Monday, November 22, 2021

Tuesday's News Links

[Yahoo/Bloomberg] Treasuries Fall on Powell; Tech Selloff Spreads: Markets Wrap

[Reuters] Shares shrivel as traders see higher rates under Powell; Turkish lira sinks

[Yahoo/Bloomberg] Dollar Surges to Four-Year High Against Yen on Faster Hike Bets

[Reuters] Erdogan’s Rate Cut Mantra Spurs Lira’s Worst Streak in 20 Years

[Yahoo/Bloomberg] Oil Pares Decline as Biggest Consumers Tap Strategic Reserves

[Reuters] U.S. business activity slows moderately in mid-November - IHS Markit survey

[Reuters] U.S. to release oil from reserves after OPEC+ rebuffs call for more crude

[Yahoo/Bloomberg] Fed Atlanta President Bostic Says Faster Taper Would Give Option for Earlier Hikes

[Yahoo/Bloomberg] Aoyuan Bond Drop Pulls Down China Junk Notes: Evergrande Update

[Yahoo/Bloomberg] China’s Slowdown Tests Central Bank Amid Debate Over Easing

[Yahoo/Bloomberg] China Slows Quant Hedge Fund Approvals as Trades Scrutinized

[Yahoo/Bloomberg] China Slows Its Progress on U.S. Trade Deal Purchases Amid Talks

[Yahoo/Bloomberg] Inflation Is Raging Everywhere, But It’s Worst in Latin America

[Yahoo/Bloomberg] ECB’s Knot Says New Lockdowns Won’t Delay Stimulus Wind-Down

[Yahoo/Bloomberg] A Warning for Investors Chasing High-Flying Tech Stocks

[Yahoo/Bloomberg] Biden Weighs Sending U.S. Military Advisers to Ukraine, CNN Says

[Yahoo/Bloomberg] China Targets Corporate Backers of Taiwan’s Ruling Party

[Reuters] U.S. warship again transits sensitive Taiwan Strait

[Bloomberg] Every Step of the Global Supply Chain Is Going Wrong — All at Once

[WSJ] Life Insurers Use Riskier Assets to Back Consumers’ Policies

[FT] Lael Brainard’s stance on bank regulation sets up early test for Fed

[FT] China eases pressure on property sector but reform remains on agenda

[FT] New Zealand to raise rates as inflation outstrips forecasts

[FT] China intensifies crackdown on celebrity culture and fans

Monday Evening Links

[Yahoo/Bloomberg] Stocks to Extend Drop; Bond Yields, Dollar Jump: Markets Wrap

[Yahoo/Bloomberg] Oil Rises as OPEC+ May Adjust Supply in Wake of Reserves Release

[Yahoo/Bloomberg] U.S. Stocks Sink Into Close on Rout in Tech Shares: Markets Wrap

[Yahoo/Bloomberg] Selloff in Highly Priced Tech Stocks Is Pressuring Hedge Funds That Piled In

[Yahoo/Bloomberg] U.S. Poised to Release Oil From Reserve With Other Nations

[Yahoo/Bloomberg] Fed’s Powell, Brainard Stress U.S. Inflation Battle Is Priority

[Reuters] Five challenges Powell could face in his next term as Fed chair

[Bloomberg] Covid Rebound in U.S. Is as Bad as Last November’s in Some Spots

[Bloomberg] China’s Slowdown Tests Central Bank as Debate Rages Over Easing

[WSJ] U.S. Home Sales on Track for Biggest Year in 15 Years

[FT] IMF releases funds for Ukraine as Russian troop build-up continues

Monday Afternoon Links

[Yahoo/Bloomberg] Yields Rise on Powell Nomination; Stocks Pare Gain: Markets Wrap

[Yahoo/Bloomberg] Oil Rises as OPEC+ May Adjust Supply in Wake of Reserves Release

[Reuters] Biden gives Fed's Powell nod to finish pandemic repair 

[Reuters] Brainard, influential as a Fed governor, to expand role as vice chair

[Yahoo/Bloomberg] U.S. Existing-Home Sales Rose Unexpectedly to a Nine-Month High

[Reuters] U.S. home sales climb to nine-month high; housing shortage persists

[Yahoo/Bloomberg] U.S. States Flush With Aid Spend at Fastest Pace in 35 Years

[Yahoo/NYT] As Thanksgiving Approaches, U.S. Virus Cases Tick Upward Once More

[Yahoo/Bloomberg] OPEC+ Warns of Response as Biden Poised for Oil Reserve Release

[Yahoo/Bloomberg] ECB Is Serious on Ending Pandemic Bond-Buying, Villeroy Says

[Yahoo/Bloomberg] BofA Is Bearish on Markets and Sees ‘Rates Shock’ Coming in 2022

[Yahoo/Bloomberg] China Sets Sights on Corporate Backers of Taiwan’s Independence

[Reuters] Poland says Belarus border crisis may be prelude to "something worse"

[WSJ] Biden’s Chance to Remake the Federal Reserve’s Board of Governors

[FT] Jay Powell faces significant challenges in second act as Fed chair