Wednesday, November 3, 2021

Thursday's News Links

[Yahoo/Bloomberg] Dollar, Treasuries Rise Amid Post-Fed Reflection: Markets Wrap

[Reuters] Stocks rise as Fed tapers without the tantrum, BoE up next

[Yahoo/Bloomberg] China’s Developer Bond Slump Deepens as Selling Spreads Onshore

[Yahoo/Bloomberg] Rate Hike Jitters Are Sowing Wild Swings in European Bonds

[Yahoo/Bloomberg] Oil Rises as Investors Turn Their Focus to Crucial OPEC+ Meeting

[Reuters] Gold rebounds as dollar dips after Fed unveils taper plan

[Yahoo/Bloomberg] Bond Bears Ready to Pounce With Powell Seen Lagging Behind Curve

[Yahoo/Bloomberg] BOE Shocks Markets by Keeping Interest Rates on Hold

[Yahoo/Bloomberg] Kaisa Misses Wealth Product Payout on ‘Unprecedented’ Stress

[Yahoo/Bloomberg] Kaisa Faces Liquidity Pressure; Bonds Tumble: Evergrande Update

[Reuters] Chinese developer Kaisa unit misses payment, debt worries mount

[AP] US trade deficit hits record of $80.9 billion in September

[Reuters] U.S. weekly jobless claims fall to new 19-month low

[Reuters] U.S. labor costs surge in the third quarter; productivity falls sharply

[Reuters] COVID-19 fading as dominant political issue as Americans focus on inflation, economy: Reuters/Ipsos poll

[Reuters] Euro zone producer prices make record jump in September - Eurostat

[Reuters] World food prices hit new 10-year high in October -FAO

[Yahoo/Bloomberg] RBA Returns to Trusty Old Policy Tools as Bond Vigilantes Loom

[Yahoo/Bloomberg] Deere Takes Hard Line After Workers Reject Second Offer

[Yahoo/Bloomberg] The Commodity Boom Is Starting to Push Battery Prices Higher

[Reuters] COVID cases break records across Europe as winter takes hold

[Reuters] 'You are not alone': EU Parliament delegation tells Taiwan on first official visit

[Bloomberg] Powell Gambles on Inflation Easing as Fed Waits for More Jobs

[Bloomberg] Authers: Powell Dodged a Taper Tantrum With Ease. That's Suspicious

[Bloomberg] China Premier Urges Policy Fine-Tuning as Economic Woes Mount

[Bloomberg] Energy Costs Push Inflation to 13-Year High in OECD

[Bloomberg] China Is Blowing Up One of the World’s Most Lucrative Bond Bets

[NYT] Fed Takes First Step Toward End of Pandemic Measures

[WSJ] Inflation Debate Hangs Over Stock Market’s Record Run

[WSJ] Wheat Prices Jump, Signaling More Food Inflation

[FT] Bank of England backs off from immediate interest rate rise

[FT] Jay Powell urges patient approach to rate rises as taper begins

[FT] Inflation is one thing not in short supply

Wednesday Evening Links

[Reuters] Treasuries - Yields rise, curve steepens after Fed green lights taper

[AP] Fed to begin slowing economic aid as inflation worries rise

[Reuters] Fed rolls out bond-buying 'taper,' holds to 'transitory' inflation belief

[Reuters] FOMC: Time is here to taper bond buying, not to hike rates

[Reuters] U.S. congressman says House Democrats could finish votes on social, infrastructure bills on Friday

[CNBC] Fed Chair Powell: 'We understand the difficulties' of rising inflation

[CNBC] Supply chains: Holiday demand causing 'softball through a snake' moment, Generac CEO says

[WSJ] Fed Dials Back Bond Purchases, Plots End to Stimulus by June

[WSJ] Where Are All the Truck Drivers? Shortage Adds to Delivery Delays

[WSJ] Options Activity Tied to Avis, Meme Stocks Explodes

[FT] Fed to start winding back $120bn-a-month stimulus programme

Wednesday Afternoon Links

[Yahoo/Bloomberg] Stocks Hit Record, Bond Curve Steepens After Fed: Markets Wrap

[Yahoo/Bloomberg] Oil Sinks With U.S. Supplies Rising and Iran Talks Set to Resume

[Yahoo/Bloomberg] Powell Sees Fed Patience on Hikes, Ready to Pounce on Inflation

[CNBC] Fed to start tapering bond purchases later this month as it starts pulling back on pandemic aid

[CNBC] Here’s what changed in the new Fed statement

[Yahoo/Bloomberg] U.S. Services Gauge Advances to Record as Activity Strengthens

[Reuters] U.S. services sector index jumps to record high; private payrolls beat expectations

[Reuters] U.S. factory orders unexpectedly rise in September

[Yahoo/Bloomberg] SALT Compromise Would Narrow Income Eligibility

[Yahoo/Bloomberg] OPEC+ Heads for Geopolitical Showdown as Biden Demands More Oil

[Yahoo/Bloomberg] Deere Says Rejected Deal Is ‘Best and Final’ Offer to Workers

[CNBC] SPAC issuance jumps to the highest since March as deals rush to market before year-end