Sunday, December 29, 2019

Monday's News Links

[Reuters] World stocks hold onto gains, dollar under pressure

[Reuters] Repo rate steady before year-end

[Reuters] Treasuries - Yields rise, yield curve steepest since October 2018

[Reuters] Oil rises to three-month high on upbeat data, Middle East tension

[Reuters] The Decade of Debt: big deals, bigger risk

[Reuters] The decade that saw volatility trading come of age

[Reuters] China rate switch to ease funding costs, but banks not ready to pass cut along

[Reuters] China's 2019 retail sales to rise 8%: commerce ministry

[CNBC] The Fed could face a possible ‘inflation scare’ in 2020 with commodity prices on the rise

[Bloomberg] Hedge Funds to Record More Closures Than Launches for Fifth Straight Year

[NYT] California Is Booming. Why Are So Many Californians Unhappy?

[WSJ] The Deals and Dealmakers That Made the Year in M&A

[WSJ] In Battle to Recruit New Quants, Hedge Funds Outpay Banks

[WSJ] China Is Taking No Chances With Stagflation

[FT] Why market faith in US-China trade deal is misplaced

[FT] Bond ETFs gain traction in the great rotation to passive investing

Sunday Evening Links

[CNBC] Key reports to watch for this week as the S&P aims for its best year in 2 decades

[Reuters] North Korea's Kim stressed 'positive and offensive security measures' at key party meeting

[Reuters] Russia, China to hold more U.N. talks on lifting North Korea sanctions: diplomats

[Bloomberg] China's $44 Trillion Market Is Opening Up. Here's What to Watch in 2020

Sunday's News Links

[Reuters] China commerce ministry says it has proactively dealt with U.S. trade frictions

[CNBC] The bankruptcies that rocked the retail industry in 2019

[Reuters] U.S. monitoring North Korea closely, finds situation concerning: White House

[Reuters] Turkey speeds up Libya troop deployment deal to prevent slide into 'chaos'

[Bloomberg] Trading a Dove for Two Hawks: A Look at the Fed’s 2020 Voters

[Bloomberg] The Bedrock of Ultra-Low Yields Is at Risk

[WSJ] 2019: The Year of IPO Disappointment

[FT] China’s impending Minsky moment

[FT] China’s authoritarian turn is a challenge for the world

[FT] Goldman and JPMorgan tweak repo operations to limit Basel impact