.S. Auto-Factory Workers 9% Pay Bump Following UAW Gains in Detroit

Tactical Short Q3 Recap Call This Afternoon

Please join Doug Noland and David McAlvany this coming Thursday, November 2nd, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q3 recap conference call, “New Paradigm Dynamics.” Click here to register.