Sunday, September 26, 2021

Monday's News Links

[Yahoo/Bloomberg] U.S. Stocks Fall as Traders Weigh China Risks: Markets Wrap

[Yahoo/Bloomberg] Oil Extends Surge as WTI Jumps Above $75 on Global Energy Crunch

[Reuters] U.S. core capital goods orders rise solidly in August

[Yahoo/Bloomberg] Pelosi Sets Thursday Vote on Infrastructure Bill in Crucial Week

[Reuters] Moment of truth for U.S. Congress on government funding, debt, Biden agenda

[Reuters] PBOC promises to protect consumers as Evergrande teeters

[Yahoo/Bloomberg] China’s Growth Forecasts Take a Hit as Power Crunch Worsens

[Yahoo/Bloomberg] China’s Recovery Is Coming Under Pressure From Weak Demand

[AP] China’s factories, households grapple with power cuts

[Reuters] China power crunch spreads, shutting factories and dimming growth outlook

[Reuters] China Evergrande's electric car unit's shares tumble 26% after warning

[Yahoo/Bloomberg] China’s Power Crisis Moves From the Factory Floor to Homes

[Reuters] Pelosi sets Thursday vote on infrastructure, eyes smaller social spending bill

[Reuters] COVID-19 pandemic cut life expectancy by most since World War Two –study

[Reuters] Pledging stability, German SPD seeks three-way alliance to succeed Merkel

[Yahoo/Bloomberg] Social Democrats’ Narrow Win Over Merkel’s Bloc Leaves German Government in Limbo

[Reuters] Panic buying leaves up to 90% of fuel pumps dry in major British cities

[Yahoo/Bloomberg] Evans Says Fed Needs to Generate Stronger Inflation Overshoot

[Yahoo/Bloomberg] China Supplants Fed as Biggest Risk for Emerging Markets

[Yahoo/Bloomberg] Quants Are Taking Over the World of Bonds in a Big Invesco Poll

[Reuters] Outcome uncertain as Japan's ruling party heads to vote on next PM

[Reuters] China's Xi warns of 'grim' Taiwan situation in letter to opposition

[Bloomberg] Evergrande Pain Spreads to Wealthy Investors as More Interest Payments Missed

[FT] Passive investment blamed for inflating stock market bubble

[FT] Bond investors brace for change of tack by central banks

[FT] Evergrande’s troubles show China is just as susceptible to capitalism’s ill effects

[FT] Who follows Merkel? Tight result means long wait to find out

[FT] Power crunch threatens Chinese economic growth, warn banks

Sunday Evening Links

[Yahoo/Bloomberg] Asia Stocks Seen Steady as Treasury Yields Rise: Markets Wrap

[CNBC] Stock futures rise in overnight trading after market ends wild week in the green 

[Reuter] German Social Democrats beat conservatives in vote to decide Merkel successor

[Yahoo/Bloomberg] Pelosi Vows Infrastructure to Pass This Week Amid Biden Optimism

[Bloomberg] Evergrande Was Just One of China’s Blind Spots

[Bloomberg] Evergrande and China Power Curbs Are Two Sides of One Coin

[Bloomberg] Why China's Evergrande Crisis Could Be Worse Than the U.S. Crash

Sunday's News Links

[Reuters] Pelosi confident $1 trillion U.S. infrastructure bill will pass this week

[Reuters] Explainer-What are Congress' options for funding the gov't and raising the debt limit?

[AP] Closely fought German election ushers in post-Merkel era

[Reuters] Germans vote in close election to decide Merkel successor

[Reuters] China steps up funding oversight of Evergrande property projects -Caixin

[Yahoo/Bloomberg] Debt Limit Fight as Much About 2022 Politics as Fiscal Policy

[Reuters] Behave normally, UK transport minister tells Britons queuing for fuel

[Yahoo/Bloomberg] China’s Power Crunch Is Next Economic Shock Beyond Evergrande

[UK Guardian] How fall of property giant Evergrande sent a shockwave through China

[Bloomberg] From Nairobi to Ningbo: See the Supply Shocks Spanning Globe

[Bloomberg] Ferguson: Evergrande's Fall Shows How Xi Has Created a China Crisis

[WSJ] Congress Heads Into Tumultuous Week Pressured by Converging Deadlines

[WSJ] Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook

[WSJ] Cargo Delays Are Getting Worse, but California Ports Still Rest on Weekends

[WSJ] Individuals Embrace Options Trading, Turbocharging Stock Markets

[WSJ] Corporate-Buyout Loans Near Highs of 2007

[FT] Chinese cities seize Evergrande presales to block potential misuse of funds

[FT] Xi Jinping may be the world’s fiercest tiger parent