Sunday, December 22, 2019

Monday's News Links

[Reuters] S&P 500, Nasdaq hit new records; Boeing lifts Dow

[Reuters] U.S. new home sales rebound in November; October sales revised lower

[Reuters] U.S. business spending on equipment weak; housing regaining footing

[Reuters] Repo is Wall Street's big year-end worry. Why?

[Reuters] Leveraged loan market size doubles in ten years, private credit explodes

[Reuters] The Yankees are coming! U.S. firms rush to euro debt markets

[Reuters] China's industrial output to grow around 5.6% year-on-year in 2019: ministry

[Reuters] ECB's Knot says low rate policy risks becoming counterproductive

[Reuters] Abenomics sputters as trade damage spreads, tax revenues undershoot

[Reuters] Explainer: Why India's new citizenship plans are stirring protests

[Reuters] Hong Kong braces for protests over Christmas holidays

[Bloomberg] America’s Utilities Are On a Record Borrowing Spree This Year

[Bloomberg] Here’s What Credit Pros Are Watching as Defaults Rise in China

[Bloomberg] China Vows More Support for Private Sector to Stabilize Growth

[Bloomberg] Stores That Stocked Up on Debt Face a Harsh Holiday Reckoning

[WSJ] Stocks and Bonds Haven’t Rallied Like This Since 1998

[WSJ] China to Cut Tariffs on Range of Goods Amid Push for Trade Deal

[WSJ] The Financial Lesson of 2008-09 That Most Investors Have Forgotten

[WSJ] Distressed-Asset Hedge Funds Run Into Trouble

[FT] The big market moments of 2019

[FT] China’s $1.3tn global spending spree will collapse, says top US official

Sunday's News Links

[Reuters] Trump says trade deal with China to be signed 'very shortly'

[CNBC] Here’s how China became the world’s No. 2 economy and how it plans on being No. 1

[Reuters] Clashes as police try to clear Hong Kong protesters after Uighur support rally

[Bloomberg] Our Guide to What the World’s Top Central Banks Will Do Next Year

[WSJ] Banks Get Tough on Shale Loans as Fracking Forecasts Flop