Monday, November 1, 2021

Tuesday's News Links

[Yahoo/Bloomberg] Equity Bulls Pause as Fed, Economy Risks Dominate: Markets Wrap

[Reuters] China property firms' shares, bonds hit as Yango seeks new extension

[Yahoo/Bloomberg] Wall Street Sounds Alarm Over Stock Markets Ignoring Bond Rout

[Reuters] Asian shares mixed as investors await crucial central bank decisions

[Reuters] Oil prices rise on slow OPEC oil output increase

[Reuters] Wheat near 9-year high on supply concerns, strong global demand

[Reuters] Fed's bond-buying timeline: roaring entry, boring exit?

[Dow Jones] Powell Seeks Middle Ground on Inflation Risk as Fed Starts Policy Meeting

[AP] Governors and more: What to watch in Tuesday’s elections

[Reuters] From Boeing to Mercedes, a U.S. worker rebellion swells over vaccine mandates

[Yahoo/Bloomberg] Australia Drops Yield Target, Joins Global Policy Unwinding

[Yahoo/Bloomberg] Bond Rout Forces Australia Policy Shift in Lesson for the World

[Yahoo/Bloomberg] RBA Climbdown Shows BOJ Market Challenges of Yield Control Exit

[Yahoo/Bloomberg] Sinking Auto Steel Demand Reveals Cracks in Robust U.S. Market

[Yahoo/Bloomberg] China Urges Stocking Up Ahead of Winter, Prompting Worries Online

[Reuters] China won't give up on its zero-tolerance COVID policy soon - experts

[Reuters] Euro zone Oct factory growth hurt by supply woes, price pressures -PMI

[Yahoo/Bloomberg] South Korea Inflation Highest Since 2012 on Low Base, Energy Prices

[Yahoo/Bloomberg] Supply Chain Crisis Risks Taking the Global Economy Down With It

[Bloomberg] Authers: Bond Whiplash Raises Risk of a Financial Market Accident

[Bloomberg] PBOC Has Limited Easing Room, Says Former Central Bank Adviser

[Bloomberg] Credit Ratings Firms Were Asleep at the China Switch

[Bloomberg] ETP Fund Flows Hit $1 Trillion Record as Global Assets Rally

[NYT] How the Pandemic Has Added to Labor Unrest

[WSJ] Jerome Powell’s Dashboard Casts Doubt on Inflation Easing Quickly

[WSJ] Canceled Flights and Crowded Airports: Brace Yourself for Holiday Travel

[WSJ] Mortgage Bond Sales Surged in October

[WSJ] China Binges on U.S. Gas to Manage Energy Shortage, Carbon Footprint

[FT] Fed prepares to start tapering as US inflation concerns persist

[FT] US bond tumult risks triggering stock market volatility, analysts warn

[FT] Italian bond sell-off signals rising angst over ECB backing of riskier debt

[FT] Maersk warns no end in sight to supply chain crisis as profits soar

[FT] Departing US business chiefs warn of expat exodus from China

Monday Evening Links

[Reuters] Wall Street hits records as Tesla surges; focus on Fed meeting 

[Reuters] Emerging Markets - Mexican peso leads Latam FX losses on fears of slowing growth

[Yahoo/Bloomberg] Manchin Slams Brakes on Biden Plan, Chides Progressives

[Reuters] Schumer says talks on Biden agenda still making 'good progress'

[Reuters] U.S. Treasury increases Q4 borrowing estimate

[Yahoo/Bloomberg] Top Fertilizer Producer Mosaic Sees Massive Price Surge Continuing

[Yahoo/Bloomberg] Zillow Seeks to Sell 7,000 Homes for $2.8 Billion After Flipping Halt

[Bloomberg] New Yorkers Are In for 24% Heating Bill Increase This Winter

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Wobble as Traders Weigh Earnings, Economy: Markets Wrap

[Reuters] Oil Rally Cools on Unexpected Supply Rise at U.S. Storage Hub

[Reuters] EU Gas Surges on Disturbance to Russian Shipments

[Yahoo/Bloomberg] Worsening Treasury Liquidity Poses ‘Spillover Risk,’ BofA Says

[Reuters] Worsening shortages, high prices restrain U.S. manufacturing activity 

[AP] Americans sour on economy amid inflation woes: AP-NORC Poll

[CNBC] American Airlines reduces flight cancellations but staffing challenges continue to disrupt travel

[AP] Leaders dial up doomsday warning to kick-start climate talks

[Yahoo/Bloomberg] OPEC Made Only Half of Planned Supply Hike Amid African Losses

[Yahoo/Bloomberg] Wheat Surge to 2012 High Threatens to Speed Up Food Inflation

[Yahoo/Bloomberg] Cotton Prices Near 10-Year High With Supply Deficit Seen Growing

[Yahoo/Bloomberg] JPMorgan Joins Post-Earnings Bank Bond Boom With Debt Sale

[AP] Pentagon rattled by Chinese military push on multiple fronts

[WSJ] Farewell Offshoring, Outsourcing. Pandemic Rewrites CEO Playbook.