Sunday, December 3, 2023

Monday's News Links

[Yahoo/Bloomberg] Bonds, Stocks in Retreat as Rate Realism Seeps In: Markets Wrap

[Reuters] Oil falls on demand fears and doubts over OPEC+ cuts

[AP] This Week: Job openings, consumer borrowing, nonfarm payrolls

[Reuters] Fed, with rates at a peak, now looks at a hold and an eventual pivot lower

[Reuters] Central banks 'not out of the woods' in inflation battle - BIS

[Yahoo/Bloomberg] Margin Calls From Clearinghouses Seen Stoking Future Crises

[AP] Israel orders evacuations as it widens offensive but Palestinians are running out of places to go

[Yahoo/Bloomberg] US Warns Iran-Backed Houthis After Red Sea Shipping Attacks

[Yahoo/Bloomberg] Israel, Threatened by Hezbollah, Seeks Solution for Empty North

[Reuters] Evergrande liquidation hearing pushed to Jan, focus on new debt revamp plan

[Yahoo/Bloomberg] PBOC Chief Pledges to Keep Growth of Money Supply in Check

[Yahoo/Bloomberg] Analyst Who Called Chinese Bank Turmoil Says Trusts Are Next

[Reuters] Global hedge funds further offloaded Chinese stocks in Nov

[Reuters] Think of what happened to Hong Kong when you vote, Taiwan president says

[Bloomberg] Authers: 'Everything Rally' Brings out the Mealy-Mouth in Powell

[Bloomberg] Bond Market Euphoria Shifts to Debate Over How Low Fed Will Need to Go

[NYT] Ego, Fear and Money: How the A.I. Fuse Was Lit

[WSJ] Pressure Is Building in China’s Financial Plumbing

[WSJ] China Evergrande Avoids a Debt Disaster—for Now

[FT] US deficits are testing investor patience

[FT] America and a crumbling global order

Sunday Evening Links

[Yahoo/Bloomberg] Spot Gold Rises to Record on Dovish Fed Remarks

[Yahoo/Bloomberg] Asian Stocks to Rise After US Shrugs Off Powell: Markets Wrap

[Yahoo/Bloomberg] Oil Gains With US Interest Rates and Venezuelan Supply in Focus

[Reuters] Multiple commercial vessels attacked in Red Sea

[Reuters] Israel says ground forces operating across Gaza Strip as offensive builds

[Reuters] Suspected U.S. strike in Iraq kills five militia members, sources say

[Yahoo/Bloomberg] Turbulence From BOJ Policy Bets Shakes Up Japan Credit Market

[Reuters] China's military: US combat ship 'illegally' entered territorial waters

[FT] US warship and commercial vessels attacked in Red Sea, says Pentagon