Sunday, October 30, 2022

Monday's News Links

[Yahoo/Bloomberg] Stocks Fall Before Earnings, Central Bank Moves: Markets Wrap

[Reuters] Dollar, bond yields rise ahead of pivotal rate hikes

[Reuters] Brazilian Assets Slump as Traders Wait for Lula’s Cabinet Picks

[Yahoo/Bloomberg] China Stocks Extend Post-Congress Rout Amid Lockdowns

[Yahoo/Bloomberg] China Builders Slide to Record Lows as a Top Chairwoman Resigns

[Yahoo/Bloomberg] Wheat Surges Even as Grain Ships Defy Russian Deal Exit

[Reuters] Oil falls on China COVID curbs and weak factory data

[Reuters] Japan spent record $42.8 bln in October interventions to prop up yen

[Reuters] Fed set to deliver another big rate hike, debate December downshift

[Reuters] Grain ships sail despite Moscow's pullout from deal; missiles rain on Ukraine

[Yahoo/Bloomberg] China’s Economy Weakens and Signs Point to More Strain Ahead

[Reuters] Chinese cities clamp down on COVID as cases rise before winter season

[Yahoo/Bloomberg] China Property Billionaire Wu Resigns as Longfor Chair During Sector Crisis

[Reuters] Foxconn COVID woes may hit up to 30% of iPhone Nov shipments from Zhengzhou plant - source

[Reuters] Euro zone inflation soars past forecasts to new record high

[Reuters] Lula wins Brazilian election, but Bolsonaro does not concede

[Yahoo/Bloomberg] Global Chip Sales Record First Fall Since 2020 in Blow to Korea

[Reuters] U.S. and South Korean warplanes begin largest ever air drills

[Reuters] U.S. plans to deploy B-52 bombers to Australia's north -source

[Bloomberg] China Covid Cases Top 2,500, Jumping the Most in Over 80 Days

[FT] Veteran leftwinger Lula completes stunning return to Brazil presidency

[FT] Brazil’s deep divisions and strained finances pose immense challenges for Lula

[FT] El-Erian: Bank of Japan’s inevitable pivot looms as a risk for markets

[FT] Investors urge US Treasury to boost bond market liquidity with buyback scheme

[FT] German industrial workers fire warning shot with strikes over pay 

[FT] Indonesia considers Opec-style cartel for battery metals

[FT] The nuclear threats that hang over the world

Sunday Evening Links

[Yahoo/Bloomberg] Dollar Rises, Stock Futures Mixed in Cautious Open: Markets Wrap

[Reuters] Lula defeats Bolsonaro in Brazil's runoff election, pollster Datafolha says

[Reuters] Grain market braces for price flurry as Black Sea corridor in doubt 

[Yahoo/Bloomberg] The World’s Food Security Is at Stake as Russia Exits Grain Deal

[Reuters] Security forces tear gas students defying Iran protest ultimatum

Sunday's News Links

[Reuters] Polarized Brazil votes in tense Bolsonaro vs Lula presidential runoff

[AP] Brazil’s polarizing Bolsonaro-Lula contest goes to voters

[Reuters] Egypt's pound sinks further against dollar after flexibility pledge

[Reuters] Russia's war on Ukraine latest news: Moscow pulls out of grain deal

[Yahoo/Bloomberg] Ukraine Latest: Russia Says Drone May Have Come From Grain Ship

[AP] Global food concerns rise as Russia halts Ukraine grain deal

[Reuters] ECB's next rate move likely between 50 and 75 bps, Knot says

[Reuters] 'Perfect storm' swirls as Canadians face hot inflation, rising rates

[AP] Biden faces ‘unpredictable’ era with China’s empowered Xi

[Reuters] He Lifeng: China's expected new economic tsar has big shoes to fill

[Reuters] Students defy Iran protest ultimatum, unrest enters more dangerous phase

[WSJ] Rocky Treasury-Market Trading Rattles Wall Street

[WSJ] Cash-Rich Consumers Could Mean Higher Interest Rates for Longer

[FT] Western countries slam Russia’s decision to exit Black Sea grain deal

[FT] What will the Fed signal about future rate rises?

[FT] Workers flee China’s Covid restrictions at Foxconn’s huge iPhone factory