Sunday, February 11, 2024

Monday's News Links

[Reuters] Stocks muted as caution looms ahead of data-packed week

[Yahoo/Bloomberg] Oil Falls After Weekly Gain as Iran Signals Gaza Talks Progress 

[AP] Yemen’s Houthi rebels suspected of missile attack targeting a ship in the Bab el-Mandeb Strait

[Reuters] Yemen's Houthis target cargo ship in Red Sea

[Yahoo/Bloomberg] Six Years After Volmageddon, Volatility Fears Resurface in US Stocks

[AP] Recession risks are fading, business economists say, but political tensions pose threat to economy

[Reuters] Real estate pain for US regional banks is piling up, say investors

[Yahoo/Bloomberg] Private Equity Returns Plunge to Global Financial Crisis Levels

[Yahoo/Bloomberg] US Companies Are Discussing Cost Cuts and AI Like Never Before

[Reuters] New hedge funds struggle while established players raise fees to record highs, Goldman says

[Reuters] US Commercial Real Estate Push Backfires for German Lender PBB

[Reuters] German commercial property prices post biggest-ever drop, data shows

[AP] Egypt is threatening to void its decades-old peace treaty with Israel. What does that mean?

[NYT] How China Built BYD, Its Tesla Killer

[WSJ] What Mortgage Bonds Say About the Office Meltdown

[WSJ] Cash-Flush Buyers Dip Into Distressed Commercial Real Estate

[WSJ] Can the U.S. Break China’s Grip on Solar?

[FT] Ships shun Red Sea and Suez Canal despite reduced Houthi menace

[FT] Private equity chiefs enjoy $40bn gain in share value as assets surge

[FT] US biotech fundraising boom ends two-year deal drought

[FT] Data centres curbed as pressure grows on electricity grids

Sunday Evening Links

[CNBC] Stock futures are little changed on Sunday night

[Yahoo/Bloomberg] Australian Bonds Fall Ahead of US Inflation Data: Markets Wrap

[Yahoo/Bloomberg] Bond Traders Cave to the Fed by Dialing Back Their Rate-Cut Bets

[Yahoo/Bloomberg] Why NYC apartments could become a big problem for NYCB

[FT] China’s consumers tighten belts even as prices fall

Sunday's News Links

[Yahoo/Bloomberg] These Six Charts Explain How the CRE Debt Crisis Spread to Banks

[Reuters] Jeff Bezos sells roughly $2 billion of Amazon shares

[AP] American allies worry the US is growing less dependable, whether Trump or Biden wins

[Yahoo/Bloomberg] ECB’s March Projections Key for Rate Path, De Cos Says

[AP] Iran marks the 45th anniversary of the Islamic Revolution as tensions grip the wider Middle East

[FT] Fed confident about cutting interest rates despite jobs surge