Monday, July 11, 2016

Monday Evening Links

[Bloomberg] S&P 500 Rises to All-Time High on Growth Optimism, Stimulus Bets

[Reuters] IMF says Italy faces 'monumental challenge', cuts growth outlook

[Bloomberg] IMF Urges Action on Italy’s Retail Investors’ Bank Bail-In

[Bloomberg] Morgan Stanley Has Some Theories for Why Hedge Funds Are Doing So Poorly

[FT] Italy warned to abide by ‘strict’ EU bank rescue rules

[FT] US banks raise regulator fears over property loan bubble

[Bloomberg] Decoding the Jargon of the South China Sea Dispute

Monday's News Links

[Bloomberg] Global Stocks Gain With Dollar as Investors Count on Stimulus

[Bloomberg] Yen Drops Most in 2 1/2 Months on Abe’s Fiscal-Stimulus Plans

[Bloomberg] Japanese Shares Rally Most in Five Months on Stimulus Optimism

[Bloomberg] Asian Shares Jump With Won After U.S. Payrolls Boost; Oil Falls

[Nikkei] Abe to give order for new stimulus package

[Bloomberg] Japan's Banks Reinvent Misery

[Bloomberg] May to Succeed Cameron, Becoming U.K.’s 54th Prime Minister

[Bloomberg] One Big Small Bank Reason to Worry About U.S. Commercial Real Estate

[CNBC] BlackRock strategist warns of low returns, years of uncertainty and volatility

[CNBC] Goldman Sachs says dual rally in stocks and bonds make both expensive

[Reuters] Italian bank problems not an "acute crisis" - Dijsselbloem

[MarketWatch] French Fin Min urges support for Italy's banks

[FT] UniCredit leads renewed weakness for Italian banks

[FT] Italian banks: Essential repairs

[WSJ] Black Hole of Negative Rates Is Dragging Down Yields Everywhere

[NYT] Can We Ignore the Alarm Bells the Bond Market Is Ringing?

[BBC] The submarines and rivalries underneath the South China Sea