Wednesday, March 31, 2021

Thursday's News Links

[Yahoo/Bloomberg] Stocks Rise on Growth Outlook With Jobs in Focus: Markets Wrap

[Reuters] Oil up as OPEC+ meets to decide on production policy

[Reuters] Gold rises over 1% as dollar, yields retreat

[Yahoo/Bloomberg] U.S. Manufacturing Surges Most Since 1983, Underscoring Rebound

[Yahoo/Bloomberg] U.S. Jobless Claims Rise as Labor Market Recovery Remains Choppy

[Reuters] Asia's factory recovery picks up but cost pressures emerge

[CNBC] China’s central bank warns of a swath of financial risks, including potential defaults

[Reuters] China's March factory activity growth lowest in almost a year: Caixin PMI

[Reuters] TSMC says plans to invest $100 billion over next 3 years to meet chip demand

[Reuters] Russia says any attempt to start a new war in Donbass could destroy Ukraine - TASS

[Bloomberg] As Prices Rise Across Supply Chains, Will Inflation Come for You Too?

[WSJ] Archegos Blowup Puts Spotlight on Gaps in Swap Regulation

[WSJ] Meme Stocks, NFTs, Tech Rotation Dominate Crazy Quarter on Wall Street

[WSJ] Yellen Says Risk Panel to Address Vulnerabilities From 2020 Market Meltdown

[WSJ] Even Suez Canal Blockage Can’t Hold Back Red-Hot Global Trade

[FT] Archegos debacle reveals hidden risk of banks’ lucrative swaps business

[FT] Tensions flare between Russia and Ukraine

[FT] China manoeuvres near Taiwan fuel concerns of potential attack

Wednesday Evening Links

[Reuters] Tech lifts S&P 500, Nasdaq; indexes post gains for quarter

[Reuters] Treasuries - Yields rise on Biden's infrastructure plan

[Yahoo/Bloomberg] U.S. Treasuries’ Worst Quarter Since 1980 Upended Global Markets

[Reuters] Biden proposes $2 trillion "once-in-a-generation" investment in U.S. economy

[Yahoo/Bloomberg] Yellen Signals Scrutinizing Hedge Funds a Renewed FSOC Focus

[Yahoo/Bloomberg] SEC Opens Probe Into Archegos Trades That Triggered Rout

[Reuters] Pressure for hedge fund scrutiny builds as Yellen leads her first U.S. financial stability meeting

[Reuters] Global M&A sets first-quarter record as dealmakers shape post-COVID world

[Bloomberg] Scott Tissue Maker Hikes Toilet Paper Prices Amid Rising Commodity Costs

[WSJ] Biden Unveils $2 Trillion Infrastructure Plan

[WSJ] Family Offices Like Archegos Take Big Risks Like Hedge Funds

[WSJ] Ford Says Chip Shortage Forcing Production Halt at Several Plants

[WSJ] How Japanese Investors Accelerated the Treasury Selloff

[FT] Spac boom fuels strongest start for global M&A since 1980

Wednesday Afternoon Links

[Reuters] S&P 500 hits record high ahead of Biden's spending plan outline

[Reuters] Gold rises on softer dollar, but set for worst quarter in over 4 years

[Reuters] Biden kicks off effort to reshape U.S. economy with infrastructure package

[Yahoo/Bloomberg] Biden Aims to End a Corporate Tax-Cut Party That Rewards Investors

[Reuters] From 'bold' vision to 'dangerously misguided': reactions to Biden infrastructure plan

[CNBC] CDC director says Covid variant from U.K. is becoming the predominant strain in many parts of the U.S.

[WSJ] America’s Imports Are Stuck on Ships Floating Just Off Los Angeles

[FT] China’s secret loan contracts reveal its hold over low-income nations

[FT] Rating agencies cut Nomura and Credit Suisse outlooks after Archegos debacle

[FT] PE groups raise more than $20bn from loan investors to fund dividends