Monday, November 15, 2021

Tuesday's News Links

[Yahoo/Bloomberg] U.S. Stocks Waver After Retail Sales: Markets Wrap

[Reuters] Asian shares tick up on China property relief, focus shifts to Sino-U.S. talks

[CNBC] Bitcoin briefly drops below $60,000 as major cryptocurrencies fall

[Reuters] Dollar eases, yuan at 5-month high as Biden-Xi talks sound friendly

[Reuters] Oil prices bounce back on tight inventories, demand worries limit gains

[Yahoo/Bloomberg] U.S. Retail Sales Jump by Most Since March, Topping Forecasts

[Reuters] Biden, Xi stick to their positions but turn down the heat in three-hour talk

[Reuters] Fed's Bullard says Fed should tack "hawkish" in next couple of meetings

[CNBC] Rent for single-family homes surged 10% in September, boosted by pricey for-sale market and job growth

[AP] Key reason for supply shortages: Americans keep spending

[CNBC] Wall Street bankers and traders are in line for the biggest bonuses since Great Recession

[Yahoo/Bloomberg] Top Fund Managers Make Biggest Bet on U.S. Stocks Since 2013

[Yahoo/Bloomberg] Kaisa Unit Tumbles; Junk Bonds Improve: Evergrande Update

[Reuters] Analysis: China's real estate woes sap property investment products

[Reuters] Huarong gets approval to raise $11 billion bond in interbank market

[Yahoo/Bloomberg] Kashkari Says Fed Shouldn’t Overreact to ‘Temporary’ Inflation

[Reuters] Explainer: Delta dominates the world, but scientists watch for worrisome offspring

[Yahoo/Bloomberg] RBA Says Distribution of Possible Inflation Outcomes Has Widened

[Bloomberg] Biden’s Fed Chair Pick Is ‘Imminent,’ Senate Banking Chair Says

[Bloomberg] China’s Property Crackdown Is Dragging Economy to Lows of 1990

[Bloomberg] Authers: Greenspan's Conundrum Has Returned to Haunt Markets

[WSJ] Inflation Surge Pushes Gold to Five-Month High

[WSJ] Retirement Fund Giant Calpers Votes to Use Leverage, More Alternative Assets

[WSJ] Fannie Mae, Freddie Mac to Back Home Loans of Nearly $1 Million as Prices Soar

[WSJ] America’s Magical Oil Patch Is Out of Tricks

[WSJ] Tyson Foods Raises Meat Prices as Costs Escalate

[FT] Birthplace of US oil boom a decade ago shows signs of decline

[FT] High inflation returns to Brazil: ‘each week there are different prices’

[FT] Investors lulled into ‘dreamland’ by central banks, warns Bill Gross

Monday Evening Links

[Reuters] Wall Street ends little changed as rising yields weigh on tech

[Reuters] Stocks tread water, safe haven dollar gains on inflation worries 

[Reuters] Dollar dominates as inflation heats up

[CNBC] Biden signs $1 trillion bipartisan infrastructure bill into law, unlocking funds for transportation, broadband, utilities

[Reuters] Barkin says Fed needs 'a few more months' to see clear picture of inflation, labor market

[Yahoo/Bloomberg] BOE Governor Blames Investors for Misreading Comments on Rates

[Yahoo/Bloomberg] Futures Expiration Puts Global Bond-Market Liquidity to the Test

[Yahoo/Bloomberg] Inflation Poses High Risk for Investment-Grade Bonds, Morgan Stanley Says

[Yahoo/Bloomberg] Chinese Developer Kaisa Has Yet to Pay Interest Due Last Week

[Reuters] France warns Russia as EU prepares sanctions on Belarus

[Bloomberg] U.S. Farmland Values Rise the Most in Nearly a Decade on Crop Prices

[Bloomberg] China State-Run Developers Rush to Sell Yuan Debt in Easing Sign

[WSJ] America’s Infrastructure Struggles With New Weather Forecast

[FT] Russia warned of serious consequences from any hostilities against Ukraine

Monday Afternoon Links

[Reuters] Wall Street muted as high yields weigh on tech; Boeing soars

[Reuters] Euro zone bond yields rise, tracking U.S. Treasuries

[Yahoo/Bloomberg] New York State Manufacturing Growth Tops Forecasts, Driving Up Prices

[Reuters] BoE's Bailey says he is 'very uneasy' about inflation

[Yahoo/Bloomberg] California Pump Prices Rise to Record Before Thanksgiving Break