Monday, December 19, 2022

Tuesday's News Links

[Yahoo/Bloomberg] BOJ Yield Pivot Rips Across Global Stocks, Bonds: Markets Wrap

[Yahoo/Bloomberg] Yen Surges as Kuroda’s Yield Cap Shock Sparks Normalization Bets

[Yahoo/Bloomberg] Global Markets Jolted as BOJ Surprises With Yield Policy Tweak

[Yahoo/Bloomberg] Kuroda Shocks by Raising BOJ’s Yield Cap, Sparking Yen Jump

[Yahoo/Bloomberg] Oil Extends Gains as China Reopening Vies With Slowdown Concerns

[Yahoo/Bloomberg] Bitcoin Falls to Lowest This Month With Risk of Further Declines

[Yahoo/Bloomberg] Kuroda Shocker Is Just the Start of BOJ’s Risky Path Toward Exit

[Yahoo/Bloomberg] BOJ Blindsides Traders to Echo Christmas Day Shock of 1989

[Reuters] China races to bolster health system as COVID surge sparks global concern

[Reuters] World Bank cuts China growth outlook on COVID, property woes

[Politico] ‘Lacking Credibility, Lacking Confidence From the People … Is Xi Xinping’s Greatest Vulnerability’

[Reuters] Analysis: Private debt markets face reality check as companies grapple with rising rates, recession

[Bloomberg] US Housing Starts Fall for a Third Month, Building Permits Drop

[WSJ] Bank of Japan Blinked in Standoff With Markets

[WSJ] Russia, China to Hold Joint Naval Drills as Moscow and Belarus Vow to Cement Ties

[FT] Sovereign debt takes a hit after BoJ’s shock policy move

[FT] Silicon Valley start-ups race for debt deals in funding crunch

[FT] Private equity’s debt tower is teetering

[FT] China’s media promise ‘normalcy by spring’ as Covid sweeps country

Monday Afternoon Links

[Yahoo/Bloomberg] US Stocks Decline for a Fourth Day; Yields Climb: Markets Wrap

[Reuters] Oil rises on hopes for China's economy; recession fears limit gains

[Reuters] Rouble slumps to 7-month low, biggest one-day drop since July

[CNBC] Homebuilder sentiment drops for the 12th straight month, but a bottom may be near

[Yahoo/Bloomberg] Ukraine Latest: Putin Says Drills With Belarus to Continue

[FT] The year the strongmen stumbled

Monday's News Links

[Yahoo/Bloomberg] Stocks Make Recovery Bid on Peak Inflation Hopes: Market Wrap

[Yahoo/Bloomberg] Chinese Stocks Slump as Covid Woes Outweigh Policy Push

[Yahoo/Bloomberg] Highest Interest Rates in 15 Years Are Derailing the American Dream

[Reuters] Turnover surges as funds rush to exit private equity stakes

[Reuters] Special Report: Binance's books are a black box, filings show, as it tries to rally confidence

[Reuters] Insurers shun FTX-linked crypto firms as contagion risk mounts

[Yahoo/Bloomberg] Morgan Stanley’s Wilson Says US Profit Drop Could Rival 2008 Era

[Reuters] Chinese business confidence falls to lowest in almost a decade on COVID

[Yahoo/Bloomberg] Chinese Funds Dump Record Amount of Bonds Amid Redemptions

[Reuters] 'I don't trust it:' Vaccine hesitancy lingers even as China COVID cases surge

[Reuters] Japan govt to consider revising joint statement with BOJ - sources

[Yahoo/Bloomberg] BOJ to Sit Tight as Markets Weigh Post-Kuroda Path

[Reuters] Traders will anxiously watch the Bank of Japan

[Reuters] Russian 'kamikaze' drones hit Kyiv, Putin arrives in ally Belarus

[Reuters] Australia's housing crisis, largely hidden, is getting worse

[Bloomberg] Why Didn’t China Prepare Better for Covid Chaos?

[Bloomberg] Tech’s Bust Delivers Bruising Blow to Hollowed-Out San Francisco

[WSJ] For Landlords, Rising Housing Costs Make It Harder to Earn Passive Income

[WSJ] Treasury Rally to Be Tested by Fed’s Next Move

[FT] China runs low on blood supplies as Covid keeps donors away