Sunday, July 14, 2024

Monday's News Links

[Yahoo/Bloomberg] US Curve Steepens as Traders Bet on Trump Return: Markets Wrap

[Yahoo/Bloomberg] Oil Wavers With Trump Attack and Chinese Economic Data in Focus

[Yahoo/Bloomberg] Emerging-Market Currencies Under Threat as Trump Odds Rise

[Reuters] Morning Bid: Trump shooting ricochets in Treasuries 

[Reuters] Powell opens key week of Fedspeak as rate cut case develops

[Yahoo/Bloomberg] The World’s Power Grids Are Failing as the Planet Warms

[Yahoo/WSJ] Fed Up With Their Car-Insurance Bills, Drivers Shift Gears

[Reuters] US importers balk at return of $10,000 container shipping rate

[Yahoo/Bloomberg] French Plans to Fix ‘Worrying’ Finances Lack Credibility, Auditor Says

[Reuters] BlackRock assets hit record $10.6 trillion high on ETF flows, bull market

[Reuters] Hedge funds' growing sway underlies volatility in European stocks

[Reuters] China's economy falters, raises pressure for more stimulus

[Reuters] China new home prices fall at fastest pace in 9 years, more support needed

[Reuters] Explainer: What is China's 'third plenum'?

[NYT] China’s Economy Slows Sharply as Housing Troubles Squeeze Spending

[NYT] China Is Holding a Major Meeting on the Economy That You Can’t Watch

[WSJ] Evictions Surge in Major Cities in the American Sunbelt

[WSJ] Stock Dudes Risk a Market Wipeout

[WSJ] China’s Lopsided Economy Loses Steam

[WSJ] China’s Economy Is in Trouble. Xi Jinping Has Other Priorities.

[FT] US politics is plagued with extreme rhetoric – and violent acts

[FT] French fiscal doubts strengthen ECB reluctance to repeat rate cut signal

[FT] Can Xi keep a lid on China’s mounting social strains?

[FT] The increasing complexity of the ETF universe

[FT] Private equity has become hazardous terrain for investors

Sunday Evening Links

[CNBC] Stock futures rise slightly as investors look to earnings to keep lifting market to records: Live updates

[Yahoo/Bloomberg] Global Markets Ramp Up the ‘Trump Trade’ After Rally Attack

[AP] Texas Gov. Greg Abbott demands answers as customers remain without power after Beryl

[Bloomberg] Yen’s Woes Seem Too Big for Even a BOJ Hike This Month to Solve

[WSJ] Trillions in Hidden Debt Drove China’s Growth. Now It Threatens Its Future.

[FT] America is staring into the abyss

Sunday's News Links

[Yahoo/Bloomberg] Haven rush, ‘Trump Trades’ on investor minds after shooting

[Yahoo/Bloomberg] Correlations Between Credit and Equities Are Breaking Down

[Yahoo/Bloomberg] ECB May Prime Markets for September Rate Cut

[Bloomberg] La NiƱa to Put Another Dent in Emerging-Market Bond Returns

[Bloomberg] Kremlin Says NATO Summit Outcome Is ‘Threatening’ to Russia

[WSJ] A Nation on Edge Fears an Election Careening Toward an Ugly Finish

[WSJ] Young Workers Fear They Will Never See a Cent From Social Security

[FT] Goldman challenges Fed’s demand it hold more capital after stress test

[FT] Bank OZK finances risky bet on Miami glamour