Thursday, December 5, 2024

Friday's News Links

[Yahoo/Bloomberg] Stocks Extend Record-Breaking Run After Jobs Data: Markets Wrap

[Yahoo/Bloomberg] Oil Slides Further as OPEC+ Fails to Allay Surplus Concerns

[Yahoo/Bloomberg] French Bond Risk Returns to Levels Before Le Pen Ouster Threats

[Yahoo/Reuters] Currency markets on edge amid political turmoil, eye US jobs report

[CNBC] Payrolls increased 227,000 in November, more than expected; unemployment rate at 4.2%

[Yahoo/Reuters] Cash draws biggest weekly inflow since March 2023, BofA says

[Yahoo/Reuters] US equity funds attract inflows for a fifth straight week on growth optimism

[Axios] Trump's billionaires set to take government by storm

[Yahoo/Bloomberg] Macron Seeks New French Government Amid Political Chaos

[Yahoo/Reuters] Rattled by China, West scrambles to rejig critical minerals supply chains

[Yahoo/Bloomberg] China Sets Precedent by Banning Others From Selling Goods to US

[Yahoo/Reuters] Canada's jobless rate jumps to near 8-year high of 6.8% in November

[Yahoo/Bloomberg] Key Ally of South Korea’s Leader Now Wants Him Gone

[AP] South Korea’s governing party head supports suspending Yoon’s powers, making impeachment more likely

[Yahoo/Reuters] Analysis-BOJ is holding cards close to its chest on December rate hike

[Yahoo/Bloomberg] Japan Base Pay Gains by Record, Keeps Door Open for BOJ Hike

[Yahoo/Reuters] Russia official says Trump's threat will not stop work on BRICS payment system, RIA reports

[Yahoo/Bloomberg] World Bank Raises Record $100 Billion for Aid to Poorest Nations

[AP] Thousands flee as Syrian insurgents advance to the doorstep of the country’s 3rd largest city, Homs

[Bloomberg] Black Friday Was Good for Retailers — Maybe Too Good

[Bloomberg] BofA’s Hartnett Warns Froth Is Building in US Stocks, Crypto

[Bloomberg] Market Frenzy Fuels $1 Trillion ETF Rush to Break Annual Records

[Bloomberg] China Vanke Sales Slump Worsens After Debt Cracks Show Up

[WSJ] Food Prices Reach 19-Month High in November, U.N. Says

[FT] Investors pour $140bn into US stock funds after Trump election victory

[FT] Will China’s manufacturing juggernaut run out of road?

[FT] Russia warns citizens they may need to leave Syria

[FT] Bears are dropping like flies

Thursday Evening Links

[Yahoo/Bloomberg] Stock Rally Stalls as Anxiety Brews in Jobs Run-Up: Markets Wrap 

[Yahoo/Bloomberg] Roaring Kitty Sparks Meme Rally With Post of Time’s ‘You’ Cover

[Yahoo/Bloomberg] Summers Blasts US National Bitcoin Reserve Idea as ‘Crazy’

[Yahoo/Bloomberg] Macron Vows to Serve Remainder of Term as French President

[Bloomberg] Who Is Behind Gold’s Wild Ride This Year?

[Bloomberg] US Electricity Demand Forecast to Surge 16% Over Next Five Years

[WSJ] The Sudden Rebel Advance in Syria Creates ‘Real Possibility’ of Assad’s Fall

Thursday Afternoon Links

[Yahoo/Bloomberg] Stocks Flounder as Jobs to Signal Fed Cut or Pause: Markets Wrap

[Yahoo/Bloomberg] French Bond Risk Hits Two-Week Low on Le Pen’s Budget Remarks

[Yahoo/Bloomberg] Oil Holds Steady as OPEC+ Plans Later and Slower Output Return

[Yahoo Finance] Trump just gave a new signal he isn't going to let up on Big Tech

[AP] Wall Street parties like it’s 1998 as AI fuels gains unmatched since dot-com era

[CNN] Number of 401(k) ‘millionaires’ just jumped by 9.5%

[Yahoo/Bloomberg] US Mortgage Rates Fall to Lowest Since October, Hitting 6.69%

[Yahoo/LAT] In Syria, a long-dormant civil war reignites

[Bloomberg] Estonia Says Russian Spy Agency Behind String of Vandalism Cases

Thursday's News Links

[Yahoo/Bloomberg] Stocks Waver After Record; Bitcoin Tops $100,000: Markets Wrap

[Yahoo/Bloomberg] Oil Holds Loss as OPEC+ Plans to Return Barrels From April

[Yahoo/Bloomberg] OPEC+ Delays Revival of Its Oil Production by Three Months=

[Yahoo/Bloomberg] French Bonds Gain as Investors Wait for New PM to Follow Barnier

[Yahoo/Bloomberg] Macron Is Still Banking On Socialists to Break France’s Gridlock

[Reuters] Morning Bid: The 'Trump trade' one month on

[AP] US applications for jobless benefits rise last week but remain at low levels

[MarketWatch] US Trade Deficit Narrows Sharply in October as Worries About Port Strike Disippated

[AP] Why Trump and the Federal Reserve could clash in the coming years

[Politico] Republicans (Quietly) Disagree With Trump on the Fed

[AP] Yoon replaces the defense minister as South Korea’s parliament moves to vote on their impeachments

[Yahoo/Bloomberg] Hedge Funds Make MicroStrategy Wall Street’s Hottest Trade

[Reuters] Syrian rebels capture key city of Hama in fresh blow to Assad

[Bloomberg] Wall Street’s Go-Go Era Builds With Levered Stock-Crypto Gambit

[Bloomberg] Le Pen Takes France and Europe Into the Unknown

[Bloomberg] A $105 Trillion Inheritance Windfall Is On the Way for US Heirs

[Bloomberg] China Warns Against ‘Worship’ of Chasing Faster Economic Growth

[WSJ] French Government’s Collapse Lands Macron in a Minefield

[WSJ] How Trump Is Rethinking Economic Power

[WSJ] Natural-Catastrophes Insured Losses to Top $135 billion in 2024, Swiss Re Institute Says

[FT] How Syria’s rebels became makers of drones and guided missiles